Job Description
Financial Advisor Bilingual (Vietnamese) New York Life - 3.6 Maitland, FL Job Details Permanent | Full-time $120,000 - $150,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Tuition reimbursement Vision insurance 401(k) matching Flexible schedule Life insurance Qualifications Financial sales Risk management advisory services Interpersonal skills Investment management advisory services Series 66 Series 7 Bachelor's degree Tax deductions maximization Prospecting FINRA License Series 63 Full Job Description New York Life is seeking motivated and business-minded individuals to join our team as Financial Advisors. In this role, you will build and grow your own financial services practice by helping individuals, families, and businesses achieve their financial goals through personalized planning and solutions. You will receive comprehensive training, access to industry-leading tools, and ongoing mentorship to support your development. As a Financial Advisor, you will develop client relationships, provide guidance on insurance and investment strategies, and work toward obtaining professional licenses and credentials. This role offers a clear path for career growth, including opportunities to expand into advanced advisory and leadership positions. Compensation is performance-based, with income potential tied to your ability to develop and manage client relationships and grow your career.
Compensation:
$120,000 - $150,000 yearly Responsibilities:
Guide clients in making informed financial decisions by providing clear, actionable advice. Develop personalized financial plans that align with clients' goals and aspirations. Regularly review and adjust financial strategies to ensure they remain effective and relevant. Build and nurture long-term relationships with clients, fostering trust and confidence. Stay updated on industry trends and regulatory changes to offer the most current advice. Collaborate with team members to enhance service offerings and client satisfaction. Analyze financial data to identify opportunities for growth and risk management for clients. Qualifications:
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed Up-to-date FINRA Series 7 & 63/66 documents are a bonus A Bachelor's degree in finance, business administration, or alternate related analytical field is required Bachelor's degree preferred; equivalent work experience in sales, business, or a related field is a plus. Ability to obtain required state insurance licenses and FINRA registrations (e.g., Series 6/7, 63/66). Prior experience in sales, customer service, and business development is beneficial but not required. Strong interpersonal and communication skills with the ability to build long-term client relationships. Self-motivated, goal-oriented, and driven with an entrepreneurial mindset. Interest in financial services, wealth management, and helping clients achieve long-term financial goals. Ability to work independently and manage time effectively. Willingness to prospect, network, and build a personal client base. Coachable and open to ongoing training, mentorship, and professional development. High level of integrity, professionalism, and commitment to ethical business practices. About Company New York Life is a Fortune 100 mutual company with over 180 years of helping Americans protect their families and achieve financial goals. Because we are accountable only to policyholders—not Wall Street—we focus on long-term value and stability. We are highly rated for financial strength (A++ A.M. Best, AAA Fitch, Aaa Moody's, AA+ S&P) and recognized for excellence in training, diversity, and workplace culture. We serve over 5.3 million clients, provide nearly $1.2 trillion in life insurance protection, and deliver billions in benefits, including $4.5 billion in living benefits and $579 million in lifetime annuity income. New York Life continues to innovate to meet evolving client needs while maintaining a strong commitment to integrity, inclusion, and service. Pay:
$120,000.00 - $150,000.00 per year Benefits:
401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Tuition reimbursement Vision insurance Work Location:
Hybrid remote in Maitland, FL 32751
