Wizehire · 17 hours ago
Entry-Level Financial Advisor
Roseville, CA
Full-time
Onsite
New Grad, Entry Level
$62K/yr - $259K/yrNew York Life is a Fortune 100 company with a long history of doing good. They are seeking individuals who want to make a meaningful impact on the financial well-being of clients by providing comprehensive financial planning and investment solutions.
Human ResourcesInternetRecruiting
Responsibilities
Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances
Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
Qualification
Required
Relationship management skills are required
Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
Required to effectively network to identify potential new clients
Benefits
Medical, dental, vision, life, disability insurance
Retirement benefits, including a 401(k) with a match
Cash balance pension
Company
Wizehire
WizeHire, the most user-friendly, effective hiring solution for small businesses.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$37.5MKey Investors
Tiger Global Management
2022-05-10Series B· $30M
2021-02-09Series A· $7.5M
Leadership Team
Sid Upadhyay
Co-founder & CEO
Nick Carneiro
Chief Technology Officer
Recent News
Small Business Trends
2025-06-09
Small Business Trends
2025-06-07
Company data provided by crunchbase