EntryLevel Financial Service Professional
$60k - $100kNYL Nassau-Suffolk Region
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, and prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-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 amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Responsibilities: • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor Qualifications: • Must possess uncompromising integrity and the ability to communicate complex ideas • Must have the ability to successfully network and prospect for new clients • Relationship management skills are required Compensation: $60,000 - $100,000 yearly
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Compensation:
$60,000-$100,000 per year
$125k
...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 start- ...Description Licensing and training provided Join us at New York Life, where we empower you to grow as a Financial Services Professional. You'll advise clients, helping them make informed, profitable decisions to achieve their financial goals. We provide the resources...SuggestedStart working today
- ...Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment... ...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 start
- ...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will... ...who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial...Suggested
- ...Job Description Job Description Career Description: Financial Professionals work with clients to identify, outline and achieve their financial... .... We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial...SuggestedHome office
$60k - $100k
...Description Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity,... ...you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services...Full timePart timeImmediate start$100k - $150k
...Description Job Description Licensing and training provided Join us at New York Life, where we empower you to grow as a Financial Services Professional. You'll advise clients, helping them make informed, profitable decisions to achieve their financial goals. We provide...Start working today$100k
...Job Description Job Description Job Title: Financial Services Professional & Investment Advisor - Launch Your Successful Career at New York Life Insurance Company : New York Life Insurance - A well-respected and longstanding leader in the insurance and financial...Full timeWork at office$100k
...seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide... ...allowance and performance-based incentives Company-sponsored professional development opportunities Sponsorship for required...Flexible hours- ...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
$66.42k - $79.7k
...routine accounting functions: prepares internal and external financial reporting (i.e. National Credit Union Administration (NCUA) Form... ...Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024. As a credit union, our vision is to enrich...Temporary workFlexible hours$100k
...ARMStrong Insurance Services is the leading and most trusted name in the world of debt recovery and financial solutions. With a track record of excellence and reliability, we have proudly served businesses across various industries for decades, ensuring efficient B2B collections...Weekly payLocal areaImmediate startRemote workWork from homeHome office2 days per week3 days per week$225k - $250k
...President, Controller Reports to: Chief Financial Officer Position Summary: The... ...oversight of key third-party financial service providers across a multi-state... ...managing accounting organizations of 20+ professionals strongly preferred ~ Big 4 public accounting...Full timeTemporary workRelocation packageFlexible hours$85k - $100k
...firm, is proud to celebrate 30 years of service excellence. As a GSA Contract holder,... ...career and look forward to supporting your professional growth. Location: Melville, NY or... ...the Firm: My client is a fast-growing financial services advisory firm specializing in...Full timeContract workSummer workLocal area3 days per week$72.28k - $108.16k
...TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program... ...need to leverage their experience to service the unique and complex needs of TD Wealth... ...TD Wealth to the general public in a professional manner Is involved in the community...Work at officeLocal areaWork from homeFlexible hours$100k
...About the Role We’re looking for a motivated, people-focused professional to join our growing financial services team. This is a great opportunity for someone who enjoys building relationships, helping others, and wants the chance to grow both personally and professionally...Flexible hours$100k
...seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide... ...allowance and performance-based incentives. • Company-sponsored professional development opportunities. • Unlimited potential for...Permanent employmentTemporary workWork at officeLocal areaRemote work$45k - $100k
...Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors... ...law. Company Description Join a financial services firm where your contributions are valued. Edward...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Solutions Advisor Registration Candidate - Central Long Island Market Melville, New York To proceed with your application... ...client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and...Temporary workWork at officeMonday to FridayShift workDay shift
- ...Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary... ...advice, counsel and/or facilitating services to others in area of specialization. Work... ...PWM and Retail bank through the use of financial planning and excellent discovery and profiling...Work at office
$32k
...work. What You’ll Do FourLeaf Financial Group Advisors work with members on a long... ...genesis, providing financial services and products based on current and future... ...trust and sincerity. Our advisors are professionals maintaining specific training, licensing...Base plus commissionFlexible hours$77k - $214k
...Up to 20% At PwC, our people in tax services focus on providing advice and guidance... ...regulations. You will review and analyse financial data, prepare and file tax returns, and... ...recommendations. Uphold and reinforce professional and technical standards (e.g. refer to...Full timeH1b- ...provides institutinal asset management and retirement plan service. Other New York Life affiliates provide an arra of... ...institutional and retail mutual funds. Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build...Work at officeLocal areaFlexible hours
$66.56k - $99.32k
...TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth... ..., planning and day to day account servicing. The FAA will rely on relationship building... ...TD Wealth to the general public in a professional manner Demonstrates involvement in...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale-not settle. We deliver a distinctive experience that blends growth opportunity with deep support-helping advisors build...Flexible hours- ...Financial Professional Opportunity Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined... ...and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must...
- ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Jovia Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated...Work at officeLocal area
- ...About Us At WealthBridge Financial Group, we help individuals, families, and business... ...to join our growing team as Financial Professionals. In this role, you will work closely with... ...goal-oriented Interest in financial services, wealth management, or business...Flexible hours
- ...Financial Advisor The Wealth Alliance is an SEC-registered investment advisory firm... ...in 2019 and currently employs over 30 professionals, including Certified Financial Planners... ...management analysts, and a top-tier team of service professionals. The Wealth Alliance...
$64.29k
...specifically stated otherwise, this role is "On-Site" at the location detailed in the job post. This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling...Contract workWork experience placementWork at office
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