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Junior Financial Advisor

Job in Houston, Harris County, Texas, 77246, USA
Listing for: NYL - West Houston Office
Full Time position
Listed on 2026-01-12
Job specializations:
  • Sales
    Financial Sales, Insurance Sales
  • Finance & Banking
    Financial Sales, Insurance Sales
Salary/Wage Range or Industry Benchmark: 90000 - 154000 USD Yearly USD 90000.00 154000.00 YEAR
Job Description & How to Apply Below

This is a full‑time sales role at New York Life. The position offers professional growth, meaningful impact, and upside earning potential. It’s the first step toward a lasting career with one of the most trusted names in financial services.

What You’ll Gain
  • Industry‑leading training, mentorship, and development
  • Clear career paths, including opportunities for leadership
  • A purpose‑driven environment focused on helping others succeed
  • Opportunities to achieve your full potential within your career
Benefits
  • 401(k) and pension plan
  • Medical, dental, & vision health coverage
  • Life & disability insurance
  • Bonuses & incentives

Please note that this is a sales position!

Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial goals and needs.
  • Provide personalized financial advice and solutions to help clients achieve their objectives.
  • Conduct regular reviews of clients’ financial plans to ensure they remain aligned with their goals.
  • Stay informed about industry trends and changes to offer clients the most current advice.
  • Collaborate with team members to enhance service offerings and client satisfaction.
  • Participate in ongoing training and development to continuously improve your skills and knowledge.
  • Assist in the preparation of financial documents and reports for client meetings and presentations.
Qualifications
  • Strong desire to help others and make a positive impact.
  • Enterprising mindset with a drive to achieve results.
  • Excellent communication and relationship‑building skills.
  • Aspiration to grow into leadership or management roles as your career advances.
  • Self‑disciplined, goal‑oriented, and resilient.
  • Commitment to continuous learning and professional development to stay ahead in a dynamic industry.
  • Ability to thrive both independently and in a collaborative, team‑driven environment.
  • Bilingual skills are a plus.
  • Previous sales or financial services experience is helpful but not required.
  • Bachelor’s degree preferred, but not required.
  • Must be willing to obtain a state Life and Health license (training provided).
Compensation

$90,000 - $154,000 at plan earnings.

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