Entry-Level Financial Advisor: Build Your Client Practice

New York Life Insurance Company; Tampa (FL); On-site; USD 80,000 - 190,000; Full time

Job summary

A leading financial services firm in Tampa, FL is seeking a Financial Advisor to provide financial analysis and planning to clients. The ideal candidate will have strong communication skills and attention to detail, ready to build a distinguished practice. This entry-level role offers a competitive compensation range of $80,000 - $190,000 yearly and the opportunity to assist clients with mutual funds, estate planning, and business administration.

Qualifications

• Interest in finance and strong analytical skills.
• Proven track record of success.
• Excellent listening and communication abilities.

Responsibilities

• Provide financial analysis and planning to clients.
• Manage mutual funds and investment strategies.
• Assist with estate planning and business administration tasks.
• Build and grow a client practice with a focus on excellent service.
• Communicate clearly with clients and maintain attention to detail.

Skills

Financial analysis

Communication skills

Attention to detail

Analytical skills

Education

Experience or education in mutual funds

Education in estate planning

Education in business administration

Job description

A leading financial services firm in Tampa, FL is seeking a Financial Advisor to provide financial analysis and planning to clients. The ideal candidate will have strong communication skills and attention to detail, ready to build a distinguished practice. This entry-level role offers a competitive compensation range of $80,000 - $190,000 yearly and the opportunity to assist clients with mutual funds, estate planning, and business administration.