Top 146 financial advisor Jobs in ocoee, fl

Financial Advisor Bilingual (Vietnamese)
New York Life —Maitland, FL
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- Basic math
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
12d
Financial Advisor Associate / Client Service Advisor
Group 10 Financial, LLC —Maitland, FL
- $55,000 - $70,000 a year
- Email
- Hybrid work
- Customer service
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Financial Advisor - Orlando, FL
Thrivent —Orlando, FL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Altamonte Springs, FL
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Fast-Track to Management (Bilingual Vietnamese) or (Bilingual Russian)
New York Life —Maitland, FL
- $100,000 - $200,000 a year
- Full-time
- Hybrid work
- English
- Business development
- Doctor of Philosophy
- AD&D insurance
- Disability insurance
Quick Apply
Financial Advisor
Edward Jones —Mount Dora, FL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Better Talent —Maitland, FL
- $120,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Paid time off
Quick Apply
Financial Services Representative – State Farm Agent Team Member
Craig Martin - State Farm Agent —Winter Garden, FL
- $80,000 - $160,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- In-person
- 401(k)
- Flexible spending account
Quick Apply
Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required
Bank of America —Windermere, FL
- Full-time
- Background check
- Writing skills
- English
Advisor Development Program Client Associate
Bank of America —Orlando, FL
- Full-time
- Background check
- Computer literacy
- Writing skills
Banking & Financial Professionals | Build Your Own Financial Advisory Practice
Northwestern Mutual —Orlando, FL
- $70,000 - $100,000 a year
- Full-time
- Sales
- Military
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
New York Life —Maitland, FL
- $70,000 - $120,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Orlando, FL
- $135,000 - $185,000 a year
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Financial Services Representative/ Accelerated Path to Management
New York Life —Maitland, FL
- $72,000 - $255,000 a year
- Full-time
- Background check
- No experience needed
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Financial Professional
New York Life Insurance Company/NYLIFE Securities, LLC. —Maitland, FL
- $60,000 - $150,000 a year
- Full-time
- Hybrid work
- Customer service
- Mid-level
- Recruiting
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Boutique Recruiting —Orlando, FL
- $65,000 - $80,000 a year
- Mid-level
- Office
- 2 years
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Omni Financial Services —Orlando, FL
- $85,000 - $100,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Professional development assistance
- Flexible schedule
Quick Apply
2d
Financial Services Professional/Associate Partner (Accelerate Path to Management)
New York Life —Maitland, FL
- $85,000 - $260,000 a year
- Full-time
- Hybrid work
- Mid-level
- Recruiting
- Business
- Paid training
- Disability insurance
Quick Apply
8d
Financial Representative
Ramirez Legacy Consulting LLC —Kissimmee, FL
- $30,000 - $120,000 a year
- Temporary
- Hybrid work
- Background check
- Management
- Customer service
- Flexible schedule
Quick Apply
Fast Track to Management/ Financial Advisor
New York Life —Maitland, FL
- $70,000 - $200,000 a year
- Full-time
- Hybrid work
- Recruiting
- In-person
- Business
- Paid training
- Health insurance
Quick Apply
8d

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financial advisor jobs near ocoee, fl

Financial Advisor Bilingual (Vietnamese)

New York Life -
Maitland, FL

Quick Apply

Job Details

Permanent | Full-time
$120,000 - $150,000 a year
12 days ago

Benefits

Health insurance
Dental insurance
401(k)
Tuition reimbursement
Vision insurance
401(k) matching
Flexible schedule
Life insurance

Qualifications

Financial sales
Risk management advisory services
Interpersonal skills
Investment management advisory services
Series 66
Series 7
Bachelor's degree
Tax deductions maximization
Prospecting
FINRA License
Series 63

Full Job Description

New York Life is seeking motivated and business-minded individuals to join our team as Financial Advisors. In this role, you will build and grow your own financial services practice by helping individuals, families, and businesses achieve their financial goals through personalized planning and solutions.

You will receive comprehensive training, access to industry-leading tools, and ongoing mentorship to support your development. As a Financial Advisor, you will develop client relationships, provide guidance on insurance and investment strategies, and work toward obtaining professional licenses and credentials. This role offers a clear path for career growth, including opportunities to expand into advanced advisory and leadership positions.

Compensation is performance-based, with income potential tied to your ability to develop and manage client relationships and grow your career.

Compensation:

$120,000 - $150,000 yearly

Responsibilities:

Guide clients in making informed financial decisions by providing clear, actionable advice.
Develop personalized financial plans that align with clients' goals and aspirations.
Regularly review and adjust financial strategies to ensure they remain effective and relevant.
Build and nurture long-term relationships with clients, fostering trust and confidence.
Stay updated on industry trends and regulatory changes to offer the most current advice.
Collaborate with team members to enhance service offerings and client satisfaction.
Analyze financial data to identify opportunities for growth and risk management for clients.

Qualifications:

Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
Bachelor’s degree preferred; equivalent work experience in sales, business, or a related field is a plus.
Ability to obtain required state insurance licenses and FINRA registrations (e.g., Series 6/7, 63/66).
Prior experience in sales, customer service, and business development is beneficial but not required.
Strong interpersonal and communication skills with the ability to build long-term client relationships.
Self-motivated, goal-oriented, and driven with an entrepreneurial mindset.
Interest in financial services, wealth management, and helping clients achieve long-term financial goals.
Ability to work independently and manage time effectively.
Willingness to prospect, network, and build a personal client base.
Coachable and open to ongoing training, mentorship, and professional development.
High level of integrity, professionalism, and commitment to ethical business practices.

About Company

New York Life is a Fortune 100 mutual company with over 180 years of helping Americans protect their families and achieve financial goals. Because we are accountable only to policyholders—not Wall Street—we focus on long-term value and stability. We are highly rated for financial strength (A++ A.M. Best, AAA Fitch, Aaa Moody’s, AA+ S&P) and recognized for excellence in training, diversity, and workplace culture.

We serve over 5.3 million clients, provide nearly $1.2 trillion in life insurance protection, and deliver billions in benefits, including $4.5 billion in living benefits and $579 million in lifetime annuity income.

New York Life continues to innovate to meet evolving client needs while maintaining a strong commitment to integrity, inclusion, and service.

Pay: $120,000.00 - $150,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Tuition reimbursement
Vision insurance

Work Location: Hybrid remote in Maitland, FL 32751

Quick Apply

Refine Your Search

financial advisor jobs in ocoee, fl

Financial Advisor Bilingual (Vietnamese)

Financial Advisor Associate / Client Service Advisor

Financial Advisor - Orlando, FL

Financial Advisor - PNC Wealth Management

Fast-Track to Management (Bilingual Vietnamese) or (Bilingual Russian)

Financial Advisor

Financial Advisor

Financial Services Representative – State Farm Agent Team Member

Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required

Advisor Development Program Client Associate

Banking & Financial Professionals | Build Your Own Financial Advisory Practice

Financial Advisor

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Financial Services Representative/ Accelerated Path to Management

Financial Professional

Financial Advisor

Financial Advisor

Financial Services Professional/Associate Partner (Accelerate Path to Management)

Financial Representative

Fast Track to Management/ Financial Advisor

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