Entry Level Financial Professional

WizeHire, Inc; Georgia; On-site; USD 90,000 - 115,000; Full time

Job summary

A leading financial services company is expanding its team in Houston, TX, seeking motivated Financial Professionals. You'll build strong client relationships and deliver personalized financial guidance while enjoying comprehensive training and support. Salary ranges from $90,000 to $115,000 yearly, offering a path to a fulfilling career with growth potential.

Benefits

Comprehensive training

Ongoing support and resources

Growth potential and career flexibility

Qualifications

• Strong commitment to customer service is essential.
• Relevant knowledge of the financial industry and products is preferred.
• Sales and finance background is beneficial but not mandatory.

Responsibilities

• Actively engage with potential clients to establish strong relationships.
• Collect financial data to evaluate clients' financial situations.
• Create customized financial strategies for clients.
• Offer personalized financial guidance and strategies.
• Support clients in executing financial recommendations.

Skills

Excellent interpersonal skills

Effective communication abilities

Commitment to customer service

Innovative business mindset

Job description

New York Life - Houston General Office • Houston , TX , US

Posted 20 days ago

Description

Are you ready to build a career that makes a difference? At New York Life, we’re expanding our Houston team and seeking motivated, goal-driven individuals to join us as Financial Professionals.

In this role, you will:

• Deliver personalized financial guidance to help clients protect what matters most and achieve their goals.
• Build lasting professional relationships while making a meaningful impact in your community.
• Develop your own practice with the backing of an industry leader.

What we offer:

• Comprehensive training and mentorship from experienced leaders.
• Ongoing support, tools, and resources to ensure your success.
• A career with purpose, growth potential, and the ability to shape your own future.

If you are a strong communicator, enjoy helping others succeed, and are driven to achieve your goals, we invite you to take the first step toward a fulfilling career with New York Life.

Responsibilities

• 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 clients risk tolerance and goals
• Support clients in executing financial recommendations, such as savings schemes, life insurance, mutual funds, and other pertinent financial instruments

Qualifications

• 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 business mindset
• Preferably, possesses relevant knowledge of the financial industry, financial products, and industry best practices
• Sales and finance background is beneficial, though not mandatory

Compensation

$90,000 - $115,000 yearly

About New York Life - Houston General Office

Our goal is to help driven, ambitious peoplefulfill 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: