Certified Financial Planner

Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Responsibilities: • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Create customized financial plans suitable for each client based on potential life changes and changing financial needs • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: • Bachelor’s degree in business administration, finance, or related field is required • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • 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 • 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 Compensation: $124,000 at plan commission • Compensation: $124,000 per year #J-18808-Ljbffr New York Life - Austin, TX