Company: New York Life Orlando

Location: Orlando, FL

Expected salary:

Job date: Wed, 15 Oct 2025 22:45:24 GMT

Job description:

Job Title: Financial Advisor

Job Description:

As a Financial Advisor with New York Life, you will play a pivotal role in guiding individuals and businesses towards financial security and prosperity. Your primary responsibilities will include assessing clients’ financial needs, providing tailored financial solutions, and building long-lasting relationships based on trust and integrity.

Key Responsibilities:

• Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
• Financial Planning: Provide personalized financial advice and strategies, including investments, retirement planning, life insurance, and estate planning.
• Sales and Prospecting: Utilize advanced digital tools and resources to identify new prospects, manage client interactions, and streamline the sales process.
• Ongoing Support: Continuously monitor and adjust financial plans as needed, offering clients expert advice and support throughout their financial journeys.
• Consultation and Education: Educate clients on various financial products and services, ensuring they understand their options and the benefits involved.

Qualifications:

• Strong interpersonal skills and a passion for helping others achieve their financial goals.
• Excellent communication and presentation skills.
• Self-motivated with a results-driven mindset.
• Previous experience in sales or financial services is a plus, but not required.

What We Offer:

• Comprehensive Training: Receive robust training and ongoing support to ensure your success in the financial advisory landscape.
• Digital Tools: Access a suite of innovative digital tools for sales and prospecting, enhancing your ability to connect with and serve clients.
• Expert Support: Collaborate with experienced professionals who are available to answer your questions and provide guidance.
• Career Growth: Opportunities for professional development and career advancement within New York Life.

Join our team of dedicated financial advisors and leverage our digital resources to create meaningful financial solutions for your clients, driving your career to new heights!