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New York Life Insurance Company · 1 day ago

Personal Financial Professional

San Jose, CA

Full-time

Onsite

New Grad, Entry Level

$108K/yr - $108K/yr

New York Life Insurance Company is seeking an eager, strategic, and definitive financial advisor for an entry-level position. The role focuses on helping clients identify and achieve their financial goals through various planning services and offers opportunities for growth.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Help clients identify and achieve their financial goals through a variety of planning services

Hone skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more

Deliver excellent client service

Qualification

Risk managementEstate planningDebt managementInvestment managementRetirement planningMutual fundsInvestment optionsClient service

Required

Eager and strategic mindset

Ability to help clients identify and achieve financial goals

Knowledge of risk management

Knowledge of estate planning

Knowledge of debt and investment management

Knowledge of real estate

Knowledge of retirement planning

Knowledge of mutual funds

Knowledge of investment options

Dedication to delivering excellent client service

Company

New York Life Insurance Company

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

Founded in 1845

New York, New York, USA

10001+ employees

https://www.newyorklife.com/

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (149)

2024 (99)

2023 (85)

2022 (77)

2021 (48)

2020 (65)