Looking to launch your career as an Entry-Level Financial Professional in Houston, TX? Our team is growing, and we're looking for talented individuals like you. In this role, you will be instrumental in offering expert financial advice and tailored solutions to help clients reach their financial objectives. If you possess excellent communication skills, enjoy building professional connections, and have a genuine passion for assisting others, then this opportunity is perfect for you. Join us at New York Life and leverage your abilities to establish a thriving practice. We are committed to your success and offer comprehensive training, educational resources, and continuous support to prepare you for a rewarding career as a licensed financial professional. Responsibilities: • Engage actively with prospective clients to establish strong connections and act as their trusted financial advisor • Gather financial information from clients to assess their financial status, goals, cash flow, and expectations • Develop personalized financial plans for clients based on potential life milestones and evolving financial needs • Provide tailored financial advice and tactics aligned with client risk tolerance and objectives • Assist clients in implementing financial suggestions, including savings plans, life insurance, mutual funds, and other relevant financial products 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 and entrepreneurial mindset • Preferably, possesses relevant knowledge of the financial industry, financial products, and industry best practices • Sales and finance background is beneficial, though not mandatory Compensation: $90,000 - $115,000 yearly

• Engage actively with prospective clients to establish strong connections and act as their trusted financial advisor • Gather financial information from clients to assess their financial status, goals, cash flow, and expectations • Develop personalized financial plans for clients based on potential life milestones and evolving financial needs • Provide tailored financial advice and tactics aligned with client risk tolerance and objectives • Assist clients in implementing financial suggestions, including savings plans, life insurance, mutual funds, and other relevant financial products