Bilingual Financial Advisor
Wizehire, Tampa, FL, United States
Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Only candidates in the Tampa, FL area who have Insurance or Financial Advisor experience will be considered.
Compensation
$120,000 yearly
Responsibilities
Customize financial plans for each client based on potential life changes and changing financial needs
Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Qualifications
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
Superior customer service skills, math skills, relationship skills, and communication skills are preferred
Requires a Bachelor’s degree in finance, business administration, or related field
Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
Preferred Bilingual Spanish, Portuguese, Chinese, Vietnamese, and Korean
Success as a financial planner, personal financial advisor, or financial consultant is desired
Bank Manager, Relationship Banker, Mortgage/Loan Officer, Small Business Banker is desired
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 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
#J-18808-Ljbffr
Only candidates in the Tampa, FL area who have Insurance or Financial Advisor experience will be considered.
Compensation
$120,000 yearly
Responsibilities
Customize financial plans for each client based on potential life changes and changing financial needs
Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Qualifications
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
Superior customer service skills, math skills, relationship skills, and communication skills are preferred
Requires a Bachelor’s degree in finance, business administration, or related field
Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
Preferred Bilingual Spanish, Portuguese, Chinese, Vietnamese, and Korean
Success as a financial planner, personal financial advisor, or financial consultant is desired
Bank Manager, Relationship Banker, Mortgage/Loan Officer, Small Business Banker is desired
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 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
#J-18808-Ljbffr