Wealth & Growth Advisor - Fast-Track to Leadership

New York Life - Tampa; Tampa (FL); Hybrid; USD 100,000 - 185,000; Full time

Job summary

New York Life Tampa is seeking a Financial Advisor on the Fast-Track Management path to propel your career and your clients' financial futures. You’ll work in a supportive, collaborative environment with strong resources and industry recognition to help you succeed.

You’ll guide clients in planning and implementing strategies across investments, insurance, and retirement, build lasting relationships, and continuously learn through formal development opportunities and team collaboration.

Qualifications

• Experience in financial planning, investment advisory, or a related field.
• Ability to build and maintain strong client relationships through effective communication and trust-building.
• Proven track record of achieving sales targets and delivering exceptional customer service.
• Strong analytical skills to assess clients' financial situations and provide tailored advice.
• Familiarity with insurance products and retirement planning strategies.
• Commitment to continuous learning and professional development to stay updated on industry trends and regulations.

Responsibilities

• Guide clients in developing personalized financial plans that align with their goals and aspirations.
• Analyze clients' financial status and provide tailored advice on investments, insurance, and retirement planning.
• Foster long-term relationships with clients by maintaining regular communication and offering ongoing support.
• Collaborate with team members to share insights and strategies, enhancing our collective expertise.
• Stay informed on industry trends and regulatory changes to ensure clients receive the most current advice.
• Utilize New York Life's resources and tools to deliver exceptional service and achieve client satisfaction.
• Participate in professional development opportunities to enhance your skills and advance your career path in management.

Skills

Financial planning

Client relationships

Sales targets

Analytical skills

Insurance products

Retirement planning

Team collaboration

Professional development

Job description

New York Life Tampa is seeking a Financial Advisor on the Fast-Track Management path to propel your career and your clients' financial futures. You’ll work in a supportive, collaborative environment with strong resources and industry recognition to help you succeed.

You’ll guide clients in planning and implementing strategies across investments, insurance, and retirement, build lasting relationships, and continuously learn through formal development opportunities and team collaboration.