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The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career, while being aligned with a company where hard work is valued and rewarded.
Desired Skills and Experience
Training, Development & Benefits
Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities. We had over 170 years of industry success. Some of our accolades include:
• #73 on Fortune 100 in 2020 • A leading company with many agents qualifying for MDRT2 year after year
New York Life reserves the right to terminate benefit plans at any time for any reason. 2 MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
SMRU 1859024 exp 7/1/21
Full Time
Insurance
$58k-72k (estimate)
02/03/2023
07/30/2023
cbizlife.com
SAN DIEGO, CA
<25
1974
TIMOTHY MOYNIHAN
$10M - $50M
Insurance
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The job skills required for Financial Professional (Bilingual Spanish/Portuguese-preferred) include Futures, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Professional (Bilingual Spanish/Portuguese-preferred). 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 (Bilingual Spanish/Portuguese-preferred). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Professional (Bilingual Spanish/Portuguese-preferred) positions, which can be used as a reference in future career path planning. As a Financial Professional (Bilingual Spanish/Portuguese-preferred), 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 (Bilingual Spanish/Portuguese-preferred). You can explore the career advancement for a Financial Professional (Bilingual Spanish/Portuguese-preferred) 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.
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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.
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A financial advisor can offer tips on buying a car, saving for college, and refinancing a home mortgage.
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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.
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Many financial advisors, whether they already have professional degrees or not, go through certification programs for more training.
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Many financial firms also require a certain minimum GPA cut-off for new graduates, meaning that excellent grades are a must.
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Step 3: View the best colleges and universities for Financial Professional.