Financial Services Representative
New York Life
Frisco, TXFresher4h agovia LinkedIn
Posted 12 Nov 2026, 19:47 ET · Last seen open on LinkedIn 12 Nov, 19:47 ET
This job at a glance
- Who can apply
- New grads, no experience needed
- Must know
- NetworkingData analysis
- Work
- On-site in Frisco
- Pay
- Not stated by the employer.
- Skill demand
- Data analysis29%Networking4%of 102 similar entry-level jobs posted in the US this week
- Listed
- Nov 12, 2026 · still open
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About the Role
Empower individuals and families to achieve their financial dreams as a Financial Services Representative. You will be part of a team celebrated for its strength and respected across the nation, helping to build strong financial futures for clients and yourself. The role offers an innovative culture that nurtures growth and abundant opportunities for career advancement, with a commitment to work-life balance.
Key Responsibilities
- Guide clients through the process of identifying their financial goals and developing personalized strategies to achieve them.
- Build and maintain strong, trusting relationships with clients by providing consistent, high-quality service and support.
- Collaborate with team members to share insights and strategies, fostering a culture of continuous learning and improvement.
- Stay informed about industry trends and regulatory changes to ensure clients receive the most current and relevant advice.
- Conduct regular reviews of client portfolios to ensure alignment with their evolving financial objectives.
- Utilize advanced financial tools and software to analyze data and provide clients with clear, actionable insights.
- Participate in community events and networking opportunities to expand your professional network and enhance the company's presence in the region.
Compensation
- $75,000 - $90,000+ yearly
Requirements & Tech Stack
- Proficiency in using advanced financial tools and software for data analysis.
Qualifications
- Experience in financial services or a related field, with a focus on client relationship management.
- Ability to develop personalized financial strategies that align with clients' goals and objectives.
- Proven track record of building and maintaining strong, trusting client relationships.
- Strong analytical skills to interpret financial data and provide actionable insights.
- Familiarity with industry trends and regulatory changes to offer current and relevant advice.
- Excellent communication skills to clearly convey complex financial concepts to clients and team members alike.