Financial Service Professional - New York Life Insurance Company - Santa Clara General Office : Job Details

DescriptionDo 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!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•Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions•Be a coachable, organized team member interested in pursuing training development and educational opportunities•Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs•Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsQualifications•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)•A Bachelor's degree in finance, business administration, or alternate related analytical field is required•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers•Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary•Up-to-date FINRA Series 7 & 63/66 documents are a bonus•Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred