Financial Planner

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. Qualifications 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. Compensation $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. #J-18808-Ljbffr New York Life - Austin, TX