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Financial Wealth Manager

4 months ago

Tampa, United States New York Life Full time
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. 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.