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Financial Advisor Jobs

Company

New York Life Southern California General Office
Address , Glendale, 91203, Ca
Employment type
Salary Up to $68 an hour
Expires 2023-06-18
Posted at 1 year ago
Job Description
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation:

Up to $68.00 per hour

Responsibilities:
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Qualifications:
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
About Company


As a Managing Partner, it’s my job to make sure you’re able to succeed in shaping and growing your business. My staff and I work each day to ensure our agents get the benefit of the leading tools and resources in the industry. At our office, we are a true team—working together to support you in reaching your full potential. Let’s talk about your career goals and ambitions, and how we can help you reach them. I look forward to connecting with you soon.