Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Strategic Financial Planner & Client Growth Advisor

$124k - $148k

New York Life - Austin, TX

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

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Strategic Financial Planner & Client Growth Advisor in Austin, TX vacancy
  •  ...Texas is looking for a Senior FP&A Analyst to enhance corporate financial planning and reporting functionalities. This role entails...  ...modeling capabilities. The position offers an opportunity to thrive in a dynamic, high-growth setting. #J-18808-Ljbffr Saronic Technologies
    Suggested

    Saronic Technologies

    Austin, TX
    5 days ago
  • A leading real estate platform is seeking a Senior Financial Analyst to join the FP&A team. This role involves building financial models and supporting management in strategic decision-making. The ideal candidate has 5+ years in finance, expertise in driver-based modeling... 
    Suggested
    Remote work

    Realtor.com

    Austin, TX
    2 days ago
  • Bank of America in Manor, Texas is seeking enthusiastic individuals to engage clients in the lobby and assist with various banking transactions. Responsibilities include building relationships, executing bank culture, and delivering superior client experiences. Ideal candidates... 
    Suggested

    Bank of America

    Manor, TX
    5 days ago
  •  ...Software is looking for a motivated Senior Advisor to join the Financial Planning & Analysis team in Austin,...  ...financial planning, forecasting, and strategic decision-making, working alongside...  ...benefits, and professional growth opportunities. #J-18808-Ljbffr Quest... 
    Suggested

    Quest Software

    Austin, TX
    5 days ago
  • Finance Associate I, FP&A and Strategic Finance Austin, Texas, United States ICON is a technology...  ...We're scaling a business towards hyper-growth and we're assembling a team that will...  ...periods in ICON's history. You'll own financial models, support board and investor... 
    Suggested
    Contract work
    For contractors

    ICON

    Austin, TX
    4 days ago
  •  ...alongside a Series 65 license. The position requires multitasking and a strong attention to detail, with opportunities for professional growth within the organization. Texas Capital Bank prides itself on exceptional customer service and compliance with industry regulations.... 

    Texas Capital Bank

    Austin, TX
    5 days ago
  • City Wide in Austin, Texas is looking for a B2B Sales Executive to drive the growth of its CBS division. In this role, you will identify and maintain relationships with new business clients, overseeing the full sales cycle while meeting sales goals. Ideal candidates will... 

    City Wide

    Austin, TX
    5 days ago
  •  ...actively engaging with customers, executing marketing strategies for client attraction and retention, and ensuring compliance with banking...  ...overall success of the Banking Center. Benefits include career growth opportunities, health insurance, and a flexible work environment... 
    Flexible hours

    Quontic Bank

    Austin, TX
    4 days ago
  • $66.9k - $117.1k

     ...Description The Worldwide Retail Growth & Development team within Grocery Stores Finance seeks a strategic Senior Financial Analyst who will be the operational backbone of our Real Estate Optimization pillar, transforming complex asset management challenges into streamlined... 
    Worldwide
    Flexible hours

    Amazon

    Austin, TX
    2 days ago
  • $64.79k - $109.57k

    BigCommerce Pty. is seeking a Financial Analyst II to join our FP&A team in Austin, Texas. In this role, you will build and enhance financial...  ...close process, and collaborate across teams to inform strategic decisions. The ideal candidate has a Bachelor's degree, 3+ years... 
    Work at office
    3 days per week

    BigCommerce Pty.

    Austin, TX
    5 days ago
  • $21 - $30 per hour

     ...Agentic Growth Development Representative As a global leader in cybersecurity, CrowdStrike protects the people, processes and technologies...  ...enterprise-level cybersecurity solutions. You'll be driving strategic use cases that will rapidly develop your expertise for... 
    Hourly pay
    Work experience placement
    Work at office
    Local area

    CrowdStrike

    Austin, TX
    2 days ago
  • $110k - $130k

    Ten Eleven Ventures is seeking a financially-savvy professional in Austin, Texas, to drive financial modeling, reporting, and business partnering...  ...benefits, making it an attractive opportunity for finance professionals seeking growth. #J-18808-Ljbffr Ten Eleven Ventures

    Ten Eleven Ventures

    Austin, TX
    1 day ago
  • $90.4k - $124.3k

    We’re looking for a Corporate Sr. Financial Analyst to join Procore’s rapidly growing Financial...  ...business leaders and executives to make strategic decisions. As a Corporate Sr. Financial...  ...in the unknown, given we are a high growth SaaS organization Enjoys leading and... 
    Local area
    Immediate start

    Dormont Manufacturing Co

    Austin, TX
    5 days ago
  • Bank of America is seeking a Financial Advisor in Austin, Texas, to manage client relationships and provide tailored financial solutions. This role involves consulting clients, understanding their financial goals, and recommending appropriate banking and investment strategies... 

    Bank of America

    Austin, TX
    5 days ago
  • $97k - $192k

     ...for advancement Training & development Vision insurance Role of Financial Representative As a Financial Representative at Modern Woodmen,...  ...leadership in the community, and supporting the continued growth of the local office. Over time, the role can expand to include... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Lonergan Region - Modern Woodmen of America

    Austin, TX
    1 day ago
  •  ...you to collaborate with the CFO and senior leaders as you build financial models and support investor communications. The ideal candidate...  ...analysis and special projects that shape the company's growth trajectory. Join a company at the forefront of innovation in construction... 

    ICON

    Austin, TX
    4 days ago
  • 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 operational support and a defined growth trajectory. #J-18808-Ljbffr MBC Talent Connections

    MBC Talent Connections

    Austin, TX
    2 days ago
  • $97k - $192k

     ...Lonergan Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. The role is ideal for individuals...  ..., are motivated to make a meaningful impact on clients and the local community, and desire to lead,... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Lonergan Region - Modern Woodmen of America

    Austin, TX
    2 days ago
  • $76.15k - $114.04k

     ...key account. Plans, organizes, leads and controls balanced sales growth, continued account penetration and customer satisfaction on a...  ...account, focusing on the establishment and maintenance of the strategic relationship. This role requires you to live within a reasonable... 
    Full time
    Temporary work
    For contractors
    For subcontractor
    Casual work
    Work at office
    Local area
    Remote work
    Work from home
    Night shift

    Canon USA & Affiliates

    Austin, TX
    5 days ago
  • $255k - $300k

     ...Austin is seeking an Enterprise Account Executive focused on strategic data sales to B2B customers. This role requires extensive...  ...a remote-first environment and is responsible for driving growth and managing client relationships effectively. The compensation ranges from $2... 
    Remote work

    Crunchbase

    Austin, TX
    7 days ago
  •  ...its Austin, Texas location. This role involves supporting daily operations of the Corporate Finance team, focusing on financial planning and strategic decision-making. The ideal candidate should have a Bachelor's Degree in Business, excellent analytical capabilities, and... 

    Tesla Motors, Inc.

    Austin, TX
    5 days ago
  • $70k - $150k

     ...Strategic Sales Executive Salary Range $70,000.00 - $150,000.00 Commission/year Position...  ...is behind your personal and professional growth and development. Come join a team that is...  ...Provide comprehensive post-sale support for client orders. Identify and pursue new... 
    Full time
    Flexible hours
    Shift work

    My Wireless

    Austin, TX
    1 day ago
  •  ...of market-making experience. This position offers a competitive salary, 25 days PTO, health benefits, and additional perks. Join this dynamic team to pioneer innovative trading strategies and contribute to the firm's growth in the US market. #J-18808-Ljbffr All Options

    All Options

    Austin, TX
    1 day ago
  •  ...knowledge of fund structures. This position involves maintaining general ledgers, preparing financial reports, and overseeing compliance requirements. The role promises a dynamic environment with opportunities for professional growth and development. #J-18808-Ljbffr Dagen
    Work at office

    Dagen

    Austin, TX
    4 days ago
  • Mariner is seeking a Senior Wealth Advisor in Austin, Texas, to lead a...  ...in crafting comprehensive financial strategies. The ideal...  ...years of experience, strong client relationship skills, and a Bachelor...  ...environment for professional growth and advanced training opportunities... 

    Mariner

    Austin, TX
    1 day ago
  • Lonergan Region - Modern Woodmen of America in Austin, Texas, seeks a Financial Representative to address member financial needs, demonstrate leadership in the community, and support the growth of the local office. The role includes opportunities for recruiting, training... 
    Remote job
    Work at office
    Local area
    Flexible hours

    Lonergan Region - Modern Woodmen of America

    Austin, TX
    1 day ago
  • Robert Ndegwa - State Farm Agent in Austin, Texas is seeking a Financial Services Representative to market financial products and educate customers on their options. You will be responsible for establishing marketing goals, developing leads, and delivering exceptional customer... 
    Flexible hours

    Robert Ndegwa - State Farm Agent

    Austin, TX
    1 day ago
  • $150k - $350k

     ...Enterprise Sales Executive, Growth Austin or New York (Hybrid...  ...build relationships through client entertainment. Drive revenue...  ...Develop and execute on a strategic plan for the vertical you own...  ...in a startup environment. ~ Financial services experience preferred... 
    Temporary work
    Work at office
    Local area
    Flexible hours
    2 days per week

    Setpoint

    Austin, TX
    1 day ago
  •  ...ensuring that all customer inquiries are handled professionally. This role offers a competitive hourly wage and various benefits, with a focus on promoting employee growth and maintaining a vibrant workplace culture. #J-18808-Ljbffr Airtron Heating & Air Conditioning - Austin
    Hourly pay
    Full time
    Work at office

    Airtron Heating & Air Conditioning - Austin

    Austin, TX
    3 days ago
  •  ...solutions. Our focus on reliability, efficiency, and scalable growth allows our clients tooperateat a higher level. In This Role Engage...  ...presentation, and relationship-building skills Ability to think strategically and sell solutions Self-motivated, organized, and... 

    Virtualite Business Process Outsourcing Services

    Austin, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Financial Planner & Client Growth Advisor. Be the first to apply!