Financial Consultant

New York Life - Austin, TX; Austin (TX); On-site; USD 112,000 - 136,000; Full time

Job summary

New York Life is seeking an experienced financial advisor in Austin, TX to help clients design and implement strategies for their goals. A Bachelor's in business or finance and professional licenses like CPA or CFP with FINRA 7 & 66 are required.

You will build long-term client relationships, design customized financial plans, and continuously seek new prospects while delivering exceptional service and maintaining compliant records, with growth opportunities within a respected firm.

Qualifications

• Bachelor’s degree in business administration or finance required.
• Current CPA or CFP with FINRA Series 7 and 66 required.
• Strong communication and relationship-building skills are essential.
• Sales or business development experience preferred.

Responsibilities

• Design customized financial plans for each client based on life changes and needs.
• Identify, pursue, and establish relationships with new clients as the trusted advisor.
• Provide excellent customer service and track communications in client files.
• Research and propose strategies aligned with client risk tolerance and objectives.
• Compile client financial information to determine goals, status, cash flow, and expectations.
• Maintain up-to-date knowledge of financial products, tax regulations, and best practices.

Skills

Communication skills

Relationship building

Sales / business development

Education

Bachelor's degree in business administration or finance

CPA or CFP certification with FINRA Series 7 & 66

Tools

MS Office

Google Suite

CRM systems

Financial planning software

Job description

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills.

• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Background in sales, business development, leadership, or other performance-driven roles; professional experience preferred
• Strong communication, presentation, and relationship-building skills with the ability to influence and earn trust
• Self-motivated and competitive with a business mindset, capable of managing time, priorities, and client relationships independently
• Demonstrated desire to grow professionally, take on increased responsibility, and pursue leadership and advancement opportunities
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• Bachelor’s degree in business administration, finance, or related field is required
• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required

Compensation

$124,000 at plan commission

Build a career where your ambition, impact, and income can grow together. As a Financial Services Professional with New York Life, you’ll help individuals, families, and businesses achieve financial confidence while building a career with one of the most respected companies in the industry—backed by over 180 years of financial strength and stability.

If you’re driven by the ability to make a positive impact and want clear paths for advancement and long-term growth, New York Life provides the platform to build a meaningful, rewarding career.