Independent Financial Planning Advisor
Northwestern Mutual
Northwestern Mutual is looking for a Financial Representative for an on-site position in White Plains, NY. This full-time role offers comprehensive training aimed at helping clients achieve financial security through personalized plans. As a Financial Representative, you will meet clients, analyze their financial situations, and implement strategies for insurance and investments. A Bachelor’s degree in finance or a related field is preferred, alongside a commitment to ethical advising and continuous learning. #J-18808-Ljbffr Northwestern Mutual
$50 - $60 per hour
...expertise to help shape how AI understands financial principles and decision-making. We’... ..., Wealth Management, and Insurance Planning. Benefits: This is a full-time or... ...will handle any currency conversions from USD. This is an independent contract position....SuggestedHourly payContract workWork experience placementRemote workFlexible hours$50 - $60 per hour
...expertise to help shapehow AI understands financial principles and decision-making. We’re... ..., Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-... ...will handleany currency conversions from USD. This is an independent contract position....SuggestedHourly payFull timeContract workPart timeWork experience placementRemote work$110k - $185k
...services for affluent individuals, businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. Position Summary Global...SuggestedTemporary work- ...responsible for leading and driving company financial Budgeting, Forecasting, financial... ...variance analysis, free cash flow, operating plan, and long-range plan Support strategic... ...Self-motivated with the ability to work independently most of the time MS Office proficiency--...Suggested
$110.7k - $185.25k
...quarterly Earnings Release Ownership of all financial reporting procedures related to the... ...future timeline acceleration requirements Independently work through other various ad hoc... ...Life), Defined Contribution Retirement Plan. Qualifications Minimum Qualifications:...SuggestedWork at officeFlexible hours$145k - $160k
...hands-on finance partner to senior leadership, owning enterprise planning, forecasting, and performance analysis. This role operates independently to translate business drivers into decision-oriented financial insights, with direct impact on pricing, margin, cost...Remote work- ...to report to the Group CFO. This role involves overseeing full financials, leading forecasting cycles, and preparing management... ...preferred. This position is crucial for supporting financial operations and strategic planning. #J-18808-Ljbffr Coda Search│Staffing
$110.7k - $185.25k
PepsiCo is looking for a detailed-oriented individual to coordinate financial reporting processes in Purchase, NY. This hybrid role includes managing various SEC filings such as Form 10-Q and 10-K, and requires a Bachelor's Degree in accounting or finance and CPA certification...- A major financial institution in Armonk is seeking a Financial Advisor to help clients achieve financial goals through comprehensive advice and customized solutions. This role involves building financial plans and recommending products while maintaining regulatory compliance...
$70k - $115k
...Stanley is a leading global financial services firm providing a wide... ..., financial and wealth planning, credit and lending, cash management... ...not limited to financial advisors and their teams, asset... ...follow directions and work independently, as well as collaboratively...Full timeTemporary workWork at officeWorldwide- ...full continuum of services, inclusive of Independent Living, Assisted Living, Enhanced... ...The Fractional CFO provides high-level financial oversight and strategic guidance, working... ...Supporting financial feasibility analyses and planning efforts for expansions and major...Temporary workRemote workFlexible hours
$50 - $60 per hour
...is an opportunity to work with us as an independent contractor. We're currently... ...expertise to help shape how AI understands financial principles and decision-making. In... ...Development, Wealth Management, and Insurance Planning. Advantages of contracting with...Hourly payContract workFor contractorsWork experience placementRemote work- ...including direct support for the VP/GM. This role provides strategic financial leadership through sharp analysis, proactive insights, and... ...-functional collaboration. The position leads core financial planning processes and ensures alignment with both local and global...Work at officeLocal area
- ...WizeHire, Inc is looking for motivated individuals to join their team as Financial Representatives in White Plains, NY. This role offers a unique opportunity to build a career in finance without prior experience. Representatives will provide financial guidance, helping...Flexible hours
- ...A reputable financial services firm in White Plains is seeking a Financial Advisor to assist clients with their financial planning. Candidates should have a strong sales background, hold active FINRA licenses, and be committed to client success. The company offers extensive...Remote work
$52k - $64k
...Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US... ...solutions best suited to the retirement planning needs of Empower customers. The Consultant... ...to learn new information quickly and independently. Demonstrated experience managing multiple...16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we... ...Financial Services has been helping Americans plan for and enjoy a secure retirement for... ...of experience working as a Financial Advisor.* A proven and successful sales track record...Local areaImmediate startRemote workRelocation
$45k - $100k
...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...the home office - You'll work independently, but will have a team of thousands... ...adjust the branch business plan to increase branch...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$75k
...workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive... ...Offer solutions in insurance, asset accumulation, and retirement planning. Qualifications: • Self-motivated, coachable, and driven to...Remote workFlexible hours$130k - $160k
...Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience... ...are seeking an experienced Senior Financial Planner to join our growing team... ...maintain comprehensive financial plans for high-net-worth and ultra-high-...Work at officeLocal area$35.41 - $37.02 per hour
...community located in White Plains, NY. In this role, you will effectively manage, market, and maintain the apartment community, meet the financial objectives of the owner and management company, and comply with all applicable regulatory standards and requirements. The pay...Hourly payWork experience placementWork at officeLocal area$1,000 per month
...Northwestern Mutual College Financial Representative Internship... ...building an integrated financial planning practice from the ground up.... ...Financial Representative or Advisor role upon graduation.... ...As such, they are considered independent contractors for income tax purposes...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial... ...join our team in the greater Independence area to work plan sponsor relationships and to assist in retail wealth management...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...achieve their goals through financial planning. On your path to becoming a financial... ...owners. As such, they are considered independent contractors3 for income tax purposes,...Full timeContract workFor contractorsWork at office- ...Assisting patients with coordination of benefit/eligibility issues, financial /insurance forms/applications and arrangements. Notifies... ..., hospital billing and collection processes. Ability to work independently. Must pay attention to detail, ability to prioritize, ability...
$75k
...Financial Services Representative Are you ready to take control of your career and make... ...insurance, asset accumulation, and retirement planning. Qualifications: Self-... ...+ at plan commission About Thoroughbred Advisors - National Life Group Thoroughbred Advisors...Remote workFlexible hours- Chartwells Higher Education Dining Services is seeking a Controller for operations in Binghamton, NY. The Controller will manage all financial operations, including cash handling, reporting, budgeting, and payroll. Candidates should have a Bachelor's degree in Accounting...
$95k - $100k
...budgeted occupancy and customer retention goals Managing the financial performance of the property Creating and delivering timely... ...provide 20 days of paid time off plus holidays. Retirement planning. We offer a 401k program with a company match. Tuition...Weekend work2 days per week- ...housing owner/developer is seeking an experienced and detail-oriented Assistant Property Controller to support the accounting and financial reporting functions across a growing affordable housing portfolio. This individual will play a key role in overseeing property-level...
$50k - $70k
...Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private... ...a key part of our client advisory and planning function—working closely with the lead... ...products Respond to client inquiries and independently manage issue resolution with...Private practiceWork at officeVisa sponsorship
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