Associate Financial Planner

Associate Financial Planner New York Life- Sugar Land Houston, TX Job Details $65,000 - $106,000 a year 15 hours ago Benefits Retirement plan Qualifications Finance advising Financial planning software Google Workspace Wealth management Customer relationship building Bachelor's degree in finance Basic math Series 66 Client relationship development Bachelor's degree in business administration Finance Series 7 Math Bachelor's degree Prospecting Business Administration CRM system proficiency Productivity software Business Communication skills Entry level Series 63 Full Job Description Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

Compensation:

$65,000 - $106,000 commission based

Responsibilities:

Serve as a collaborative team player willing to further development through continued training opportunities Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

Qualifications:

Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers A Bachelor's degree in finance, business administration, or alternate related analytical field is required Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed Must be based out of the greater Houston area About Company 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.