Financial Professional — Advisor Advance to Fast-Track Management

Job overview

Financial Professional — Advisor Advance to Fast-Track Management is an onsite role in Tampa, FL. The posting lists compensation of $100,000–$185,000 at plan. New York Life describes its mutual-company structure as aligned with clients’ interests and priorities. The role guides clients through financial planning and insurance solutions, builds ongoing client relationships, and develops advisory and leadership skills through professional development as the employee advances toward management.

What you'll do

• Guide clients through personalized financial planning and insurance solutions
• collaborate on strategies to improve client satisfaction and retention
• stay informed on industry trends
• maintain client relationships through regular communication and support
• lead client meetings and explain financial information
• identify client needs and suggest tailored products
• participate in professional development programs.

What we're looking for

Skills & competencies

financial professional

tampa fl

new york life

financial planning

insurance solutions

client relationships

client meetings

advisory career

management pathway

professional development

$100,000–$185,000 at plan

Work arrangement

• Weekend coverage required

Why this role

Advisor Advance path includes professional development and progression toward management roles.

About the employer

New York Life - Tampa is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.