Financial Consultant
$85k - $125kNew York Life
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see Responsibilities Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services Qualifications Strong relationship management skills and/or experience required Must possess uncompromising integrity and the ability to communicate complex ideas Required to effectively network to identify potential new clients Must be located in Greater Sacramento Region (Northern California) to be considered Compensation: $85,000 - $125,000 yearly Compensation: $85,000-$125,000 per year #J-18808-Ljbffr
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$45k - $100k
...anticipated to remain open for 30 days, from 31-Aug-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$36k - $75k
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...the lives of your communities and clients through comprehensive financial planning Increasing Flexibility over your time and calendar... ...financial solutions that put clients on a path to financial success. Consult with clients on their financial plans (investments, insurance,...Full timeWork experience placementWork at officeLocal area$25 - $30 per hour
...Financial Aid Advisor Are you passionate about helping students achieve their dreams? As a Financial Aid Advisor, you’ll be a trusted guide—helping students and their families navigate the financial aid process with clarity, compassion, and care. Whether you’re working...Hourly payImmediate startFlexible hours- ...Magellan Federal is seeking a Personal Financial Counselor in Sacramento, CA to provide comprehensive financial counseling to military members and their families on installations. Responsibilities include counseling, budgeting guidance, and delivering DoD-aligned financial...Contract work
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office- ...and delivering Cash Management solutions? As a Cash Management Consultant Senior, you will have the opportunity to leverage your skills... ...knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing...
$260k - $390k
ResponsibilitiesOrrick’s Public Finance Group—consistently ranked the No. 1 bond counsel firm in the United States—is seeking an associate with 3- 6 years of experience to join our Sacramento office. For more than 35 years, Orrick has led the nation in total volume of financings...Temporary workWork at officeLocal areaFlexible hours$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... ...your success.• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift- ...for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for...Full timeImmediate start
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DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let’s see what...Full timeWork at officeRelocationRelocation package- ...Job Description Job Description Responsibilities The Eligibility & Financial Redetermination Representative is responsible for assisting participants and their families/ caretaker(s) in the annual redetermination process for Medicaid which includes the process...
- ...for the position: FDIC; Safe Act; Loan Originators; FINRA. At 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 by driving Responsible Growth and delivering for our clients,...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- A healthcare organization in Sacramento is looking for a Financial Counselor to handle patient admissions, provide financial options, and assist with insurance verification. The ideal candidate will have a high school diploma, two years of healthcare and insurance verification...Work at office
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$85k - $125k
New York Life in Sacramento is seeking a self-motivated, driven professional with integrity to help clients achieve their long-term financial goals. Training, support, and development are provided as part of a three-year program in collaboration with established agents...$21.15 - $24.33 per hour
Eligibility & Financial Redetermination Representative is responsible for assisting participants and their families/ caretaker(s) in the annual redetermination process for Medicaid which includes the process of obtaining documentation, providing participants with resources...Temporary workFlexible hours- ...excellent career opportunity for you. WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to create a lasting impact on their wealth potential. We help...
$21 - $25 per hour
POSITION TITLE: Financial Counselor REPORTS TO (TITLE): Business Office Manager PAY SCALE: $21.00-$25.00 SCHEDULE BEING OFFERED: Monday - Friday, 9:00 am to 5:30 pm DESCRIPTION OF POSITION: The Financial Counselor is responsible for admission of patients including...Work at officeMonday to FridayWeekend work$70.3k - $73.98k
...current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Manages branch's commercial loan portfolio/deposits/growth. Works to...Full time$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours- ...something of your own? Golden Summit Wealth & Insurance Solutions is looking for motivated professionals who want to transition into financial services through a structured training and development program. Prior financial services experience is not required. We provide...Full timeContract workFor contractorsTraineeshipImmediate start
$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 from...Full timeInternshipLocal area$98k - $163k
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...market volatility, and regulatory change, such as IFRS 17 and LDTI. As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities so they can make more informed...Local areaVisa sponsorship
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