- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
- Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
- Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
- Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
- Bachelor's degree in business administration, finance, or related field is required
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
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Financial Advisor
3 weeks ago
OMNI Financial Services Orlando, United States(Local candidates only) - Please Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with locations in Orlando & Tampa. When researching our company, please use due diligenc ...
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Financial Advisor
3 weeks ago
OMNI Financial Services Orlando, United StatesPlease Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with locations in Orlando & Tampa. When researching our company, please use due diligence to ensure correct inform ...
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Financial Advisor
3 weeks ago
OMNI Financial Services Orlando, United StatesPlease Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with locations in Orlando & Tampa. When researching our company, please use due diligence to ensure correct inform ...
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Financial Advisor
1 week ago
LPL Financial Orlando, United States Full timeYour career path should lead to real opportunity · LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Addition Financial Credit Union in Lake Nona, FL would allow you to ...
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Financial Advisor
2 weeks ago
Thrivent Financial Services Orlando, United StatesCompany Description · Thrivent Financial Services is a reputable investment management company located in Chilton, Wisconsin, providing financial guidance, wealth management, insurance, and more to clients throughout the United States. · Role Description · This is a full-time hyb ...
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Financial Advisor
2 weeks ago
NorthCoast Asset Management Orlando, United StatesNorthCoast Asset Management, headquartered in Greenwich, CT, provides specialized investment solutions to high-net-worth clients and institutions. · The Financial Advisor serves as an integral part of the team. The ideal candidate is a great communicator, organized, enthusiastic ...
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Financial Advisor
1 week ago
New York Life - Orlando Orlando, United StatesJob Description · Job DescriptionOur 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 advis ...
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Financial Advisor
1 week ago
Thrivent Financial Orlando, United StatesCompany Description · Thrivent Financial Services is a reputable investment management company located in Chilton, Wisconsin, providing financial guidance, wealth management, insurance, and more to clients throughout the United States. · Role Description · This is a full-time ...
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Financial Advisor
3 days ago
NorthCoast Asset Management Orlando, United StatesNorthCoast Asset Management, headquartered in Greenwich, CT, provides specialized investment solutions to high-net-worth clients and institutions. · The Financial Advisor serves as an integral part of the team.The ideal candidate is a great communicator, organized, enthusiastic, ...
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Financial Advisor
3 weeks ago
NorthCoast Asset Management Orlando, United StatesNorthCoast Asset Management, headquartered in Greenwich, CT, provides specialized investment solutions to high-net-worth clients and institutions. · The Financial Advisor serves as an integral part of the team. The ideal candidate is a great communicator, organized, enthusiastic ...
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Experienced Financial Advisor
1 week ago
New York Life Orlando, United StatesNew York Life is looking for talented Advisors. · Working as an Advisor for New York Life allows you to provide clients with the advice and support they need to pursue their financial goals while carving out a prosperous future for yourself. Our Agents are well-equipped to sugges ...
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Experienced Financial Advisor
1 week ago
New York Life - Orlando Orlando, United StatesJob Description · Job DescriptionNew York Life is looking for talented Advisors. · Working as an Advisor for New York Life allows you to provide clients with the advice and support they need to pursue their financial goals while carving out a prosperous future for yourself. Our A ...
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Experienced Financial Advisor-
1 day ago
New York Life - Orlando Orlando, United StatesJob Description · Job DescriptionNew York Life is looking for talented Advisors. · Working as an Advisor for New York Life allows you to provide clients with the advice and support they need to pursue their financial goals while carving out a prosperous future for yourself. Our A ...
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Financial Advisor
1 week ago
Saltmarsh, Cleaveland & Gund Winter Park, United StatesJob Description · Job DescriptionDescription:Saltmarsh is currently seeking a strong Financial Advisor who is a leader and who wants to join a firm that fosters both personal and professional development and supports the drive for advancement. Our ideal candidate demonstrates a p ...
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Financial Advisor
2 weeks ago
Merit Wealth Advisors Maitland, United StatesJob Description · Job DescriptionAbout Us: Merit Wealth Advisors is a boutique financial services firm dedicated to providing comprehensive wealth management solutions to individuals, families, and businesses. With a commitment to excellence and a client-centric approach, we stri ...
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Financial Advisor
5 days ago
Evershore Financial Group Maitland, United StatesARE YOU? · tired of working for big box financial? · working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum? · confident in your background, experience, and acumen in working with individuals and businesses to reach common ...
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Financial Advisor
5 days ago
Evershore Financial Group Maitland, United StatesARE YOU...? · of working for "big box financial"? · ...working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum? · ...confident in your background, experience, and acumen in working with individuals and businesses to reach commo ...
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private client financial advisor
1 week ago
Blueprint 30 Orlando, United StatesAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending a ...
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Financial Aid Advisor
1 week ago
Herzing University Winter Park, United StatesIf you are a current employee, faculty or adjunct instructor at Herzing University (not a Contractor or temporary employee through a staffing agency), please click here to log in to UKG/UltiPro and then navigate to Menu > Myself > My Company > View Opportunities to apply using th ...
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Cascade Ventures Horizon West, United StatesAbout Us: · At Horizon West, we specialize in providing comprehensive advice to our clients in the areas of retirement planning, wealth management, financial planning, and essential protection. We do not engage in cold calling, but instead focus on scheduling consultation appoint ...
Financial Advisor - Orlando, United States - New York Life - Orlando
Description
Job Description
Job DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply todayCompensation:$70,000 - $133,000 at plan yearly
Responsibilities:About New York Life - Orlando
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.
