Tampa Financial Advisor

3 weeks ago


Tampa, Florida, United States New York Life - Tampa Full time
About the Job
We are looking for a skilled Financial Wealth Manager to join our team at New York Life - Tampa. As a critical component of our team, you will contribute significantly to helping clients achieve their financial objectives through your expertise and dedication.

Main Responsibilities:
  • Analyze clients' financial information to develop effective financial plans.
  • Design and implement customized investment strategies that meet clients' specific needs and goals.
  • Expand the client base by promoting financial products and services efficiently.
  • Encourage a collaborative work environment and continually seek opportunities for professional growth and self-improvement.

About Our Team
New York Life - Tampa is a prominent provider of financial services, recognized for its commitment to excellence, integrity, and customer satisfaction. We strive to foster a culture of teamwork, innovation, and continuous improvement, providing our employees with the resources they need to succeed and grow professionally.

Compensation Package
The estimated salary for this role is $120,000 - $240,000 per year, depending on experience and qualifications. Additionally, we offer a comprehensive benefits package, including health insurance, retirement plans, and ongoing training and development opportunities.

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