Financial Advisor

New York Life- Phyu Team

  • Houston, TX
  • Permanent
  • Full-time
  • 2 months ago
  • Apply easily
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking an individual who is looking 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
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Qualifications:
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
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.

New York Life- Phyu Team