Client Wealth Advisor
New York Life Insurance Company
Job Description
Job Description
What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life, we believe it’s possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers. This career isn’t for everyone, but the best Financial Service Professionals and Managers in our company will tell you there’s nothing else like it. Successful Advisors at New York Life come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That’s one reason our Company is a great place to build your career. If you're looking for a career where you can grow your own business and make a difference in your community, then let’s talk. We're looking for motivated –self-starters who want:
- Comprehensive and ongoing professional training and development
- State-of-the-art marketing and sales solutions
- A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients
- A clearly defined career path including opportunities in Management for qualified individuals.
- Comprehensive benefits, including a defined benefit pension plan, and significant earnings potential
- Develop and implement business and marketing plans
- Prospect for potential clients Discuss financial concerns and needs of individuals
- Present potential solutions using our world class suite of products and services
- Develop your professional skills and knowledge
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Client Wealth Advisor in Medford, NY vacancy
- J.P. Morgan Chase in New York is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families, leveraging Chase Wealth Management resources and digital tools. The role emphasizes relationship management...Suggested
$66.56k - $99.32k
TD Bank is seeking a Financial Advisor Associate in Medford, NY to develop and manage client relationships. Responsibilities include advising clients on investment... ...skills and understand financial analysis and wealth management. This full-time role requires travel within...SuggestedFull time$142.1k - $236.8k
...goal met through the acquisition of new clients from internal and external sources, and the... ...of solutions for a comprehensive wealth management strategy for individuals, business... ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current...SuggestedFull timeTemporary workWork experience placementM&T Bank
Hauppauge, NY1 day ago- ...Overview: Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial...SuggestedFlexible hours
$70k - $100k
...Overview Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial...SuggestedFull timeFor contractorsFlexible hours$17 - $18 per hour
...when necessary Pick orders and stock shelves Receive and ticket inventory Fulfill orders by cutting, and processing to the client specifications Magnitude and Relationship Reporting This position reports to the Warehouse supervisors and may receive...Hourly payTemporary work$17 - $22.96 per hour
...you’ll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values collaboration, integrity, and community...Hourly payPart timeNight shiftAssociated Banc-Corp
Medford, NY1 day ago$22 - $25 per hour
...Manager (GSM) or designated Manager, the Inside SalesRepresentative acts as a tactical partner by building and maintaining customer/client relationships inorder to grow the auction business. This position is responsible for establishing and maintainingrelationships with...Hourly payWork at officeLocal area- Teachers Federal Credit Union is seeking a Financial Services Representative II to build and strengthen member relationships and introduce members to efficient online banking, mobile apps, and ATMs both in person and virtually. You will learn members’ personal financial...
- Teachers Federal Credit Union in Oakdale, NY is hiring a Financial Services Representative II to build relationships with our members and guide them to online and mobile banking, while serving them in person. This full-time role requires a high school diploma, one year ...Full time
- ...Representatives also identify opportunities for referrals to areas such as consumer lending, commercial lending, mortgage lending, and wealth management. They work collaboratively with cross-functional teams to achieve departmental and Credit Union goals, maintaining a...Local areaFlexible hoursNight shift
Suffolk Credit Union
Islandia, NYa month ago $60k
Sales Development Representative Industry | Software - SaaS Location | Patchogue, NY Salary | $60,000 First Year Potential | $85,000 Territories | New York Reference | 11611 Job Summary Growing software company is looking to hire a Sales Development...Full timePorter Group
Patchogue, NY1 day ago$85k
GOGov is an established & fast-growing software company in the highly attractive GovTech space based out of Long Island, NY. We supply 650+ municipalities around the country with the tools necessary to maintain, develop and connect millions of citizens with their local...Full timeLocal areaFlexible hoursGOGov
Patchogue, NY1 day ago$25.86 - $29.74 per hour
Overview Catholic Health Physicians Practices strives to deliver clinically excellent medical care to our patients. Candidates must be a graduate form and accredited Medical Assistant Program Job Details What You'll Do: As a key member of our clinical...Work at officeCatholic Health Service
Patchogue, NY3 days ago- Administrative ClerkResponsibilities: The Administrative Clerk is a permanent, full-time position supporting the overall mission of the U.S. Citizenship and Immigration Services (USCIS) by facilitating the operations of a local Field Office. As an Administrative Clerk,...Permanent employmentFull timeTemporary workWork at officeLocal area
EMD Strategies
Holtsville, NY4 days ago - ...Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pet's health is our top priority and excellent service is our goal very seriously. With every opportunity...
$85k - $115k
...Hiring! Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial...Work at office- ...Overview: Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial...Work at officeFlexible hours
- Administrative Clerk Responsibilities: The Administrative Clerk is a permanent, full-time position supporting the overall mission of the U.S. Citizenship and Immigration Services (USCIS) by facilitating the operations of a local Field Office. As an Administrative Clerk...Permanent employmentFull timeTemporary workWork at officeLocal area
EMD Strategies
Holtsville, NY12 hours ago $19.5 - $22 per hour
Brief Description Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America’s Best-In-State Credit Unions...Full timePart timeImmediate start- Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up ...InternshipMonday to Friday
- Institutional Student Financial Assistance Specialist This Institutional Student Financial Assistance Specialist (ISFAS) incorporates the full range of institutional student financial assistance responsibilities; including assisting graduate level students in the application...Work at officeLocal areaMonday to FridayWeekend workAfternoon shift
University Support Services, LLC
Great River, NY4 days ago - ...banking. Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management. Collaborating with cross-functional teams, they work to achieve department and Credit Union goals with a high level of...Local areaFlexible hoursNight shift
Suffolk Federal Credit Union
Miller Place, NY1 day ago $22 per hour
Why Join Our Team? At New York Cancer & Blood Specialists (NYCBS) , we are dedicated to making a difference in the lives of our patients, their families, and our communities. Our passionate team of expert oncologists, hematologists, and healthcare professionals work...Temporary workWork at officeShift workNew York Cancer and Blood Specialist
Patchogue, NY4 hours ago$20 per hour
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Dental Office Receptionist - PT Part-Time and FT Full-Time Full Time Practice Ops-Admin Farmingville, NY, US 30+...Full timePart timeWork at officeMonday to FridayFlexible hoursAffinity Dental Management
Farmingville, NY4 days ago$72k - $96k
...banking environment for ABS Associates of New York, Inc., the wealth management division of Apple Bank. The ideal candidate will consistently... ...to collaborate effectively with both branch personnel and bank clients. ESSENTIAL DUTIES & RESPONSIBILITIES Achieve or...Apple Bank for Savings
East Setauket, NY2 days ago- Job Description Job Description upport Management with vendor coordination Assist with AP & AR Maintain customer records for accuracy Oversee general office needs Maintain company budget/spending for marketing Help coordinate company events Coordinate...Work at office
Phaxis - Financial Services
Holtsville, NY1 day ago - JOB SUMMARY The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with SBS (Sysco Business Services) to assist in resolving exceptions and issues. Specific duties will including, handling...Local area
Sysco
Great River, NY12 hours ago - Job Description Job Description SHIFT: Thursday & Friday, 4p to 9p, Saturday & Sunday, 9a-5p Qualifications • High school diploma or equivalent required • Proficient computer skills • Good customer service and communication skills • Ability to...Shift workNight shiftWeekend work
Swan Lake Nursing & Rehabilitation
Patchogue, NY2 days ago - Job Description Job Description Browns Automotive Receptionist About the Role: At Browns Automotive, you’re not just answering phones—you are the face, voice, and engine of our front house. As our receptionist, you set the tone for every customer who walks through...Work at office
Browns Jeep Chrysler Dodge Ram Fiat Alfa Romeo
Medford, NY13 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Wealth Advisor. Be the first to apply!
Related searches
- full time remote customer service representative Medford, NY
- bilingual customer service representative spanish english Medford, NY
- entry level member service representative
- walgreens customer service associate
- japanese speaking customer service representative
- influencer relations assistant
- amazon customer service representative
- inside customer service representative
- customer service rep remote
- airport customer service agent