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Junior Financial Advisor
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-01-12
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
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
- 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.
- 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).
$90,000 - $154,000 at plan earnings.
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