Financial Wealth Manager

2 weeks ago

Tampa, United States New York Life Full time
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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