Associate Financial Planner
New York Life- Sugar Land, Houston, TX, United States
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!
Responsibilities
Serve as a collaborative team player willing to further development through continued training opportunities
Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and other factors related to wealth management
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Qualifications
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
Basic understanding of the role of a financial advisor or financial consultant; interest in the financial industry and financial products is necessary
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
A Bachelor’s degree in finance, business administration, or an alternate related analytical field is required
Must be based out of the greater Houston area
Compensation
$65,000 - $106,000 commission based per year.
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Responsibilities
Serve as a collaborative team player willing to further development through continued training opportunities
Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and other factors related to wealth management
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Qualifications
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
Basic understanding of the role of a financial advisor or financial consultant; interest in the financial industry and financial products is necessary
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
A Bachelor’s degree in finance, business administration, or an alternate related analytical field is required
Must be based out of the greater Houston area
Compensation
$65,000 - $106,000 commission based per year.
#J-18808-Ljbffr