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New York Life Insurance Company · 12 hours ago

Certified Financial Planner

Austin, Texas Metropolitan Area

Full-time

Hybrid

Mid Level

New York Life Insurance Company has been dedicated to helping individuals achieve significant life milestones. They are seeking a Certified Financial Planner responsible for providing comprehensive financial planning services, including developing investment strategies and managing client portfolios.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Providing comprehensive financial planning services

Developing investment strategies

Retirement planning

Managing client portfolios

Consulting with clients to assess their financial goals

Preparing financial analyses and plans

Offering tailored, client-centric financial advice to support long-term success

Qualification

Certified Financial Planner (CFP)Financial PlanningRetirement PlanningFinance expertiseAnalytical skillsEthical standardsClient serviceCommunication skillsRelationship-building skills

Required

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

Commitment to ethical standards and providing exceptional client service

Preferred

Bachelor's degree in Finance, Business, Economics, or a related field

Relevant experience in financial advisory or wealth management roles

Company

New York Life Insurance Company

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

Founded in 1845

New York, New York, USA

10001+ employees

https://www.newyorklife.com/

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (149)

2024 (99)

2023 (85)

2022 (77)

2021 (48)

2020 (65)