Financial Advisor with Sales Background
$120.56kBarr District - New York Life
Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Barr District - New York Life, we believe growth should be intentional, aligned, and built to last. Our mission is to build momentum by identifying real potential, restoring ownership, and creating clear paths forward so the right people grow the right way, without force or shortcuts. We operate with a vision rooted in flow: where individuals understand their capabilities, standards are clearly defined, and progress feels aligned rather than pressured. By building systems and relationships designed to compound over time, we create a foundation for long-term professional success and meaningful client impact. Meet Our Team: Brooks Barr, Partner: Time with New York Life: 8 years of leadership and development within the organization. Previous Experience: Background in teaching and coaching, bringing mentorship and team-building experience into financial services. Passionate About: Spending time with family, following the Texas Rangers, college football, and being active in church. Mark Kissinger, Financial Advisor: Time with New York Life: 8 years of experience serving clients and growing his practice. Previous Experience: Worked in an Allstate office, gaining foundational experience in insurance and client service. Passionate About: Coaching rugby, spending time with family, and traveling. Andrew Austin, Financial Advisor: Time with New York Life: 1 year of building his career in financial services. Previous Experience: Worked in a call center at TIAA, developing strong client communication and service skills.Passionate About: Spending time with family, cruising, playing pickleball, and giving back to the community. Robert Silva, Agent: Time with New York Life: 2 years of developing his practice and client relationships. Previous Experience: Worked in the restaurant industry waiting tables, building strong interpersonal and customer service skills. Passionate About: Securing his family’s future, working out, and spending time with loved ones. You may be a strong fit if you: Have prior sales, management, or business development experience. We invest heavily in training and development. Have previously run your own business Hold an MBA or other advanced degree This opportunity is ideal for individuals who are: Ambitious, competitive, and results-driven Coachable and growth-minded Natural leaders or aspiring leaders Comfortable being accountable for outcomes Motivated by building and leading others Benefits and Compensation: Benefits: Includes Medical, Dental, Vision, Life, and Long-Term Disability Insurance.* 401(k) Savings Plan: Help secure your future with a robust 401(k) offering.* Defined Benefit Pension Plan: Monthly payments based on earnings and years of service.* Competitive Compensation: In 2024, the average income for Financial Professionals was $120,555.** Career Growth: Access to industry-leading training, certifications, and career development resources. Professional Development: We provide world-class training, ongoing mentorship, and advanced certifications, helping you grow in your role and build your career. Work-Life Balance: Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients. *This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern. Flexible work from home options available. #J-18808-Ljbffr Barr District - New York Life
- ...while working in a high volume, sales environment. * Evaluate new... ...and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s... ...holidays * Must successfully pass background investigation according to...SuggestedWork experience placementWork at officeFlexible hoursAfternoon shift
$50k - $60k
...Job Description Position Title: Financial Advisor Reports to: Partner Department: Sales Location: 6404 International... ...make sure clients are on track with their goals · Reviewing client... ...required · Have a satisfactory background check and a clean compliance record...SuggestedFull timeWork at officeNight shift- Join to apply for the Financial Advisor role at Ameriprise Financial Services... ...your career in a role with meaningful work? Do you want... ...engage for referrals. Showcase a background in building strong... ...and developers Risk managers Sales and marketing professionals...SuggestedFull timePart timeWork experience placementLocal area
- ...purpose to help make financial lives better through the... ...bring from all backgrounds and career paths - whether... ...build a successful career with opportunities to learn... ...a Financial Solutions Advisor Stage I (FSA I), your... ...services industry or sales experienceSchedule: Monday...SuggestedFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda,... ...Tucson, Arizona To proceed with your application, you must... ...represents an array of different backgrounds and bring their unique... ...balancing investment management, sales activities and new client...SuggestedWork at officeShift workDay shift
$45k - $100k
...applicants. Join a financial services firm where your... ...where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and... ...experiences and professional backgrounds. We value an inclusive... ...services and/or sales experience Financial...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ..., etc.), and software. More specifically with equipment, NCS provides tunnel equipment,... ...operates numerous Distribution Centers and has sales/HQ offices across N. America, with its... ...SUMMARY NCS is looking for a key financial planning & analysis (FP&A) senior analyst...
- ...profitable growth through pricing and revenue analytics while providing financial reporting and operational support. The ideal candidate will... ...’s degree in a related field and strong analytical skills, with experience in B2B environments preferred. This position offers...
- ...firm has built a client-first, fee-only investment model with a clear separation between sales and client service—so you can do the work you were... ...re Looking For 1+ years of client-facing experience in financial services Series 65 (or ability to obtain shortly after...Visa sponsorship
- ...graduate opportunities rarely give you a Financial Professional (Agent) opportunity that... ...own book of clients, but provide clients with insurance options and customer service.... ...looking for people who possess the following background/characteristics: • *4-year degree * • *...Local area
- ...payment of cash, while working in a high volume, sales environment. Follow the established policies in accordance with the bank and the supervisors direction.... ..., weekends, and holidays. Must successfully pass background investigation according to company policy....Work at officeFlexible hoursAfternoon shift
- ...technology company, we’re a force for good in financial services. We’re redefining how community banks and credit unions connect with the people they serve. Our mission is... ...highly skilled and strategic Financial Analyst Advisor / Finance Business Partner to lead FPA...Full timeWork at officeLocal areaAfternoon shift
$120.56k
...Track Management Opportunity with Barr District – New York Life... ...significant professional and financial growth potential. Meet Our... ...organization. Previous Experience: Background in teaching and coaching,... ...Mark Kissinger, Financial Advisor: Time with New York Life:...Work at officeWork from homeFlexible hours- ...comprehensive onboarding program, focusing on consultative sales processes to meet customer needs. The banker will engage in... ...should have a college degree or relevant work experience, with preferred financial industry exposure. The job offers competitive compensation...Work experience placement
$24.5 per hour
...Credit Union - a $2.4 billion financial institution that is member-... ...monthly incentives as the primary sales contact within your branch.... ...union - each day you work with members to determine their financial... ...pass a credit check, background check and drug screen. Salary...Full time- ...Plano, Texas. This full-time position involves achieving sales by promoting bank products, processing transactions,... ...maintaining accounts. Candidates should have a strong background in sales or customer service, with a minimum of 3 years of experience or relevant...Full timeLocal area
$136.5k - $253.5k
...Acquisition Sales Specialist - AI Solutions The Acquisition... ...superior product knowledge Work with organizations (Order... ...Specialist - AI Solutions if your background includes: Minimum of 2 years... ...for mental, physical, and financial wellbeing. Culture: Globally...Work at officeLocal areaFlexible hours- ...Job Title: Financial Advisor (Early Career / Entry-Level) Location: Flexible / Hybrid / Remote Options Available Compensation... ...Overview Are you early in your career and looking for a path with real income potential, professional growth, and meaningful impact...Immediate startRemote workFlexible hours
$100k
Financial Advisor - K-12 Retirement Specialist (403b/457b) Job Details: 1099 | Commission... ...and mentorship Independence With Support: • Control your schedule and... ...to obtain quickly • Clean background and E&O coverage • Proven sales record with consultative approach...Full timePart timeWork at office$10k
...developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to...Work experience placementWork at officeWork from home- ...Credit Union in Allen, TX is seeking a Financial Services Representative to serve... ...This role offers monthly incentives as a sales-focused team member. Requirements include... ...Loan Originator (MLO) certification, with standard background and drug checks. #J-18808-Ljbffr Texans...
- Baylor Scott & White Health is seeking a skilled finance professional to support senior management with financial analyses, budgeting, and variance reporting. The role emphasizes driving cost efficiency and revenue opportunities while maintaining high data integrity and...
- ...Convenience Bank in Frisco, Texas, is seeking a dedicated customer service representative to provide exceptional service in a high-volume sales environment. Candidates should have a high school diploma and some retail or customer service experience. Responsibilities include...Flexible hoursAfternoon shift
- ...Modern Woodmen of America Launch your financial services career with an organization that positively... ...dedicated to helping individuals from all backgrounds achieve their financial goals. They... ...Finance, Business Development, and Sales Industries Financial Services,...Full timeLocal area
- McAfee is seeking a Finance Analyst to provide financial modeling, data analytics and strategic support to Sales organizations. This hybrid role is based in Frisco, TX with on-site requirements typically 1-4 days per month. You will own financial analyses, scenario planning...Contract work
$47k - $66.7k
...Financial Services Consultant Every worker deserves a secure retirement... ...to help educators retire with dignity, today we're a market... ...destinations including sales, learning, talent management... ...screening, including a Credit Report background check. Interview will be...Hourly payWork experience placementWork at office- ...Bank Of America Financial Advisor At Bank of America, we are guided by... ...individuals bring from all backgrounds and career paths - whether shaped... ...build a successful career with opportunities to learn, grow... ...service industry and/or a sales environment where goals were...Temporary workWork at officeMonday to FridayFlexible hours
- ...Financial Reporting Supervisor Headquartered in Englewood Cliffs... ...America, Inc. (SEA), the U.S. Sales and Marketing subsidiary, is... ...closing activities by assisting with the SAP Controlling (CO)... ...Skills and Qualifications Background/Experience to qualify for this...
- A leading financial services firm based in Plano, Texas, seeks a motivated individual to generate clients and build relationships. Responsibilities... ..., a network of contacts, and a strong client service background. Required licenses must be obtained within 150 days of hire,...
$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day ago... ...retirement goals, is a self-starter with excellent organizational skills and has a... ...this position in the location listed. Non-sales positions have the opportunity to participate...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours
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