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Personal Financial Planner

NYL-Jian GuanTampa, FL, US

Posted 2 years ago

Description

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!

Qualifications

  • 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

Compensation

$120,000 - $120,000/year

About NYL-Jian Guan

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 

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