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Entry-Level Investment Advisor

New York Life - Northern California
Roseville, California, 95661, USA
  • Accountancy & Accounting
  • Full-time
  • investment advisor
  • financial planning
  • client relationship management

Our job summary

The Entry-Level Investment Advisor position involves providing tailored financial planning services, including life insurance, mutual funds, and savings plans, to help clients achieve their financial goals. This role requires strong relationship management, communication skills, and the ability to leverage marketing and CRM tools to develop and maintain a client base. The company offers comprehensive training, support, and competitive compensation within a respected Fortune 100 financial institution.


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