Financial Professional

Overview

New York Life Insurance Company has been a trusted name in insurance, investments, and financial services for over 180 years. We are a mutual company rooted in transparency, integrity, and a commitment to excellence. Our culture fosters career development, diversity, inclusion, and community involvement, supported by the New York Life Foundation. Employees are empowered to grow both personally and professionally in a collaborative and innovative environment.

New York Life is proud to be an Equal Opportunity Employer, offering diverse career paths and lifelong financial solutions.

We are seeking a Financial Professional for a full-time, on-site position based in Orlando, FL. In this role, you will assist clients in achieving their financial goals through personalized planning and advisory services. Day-to-day tasks include conducting detailed financial planning, analyzing financial information, preparing comprehensive reports, and effectively communicating insights and strategies. You will build lasting relationships with clients while staying informed about financial markets and investment opportunities.

• Proficiency in Financial Planning and Finance principles to guide clients in achieving financial goals
• Strong Analytical Skills and ability to interpret financial data effectively for decision-making
• Experience in Financial Reporting and maintaining accurate, transparent records
• Excellent Communication skills to convey complex information clearly and build long-term client relationships
• Ability to work on-site and collaborate with colleagues and clients effectively
• Bachelor’s degree in Finance, Business, or a related field
• Relevant certifications (e.g., CFP, CPA) are a plus
• Prior experience in the financial services industry is preferred but not required