More jobs:
Financial Planner
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-06-24
Listing for:
New York Life - Austin, TX
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Sales, Insurance Sales -
Sales
Financial Sales, Insurance Sales
Job Description & How to Apply Below
Responsibilities
- Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan.
- Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs.
- Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.
- Employ a research-based approach to providing financial advice and strategies based on educational meetings and seminars centered on client risk tolerance and financial goals.
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
- Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
- Must possess uncompromising integrity and the ability to communicate complex ideas.
- Must have the ability to successfully network and prospect for new clients.
- Must have effective relationship management skills.
- Required to effectively network to identify potential new clients.
$124,000 – $148,000 per year.
Equal Opportunity Employer (M/F/D/V). Medical, dental, vision, long‑term disability, and group term life insurance available.
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