Financial Advisor
New York Life - Gulf Coa
The fundamental foundation of a New York Life Insurance Agent's role is built client by client. Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpected. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by their customers its first priority. What is expected of our Agents? The ability to understand the needs and financial concerns of clients. Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter. Promote customized ways for clients to achieve their long-term financial goals. Cultivate relationships and help every family member or individual pursue financial security. Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients. Provide compassion and guidance to clients when unfortunate life circumstances arise. Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of community over time. Qualities that we look for in our Agents: Sales experience preferred with a strong entrepreneurial mindset. Strong communication skills both written and verbal. Desire to help families and businesses to "Be Good at Life." Strong business acumen. Professional business demeanor. Perseverance in the face of a challenge. Ability to engage your community and leverage personal networks/contacts. About New York Life We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA).** For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. ** Source: Individual Third Party Ratings Reports as 7/30/18. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity #J-18808-Ljbffr New York Life - Gulf Coa
- ...We are looking for Experienced Advisors to join our Team You've built a successful practice and now you want more. At Prudential Advisors... ...making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as...SuggestedFull time
- ...Location : On site at location listed in job posting. Weekly Scheduled Hours: Monday - Friday 9-5 Summary As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank...SuggestedFull timeWork at officeMonday to Friday
$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- ...Company Description Strategic Wealth Specialists is a financial firm dedicated to helping individuals and businesses achieve long-term financial independence and security. Using The Living Balance Sheet®, the firm provides integrated strategies that support clients in...SuggestedFull time
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- ...matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...Full time
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- ...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...Full timeWork experience placementFlexible hours
- .../Others Location: Chickasaw, AL, United States Company: PNC Bank Company Profile PNC Bank provides great services and powerful financial expertise to meet financial goals. Job Profile The bank is searching for a Personal Banker who will strengthen customer relationships...Full timeTemporary workWork experience placementLocal area
- ...through 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 share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workWork experience placementWork at office
- ...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...Temporary workWork experience placementWork at office
- Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate customer relationships, new and existing account holders, to offer bank products and services Follow established...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...and is comfortable balancing competing priorities in a deadline driven environment. Key Responsibilities Include Interpret financial statements and provide financial analysis support utilized in underwriting complex C&I loans with a focus on Medical Practices, service...Full timeWork experience placement
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours- ...Hours: MONDAY - FRIDAY 9:15am - 5:15pm SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility...Full timeWork at officeMonday to FridayNight shift
$15 - $22 per hour
...Financial Services Representative The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling...Hourly payWork at officeLocal areaShift work- ...Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. Position Summary While the primary role of the Financial Associate is to accurately complete customer transactions...Work at officeNight shift
- ...Credit Counselor (English/Spanish) Guide. Educate. Deliver Results. Help People Find Their Way Forward — In Two Languages. Financial stress is real — and so is the impact of the right conversation at the right time. We’re seeking a bilingual Credit Counselor who...Work at officeRemote workMonday to Friday
- ...interact with the most. By having a conversation, we can understand what our members need and can start them on the path to reach their financial goals. We help them buy homes, purchase their first auto, send kids to college, save for a dream vacation and build their futures....Night shift
- Head TellerThe Head Teller will drive a best in class branch experience for customers and teammates by leading, coaching, and managing in five primary areas of responsibility: customer engagement, service execution, operational excellence, leadership, and management. With...Contract work
- ...providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable...Full time
$50k - $75k
...Surgical Services. This position is a gateway into a variety of avenues for a long-term career with the company that carry supreme financial incentives and unprecedented job security. There are countless success stories within our walls, will you be the next? A Day...Permanent employmentWork at office- ...Hours: MONDAY - FRIDAY 9:15am - 5:15pm SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility...Work at officeMonday to FridayNight shift
$16.5 per hour
Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate...Bank staffWork at officeLocal areaFlexible hoursNight shift- ...matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...Full timeNight shift
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