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Financial Advisor – Wealth Management Path

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

Posted 3 hours ago

New York Life

Location: Austin, TX

Build Your Future While Helping Others Secure Theirs.

Are you an experienced financial advisor looking to expand your practice? Or a successful professional ready to transition into a career with greater independence, purpose, and growth potential?

New York Life is looking for motivated, business-minded individuals interested in building a long-term career in financial services

Our comprehensive planning approach brings together wealth management, retirement strategies, investments, and financial protection to help clients pursue their long-term goals.

The Opportunity

As a New York Life financial professional, you'll have the opportunity to build your own client relationships, grow your career, and help individuals, families, and business owners make important financial decisions.

As you develop your practice and meet the applicable qualifications, you may pursue becoming a Financial Advisor, expanding your ability to provide comprehensive financial planning and investment advisory services.

Ready for Your Next Chapter?

Whether you're looking to take your financial services career further or explore a new professional direction, we'd welcome a conversation.

Build a Career. Develop lasting relationships. Make a meaningful impact.

New York Life is an Equal Opportunity Employer.

What You'll Do

  • Develop lasting relationships with individuals, families, and business owners.

  • Understand clients' financial goals and help develop personalized strategies.

  • Assist clients with financial protection, retirement, and long-term financial objectives.

  • Build and grow a client base through networking, referrals, and community relationships.

  • Pursue professional licensing, education, and development opportunities.

  • For appropriately qualified and affiliated advisors, provide investment advisory and comprehensive financial planning services.

Who We're Looking For

We welcome conversations with:

  • Experienced financial advisors and financial services professionals.

  • Professionals from banking, investments, accounting, business development, or related fields.

  • Business owners and accomplished career changers.

  • Relationship-driven individuals with strong communication and networking skills.

  • Self-motivated professionals interested in developing their own client base.

Financial services experience is valuable but is not required to begin exploring a New York Life financial professional career.

Compensation

$124,000 at plan earnings

Why New York Life & Eagle Strategies?

The Strength of an Established Company

Build your business with access to the resources of New York Life, a Fortune 100 company with more than 180 years of history.

A Path Toward Wealth Management

Qualified financial professionals may pursue an advisory career with Eagle Strategies, providing access to comprehensive financial planning and investment advisory capabilities.

Forward-Thinking Independence

Take an active role in developing your practice, building relationships, and shaping your career.

Training & Professional Development

Access educational resources, professional development, and support designed to help you grow your knowledge and business.

Meaningful Client Impact

Help clients navigate financial decisions that can shape their families' futures for generations.

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