Financial Services Professional

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

Posted 1 year 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

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
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

Qualifications

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
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
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

$65,000 - $106,000/year

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.