Hybrid Financial Advisor: Retirement & Wealth Planning

New York Life Insurance Co.; Tampa (FL); Hybrid; USD 65,000 - 100,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

New York Life Insurance Co. seeks a Financial Services Professional in Tampa, FL.

This full-time hybrid role combines in-office and remote work to meet clients, assess financial goals, analyze current finances, and create personalized strategies for insurance, investments, and retirement planning. You will prospect, build a client base, perform needs analyses, present solutions, and nurture ongoing client relationships while staying current on products and regulatory standards.

Qualifications

• Strong foundation in Finance and Financial Services to understand products, markets, and client needs.
• Experience or training in Financial Planning and Retirement Planning to design comprehensive client strategies.
• Excellent Communication skills, including active listening, clear explanation of complex concepts, and relationship-building.
• Bachelor’s degree in finance, business, economics, or a related field preferred, or equivalent professional experience.
• Ability to work in a hybrid environment, manage time effectively, and maintain organized client records.
• Motivation to build and grow a client portfolio, with a strong ethical compass and commitment to client-centric service.
• State life and health insurance licenses and relevant securities licenses (or willingness to obtain with company support).
• Comfort with technology, CRM systems, and virtual meeting tools for client outreach and service.

Responsibilities

• Prospect and build a client base.
• Conduct financial needs analyses for clients.
• Present insurance, investment, and retirement planning solutions.
• Maintain ongoing client relationships and service quality.
• Stay current on New York Life products and services.
• Collaborate with internal specialists on client cases.
• Adhere to regulatory and compliance standards in all activities.
• Use company tools and mentorship to grow a sustainable practice.

Skills

Finance knowledge

Financial planning

Communication skills

Hybrid work capability

Client relationship building

Education

Bachelor's degree in finance

Equivalent professional experience

Job description

New York Life Insurance Co. seeks a Financial Services Professional in Tampa, FL.

This full-time hybrid role combines in-office and remote work to meet clients, assess financial goals, analyze current finances, and create personalized strategies for insurance, investments, and retirement planning. You will prospect, build a client base, perform needs analyses, present solutions, and nurture ongoing client relationships while staying current on products and regulatory standards.