Financial Planning Consultant

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

Posted 2 hours ago

Description

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

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

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

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

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.