Financial Services Specialist
2 weeks ago
We are seeking a highly skilled and motivated Financial Wealth Manager to join our team at New York Life - Tampa. As a Financial Wealth Manager, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their long-term financial goals.
Key Responsibilities- Analyze clients' financial situations to create tailored financial strategies that align with their goals and objectives.
- Develop and implement personalized investment portfolios based on clients' specific needs and preferences.
- Promote a variety of financial products and services to expand our client base and drive business growth.
- Cultivate a team-oriented environment and actively seek opportunities for professional development and growth.
- Customize financial plans according to clients' life stages, professional qualifications, and long-term aspirations.
- Offer well-informed investment guidance and educate clients on different available options.
- Recommend appropriate insurance products such as life insurance, annuities, and long-term care insurance to clients.
- Progress to higher roles as you advance your career within the company.
- Gain expertise in the financial industry by obtaining certifications from reputable organizations.
- Participate in diverse learning experiences, including in-person, virtual, and online training sessions to enhance skills and knowledge.
- Holding a FINRA Series 7 & 63/66 license is highly desirable for this position.
- 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.
- 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 role.
New York Life is a mutual company, with no investors or outside owners, uniquely aligned with our clients' interests and priorities. We have over 170 years of industry success, with numerous accolades, including:
- A promise to work with you to build a strong financial future for both you and your clients.
- #71 on Fortune 100 in 2019.
- Most MDRT members in any United States Mutual company 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.
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