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. Responsibilities: • Develop personalized financial plans that align with clients' goals, ensuring their financial security and growth. • Engage with clients regularly to review their financial strategies, adapting plans to meet changing needs and market conditions. • Educate clients on investment options, including mutual funds and estate planning, to empower informed decision-making. • Collaborate with team members to enhance service delivery, fostering a supportive and client-focused environment. • Utilize analytical skills to assess clients' financial situations, providing clear and actionable advice. • Maintain up-to-date knowledge of industry trends and regulatory changes to offer relevant and compliant solutions. • Build and nurture long-term client relationships, prioritizing trust and transparency in all interactions. Qualifications: • Holding or being willing to obtain a FINRA Series 6, Series 7 & 63/66 license is highly desirable for this position in Tampa, FL, US. • Possessing 2-15 Health & Life Insurance Licenses is a mandatory requirement. • Understanding the duties of a Financial Advisor or Consultant is a fundamental aspect of this role. • Proficiency in Microsoft Office, financial planning software, Google Suite, CRM systems, and related applications is essential. • Exceptional customer service skills are a must, including effective communication, interpersonal abilities, and math proficiency. • A degree in business administration, finance, or a related field is a prerequisite for applicants. • Commitment to assisting individuals with their financial needs is a key attribute sought. • Adherence to ethical practices is of utmost importance in this role. • Demonstrating a success-oriented and positive attitude is crucial for success. • Showing enthusiasm for the work is highly valued by our team in Tampa, FL, US. • Ability to handle pressure in a constructive manner is a necessary skill. • Setting long-term goals is vital for growth and development. • Being open to guidance and feedback is crucial for continuous improvement. • Striving to achieve excellence in all tasks is an expectation in this position. Compensation: $80,00 - $190,000 yearly at plan

• Develop personalized financial plans that align with clients' goals, ensuring their financial security and growth. • Engage with clients regularly to review their financial strategies, adapting plans to meet changing needs and market conditions. • Educate clients on investment options, including mutual funds and estate planning, to empower informed decision-making. • Collaborate with team members to enhance service delivery, fostering a supportive and client-focused environment. • Utilize analytical skills to assess clients' financial situations, providing clear and actionable advice. • Maintain up-to-date knowledge of industry trends and regulatory changes to offer relevant and compliant solutions. • Build and nurture long-term client relationships, prioritizing trust and transparency in all interactions.