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- ...hiring a Personal Banker SAFE Act. This entry-level position focuses on executing sales and service activities while fostering customer loyalty. You'll work with small business products and deliver outstanding client experiences. Ideal candidates will have 0-2 years of...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
$72.28k - $108.16k
...Bank in Bethpage, New York is seeking a Financial Advisor to join our team. In this role, you... ...investment management solutions to our clients. The ideal candidate will have a Bachelor... ...experience, and strong sales and customer service skills. The role offers a competitive...Suggested- ...Us At WealthBridge Financial Group, we help individuals... ...impact and trusted client relationships.... ...retirement, investment, insurance, estate planning) Provide... ...to build a client-focused business and long-term... ...Interest in financial services, wealth management, or...SuggestedFlexible hours
- ...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
$100k - $200k
...families to reach meaningful financial milestones through a holistic, client-first planning model.... ...solutions across Insurance, Investments, Retirement... ...are seeking a Financial Advisor who is passionate about... ..., and wealth management services, with support from our in...Full timeContract workFor contractorsWork at officeLocal areaWork visa£75k - £100k per year
A leading financial planning firm in East Anglia is seeking an experienced Financial Adviser... ...comprehensive financial advice to a loyal client base while also developing new... ...administrative support, enabling you to focus on building client relationships and opportunities...$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$100k - $200k
...Solutions, LLC is seeking a motivated Financial Services Team Associate in Greenvale, NY. This role focuses on developing and servicing long-term client relationships and delivering... ...various areas, including investments and insurance. Ideal candidates should possess strong...- 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...
$120k
...currently looking for a new financial advisor to join our entry-level ranks... ...to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals... ...the features and merits of insurance, investments, and other planning...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$88k - $123.74k
...advisory firm in New York, NY, is seeking a Senior Tax Associate to provide comprehensive tax compliance and advisory services to private wealth clients. The role requires a bachelor's degree and at least two years of relevant experience in a public accounting firm....Flexible hours$350k
...Job Description Our client is a growing super regional full-service bank encompassing Private... ...Brokerage, Trust, Credit, and Insurance. Due to its active... ...client is seeking a Senior Advisor/ Banker who leads with... .... Provide integrated financial services advice to these...$78.52k - $117.52k
...Description: The Financial Advisor (FA) role is a three-year... ...their experience to service the unique and complex needs of TD Wealth clients by reviewing financial... ...an enhanced agenda focused on the client's overall... ...(e.g. OCC, SEC, State Insurance Commissioners, NY Department...Work at officeLocal areaWork from homeFlexible hours- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an... ...different kind of financial services firm, one that puts generosity... ...-based advice, investments, insurance, banking and generosity. At... ...achievable advice and connect clients to Thrivent products and...
$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- ...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
$66.56k - $99.32k
...Description: The Financial Advisor Associate (FAA) works... ...Wealth prospects and clients to attract and retain... ...regarding investment and insurance strategies and... ...and day to day account servicing. The FAA will rely... ...with an enhanced agenda focused on the client's...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible 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$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$100k - $200k
Financial Services Team Associate Blue Ocean Wealth Solutions, LLC Position Overview Blue Ocean Wealth... ...milestones through a holistic, client-first planning approach. Our firm delivers comprehensive strategies across Insurance, Investments, Retirement Planning, Employee...Full timeContract workFor contractorsWork at officeWork visa$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... ...referrals to appropriate internal service providers based on client... ...Management Customer and Client Focus Portfolio Management...Hourly payTemporary workWork at officeShift workDay shift$66.56k - $99.32k
TD in Hicksville, New York, seeks a Financial Advisor Associate to attract and retain clients by addressing their wealth management needs. Responsibilities include analyzing financial data, recommending tailored investment strategies, and maintaining relationships. The...- JPMorganChase is seeking a Private Client Advisor in Wantagh, NY to offer comprehensive financial planning and investment solutions to a diverse clientele. This role involves building strong relationships, delivering personalized solutions, and fostering a culture of diversity...
- A leading financial services firm is seeking a Financial Advisor Associate to manage and grow client relationships within the Wealth Management division. Candidates should have a bachelor's degree, along with SIE and Series 7 licenses. Responsibilities include analyzing...
- Unlock Potential 360 is looking for a remote Client Account Specialist to help clients understand their life and financial protection options. This role involves reaching... ..., and be willing to obtain a state insurance license. Compensation is based on client sales...Remote job
- ...seeking a motivated individual to engage clients in the lobby and assist them with... ...ethic and passion for improving clients' financial lives. Responsibilities include executing... ...communication skills. A commitment to client service and problem-solving is essential for...
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