Financial Consultant
Listed on 2026-11-04
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
New York Life Insurance - Orlando, FL
• Winter Park, FL, US
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long‑term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail.
- Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Customize financial plans for each client based on potential life changes and changing financial needs
- Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
- 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
- Requires a Bachelor’s degree in finance, business administration, or related field
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
119000
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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