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

    New York Life
    New York Life Tampa, United States

    2 days ago

    Default job background
    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.

    If you have outstanding communication skills, meticulous attention to detail, and a proven track record, we invite 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


    • 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.
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