Entry Level Financial Professional

Company Description New York Life, a trusted name for over 180 years, is committed to helping individuals achieve their biggest life milestones through tailored insurance, investment, retirement, and advisory services. As a mutual company, we uphold the highest standards of transparency, integrity, and objectivity. Dedicated to community impact, we foster a culture of giving and volunteerism supported by the New York Life Foundation. We prioritize career growth, collaboration, innovation, and diversity & inclusion, offering resources and programs to support personal and professional development. New York Life is an Equal Opportunity Employer, welcoming individuals from diverse backgrounds to join our team and make a meaningful impact. Role Description This is a full-time, on-site role based in the Los Angeles Metropolitan Area for an Entry-Level Financial Professional. In this role, you will assist clients in developing comprehensive financial plans, analyze financial data to determine suitable solutions, provide financial reporting, and offer strategic planning to help clients achieve their financial goals. You will also actively engage in professional development opportunities to expand financial knowledge and build meaningful client relationships. Qualifications Strong skills in Financial Planning and FinanceProficiency in Analytical Skills and Financial ReportingExceptional Communication skills to build and maintain client relationshipsSelf-motivated with a commitment to professional growth and developmentBachelor's degree in Finance, Business, Economics, or a related fieldRelevant certifications (e.g., CFP, CFA) are a plusAbility to work effectively in a collaborative and diverse team environment