Financial Advisor

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

Posted 1 year ago

Description

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their financial goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Responsibilities

Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

Qualifications

Must be based out of the greater Houston area

Requires a Bachelor’s degree in business administration, finance, or other related field
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Valid FINRA Series 7 & 63/66 preferred but not required
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

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.