Financial Services Professional
New York Life
Job DescriptionJob DescriptionThe 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
- ...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
$115.92k
...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,... ...your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and...SuggestedContract work- ...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 training, access to mentors, and a workday that can be built around your lifestyle....SuggestedWork at officeFlexible hours
$60k - $100k
...Launch a Career with Long-Term Potential. Financial services offers something few careers can: the opportunity to own your future, build... ...establish the foundation for a successful career. As a financial professional, you'll work with individuals, families, and business...SuggestedRemote workFlexible hours- ...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...SuggestedWork at office
- ...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
- ...ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and service Provide both teller and platform support as needed to keep client wait... ...service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing...Full timeWork at office
- ...relationships, including loans, deposits, treasury and digital services, and appropriate referrals. A Business-Mortgage Banker also... ...term loans, and commercial real-estate loans. Obtain and analyze financial statements, tax returns, cash flow, collateral, guarantor...Full timeContract workWork at office
- ...About Us Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers...Part time
- Count On Us Controller Services provides customized outsourced accounting, controller, and financial management services to nonprofit organizations, government agencies, and service-based businesses. Our team serves as a trusted financial partner to clients by delivering...Full timeWork at officeRemote work2 days per week
- ...Assist with month-end and quarter-end financial close and reporting processes Complete... ...considered. Experience in banking, financial services, or public accounting is a plus.... ...maintaining confidentiality and exercising sound professional judgment. This position also requires...Contract workInternshipFlexible hours
- ...desire to join a great team dedicated to providing outstanding care and service to our residents. The Staff Accountant is responsible for data entry, clerical support duties, and assisting the Financial Services Director in the day-to-day coordination and operation of the...Full timePart time
$115.92k
...disciplined Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of... .... 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- ...Financial AdvisorAt Pinnacle, our goal is to create an atmosphere where people become fully... ..., and Discipline. We hire experienced professionals who understand the industry and provide... ...who demonstrate a passion for client service. People who understand that distinctive...Work at office
$18.65 - $19.9 per hour
...5 - $19.90 based on experience The Opportunity: The Financial Counselor (FC) role is responsible for the review of benefits and... ...has been applied) and meeting assigned daily point of service (POS) collection goals. ~ Carry out notifications to recently...Price work- ...excellent opportunity for an experienced audit professional who enjoys understanding how a business... .... What You'll Do Lead operational, financial, compliance, regulatory, third-party,... ...audit, risk, compliance, financial services, or another relevant discipline Experience...
- ...supporting the integrity, accuracy, and timeliness of the company’s financial reporting and accounting operations across multiple entities.... ...accuracy. Qualifications and Experience Education & Professional Background Bachelor’s degree in accounting or finance...Interim roleWork at officeRemote work
- ...provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance... ...products, as well as mutual funds. Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Whether you...Work at officeFlexible hours
- ...POSITION SUMMARY: Works closely with Financial Aid to post anticipated and actual aid... ...acceptance and reporting. Support Student Services Hub counter functionalities.... ...key accuracy ~ Good people skills ~ Professional in appearance and presentation ~ Effective...Work at officeLocal area
- ...POSITION SUMMARY: Works closely with Financial Aid to post anticipated and actual aid... ...acceptance and reporting. Support Student Services Hub counter functionalities.... ...reconciliation procedures ~10 key accuracy ~ Professional in appearance and presentation ~ Effective...Full timeWork at office
- ...help clients work toward their long‑term financial goals. They should be comfortable... ...provide them information about the financial services their families could utilize... ...financial representatives are "hometown" professionals who manage their own branch offices and...Work at officeLocal area
$70k - $80k
We are seeking a professional and experienced Audit Manager in Greenville, SC to lead and enhance... ...audits of external partners, vendors, service providers, and related third parties... ...in audit, risk management, compliance, financial services, banking, debt collection, or...Permanent employmentFull time- ...currently seeking a Tax Senior Associate to join our Business Tax Services practice. Responsibilities:Provide tax compliance and... ...experienceBuild and manage client relationshipsManage teams of tax professionals and assistants working on client projectsAdvise clients and...Local area
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard...Full timeInternshipLocal areaFlexible hours- ...beginnings in the 1930s to becoming a trusted financial partner across the South and beyond -... ...The Universal Banker serves as a full service, single point of contact in the branch... ...this position. Presents a neat and professional personal appearance, in accordance with...
- ...Job Title Essential Duties And Responsibilities Sales and service Provide both teller and platform support as needed to... ...service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing...Work at office
- ...offers being made for May 2027*** What does it mean to be a Financial Accountant at GLS? As a Financial Accountant, you will be... ...picture of the organization at a high-level High level of professional maturity; verbal and written communication skills necessary...Temporary workCasual workLocal areaImmediate startMonday to FridayAfternoon shift
- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern... ...need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well...Local area
- A healthcare organization in South Carolina seeks a Finance Analyst to support financial operations within the service line. This role involves preparing financial reports, developing annual budgets, and providing financial insights to leadership. Candidates should hold...
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