Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Compensation:

$70,000 - $133,000 at plan yearly

Responsibilities:

• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Customize financial plans for each client based on potential life changes and changing financial needs
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives

Qualifications:

• Requires a Bachelor’s degree in finance, business administration, or related field
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• 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
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired

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.