Holistic Financial Professional

New York Life Insurance Company; Orlando (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial services provider is seeking a Holistic Financial Professional for a full-time hybrid position in Orlando, FL. The role involves assisting clients in achieving their financial goals through comprehensive financial planning, analyzing needs, and offering tailored financial solutions. Candidates should have strong relationship-building skills and exceptional communication abilities, with a preference for a Bachelor's degree and relevant certifications. The company promotes inclusivity and development, welcoming professionals from diverse backgrounds.

Qualifications

• Willingness to obtain the 215 license and FINRA licenses.
• A commitment to providing excellent client service and maintaining confidentiality.
• Relevant certifications, such as CFP or ChFC, are a plus.

Responsibilities

• Assist clients in achieving financial goals by developing comprehensive financial plans.
• Analyze client needs and offer personalized financial solutions.
• Build and maintain strong client relationships.
• Monitor financial plans and adapt strategies as clients' needs evolve.

Skills

Proficiency in CRM systems

Strong relationship building skills

Exceptional communication skills

Ability to work collaboratively

Education

Bachelor’s degree

Tools

CRM systems

Job description

Overview

New York Life Insurance Company has been supporting customers in achieving their milestones for over 180 years. As a mutual company, New York Life emphasizes transparency, objectivity, and integrity while fostering career growth, personal development, and diversity & inclusion. Dedicated to enriching local communities, the company actively supports charitable initiatives through the New York Life Foundation. With offerings in insurance, investments, retirement, and advisory services, New York Life is a trusted leader in the financial sector. As an Equal Opportunity Employer, the company upholds inclusivity and welcomes individuals of all backgrounds and identities.

Responsibilities

New York Life is seeking a Holistic Financial Professional for a full-time hybrid role based in Central FL, with some flexibility for remote work. As a Holistic Financial Professional, you will assist clients in achieving their financial goals by developing comprehensive financial plans. The role includes analyzing client needs, offering personalized financial solutions, and providing guidance on insurance, investments, retirement planning, and advisory services. You will also have the opportunity to build and maintain strong client relationships, monitor financial plans, and adapt strategies as clients\' needs evolve.

Qualifications

• Proficiency in systems like CRMs, computer skills
• Willingness to obtain the 215 license and FINRA licenses
• Strong relationship building skills
• Exceptional Communication and interpersonal skills to understand client needs and explain financial strategies clearly
• Ability to work collaboratively while also managing tasks independently
• A commitment to providing excellent client service and maintaining confidentiality
• Bachelor’s degree is preferred
• Relevant certifications, such as CFP (Certified Financial Planner) or ChFC (Chartered Financial Consultant), are a plus