- 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.
- 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.
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Financial Wealth Manager - Tampa, United States - New York Life
Description
Looking 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.
Responsibilities
Qualifications