Licensed Financial Advisor

Job overview

The Licensed Financial Advisor role is onsite in Maitland, FL. Compensation is $150,000 per year. The advisor supports clients through financial planning and advice at New York Life. The role exists to help individuals and businesses align financial strategies with their goals and secure their financial futures. Building trusted relationships, developing personalized plans, and reviewing progress contribute to clients’ long-term financial well-being.

What you'll do

• Guide clients through comprehensive financial planning
• build and maintain long-term client relationships
• assess financial needs and develop tailored strategies using company resources
• stay informed about industry trends and regulatory changes
• collaborate with team members
• review financial plans regularly
• educate clients about financial products and services.

What we're looking for

Skills & competencies

licensed financial advisor

financial planning

client relationships

personalized strategies

insurance sector

full-time

maitland fl

new york life

$150k/year

Work arrangement

• Weekend coverage required

Why this role

The posting describes New York Life as a mutual company focused on the long-term interests of policyholders and clients, with more than 180 years of experience.

About the employer

New York Life Insurance - Orlando, FL is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.