Certified Financial Planner & Trusted Advisor

Bighorn Law; Orlando (FL); On-site; USD 120,000 - 150,000; Full time

Job summary

New York Life in Orlando seeks an experienced financial advisor to design and implement strategies helping clients reach their goals. You will gather client data, assess financial status, and craft personalized plans aligned with risk tolerance.

The role requires a Bachelor's degree in business or finance, active licenses (CPA/CFP and FINRA 7 & 66), and a proven track record in financial services. Excellent communication and customer service skills are essential as you build long-term client

Qualifications

• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• A Bachelor’s degree in business administration, finance, or a related field is required
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred

Responsibilities

• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Identify and establish prospects continuously and build relationships with new clients as their trusted advisor
• Design customized financial plans based on life changes and evolving needs
• Develop and provide financial advice aligned with client risk tolerance and objectives
• Provide exceptional customer service and track communications in client files
• Maintain and update client information and advising notes in CRM and financial planning software

Skills

Excellent math skills

Relationship skills

Communication skills

Customer service skills

Education

Bachelor's degree in business or finance

CPA or CFP certification

Tools

MS Office

Google Suite

CRM systems

Financial planning software

Job description

New York Life in Orlando seeks an experienced financial advisor to design and implement strategies helping clients reach their goals. You will gather client data, assess financial status, and craft personalized plans aligned with risk tolerance.

The role requires a Bachelor's degree in business or finance, active licenses (CPA/CFP and FINRA 7 & 66), and a proven track record in financial services. Excellent communication and customer service skills are essential as you build long-term client