Licensed Financial Advisor: Build Clients' Financial Futures

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

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.