Financial Advisor

2 weeks ago

Houston, United States New York Life Full time
Description

Are you a motivated individual looking to join the Financial Advisor team at the Houston branch of New York Life? At New York Life, we empower Advisors to create their own professional paths by offering exceptional training in marketing, client engagement, and impactful communication. Supported by a strong sales team and dedicated development resources, you will have a key role in helping clients achieve their financial goals. Seize the chance to have the backing of New York Life and elevate your career to new horizons

Responsibilities

•Develop and maintain strong relationships with individuals, families, and business entities to recognize their financial goals and devise individualized plans to meet them
•Provide comprehensive financial planning services including retirement planning, investment advice, estate planning, risk management, and insurance solutions
•Analyze customers' financial status, risk tolerance, and investment objectives to create customized financial strategies and recommendations
•Generate tailored financial plans to suit customers' objectives using available investment and insurance products from New York Life
•Continuously review and revise customers' financial plans as needed. Be informed of market developments and changes in regulations to offer up-to-date advice
•Actively search for new clientele through social events, referrals, and prospecting activities to extend the customer base
•Observe ethical standards, industry regulations, and compliance rules in all patron interactions and financial dealings
•Stay educated on industry trends, financial products, and best practices by engaging in ongoing educational and professional growth initiatives provided by New York Life

Qualifications

•Demonstrated success in consistently achieving and exceeding goals
•A Bachelor's degree or completion of a related two-year college program is preferred but not mandatory
•Possesses excellent verbal and written communication skills, with the ability to quickly establish trust and credibility
•Flexible with scheduling, including having the willingness to work weekends and evenings if necessary

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