Financial Services Expert

6 days ago


Houston, Texas, United States New York Life - Houston General Office Full time

At New York Life, we're committed to helping individuals and families achieve their long-term financial goals. We're seeking a talented Financial Advisor to join our team in Houston, Texas.

Compensation and Benefits

The estimated salary for this role is $80,000 - $120,000 per year, with opportunities for advancement and professional growth. Our comprehensive benefits package includes competitive compensation, retirement planning options, and access to ongoing training and development programs.

About the Role

We're looking for a motivated and customer-focused individual who can build strong relationships with clients and provide personalized financial solutions. As a Financial Advisor, you'll work closely with clients to assess their financial needs, develop tailored strategies, and recommend suitable products from our extensive portfolio. You'll also have the opportunity to collaborate with other professionals within our organization to deliver holistic financial solutions.

Key Responsibilities
  • Work closely with clients to understand their financial objectives and risk tolerance, developing customized financial plans to meet their needs.
  • Leverage your knowledge of complex insurance products, retirement accounts, and investment options to guide clients in making informed financial decisions.
  • Recommend suitable products and solutions from our advanced portfolio, including life insurance, annuities, and investment options.
  • Develop strategic approaches for client acquisition and retention, leveraging your skills in networking and community engagement.
  • Provide ongoing support to clients through regular reviews and strategy adjustments, ensuring alignment with their evolving financial needs.
Requirements and Qualifications

To be successful in this role, you'll need:

  • A valid state Life & Health insurance license.
  • Proven experience in the financial services industry, particularly in areas such as life insurance, retirement planning, and wealth management.
  • An in-depth understanding of complex financial products and solutions.
  • Strong sales and communication skills, with the ability to explain complex concepts in an accessible manner.
  • A commitment to maintaining high ethical standards and adhering to all regulatory requirements.

If you're passionate about helping others achieve their financial goals and are committed to delivering exceptional service, we encourage you to apply for this exciting opportunity.



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