Financial Advisor

New York Life; Houston (TX); On-site; USD 65,000 - 106,000; Full time

Job summary

New York Life in Houston is seeking an entry-level financial advisor to learn the wealth management craft and help clients reach their financial goals.

Success hinges on clear communication, strong math and analytical skills, and sound decision-making; compensation is commission-based, offering a $65,000 to $106,000 potential.

Qualifications

• Excellent communication skills.
• Strong math and analytical abilities.
• Smart decision-making and judgment.

Responsibilities

• Learn wealth management processes and guide clients toward financial goals.
• Provide financial planning guidance to clients.
• Develop and apply financial advisory skills to assist clients in achieving their objectives.

Skills

Excellent communication

Math skills

Analytical skills

Decision-making

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 financial goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making.

Compensation: $65,000 - $106,000 commission based