Financial Services Professional
$117kNYL - Nassau GO
Overview At New York Life, we know that qualities such as discipline, resilience, and teamwork are essential in the financial industry. We\'re eager to welcome motivated individuals ready to transform their competitive spirit into a thriving career as a Financial Services Professional. In this role, you\'ll build long-term relationships founded on trust and integrity, offer customized financial solutions, and advance your career with the backing of a Fortune 100 company. Our commitment to your success includes industry-leading training, mentorship, and resources designed to empower you to excel. You\'ll discover a clear path from producer to leader, supported by opportunities for coaching, development, and team leadership through our Accelerated Path into Management. At New York Life, you’ll make a meaningful impact on people’s lives while building your own legacy. Our comprehensive training, competitive compensation, and supportive environment offer unlimited growth potential. If you\'re ready to channel your athletic mindset into a fulfilling financial services career, apply today and let your competitive edge set you apart. Responsibilities Cultivate and maintain strong, trust-based relationships with clients to understand and meet their financial needs. Develop and present tailored financial strategies that align with clients\' goals and aspirations. Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice. Collaborate with team members to share insights and strategies, fostering a culture of continuous learning and improvement. Utilize New York Life\'s resources and training to enhance your skills and advance your career in financial services. Proactively identify opportunities for new business and client referrals to expand your network and impact. Guide clients through the financial planning process, ensuring clarity and confidence in their decisions at every step. Qualifications Experience in building and maintaining client relationships with a focus on trust and integrity. Ability to provide personalized financial advice tailored to individual client needs and goals. Proven track record of continuous learning and adapting to industry trends and best practices. Strong collaboration skills to work effectively with team members and share insights. Commitment to utilizing company resources and training programs for skill enhancement and career growth. Active participation in community events and networking to expand professional connections. Experience in monitoring and evaluating financial portfolios to optimize client outcomes. Compensation $117,000 yearly #J-18808-Ljbffr
$117k
...At New York Life, we're all about empowering you to transform your competitive spirit into a fulfilling career as a Financial Services Professional. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make...SuggestedNYL - Nassau GO
Uniondale, NY2 days ago- ...of Uniondale, NY Are you competitive? Do you have grit? Jump into the world of financial services by applying to join our growing team as an entry-level financial professional! We are looking for a people person with strong listening skills, attention to detail,...SuggestedFull timeWork at officeFlexible hours
New York Life Insurance Company
Uniondale, NY3 days ago $117k
NYL - Nassau GO is seeking a motivated Financial Services Professional in Uniondale, NY. You'll cultivate trust-based client relationships, develop tailored financial strategies, and navigate industry trends to provide optimal advice. Our competitive compensation of $11...Suggested$75k
Are you competitive? Do you have grit? Jump into the world of financial services by applying to join our growing team as an entry‑level financial professional! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively...SuggestedFull timeFlexible hours$100k
...Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act... ...you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services...SuggestedFull timePart timeImmediate startNew York Life
Uniondale, NY1 day ago- ...Blue Ocean Wealth Solutions, LLC - Financial Services Professional At Blue Ocean Wealth Solutions, LLC, our mission is to empower individuals to achieve lasting financial independence - both our clients and our professionals. As a proud partner of MassMutual...Contract workFor contractorsLocal area
Blue Ocean Wealth Solutions, LLC- A MassMutual Firm
Greenvale, NY5 days ago $66.3k - $80k
...principal investigators to ensure accurate financial management, compliance with sponsor... ...distribution to the Director of Student Financial Services on a monthly basis. Reconcile the... ...liberal arts and sciences programs and professional training, with particular strength in...Full timeTemporary workWork experience placementWork at officeAdelphi University
Garden City, NY2 days ago$150k
...individuals for the Accelerated Path to Management Program. This program offers a unique opportunity to gain experience as a financial professional while receiving extensive training for a future in management. Candidates should have prior sales or managerial experience,...- ...Description About Us At WealthBridge Financial Group, we help individuals, families, and... ...to join our growing team as Financial Professionals. In this role, you will work closely... ...goal-oriented Interest in financial services, wealth management, or business development...Flexible hours
$90k - $115k
...Long Island's finest health and human services agencies. Our health system has over 16... ...Management drives execution and maintenance of financial planning initiatives within Strata... ...benefit pension plan, and a culture that supports professional and educational growth....Local areaCatholic Health Service
Rockville Centre, NY2 days ago$85k - $150k
...Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry‑level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary...New York Life Insurance Company
Uniondale, NY1 day ago$45k - $100k
...may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a... ...using, not obtaining, the rating. If you find yourself at a professional crossroads, a career as a financial advisor may be the...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Mineola, NY2 days ago- ...our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional...Part time
$100k
...experienced Senior Accountant with a strong background in tax preparation, tax compliance, and client accounting services. This position is ideal for an accounting professional with public accounting experience who is capable of preparing and reviewing complex tax returns,...Full timeWork at officeLocal area- ...Bachelor’s degree in Accounting, at least 1-3 years of relevant experience, and familiarity with accounting software like QuickBooks and UltraTax. A CPA track is preferred. Join our team to support financial compliance and client services! #J-18808-Ljbffr Green Key Resources
$32.5 - $36 per hour
...empowering customers to achieve positive financial outcomes while supporting Intuit’s... ...leverage your tax expertise to provide full service tax return preparation, tax advice,... ...resources such as government websites, professional tools, and team expertise to deliver accurate...Seasonal workLocal area- ...Financial Advisor LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Fourleaf Federal Credit Union in Westbury, NY would allow you to join the Investment Program at Fourleaf...Local area
$85k - $150k
A leading financial services firm in Uniondale is seeking an entry-level financial advisor to support clients in achieving their financial goals. Ideal candidates will possess excellent communication skills and a strong foundation in math and analytics. This role offers...$28.85 - $33.65 per hour
...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making... ...client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates...Hourly payTemporary workMonday to FridayShift workDay 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...Remote jobFull time
$100k
Wizehire is looking for a driven financial service professional to join their team. This role offers a comprehensive three-year training program and the opportunity to work with experienced agents. The compensation is $100,000 at plan earnings, reflecting strong earning...- New York Life in Uniondale, NY, is looking for a dedicated Financial Services Professional to build lasting client relationships through personalized financial solutions. You will have access to industry-leading training and mentorship, empowering you to excel. The role...
$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds, while...Hourly payTemporary workWork at officeShift workDay shift- A leading bank in financial services is seeking a passionate financial advisor in Wantagh, NY. Candidates should hold Series 7 & 66 licenses and possess at least one year of experience in the investments industry. The role involves working closely with clients to build...Full time
$120k
...and we are currently looking for a new financial advisor to join our entry‑level ranks.... ...candidate will be eager to learn the financial services ropes needed for effective wealth... ...client based on his or her life stage, professional circumstances, and fluctuating...Work at office- Teachers-Federal-Credit-Union is seeking a Financial Services Representative in Town of Hempstead, NY, to build and strengthen relationships with members while introducing efficient banking solutions through online services, mobile apps, and ATMs. The ideal candidate will...
$19.5 - $23 per hour
...individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate... ...The Banking Center Relationship Banker I role will provide services for Banking Center customers and assist the team in achievement...Flexible hoursWeekend workWebster Bank
Rockville Centre, NY3 days ago$120k
...and we are currently looking for a new financial advisor to join our entry-level ranks.... ...candidate will be eager to learn the financial services ropes needed for effective wealth... ...client based on his or her life stage, professional circumstances, and fluctuating...Work at officeNew York Life
Uniondale, NY4 days ago$19.5 - $23 per hour
...individuals, families, businesses, and colleagues achieve their financial goals. Our values of Integrity, Collaboration, Accountability,... ...client needs and offer appropriate financial products and services, building and deepening relationships through needs-based conversations...Flexible hoursWeekend workWebster Bank
Levittown, NY2 days ago- ...will use your knowledge of investments, financial planning, credit and banking to both... ...experience in Private Banking or Financial Services Bachelor's Degree required Series... ...solve problems Dynamic and credible professional who communicates with clarity and has...Temporary workWork experience placementLocal area
Chase
Garden City, NY3 days ago
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