Entry Level Financial Professional
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 :
$90,000 - $115,000 yearly
Responsibilities :
- Build strong relationships with new clients in Houston, TX by acting as their trusted financial advisor
- Tailor financial plans for each client based on their career, life stage, and changing financial needs
- Evaluate each client’s financial information to determine their financial status, goals, retirement plans, and other wealth management factors accurately
- Be a structured and coachable team player open to learning from team members
- Assist clients in achieving their financial goals through strategic product, plan, and investment suggestions
Qualifications :
- Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other relevant tools is highly preferred for this role
- Exceptional communication skills and strong mathematical abilities are essential, along with a proven history of cultivating enduring relationships with both existing and potential clients
- Basic understanding of financial industry principles, financial products, and the responsibilities of a financial advisor is an advantage when applying for this position
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
Entry-Level Financial Professional (Remote)
We believe in a holistic approach to financial empowerment, which is why we have a three-part mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; and turn wealth into impact. You will engage with clients, providing financi...
Entry Level Financial Advisor
Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess ...
Entry Level Accountant
Are you a recent graduate or a young professional looking to kickstart your accounting career? Look no further! Our family-owned organization is seeking a dynamic and ambitious individual to join our team as an Entry Level Accountant. Join Our Team - Entry Level Accountant Opportunity . What qualif...
Entry Level Financial advisor
Our entry level Financial Professional training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. Our exclusive Holistic ...
Entry-Level Financial Professional (Remote)
We believe in a holistic approach to financial empowerment, which is why we have a three-part mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; and turn wealth into impact. You will engage with clients, providing financi...
Entry Level Auditor
Preferred Qualifications for Entry Level Auditor:. ...
Entry Level Accountant
Are you a recent graduate or a young professional looking to kickstart your accounting career? Look no further! Our family-owned organization is seeking a dynamic and ambitious individual to join our team as an Entry Level Accountant. Join Our Team - Entry Level Accountant Opportunity . What qualif...
Entry Level Internal Auditor
Our client offers a supportive, collaborative work environment that values innovation and professional development. As an Internal Auditor at our client's company, you will play a critical role in ensuring the accuracy and efficiency of their financial processes. Conduct comprehensive financial audi...
Entry Level Technician I - Construction
Technician I - Construction Professional Service Industries, Inc. What it takes to be successful in this role: * High School Diploma or equivalent is preferred * ACI Certification preferred * Valid Driver's License and reliable driving record is required ...
Entry Level Accountant
Are you a recent graduate or a young professional looking to kickstart your accounting career? Look no further! Our family-owned organization is seeking a dynamic and ambitious individual to join our team as an Entry Level Accountant. Join Our Team - Entry Level Accountant Opportunity. What qualific...