Financial Advisor - Finanical Professional

Description

Financial Advisor / Financial Professional - Advisors in Tampa, FL, US : Are you a finance enthusiast keen on making a tangible impact? We are on the lookout for a creative individual with robust analytical skills and exceptional listening abilities to join us as a Financial Wealth Manager in Tampa, FL, US. This role is tailored for individuals skilled in financial analysis, mutual funds, estate planning, and business administration. The opportunity awaits to build a distinguished practice with top-notch benefits. If you bring exceptional communication skills, keen attention to detail, and a track record of proven success, we invite you to submit your application today!

Responsibilities

Analyze clients' financial situations to create tailored strategies that align with their goals effectively.

Develop personalized investment portfolios based on clients' specific preferences and requirements.

Promote a variety of financial products and services to expand the client base successfully.

Cultivate a team-oriented environment and actively seek opportunities for professional development.

Customize financial plans according to the client's life stages, professional qualifications, and long-term aspirations.

Offer well-informed investment guidance and educate clients on different available options.

Recommend appropriate insurance products such as life insurance, annuities, and long-term care insurance to clients.

Progress to higher roles as you advance your career within the company.

Gain expertise in the financial industry by obtaining certifications from The American College. Wealth Management, Retirement Planning, Business Solutions, and Estate Conservation.

Participate in diverse learning experiences, including in-person, virtual, and online training sessions to enhance skills and knowledge.

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.

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