Financial Advisor Offering Fast-Track Management

Responsibilities

• Guide clients in developing personalized financial plans that align with their life goals.
• Analyze clients' financial status and provide strategic advice to enhance their financial well-being.
• Cultivate and maintain strong relationships with clients, ensuring their evolving needs are met.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice.
• Collaborate with team members to share insights and strategies for client success.
• Utilize New York Life's resources to offer clients comprehensive insurance and investment solutions.
• Lead client meetings with clarity and confidence, ensuring their understanding of financial options and decisions.

Qualifications

• Experience in financial planning or a related field, demonstrating a deep understanding of financial products and services.
• Ability to analyze complex financial data and provide clear, actionable advice to clients.
• Proven track record of building and maintaining strong client relationships, ensuring their evolving needs are met.
• Strong communication skills, with the ability to lead client meetings confidently and clearly explain financial options.
• Familiarity with industry trends and regulatory changes, ensuring advice is current and compliant.
• Collaborative mindset, ready to share insights and strategies with team members for collective success.
• Proficiency in utilizing financial software and resources to offer comprehensive solutions to clients.

About New York Life - Tampa

• As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client’s interests and priorities.
• We have over 170 years of industry success.
• Some of our accolades include:
• #71 on Fortune 100 in 2019
• Most MDRT members in any United States Mutual Company in 2019
• Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18

Pay

$100,000 - $185,000/year