Financial Professional

Company: New York Life
Location: Newport Beach
Posted on: April 20, 2025

Job Description:

Job Overview

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We are seeking a dedicated and knowledgeable Financial Professional to join our team. This role is essential in providing expert financial advice and services to clients, helping them achieve their financial goals through comprehensive planning and management. The ideal candidate will possess a strong foundation in various financial disciplines, including wealth management, estate planning, and corporate accounting.

Duties

Develop personalized financial plans that align with clients' goals and risk tolerance.
Conduct thorough financial analysis to assess clients' current financial situations.
Provide guidance on investment strategies, including securities law compliance and wealth management.
Assist clients with estate planning to ensure their assets are managed according to their wishes.
Utilize financial software to create reports and track client progress over time.
Manage cash flow and recommend strategies for effective cash management.
Collaborate with other professionals, such as accountants and attorneys, to provide comprehensive service.
Stay updated on industry trends and regulatory changes affecting financial planning.

Qualifications

Bachelor's degree in finance, accounting, or a related field is preferred.
Strong knowledge of securities law and its implications for investment strategies.
Experience in wealth management or corporate accounting is highly desirable.
Familiarity with technical accounting principles and practices.
Proficiency in financial software tools for analysis and reporting.
Excellent analytical skills with the ability to interpret complex financial data.
Strong communication skills to effectively convey financial concepts to clients.
Ability to build relationships and trust with clients while maintaining confidentiality.

Join our team as a Financial Professional where you can make a significant impact on the lives of individuals and families through sound financial guidance.

Job Types: Full-time, Permanent

Pay: $90,430.00 - $101,163.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Retirement plan
Tuition reimbursement
Vision insurance

Compensation Package:

Bonus opportunities
Commission pay
Signing bonus

Ability to Commute:

Newport Beach, CA 92660 (Preferred)

Ability to Relocate:

Newport Beach, CA 92660: Relocate before starting work (Preferred)

Work Location: Hybrid remote in Newport Beach, CA 91101

Keywords: New York Life, Cerritos , Financial Professional, Accounting, Auditing , Newport Beach, California