Client Financial Advisor

NYL•Houston, TX

About The Position

Are you ambitious, driven, and ready to build a career with real impact? We’re looking for a motivated, strategic, and client-focused Financial Advisor to join our growing team in an entry-level role designed for long-term success. This is more than just a job — it’s an opportunity to build your own practice, develop meaningful client relationships, and create a career with unlimited income potential and leadership opportunities. As a Financial Advisor, you’ll help individuals and families take control of their financial future through personalized strategies and comprehensive planning. You’ll gain hands-on experience and professional training in: Risk management & protection strategies Retirement and income planning Investment and wealth-building strategies Estate and legacy planning Debt management & cash flow strategies Real estate and asset accumulation planning Mutual funds and diverse investment options We provide structured training, mentorship from experienced professionals, and ongoing development to help you build confidence, sharpen your skills, and grow a client base. This role combines relationship-building, strategic thinking, and consultative sales. If you are motivated by helping others while building a rewarding, high-growth career for yourself, this opportunity offers the training, mentorship, and platform to succeed

Requirements

Excellent interpersonal and communication skills with a genuine client-first mindset
Business-minded spirit with a strong drive for achievement, growth, and independence
Strategic thinker with sound judgment, attention to detail, and strong analytical abilities
Willingness to obtain a state Life & Health insurance license (full training and licensing sponsorship provided)

Nice To Haves

Sales, customer service, or financial services experience is a plus — but not required
Bachelor’s degree in business, finance, marketing, or related field preferred (not mandatory)
Bilingual abilities are highly valued and a strong advantage

Responsibilities

Proactively build and maintain strong client relationships through networking, referrals, and outreach
Meet with clients to gather and analyze financial information, goals, and risk tolerance
Design personalized strategies for retirement planning, education funding, wealth protection, and estate planning
Present and recommend a broad range of financial solutions, including life insurance, annuities, mutual funds, and other investment options
Guide clients through implementation and conduct ongoing reviews to ensure strategies stay aligned with their evolving goals
Partner with fellow New York Life professionals to deliver comprehensive, holistic financial solutions