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Northwestern Mutual
San Jose, CA | Full Time
$124k-146k (estimate)
1 Week Ago
New York Life Insurance Company - Santa Clara...
San Jose, CA | Full Time
$125k-149k (estimate)
4 Weeks Ago
Financial Representative.
$125k-149k (estimate)
Full Time 4 Weeks Ago
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New York Life Insurance Company - Santa Clara... is Hiring a Financial Representative. Near San Jose, CA

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$107,500 at plan commission

Responsibilities:
  • 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
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Qualifications:
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Candidate is required to hold either a US passport, a green card or a regular renewable EAD (we are not able to contract with F1 Visa - OPT - CPT).
About Company

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

JOB TYPE

Full Time

SALARY

$125k-149k (estimate)

POST DATE

04/16/2024

EXPIRATION DATE

06/15/2024

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The job skills required for Financial Representative. 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 Representative.. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Representative.. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Representative. positions, which can be used as a reference in future career path planning. As a Financial Representative., 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 Representative.. You can explore the career advancement for a Financial Representative. below and select your interested title to get hiring information.