Junior Financial Advisor — Launch Your Wealth Career

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

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.