Senior Financial Advisor — Build Lasting Client Plans

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 Services Professional in Austin, TX to design and implement client financial strategies, focusing on life insurance, savings plans, and investments. Build long-term client relationships and provide exceptional service as you guide clients through changing life circumstances.

The ideal candidate holds a Bachelor's in business or finance, possesses CPA/CFP and FINRA registrations, and demonstrates strong communication and sales abilities with

Qualifications

• Bachelor's degree in business or finance required.
• CPA or CFP license and FINRA Series 7 and 66 required.
• Proven track record in financial advising and client relationship management.
• Strong communication, presentation, and relationship-building skills.
• Experience with CRM systems and financial planning software.

Responsibilities

• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• 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
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Requires a Bachelor’s degree in finance, business administration, or related field

Skills

Communication skills

Presentation skills

Relationship-building

Sales experience

Self-motivated

Time management

Client relationship management

Education

Bachelor's degree in business or finance

Tools

CRM systems

MS Office

Google Suite

Financial planning software

Job description

New York Life is seeking an experienced Financial Services Professional in Austin, TX to design and implement client financial strategies, focusing on life insurance, savings plans, and investments. Build long-term client relationships and provide exceptional service as you guide clients through changing life circumstances.

The ideal candidate holds a Bachelor's in business or finance, possesses CPA/CFP and FINRA registrations, and demonstrates strong communication and sales abilities with