Junior Financial Planner: Client Wealth Skills
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2025-12-19
Listing for:
New York Life- Phyu Team
Full Time
position Listed on 2025-12-19
Job specializations:
-
Finance & Banking
Financial Advisor, Banking & Finance, Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial services company in Houston is seeking an eager entry-level financial advisor to help clients achieve their financial goals through strategic planning services. The ideal candidate will have a basic understanding of the financial industry, exemplary math and communication skills, and a bachelor’s degree in a related field. Responsibilities include customizing financial plans, making investment recommendations, and building client relationships.
Competitive compensation offered in the range of $65,000 to $106,000 annually.
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