Licensed Financial Advisor

New York Life Insurance - Orlando, FL; Orlando (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

New York Life Insurance - Orlando, FL is seeking a Licensed Financial Advisor to empower clients by planning their financial futures. You will build strong relationships with individuals and businesses, guiding them through personalized financial strategies using New York Life's resources and products.

This full-time role offers a collaborative, growth-oriented environment where your development is a priority and career progression is encouraged.

Qualifications

• Active listening and needs-based guidance.
• Ability to explain complex financial concepts clearly.
• Willingness to obtain necessary licenses.

Responsibilities

• Develop and maintain client relationships.
• Create and present financial plans.
• Provide ongoing advice and reviews.

Skills

Relationship building

Client consultation

Communication

Financial product knowledge

Education

Bachelor's degree in Finance or related field

FINRA Series 7/63

Tools

CRM software

Financial planning software

Job description

As a Licensed Financial Advisor with New York Life, you'll have the opportunity to empower clients by helping them secure their financial futures. You'll be part of a team that values innovation, collaboration, and growth, in a company with over 180 years of history and a reputation for putting clients first. Your role will focus on building strong relationships with individuals and businesses, guiding them through financial planning, and offering trusted advice to achieve their goals. This position is full-time, offering a supportive work environment where your professional development is a priority.

In this role, you'll leverage your expertise to provide personalized financial strategies, tapping into New York Life's extensive resources and products. Your efforts will directly contribute to the financial well-being of clients, while you enjoy a dynamic work environment that fosters career advancement. Join us and become part of a team where your skills are respected, your contributions are valued, and your career growth is encouraged. Let’s make a difference together.