Experienced Financial Adviser

Experienced Financial Adviser
We are looking for experienced Financial Advisers to join our team in Tampa, FL. The ideal candidate should have a proven track record in providing financial advice to clients. The successful candidate should possess excellent organizational, communication, and customer service skills. He/She should have a deep knowledge of financial processes and the ability to analyze data and assess risk. The Financial Adviser will create financial plans for clients, monitor the markets, and provide investment advice and guidance. We are searching for a qualified Financial Adviser to join our team in Tampa, FL, US. The perfect applicant should have a solid track record of providing financial advice to clients. This individual should have admirable communication, customer service, and organizational skills. They must also be highly knowledgeable in financial processes and have the capability to assess data and risk. The Financial Adviser will be responsible for the creation of financial plans for customers, keeping an eye on the markets, and giving investment advice and guidance.
Compensation:
$200,000
Responsibilities:
Activity-driven and self-motivated individual
Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
New York Life provides solutions and advising with human guidance and the latest technology support
New York Life agent support system Field Development System
Weekly activities stipend
Training Allowance
Prospecting skill
Qualifications:
People who want to make a lasting impact on the financial well-being of individuals, families, and small businesses.
Strong relationship management skills and/or experience required
The ability to successfully network to prospect, new potential clients, is a must
Bilingual preferred. But not necessary
The candidate must be an accomplished communicator with strong verbal and written skills
Networking skills
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
We're proud of our financial strength.
• A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's)
We're proud of the training we offer.
• Training Magazine's APEX Award for 2022 We're proud to be recognized by organizations that also value diversity.
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America's Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For