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Strategic Financial Planner & Client Advisor

Job in Austin, Travis County, Texas, 78716, USA
Listing for: New York Life - Austin, TX
Full Time position
Listed on 2026-05-30
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 124000 - 148000 USD Yearly USD 124000.00 148000.00 YEAR
Job Description & How to Apply Below
Position: Strategic Financial Planner & Client Growth Advisor

New York Life - Austin, TX is seeking a Financial Advisor to utilize a CRM for organizing clients’ financial profiles and create customized financial plans. The ideal candidate will possess integrity, strong relationship management skills, and effective networking abilities to identify and support new clients.

Compensation ranges from $124,000 to $148,000 annually, with benefits including medical, dental, vision, and group term life insurance.

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