Financial Professional
: Job Details :

Company Description

New York Life Insurance Company has been helping people put love into action for over 175 years. As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity. We are committed to making a positive impact in local communities through our culture of giving and volunteerism, supported by the New York Life Foundation. We value development, career growth, collaboration, innovation, and diversity & inclusion.

Role Description

This is a full-time on-site role as a Financial Professional at New York Life Insurance Company located in San Jose, CA. As a Financial Professional, you will be responsible for day-to-day tasks in financial planning, financial reporting, and communication. You will utilize your analytical skills and finance expertise to provide valuable insights and recommendations to clients.

Qualifications

• Financial Planning and Finance skills
• Analytical Skills
• Financial Reporting skills
• Excellent written and verbal communication skills
• Strong attention to detail
• Ability to work effectively in a team
• Experience in the insurance or financial services industry is a plus
• Bachelor's degree in Finance, Economics, or related field