Remote Financial Advisor – Retirement & Investment Planning

Recruvio; Miami (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health, dental, and life

401(k) with company matching

Professional development and training

Mentorship from senior team members

Clear promotion pathways

Job summary

New York Life in Miami, FL seeks a Financial Advisor to guide clients with tailored retirement, investing, insurance, and cash-flow plans. You will monitor portfolios and ensure regulatory compliance while delivering exceptional client service.

Join a large team with 10,000+ employees, strong development opportunities, and a compensation package featuring a base salary plus commission. You’ll work with individuals and families to build comprehensive strategies and long-term relationships.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• 2+ years of experience in financial services or client-facing sales.
• Series 7 and Series 66 licenses (or ability to obtain within 90 days).

Responsibilities

• Develop comprehensive financial plans for clients based on goals and risk tolerance.
• Monitor and review client portfolios regularly to ensure alignment with objectives.
• Provide ongoing financial education and guidance to clients.
• Build and maintain strong client relationships through regular communication.
• Stay current with market trends, regulations, and industry best practices.
• Collaborate with team members to deliver exceptional client service.

Skills

Analytical skills

Excellent communication

Interpersonal skills

CRM proficiency

Education

Bachelor's degree in Finance, Business, Economics, or related field

Tools

CRM systems

Financial planning software

Job description

New York Life in Miami, FL seeks a Financial Advisor to guide clients with tailored retirement, investing, insurance, and cash-flow plans. You will monitor portfolios and ensure regulatory compliance while delivering exceptional client service.

Join a large team with 10,000+ employees, strong development opportunities, and a compensation package featuring a base salary plus commission. You’ll work with individuals and families to build comprehensive strategies and long-term relationships.