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Job description
Description
Join New York Life, a company with over 170 years of dedicated service and a commitment to securing the financial future of clients. As a Financial Advisor, you'll play a key role in guiding individuals and families toward their financial goals. We pride ourselves on having the highest possible financial strength ratings in the industry, which means you'll have a strong foundation to support your clients' needs. Our collaborative culture encourages ongoing learning, helping you stay ahead of industry trends and innovations.
In this role, you'll build enduring relationships and provide expert, personalized financial advice. We offer competitive compensation, flexible work arrangements, and clear paths for career advancement, all within a supportive and nurturing environment. Let's work together to empower clients and create meaningful impacts in their lives. If you're ready to embark on this rewarding journey with us, apply today and be part of our legacy of excellence.
Responsibilities
• Develop and maintain strong, trusting relationships with clients, guiding them towards achieving their financial goals.
• Conduct comprehensive financial needs analyses to tailor personalized financial plans for individuals and families.
• Stay informed on industry trends and regulatory changes to provide clients with the most current and relevant advice.
• Collaborate with colleagues and industry experts to continuously enhance your financial knowledge and advisory skills.
• Utilize New York Life's robust resources and tools to deliver exceptional service and support to clients.
• Proactively identify and pursue new business opportunities to expand your client base and grow your practice.
• Educate clients on a variety of financial products and services, ensuring they understand their options and make informed decisions.
Qualifications
• Experience in financial planning or advisory roles, with a focus on client relationship management.
• Ability to conduct thorough financial needs analyses and develop tailored financial plans.
• Proven track record of staying informed on industry trends and regulatory changes.
• Strong collaboration skills to work effectively with colleagues and industry experts.
• Proficiency in utilizing financial tools and resources to enhance client service.
• Demonstrated ability to identify and pursue new business opportunities.
• Excellent communication skills to educate clients on financial products and services.
Worksite address
tampa, FL, 33646, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.