Junior Financial Planner: Build Client Portfolios & Plans

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

Job summary

New York Life Insurance in Orlando, FL is seeking a motivated financial advisor to join their team. The successful candidate will assist clients in wealth management by offering personalized financial strategies and building trusted relationships.

Responsibilities include analyzing client finances, creating custom financial plans, and staying updated on market trends. Candidates should have a Bachelor's degree in finance or business and excellent math and communication skills.

Compensation ranges from $120,000 to $150,000 yearly. This is an excellent opportunity for someone eager to grow in the financial services industry.

Qualifications

• Bachelor's degree in business administration, finance, or a related field is required.
• Experience in financial advising focused on insurance and investment products.
• Proven track record of building strong client relationships.

Responsibilities

• Gather and assess clients’ financial information.
• Provide strategic advice on investments and estate planning.
• Customize financial plans for each client.

Skills

Communication skills

Analytical skills

Math skills

Relationship building

Sales targets achievement

Education

Bachelor's degree in business administration or finance

Tools

Microsoft Office

Financial planning software

CRM systems

Job description

New York Life Insurance in Orlando, FL is seeking a motivated financial advisor to join their team. The successful candidate will assist clients in wealth management by offering personalized financial strategies and building trusted relationships.

Responsibilities include analyzing client finances, creating custom financial plans, and staying updated on market trends. Candidates should have a Bachelor's degree in finance or business and excellent math and communication skills.

Compensation ranges from $120,000 to $150,000 yearly. This is an excellent opportunity for someone eager to grow in the financial services industry.