Financial Services Professional

New York Life; Midland (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

New York Life is hiring a Financial Services Professional for Midland, TX to meet with clients, assess financial goals, and develop personalized strategies.

The role involves analyzing finances, recommending investments and retirement plans, and maintaining ongoing client relationships while staying compliant with regulations and market trends.

Qualifications

• Strong communication skills for client interaction and relationship management.
• Ability to build trust, maintain confidentiality and demonstrate integrity.
• Excellent organizational, time-management and follow-up skills.
• Candidates should have or be willing to obtain FINRA securities registrations and state insurance licenses.
• Experience or knowledge in Financial Planning, Retirement Planning, Estate Planning incl. Business Succession and Philanthropy.
• Bachelor's degree in Finance, Business, Economics, or related field preferred but not required.

Responsibilities

• Meet with individuals, families, and businesses to understand financial goals and develop personalized strategies.
• Analyze financial information and prepare recommendations for investments and retirement plans.
• Present tailored solutions and maintain ongoing client relationships.
• Monitor accounts and adjust strategies as needs change.
• Stay informed about market trends and regulatory/compliance requirements; collaborate with internal teams.

Skills

Communication

Integrity

Organization

Time management

Follow-up

FINRA license

Insurance license

Financial planning

Retirement planning

Estate planning

Business succession

Philanthropy

Education

Bachelor's degree in Finance/Business/Economics

Job description

Company Description

NYLIFE Securities LLC is a broker-dealer affiliated with New York Life, a long-established organization in the financial services industry. The firm offers a broad range of investment and insurance products designed to help clients pursue long-term financial security. Team members benefit from structured training, compliance support, and access to proven financial solutions. The culture emphasizes ethical conduct, client education, and building lasting relationships. Professionals join a network that values continuous learning and professional growth.

New York Life Insurance Company is ranked #62 in Fortune 500 Company's and has a general account valued over $338 billion. It has the highest ratings as a financial services company, and has been there for clients when needed the most since before the American Civil War.

Role Description

This full-time, on-site Financial Services Professional role is based in Midland, TX. The position focuses on meeting with individuals, families, and businesses to understand their financial goals and develop personalized strategies. Daily responsibilities include conducting client consultations, analyzing financial information, preparing recommendations for investments and retirement plans, and presenting tailored solutions. The role also involves maintaining ongoing client relationships, monitoring accounts, and adjusting strategies as needs change. Additional tasks include staying informed about market trends, collaborating with internal teams, and adhering to regulatory and compliance requirements.

Qualifications

• Candidates should possess strong Communication skills for client interaction and relationship management.
• Ability to build trust with clients, demonstrate integrity, and maintain confidentiality.
• Strong organizational, time-management, and follow-up skills.
• Relevant licenses (such as FINRA securities registrations and state insurance licenses) or willingness to obtain them.
• Candidates should possess or be willing to obtain skills in Financial Planning, Retirement Planning, Estate Planning including Business Succession and Philanthropy, and related analytical decision-making.
• Bachelor's degree in Finance, Business, Economics, or a related field is preferred but not required.
• Comfort working in an on-site environment and engaging with the local community in Midland, TX.