Financial Consultant

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

Posted 2 hours ago

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. Apply now!

Responsibilities

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

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

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

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.