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    Financial Wealth Manager - Tampa, United States - New York Life - Tampa

    New York Life - Tampa
    New York Life - Tampa Tampa, United States

    1 day ago

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    Description

    Financial Wealth Manager Opportunity in Tampa, FL

    We are seeking a talented finance enthusiast with exceptional analytical skills and a passion for making a difference to join our team as a Financial Wealth Manager in Tampa, FL, US.

    Compensation:

    $75,000 - $185,000 yearly at plan

    Responsibilities:

    • Develop customized strategies to help clients meet their financial goals effectively.
    • Create investment portfolios tailored to clients' preferences and needs.
    • Promote financial products and services to expand the client base.
    • Foster a collaborative team environment for professional growth.
    • Design financial plans based on clients' life stages and objectives.
    • Provide investment advice and educate clients on available options.
    • Recommend suitable insurance and investment products.
    • Progress in your career to higher roles.
    • Attain certifications from The American College.
    • Engage in diverse learning experiences.

    Qualifications:

    • FINRA Series 7 & 63/66 license preferred.
    • Health & Life Insurance Licenses required.
    • Knowledge of Financial Advisor duties essential.
    • Proficiency in Microsoft Office, financial planning software, and CRM systems.
    • Exceptional customer service and communication skills.
    • Degree in business administration, finance, or related field.
    • Commitment to assisting individuals with financial needs.
    • Adherence to ethical practices.
    • Success-oriented and positive attitude.
    • Enthusiasm for the work.
    • Ability to handle pressure constructively.
    • Setting long-term goals for growth.
    • Openness to guidance and feedback.
    • Striving for excellence in all tasks.

    About Company:

    New York Life, a mutual company, prioritizes client interests with over 170 years of industry success.

    • Building a strong financial future for clients.
    • #71 on Fortune 100 in 2019.
    • Leading in MDRT members among US Mutual companies in 2019.
    • Highest financial strength ratings by top agencies.
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