Impactful Financial Planner & Advisor

New York Life - Austin, TX; Austin (TX); On-site; USD 110,000 - 140,000; Full time

Job summary

New York Life is seeking an experienced financial advisor to help clients meet their financial goals with personalized planning and exceptional service. You will build long-term client relationships, tailor financial plans, and leverage your knowledge of life insurance, mutual funds, and retirement products to drive growth in a compliance-driven environment.

Strong communication, detail orientation, and the drive to advance professionally are essential as you manage client portfolios and expand

Qualifications

• Experience in financial services with a focus on client advisory.
• Strong communication, relationship-building, and service mindset.
• Familiarity with financial products and tax regulations.

Responsibilities

• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Customize financial plans for each client based on potential life changes and changing financial needs
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Gather each client’s financial information to determine financial status, cash flow, financial goals, 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
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred

Skills

Communication skills

Presentation skills

Relationship building

Self-motivation

Time management

Leadership potential

Sales / business development

Financial industry knowledge

Attention to detail

Education

CPA license

CFP Certification

FINRA Series 7 & 66

Tools

MS Office

Google Suite

CRM systems

Financial planning software

Job description

New York Life is seeking an experienced financial advisor to help clients meet their financial goals with personalized planning and exceptional service. You will build long-term client relationships, tailor financial plans, and leverage your knowledge of life insurance, mutual funds, and retirement products to drive growth in a compliance-driven environment.

Strong communication, detail orientation, and the drive to advance professionally are essential as you manage client portfolios and expand