Certified Financial Planner

For over 180 years, New York Life Insurance Company has been dedicated to helping individuals achieve significant life milestones with integrity, transparency, and objectivity. As a mutual company, we prioritize our policyholders and embrace a culture of giving back through initiatives like the New York Life Foundation. Recognized for our commitment to professional development, innovation, collaboration, and diversity, we empower employees to grow both personally and professionally.

New York Life offers a wide range of services, including insurance, investments, retirement, and advisory services, underscored by our values of inclusivity and excellence. We are proud to be an Equal Opportunity Employer, committed to respecting and celebrating diversity.

This is a full-time hybrid role for the position of Certified Financial Planner at New York Life in the Austin, Texas Metropolitan Area. While the role requires a presence in the local area, some work can be done remotely. The Certified Financial Planner will be responsible for providing comprehensive financial planning services, including developing investment strategies, retirement planning, and managing client portfolios.

Additional responsibilities include consulting with clients to assess their financial goals, preparing financial analyses and plans, and offering tailored, client‑centric financial advice to support long‑term success.

• Proficiency in Financial Planning and Personal Financial Planning
• Industry certifications such as Certified Financial Planner (CFP) designation or Registered Rep FINRA licensing
• Expertise in Finance, including knowledge of investments and related financial products
• Experience with Retirement Planning to create tailored solutions for diverse client needs
• Strong analytical, communication, and relationship‑building skills
• Bachelor’s degree in Finance, Business, Economics, or a related field is preferred
• Relevant experience in financial advisory or wealth management roles is an asset
• Commitment to ethical standards and providing exceptional client service