Associate Financial Advisor

NYL - West Houston Office • Houston, TX, US

Posted 1 year ago

Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

Responsibilities

What You’ll Do:

Proactively build and maintain strong client relationships through networking, referrals, and outreach
Meet with clients to gather and analyze financial information, goals, and risk tolerance
Design personalized strategies for retirement planning, education funding, wealth protection, and estate planning
Present and recommend a broad range of financial solutions, including life insurance, annuities, mutual funds, and other investment options
Guide clients through implementation and conduct ongoing reviews to ensure strategies stay aligned with their evolving goals
Partner with fellow New York Life professionals to deliver comprehensive, holistic financial solutions
This role combines relationship-building, strategic thinking, and consultative sales. If you are motivated by helping others while building a rewarding, high-growth career for yourself, this opportunity offers the training, mentorship, and platform to succeed

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Serve as a collaborative team player willing to further development through continued training opportunities
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

Qualifications

What We’re Looking For

Excellent interpersonal and communication skills with a genuine client-first mindset
Business-minded spirit with a strong drive for achievement, growth, and independence
Strategic thinker with sound judgment, attention to detail, and strong analytical abilities
Sales, customer service, or financial services experience is a plus — but not required
Bachelor’s degree in business, finance, marketing, or related field preferred (not mandatory)
Bilingual abilities are highly valued and a strong advantage

Benefits & Support

We are committed to investing in your long-term success and financial well-being:

401(k)
Pension plan
Health insurance
Dental insurance
Vision insurance
Flexible schedule
Full training/coaching, Licensing, and mentorship provided

Compensation Package

This is a performance-based role with strong earning potential, including:

Commission pay
Performance bonuses
Growth-based income opportunities

Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
Valid FINRA Series 7 & 63/66 preferred but not required
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
A required Bachelor’s degree in business administration, finance, or similarly related field
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

Compensation

$75,000 - $135,000/year

About NYL - West Houston Office

Founded in 1845, New York Life is the largest mutual life insurance company in the U.S. It marked its 180th anniversary in 2025.

As a Fortune 100 company, we are recognized for our financial strength, long-term stability, and commitment to client service.

We offer a full suite of life insurance and financial products to help individuals, families, and businesses reach their goals while fostering a collaborative, ethical, and growth-oriented environment for our agents and advisors.

With over 180 years of strength and stability, New York Life provides the platform. Your ambition determines how far you go.