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

Financial Professional

$80k - $120k

New York Life

Join a team where your growth is our priority. At New York Life, we're dedicated to empowering individuals and businesses to achieve financial security with our robust insurance and financial solutions. As a Financial Professional, you'll benefit from structured training, comprehensive mentorship, and support for obtaining necessary licenses. Our inclusive culture fosters collaboration and innovation, offering you access to a wide range of financial solutions and a flexible work environment. With us, you'll have a clear path to leadership and strong income potential, making this role perfect whether you're an experienced professional or transitioning into the financial services industry. Let's build your future together—because when you succeed, we all succeed. Responsibilities Guide clients in creating personalized financial plans that align with their goals and aspirations. Educate clients on a variety of insurance and financial products to ensure they make informed decisions. Build and maintain strong, trusting relationships with clients through regular communication and follow-ups. Collaborate with team members to develop innovative strategies that enhance client satisfaction and business growth. Stay informed about industry trends and regulatory changes to provide up-to-date advice and solutions. Utilize company resources and tools to streamline processes and improve client service efficiency. Participate in ongoing training and professional development to enhance your skills and knowledge base. Qualifications Ability to communicate complex financial concepts in a clear and engaging manner. Proven track record of building and maintaining strong client relationships. Familiarity with insurance products and financial services, including regulatory requirements. Strong analytical skills to assess client needs and develop tailored financial plans. Ability to work collaboratively within a team to drive client satisfaction and business growth. Commitment to continuous learning and professional development in the financial industry. Compensation $80,000 - $120,000 per year #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Professional in Bethesda, MD vacancy
  • $130k

     ...learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations...  ...with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise... 
    Suggested

    New York Life - Greater Washington DC - Maryland

    Bethesda, MD
    2 days ago
  • $120.56k

     ...Whether you’re an established financial professional seeking more independence or exploring your next chapter, New York Life offers the opportunity to turn your experience into a business you own, backed by a company invested in your long‑term success. You’ll benefit... 
    Suggested
    Full time
    Contract work
    Work at office
    Flexible hours

    WizeHire

    Silver Spring, MD
    17 hours ago
  • $50 - $60 per hour

     ...teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with...  ...experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might... 
    Suggested
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Kensington, MD
    more than 2 months ago
  •  ...About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity ---You MUST live and work in the United States to be considered for this opportunity ---PLEASE do NOT apply for this opportunity... 
    Suggested
    Hourly pay
    Full time
    Part time
    For contractors
    Immediate start
    Remote work

    GFI Pros

    Alexandria, VA
    3 days ago
  • $50 - $60 per hour

     ...position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new...  ...to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of... 
    Suggested
    Hourly pay
    Contract work
    Work experience placement
    Remote work
    Flexible hours

    Data Annotation

    Kensington, MD
    a month ago
  •  ...Medical Center (Bethesda, MD) Schedule: Mon–Fri, 7:30 AM–4:30 PM (subject to change) Overview: Seeking an experienced medical coding professional to audit, train, and ensure compliance for outpatient and inpatient coding operations. Qualifications: Certification required:... 
    Work at office

    Professional Performance Development Group

    Bethesda, MD
    3 days ago
  •  ...Job Duties Represent the Bank to customers in a courteous and professional manner while providing prompt, efficient and accurate service...  ...to ensure they feel welcome in the branch. Process client financial transactions in an accurate and timely manner. Balance daily... 
    Work at office
    Afternoon shift

    Trustar Bank

    Bethesda, MD
    17 hours ago
  • $24k

     ...specialized team, The Retirement Benefits Group (RBG), that serves professionals in education, healthcare and government with retirement...  ...Products and Services Consultation : educate clients on diverse financial products and services, demonstrating how these solutions can... 
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Equitable Advisors

    Falls Church, VA
    8 hours ago
  • $75k - $113k

     ...accessible and affordable across the nation. Position Overview Freddie Mac's Finance division is currently seeking a Financial Accounting & Analysis Professional to be part of the Single-family CFO department. The Single-family CFO department is responsible for financial... 
    Full time
    Work experience placement
    Work at office

    Fairygodboss

    Mc Lean, VA
    3 days ago
  • A leading financial services company in Washington is looking for entry-level Financial Professionals for remote and hybrid positions. Candidates will engage with clients online, offering financial education and creating personalized strategies to achieve clients' goals... 
    Remote job
    For contractors
    Flexible hours

    GFI Pros

    Washington DC
    17 hours ago
  • Landscape Estimator (Salesperson) BAM'S Landscaping – Kensington, MD Do you have an eye for detail and a passion for numbers? Enjoy working in both an office setting and outside? Are you experienced in estimating landscape, hardscape projects, and snow/ice management contracts...
    For subcontractor
    Work at office
    Remote work

    BAM'S Landscaping

    Kensington, MD
    2 days ago
  •  ...their most critical challenges. We believe in investing in our people and creating a culture where collaboration, inclusion, and professional growth are at the forefront. Job Summary Prepares accurate cost estimates and pricing models for government contracts by... 
    Full time
    Temporary work
    For subcontractor
    Local area
    Remote work

    ARETUM Holdings LLC

    Bethesda, MD
    2 days ago
  •  ...Support Client Relationships Participate in client meetings, presentations, and interviews. Communicate estimates clearly and professionally to build trust and confidence. Manage Multiple Pursuits Handle multiple estimates and preconstruction efforts simultaneously while... 
    For subcontractor
    Work at office
    Local area

    Hirebridge

    Bethesda, MD
    3 days ago
  • $88.9k - $128.4k

     ...transactions, including the analyzing of third-party company financial data and client financial data to benchmarkappropriate intercompanytransactions...  ...with presentations or public speaking with the ability to professionally communicate directly withclients ~ Capable of working in a... 
    Work experience placement
    Work at office
    Local area

    Cherry Bekaert

    Bethesda, MD
    17 hours ago
  •  ...resources of a larger practice and the personal touch of a close-knit team. They’re seeking a Tax Senior to join their growing group of professionals in a hybrid role, combining in-office collaboration with the flexibility of remote work. What You’ll Do Prepare and review... 
    Work at office
    Local area
    Remote work

    Solid Rock Recruiting LLC

    Bethesda, MD
    4 days ago
  •  ...coding, assisting in assembling invoices, and performing other basic accounting tasks. This role is essential to maintaining the financial integrity of our operations and ensuring accurate and timely processing of financial transactions. Key Responsibilities Accounts Payable... 
    Work at office

    VALID8 Financial

    Bethesda, MD
    4 days ago
  • $85k - $120k

     ...Connect with Auberge Collection on Instagram, TikTok, Facebook, and LinkedIn @Auberge and #AlwaysAuberge Job Description The Financial Analyst will play a crucial role in supporting financial decision-making processes and generally supporting the home office... 
    Work at office
    Local area
    Work from home
    Home office

    Auberge Collection

    Bethesda, MD
    3 days ago
  •  ...Interim Senior Accountant. This role will play a critical role in overseeing the month-end close process, preparing and analyzing financial reports, and ensuring compliance with accounting policies. This position requires a strong understanding of GAAP, excellent analytical... 
    Interim role

    Andrews & Cole

    Bethesda, MD
    1 day ago
  •  ...Universal Banker in Bethesda, Maryland. The role focuses on providing high-quality customer service while managing new accounts and financial transactions. Candidates should have a high school diploma and preferably 1-2 years of banking experience. Trustar Bank offers... 

    Trustar Bank

    Bethesda, MD
    2 days ago
  •  ...organization is seeking a Property Staff Accountant to support the financial operations of a portfolio of affordable housing communities. This role is ideal for a detail-oriented accounting professional who thrives in a structured, compliance-driven environment and enjoys... 
    Full time

    HRB

    Bethesda, MD
    3 days ago
  •  ...receivable. Ideal candidates will have a Bachelor’s degree in Accounting or Finance, 1-3 years of experience, and a strong foundation in operational accounting functions. This position offers a collaborative environment for early-career professionals. #J-18808-Ljbffr HRB

    HRB

    Bethesda, MD
    3 days ago
  •  ...construction firm in Bethesda, Maryland is seeking a Project Accountant to support project management and ensure compliance with financial regulations. Responsibilities include managing subcontractor billing and document accuracy, overseeing financial risks, and assisting... 
    For subcontractor

    Coakley & Williams Construction (CWC)

    Bethesda, MD
    4 days ago
  • $41.6k - $53.83k

     ...opening for existing customers Provide service delivery to internal or external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create... 
    Full time

    Citigroup Inc.

    Bethesda, MD
    2 days ago
  • POSITION DUTIES The Senior Accountant supports the financial integrity and compliance of the organization’s government contracting operations while assuming select Controller-level responsibilities in support of audit readiness, indirect rate management, and contract-level... 
    Full time
    Contract work

    Arcetyp LLC

    Bethesda, MD
    2 days ago
  • $90k - $120k

     ...headquartered in Bethesda, Maryland, we deliver specialized professional services to over 100 federal government agencies. We have been...  ...ideal candidate will be responsible for maintaining accurate financial records, performing account reconciliations, supporting month... 
    Contract work
    Temporary work
    For contractors
    Work at office
    Flexible hours
    3 days per week

    ISN

    Bethesda, MD
    1 day ago
  • $100k - $129k

     ...DescriptionThe Ford Agency is actively seeking a Senior Accounting professional to join the accounting team of a prominent Bethesda-based...  ...improvements* Prepare monthly and quarterly reports, audited financial statements, and budget analyses* Support tax compliance... 
    Contract work
    Temporary work
    Immediate start
    Relocation

    TryApplyNow

    Bethesda, MD
    1 day ago
  •  ...and support strategic business decisions. You will also review financial statements, lead portions of audit procedures, and mentor...  ...junior team members. Who You Are You are a motivated accounting professional with strong attention to detail and a desire to learn. The... 
    Summer work
    Work at office
    Local area

    Ryan & Wetmore, PC

    Bethesda, MD
    3 days ago
  •  ...role will be responsible for managing day-to-day accounting activities for a portfolio of residential properties, ensuring accurate financial reporting and compliance. Experience with HUD or low-income housing programs is a strong plus. Key Responsibilities Prepare... 

    HRB

    Bethesda, MD
    3 days ago
  • $95k - $115k

     ...looking for an Accountant II to manage all aspects of property accounting for a complex portfolio. Responsibilities include preparing financial statements, lease abstracts, and working with tenant accounts. The ideal candidate will have a four-year degree in Accounting or... 

    B.f.-Saul-Company

    Bethesda, MD
    4 days ago
  •  ...Maintain and manage general ledger activity across multiple entities Perform intercompany accounting and reconciliations Assist with financial reporting and internal management reporting Support entity-level analysis across development and operating structures Contribute... 

    HRB

    Bethesda, MD
    2 days ago

Do you want to receive more vacancies?

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