Financial Services Representative
New York Life
I am seeking a driven Financial Professional with strong sales skills to join our team. In this role, you'll build your own client base, uncover opportunities through proactive outreach, and deliver tailored financial solutions that help people achieve their financial goals. If you thrive in a sales-driven environment, love building relationships, and are motivated by results, this could be a perfect fit Duties Proactively engage in outside sales activities to expand your client base while prioritizing trust and long-term relationships. Take a holistic, needs- based approach listening to clients, understanding their unique goals, and recommending solutions that prioritize their financial safety and security. Provide ongoing service and support through personalized follow-ups, reviews, and clear communication to ensure clients feel informed and confident in their decisions. Accurately document and maintain client information while supporting compliance with industry regulations. Utilize multilingual skills and interpersonal skills to effectively connect with a diverse range of clients. Requirements Proven ability in sales, business development, or client acquisition, with a focus on consultative, needs- based selling. Strong interpersonal and communication skills - you listen first, then guide clients with clarity and confidence. High ethical standards and client-safety mindset, always prioritizing the client's best interests. Self-motivated and goal-oriented, with the resilience to prospect, follow-up, and grow practice over time. Strong organizational skills to manage client information, maintain compliance, and support long-term relationships. Commitment to continuous learning staying informed about financial products, markets, and regulations. Multilingual skills a plus, with the ability to connect with and serv diverse clientele. Join us in making a positive impact on our clients' financial futures while advancing your career in the finance industry! #J-18808-Ljbffr New York Life
$60k - $80k
...Northwestern Mutual is seeking Financial Representatives to join our West Hartford, CT office. this is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career...SuggestedWork experience placementWork at officeMonday to Friday- ...Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we... ...helping others build a secure future. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual,...SuggestedFull timeSummer workInternshipWork at officeLocal areaVisa sponsorshipFlexible hours
- ...Join to apply for the Financial representative role at Modern Woodmen of America . Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services...SuggestedLocal area
$24 - $25 per hour
...Personal Financial Representative Ready to make a lasting difference in people's lives? As a Personal Financial Representative, you'll play a key role in delivering exceptional service and trusted guidance to our members. This is an opportunity to build lasting relationships...SuggestedFull timeLocal area- ...Transfer Agency is responsible for providing comprehensive client service and support to clients of a global custodian firm. This role... ...The agent “Specialist” must possess strong communication skills, financial acumen, and a commitment to delivering exceptional service to...SuggestedTemporary workWork at officeMonday to FridayShift work
$83.2k - $124.8k
Sr Anlst Financial - FF08BEWe’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages... ...accounting, financial reporting, audit, advisory, transaction services, or FP&A.Has 2+ years of relevant experience in Accounting,...Full timeTemporary workWork at office3 days per week$102.8k - $154.2k
...critical role in helping one of the company's largest and most strategic investment areas make informed business decisions. As a Financial Analysis Consultant, you will partner directly with Technology leaders and Finance partners to provide financial transparency, enhance...Full timeTemporary workWork at officeShift work3 days per week$102.8k - $154.2k
...every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Financial Analysis Consultant will be a key member of the Claims Finance team, reporting directly to the Director of Claims Finance. This...Full timeTemporary workWork at office$91.1k - $179.5k
...change and join us on this transformative journey.Our Retirement & Wealth practice includes dedicated practitioners with deep financial services industry experience where we differentiate, and win based on our understanding of heart of business issues. Our team helps...Local area- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-orientedFinancial Consultantto join our team. In... ...part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven...
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$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...Work at officeWork from homeHome officeFlexible hours$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 timeInternshipLocal areaFlexible hours$48k
...Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded... ...for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition...$22.61 - $37.67 per hour
...Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers.... ...relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all...Hourly pay- ...Financial Advisor The Financial Advisor (FA) role is a three-year program with a forgivable... ...need to leverage their experience to service the unique and complex needs of TD... ...performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional...Work at office
$80k - $85k
...Financial Advisor Wealth Services At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We're seeking a Financial Advisor who will...Work at officeLocal area$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 timeInternshipLocal area- Financial Advisor (Entry-Level & Experienced Professionals) Financial Advisor (Entry-Level... ...& Investment Management - Advisory Services, Brokerage, Private Wealth Management Risk... ...00,000.00 1 week ago College Financial Representative, Internship Program Westport, CT $500.0...Full timeWork experience placementInternshipWork at officeWork visa
$110k - $130k
...boutique, family-owned wealth management firm is seeking a Certified Financial Planner (CFP) to join their growing team. This is a unique... ...eager to grow with a boutique firm that values personalized service and long-term client relationships. Location Fairfield County...Full timeLocumLocal areaRelocation$80k - $100k
Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This... ...oldest and largest wealth management and financial planning services firms in New England. Baystate Financial is comprised of a team...Permanent employment$55k - $75k
...mission to dramatically impact lives by providing families with financial stability through life's ups and downs. For over 175 years, we... ...professionals eager to build a fulfilling career in financial services while making a positive impact on clients' lives. Our...$22.61 - $37.67 per hour
...Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers.... ...relationship and transition to needs to based discussion on financial goalsIdentify financial needs of customers and present all...Hourly pay- ...POSITION SUMMARY: The Personal Banker II serves as the first point of contact for financial customers and prospects by providing a wide variety of banking services to both consumer and business customers. The Personal Banker II performs transactions, account management...Full timePart timeFlexible hours
$63k - $85k
...leading provider of loans and farm advisory services to farm, forest product, fishing, and... ...loan volume and $29 million in annual financial services revenue from 18,000 customers across... ...a relationship management capacity to represent the Association with both existing and...Full timeTemporary workPart timeLocal area$137.5k - $175k
...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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Work at officeLocal areaFlexible hoursDay shift$80k - $95k
Job title: Associate Financial Advisor Location: West Hartford, CT Status: Full Time (5 days in office) Compensation: $80,000- $95,000... ...present. Who You Are You’re early-to-mid career in financial services, with hands-on experience supporting an advisor as an...Full time- ...Job Description Job Description Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford... ...ensuring that they are receiving the highest level of customer service in line with our client service model. Growth opportunities are...
$120k - $150k
...successful $2B+ independent wealth management firm is seeking an Associate Financial Planner to join its Stamford team. The firm provides comprehensive wealth management and financial advisory services to high net worth and ultra high net worth families, with meaningful...Work at office$125k - $160k
...the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With...Full timePart timeSeasonal workWork at officeRemote work
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