Entry-Level Financial Professional

New York Life - Houston General Office

Entry-Level Financial Professional

Houston, TX
Full Time
Paid
  • Responsibilities

    - Are you a driven individual looking to launch a career as an Entry-Level Financial Professional in Houston, TX, US?- Our team is growing, and we are in search of talented individuals like yourself.- In this role, you will be instrumental in delivering expert financial advice and tailored solutions to help clients reach their financial objectives.- If you possess excellent communication skills, enjoy building business relationships, and have a genuine desire to assist others, then this position is perfect for you.- Join New York Life and leverage your talents to build a thriving practice.- We are committed to your success and offer comprehensive training, educational resources, and steadfast support to prepare you for a rewarding career as a licensed financial professional. Responsibilities: • Actively engage with potential clients to build strong relationships and serve as their trusted financial advisor • Collect financial data from clients to evaluate their financial situation, objectives, cash flow, and anticipations • Create customized financial plans for clients based on potential life events and changing financial requirements • Deliver personalized financial advice and strategies that match client risk tolerance and goals • Aid clients in executing financial recommendations, such as savings strategies, life insurance, mutual funds, and other pertinent 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

    • •
    • Actively engage with potential clients to build strong relationships and serve as their trusted financial advisor •
    • Collect financial data from clients to evaluate their financial situation, objectives, cash flow, and anticipations •
    • Create customized financial plans for clients based on potential life events and changing financial requirements •
    • Deliver personalized financial advice and strategies that match client risk tolerance and goals •
    • Aid clients in executing financial recommendations, such as savings strategies, life insurance, mutual funds, and other pertinent products

  • Compensation
    $90,000-$115,000 per year