What are the responsibilities and job description for the Financial Advisor | Must reside in Austin, TX - Hybrid position at New York Life?
Company Description
New York Life Insurance Company, with a location in Austin, TX and flexibility for hybrid work, has been helping people for over 180 years by putting love into action. As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity. We are dedicated to improving local communities through giving, volunteerism, and financial literacy, supported by the New York Life Foundation. Join us in a culture that values development, career growth, collaboration, innovation, and high income potential.
Key Responsibilities
• Develop and execute personalized financial plans for clients.
• Prospect, acquire, and retain clients, building lasting relationships.
• Provide holistic financial solutions, including wealth accumulation, insurance, retirement planning, and tailored financial strategies.
Why This Career Stands Out:
• Unlimited Earning Potential – The harder you work, the greater your rewards—there’s no ceiling on your success.
• Clear Growth Path – Enjoy a transparent, structured progression plan that supports your ambitions.
• Continuous Development – Access company-sponsored learning to enhance your skills and grow professionally.
• Flexible Schedule – Take charge of your time and design a career that fits your life.
• Purpose-Driven Work – Help improve lives and create a lasting impact with every client you support.
Qualifications
• Strong communication and relationship-building skills
• Grit, resilience, and self-motivation in a results-driven environment
• Coachable mindset with a commitment to continuous learning
• Entrepreneurial drive and strong time-management skills
• High standards of integrity and professionalism
• Client-facing or sales experience a plus, not required
This role is more than just a job—it’s an opportunity to thrive in a career that offers independence, unlimited potential, and the chance to make a difference.
• Ready to take the next step? Let’s talk!