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Financial Advisor - Finanical Professional
Tampa, FLApril 2nd, 2026
Job Description
Join New York Life as a Financial Advisor, where you'll make a meaningful difference in clients' lives by guiding them toward financial stability and growth.With a client-first approach and a legacy of over 170 years, you'll have the chance to build a distinguished practice in a nurturing environment that champions your success. Our mutual company structure ensures that your efforts align with the client's best interests, supported by our top-tier financial strength ratings and industry accolades.As part of our team, you'll employ your financial analysis skills, expertise in mutual funds, and estate planning prowess to help clients achieve their financial aspirations. We're looking for individuals with excellent communication skills and a keen attention to detail who are ready to make an impact. If you're passionate about finance and eager to grow both personally and professionally, we encourage you to apply. Let's work together to secure a bright financial future for you and your clients.Compensation:$80,00 - $190,000 yearly at planResponsibilities:Guide clients in developing personalized financial plans that align with their life goals and aspirations.Analyze clients' financial status, including income, expenses, and risk tolerance, to recommend suitable investment strategies.Educate clients on various financial products, such as mutual funds and insurance policies, to enhance their financial literacy.Monitor and review clients' financial portfolios regularly, ensuring they remain on track to meet their objectives.Collaborate with clients to adjust financial plans as life circumstances and market conditions change.Build and maintain strong, trusting relationships with clients through regular communication and exceptional service.Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice and solutions.Qualifications:Experience in financial planning and advising, with a focus on client-centric solutions.Ability to analyze complex financial data and develop tailored investment strategies.Proven track record of building and nurturing long-term client relationships.Strong communication skills to effectively educate clients on financial products and services.Proficiency in using financial planning software and tools to enhance client service.Familiarity with industry trends and regulatory changes to provide informed advice.Commitment to continuous learning and professional development in the financial sector.About CompanyAs a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. We have over 170 years of industry success. Some of our accolades include:A promise to work with you to build a strong financial future for both you and your clients#71 on Fortune 100 in 2019Most MDRT members in any United States Mutual Company in 2019Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA) as of 7/30/18
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