Company: New York Life Orlando

Location: Orlando, FL

Expected salary:

Job date: Fri, 17 Oct 2025 22:15:45 GMT

Job description:

Job Title: Financial Advisor

Job Description:

As a Financial Advisor at New York Life, you will play a pivotal role in helping clients achieve their financial goals through personalized planning and investment strategies. Utilizing New York Life’s extensive digital tools and marketing resources, you will expand your practice and build meaningful relationships within your community.

Key Responsibilities:

• Leverage state-of-the-art digital tools and marketing resources to identify and reach potential clients.
• Conduct comprehensive financial analyses to develop tailored plans that meet clients’ unique needs.
• Provide expert guidance on a wide range of financial products, including insurance, investments, and retirement planning.
• Participate in mentorship programs to enhance your skills and knowledge, while supporting the growth of fellow team members.
• Build and maintain strong client relationships through ongoing communication and support.
• Stay informed about industry trends and regulations to deliver the best advice to your clients.

Qualifications:

• Strong interpersonal and communication skills.
• A passion for helping others and a desire to build a successful career in financial services.
• Prior experience in sales or financial services is a plus but not required.
• Relevant licenses and certifications are preferred or must be obtained upon hire.

Join New York Life and be a part of a team dedicated to making a positive impact on people’s financial futures!