Financial 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

Posted 4 days ago

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail.

• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Requires a Bachelor’s degree in finance, business administration, or related field
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred

Compensation

120000

New York Life is a Fortune 100 mutual company with over 180 years of helping Americans protect their families and achieve financial goals. Because we are accountable only to policyholders—not Wall Street,we focus on long-term value and stability. We are highly rated for financial strength (A++ A.M. Best, AAA Fitch, Aaa Moody’s, AA+ S&P) and recognized for excellence in training, diversity, and workplace culture.

We serve over 5.3 million clients, provide nearly $1.2 trillion in life insurance protection, and deliver billions in benefits, including $4.5 billion in living benefits and $579 million in lifetime annuity income.

New York Life continues to innovate to meet evolving client needs while maintaining a strong commitment to integrity, inclusion, and service.