Finanical ProfessionalFinancial Advisor Registered Representative

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

Job summary

New York Life - Tampa is seeking a dedicated Financial Advisor to guide individuals and families toward their financial goals with expert planning and personalized advice. You will build client relationships and deliver tailored strategies backed by our strong industry standing.

The role emphasizes collaboration, ongoing learning, and using advanced tools to adapt plans as life changes, while staying compliant with regulations.

Qualifications

• Experience in financial planning and advising.
• Ability to build trust-based client partnerships.
• Proven ability to educate clients on insurance and investments.
• Strong analytical skills to assess financial situations.
• Excellent communication to engage clients proactively.
• Collaborative mindset with team and industry updates.
• Commitment to continuous learning in financial services.

Responsibilities

• Develop personalized financial plans aligned with client goals.
• Proactively engage with clients to review plans as life changes.
• Educate clients on insurance and investment products.
• Collaborate with team on industry trends and regulatory changes.
• Build and maintain trust-based client relationships.
• Utilize advanced tools to analyze financial situations and tailor solutions.
• Conduct regular follow-ups to ensure plans stay on track.

Skills

Financial planning

Client relationship management

Communication skills

Analytical skills

Industry knowledge update

Job description

At New York Life, we're dedicated to your growth and success, with over 170 years of commitment to client financial well-being, and we're looking for a Financial Advisor to join us. You'll be instrumental in guiding individuals and families towards achieving their financial goals, backed by our prestigious industry standing and top-tier financial strength ratings. We nurture a collaborative culture that promotes continuous learning, so you'll stay ahead of industry trends and innovations. In this role, you'll build lasting relationships and provide expert financial advice tailored to client needs. We offer competitive salaries, flexible work arrangements, and clear career progression paths, all within a supportive environment that values your contributions. Let’s collaborate to empower clients and make a meaningful impact in their lives.

Responsibilities

• Develop personalized financial plans that align with clients' unique goals and aspirations.
• Proactively engage with clients to review and adjust their financial strategies as life changes occur.
• Educate clients on the benefits of various insurance and investment products, empowering informed decisions.
• Collaborate with our team to stay updated on industry trends and regulatory changes, ensuring top-notch advice.
• Build and maintain strong, trust-based relationships with clients, fostering long-term partnerships.
• Utilize our advanced tools and resources to analyze clients' financial situations and recommend tailored solutions.
• Conduct regular follow-ups to ensure clients' financial plans remain on track and adapt to any new developments.

Qualifications

• Experience in financial planning and advising, with a focus on personalized client solutions.
• Ability to build and maintain trust-based relationships, fostering long-term client partnerships.
• Proven track record of educating clients on insurance and investment products, empowering informed decisions.
• Strong analytical skills to assess financial situations and recommend tailored solutions using advanced tools.
• Excellent communication skills to proactively engage with clients and adjust strategies as needed.
• Collaborative mindset to work with our team and stay updated on industry trends and regulatory changes.
• Commitment to continuous learning and professional development in the financial services industry.

Compensation

$80,00 - $190,000 yearly at plan

$190,000 per year