Are you a finance enthusiast ready to make a significant impact? Seeking a creative individual with strong analytical skills and exceptional listening abilities to join us as a Financial Wealth Manager in Tampa, FL, US. Ideal for those skilled in financial analysis, mutual funds, estate planning, and business administration. This role offers the opportunity to build a prestigious practice with outstanding benefits. If you have excellent communication, attention to detail, and a track record of success, we invite you to apply 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 clients' 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. • Participate in diverse learning experiences, including in-person, virtual, and online training sessions to enhance skills and knowledge. Qualifications: • Holding a FINRA 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: $75,000 - $185,000 yearly at plan

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