Financial Consultant
New York Life- Sugar Land • Houston, TX, US
Posted 10 hours ago
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!
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Serve as a collaborative team player willing to further development through continued training opportunities
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Must be based out of the greater Houston area
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Compensation
$65,000 - $106,000 commission based
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.
Share this job
All jobs / Jobs in TX / New York Life- Sugar Land / Financial Consultant
Not quite what you're looking for? Search jobs by title, location, or company.