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- A financial services provider is seeking an entry-level Teller to assist with branch activities and provide high-quality customer service. The role focuses on managing banking transactions and building client relationships by assessing their financial needs. Candidates...SuggestedHourly pay
- ...recherche un responsable de la gestion des relations avec les clients pour fournir des conseils en gestion de patrimoine. Le... ...idéal aura au moins un an d'expérience dans le secteur des services financiers et sera responsable de l'analyse des besoins financiers des...Suggested
$50k - $120k
...independent contractor agent in Syosset is hiring for a Life Insurance Position. The role involves establishing and maintaining customer relationships, utilizing a customer-focused review process to educate clients on insurance options, and working towards marketing goals....SuggestedFor contractors$120k
...businesses secure their financial futures. As a Financial... ...providing innovative insurance, investment, and retirement... ...the ropes of financial services, ensuring you're well-equipped to guide clients toward achieving their... ...trusted financial advisor Embrace the role of a...SuggestedWork at office- ...relationship manager and financial advisor for TD Wealth clients with a Wealth management... ...appropriate investment and insurance strategies and products... ...with an enhanced agenda focused on the client’s overall wealth... ...Department of Financial Services, etc.)* Ensures all...Temporary workTraineeshipWork experience placementCasual workWork at office
£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...- A leading financial services firm is seeking candidates for a position focused on managing existing clients and acquiring new ones. The role requires strong communication, organizational, and analytical skills, alongside minimum qualifications of a High School diploma and...
$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...
$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- ...bancaire réputée recherche un gestionnaire de relations pour ses clients de TD Wealth à Oceanside, NY. Le candidat idéal gérera et dé... .... Les responsabilités incluent l'analyse des besoins financiers, la recommandation de stratégies d'investissement et la conformit...
$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- 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
- ...divh2Were Hiring!/h2pAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to... ...career for you! State Farm agents market only State Farm insurance and financial service products./ppResponsibilities include:/pulliEstablish customer...For contractorsWork at office
- ...East Meadow, NY. This is an entry-level position responsible for assisting with branch activities and providing high-quality client-facing services. Key responsibilities include performing banking transactions, managing cash supply, and ensuring compliance with bank...Part time
- ...assist with branch activities, deliver exceptional customer service, and execute banking transactions. This entry-level role requires... ..., dental, 401(k), and wellness programs. Join Citi to make a meaningful impact and support clients' financial needs. #J-18808-Ljbffr Citi
$41.6k - $51.96k
...seeks an entry-level Teller for their Uniondale branch to enhance client relationships and process transactions. Responsibilities... ...identifying product referrals while delivering outstanding customer service. Candidates should possess relevant sales and service...Hourly payFull timePart time$120k
NYL - Nassau GO is seeking a motivated insurance professional in Uniondale, New York. The role includes conducting client meetings, managing a customer portfolio, and staying... ...a company committed to helping clients with their financial needs. #J-18808-Ljbffr NYL - Nassau GO- A leading financial services firm located in Carle Place, New York, is seeking a Relationship Banker. The role involves building and maintaining relationships with clients, providing excellent customer service, and recommending banking solutions. Applicants should have...
$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- TD Bank recherche un Associé Conseiller Financier à Hicksville, New York. Le candidat sera responsable d'établir des relations avec les clients, d'utiliser des outils d'évaluation des besoins et de recommander des produits d'assurance et d'annuité. Les qualifications requises...
- About Us At WealthBridge Financial Group, we help... ...term impact and trusted client relationships. Position... ...retirement, investment, insurance, estate planning)... ...Desire to build a client-focused business and long-term... ...Interest in financial services, wealth management, or...Flexible 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- Une banque de services financiers recherche un conseiller en gestion de patrimoine pour gérer les relations client et analyser les informations financières. Les candidats doivent posséder un diplôme pertinent, des compétences solides en vente et une certification SIE et...
- Une banque de services financiers recherche un gestionnaire de relations pour gérer ses clients. Le candidat idéal doit avoir des compétences en communication, comprendre les produits de richesse et avoir au moins un an d'expérience dans les services financiers. Le poste...
- ...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
- ...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...
- ...calls to potential and existing clients, answering inquiries and assisting... ...clients in selecting life insurance products tailored to their needs... ...of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication...Full timeRemote work
- ...A leading financial services company seeks motivated individuals for a fully remote role as independent contractors. This opportunity offers flexibility and financial upside by helping clients with insurance and financial decisions. Ideal candidates are self-starters and...For contractorsRemote work
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