Financial Service Professional
: Job Details :

Job Title: Financial Services ProfessionalLocation: Central Florida, OrlandoJob Type: Full-TimeAbout the Role: We are seeking a skilled and motivated Financial Services Professional to join our team. The ideal candidate will provide comprehensive financial planning, investment advice, and risk management solutions to a diverse range of clients. You will be responsible for helping clients achieve their financial goals by offering tailored financial strategies, wealth management, and retirement planning services.Key Responsibilities:Provide personalized financial planning, including retirement, estate, protection solutions, and investment strategies.Analyze clients' financial status and develop customized financial plans based on their needs and goals.Offer investment solutions, including portfolio management and asset allocation.Assist clients with risk management strategies, such as insurance and tax-efficient planning.Stay informed about market trends, financial products, and changes in regulations.Build and maintain long-term relationships with clients through regular reviews and updates.Provide education and advice to clients regarding financial literacy and market opportunities.Ensure all compliance and legal requirements are met.Qualifications:Experience in financial services, wealth management, or a related field. Preferred but not required. Strong understanding of financial products, investment strategies, and market conditions. Preferred but not required. Excellent communication and interpersonal skills.Ability to work independently and manage a client portfolio.Proficiency in financial software and tools.Entrepreneurial MindsetBenefits:Performance-based bonuses.Health, dental, and retirement benefits.Professional development and continuing education opportunities.Flexible work environment.How to Apply: Please submit your resume and cover letter to ...@newyorklife.com or schedule an interview at We look forward to helping you grow your career in financial services!