Financial Representative
National Financial Network - Guardian
Job Description
Job Description
Financial Representative National Financial Network – NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? National Financial Network [a member of The Guardian Network®] is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… · A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. · Desire to help others achieve their goals and dreams through cultivating long-term relationships. · Ambitious, entrepreneurial, and looking for career growth and development. What you’ll be doing… · Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services. · Develop and maintain a base of clients who value your input and guidance. · Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years. What we provide… · Development and training—locally, virtually and nationally—to support you as you build your practice with us. · Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. · Mentorship and joint-work opportunities. · A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. · Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Please visit the following to learn more about us… Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...SuggestedFull timeWork at officeFlexible hours
- ...SUMMARYProvide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet... ...Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations...SuggestedFull timePart timeWork at officeShift workDay shift
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hours$60k - $90k
...Job Summary: Build the financial plans that directly shape our clients' retirements. Our client, a fast-paced, service-oriented financial planning firm, is seeking a Junior Financial Advisor/ Financial Planning Associate to work directly with their Financial Planners...SuggestedFull timeLive inWork at officeMonday to Friday- ...Job Description Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products...Work at officeFlexible hours
- ...Planning Partners, a HUB International company under their division of Retirement & Private Wealth, is growing and looking to hire a Financial Services Assistant to join our team in the Allentown, PA location on a Hybrid work schedule. Our mission is to make a significant...Work experience placementInternshipLocal areaWork from homeFlexible hours
- ...internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity...InternshipMonday to Friday
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Financial Advisor (Fall/Recent Graduates, Early Acceptance) About Vista Wealth Solutions At Vista Wealth Solutions, we believe great financial advisors aren't born—they're developed. Backed by the strength and stability of MassMutual, we provide the training, mentorship...Permanent employment
$60k - $120k
...Group). We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies,...Local area$60k - $90k
...Job Description Job Summary: \n Do you love building financial plans that help real families retire with confidence? Our client, a fast-paced, service-oriented wealth management firm (RIA), is seeking a Financial Planning Associate to work directly with their Financial...Live inWork at officeMonday to Friday- ...directories. · Paraplanning - Assist in the preparation of financial planning materials using predetermined, compliant templates.... ...solutions with minimal supervision. · Professional Presence: Represents the firm with poise, polish, and a client-first mindset at all...Full timeWork at officeFlexible hoursShift work
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payWork experience placementDay shift$20.43 - $32.31 per hour
...customers. Overview This is a full-time career opportunity (approximately 40 hours per week) based out of our Chestnut Street financial center in Emmaus, PA, Lehigh Valley . Must be available to be scheduled aroundbranch operation hours(no Sundays). The...Hourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...Full time
- ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workPart timeWork experience placementWork at office
$17.25 - $24.23 per hour
...approximately 40 hours per week) based out of our Northampton and Lehigh County, PA markets . Requires flexibility to travel to various financial centers in the market as needed. Must be available to be scheduled around branch operation hours in assigned market (no Sundays)....Hourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ...Corporate! Successful Candidate Attributes: •Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. •Maintains a database of past clients for marketing purposes. •History of closing at least 3-5 units per month....Remote work
- ...be based in our Fullerton branch, Whitehall, PA.Job DescriptionDelivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart timeWork experience placement
- ...Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for...Work at officeRemote workWork from home1 day per week
- ...Description Coaches, mentors and leads tellers by example to deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart timeWork experience placementWork at office
- ...innovation. Identify and utilise opportunities for revenue growth to deliver on sales targets. Provide appropriate banking and financial solutions across an allocated portfolio of clients. Develop, encourage and nurture collaborative relationships across the FRG....Local area
- ...Financial Advisor Full-Time • Licensing Support Provided About Vista Wealth Solutions Vista Wealth Solutions is where driven professionals come to build careers that matter. Backed by the strength of MassMutual, we invest in your growth from day one — providing...Permanent employmentFull time
- ...become an industry leader in education. Job Summary The Financial Aid Officer (FAO) advises prospective and current students regarding... ...Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully...Contract work
- ...As a Financial Analyst, you will be responsible to support the plant controller annual budget and monthly forecasting processes • Support Finance Manager in month-end closing and year end (e.g. costing and inventory related transactions, analysis of variations, fix costs...
- ...experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients,... ...Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully...Full timeBank staffWork at officeNight shift
- ...providers; and improve access to care in the communities we serve, regardless of a patient's ability to pay for health care. The Financial Counselor is responsible for prompt, courteous reception, and processing of all customer/patient inquiries as well as accurate and...Full timeWork at officeLocal area
- ...meaningful impact as DLP Bank continues to expand in the market. What You Have Already Achieved: (Requirements) ~5+ years of financial services experience, with demonstrated experience working directly with high-net-worth individuals, entrepreneurs, and/or business...For contractors
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