Financial Planning Consultant
Job in
Orlando, Orange County, Florida, 32885, USA
Listed on 2026-10-02
Listing for:
Bighorn Law
Full Time
position Listed on 2026-10-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
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.
- 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
133000
About New York LifeNew 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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