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Financial Advisor
Location:
Orlando, FL
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! Responsibilities: • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given• Customize financial plans for each client based on potential life changes and changing financial needs Qualifications: • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital Compensation: $70,000 - $133,000 at plan yearly 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.
Company:
New York Life
Posted:
November 9 on WizeHire
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