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Financial Planning Consultant

New York Life Insurance - Orlando, FL • Orlando, FL, US

Posted 1 hour ago

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!
  • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • A Bachelor’s degree in business administration, finance, or a related field is required
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred

Compensation

133000

About New York Life

New York Life is a Fortune 100 company with more than 180 years of experience helping individuals, families, and businesses protect their financial futures. As a mutual company, New York Life is focused on the long-term interests of its policyholders and clients.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

Job Type: Full-time

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