Job Description
Job Description
We are seeking an experienced Financial Advisor to assist our clients in designing and implementing strategies to achieve their goals.
The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Compensation :
$70,000 - $133,000 at plan yearly
Responsibilities :
- Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
- Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
- Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications :
- Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
- Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
- Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
- A Bachelor’s degree in business administration, finance, or a related field is required
- Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
About Company
About New York Life - Orlando
We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list.
New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major rating agencies : Standard & Poor’s (AA+);
A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)1. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
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