Entry-Level Financial Advisor

About New York Life Our mission is to provide financial security and peace of mind through 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 confidence and humility, we serve as stewards for the long term. We are committed to doing the right thing in business and society and to be there when our policy owners need us. Training, Support, and Professional Development New York Life offers a comprehensive three‑year training program, marketing support, prospecting and technical assistance, and ongoing resources typically associated with a Fortune 100 company. Compensation $85,000 – $125,000 yearly. Responsibilities Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long‑term relationships as a reliable financial service professional. Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs. Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products. Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and expectations. Research and provide financial advice and strategies through educational meetings or seminars suitable for client risk tolerance and financial objectives. Qualifications Ability to communicate complicated concepts and maintain honesty, integrity, and other strong principles. Effective relationship management skills. Networking and prospecting abilities for new clients. Located in Greater Sacramento Region (Northern California). Equal Opportunity Statement New York Life is an Equal Opportunity Employer – M/F/D/V. #J-18808-Ljbffr WizeHire, Inc