Entry-Level Financial Professional

Job Description

Are you ready to launch a meaningful career in financial services? New York Life’s Houston office is expanding, and we’re looking for ambitious individuals to join our team as Entry-Level Financial Professionals. This is a great opportunity for self-driven people who want to make a positive impact while building a rewarding career.

As a Financial Professional, you’ll provide expert guidance and personalized solutions to help clients achieve their financial goals. With comprehensive training and continuous support, you’ll have the tools to grow your own practice and make a lasting difference in the lives of those you serve.

If you have strong communication skills, enjoy cultivating professional relationships, and are genuinely passionate about helping others, then this opportunity is tailor-made for you. Come aboard at New York Life and utilize your skills to establish a successful practice. We are dedicated to your achievement and provide extensive training, educational materials, and ongoing assistance to equip you for a fulfilling career as a licensed financial professional.Compensation:

$90,000 - $115,000 yearlyResponsibilities:

Actively engage with potential clients in Houston, TX, to establish strong relationships and serve as their trusted financial advisor

Collect financial data from clients to evaluate their financial situation, objectives, income, and expectations

Create customized financial strategies for clients based on anticipated life events and changing financial requirements

Offer personalized financial guidance and strategies that match client risk tolerance and goals

Support clients in executing financial recommendations, such as savings schemes, life insurance, mutual funds, and other pertinent financial instrumentsQualifications:

Excellent interpersonal skills, effective communication abilities, and a strong commitment to customer service are essential for this role

Looking for a candidate with an innovative and entrepreneurial mindset

Preferably, possesses relevant knowledge of the financial industry, financial products, and industry best practices

Sales and finance background is beneficial, though not mandatoryAbout Company

Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Become your own boss, and discover how satisfying it can be to shape your own practice and strengthen your community.

New York Life holds the highest financial strength ratings currently awarded.

With New York Life, you're in business for yourself, not by yourself.

As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including:

Expert training

Supportive management

Extensive sales and marketing support

Backed by over 175 years of experience

Full-time