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Entry Level Financial Professional

3 months ago

Houston, United States New York Life Full time
Description

Are you adept at active listening and skilled at crafting data-driven strategies? We are in search of a results-oriented individual who is eager to venture into the financial services sector The ideal candidate for our entry-level financial advisor position is enthusiastic about fostering enduring connections and delving into financial data, estate planning, business management, mutual funds, and more. If you possess excellent interpersonal skills and a keen attention to particulars, submit your application today

Responsibilities

•Develop strong connections with new clients in Houston, TX as their trusted financial consultant
•Customize financial strategies for each client based on their career, life phase, and evolving financial requirements
•Analyze the financial data of clients accurately to assess their financial standing, objectives, retirement plans, and other wealth management aspects
•Embrace a structured and receptive team approach to learn from colleagues
•Support clients in realizing their financial objectives through well-thought-out product, strategy, and investment recommendations

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