EntryLevel Financial Advisor

NYL - West Houston Office; Houston (TX); On-site; USD 75,000 - 135,000; Full time

Benefits offered by this job

Training and mentorship

Platform for growth

Job summary

New York Life's West Houston Office is seeking an entry-level financial advisor to learn wealth management fundamentals and help clients pursue their financial goals. The role emphasizes coaching, effective communication, and a proactive approach to client service.

You will build relationships, gather financial information, design strategies for retirement, education, wealth protection, and estate planning, and present a broad range of solutions.

Qualifications

• Excellent communication, superb math and analytical skills are essential.
• Strong decision-making ability is needed for sound financial guidance.
• Eagerness to learn and pursue training in financial planning and wealth management.

Responsibilities

• Be coachable and organized, pursue training development and education opportunities.
• Develop tailored financial plans considering clients' life stage and needs.
• Identify and secure new clients as a trusted advisor for key financial decisions.
• Compile client financial profiles to provide sound advice on status, goals, and wealth management.
• Support progress toward goals through strategic product, plan, and investment recommendations.

Skills

Communication skills

Math proficiency

Analytical skills

Client relationship building

Networking

Job 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.

Responsibilities

• 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

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

What You’ll Do: • Proactively build and maintain strong client relationships through networking, referrals, and outreachMeet with clients to gather and analyze financial information, goals, and risk toleranceDesign personalized strategies for retirement planning, education funding, wealth protection, and estate planningPresent and recommend a broad range of financial solutions, including life insurance, annuities, mutual funds, and other investment optionsGuide clients through implementation and conduct ongoing reviews to ensure strategies stay aligned with their evolving goalsPartner with fellow New York Life professionals to deliver comprehensive, holistic financial solutionsThis 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

Compensation: $75,000-$135,000 per year