Client-Focused Insurance & Financial Services Advisor
$50k - $80kAna Perez-Vukovic
An independent insurance agency in Hempstead, NY is 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 communication skills. Compensation ranges from $50,000 to $80,000 annually with additional benefits and growth opportunities. #J-18808-Ljbffr Ana Perez-Vukovic
$50k - $80k
An independent insurance agency in Town of Hempstead is seeking a motivated Agent Team Member to establish customer relationships, educate clients about insurance options, and develop leads. The role offers a competitive salary of $50,000 to $80,000 annually, flexible hours...SuggestedFlexible hours- Dormont Manufacturing Co is seeking a Financial Advisor Associate (FAA) in Long Beach, New York. The FAA will engage with clients to evaluate their financial needs, offering investment and insurance strategies tailored to individual goals. Ideal candidates should have...Suggested
- WealthBridge Financial Group is looking for motivated individuals to join as Financial Professionals in Levittown, New York. This role involves... ...skills, an entrepreneurial mindset, and a desire to help clients navigate complex financial decisions. Benefits include advanced...Suggested
- TD is seeking a Financial Advisor in Bethpage, New York. This role involves providing financial planning guidance to clients while leveraging a three-year program with growth opportunities... ...on delivering exceptional customer service and establishing client relationships....Suggested
- WealthBridge Financial Group, located in Elmont, NY, seeks motivated individuals to join as... ...This role emphasizes building long-term client relationships, analyzing financial goals... ...skills and a desire to develop a client-focused business. WealthBridge offers a...Suggested
$120k
New York Life - Uniondale is expanding and looking for an entry-level financial advisor. Candidates should possess strong communication and analytical skills, enabling them to help clients achieve monetary goals through tailored financial plans. The role involves advising...$75k
...Uniondale, NY, is seeking an entry-level financial professional. Ideal candidates will... ...ability to communicate effectively with clients. This flexible full-time position offers... ...include meeting clients to recommend best insurance policies and maintaining accurate records...Full timeWork at officeFlexible hours- TD in East Meadow, New York, is seeking a Financial Advisor to provide comprehensive financial planning and investment management solutions. You will leverage your experience in servicing clients, while enhancing their financial strategies and ensuring exceptional service...
- Citigroup Inc. is seeking a Senior Wealth Advisor in East Meadow, New York, to deliver comprehensive financial and investment advice. This role involves building relationships with new clients, managing referrals, and deepening existing client relationships through effective...
$66.56k - $99.32k
TD Bank is seeking a Financial Advisor Associate in Bethpage, NY, focused on developing and maintaining client relationships in wealth management. You'll analyze client financials, educate on investment strategies, and ensure tailored solutions for financial goals. The...Full time- ...Description Job Description Financial Representative... ...products and services that will protect their... ...authentic to you, serving the clients and communities you... ...to financial services, focusing on long‐term results and... ..., health and dental insurance and more. · Leadership...
- ...Description Job Description Financial Advisor / Registered... ...and you have a passion for insurance and investments, then there... ...expanding your products and services, or giving your clients the service that they... ...communities.Our extensive, agent-focused resources include:• Our...Work at office
$50k - $70k
...We're Hiring! Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these... ...career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities include: Establish customer...For contractorsWork at office- ...seeking a motivated individual to engage clients at their Elmont location. This role... ...providing educational support for self-service banking options. Candidates should possess... ...and have a desire to help clients succeed financially. The position requires flexibility for hours...
$50k - $80k
Ana Perez-Vukovic - State Farm Agent is seeking an Insurance and Financial Services Team Member to join our growing agency in the Town of Hempstead, NY. The ideal candidate is outgoing, customer-focused, and enjoys building relationships. This position offers a unique opportunity...Flexible hours- Charles Schwab is seeking a Financial Consultant Partner (FCP) to support... ...practice. You will deepen client relationships and uncover... ...while providing exceptional service and advice. The role requires... ...), paid time off, and health insurance. #J-18808-Ljbffr Charles Schwab
- ...Chase & Co. is seeking a Relationship Banker in Massapequa, NY. This role focuses on creating strong client relationships while providing top-notch customer service. You will utilize financial technology to understand and address client needs effectively, ensuring a welcoming...
- ...Relationship Banker who will represent the brand and culture with excellent customer service. This role focuses on acquiring and managing client relationships through effective communication and financial knowledge. The ideal candidate will have a sales background and the ability...
- ...looking for a Personal Banker SAFE Act in Merrick, New York to assist in client relations and sales execution. This entry-level position involves building customer loyalty through sales and service activities. Ideal candidates will possess a Bachelor’s degree and have...
$25 - $27.88 per hour
Bank of America is looking for a motivated banking professional in Hempstead, NY, to enhance financial lives through exceptional client service. This role involves executing the bank’s risk culture, managing client relationships, and providing banking education to clients...Hourly pay- ...seeking a Personal Banker SAFE Act for their Syosset branch, an entry-level position responsible for assisting in sales and customer service activities. The role includes fostering customer relations to enhance loyalty and drive sales to individual consumers. The ideal...
- ...City, NY, built for advisors who want to serve sophisticated clients across the full... ...management. We currently focus on comprehensive... ..., lending, and insurance to deliver an... ...a wealth advisor, financial advisor, or private... ...coordinating with internal service and planning teams...Work at officeImmediate start
$45k - $100k
...of applicants. Join a financial services firm where your... ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada... ...privately-owned, placing the focus on our clients rather... ...within three months. State insurance licenses will be...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...you can help your clients achieve their goals... ...financial representative focused on client-building... ...Investment & Advisory Services · Trust Services ·... ...investments for growth, insurance for protection, and...Full timeContract workFor contractorsWork at office- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda,... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients... ...driven, resilient, results focused and effective Job Description...Work at officeShift workDay shift
- ...Financial Solutions Advisor Registration Candidate - Western Long Island Market... ...Growth and delivering for our clients, teammates, communities and... ...referrals to appropriate internal service providers based on client... ...Customer and Client Focus Portfolio Management...Temporary workWork at officeShift workDay shift
$97k - $127k
...they care about. We focus on exceeding... ...Associate Wealth Advisors work with high-net worth clients and advise them in all areas of their financial lives. Associate Wealth... ...Exercise Strategies, Insurance Reviews, Education... ...delivering exceptional services to clients, with...Permanent employmentTemporary workWork at officeFlexible hours$125k - $150k
...experienced Senior Financial Planner to join our... ...commitment to objective, client-first advice. As a... ...for an experienced advisor who wants to focus on delivering... ...benefits such as life insurance, short-term disability... ...have a commitment to service, a real interest in...Temporary workFlexible hours- ...State Farm Agent in Glen Cove, NY is seeking an outgoing Insurance Agent to build customer relationships. You will promote State... .... The role involves providing excellent customer service and educating clients on their insurance options, while being self-motivated and...
- ...Act in Jericho, New York. This entry-level position involves executing sales and service activities while fostering customer loyalty. Responsibilities include delivering remarkable client experiences, assisting with strategies to grow small business clients, and ensuring...
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