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- ...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...SuggestedWork at office
- ...Flagstar Bank in Woodmere, NY is hiring a Teller to provide excellent service by processing routine financial transactions and answering client questions. You will greet clients, handle deposits, withdrawals, transfers, and payments while maintaining accuracy and compliance...Suggested
- JPMorganChase & Co. in New York is seeking a Relationship Banker to lead client acquisition, manage relationships, and provide tailored banking solutions. You will use digital channels to enhance the client experience and work with a team of experts to address complex...SuggestedWeekend workAfternoon shift
- ...Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act... ...comprehensive array of financial products and services we offer, you'll help clients develop a sound, long-term strategy to...SuggestedFull timePart timeImmediate start
$120k
...opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for... ...Responsibilities: Work directly with clients to compile financial profiles... ...the features and merits of insurance, investments, and other...Full timeWork at office- ...Financial Services SpecialistEstablished State Farm agency is hiring a Licensed Financial... ...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...
- ...Join NYL - Nassau GO as a Financial Services Professional and empower individuals... ...that prioritizes long-term client success and values... ...and success in the dynamic insurance industry. Compensation: $12... ...or a related field, with a focus on client-centric solutions....Flexible 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...
$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- New York Life is seeking a Financial Sales Representative to connect with clients and help secure financial futures through insurance, investments, and retirement solutions. You’ll engage with clients, offer tailored financial advice, and build lasting relationships to...
- Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and... ...array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve...Full timePart timeImmediate start
- ...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...
$120k
...Life, we empower you to secure financial futures for individuals,... ...businesses through comprehensive insurance, investment, and retirement... ...role will involve engaging with clients, offering tailored financial... ...for exceptional customer service will set you up for success....Full timeWork at office- New York Life seeks an Associate Financial Advisor to support clients with personalized insurance and investment strategies. In this role, you’ll assist senior advisors... ...solutions. You’ll help prepare proposals, service existing policies, and ensure compliance with industry...
$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$100k - $200k
...to delivering innovative, client-centric financial strategies tailored to each... ...committed to providing exceptional service and insightful guidance in... ...a Wealth Management Advisor to join our growing team.... ...planning, investment management, insurance solutions, and client...Full timeContract workFor contractorsWork at officeLocal area- ...Uniondale, New York, is seeking a Financial Sales Representative to engage clients, offer tailored financial advice,... ...lasting relationships across insurance, investment, and retirement solutions... .... The role emphasizes customer service, learning, and growth in finance,...
$120k
...Life, we empower you to secure financial futures for individuals,... ...businesses through comprehensive insurance, investment, and retirement... ...role will involve engaging with clients, offering tailored financial... ...for exceptional customer service will set you up for success....$90k - $130k
...accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee... ...Casualty* Planning. As a Financial Services Representative, you will work closely with clients to understand their financial...Full timeContract workFor contractorsWork at officeLocal areaWork visaFlexible hours$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$150k - $200k
...Senior Financial Planner CAPTRUST, a leading national... ...to objective, client-first advice. As a nationally... ...for an experienced advisor who wants to focus on delivering... ...such as life insurance, short-term disability... ...have a commitment to service, a real interest in...Temporary workFlexible 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
$97k - $127k
...Associate Wealth Advisor Join a team that... ...they care about. We focus on exceeding... ...with high-net worth clients and advise them in... ...all areas of their financial lives. Associate Wealth... ...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... ...financial milestones through a holistic, client-first planning approach. Our firm delivers comprehensive strategies across Insurance, Investments, Retirement Planning,...Full timeContract workFor contractorsWork at officeWork visa$100k - $200k
...Financial Services Associate - ENTRY LEVEL Blue Ocean Wealth Solutions,... ...goals through a comprehensive, client-centered planning approach.... ..., Retirement Planning, Insurance, Employee Benefits, and Property... ...fostering a collaborative culture focused on professional development,...Full timeContract workFor contractorsWork 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... ...- 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- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build and maintain client relationships, provide advised solutions, and leverage Chase referrals...
- ...Jobtailor in New York, NY is seeking a customer-focused bank associate to educate clients in the lobby, assist with self-service banking, and facilitate transactions. You... .../mobile banking, and connecting them with financial solutions that fit their needs. Weekend hours...Weekend work
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