Certified Financial Planner

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!

• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• 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
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs

• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• 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
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Bachelor’s degree in business administration, finance, or related field is required

$70,000 - $113,000

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.