Study abroad advisor Jobs in Anaheim, CA

Join New York Life as a Financial Advisor and be part of a Fortune 100 company with a strong legacy of supporting individuals and families. For over 179 years, we've dedicated ourselves to helping people achieve their financial goals. As a mutual company, our commitment is to our policyholders, which empowers us to focus on long-term client success without external pressures. Here, you'll find a culture that values innovation and employee growth, offering flexible work arrangements, competitive pay, and a collaborative environment. Our team thrives on the diverse perspectives and voices that contribute to our shared mission. Step into a role that not only supports your professional development but also impacts the lives of those you serve.

Compensation : $80,000 - $120,000

Responsibilities :

• Meet with clients to understand their financial goals, risk tolerance, income, expenses, assets / liabilities, and life circumstances
• Develop customized financial plans covering investments, retirement, tax strategies, insurance, education funding, estate planning, and cash flow management
• Recommend appropriate financial products (e.g., mutual funds, stocks, bonds, insurance, annuities) in line with client objectives
• Monitor and review client portfolios regularly; make adjustments as needed
• Stay current on market trends, economic conditions, and regulatory changes
• Generate new business through referrals, networking, outreach, and prospecting
• Provide educational seminars, workshops, or content (e.g,. webinars, articles) to clients or prospects
• Prepare financial reports, performance summaries, and periodic reviews
• Ensure compliance with all relevant laws, regulations, licensing, and firm policies
• Collaborate with internal teams (e.g., operations, compliance) to provide seamless client service

Qualifications :

While no direct finance degree is required, successful advisors typically have :

Licensing :

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.