Financial Advisor
$124k - $148kNew York Life
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Responsibilities: • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice Qualifications: • Strong relationship management skills and/or experience required • Must have the ability to successfully network and prospect for new clients • Must possess uncompromising integrity and the ability to communicate complex ideas • Required to effectively network to identify potential new clients • Must possess uncompromising integrity and the ability to communicate complex ideas Compensation: $124,000 - $148,000 yearly
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
Compensation:
$124,000-$148,000 per year
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...Suggested
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at office- ...Day ~ Referral Bonus Program ~ Tuition Assistance Program (TAP) Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love...SuggestedTemporary workFlexible hours
- ...Financial Solutions Advisor - Austin Area Austin, Texas;Austin, Texas; Round Rock, Texas; Austin, Texas; Temple, Texas; Austin, Texas; Austin, Texas; Austin, Texas; Austin, Texas; Round Rock, Texas; Austin, Texas To proceed with your application, you must be at least...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and... ...Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning...SuggestedLocal areaImmediate startRemote workRelocation
- Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Austin area to work plan sponsor relationships, in tax exempt markets...
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
$20k - $120k
...North Star Resource Group is looking to find a candidate for a financial consultant position in Austin, TX. We are looking for a recent... ...under the guidance and mentorship of an experienced financial advisor. If you are looking for a career and profession that involves...Work experience placement$60k
...Job Title: Client Success Financial Advisor Location: Austin, TX (On-site) Employment Type: Full-Time, Exempt Reporting to: VP of Client Success Compensation: $60,000+ base salary plus monthly commission Benefits: Health, dental, vision, 401(k) with...Base plus commissionFull timeWork at office- $350M+ AUM, TEAM-CENTRIC, SEC RIA Interested? Click HERE for more information. Our client is a premier financial planning and wealth management firm based in Taylor, Texas. They have been serving clients in central Texas and beyond for over two decades. The growth...
- ...Who we are looking for: * A seasoned financial planning professional looking to build their business or a team * An experienced... ...financial professional who wants to join a growing team of financial advisors looking to grow their book of business. * Deep expertise in...Start working today
- A leading financial services company in Austin is seeking motivated individuals ready to build a successful career in financial planning. The role involves growing a client base, educating clients about financial products, and driving client actions through expert recommendations...
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities...Work at officeFlexible hours
- A leading financial services firm in Austin is seeking a Financial Advisor to help clients achieve their financial goals. The ideal candidate has a strong background in investments and finance, holds necessary licenses, and can build strong client relationships. This role...
- About the Opportunity Employment Type: Full-Time We’re hiring a Financial Advisor on behalf of our client—a growing wealth management firm serving high-net-worth individuals and families. This firm delivers an integrated approach to investment management, financial planning...Full timeWork at office
$80k - $180k
Financial Advisor | Must reside in Austin, TX - Hybrid New York Life Insurance Company provided pay range This range is provided by New York Life Insurance Company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base...Full timeLocal areaFlexible hours- ...current industry into a rewarding and impactful career, Equitable Advisors invites you to explore the world of wealth management. We... ...leverage existing skills to establish a successful practice in financial services. Key Responsibilities Build and manage...Shift work
- A leading insurance firm is seeking a Financial Advisor to join their team in Austin, TX. This entry-level role offers a hybrid work model with unlimited earning potential and a clear progression path. The advisor will develop and execute personalized financial plans while...
- ...Holiday Mental Health Day Referral Bonus Program Tuition Assistance Program (TAP) Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you...Temporary workFlexible hours
- ...there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- A leading financial services firm in Austin is seeking a Financial Advisor to expand a client portfolio and offer advanced financial planning. This role combines client advisory with business development, providing a clear path for career advancement and equity participation...
$50k
...and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an...Work at officeWork from homeHome officeFlexible hours$150k - $350k
...experienced annuity specialist looking to scale past your current plateau? We are expanding into Texas and would love to talk to you! Most advisors spend 80% of their time hunting for business and only 20% actually advising. We’ve flipped the script. We specialize in retirement...Local areaMonday to FridayWeekend work$90k - $130k
Posted 3 days ago Description Join us as a Financial Advisor and empower individuals, families, and businesses to achieve financial confidence with New York Life. You'll leverage your expertise to design and implement strategies that help clients reach their financial...Immediate start- UFCU Financial Services, LLC is seeking a Personal Financial Representative in Austin, TX. This role focuses on engaging with members to enhance their financial wellbeing through product education and relationship building. Ideal candidates have at least one year in financial...
- Our advisors help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products...Work experience placement
$60k - $300k
...control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company... .... You will be able to attend training sessions led by top advisors and industry leaders. Stability - You are backed by an almost...Full timeRelocation packageFlexible hours- ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable...Work experience placementWork at officeLocal areaFlexible hours
$100k - $200k
...Estate & Retirement Financial Advisor Pre-Set Appointments - Full Support - Strong Six-Figure Potential Are you an experienced Financial Advisor or Insurance Agent who loves working with clients—but is exhausted by constant prospecting, seminar costs, and chasing...Work at office- ...assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills... ...and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the...ApprenticeshipTraineeshipWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- entry level financial advisor Austin, TX
- jde finance consultant Austin, TX
- financial advisor Austin, TX
- financial planner cfp Austin, TX
- financial planner Austin, TX
- senior financial advisor Austin, TX
- financial planning assistant Austin, TX
- financial advisor associate Austin, TX
- financial counselor Austin, TX
- junior oracle financial functional consultant Austin, TX

