Hybrid Holistic Financial Advisor

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

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.