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Entry-Level - Wealth Management Advisor
New York Life San Mateo, CA
$84k-124k (estimate)
Full Time | Insurance 3 Months Ago
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New York Life is Hiring an Entry-Level - Wealth Management Advisor Near San Mateo, CA

*Job Description*

Be in Business for Yourself, not By Yourself.

Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful.

Job Description:

NYLife is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.

As a NYLife financial advisor, you’ll:

  • Provide one-on-one financial guidance and connect clients to NYLife products, services and unique membership benefits.
  • Build genuine, long-term relationships based on shared values and goals.
  • Complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources.
  • Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations.
  • Have the flexibility to control your schedule, allowing for work-life balance.

Desired Characteristics: Our culture and our people are special. We’re looking for people who are or want to become part of the communities where our clients live, work and worship. Whether you’re a seasoned financial professional, just entering the workforce or looking for a career change, you could be a successful NYLife financial advisor if you’re:

  • Self-motivated, independent and driven to succeed.
  • Motivated by helping others.
  • A natural coach or guide with strong interpersonal skills.
  • Passionate about living a life of generosity by serving others, not just selling products.

Requirements:

  • Attainment of FINRA SIE within 90 days of hire / transfer (company paid.).
  • Satisfactory background check, fingerprinting and securities registration and / or insurance licensing verification.

Compensation and Benefits: You’ll get all the benefits of a Fortune 500 organization. Here, you’ll enjoy:

  • Unlimited earning potential through commission and incentive pay structures.
  • Medical, dental, vision, disability and accidental death and dismemberment insurance.
  • Unique perks like pension, (k) and retiree medical plans.
  • Ongoing access to training and opportunity for professional growth.
  • Membership programs and award-winning workshops that help you connect with your clients and engage others to make a real impact in your community.

NYLife fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to apply. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.

New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 9/30/2021. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to or call and request Human Resources.

Amber Fox / Director of recruiting / 951 Mariners Island Blvd, Suite 600 San Mateo, CA 94404 M: 360-609-0317 W: 650- 513-3206

Job Type: Full-time

Pay: $52,217.00 - $183,294.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee discount
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Parental leave
  • Professional development assistance
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance

Physical setting:

  • Office

Schedule:

  • 8 hour shift
  • Monday to Friday
  • Self-determined schedule

Supplemental pay types:

  • Bonus pay
  • Commission pay

Work Location: Hybrid remote in San Mateo, CA 94404

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$84k-124k (estimate)

POST DATE

02/29/2024

EXPIRATION DATE

05/26/2024

WEBSITE

cbizlife.com

HEADQUARTERS

SAN DIEGO, CA

SIZE

<25

FOUNDED

1974

CEO

TIMOTHY MOYNIHAN

REVENUE

$10M - $50M

INDUSTRY

Insurance

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About New York Life

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