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Financial Advisor Offering Fast-Track Management
Tampa, FLApril 2nd, 2026
Job Description
As a Financial Advisor on the Fast-Track Management path with New York Life, you'll step into a role that empowers both your career and clients' financial futures. With over 170 years of industry success, we are committed to aligning with clients' priorities and providing you with a supportive, collaborative environment that encourages growth. You'll have the opportunity to leverage our strong financial ratings, industry accolades, and a client-first approach to make a meaningful impact.This role is ideal for someone with exceptional customer service skills and a drive to excel in an ever-evolving industry. Embrace the chance to fast-track your career in management while helping clients secure their financial futures. Let's build a brighter future together.Compensation:$100,000 - $185,000 at planResponsibilities:Guide clients through personalized financial planning processes to help them achieve their financial goals.Collaborate with clients to develop tailored investment strategies that align with their risk tolerance and objectives.Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice and solutions.Build and maintain strong relationships with clients through regular communication and exceptional service.Leverage New York Life's resources and tools to enhance client engagement and satisfaction.Identify opportunities for clients to optimize their insurance coverage and financial portfolios.Mentor and support junior advisors, fostering a culture of learning and growth within the team.Qualifications:Experience in financial planning or a related field, with a focus on client-centric solutions.Ability to recruit, mentor, and develop a team of financial professionals.Proven track record of achieving sales targets and driving business growth.Strong communication skills to effectively convey complex financial concepts to clients.Ability to build and maintain long-term client relationships through trust and integrity.Experience in providing comprehensive financial planning services and investment programs.Commitment to continuous learning and professional development, including obtaining advanced licenses and designations.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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