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Financial Planning Associate: Build Plans & Advisory Career
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-01-12
Listing for:
New York Life Insurance Company - Santa Clara General Office
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A reputable financial services firm is seeking an entry-level financial advisor in San Jose, California. This position emphasizes helping clients achieve their financial goals through customized planning services. Responsibilities include creating financial plans, advising clients on investments, and maintaining strong client relationships. Candidates should hold a Bachelor’s degree and possess strong communication skills. Compensation starts at $107,500+ based on commission, with possibilities for growth.
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Position Requirements
10+ Years
work experience
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