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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

    3 weeks ago

    Default job background
    Full time
    Description

    Rewritten job descriptionLooking for a dedicated finance enthusiast eager to make a substantial difference? We are in search of a creative individual with strong analytical abilities and exceptional listening skills to join our team as a Financial Wealth Manager in Tampa, FL, US This position is perfect for those who excel in financial analysis, mutual funds, estate planning, business administration, and similar fields, providing a special chance to establish a prestigious practice with unparalleled benefits.

    If you possess excellent communication skills, keen attention to detail, and a proven history of success, we welcome you to submit your application today Responsibilities:


    • 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

    Qualifications:

    • Holding a FINRA Series 7 & 63/66 license is highly desirable for this position in Tampa, FL, US.
    • Possessing 2-15 Health & Life Insurance Licenses is a mandatory requirement.
    • Understanding the duties of a Financial Advisor or Consultant is a fundamental aspect of this role.
    • Proficiency in Microsoft Office, financial planning software, Google Suite, CRM systems, and related applications is essential.
    • Exceptional customer service skills are a must, including effective communication, interpersonal abilities, and math proficiency.
    • A degree in business administration, finance, or a related field is a prerequisite for applicants.
    • Commitment to assisting individuals with their financial needs is a key attribute sought.
    • Adherence to ethical practices is of utmost importance in this role.
    • Demonstrating a success-oriented and positive attitude is crucial for success.
    • Showing enthusiasm for the work is highly valued by our team in Tampa, FL, US.
    • Ability to handle pressure in a constructive manner is a necessary skill.
    • Setting long-term goals is vital for growth and development.
    • Being open to guidance and feedback is crucial for continuous improvement.
    • Striving to achieve excellence in all tasks is an expectation in this position

    Compensation:
    $75,000 - $185,000 at Plan per year




    • 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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