Experienced Financial Professional – Licensed Advisor

Job overview

The Experienced Financial Professional – Licensed Advisor role is onsite in Orlando, FL; the posting lists compensation of $65,000–$100,000 per year. New York Life describes itself as a Fortune 100 company supporting individuals, families, and businesses in building stronger financial futures. The professional builds a client-focused financial services practice by identifying client goals and recommending appropriate insurance and financial solutions. Ongoing service, financial reviews, and professional development support client relationships and practice growth.

What you'll do

• Build and grow a client-focused financial services practice
• develop business through referrals, networking, prospecting, and professional relationships
• identify financial goals and needs
• recommend appropriate insurance and financial solutions
• maintain long-term client relationships through service and reviews
• collaborate with specialists
• participate in training and coaching
• maintain required licenses and comply with company policies and regulations.

What we're looking for

Skills & competencies

financial professional

licensed advisor

new york life

orlando fl

financial services

client relationships

insurance solutions

financial planning

business development

$65k–$100k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Training, professional development, product and planning resources, sales and marketing support, coaching, and mentorship.

Why this role

Career paths may include financial guidance, retirement planning, wealth advisory, business solutions, estate planning, and leadership opportunities, depending on qualifications and licensing.

About the employer

New York Life -Orlando is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.