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- ...NY to provide comprehensive financial guidance and customized solutions... .... The role involves meeting clients, reviewing goals, and... ...in investments or financial services, and strong relationship-building... ...with occasional Saturdays and a focus on responsible #J-18808-Ljbffr...SuggestedWeekday work
- JPMorgan Chase is seeking a Relationship Banker at a Chase Branch in New York. The role focuses on hospitality, client relationship management, and delivering thoughtful financial solutions to help clients meet needs. You will engage clients in person and by phone, educate...Suggested
$120k
...personable new employee to our insurance agent team who is seeking a... ...insurance sales among potential clients and new clients. Bring a... ...attitude and a passion for customer service, and we’ll invest our... ...and businesses secure their financial futures through a wide range...SuggestedWork at office- ...in a Chase Branch to represent our brand with hospitality and expertise. You will acquire, manage, and retain client relationships, offering thoughtful financial solutions and leveraging Chase Mobile App and online tools. The role emphasizes delivering an excellent...SuggestedWeekend workAfternoon shift
- ...Financial Services Specialist Established State Farm agency is hiring a Licensed... ...6, and/or 63 licenses. This role focuses on financial planning, investment-related services, insurance-based financial solutions, and long-term client relationship management. We are seeking...Base plus commission
- ...motivated and personable new employee to our insurance agent team who is seeking a new learning... ...takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we'll invest our resources into...
- ...Banker to drive branch growth by deepening existing customer relationships and acquiring new clients through proactive sales and cross-selling. You will provide exceptional service, educate customers on bank products, and support full-service banking, including new...
$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...
- ...brand with hospitality and leverage banking solutions to help clients achieve financial goals. You will lead in acquiring, managing, and retaining... ...knowledge to provide tailored solutions and exceptional service. The role requires 1+ year of retail banking sales, strong...Weekend workAfternoon shift
$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- JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent the brand with hospitality and help clients meet their financial needs. The role focuses on acquiring, managing, and retaining relationships while leveraging Chase’s technology. The candidate...Weekend workAfternoon shift
- ...Relationship Banker in Levittown, NY. You will support the Banking Center Manager in achieving sales, service, and operational targets while ensuring an exceptional client experience. You will process transactions, open accounts, and build relationships through proactive...
- ...with hospitality while using the latest banking solutions and technology to help clients. You will lead in acquiring, managing, and retaining client relationships, tailor solutions to financial needs, and work within risk and regulatory requirements. Weekend/evening hours...Weekend workAfternoon shift
- ...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
- ...Most wealth advisors spend their days cold calling, begging for referrals... ...We deliver qualified inbound clients. You do what actually matters... ...from scratch, you can focus on becoming an exceptional advisor... ..., challenge conventional financial advice, and build meaningful...Full timeRemote work
- Bighorn Law is expanding and seeking a new financial advisor to join our ranks and help clients achieve their financial goals through effective wealth management... ...will be eager to learn the ropes of financial services and apply excellent communication, forward-thinking...
$110k - $150k
...global investment strategies focused on real estate, private equity... .... Serving institutional, insurance, and individual investors, BREDS... ...strategies. Oversee aspects of servicing and onboarding performed by a... ...licenses if you are in a client facing role and/or if you are...Local area$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward... .... With over 9 million clients and 20,000 financial... ...privately-owned, placing the focus on our clients rather... ...three months. State insurance licenses will be required...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming... ...where you can help your clients achieve their goals... ...representative focused on client-building and... ...Investment & Advisory Services · Trust Services · Retirement... ...for growth, insurance for protection, and annuities...Full timeContract workFor contractorsWork at office$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming... ...where you can help your clients achieve their goals... ...representative focused on client-building and... ...Investment & Advisory Services · Trust Services · Retirement... ...for growth, insurance for protection, and annuities...Work at office$60k - $90k
...plus commission (client AUM / advisory fees... ...City, NY, built for advisors who want to serve... .... We currently focus on comprehensive advisory... ...tax, estate, and insurance professionals (no... ...a wealth advisor, financial advisor, or... ...coordinating with internal service and planning teams...Base plus commission- ...Our client is looking for a Financial Client Relationship Associate to support clients across financial planning, investment recommendations, and ongoing... ...Handle client account maintenance and day-to-day service needs Develop financial plans based on clients’ goals...Full time
- ...season. Our Business Finance Advisors are the people who help... ..., real estate, insurance, recruiting, or customer service who are ready to move into... ...Professionals with 1–3 years in a client-facing role who want a... ...looking to transition into financial services, Block Equity...Full time
$19.5 - $23 per hour
...Webster. Founded in 1935, our focus has always been to put people... ...our colleagues achieve their financial goals. As a leading... ...passionate about serving our clients and supporting our communities... ...Relationship Banker I role will provide services for Banking Center customers...Flexible hoursWeekend work- ...Registered Representative - State Farm Agent Team Member. In this role, you will market financial products that manage everyday risks and provide comprehensive customer service to clients. The ideal candidate should have a Series 6 or 7 license, a strong knowledge of...
- Join NYL - Nassau GO as a Financial Services Professional and empower individuals to achieve their... ...team that prioritizes long-term client success and values collaboration and continuous... ...value and success in the dynamic insurance industry. #J-18808-Ljbffr NYL - Nassau...Flexible hours
- New York Life, a Fortune 100 company, seeks a Financial Services Professional to help clients achieve their financial goals. Located in the Nassau GO area... ...professional development are provided to help you thrive in the evolving insurance and #J-18808-Ljbffr NYL - Nassau GOFlexible hours
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...Management. Customer and Client Focus. Portfolio Management....Hourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
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