Personal Financial Planner

New York Life
- Sugar Land
• Houston , TX , US

Posted 3 days ago

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Be a coachable, organized team member interested in pursuing training development and educational opportunities

• A required Bachelor’s degree in business administration, finance, or similarly related field
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

$65,000 - $106,000

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

Contact New York Life today to discover what making a living while making a difference is all about.