11 Experienced Financial Professional Jobs in San Jose, CA
New York Life is Hiring an Experienced Financial Professional Near San Jose, CA
AtNewYorkLife,you’reincontrolofyourcareerjourney.YoucangrowyourpracticewiththebackingofaFortune100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurancecompanyintheUnitedStates1andholdsthehighestfinancialstrengthratingscurrentlyawardedtoanylifeinsurerinthe United States.2 We proudly have more MDRT members than any other company and know what it takes to helpyoubesuccessful.3
Whatweoffer...
Widerangesofproductstoaddressclients’needs.
WithNewYorkLife,youcanofferdiverseproductsandservicestohelpmeetyourclients’protectionandfinancialneeds.Theseproductsinclude:lifeinsurance,annuities,longtermcareinsuranceandinvestmentproductsofferedthrough our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency,andworkplacesolutionsofferedbyourBusinessSolutionsdivision.Youcanalsouseoursponsoredmarketing
agreementstooffernon-proprietaryproductstoyourclients,suchasgrouphealthinsurance.Enhanceyourwealthplanning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, aRegistered Investment Advisor. As a New York Life Agent, you will also have access to the company’s AdvancedPlanningGroupforlargeandcomplexcasedesignandsupportforyourclients.
Flexibilitytooperateyourpractice.
Withtheflexibilitytoworkinoneofour120officesnationallyorworkinadetachedlocation,NewYorkLifeprovidesastrongfoundationforyoursuccess.Additionally,youcanchoosewhethertomarketundertheNewYorkLifebrandoryourownbusinessnamewithaDBA.YouhavetheflexibilityatNewYorkLifetodowhat’srightforyourpractice.
Supportanddevelopmentopportunitiestogrowyourpractice.
New York Life will invest in you and your business from the start, with a product and developmental support teamdedicated to your success that will never compete with you for sales. Leverage New York Life’s industry-leadinglearningplatformforcontinuingeducationandspecialization.ThroughourPracticeManagementModel,weprovidetheopportunitytospecializeandhonemarketexpertiseinareassuchaswealthmanagement4,estateplanning
and business solutions. Beyond formal continuing education opportunities and subsidies for obtaining industryprofessionaldesignations,NewYorkLifeoffersstrongpeer-to-peersupportoptions,includingstudygroupsandmentorshipopportunities.You’llalsogetrewardedandacknowledgedwithoursalesincentivesandprofessionaldevelopmenttripsfortopperformingagents.
AboutNewYorkLife...
As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with theinterest of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. Wehave been in business for over 175 years, helping generations of Americans protect their families and attain theirfinancialgoals.Everyyearsince1854,we’vepaiddividendstoeligiblepolicyholders7.Toprepareforthefuture,weareconstantlyinnovatingandlookingaheadtofindmorewaystoincreasevalueforourclients.
Awards&Accolades...
We’reproudofourfinancialstrength2
•A Superior(A.M.Best)
•AAAExceptionallyStrong(Fitch)
•AaaExceptional(Moody’s)
•AA VeryStrong(Standard&Poor’s)
We’reproudofourpositionintheindustry8
•TrainingMagazine2021:TopCompaniesforLearningandDevelopment
•FortuneMagazine2021:NewYorkLiferanks#1in2021FortuneWorld’sMostAdmiredCompanieslistforInsurance:LifeandHealth
•JDPowerAward2020:#1inBestAnnuityProvidercategoryand#6inBestLifeInsurerrankings
We’reproudtoberecognizedbyorganizationsthatalsovaluediversity
•2021ForbesBestEmployersforDiversity:NewYorkLiferanks#82outofthe500companiesrecognized
•LATINAStyle2019:CompanyoftheYear
•Forbes2019:America’sBestEmployersforDiversity
•DiversityInc2018:Top50CompaniesforDiversity
We’reproudofthehelpwe’veprovidedandcontinuetoprovideourclients10
•5,500,000 livesProtected(includesallownersofindividuallifeinsuranceandannuitypolicies)
•$5,200,000,000 inlivingbenefitsawarded(includeslifeandannuitycashvalueaccumulationandqualifyingpolicydividendspaid)
•$910,000,000 lifetimeannuitypaid(includesallpayoutsonindividualincomeannuityproducts)
•Over29,000professionalshired(includescompanyemployeesalongwithcontractedfinancialprofessionals)
NewYorkLifeisanEqualOpportunityEmployer–M/F/Veteran/Disability/SexualOrientation/GenderIdentity
1.Basedonrevenueasreportedby“Fortune500rankedwithinIndustries,Insurance:Life,Health(Mutual),”Fortunemagazine,5/18/20.Formethodology,pleaseseehttp://fortune.com/fortune500/.
2.IndividualThird-PartyRatingReportsforfinancialstrength:A.M.BestA (7/22/20),FitchRatingsAAA(asof12/10/20),Moody’sAaa(asof1/6/21),andStandard&Poor’sAA (asof10/14/20).
3.NewYorkLifeagentshaveledtheMillionDollarRoundTablefor67consecutiveyears.2,283ofMDRTmembersareNewYorkLifeprofessionals.Source:MDRT,July2021
4.Wealth Managementandadvisoryservices offeredbyFinancialAdvisors ofEagleStrategiesLLC,a RegisteredInvestmentAdviserand aNewYorkLifecompany.
5.As reflected by company data. Historical company data is provided for informational purposes only. Agent income is not guaranteed. Income isdependentuponthesalesofeachagent.
6.NewYorkLifereservestherighttoamendorterminateany
Job Summary
Full Time
Insurance
$107k-130k (estimate)
01/19/2023
05/09/2024
cbizlife.com
SAN DIEGO, CA
<25
1974
TIMOTHY MOYNIHAN
$10M - $50M
Insurance
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About New York Life
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The job skills required for Experienced Financial Professional include Planning, Financial Services, Futures, etc. Having related job skills and expertise will give you an advantage when applying to be an Experienced 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 Experienced Financial Professional. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Experienced Financial Professional positions, which can be used as a reference in future career path planning. As an Experienced Financial Professional, it can be promoted into senior positions as a Financial Analyst IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Experienced Financial Professional. You can explore the career advancement for an Experienced 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.
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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.
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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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