- Evaluate clients' financial situations and develop customized strategies to help them meet their financial goals effectively.
- Create personalized investment portfolios that align with clients' unique preferences and needs.
- Expand the client base by promoting a range of financial products and services.
- Foster a collaborative team environment and actively pursue opportunities for professional growth.
- Design financial plans based on clients' life stages, professional qualifications, and long-term objectives.
- Provide well-considered investment advice and educate clients on various available options.
- Recommend suitable life insurance, annuities, long-term care insurance, business insurance, investments, and individual disability income insurance.
- Progress to higher roles as you advance in your career.
- Attain expertise in the financial industry by earning certifications from The American College.
- Engage in diverse learning experiences, including in-person, virtual, and online training sessions
- Hold a FINRA Series 7 & 63/66 license is preferred for this role.
- Possessing 2-15 Health & Life Insurance Licenses is required.
- Understanding the responsibilities of a Financial Advisor or Consultant is essential.
- Proficiency in Microsoft Office, financial planning software, Google Suite, CRM systems, and related applications is a must.
- Exceptional customer service skills are necessary, including effective communication, interpersonal abilities, and math proficiency.
- A degree in business administration, finance, or a related field is a prerequisite.
- Commitment to assisting individuals with their financial needs is key.
- Adherence to ethical practices is paramount.
- Demonstrating a success-oriented and positive attitude is crucial.
- Showing enthusiasm for the work is highly valued.
- Ability to handle pressure in a constructive manner is required.
- Setting long-term goals is important.
- Being open to guidance and feedback is necessary for growth.
- Striving to achieve excellence in all tasks is expected
- Evaluate clients' financial situations and develop customized strategies to help them meet their financial goals effectively.
- Create personalized investment portfolios that align with clients' unique preferences and needs.
- Expand the client base by promoting a range of financial products and services.
- Foster a collaborative team environment and actively pursue opportunities for professional growth.
- Design financial plans based on clients' life stages, professional qualifications, and long-term objectives.
- Provide well-considered investment advice and educate clients on various available options.
- Recommend suitable life insurance, annuities, long-term care insurance, business insurance, investments, and individual disability income insurance.
- Progress to higher roles as you advance in your career.
- Attain expertise in the financial industry by earning certifications from The American College.
- Engage in diverse learning experiences, including in-person, virtual, and online training sessions
-
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Financial Wealth Manager - Tampa, United States - New York Life
Description
Are you passionate about finance and looking to make a significant impact? Our team is seeking a resourceful individual with robust analytical skills and exceptional listening capabilities to join us as a Financial Wealth Manager in Tampa, FL, US This role is ideal for those who thrive in financial analysis, mutual funds, estate planning, business administration, and related areas, offering a unique opportunity to build a prestigious practice with unmatched rewards.
Qualifications:
Compensation:
$75,000 - $185,000 at Plan per year
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