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.
$45k - $75k
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$120k
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...exciting opportunity to join our team as a Patient Access Services Representative - Part Time - Mineola. In this role, the successful... ...family members understand, ensuring clear explanation of their financial responsibilities and expectations. Assume clinical and...Hourly payPart timeWork at office- ...Financial Aid Advisor - Lincoln Tech Hicksville We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience in...Full timeTemporary workImmediate start
$120k
...make a difference. At New York Life, we empower you to secure financial futures for individuals, families, and businesses through... ..., investment, and retirement solutions. As a Financial Sales Representative, you’ll start your career in an environment that values collaboration...Work at office$90k - $130k
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...Job Title Financial Clearance Representative Job Description The Financial Clearance Representative works with the various components of the insurance verification, insurance notification and authorization, and financial clearance operational activities for the...Contract workWork at office- Bank of America in Levittown, NY is seeking a Financial Advisor to provide comprehensive financial guidance and customized solutions. You will triage leads, refer clients to business partners based on needs and asset levels, and meet with clients to review goals and recommend...
- Teachers Federal Credit Union is seeking a Premier Financial Representative to engage mass affluent members and grow a robust book of business. You will support local branches with Premier services, perform comprehensive financial reviews, and log outcomes in our CRM to...Work at officeLocal area
$62.4k
...benefits of working for the CIA. Position Summary The Student Financial Services Counselor is part of a highly motivated one‑stop team... ...and departments to provide appropriate resources to students, represent Student Financial Planning at various programs on and off campus...Temporary workWork at officeWeekend workAfternoon shift- A national Registered Investment Advisor is seeking a Senior Advisor in Wealth Management to join their Financial Services team. This role involves building client relationships, delivering comprehensive financial plans, and managing client portfolios using an integrated...Full timeRemote work
$150k - $200k
...Senior Financial Planner CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized firm...Temporary workFlexible 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...Full timeInternshipLocal area$1,000 per month
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$100k
...Join Eastern Advisory Group as an entry-level financial advisor and be part of a team that empowers individuals and businesses to achieve financial success. You'll have the chance to grow your skills in a supportive environment backed by a legacy of over 175 years of stability...
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