Financial Planning Consultant New York Life Insurance - Orlando, FL Orlando, FL Job Details Full-time $133,000 a year 12 hours ago Qualifications Customer communication Financial services customer support Series 66 Series 7 Math Bachelor's degree FINRA License Experience practicing in the securities industry Full Job 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!

Compensation:

133000

Responsibilities:

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

Qualifications:

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 About Company About New York Life New 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