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Entrylevel Financial Coach Jobs in Texas (NOW HIRING)

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Entrylevel Financial Coach information

What is the difference between Entrylevel Financial Coach vs Financial Advisor?

AspectEntrylevel Financial CoachFinancial Advisor
CertificationsNone required, some may pursue CFP or similarCFP, CFA, or other financial planning certifications often required
Work EnvironmentCommunity centers, non-profits, online platformsFinancial firms, banks, independent practices
Primary FocusBudgeting, debt management, financial educationInvestment planning, wealth management, comprehensive financial advice

Entrylevel Financial Coaches typically focus on helping clients improve budgeting and financial literacy, often with minimal certifications. Financial Advisors usually provide investment and wealth management services, often requiring professional certifications. While both roles serve clients' financial needs, Coaches emphasize foundational skills, whereas Advisors handle complex financial planning.

What are popular job titles related to Entrylevel Financial Coach jobs in Texas? For Entrylevel Financial Coach jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Coach jobs in Texas look for? The top searched job categories for Entrylevel Financial Coach jobs in Texas are:
What cities in Texas are hiring for Entrylevel Financial Coach jobs? Cities in Texas with the most Entrylevel Financial Coach job openings:

Financial Professional / Advisor Bilingual (Vietnamese)

New York Life

Frisco, TX

Full-time

Medical, Dental, Life, Retirement

Re-posted 24 days ago


Job description

Job Description

Entry level or new college graduate opportunities rarely give you a Financial Professional (Agent) opportunity that allows you to manage your own book of business. As a New York Life Insurance Company Financial Professional (Agent), you will not only manage your own book of clients, but provide clients with insurance options and customer service. You will help your clients prepare for long-term financial stability and security.

New York Life is currently seeking self-motivated, driven individuals with a passion for making a positive impact on peoples' lives. Your collegiate experience as a student, a member of student organizations, a leader, or a student athlete have given you the skills you need to launch a career in a company with a well-known reputation and resources. Your entrepreneurial spirit and desire for personal growth can take you wherever you want to go, and New York Life can help.

As a Financial Professional (Agent), you will have the freedom to build your network of insurance clients and business associates who are looking for insurance and financial solutions. Many of our Agents started their careers with New York Life, right out of college.

Entry Level candidates are encouraged to apply.

Responsibilities of Financial Professional - Financial / Insurance - Entry Level

Schedule appointments and meet with potential clients

Make product recommendations to help clients meet their financial goals

Provide ongoing service and support to existing policyholders

Be a structured and coachable team player that is open to training development and further education

Discipline to be in business for yourself, but not by yourself

New York Life offers you not just another job, but career possibilities!

We are looking for people who possess the following background/characteristics:

*4-year degree *

*Highly self-motivated and self-disciplined with the ability to work effectively with little or no supervision *

*Outgoing personality with the ability to develop relationships (i.e., "People Person") *

*Fearless, positive attitude and willingness to be accountable for results *

*Organized, detail-oriented and excellent time-management skills *

Desire for continuous learning

*Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner *

Benefits

We offer a comprehensive benefits package that includes:

Health/Dental/Life/Disability from day one

401(k) plan after one year of service and Defined Pension Plan*

Continuing education reimbursement

*Reimbursement for industry designations *

*Discounts from major wireless carriers *

*Local discounts (based on location) for gym memberships *

Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, agent, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason.


NorCal Orange logo

About NorCal Orange

Sourced by ZipRecruiter

Industry

Colleges, universities, and professional schools

Company size

11 - 50 Employees

Headquarters location

Syracuse, NY, US