Associate Financial Advisor

New York Life- Sugar Land • Houston, TX, US

Posted 1 hour ago

Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Responsibilities

Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
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
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

Qualifications

Must be based out of the greater Houston area

Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
A required Bachelor’s degree in business administration, finance, or similarly related field
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

Compensation

$65,000 - $106,000 commission based

About New York Life- Sugar Land

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. Contact New York Life today to discover what making a living while making a difference is all about.