Entry-Level Financial Advisor – Analytics & Client Growth

New York Life; Orlando (FL); On-site; USD 120,000 - 150,000; Full time

Job summary

New York Life in Orlando is seeking an entry-level financial advisor who loves data and relationships. You will develop analytics-based strategies and cultivate long-term client connections to grow a trusted financial partnership.

If you have great listening and communication skills, you will work with estate planning, mutual funds, and business administration topics to tailor financial plans for clients.

Qualifications

• Interest in financial data, estate planning, business administration, mutual funds, and more.
• Entry-level opportunity to break into the financial services industry.
• Eye for detail and strong communication.

Skills

Listening skills

Communication skills

Analytical mindset

Job description

New York Life in Orlando is seeking an entry-level financial advisor who loves data and relationships. You will develop analytics-based strategies and cultivate long-term client connections to grow a trusted financial partnership.

If you have great listening and communication skills, you will work with estate planning, mutual funds, and business administration topics to tailor financial plans for clients.