Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Consultant

$85k - $125k

New 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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Sacramento, CA vacancy
  • $82k - $136k

     ...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,... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Local area

    Northwestern Mutual

    Sacramento, CA
    2 days ago
  •  ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their... 
    Suggested
    Local area

    Modern Woodmen

    Sacramento, CA
    4 days ago
  •  ...Location : City SACRAMENTO Overview The purpose of the Financial Representative is to meet the needs of middle-income clients...  ...and conducts all appointments using Western & Southern Life consultative practices and processes. Effectively sells insurance and... 
    Suggested
    Work at office
    Local area

    Western & Southern Life

    Sacramento, CA
    2 days ago
  •  ...individuals achieve their aspirations of health, success, and financial security. Our insurance, financial services, and HR platform provide...  ...three core areas: Wealth Management & Rollovers Institutional Consulting Ideal Candidate Profile This is not a Relationship Manager... 
    Suggested
    Immediate start

    Hirewell

    Sacramento, CA
    1 day ago
  •  ...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... 
    Suggested

    WestPac Wealth Partners

    Sacramento, CA
    1 day ago
  •  ...The Role As the Sr. FP&A Analyst, you own BPP's planning, forecasting, and financial analysis. You build and maintain the operating budget and rolling forecast, turn manufacturing and project activity into cost and margin insight, and give leadership a forward-looking... 
    Contract work
    Local area
    Shift work

    Butcher Power Products

    Rancho Cordova, CA
    3 days ago
  •  ...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... 

    Westamerica Bank

    Sacramento, CA
    a month ago
  •  ...Remote Financial-Services Role Stop hunting strangers. Start talking to people who already raised a hand. Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp. Why This Is Different 1. The work has a point families... 
    Work at office
    Remote work
    Work from home

    AOGarcia

    Sacramento, CA
    16 hours ago
  • $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 time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Sacramento, CA
    4 days ago
  • $25 - $26.77 per hour

     ...Job Description: 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, teammates, communities and shareholders every day.... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Sacbar

    Sacramento, CA
    2 days ago
  • Job Overview A law firm seeks a Public Finance Associate with 3-4 years of experience to join its Sacramento, California office. The firm handles a wide range of financing matters for diverse clients, including governmental entities and investment banks, across the U.S....
    Temporary work
    Work at office
    Flexible hours

    BCG Attorney Search

    Sacramento, CA
    2 days ago
  • $26 - $30.55 per hour

     ...Job Description Job Description POSITION TITLE: Financial Counselor REPORTS TO (TITLE): Business Office Manager PAY SCALE: $26.00-$30.55 SCHEDULE BEING OFFERED: 1 Full-time position ~ Mon, Tue, Fri, Sat, Sun 7:00 AM – 4:30 PM OR ~ Mon, Tue,... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Northern California Behavioral Health System

    Sacramento, CA
    a month ago
  • $25 - $28 per hour

     ...patients and members of the community to connect with resources to help them build healthy and full lives. WHAT YOU'LL DO: The Financial Counselor works with Elica patients and prospective patients who want to use Sliding Fee Discount Program, CPE, EWC or insurance... 
    Full time
    Work at office
    Local area
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work

    Elica Health Centers

    North Highlands, CA
    9 days ago
  •  ...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... 
    Work at office

    WestPac Wealth Partners

    Sacramento, CA
    more than 2 months ago
  • $133k - $200k

     ...and to provide customized banking insights and solutions. Drives financial performance through profitable revenue and growth and quality...  ...client “expert” and the go-to-person providing differentiating consult, ideas, and options for the largest and most complex clients. Champions... 
    Work at office
    Local area

    Columbia Bank (WA, OR & ID)

    Sacramento, CA
    3 days ago
  • $71.4k - $149.5k

    The Senior Financial Analyst - Business Cases evaluates strategic investments, business cases, mergers and acquisitions, and other growth opportunities proposed across the enterprise. The analyst will perform financial modeling, investment analysis, benchmarking, and scenario... 
    Work at office
    Local area
    Visa sponsorship
    Work visa
    3 days per week
    1 day per week

    Delta Dental

    Rancho Cordova, CA
    22 hours ago
  • Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new...

    TradeJobsWorkforce

    Sacramento, CA
    1 day ago
  • $80k - $90k

     ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients...  ...success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and... 
    Full time
    Interim role
    Work at office
    Local area
    Shift work
    Day shift

    Bank of America

    Sacramento, CA
    2 days ago
  •  ...Will be Responsible For: Contribute toward a team covering one or more client relationships Assist in the preparation and review of financial statements, including but not limited to, Balance Sheet, Statement of Investments, Statement of Operations, Statement of Cash... 
    Local area

    EisnerAmper

    Sacramento, CA
    2 days ago
  • $43k - $75k

     ...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...  ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a... 
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Sacramento, CA
    2 days ago
  • $27 - $41 per hour

     ...proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized...  ...build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Sacramento, CA
    2 days ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Sacramento, CA
    4 hours ago
  • $26.92 - $36.54 per hour

     ...Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition... 
    Temporary work

    U.S. Bancorp

    Sacramento, CA
    2 days ago
  • $70.35k - $205.8k

     ...changing solutions in our inclusive culture that values diversity of ideas, experiences and backgrounds. You are a confident Consultant who spots and stays ahead of the SAP platform, industry and Finance trends and knows how to translate client goals into clear and... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Sacramento, CA
    2 days ago
  •  ...we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more... 
    Hourly pay
    Full time

    Banner Bank

    Sacramento, CA
    22 hours ago
  • A State Farm Agent is seeking an Insurance and Financial Services Representative in Sacramento, California. The ideal candidate will...  ...Responsibilities include providing financial planning and insurance consultations and assisting with retirement planning. Join our team to... 

    Peter Schiro - State Farm Agent

    Sacramento, CA
    5 days ago
  •  ...Information Security Analyst Sacramento, CA 12+ months Consultant's primary duty is to ensure that the organization's digital assets are secure and protected from unauthorized access. This includes protection of both the cloud and on-premises infrastructures... 

    West Advanced Technologies

    Sacramento, CA
    4 days ago
  •  ...Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer...  ...program/project accomplishment: Identifying, diagnosing, and consulting on problem areas related to implementation and goal achievement... 
    Full time
    Work at office
    Immediate start

    U.S. Department of Housing and Urban Development

    Sacramento, CA
    4 hours ago
  • $30k - $160k

     ...focused insurance agency committed to helping families secure their financial future while empowering agents to build meaningful, lucrative...  ...take ownership of their future. Core Responsibilities: Consult with potential and current clients to secure life insurance... 
    Full time
    Part time
    For contractors

    The Drum Agency

    Sacramento, CA
    a month ago
  • $127.2k - $246.9k

     ...communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team.KPMG is currently... 
    H1b
    Local area

    KPMG

    Sacramento, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!