Financial Consultant

NYL - West Houston Office • 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 monetary 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

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

Be a coachable, organized team member interested in pursuing training development and educational opportunities
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
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

Qualifications

Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
Up-to-date FINRA Series 7 & 63/66 documents are a bonus

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.