Financial Planning Consultant
Bankers Life
Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: About the Role As a Financial Services Professional, you will: Responsibilities Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning Qualifications Self-motivation to connect with company provided sales leads and network with new clients Required Skills The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others Preferred Skills None specified Pay range and compensation package Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP® Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Retirement savings program and more Equal Opportunity Statement Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. #J-18808-Ljbffr Bankers Life
$75k - $125k
...Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity... ...York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third...SuggestedFull timePart timeImmediate start$19.5 - $23 per hour
...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration...SuggestedFlexible hoursWeekend work$19.5 - $23 per hour
...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration...SuggestedFlexible hoursWeekend work$50k - $60k
...you and your family healthy and secure. ~401k with Matching: Plan for your future with our 401k program, featuring competitive company... ...to job sites. This role plays a key part in maintaining financial accuracy, supporting internal finance processes, and ensuring compliance...SuggestedFull timeWork at officeRelocation packageFlexible hours- ..., assist with self-service banking, and manage cash transactions with accuracy. You will build relationships, understand clients' financial goals, and connect them to suitable solutions while maintaining risk culture and operational excellence. The role requires strong...Suggested
- ...efficiently processing cash transactions for clients as needed Has deep conversations with clients to gain in-depth knowledge of the financial and life priorities Connects clients to solutions that meet the financial goals Executes the bank's risk culture and strives for...Flexible hoursWeekend work
- Metropolitan Commercial Bank is seeking a Universal Banker to engage with new and existing customers, understand their financial needs, and recommend suitable products and services. You will act as the financial liaison for customers entering the branch, ensuring satisfaction...
$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...and including termination.Responsibilities:Works with clients to plan their short and long-term financial goals by building a...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$142.1k - $236.8k
...retention and expansion of a book of business. Consults and coordinates on the delivery of... ...Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term...Full timeTemporary workWork experience placement$95k - $105k
...0+ Base Salary (DOE) + CommissionIndustry: Retirement Plans | Wealth Management | Financial ServicesLicense: Series 65 (or ability to obtain within... ...• Help expand assets under management through consultative relationship buildingWhat You'll Bring• Bachelor's degree...Base plus commissionFull timeTemporary work$24 - $26.5 per hour
...has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes... ...maximize the effectiveness of these calls through appropriate planning and prioritization May handle escalated member issues Perform...Full timePart timeWork experience placementImmediate start- Teachers Federal Credit Union in North Babylon is seeking a Financial Services Representative II to enhance member relationships and promote efficient banking solutions. You will work closely with members to understand their financial goals and recommend tailored solutions...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$100k
...firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate... ...our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical...Live inWork at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...Full timeContract workFor contractorsWork at office- ...Financial Advisor Join Eastern Advisory Group as an entry-level financial advisor and be part of a team that empowers individuals and businesses to achieve financial success. You'll have the chance to grow your skills in a supportive environment backed by a legacy of...
- ...the United States and one of the most respected names in the financial services industry. New York Life is a Fortune 100 mutual company... ...in life insurance, retirement income, investments, and estate planning. Job Requirements Obtain Life & Health insurance...Flexible hours
- ...Financial RepresentativeAre you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative,...Flexible hours
$100k
...seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide... ...Provide guidance on insurance, investments, and retirement planning Ensure compliance with financial industry standards and licensing...Flexible hours$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones... ...branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices... ...own path. Whether your next step is expansion, succession planning, or deeper specialization, you'll gain access to the infrastructure...Flexible hours$150k - $200k
Trader, Delta One & Equity FinanceLocation: New York, NYPosition SummaryWe are seeking an experienced Delta One / Equity Finance Trader to join a dynamic trading team focused on equity financing, hard-to-borrow markets, and event-driven opportunities. The successful candidate...Temporary work- Morgan Stanley seeks an experienced Delta One / Equity Finance Trader to join a dynamic team focused on equity financing, hard-to-borrow markets, and event-driven opportunities. The role requires pricing complex financing transactions and collaborating with Prime Brokerage...
$80k - $150k
...Provided We are seeking an experienced financial advisor to assist clients in designing and... ...life insurance, mutual funds, savings plans, and other financial products Seek, identify... ..., financial analyst, or financial consultant is needed Compensation $80,000 - $150,00...- ...individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align... ...development according to both a day-to-day and longer-term planning. Organize and manage resources (time, people, budget) to run a...
$72k - $141k
...offers excellent work/life balance opportunities and a strong benefits package.We are currently seeking a Complex Claims Consultant in our Financial Lines Claims team. The individual in this position will primarily focus on high severity D&O and E&O claims under policies...Full timeWork experience placementWork at officeLocal areaShift work- ...on self-service banking, and assist with transactions. You will handle cash, build relationships, and connect clients to suitable financial solutions while ensuring compliance and exceptional service. The role emphasizes reliability, effective communication, and flexibility...Work at officeShift work
$23.17 - $26 per hour
...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration...Flexible hoursWeekend work$25.07 - $41.79 per hour
...lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment,... ...banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all...Hourly pay- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America...Work at officeFlexible hoursShift workWeekend workDay shift
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