What are the responsibilities and job description for the Bilingual Financial Professional Orlando FL position at New York Life?
Company Description
New York Life has been empowering individuals and families to achieve their financial milestones for over 180 years. As a mutual company, it adheres to principles of transparency, integrity, and community-focused service, supported by the New York Life Foundation. The company fosters a culture of career growth, development, collaboration, innovation, and diversity. With a wide range of offerings, including insurance, investments, and advisory services, New York Life is committed to helping its clients secure their financial future. New York Life is an Equal Opportunity Employer, welcoming individuals of diverse backgrounds.
Role Description
The Bilingual Financial Professional role is a full-time hybrid position based in Orlando, FL, with the flexibility to work remotely on occasion. Responsibilities include providing financial planning services, conducting financial analyses, creating financial reports, and offering personalized solutions to meet client needs. This role also involves building strong relationships with clients and continuously expanding your knowledge of financial products and services.
Qualifications
- Strong skills in Financial Planning, Finance, and Financial Reporting
- Proven Analytical Skills for evaluating financial data and strategies
- Excellent Communication skills for engaging with clients and team collaboration
- Proficiency in both English and Spanish to serve bilingual clients
- Knowledge of financial regulations and compliance standards
- Bachelor’s degree in Finance, Business, or related field preferred
- Relevant certifications (e.g., CFP®, Series 6 or Series 7, Life and Health Insurance license) are advantageous