Financial Advisor - Finanical Professional

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

Overview

Financial Advisor / Financial Professional - Advisors in Tampa, FL, US. The role focuses on financial analysis, mutual funds, estate planning, and business administration, with the opportunity to build a distinguished practice and deliver strong benefits. Candidates with exceptional communication skills, keen attention to detail, and a track record of proven success are invited to apply.

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

Qualifications

• Interest in finance and strong analytical skills
• Excellent listening and communication abilities
• Experience or education in mutual funds, estate planning, and business administration (as applicable)
• Proven track record of success

Employment details

• Location: Tampa, FL
• Employment type: Full-time
• Seniority level: Entry level

Compensation: $80,000 - $190,000 yearly at plan