Are you a highly motivated individual seeking a career as an Entry-Level Financial Professional in Houston, TX, US? Our expanding team is on the lookout for talented individuals like you. In this role, you will be tasked with offering expert financial advice and tailored solutions to assist clients in reaching their financial objectives. If you possess excellent interpersonal skills, a drive for entrepreneurship, and a genuine passion for helping others, this opportunity is perfect for you. Join us at New York Life and leverage your abilities to establish a thriving practice of your own. Rest assured, our team is fully committed to your success. We deliver comprehensive training, educational resources, and unwavering support to equip you for a rewarding career as a licensed financial professional.

$90,000 - $115,000 yearly

• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Customize financial plans for each client based on potential life changes and changing financial needs
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products

• Superior relationship skills, communication skills, and customer service skills are necessary
• Entrepreneurial mindset
• Relevant knowledge of the financial industry, financial products, and best practices is preferred
• Experience in sales & finance is helpful but not required

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 training
• Supportive management
• Extensive sales and marketing support
• Backed by over 175 years of experience