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Financial Planner
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New York Life - Northern CaliforniaSacramento, CA, US- Full-time
Job Description
Job Description
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! Compensation :
73,500 - $169,000
Responsibilities :
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Serve as a collaborative team player willing to further development through continued training opportunities
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs
- 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
Qualifications :
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 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 our clients.