Certified Financial Planner
New York Life
Orlando, FL US
Posted ago
New York Life
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Responsibilities
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
  • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
  • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications
  • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
Compensation
$70,000 - $133,000
About New York Life

About New York Life

We 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 & Poor’s (AA+); A.M. Best (A++); Moody’s (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. 

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