Junior Financial Advisor

NYL•Houston, TX

About The Position

This is a full-time sales role! Are you looking to launch a career that combines professional growth, meaningful impact, and upside earning potential? At New York Life , we’re seeking ambitious individuals who are eager to help families and businesses protect their financial futures while building a business of their own. This opportunity is more than a job; it’s the first step in having a lasting career with one of the most trusted names in the financial services industry. If you’re motivated, coachable, and ready to step into a role where your success is directly rewarded , we’d love to connect. At New York Life, you’ll have the freedom to grow your career your way, backed by world-class training, professional mentorship, and the strength of a company clients have trusted for over 180 years. What You’ll Gain: Industry-leading training, mentorship, and development Clear career paths, including opportunities for leadership A purpose-driven environment focused on helping others succeed Opportunities to achieve your full potential within your career

Requirements

Please note that this is a sales position!
Strong desire to help others and make a positive impact.
Enterprising mindset with a drive to achieve results.
Excellent communication and relationship-building skills.
Aspiration to grow into leadership or management roles as your career advances.
Self-disciplined, goal-oriented, and resilient.
Commitment to continuous learning and professional development to stay ahead in a dynamic industry.
Ability to thrive both independently and in a collaborative, team-driven environment.
Must be willing to obtain a state Life and Health license (training provided).

Nice To Haves

Bilingual skills are a plus.
Previous sales or financial services experience is helpful but not required.
Bachelor’s degree preferred, but not required.

Responsibilities

Develop and maintain strong relationships with clients to understand their financial goals and needs.
Provide personalized financial advice and solutions to help clients achieve their objectives.
Conduct regular reviews of clients' financial plans to ensure they remain aligned with their goals.
Stay informed about industry trends and changes to offer clients the most current advice.
Collaborate with team members to enhance service offerings and client satisfaction.
Participate in ongoing training and development to continuously improve your skills and knowledge.
Assist in the preparation of financial documents and reports for client meetings and presentations.