Elite Financial Advisor & Planning Strategist

New York Life Insurance - Orlando, FL; Winter Park (FL); On-site; USD 107,000 - 131,000; Full time

Job summary

New York Life Insurance - Orlando, FL is seeking an experienced financial advisor who builds long-term client relationships and delivers tailored financial plans. You will collect client information, identify opportunities, and present strategies to help clients meet their goals.

The role requires licenses (CFP or CPA) and FINRA Series 7 and 66, a bachelor’s degree in finance or related field, and strong skills in communication, math, and customer service.

Qualifications

• Collect client financial information to determine status, goals, cash flow, and expectations
• Identify and approach new prospects and build relationships with clients
• Customize financial plans based on life changes and needs
• Synthesize and present recommendations aligned with risk tolerance and objectives
• Help clients implement life insurance, savings plans, mutual funds and other products
• Knowledge of financial products, regulations, and best practices
• Required: CPA or CFP license and FINRA Series 7 and 66
• Bachelor's degree in finance or related field
• Excellent customer service, math, relationship, and communication skills preferred
• Experience with MS Office, Google Suite, CRM and planning software essential

Responsibilities

• Collect client financial information to determine status, goals, cash flow, and expectations
• Identify, approach and build relationships with new prospects as trusted advisor
• Customize financial plans for each client based on life changes and changing financial needs
• Synthesize and present financial recommendations suited to risk tolerance and objectives
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds and other products
• Knowledge of financial products, regulations, and best practices
• License requirements: CPA or CFP and FINRA Series 7 & 66 are required
• Requires a Bachelor's degree in finance, business administration, or related field
• Superior customer service, math, relationship, and communication skills preferred
• Experience with MS Office, Google Suite, CRM and financial planning software is essential

Skills

Excellent communication

Customer service

Relationship skills

Attention to detail

Math skills

Education

Bachelor’s degree in finance or business

Tools

MS Office

Google Suite

CRM systems

Financial planning software

Job description

New York Life Insurance - Orlando, FL is seeking an experienced financial advisor who builds long-term client relationships and delivers tailored financial plans. You will collect client information, identify opportunities, and present strategies to help clients meet their goals.

The role requires licenses (CFP or CPA) and FINRA Series 7 and 66, a bachelor’s degree in finance or related field, and strong skills in communication, math, and customer service.