Associate Financial Planner

New York Life - Austin, TX • Austin, TX, US

Posted 7 months ago

Description

Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

Responsibilities

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
Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
Design customized financial plans suitable for each client based on potential life changes and changing financial needs

Qualifications

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

Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
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
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
A Bachelor’s degree in business administration, finance, or a related field is required
Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred

Compensation

$124,000 at plan commission

About New York Life - Austin, TX

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.

Ready to take control of your future and make a difference? Apply today and start building your career with New York Life.