Certified Financial Planner

New York Life Insurance Company; Orlando (FL); On-site; USD 70,000 - 113,000; Full time

Job summary

A leading financial services firm in Orlando is seeking an experienced Financial Advisor to assist clients in strategizing and implementing financial plans. The ideal candidate will hold a Bachelor's degree in business or finance and have a proven ability to build successful advising relationships. This full-time, mid-senior level position offers a competitive salary ranging from $70,000 to $113,000, aimed at achieving client financial goals.

Qualifications

• Proven track record of creating successful advising relationships.
• Experience in designing financial strategies.
• Strong communication skills.

Responsibilities

• Assist clients in achieving financial goals.
• Implement strategies for financial success.

Skills

Excellent communication skills

Financial strategy design

Client relationship management

Education

Bachelor's degree in business or finance

Job description

Business Unit Financial Advisor - $1000 Sign - on Incentive

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Compensation: $70,000 - $113,000

Seniority Level: Mid-Senior level

Employment Type: Full-time

Job Function: Finance and Sales