Financial Consultant

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 • Winter Park, FL, US

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.

• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Customize financial plans for each client based on potential life changes and changing financial needs
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• 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
• 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
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential

Compensation

119000

About New York Life

New York Life is a Fortune 100 company with more than 180 years of experience helping individuals, families, and businesses protect their financial futures. As a mutual company, New York Life is focused on the long‑term interests of its policyholders and clients.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

Job Type: Full-time