New York Life in Orlando seeks an experienced financial advisor to design and implement strategies helping clients reach their goals. You will gather client data, assess financial status, and craft personalized plans aligned with risk tolerance.
The role requires a Bachelor's degree in business or finance, active licenses (CPA/CFP and FINRA 7 & 66), and a proven track record in financial services. Excellent communication and customer service skills are essential as you build long-term client
#J-18808-LjbffrCertified Financial Planner & Trusted Advisor in orlando at Unknown Company
This position is listed as full time and onsite.