Junior Financial Professional

Junior Financial Professional New York Life - Houston General Office Houston, TX Job Details $90,000 - $115,000 a year 9 hours ago Qualifications Finance advising Customer relationship building Financial analysis Managing clients in a finance role Financial services Portfolio management Communication skills Entry level Full Job Description Are you ready to build a career that makes a difference? At New York Life, we're expanding our Houston team and seeking motivated, goal-driven individuals to join us as Financial Professionals . In this role, you will: Deliver personalized financial guidance to help clients protect what matters most and achieve their goals. Build lasting professional relationships while making a meaningful impact in your community. Develop your own practice with the backing of an industry leader.

What we offer:

Comprehensive training and mentorship from experienced leaders. Ongoing support, tools, and resources to ensure your success. A career with purpose, growth potential, and the ability to shape your own future. If you are a strong communicator, enjoy helping others succeed, and are driven to achieve your goals, we invite you to take the first step toward a fulfilling career with New York Life.

Compensation:

$90,000 - $115,000 yearly

Responsibilities:

Provide tailored financial advice to clients, ensuring their financial security and helping them achieve their goals. Cultivate and maintain strong relationships with clients, fostering trust and long-term partnerships. Analyze clients' financial situations and develop comprehensive plans that align with their objectives. Stay informed about industry trends and changes, ensuring clients receive up-to-date and relevant advice. Collaborate with team members to share insights and strategies, enhancing overall client satisfaction. Participate in ongoing training and professional development to continuously improve your skills and knowledge. Utilize company resources and tools to efficiently manage client portfolios and track progress towards goals.

Qualifications:

Experience in providing personalized financial advice to diverse clients. Ability to cultivate and maintain strong, trust-based relationships with clients. Proven track record of analyzing financial situations and developing comprehensive plans. Strong understanding of current industry trends and ability to apply them in client interactions. Excellent communication skills to effectively share insights and strategies with team members. Commitment to ongoing professional development and continuous learning. Proficiency in using financial tools and resources to manage client portfolios efficiently. About Company Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Become your own boss, and discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We'll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: Expert training Supportive management Extensive sales and marketing support Backed by over 175 years of experience