Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Licensed Financial Advisor

$150k

New York Life Insurance - Orlando, FL

Job Description

Job Description

Join us at New York Life Insurance, where your expertise as a Licensed Financial Advisor will empower individuals and businesses to secure their financial futures. You'll be part of a team that values your professional growth, offering competitive pay and clear career advancement paths. As a Fortune 100 company with over 180 years of experience, we focus on the long-term interests of clients, ensuring you have the support and resources you need to succeed.

In this role, you'll provide clients with personalized financial strategies, helping them make informed decisions about their insurance and investment options. We're committed to fostering a supportive work environment that encourages innovation and development. If you're ready to take your career to the next level with a company that truly values its people, let's talk about your future with New York Life. Compensation:

$150,000

Responsibilities:
  • Develop personalized financial strategies for clients, ensuring their insurance and investment needs are met.
  • Conduct comprehensive financial assessments to identify opportunities for clients to achieve their financial goals.
  • Collaborate with clients to review and adjust their financial plans, fostering long-term relationships built on trust.
  • Stay informed about industry trends and regulatory changes to provide clients with the most current advice.
  • Educate clients on the benefits and risks of various financial products, empowering them to make informed decisions.
  • Work closely with our team to share insights and strategies, contributing to a culture of continuous improvement.
  • Utilize our advanced tools and resources to streamline client interactions and enhance service delivery.
Qualifications:
  • Experience in developing personalized financial strategies tailored to individual client needs.
  • Ability to conduct comprehensive financial assessments to uncover opportunities for client growth.
  • Proven track record of building and maintaining long-term client relationships based on trust and transparency.
  • Strong understanding of industry trends and regulatory changes to provide up-to-date advice.
  • Excellent communication skills to educate clients on financial products, ensuring informed decision-making.
  • Collaborative mindset to work effectively with team members, sharing insights and strategies.
  • Proficiency in utilizing advanced tools and resources to enhance client interactions and service delivery.
About Company
About New York Life

New York Life is a Fortune 100 company with more than 180 years of experience helping individuals, families, and businesses protect their financial futures. As a mutual company, New York Life is focused on the long-term interests of its policyholders and clients.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

Job Type: Full-time

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Licensed Financial Advisor in Maitland, FL vacancy
  • $120k - $200k

     ...Fellowship Financial Group - Financial Advisor Position: Full-Time Location: Maitland, Florida (On-site) Company Overview Fellowship Financial Group empowers clients through education-driven financial planning. Our comprehensive seven-step process helps... 
    Suggested
    Full time
    Work at office

    Better Talent

    Maitland, FL
    1 day ago
  •  ...Financial Advisor In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will be responsible for designing and executing tailored investment strategies that meet... 
    Suggested
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Moors & Cabot

    Winter Park, FL
    4 days ago
  •  ...Financial Aid Student Advisor If you're looking for the chance to learn, grow, and make a contribution to the community, look at employment opportunities with Full Sail University. You'll find your choice of career opportunities, great benefits, an environment that... 
    Suggested
    Work experience placement
    Work at office
    Flexible hours
    Night shift
    Weekend work

    Full Sail University

    Winter Park, FL
    2 days ago
  •  ...and services to help clients secure their financial future. Backed by the trusted State Farm...  ...a full-time hybrid role for a Financial Advisor, based in Winter Park, FL with...  ...environment Relevant certifications or licenses (e.g., CFP, Series 7, or equivalent) are... 
    Suggested
    Full time
    Work at office
    Remote work

    Tony Lopez - State Farm Insurance Agent

    Winter Park, FL
    4 days ago
  • SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes...  ...regulations and products Qualifications Life Insurance License (or willingness to obtain) Strong communication & sales skills... 
    Suggested
    Full time
    Part time

    SkyKey Financial

    Winter Park, FL
    1 day ago
  •  ...in job posting.   Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career...  ...you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client... 
    Full time
    Work at office

    First Horizon Bank

    Orlando, FL
    3 days ago
  • $19.8 - $22.9 per hour

     ...LE POSTE VOTRE PROFIL Licensed Beauty Advisor - Part Time ~ NOUVEAU Publiée le 09.09.2026 Sephora Retail Référence : 295494 Ajouter aux favoris Ouvrir Partager Localisation : Orlando, United States Type de contrat : Permanent... 
    Hourly pay
    Permanent employment
    Full time
    Part time
    Flexible hours
    Shift work
    Night shift
    Weekend work

    LVMH

    Orlando, FL
    1 day ago
  •  ...Location : City MAITLAND Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by...  .... Must have reliable transportation, maintain a driver's license, and have at least the minimum amount of auto insurance required... 
    Work at office
    Local area

    Western & Southern Life

    Maitland, FL
    2 days ago
  • $120k - $150k

     ...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising...  ...• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Basic knowledge of computer programs including... 
    Start working today
    Work at office

    New York Life Insurance Company

    Orlando, FL
    17 hours ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start...  ...representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Lake Mary, FL
    17 hours ago
  •  ...Financial Advisor Investment & Wealth Advisory | Tampa or Orlando, FL | Full-Time Saltmarsh is a client-focused RIA managing approximately...  ...The Ideal Candidate Required Series 65 or Series 66 license. CFP or CFA designation (or a comparable industry... 
    Full time
    Work at office
    Local area

    Ascend Together

    Orlando, FL
    1 day ago
  •  ...Financial Advisor A Financial Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible...  ...a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair... 
    Work at office

    Synovus

    Orlando, FL
    2 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune...  ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud...  ...training to maintain registrations and licenses in good standing. A firm-provided branch... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Orlando, FL
    1 day ago
  •  ...Merrill Financial Solutions Advisor At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients...  ...Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years' experience working in the financial... 
    Immediate start

    Bank of America

    Orlando, FL
    4 days ago
  •  ...opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Orlando,...  ...Bachelors Certifications No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required. Life and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Orlando, FL
    2 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve...  ...representative focused on client‑building and obtaining licenses. Our award‑winning training programs equip you with the... 
    Work at office

    UNAVAILABLE

    Orlando, FL
    3 days ago
  •  ...individuals who want more than just a job. As an entry level financial advisor on our team, you'll work one-on-one with clients to create...  ...or people-facing experience is a big plus! First step, get licensed. Bankers Life covers your Life & Health coursework to start... 

    Bankers Life

    Orlando, FL
    5 days ago
  • Join to apply for the Financial Advisor role at Boutique Recruiting A growing Orlando-based financial advisory firm is hiring a Financial Advisor...  ...Advisor with closing responsibility Active Series 65 license Proven ability to close new business and follow a defined sales... 
    Work at office

    Boutique Recruiting

    Orlando, FL
    3 days ago
  • Posted 4 days ago Are 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... 

    WizeHire, Inc

    Orlando, FL
    2 days ago
  • The Financial Aid Advisor II will provide students with the maximum amount of financial assistance to which they are eligible, in accordance with applicable regulations, with timely service and the highest quality, in coordination with other departments to ensure that the... 
    Full time
    Temporary work
    Local area
    Work from home
    Afternoon shift

    NUC University

    Orlando, FL
    1 day ago
  •  ...firms and professionals dedicated to helping clients achieve their financial goals! At Cetera Wealth Management Group , we believe your...  ...and elevate your client experience. What We Offer Competitive Advisor Funding : Transition assistance for experienced advisors and a... 
    Full time

    Cetera Wealth Services

    Orlando, FL
    5 days ago
  • OMNI Financial Services is a FLORIDA based company and is not affiliated with any other "Omni...  ...looking for an experienced Registered Advisor or advanced sales professionals (tech,...  .... Required Licensure: State Insurance License - Florida Life and Health (2-15) Securities... 
    Local area

    OMNI Financial Services

    Orlando, FL
    1 day ago
  • $70k - $100k

     ...types Commission Direct message the job poster from MassMutual Financial Advisor - Build Your Practice with Coastal Wealth Location: South...  ...community. Ideal Qualifications Active Florida 2-15 Life & Health License (or ability to obtain) FINRA Series 7 & 66 preferred (... 
    Full time
    Work at office
    Local area
    Remote work
    Visa sponsorship
    Monday to Friday

    MassMutual

    Orlando, FL
    5 days ago
  •  ...Journal 2020) …tired of working for “big box financial”? …working with a limited number of...  ..., with client-facing certainty. Our Advisors have access to a dedicated support staff...  ...…or are you able to obtain your FINRA licenses (Series 7 and 66) and advanced designations... 
    Temporary work
    Local area

    Evershore Financial Group

    Orlando, FL
    1 day ago
  • Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential’s existing client...  .... Series 7 and 66 (or 63/65) required Insurance licenses required Three or more years of investment sales experience... 
    Worldwide

    Prudential Advisors

    Orlando, FL
    4 days ago
  • $135k

     ...Job Description Job Description Join New York Life as a Financial Advisor and be a part of a company that's been safeguarding financial...  ...clients Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Basic knowledge of computer programs... 
    Full time
    Work at office
    Immediate start
    Flexible hours

    New York Life Insurance - Orlando, FL

    Orlando, FL
    8 days ago
  • $100k

     ...Job Description Job Description Florida Financial Advisors provides the ability to create your own financial success through helping clients...  ...in business or industry-related field Must obtain series licenses and qualify to be approved to be a Financial Advisor prior... 
    Permanent employment
    Full time
    Work at office
    Local area

    Florida Financial Advisors

    Orlando, FL
    a month ago
  •  .... Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial... 

    Valley Bank

    Winter Park, FL
    17 hours ago
  •  ...Senior Financial Associate An outstanding opportunity exists to join RVR Consulting Group, an Orlando-based firm specializing in helping small to mid-market businesses maximize their value and optimize their talent through research-based strategy. As a Senior Financial... 
    Full time

    RVR Consulting Group

    Winter Park, FL
    more than 2 months ago
  • $117k

     ..., is hiring motivated professionals ready to build their own financial services business. If you have experience in finance, sales, or...  ...banking, or sales Individuals with an active State 215 insurance license and/or FINRA registrations , or those willing to obtain them... 
    Full time
    Flexible hours

    New York Life Insurance Company

    Orlando, FL
    15 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Licensed Financial Advisor. Be the first to apply!