Financial Services Professional
New York Life
Job Description
Job Description
The Financial Services Professional position is a client-based role where you manage your own financial practice, but have the support of a Fortune 100 company every step of the way. As a Financial Services Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to manage own your career, while being aligned with a company where hard work is valued and rewarded. New York Life offers the training and support to take you career as far as you want to, whether it's in the field or on a clear path to management. Training, Development & Benefits Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes: In conjunction with in office trainings, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!Subsidy, stipend, and bonus programsYou can read in full about all benefits* for our Financial Professional role here: have Fast Track to Management opportunities for qualified professionals once established in the career.Desired Skills and Experience Accomplished communicator with strong verbal and written skillsPrior sales and/or business experience preferredEntrepreneurial mindsetStrong desire to help othersAbility to work in a hybrid settingIt is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment. *Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to terminate benefit plans at any time for any reason. About New York Life:As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities. We have more than 175 years of industry success. Some of our accolades include:• A promise to work with you to build a strong financial future for both you and your clients• America's largest mutual life insurer and #72 on Fortune 100 in 2022• Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 12/31/2022
- ...About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity... ...and is not an hourly position We are a financial services staffing company now hiring for opportunities with Global...SuggestedHourly payFull timePart timeFor contractorsImmediate startRemote work
- ...the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life... ...opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support...SuggestedContract workWork at office
- Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures... ...to onboard a new Retirement Benefits Group (RBG) Financial Professional. People who work for public schools, colleges,...SuggestedRemote work
$40k - $65k
Join to apply for the Financial Services Professional - Raleigh, NC role at Bankers Life Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning...SuggestedFull timeWork at officeFlexible hours- A financial services staffing company is hiring for a remote Financial Professional position. This entry-level role involves building client relationships and providing financial education. Candidates are expected to work effectively in a team environment and must reside...SuggestedRemote jobFull timeFor contractors
- A leading financial services firm in North Carolina is seeking a motivated individual for the role of Financial Professional. This position focuses on educating and providing financial products to community members, including teachers and municipal employees. The ideal...
$77k - $214k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance... .... You will review and analyse financial data, prepare and file tax returns, and... ...and recommendations.Uphold and reinforce professional and technical standards (e.g. refer to...Full timeSecond jobH1b- ...platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes...Work at office
- ...Job Description ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and service Provide both teller and platform support as needed to keep... ...service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing...Work at office
$80k - $90k
...NonProfit Fiscal Management LLC (NPFM) provides outsourced financial management services to mission-driven nonprofit organizations across the... ...especially eager to connect with candidates whose lived or professional experiences reflect the communities served by our...Full timeTemporary workPart timeRemote workFlexible hours- ...Group in Raleigh, NC, is seeking an Audit Senior to lead audit engagements, mentor staff, and deliver high-quality financial reporting and client service in a hybrid work environment. The role requires 2+ years in public accounting, a bachelor’s in accounting (master’s...
- ...Senior Accountant - Financial Reporting US GAAP | Big 4 Public Accounting Experience Preferred | CPA Required | Hybrid - Raleigh, NC... ...public accounting firms Prior experience in insurance, financial services, or other regulated industries highly preferred Familiarity...
- ...Date Posted: 8/13/2026 Location: Business and Financial Services Position Type: Professional/ Accountant - Professional Job Title: Accountant - Operations Wage/Hour Status: Exempt/At-Will *Bond Funded Reports To: Chief Officer of Operations & Facilities Pay Grade/Days...Contract workFor contractorsWork at office
$90k - $110k
...role requires a thorough understanding of investment accounting principles, financial reporting, and regulatory requirements. The ideal candidate will have experience in the financial services industry and a proven track record of maintaining accurate and timely financial...Full time- ...Entry Level Retail Bank Teller FSNB is a full-service bank that has been family owned and operated for over 75 years. We are currently... ...new or want to capitalize on any previous cash handling, financial industry, customer service, sales representative experience, or...Work at officeFlexible hours
$27 - $41 per hour
...as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations... ...customers to achieve positive financial outcomes while supporting Intuit's mission... ...resources such as government websites, professional tools, and team expertise to deliver accurate...Work at officeLocal areaMonday to Friday- ...important part in the monthly close and financial reporting process. The position is... ...suited for a detail-oriented accounting professional who values precision, discretion, and well... ...~ Insurance or financial services experience is a plus ~ High level of...
- A financial services staffing company seeks an entry-level Financial Professional to work with clients online, providing education and personalized financial planning. This commission-based opportunity allows for remote work and flexible hours. Ideal candidates are hardworking...Remote jobFlexible hours
- Equitable Advisors in Raleigh, NC is seeking a Retirement Benefits Group (RBG) Financial Professional to help educators and public sector employees plan for retirement through 403(b) TSA and 457(b) programs. You will build relationships, educate clients, and prospect in...
- ...Description Job Description We’re looking for experienced financial professionals to join our team dependable team. Whether you’re looking... ...in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help....Work at office
$115.92k
...Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming an Financial Service Professional to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey...Contract work- ...the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life... ...opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support...Contract workWork at office
- ...Job Description Job Description New York Life Insurance Company is seeking seasoned financial service industry professionals to join our management team. Currently we are interviewing strong leadership-oriented individuals with a desire to help others succeed within...H1bWork at officeVisa sponsorship
- ...the backing of a Fortune 100 company that is a leader in the financial services industry. You will have the ability to work with the... ...opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support...Contract workWork at officeOverseas
$115.92k
...Authentic If the answer is yes, consider becoming a financial professional to drive positive impact in the lives of families every day... ...by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start,...Contract work$60k - $150k
...invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as... ...Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together...Full timeContract workFor contractorsWork at office- ...of a team of salespeople, who would enjoy: • Comprehensive professional training • Competitive benefits • Significant income potential... ...6 or 7 and Series 63 preferred • Previous experience in Financial Services industry required • Previous experience in Insurance industry...Work at office
$115.92k
...Authentic If the answer is yes, consider becoming a professional retirement planner to drive positive impact in the lives of... ...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start,...Contract work$175k - $227.5k
Circle (NYSE: CRCL) is one of the world’s leading internet financial platform companies, building the foundation of a more open, global... ...stakeholders and audit committees.Experience in financial services, fintech, payments, or high-growth technology companies preferred...Work at officeFlexible hours$140k - $175k
...internal audit assurance and advisory services. The Senior Audit Manager further develops... ...and expertise in specific areas of financial services and assists in line of business... ...continuing education and possibly additional professional certifications, as appropriate.10....Full timePart timeWork at officeShift workDay shift
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