Associate Financial Advisor

Responsibilities

• Proactively build and maintain strong client relationships through networking, referrals, and outreach
• Met 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

Qualifications

• 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
• 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

Benefits & Support

• 401(k)
• Pension plan
• Health insurance
• Dental insurance
• Vision insurance
• Flexible schedule
• Full training/coaching, Licensing, and mentorship provided

Compensation Package

• This is a performance-based role with strong earning potential, including:
• Commission pay
• Performance bonuses
• Growth-based income opportunities

Compensation

$75,000 - $135,000/year

About NYL - West Houston Office

Founded in 1845, New York Life is the largest mutual life insurance company in the U.S. It marked its 180th anniversary in 2025. As a Fortune 100 company, we are recognized for our financial strength, long-term stability, and commitment to client service. We offer a full suite of life insurance and financial products to help individuals, families, and businesses reach their goals while fostering a collaborative, ethical, and growth-oriented environment for our agents and advisors. With over 180 years of strength and stability, New York Life provides the platform. Your ambition determines how far you go.