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
$60k - $150k
...Financial Advisor – Wealth Planning & Leadership Development Track North... ...Financial Planning Practice with a Defined Path to Leadership... ...veterans Consultative sales professionals Former collegiate... ...advising. Professional Background Preferred backgrounds...SuggestedFull timeWork at officeLocal area- ...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
$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- ...a strong track record in financial or consultative sales but are still waiting for... ...support at no cost to the advisor, including branding, social... ...lets you spend more time with clients and growing your business... ...follow a script Your Background We’re less interested in...SuggestedWork at officeVisa sponsorship
- ...while working in a high volume, sales environment. Evaluate new and... ...and services to support their financial success. Follow established policies in accordance with the bank and the supervisor’s direction... .... Must successfully pass background investigation according to company...SuggestedWork experience placementWork at officeFlexible hoursAfternoon 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- ...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...
- ...country or region. The incumbent must demonstrate strong financial and business acumen. Interface with and influence senior level management within company.... ...compliance at local and regional levels. Support sales team in new business support activities that includes...Temporary workLocal area
- ..., 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...
$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 at officeWork from home- ...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
- ...the Ownsby Farms branch to drive branch sales and customer engagement. You will acquire... ...customers on digital tools, and collaborate with partners to grow wallet share. Successful... ...degree or equivalent, and must pass background checks per CFPB regulations. The position...Work at office
- ...to serve as the primary contact for customers, helping match needs with bank products and services while delivering exceptional service. You will help open accounts, handle transactions, and support sales initiatives in a community-focused environment. The role...
- ...Union in McKinney, TX is expanding with a brand new branch and is... ...accuracy, and contribute to meeting sales goals while delivering a... ...sales service experience, with background and drug screening steps noted. Join a member-owned financial institution serving the Dallas...Full time
- ...our Hardin Blvd branch. You will interact with members face-to-face, process... ...accuracy, and help meet and exceed branch sales goals. The role requires a high school diploma... ...handling and customer service experience, with background and credit checks completed as part of...Full time
$136.5k - $253.5k
...Acquisition Sales Specialist - AI Solutions The Acquisition... ...superior product knowledge Work with organizations (Order... ...resources for mental, physical, and financial wellbeing. Culture:... ...business, we rely on the unique backgrounds, perspectives, and experiences...Work at officeLocal areaFlexible hours- ...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. #J-18...
- ...common purpose to help make financial lives better through the power... ...perspectives individuals bring from all backgrounds and career paths - whether... ...build a successful career with opportunities to learn, grow,... ...services industry or sales experienceSkills:Client Experience...Full timeTemporary workWork at officeMonday to FridayFlexible hoursRotating shiftDay shift
- ...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
$75k - $90k
...Job Description Job Description As a Financial Services Representative at NYL - DFW, you... ...financial strength and stability that comes with being part of New York Life, a firm... ...standard of excellence for life insurance sales performance in the insurance and financial...Flexible hours- ...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...
- ...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$120.56k
...force or shortcuts. We operate with a vision rooted in flow:... ...organization. Previous Experience: Background in teaching and coaching,... ...-building experience into financial services. Passionate About... ...Mark Kissinger, Financial Advisor: Time with New York Life:...Work at officeLocal areaWork from homeFlexible hours- ...Associate Financial AdvisorThis job posting is anticipated to remain... ...where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada,... ...experience, or a background in financial services, sales, or a field that has developed...Temporary workFlexible hours
- ...common purpose to help make financial lives better through the power... ...perspectives individuals bring from all backgrounds and career paths - whether... ...build a successful career with opportunities to learn, grow,... ...services industry or sales experience Skills Client Experience...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- Tundra Technical Solutions is looking for a Virtual Financial Consultant to provide impactful financial advice to retirement plan participants... ...This hybrid role in Frisco combines virtual client engagement with in-office collaboration. Qualified candidates should have 3+...Work at office
- New York Life in Frisco, TX seeks a Financial Services Representative to empower individuals and families to achieve their financial dreams. You will join a team celebrated for strength and trusted across the nation, building strong financial futures for clients and yourself...Flexible hours
$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day ago... ...of our growing Empower Personal Wealth sales team, providing support to our customers... ...Focus on deepening customer’s relationship with Empower What You Will Bring Bachelor's...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$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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