Associate Financial Advisor

Job overview

The Associate Financial Advisor is an onsite role serving the greater Houston, TX area. The posting states commission-based compensation of $65,000–$106,000 per year. New York Life describes its work as helping generations of Americans protect their families and attain financial goals. The advisor develops client relationships and provides tailored financial recommendations to help clients define and pursue goals involving risk management, investments, debt, estate planning, and retirement.

What you'll do

• Identify and secure new clients
• recommend financial products, plans, and investments
• assess clients’ cash flow, income, assets, and goals
• customize financial plans to clients’ circumstances and changing needs
• pursue training and educational opportunities.

What we're looking for

Skills & competencies

associate financial advisor

full-time

houston tx

new york life

commission-based

financial planning

client relationships

retirement planning

investment management

risk management

bachelor’s degree required

Work arrangement

• Weekend coverage required

Why this role

Entry-level role with room for growth; a bachelor’s degree in business administration, finance, or a related field is required; FINRA Series 7 and 63/66 licenses are a plus, not required.

About the employer

New York Life- Sugar Land is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.