EntryLevel Financial Advisor
$100kNew York Life - Nassau County General Office
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 Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products 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 Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs Qualifications Must have the ability to successfully network and prospect for new clients Must have effective relationship management skills Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required Experience in customer service or sales, ideally within the financial services industry, is helpful, but not necessary. Strong communication skills, both verbal and written, to effectively convey financial concepts. Self-motivated with a strong desire to learn and grow within the insurance and financial services field. Valid driver's license and the use of a vehicle. Benefits 401(k) with a 4% match. Retirement plan. Life and Disability Insurance. Health Coverage: Medical/Pharmacy, Dental, Vision. Compensation: $100,000 at plan earnings Compensation Compensation: $100,000 per year #J-18808-Ljbffr New York Life - Nassau County General Office
- ...a positive impact. Ready to Build a Meaningful Career? * If you are motivated, ambitious, and driven to help others achieve financial security, we would love to connect. Apply anytime-there is no deadline, and we are always looking for exceptional talent. * Comprehensive...SuggestedLocal area
- ...Description 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...Suggested
$28.85 - $33.65 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.Being...SuggestedHourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- 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...SuggestedWork at officeLocal area
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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 goals...- Teachers Federal Credit Union in Merrick, NY seeks a Financial Services Representative to build member relationships and introduce members to online, mobile and ATM banking. You will learn members’ financial goals and tailor solutions to meet their needs. The role requires...Flexible hours
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New York Life - Nassau County General Office in Uniondale, NY, is seeking an entry-level financial professional. Ideal candidates will possess strong listening skills and the ability to communicate effectively with clients. This flexible full-time position offers advancement...Full timeWork at officeFlexible hours- 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...
- 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...
- New York Life seeks a self-motivated financial services professional to help clients develop long-term strategies and achieve their financial goals. You will leverage our comprehensive suite of insurance, annuity, and investment products to deliver sound guidance. Join...
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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, and referrals to partners. The role emphasizes risk-aware decision-making and regulatory diligence, with strong emphasis on customer...Monday to Friday
- New York Life Nassau GO invites you to join as a Financial Services Professional, helping clients achieve their financial goals with tailored planning and ongoing guidance. You will build lasting client relationships, conduct financial assessments, and leverage training...
- 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...Full timePart timeImmediate start
- New York Life Nassau County General Office seeks a self-motivated professional to help clients build long-term financial security using life insurance, annuities and investments. You’ll join a three-year training program with marketing support and mentorship from successful...Work at office
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- Bank of America is hiring a financial advisory professional to provide comprehensive guidance and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, referring to partners, and reviewing goals with clients while meeting...
$27.2 per hour
...part of our team of healthcare heroes and discover why Catholic Health was named Long Island's Top Workplace! Job Details Financial Counselors as part of Patient Access Department are responsible for verifying patient's insurance coverage and, as necessary, obtaining...Contract work$61k - $119k
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$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$50k - $80k
...seeking a State Farm Agent Team Member. This full-time role focuses on establishing customer relationships, marketing insurance and financial services, and providing exceptional customer service. Ideal candidates are outgoing, detail-oriented, and possess strong...Full time- ...advice and customized solutions to clients Triage client leads and make referrals to business partners Meeting clients to review financial and investment goals Applying and expanding knowledge by completing required licenses and trainings Responsible for the...
- Talent Harbor is hiring a Financial Advisor in Plainview, NY for a salaried, growth-focused role with no cold calling. You will manage an assigned client portfolio, conduct firm-led consultations, and build holistic financial plans using eMoney, while leveraging a supportive...
$70k - $80k
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