Job Description

Are you ready to launch a meaningful career in financial services? New York Life’s Houston office is growing, and we’re looking for driven, goal-oriented individuals to join our team as Entry-Level Financial Professionals. This is an outstanding opportunity for self-motivated people who want to make a lasting impact while building a fulfilling and successful career. As a Financial Professional, you’ll deliver tailored guidance and smart financial solutions to help clients reach their goals and protect what matters most. With industry-leading training and ongoing support, you’ll have everything you need to build your own practice and create meaningful change in the lives of the families and individuals you serve. If you’re a strong communicator, enjoy developing professional relationships, and are passionate about helping others succeed, this opportunity is built for you. Join New York Life and put your strengths to work in a career with purpose. We’re committed to your growth and will provide the training, tools, and resources you need to thrive as a licensed Financial Professional. 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

About Company: Our goal is to help driven, ambitious people fulfill 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: Expert trainingSupportive managementExtensive sales and marketing supportBacked by over 175 years of experience

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