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Financial Advisor

Company: New York Life - Orlando
Location: Orlando
Posted on: November 25, 2022

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!Responsibilities:Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisorExecute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice givenDesign customized financial plans suitable for each client based on potential life changes and changing financial needsDevelop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectivesAid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial productsQualifications:Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essentialKnowledge of the financial industry, financial products, best practices, and tax regulations is desiredProven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essentialExcellent math skills, relationship skills, communication skills, and customer service skills are crucialRequires a Bachelors degree in finance, business administration, or related fieldAbout Company: About New York Life- OrlandoWe are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major rating agencies: Standard & Poors (AA+); A.M. Best (A++); Moodys (Aaa); and Fitch (AAA)1. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Keywords: New York Life - Orlando, Orlando , Financial Advisor, Accounting, Auditing , Orlando, Florida

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