Financial Advisor
New York Life Insurance Company
Insurance Agent with New York Life Insurance Company The fundamental foundation of a New York Life Insurance Agent's role is built client by client. Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpected. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by their customers its first priority. What is expected of our Agents? The ability to understand the needs and financial concerns of clients. Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter. Promote customized ways for clients to achieve their long-term financial goals. Cultivate relationships and help every family member or individual pursue financial security. Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients. Provide compassion and guidance to clients when unfortunate life circumstances arise. Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of community over time. Qualities that we look for in our Agents: Sales experience preferred with a strong entrepreneurial mindset. Strong communication skills both written and verbal. Desire to help families and businesses to "Be Good at Life." Strong business acumen. Professional business demeanor. Perseverance in the face of a challenge. Ability to engage your community and leverage personal networks/contacts. About New York Life We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA). For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. Source: Individual Third Party Ratings Reports as 7/30/18. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity #J-18808-Ljbffr
$20.54 - $27.78 per hour
...am and 5:00pm with one later shift, scheduled scheduled until 6pm. There will be the occasional need for weekend hours. The Financial Aid Advisor supports Herzing University’s mission through administration of financial aid funding for the University’s students. This role...SuggestedHourly payWork at officeMonday to FridayAfternoon shift- ...Builds and maintains relationships with clients. Delivers financial advice and complex portfolio management guidance. Are you a... ...financial institution? Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in...SuggestedRemote work
- ...Financial Advisor Reports to: Commercial Head About Us: BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services to our clients. We are dedicated...SuggestedTemporary workWork experience placement
$61k - $119k
...25 applicants Direct message the job poster from Northwestern Mutual - The South Florida Group Description: Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients...SuggestedFull timeContract workFor contractorsWork at office$79k - $127k
...clients. We continually seek to perfect our craft of personalized financial planning with our team‑based Roundtable and UniFi processes... ...visit Our Miami office in Florida is looking for a Financial Advisor working as part of an advisory team to help clients achieve their...SuggestedFull timeTemporary workWork at officeFlexible hours- ...clients with tailored plans for retirement, investing, insurance, and cash flow; monitor portfolios and stay compliant. This Financial Advisor position represents an exceptional opportunity to advance your career in financewhile making a meaningful impact at New York Life...Base plus commissionFull timeRemote work
- ...About Us: Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals. With a... ...professional growth and success. The Opportunity: As a Financial Advisor at Coastal Wealth, you will play a pivotal role in shaping clients...
$75k - $91k
...Team Hewins is a fee-only Registered Investment Advisor (RIA) with a strong leadership team, a proven process for serving clients, and... ..., is deeply committed to our fiduciary model as an independent financial planning and investment management firm. We are 100% employee owned...Work at officeFlexible hours- ...A financial services company located in Miami, Florida, is looking for PT/FT Financial Professionals to educate clients and provide financial support. Experience is not required, as full training will be provided. The role allows for remote and hybrid work arrangements...Remote work
- ...A financial services firm is seeking a Financial Professional to educate and assist clients in achieving their financial goals. This remote role provides full training and requires no prior financial experience. Candidates should have a strong ambition to impact their...Remote work
- ...Financial Consultant The Financial Consultant in Ocean Financial Services is responsible for building and maintaining long-term relationships with clients, understanding their financial goals, and delivering personalized financial planning and investment strategies. Responsibilities...Work at office
$43.89k - $150k
...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...goals. Job Description: At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the...Full timeTemporary workLocal areaFlexible hours- ...State of Florida. With a mission to empower clients to achieve financial well-being, the organization offers personalized, strategic financial... ...is a full-time, remote or in person position, for a Financial Advisor. The Financial Advisor will provide clients with expert...Full timeRemote work
- ...Financial Aid Advisor The Financial Aid Advisor provides excellent customer service and guidance to financial aid applicants and their families throughout the financial aid application process and determines eligibility within the parameters of institutional, state...Full timeLocal area
- ...Job Description Job Description Major Responsibilities: The Financial Aid Advisor provides guidance to financial aid applicants and their families throughout the application process. Determines eligibility within the parameters of institutional, state and federal...Full timeLocal areaMonday to Friday
- About the job Financial Consultant (Remote) Stay Active and Make a Difference with a Flexible, Remote Financial Consulting Role About Us: We are a mission-driven financial services company dedicated to helping individuals and families build and protect their wealth. Licensed...Extra incomePart timeRemote workWork from homeFlexible hours
$19.23 - $28.37 per hour
...Harrison, and Bellbrook* Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...Hourly payWork experience placementWork at officeFlexible hoursDay shift- Job Overview A law firm seeks a Structured Finance Associate to join its finance group in Miami, FL. The role focuses on transactions involving commercial-mortgage backed securities (CMBS) and offers an opportunity to engage in meaningful work and career growth. ...
- ...recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in the Miami area. This is a fantastic opportunity to join a... ...relationship management skills, and prioritizes comprehensive financial planning. They are a self-starter with excellent communication...
$200k - $400k
...Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we’re on a mission to redefine retirement planning and elevate how families... ...nationwide, we’ve built a boutique firm that combines world-class financial expertise with a deeply personal touch. We don’t just...Full timeWork at officeHome officeAfternoon shiftWeekday work$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...A growing renewable energy platform is seeking a talented and driven Project Finance Associate to support the financial strategy and execution of its solar, BESS, EV charging, and powered land development and acquisition pipeline. The Associate will play a critical role...
$115k - $140k
...Join to apply for the Wealth Advisor role at Calamos Investments 2 days ago Be among the first 25 applicants About Calamos Calamos... ..., endowments, foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the...Temporary workFlexible hours- ...is looking for a Senior FP&A Analyst to strengthen a fast-moving Finance function. This is a hands-on role for someone who builds financial models well, understands SaaS economics, and uses AI and automation to make Finance faster and more accurate. Reporting to the Manager...Flexible hours
- ...the short- and long-term EBITDA goals for the organisation through the development and provision of insightful, accurate and timely financial analysis. You will also work cross-functionally with Marketing, IT, HR and Academic functions to drive data into insights into...Temporary workWork at officeLocal area
- ...Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the...Temporary work
- ...Northwestern Mutual in Florida is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You will build long-term client relationships, develop plans including...Flexible hours
- ...RESPONSIBILITIES Sales and Business Development Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and...Temporary work
- ...service. Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate...
- ...comprehensive wealth management solutions and exceptional service. You will act as a trusted advisor, collaborating with a team of specialists to develop customized financial plans that meet their unique needs and objectives. Responsibilities Identify and cultivate relationships...
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