- Evaluate clients' financial situations and create customized strategies to help them achieve their goals.
- Develop personalized investment portfolios that match clients' preferences and requirements.
- Grow the client base by offering various financial products and services.
- Promote a collaborative team environment and seek opportunities for professional advancement.
- Design financial plans based on clients' life stages, qualifications, and long-term goals.
- Provide well-thought-out investment advice and educate clients on available options.
- Suggest appropriate insurance and investment products.
- Advance to higher roles as you progress in your career.
- Attain industry expertise by obtaining certifications from The American College.
- Participate in diverse learning opportunities, including in-person and virtual training.
- Holding a FINRA Series 7 & 63/66 license is highly preferred.
- Possessing 2-15 Health & Life Insurance Licenses is required.
- Understanding the duties of a Financial Advisor is crucial.
- Proficiency in Microsoft Office, financial planning software, CRM systems, and related tools is essential.
- Exceptional customer service skills, communication, and math proficiency are necessary.
- A degree in business administration, finance, or a related field is mandatory.
- Committed to assisting individuals with their financial needs.
- Adherence to ethical practices is crucial.
- Success-oriented, positive attitude is key.
- Enthusiasm for the work is highly valued.
- Ability to handle pressure constructively.
- Openness to feedback for continuous improvement.
- Drive for excellence in all tasks.
- Commitment to building a strong financial future for clients
- #71 on Fortune 100 in 2019
- Most MDRT members in any US Mutual company in 2019
- Highest financial strength ratings by major agencies: Standard & Poor's (AA+), A.M. Best (A++), Moody's (Aaa), Fitch (AAA)
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Financial Wealth Manager - Tampa, United States - New York Life - Tampa
Description
Financial Wealth Manager Position in Tampa, FL, US
Are you a finance enthusiast ready to bring significant value to the table? We are seeking a creative individual with strong analytical skills and exceptional listening abilities to join our team as a Financial Wealth Manager in Tampa, FL, US. This role is tailor-made for those excelling in financial analysis, mutual funds, estate planning, and business administration. It offers a unique opportunity to build a prestigious practice with exceptional benefits. If you have top-notch communication skills, great attention to detail, and a track record of success, we encourage you to apply today!
Compensation:$75,000 - $185,000 annually
Responsibilities:New York Life, a mutual company, is aligned with clients' interests, with over 170 years of success. Accolades include:
