About this opportunity
Bighorn Law lists this Certified Financial Planner & Trusted Advisor opportunity in orlando, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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
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Worksite address
orlando, FL, 32885, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.