Investment & Insurance Advisor
NBT Bank
NBT Bank seeks an investment and insurance sales professional to profile clients, propose suitable products and refer prospects to the regional market team. The role involves building a personal business plan to hit sales targets and monitoring portfolio performance for recommendations. Candidate should have a Bachelor’s degree or equivalent, 2–3 years of relevant experience, and hold NASD Series 6 and Life licenses; Series 7 preferred. Competitive earnings are based on base plus commissions. #J-18808-Ljbffr NBT Bank
- ...Life in the Town of New Windsor is searching for an intuitive and detail-oriented decision-maker to connect clients with tailored insurance programs. The ideal candidate will have strong communication skills, a demonstrated understanding of various insurance policies, and...SuggestedFull timeFlexible hours
- A growing insurance agency is looking for a full-time life insurance agent to expand its prospective client base and market insurance products. The ideal candidate should possess strong customer service skills, communication abilities, and ideally some sales experience....SuggestedRemote jobFull timeWork from homeFlexible hours
$52k - $210k
Dormont Manufacturing Co is seeking a sales professional to interview clients, assess investment and insurance needs, and recommend suitable products. The role includes base pay plus commissions and a lucrative total earnings potential of $52,000 to $210,000 annually....SuggestedBase plus commission$100k - $130k
A leading insurance company seeks a Wholesale Property Underwriter to manage underwriting and servicing of commercial lines across the nation. This role involves assessing risks, reviewing submissions, and collaborating with brokers to provide tailored insurance solutions...Suggested$100k - $130k
...of , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions... ...accommodations for qualified individuals with disabilities.### Invest in Your Future With UsEach employee plays an important role...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hours- Wyatt Savage - State Farm Agent in City of Newburgh is looking for a qualified Life/Health Insurance Position - State Farm Agent Team Member. In this customer-oriented role, you’ll market life and health insurance services to help customers and their families. You’ll have...Flexible hours
$50 - $60 per hour
...completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you...Hourly payContract workFor contractorsWork experience placementRemote work$20.67 - $31.25 per hour
...New York 12584 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (...Hourly payWork experience placementDay shift$42k - $150k
Introduction Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with...Work experience placement- Bank of America in Vails Gate, New York is looking for a motivated individual for a client engagement role. The successful candidate will assist clients with self-service banking transactions, manage financial center appointments, and drive high-quality client experiences...Full time
- ...to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well...Flexible hoursShift workWeekend workDay shift
$25 - $26.77 per hour
...applicable laws and regulations. Grows business knowledge and network by partnering with experts in small business, lending, and investments. Manages financial center traffic, appointments, and outbound calls effectively. Drives the client experience. Manages cash responsibilities...Hourly payFlexible hoursShift workWeekend workDay shift- Bank of America is hiring for a role in Newburgh, NY, focused on engaging clients to assist with transactions through self-service options like mobile and online banking. Key responsibilities include managing client interactions and ensuring a high-quality banking experience...Hourly pay
$42k - $150k
Introduction Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with...Contract workWork at office$28.85 per hour
Description Hudson River Sloop Clearwater is seeking a part-time Grants Manager to join our Development team. The Grants Manager will support Clearwater’s institutional giving plans and initiatives and report to the Director of Development & Marketing. Duties include managing...Hourly payPart timeWork at officeRemote work1 day per week$52k - $210k
...commissions. Total Potential Annual Earnings: $52,000 - $210,000. Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group...Base plus commissionFull timeTemporary workPart timeWork visaFlexible hours- ...k) matching Bonus based on performance Company parties Dental insurance Donation matching Employee discounts Flexible schedule Free food... ...and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions...Full timePart timeImmediate startFlexible hours
$110k - $230k
Bank of China Limited, New York Branch is seeking a Vice President, Credit Risk Analyst to conduct comprehensive credit analysis on loans and maintain relationships with financial institutions. Responsibilities include annual reviews and coordination with regulatory bodies...- ...performance Company parties Dental insurance Donation matching Employee... ...Hudson Valley as an Entry Level Financial Advisor, where you will embark on a rewarding career... ...expert guidance on insurance products, investments, and retirement planning. Conduct comprehensive...Work at officeImmediate startFlexible hours
$52k - $210k
...commissions. Total Potential Annual Earnings: $52,000 - $210,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group...Base plus commissionFull timeTemporary workPart timeLocal areaWork visaMonday to FridayFlexible hours$42k - $150k
Bank of China Limited, New York Branch, seeks a skilled individual for the Operational Risk Management Department to support budget management, people management, and risk reporting. Candidates should have a strong analytical background, preferably with a Bachelor’s degree...$58.44k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include...Contract workWork at office$58.44k - $93.5k
Job Description ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military...Contract workWork experience placementWork at office$120k
A leading insurance and financial services company in New Windsor, NY is seeking driven financial service professionals to join their team. This role offers a comprehensive three-year training program and the chance to work closely with established agents. Ideal candidates...Full time- Magellan Health is searching for a Personal Financial Counselor in Newburgh, NY, to provide essential financial services to military personnel and their families. Responsibilities include counseling, developing spending plans, and coordinating workshops that cater to various...
$42k - $90k
Introduction Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with...Work at office- Bank of China Limited, New York Branch, is looking for a skilled professional to assist in performing quality control and risk management tasks, ensuring compliance and internal audits are met. The candidate should have a Bachelor's degree and at least 2 years of experience...
$42k - $150k
Introduction Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with...Work experience placement$52k - $65k
Ryan Specialty, LLC is seeking an Associate Broker responsible for ensuring quality and efficiency in brokerage services. This role involves engaging with underwriters, delivering exceptional client service, and pursuing new business opportunities. The ideal candidate will...$28.85 per hour
Hudson River Sloop Clearwater is seeking a part-time Grants Manager to join our Development team. The Grants Manager will support Clearwater’s institutional giving plans and initiatives and report to the Director of Development & Marketing. Duties include managing grant...Hourly payPart time
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