Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Representative

Guardian

The Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry.

As a Financial Representative you will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures. You can make an impact on those around you, and over time, become well compensated.

We believe that providing the best for clients requires us to support Financial Representatives with resources, training and an experienced team to collaborate with and assist you in taking your career to the next level.

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. Other firms may only focus on the short term; we like to look at planning from a holistic perspective. We invest in your success.

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.
  • Provide clients with information related to financial products and services on an ongoing basis.
  • 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.

Requirements

  • Must be a US citizen or permanent resident
  • A four‐year college degree

Preferred Qualities

  • Self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding
  • Desire to help others achieve financial success through planning and protection
  • Driven to win and seeking a high-income potential opportunity
  • An interest in building markets through connections and experiences to cultivate long term relationships

About Guardian

A mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit

Park Avenue® Wealth Management

Choosing to succeed is an easy decision. Making it happen is a different story. Park Avenue Securities makes your job easier – when your job is getting new business, our job is helping you keep it. With Park Avenue Securities, you’re able to offer your clients more financial options than ever before, giving you the unique opportunity of going after new business from your current relationships. You’re also in a prime position to enter new markets you hadn’t before considered.

As the retail broker-dealer and investment advisory arm of Guardian, Park Avenue Securities provides you with the means to move your clients and your business forward. There's never been a better time to take the avenue towards your success .

Vacancy posted 23 hours ago
Similar jobs that could be interesting for youBased on the Financial Representative in Tarrytown, NY vacancy
  •  ...The Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry. As a Financial Representative you will work to help individuals... 
    Suggested
    Permanent employment
    Full time
    Temporary work

    Guardian

    Tarrytown, NY
    1 day ago
  •  ...members, record and maintain complete documentation of accounts.Assisting patients with coordination of benefit/eligibility issues, financial /insurance forms/applications and arrangements.Notifies case management, social services and admission staff of case screening... 
    Suggested

    HealthAlliance of the Hudson Valley

    Valhalla, NY
    2 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship 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... 
    Suggested
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Remote work
    Flexible hours

    Northwestern Mutual

    White Plains, NY
    2 days ago
  • $72k - $141k

     ...excellent work/life balance opportunities and a strong benefits package.We are currently seeking a Complex Claims Consultant in our Financial Lines Claims team. The individual in this position will primarily focus on high severity D&O and E&O claims under policies issued... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Local area
    Shift work

    CNA Financial

    Tarrytown, NY
    23 hours ago
  • $116k - $216k

    Location:660 White Plains Road, Tarrytown New YorkJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyBank

    Tarrytown, NY
    23 hours ago
  •  ...Competitive Benefits+ Warm Leads Work Environment: Full-time, On-Site, with regular evening client events Looking for a financial planning role where you can focus on advising —not cold calling? This is a ground-floor opportunity to grow in a new market with... 
    Full time
    Local area
    Relocation package
    Afternoon shift

    The Well

    Mount Vernon, NY
    1 day ago
  •  ...Fifth Avenue Financial, a MassMutual firm, is seeking financial advisors to join our team. Our most successful advisors have strong sales abilities and compensation is directly related to performance. This role is 100% commission-based. As part of our recruitment process... 

    Fifth Avenue Financial

    White Plains, NY
    3 days ago
  •  ...setting that emphasizes and values relationships and integrity. As a Representative, you will: Identify client needs and goals to provide a sense of security and safety surrounding their financial life. Develop meaningful long-term mutually beneficial... 
    Live in
    Work at office

    Northwestern Mutual

    White Plains, NY
    5 hours ago
  • $130k

     ...Are you looking for a financial advisory role where advice truly comes first? Do you want to work with sophisticated clients, deliver comprehensive planning, and build long-term relationships in a collaborative, fee-only fiduciary environment? Altfest Personal Wealth... 
    Work at office
    Remote work
    Flexible hours

    Altfest Personal Wealth Management

    White Plains, NY
    4 hours ago
  • $75.9k - $126.5k

     ...Financial Advisor - Nyack, NY Join Wilmington Advisors @M&T serving the Hudson Valley market. We're seeking an experienced Financial...  ...M&T Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is... 
    Work experience placement

    M&T Bank

    Nyack, NY
    2 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity...  ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    White Plains, NY
    1 day ago
  • $45k - $65k

     ...Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred...  ...in Montvale, NJ and help customers with their insurance and financial services needs, including: Auto insurance Home insurance... 
    For contractors
    Work at office

    Noah Khaja - State Farm Agent

    Montvale, NJ
    1 day ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Yonkers, NY
    3 days ago
  •  ...for advisors looking to hide behind a desk. This is for professionals who want to own conversations, challenge conventional financial advice, and build meaningful relationships with clients—without the politics and bureaucracy of traditional wealth management firms... 
    Full time
    Remote work

    Analog Capital Partners

    Yonkers, NY
    1 day ago
  •  ...About Us : For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to... 
    Full time

    Northwestern Mutual

    White Plains, NY
    4 days ago
  •  ...working within the risk parameters that protect the bank Leverage's knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business... 

    Chase

    West Harrison, NY
    2 days ago
  • $157.2k - $256.6k

     ...platforms to improve business performance and decision support. Reporting, Analytics & Decision Support: Delivers actionable financial and operational insights through standardized reporting, data governance, performance metrics, and trend analysis to support strategic... 
    Work at office

    Regeneron

    Sleepy Hollow, NY
    a month ago
  •  ...organization, lead process optimization initiatives, and guide a team of Finance and Accounting professionals to deliver high‑quality financial insights and operational excellence. When & Where This is a contract position approved for 12 months. The role... 
    Contract work
    Temporary work
    Work at office

    Regeneron

    Sleepy Hollow, NY
    6 days ago
  •  ...a growing multi-family office seeking an experienced and highly motivated Private Wealth Advisor who will serve as the primary financial planning and relationship lead for assigned households. This role delivers proactive, comprehensive wealth planning; partners with... 
    Work at office
    Relocation
    Relocation package

    PCM Encore

    White Plains, NY
    1 day ago
  • $18.75 - $25 per hour

     ...relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide... 
    Hourly pay
    Work experience placement
    Shift work
    Day shift

    Key Bank

    Tarrytown, NY
    4 days ago
  • Pay scale: $ - $ Job Overview A law firm seeks a Corporate Finance Associate to join their New York City office. The ideal candidate will have 3 to 5 years of finance experience, stellar academic credentials, and comparable law firm experience. Admission to the...
    Permanent employment
    Work at office

    BCG Attorney Search

    White Plains, NY
    1 day ago
  •  ...wants a cross functional view of how a private equity platform operates. Responsibilities: Support the quarterly close and financial reporting process for the management company and fund entities Build and maintain FP&A models covering management company... 

    Northbound Executive Search

    White Plains, NY
    23 hours ago
  • ***Required Qualifications*** It is required that you have either #1 or #2 below: #1 - Previous Financial Services Recruiting experience #2 - Previous experience in an in-house Accounting/Middle-Office Finance role (looking for a career change into recruiting)!... 
    Full time
    Part time
    Work at office
    Remote work
    Flexible hours

    Taproot Executive Search

    Yonkers, NY
    3 days ago
  •  ...termsQualificationsBachelors,Accounting Experience,Excel,SAP.Additional InformationMust have Business degree in Accounting Strong in ExcelSAPAccounting ExperienceSummaryType: ContractFunction: Accounting/AuditingExperience level: Mid-Senior LevelIndustry: Financial Services
    Contract work

    CompuTech Consulting

    Valhalla, NY
    23 hours ago
  • $70k - $90k

    Company DescriptionLeading Pharmaceutical CompanyJob DescriptionSenior Financial Analyst/Associate Mgr in R&D Finance serves as a key partner in supporting the R&D organization in financial and business planning, analysis and reporting. The individual will closely interact... 

    Clark Davis Associates

    Tarrytown, NY
    4 days ago
  •  ...Job Description Job Description Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented  Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide... 

    WealthBridge Financial Group

    Spring Valley, NY
    10 days ago
  • Job-ID30186763Reference25-22348Remote40% RemoteAmpcus Inc. is a certified global provider of a broad range of Technology and Business consulting services. We are in search of a highly motivated candidate to join our talented Team. Job Title: SAP Security Analyst Location...

    Ampcus

    White Plains, NY
    4 days ago
  • $60k

     ...Associate Financial Advisor   Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client... 
    Work at office
    Flexible hours

    Ameriprise Financial Services, Inc.

    White Plains, NY
    3 days ago
  • $100k - $120k

     ...an FP&A Analyst to join its Corporate Finance team. This role offers the opportunity to partner closely with senior leadership on financial planning, forecasting, strategic initiatives, capital structure analysis, and portfolio analytics within a highly analytical investment... 
    Work at office

    Confidential Company

    White Plains, NY
    23 hours ago
  • $45 - $50 per hour

     ...Analyst Hybrid | Consumer Packaged Goods (CPG) Environment Join a growing organization where you'll play a key role in driving financial performance and business decision-making. We are seeking a highly analytical FP&A professional with strong experience in Income... 
    Contract work
    Temporary work
    Remote work

    Aston Carter

    Port Chester, NY
    5 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Representative. Be the first to apply!