Strategic Wealth Management Professional

1 week ago


Tampa, Florida, United States New York Life - Tampa Full time
About the Role
We are seeking a highly skilled Financial Wealth Manager to join our team in Tampa, FL. As a Financial Wealth Manager, you will be responsible for analyzing clients' financial situations and creating tailored strategies that align with their goals effectively.

Salary
The estimated salary for this position is $75,000 - $185,000 per year, depending on experience and qualifications.

About the Company
New York Life is a mutual company with no investors or outside owners, allowing us to prioritize our clients' interests and priorities. With over 170 years of industry success, we have earned numerous accolades, including being named #71 on Fortune 100 in 2019 and having the highest possible financial strength ratings currently awarded to any life insurer.

Job Description
This role offers the opportunity to build a prestigious practice with outstanding benefits. You will analyze clients' financial situations, develop personalized investment portfolios, promote financial products and services, and cultivate a team-oriented environment. You will also customize financial plans, offer well-informed investment guidance, recommend insurance products, and progress to higher roles as you advance your career within the company.

Required Skills and Qualifications
To succeed in this role, you must possess excellent analytical skills, strong communication abilities, and exceptional interpersonal skills. You should also be proficient in Microsoft Office, financial planning software, Google Suite, CRM systems, and related applications. Holding a FINRA Series 7 & 63/66 license is highly desirable, and possessing 2-15 Health & Life Insurance Licenses is a mandatory requirement. A degree in business administration, finance, or a related field is also essential.

Benefits
This role offers a competitive salary, comprehensive benefits package, and opportunities for professional development and growth. As a member of our team, you will be part of a dynamic and supportive environment that values excellence and customer service.

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