Financial Consultant
New York Life Southern California General Office
Glendale, CA US
Posted ago
New York Life Southern California General Office
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
  • 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
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • 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
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Valid FINRA Series 7 & 63/66 preferred but not required
$68 per hour
About New York Life Southern California General Office

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.

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