Flexible Financial Planner: Build Lasting Client Trust

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

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.