12 Financial Professional Jobs in San Jose, CA
New York Life Insurance Company - Santa Clara... is Hiring a Financial Professional Near San Jose, CA
$107,500 at plan commission
Responsibilities:- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Serve as a collaborative team player willing to further development through continued training opportunities
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Valid FINRA Series 7 & 63/66 preferred but not required
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY
Job Summary
Full Time
$147k-175k (estimate)
04/10/2023
05/10/2024
The job skills required for Financial Professional include Customer Service, Microsoft Office, Business Administration, Financial Services, Communication Skills, Financial Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Professional. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Professional. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Professional positions, which can be used as a reference in future career path planning. As a Financial Professional, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Professional. You can explore the career advancement for a Financial Professional below and select your interested title to get hiring information.
If you are interested in becoming a Financial Professional, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Professional for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Professional job description and responsibilities
A financial advisor provides financial advice or guidance to customers for compensation.
03/22/2022: Lima, OH
A financial advisor can be distinguished from an execution stockbroker that simply places trades for clients or a tax accountant who simply prepares tax returns without providing advice on how to maximize tax advantages.
03/12/2022: Kingsport, TN
A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
12/31/2021: Little Rock, AR
Financial advisors may run their own firm or they might be part of a larger office or bank.
03/02/2022: Paramus, NJ
A financial advisor can offer tips on buying a car, saving for college, and refinancing a home mortgage.
02/07/2022: Lake Charles, LA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Professional jobs
A wide variety of other licenses and certifications may be required depending on the services provided by a given financial advisor.
02/15/2022: Reno, NV
To become a financial advisor, one first needs to complete a bachelor's degree.
01/18/2022: Riverside, CA
To use the CFP designation from the Certified Financial Planner Board of Standards, an advisor must complete a lengthy education requirement, pass a stringent test and demonstrate work experience.
03/11/2022: Olympia, WA
Many financial advisors, whether they already have professional degrees or not, go through certification programs for more training.
02/20/2022: New Brunswick, NJ
Many financial firms also require a certain minimum GPA cut-off for new graduates, meaning that excellent grades are a must.
01/04/2022: Florence, AL
Step 3: View the best colleges and universities for Financial Professional.
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