Entry-Level Financial Advisor

Job Description

Job Description

This is a full-time position, Monday - Friday, with hybrid hours requiring you to be in the office on Monday and Friday.

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!

Full-time agents and their dependents are immediately eligible for medical, dental, vision, and other benefits.

At this time, we are only considering applicants located within a 30-mile radius of San Jose, CA, with authorization to work in the U.S.

$118,500+ annually at plan commission

• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Serve as a collaborative team player willing to further development through continued training opportunities
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

• Requires a Bachelor’s degree in business administration, finance, or other related field
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Valid FINRA Series 7 & 63/66 preferred but not required

• Must be authorized to work in the US — candidates must hold a US passport, green card, or regular renewable EAD. Note: We are unable to sponsor or contract with F1 Visa (OPT/CPT) holders at this time.
• Bilingual in English and Korean is preferred

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

550 S. Winchester Blvd., Suite 405, San Jose, CA 95128

25 Metro Drive, Suite 300, San Jose, CA 95110