Client-Focused Financial Advisor - Life & Health
John Fischer - State Farm Insurance Agent
State Farm Insurance Agent John Fischer in Selden, NY seeks an experienced financial services professional to consult on financial planning, life and health insurance, and long-term protection strategies for clients. This role emphasizes meaningful client conversations, strong analytical skills, and the ability to tailor product solutions while maintaining compliance with regulations and delivering exceptional service. #J-18808-Ljbffr John Fischer - State Farm Insurance Agent
- Thrivent Financial advisor roles involve building a client-focused financial practice within a Christian community. You’ll provide personalised, actionable advice and connect clients with Thrivent products and programs while developing long-term relationships across generations...Suggested
$75k
...learn and grow in the financial services industry. As a... ...and businesses and help clients pursue their long-term... ...build a meaningful client-focused business. Benefits... ...schedule with a strong work-life balance. Comprehensive... ...package, including health, dental, vision, 401(k)...SuggestedWork at officeLocal areaVisa sponsorshipWork visaFlexible hours- ...Chase in Selden, NY is seeking a Financial Advisor to deliver personalized investment solutions and foster client relationships. The ideal... ...Series 7 and Series 66. This role focuses on client education,... ...package, including comprehensive health care and financial coaching....Suggested
- ...a common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and shareholders... ...of the financial and life priorities and connecting... ...strong work ethic and intense focus on results, acting in the best...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$50k - $80k
...Financial Advisor - Teachers Federal Credit Union Your career path should lead to real opportunity... ...of financial services to credit union clients. This employment opportunity at... ...members in every stage of their financial life. This exciting position will allow you...SuggestedLocal area- ...grow a successful financial practice. Whether... ...re an experienced advisor looking for a stronger... ...value for your clients. About the... ...objectives and evolving life circumstances Deliver... ...Life, Accident & Health License required... ..., and a culture focused on growth, integrity...Permanent employment
$70k - $100k
A financial services agency in Selden, NY is seeking a Financial Services Representative to assist clients with financial planning and insurance strategies. The ideal candidate should possess a Life & Health license and FINRA Series 6/63/65. Responsibilities include consulting...Full timeFlexible hours- ...Agent is seeking a motivated financial services professional in the Town... ...role, you will consult with clients on financial planning and provide guidance on life and health insurance strategies. The ideal... ..., maintaining a customer-focused approach in all interactions....Flexible hours
$66.56k - $99.32k
TD Bank is seeking a Financial Advisor Associate in Medford, NY to develop and manage client relationships. Responsibilities include advising clients on investment strategies and financial goals while ensuring compliance with regulations. The ideal candidate will possess...Full time- Bank of America in Commack, NY is hiring a client service-focused role in the lobby to educate clients on self-service resources and accurately... ...transactions. You will engage clients to understand their financial goals and connect them with solutions. The role requires an...
- ...and promoting various State Farm products such as auto, home, and life insurance. The ideal candidate will have a strong sales... ...marketing goals. Benefits include a competitive salary plus commission, health benefits, and opportunities for professional growth. #J-18808-...
- ...a career need to offer you? Financial growth? Personal satisfaction... ...that and more as a New York Life Financial Professional. At New... ...nothing else like it. Successful Advisors at New York Life come from... ...and financial needs of your clients A clearly defined career path...Fixed term contract
$150k - $200k
...Finance Trader to join a dynamic trading team focused on equity financing, hard-to-borrow... ...Structure financing solutions that support client activity and proprietary trading... ...families at every point along their work-life journey, offering some of the most attractive...Temporary work$85k - $115k
...Overview Are you an experienced financial services professional who... ...relationships and guiding clients toward a secure financial future... ...is seeking a customer-focused individual who can confidently... ...consult on financial planning, life and health insurance, and long-term...Flexible hours$70k - $100k
Financial Services Representative - State Farm Agent Team... ...based on performance Health insurance Opportunity... ...relationships and guiding clients toward a secure... ...is seeking a customer-focused individual who can confidently... ...on financial planning, life and health insurance, and...Full timeFor contractorsFlexible hours$28.85 - $33.65 per hour
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help... ...Growth and delivering for our clients, teammates, communities and shareholders... ...Client Management Customer and Client Focus Portfolio Management Prospecting...Hourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial advice and build client relationships in Commack, New York. The role requires at least 2 years of financial advising experience, with strong skills in relationship management and financial...
- ...individuals to join our finance team as Financial Representatives in the United... ...you with the skills to guide clients toward long-term financial goals.... ...comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance. #J-18808-Ljbffr...TraineeshipFlexible hours
$90k
Join Eastern Advisory Group as a Financial Advisor, and be part of a team that empowers clients to achieve their financial goals. We are proud of our legacy, built... ...-3 YOE in financial planning and advising, with a focus on personalized client solutions. Self-Starter with...- LPL Financial collaborates with banks to provide a comprehensive... ...tailored to their clients needs. This exciting... ...you to join our employee advisor model as a Wealth... ...environment, are client-focused, team oriented, and are... ...Active State Applicable Life Insurance License, Active...Work at officeLocal area
- M&T Bank in Hauppauge, NY seeks an experienced Wealth Advisor to drive revenue through new client acquisition and retention of a high-net-worth book. You... ...solutions. Bachelor’s degree with 7+ years sales in financial services, or 11 years with 3+ in HNW, plus securities...
- Financial Advisor (Fall/Recent Graduates, Early Acceptance) About Vista Wealth Solutions At Vista... ...organization Meaningful work helping clients achieve their financial goals... ...earn key industry licenses, including: Life & Health Insurance License Securities Industry...Permanent employment
$86k
...a growth-minded Wealth Advisor Associate to join our award... ...ideal candidate is a financial professional with hustle... ...passion for purpose, both in life and in your approach to helping clients navigate their financial... ...Wealth Advisors who are focused on delivering our...Full timeImmediate start- ...Job Title Private Client Banker in Branch Banking Job Description... ...tailored to suit their financial needs. As a Private Client... ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...benefits include comprehensive health care coverage, on-site health...Afternoon shift
- ...Wells Fargo, we're more than a financial services leader we're a global... ...in one place. Living the Well Life means you're supported in life... ...: Customer service focus with experience handling complex... ...programs offered to employees. ~ Health benefits ~401(k) Plan ~ Paid...Work experience placementWork at officeImmediate start
- Chase is seeking a Relationship Banker to help acquire, manage, and retain client relationships in a branch setting. You will use financial knowledge to tailor solutions, promote digital tools, and ensure a high standard of hospitality and service. You will address client...
$100k - $140k
...acting as a strategic advisor to the Board and protecting... ...or risk mitigation to financial institutions. The... ...into business decisions.Focus of this role will be credit... ...analysis for new clients, annual / quarterly reviews... ...point along their work-life journey, offering some...Temporary work$45k - $80k
...Insurance Agent to join their team. You will focus on building strong customer relationships... ...Farm products including auto, home, and life insurance. The role requires sales experience... ...and Casualty license, and a Life and Health license. The compensation is competitive,...- ...to deliver exceptional customer service while supporting sales and operations goals. You will process routine transactions, learn client needs, and build lasting relationships across business segments. Collaborating with colleagues, you will coach junior bankers, participate...
- Teachers Federal Credit Union is seeking a Financial Services Representative II in Hauppauge, NY. You will build and strengthen member relationships... ...of experience), and notary eligibility within six months. A focus on service, sales, and product knowledge is essential. #J-1880...Remote work
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