Company: New York Life

Location: Orlando, FL

Expected salary:

Job date: Tue, 10 Jun 2025 22:12:19 GMT

Job description:

Job Description: Financial Consultant

Are you looking to better understand your financial circumstances and achieve your goals? As a dedicated Financial Consultant, our primary mission is to partner with clients to explore their unique financial situations and aspirations.

In this role, you will:

• Engage with Clients: Develop strong relationships by actively listening to clients’ financial stories, assessing their needs, and identifying opportunities to help them succeed.
• Goal Setting: Work collaboratively with clients to establish clear, achievable financial goals tailored to their individual circumstances, whether it’s saving for retirement, purchasing a home, or investing for growth.
• Plan Development: Create and implement comprehensive business and marketing plans designed to enhance financial performance, optimize investment strategies, and increase overall wealth.
• Ongoing Support: Provide continuous guidance and support, adapting strategies as clients’ needs evolve and market conditions change, ensuring they stay on track to meet their objectives.

Join us in empowering individuals and businesses to take control of their financial futures with expert advice and strategic planning!