Financial Planning Consultant

4 weeks ago


Orlando, Florida, United States New York Life - Orlando Full time

We are seeking a skilled financial advisor to collaborate with our clients in designing and implementing tailored strategies to achieve their financial objectives.

The ideal candidate will possess a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and exceptional communication skills.

Key Responsibilities:

  • Develop and present financial recommendations and strategies that align with client risk tolerance and financial goals.
  • Assist clients in implementing financial recommendations, including life insurance, mutual funds, savings plans, and other financial products.
  • Monitor and track client communications, including strategies and financial advice provided.
  • Gather client financial information to determine financial status, cash flow, financial goals, and expectations.

Requirements:

  • A Bachelor's degree in business administration, finance, or a related field is required.
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is essential.
  • Proficiency in MS Office, Google Suite, CRM systems, and financial planning software is vital.
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential.

This role is a great opportunity to join New York Life - Orlando and contribute to the success of our clients.


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