Financial Advisor

New York Life - Houston General Office
Houston, TX, US
$72K-$110K a year
Full-time

Job Description

Job Description

Are you looking to become a part of New York Life's team of Financial Advisors in Houston? Join us and enjoy the autonomy to carve out your own career path through exceptional training in marketing, client interaction, and effective communication.

Backed by a dedicated sales team and exclusive growth opportunities, you will play a vital role in assisting clients in reaching their financial aspirations.

Don't miss this opportunity to access full-fledged support from New York Life as you advance your career to unprecedented levels! Compensation :

$72,000 - $110,000 yearly

Responsibilities :

  • Build and maintain strong relationships with individuals, families, and businesses to understand their financial goals and create customized plans.
  • Offer comprehensive financial planning services, including retirement, investment, estate planning, risk management, and insurance.
  • Analyze clients' financial situations to develop tailored strategies and recommendations.
  • Continuously update plans based on market trends and regulatory changes.
  • Actively seek new clients through networking and referrals.
  • Adhere to ethical standards and industry regulations.
  • Stay informed about industry trends and best practices through New York Life’s educational resources.

Qualifications :

  • Proven track record of consistently meeting and surpassing sales goals
  • Bachelor’s degree or relevant two-year college program preferred but not required
  • Exceptional verbal and written communication skills with the ability to build trust and credibility quickly
  • Flexible schedule and commitment to work-life balance

About Company

With a rich history of over 175 years, New York Life stands as a top mutual life insurance company in the U.S., dedicated to delivering financial security and stability to its policyholders.

As a prestigious organization, New York Life offers rewarding career opportunities. Its strong values, focus on employee development, and commitment to improving policyholders' lives foster an environment that supports both personal and professional growth.

30+ days ago
Related jobs
Promoted
The Bank of America Corporation
Houston, Texas

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Ser Solutions Advisor, Advisor, Financial, Solutions,...

ENGIE
Houston, Texas

As our Financial Reporting Advisor, you will play a crucial role in compiling and delivering International Financial Reporting Standards (IFRS) and/or Generally Accepted Accounting Principles (GAAP)-based financial statements, reporting packages, and analysis to local management, ENGIE Group, and va...

New York Life - Houston General Office
Houston, Texas

Are you looking to become a part of New York Life's team of Financial Advisors in Houston? Join us and enjoy the autonomy to carve out your own career path through exceptional training in marketing, client interaction, and effective communication. Backed by a dedicated sales team and exclusive g...

First Command Financial Services, Inc.
Houston, Texas

All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. In the recruiting of Financial Advisors, First Comm...

PNC Investments LLC
Houston, Texas
Remote

Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holid...

LPL Financial
Houston, Texas

This employment opportunity at Alliant Credit Union in Houston, TX would allow you to join the Investment Program at Alliant Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. Financial Advisor - Alliant Credit U...

Thrivent
Houston, Texas

Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals....

Farther
Houston, Texas

As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a h...

Gpac
Houston, Texas

Are you a Financial Advisor with an exiting book of business that generates at least $350k in Annual Revenue and growing. ...

Corebridge Financial
Houston, Texas

Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. Presentations include enrollment meetings, age-based financial education meetings, and sophisticat...