Client-Focused Financial Planner & Advisor

WizeHire, Inc; Orlando (FL); On-site; USD 102,000 - 138,000; Full time

Job summary

New York Life in Orlando seeks an experienced financial advisor to help clients meet financial goals through tailored planning and strong service ethics.

You will manage client relationships, collect data, and propose comprehensive strategies across life insurance, investments, and savings options. The role requires a Bachelor’s degree in finance or related field, plus excellent communication and analytical skills.

Qualifications

• Bachelor’s degree in finance, business administration, or related field.
• Proven track record in financial advisory and client relationship management.
• Strong communication, math, and analytical abilities.

Responsibilities

• Assist clients with financial recommendations including life insurance and funds.
• Create customized financial plans based on life changes and needs.
• Develop new prospects and build relationships with clients as trusted advisor.
• Deliver exceptional service and maintain client files with documented advice.
• Gather client financial data to assess status, goals, cash flow, and expectations.
• Utilize MS Office, Google Suite, CRM, and financial-planning software.

Skills

Financial planning

Customer service

Communication

Relationship building

Analytical skills

Attention to detail

CRM systems

MS Office

Google Suite

Financial products knowledge

Education

Bachelor’s degree in finance, business administration, or related field

Tools

CRM systems

MS Office

Google Suite

Financial planning software

Job description

New York Life in Orlando seeks an experienced financial advisor to help clients meet financial goals through tailored planning and strong service ethics.

You will manage client relationships, collect data, and propose comprehensive strategies across life insurance, investments, and savings options. The role requires a Bachelor’s degree in finance or related field, plus excellent communication and analytical skills.