Financial Services Professional
$120kNYL - Nassau GO
About this position Join us at NYL - Nassau GO as a Financial Services Professional, where you'll play a vital role in empowering individuals to achieve their financial dreams. You'll have the opportunity to grow your career with a Fortune 100 company known for its long-standing commitment to innovation and community culture. At New York Life, we don't just focus on financial strength; we emphasize long-term success for clients. You'll be part of a team that values collaboration and continuous development, offering you flexible work arrangements and professional growth opportunities. As part of our community, you'll receive comprehensive support and resources to help you thrive. Our commitment to employee development means you'll have access to ongoing training and mentorship, positioning you for success in the dynamic insurance industry. We offer competitive benefits, including health plans and career advancement paths, ensuring you have the tools you need to excel. Let's work together to make a difference in the lives of the people we serve, while building a rewarding career for yourself. Compensation: $120,000 plus at planned earnings Responsibilities: Develop and maintain strong relationships with clients, ensuring their financial needs are met with tailored solutions. Conduct comprehensive financial assessments to identify opportunities for clients to achieve their financial goals. Collaborate with clients to create personalized financial plans that align with their long-term objectives. Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice and strategies. Utilize New York Life's resources and training to continuously enhance your expertise and service offerings. Engage in proactive outreach to expand the client base and foster new business opportunities. Participate in ongoing professional development and mentorship programs to advance your career within the company. Qualifications: Experience in financial services or a related field, demonstrating a strong understanding of financial products and services. Ability to build and maintain lasting relationships with clients, showcasing excellent interpersonal and communication skills. Proven track record of developing customized financial plans that align with clients' long-term goals. Strong analytical skills to conduct comprehensive financial assessments and identify opportunities for clients. Familiarity with industry trends and regulatory changes to provide informed advice and strategies. Proactive approach to expanding the client base and fostering new business opportunities. Commitment to continuous learning and professional development, utilizing New York Life's resources and training programs. About Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody’s) AA+ Very Strong (Standard & Poor’s) #J-18808-Ljbffr
- ...of Uniondale, NY Are you competitive? Do you have grit? Jump into the world of financial services by applying to join our growing team as an entry-level financial professional! We are looking for a people person with strong listening skills, attention to detail,...SuggestedFull timeWork at officeFlexible hours
$120k
...Job Description Job Description Join us at NYL - Nassau GO as a Financial Services Professional, where you'll play a vital role in empowering individuals to achieve their financial dreams. You'll have the opportunity to grow your career with a Fortune 100 company known...SuggestedOngoing contractFlexible hours- ...Blue Ocean Wealth Solutions, LLC — Financial Services Professional At Blue Ocean Wealth Solutions, LLC , our mission is to empower individuals to achieve lasting financial independence — both our clients and our professionals. As a proud partner of MassMutual , we...SuggestedFull timeContract workFor contractorsLocal area
$75k
Are you competitive? Do you have grit? Jump into the world of financial services by applying to join our growing team as an entry‑level financial professional! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively...SuggestedFull timeFlexible hours- ...responsible for preparing and analyzing financial records for our company.... ...solving skills \nCompany Description Professionalism Our firm is one of the leading firms... ...professional attention. Our high standards, service and specialized staff spell the difference...Suggested
$150k
...individuals for the Accelerated Path to Management Program. This program offers a unique opportunity to gain experience as a financial professional while receiving extensive training for a future in management. Candidates should have prior sales or managerial experience,...$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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...environments, and control assessment. Exposure to financial fraud investigations, audit remediation... ..., and control effectiveness, using professional judgment and data-driven insights.... ...in banking or financial services.Exposure to enterprise risk management,...
$100k
...experienced Senior Accountant with a strong background in tax preparation, tax compliance, and client accounting services. This position is ideal for an accounting professional with public accounting experience who is capable of preparing and reviewing complex tax returns,...Full timeWork at officeLocal area$100k
...Description Our mission is to provide financial security and peace of mind through our... ...comprehensive array of financial products and services we offer, you’ll help clients develop a... ...goals. Training, Support, and Professional Development: New York Life offers a comprehensive...Full timePart timeLocal areaImmediate start$120k
...Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary...$100k - $200k
...Financial Services Associate - ENTRY LEVEL Blue Ocean Wealth Solutions, LLC Position Overview Blue Ocean Wealth Solutions, LLC helps... ...build a rewarding career alongside experienced financial professionals. Recognized as a Top Long Island Workplace from 2018–202...Full timeContract workFor contractorsWork visa$120k
...and we are currently looking for a new financial advisor to join our entry-level ranks.... ...candidate will be eager to learn the financial services ropes needed for effective wealth... ...client based on his or her life stage, professional circumstances, and fluctuating...Work at office$62.4k
...that our recruiters can share more information with you about the benefits of working for the CIA. Position Summary The Student Financial Services Counselor is part of a highly motivated one‑stop team that provides first class student‑focused support who assists and...Temporary workWork at officeWeekend workAfternoon shift- A national Registered Investment Advisor is seeking a Senior Advisor in Wealth Management to join their Financial Services team. This role involves building client relationships, delivering comprehensive financial plans, and managing client portfolios using an integrated...Full timeRemote work
- ...and we are currently looking for a new financial advisor to join our entry-level ranks.... ...candidate will be eager to learn the financial services ropes needed for effective wealth... ...long-term life strategies, high-level professional sales presentations, and client acquisitions...
$45k - $100k
...Financial Advisor Opportunity Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come... ...build your career. If you find yourself at a professional crossroads, a career as a financial advisor may be...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- New York Life is seeking a self-motivated individual to join our financial services team. Through a comprehensive three-year training program, you will gain the skills and support to build a successful client base of policy owners and partners. As a Fortune 100 company...
$110k - $132.5k
...great opportunity to join a fantastic, well-run, respected industry leader.Duties Include:* Assist in aspects of monthly and annual financial period close* Prepare audit schedules and coordination with independent auditors* Prepare journal entries (including analysis and...- Our mission is to provide financial security and peace of mind through our insurance, annuity... ...array of financial products and services we offer, you’ll help clients develop a... ...financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive...Full timePart timeImmediate start
$28.5 - $34.15 per hour
...has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's... ...a book of business and supporting local branches with Premier services to help drive revenue for the credit union. Education And/or...Full timePart timeWork at officeLocal areaImmediate start$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...paths - whether shaped by military service, community college education, or a wide... ...were met or exceeded Achieved additional professional designations such as Certified Financial...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Teachers Federal Credit Union is seeking a Financial Services Representative to build and strengthen member relationships. You will guide members to use online and mobile banking, ATMs, and personalized financial solutions, while learning members’ goals to tailor recommendations...
- Teachers Federal Credit Union is seeking a Premier Financial Representative to engage mass affluent members and grow a robust book of business. You will support local branches with Premier services, perform comprehensive financial reviews, and log outcomes in our CRM to...Work at officeLocal area
$85k - $150k
A leading financial services firm in Uniondale is seeking an entry-level financial advisor to support clients in achieving their financial goals. Ideal candidates will possess excellent communication skills and a strong foundation in math and analytics. This role offers...- Bank of America in New York is seeking a client-focused financial advisor to deliver tailored financial plans, brokerage recommendations... ...making and regulatory diligence, with strong emphasis on customer service and achievement of sales goals. The position requires active...Monday to Friday
- ...lobby to educate and assist them with transactions through self-service resources such as mobile banking, online banking, and ATMs... ...clients Have deep conversations with clients to understand their financial and life priorities Connect clients to solutions that meet their...Weekend work
- ...About Us At WealthBridge Financial Group, we help individuals, families, and business owners... ...to join our growing team as Financial Professionals. In this role, you will work closely... ...and goal‑oriented Interest in financial services, wealth management, or business...Flexible hours
$80k - $90k
...Merrill Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...Interim roleWork at officeLocal areaImmediate startShift workDay shift$170k - $225k
...will use your knowledge of investments, financial planning, credit and banking to both... ...experience in Private Banking or Financial Services Bachelor's Degree required... ...solve problems Dynamic and credible professional who communicates with clarity and has exceptional...Temporary workWork experience placementLocal area
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