Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

$60k - $200k
Full-time

New York Life, Coelho Group — Bridgewater Careers

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, as well as 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
Compensation:

$60,000 - $200,000

Responsibilities:
  • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
  • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
  • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
  • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
  • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
Qualifications:
  • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
  • Strong relationship management skills and/or experience required
  • Ability to successfully network to prospect new potential clients is a must
About Company

Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from 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 68 Consecutive years, we have led the Million Dollar Round Table 2, with more members than any other financial institution in the world.

#WHINS2

Compensation details: 60000-200000 Yearly Salary

PId5a068f4c58a-37344-41153316

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Bridgewater, MA vacancy
  • $60k - $200k

    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... 
    Suggested
    Full time
    Part time
    Immediate start

    New York Life, Coelho Group — Bridgewater

    Bridgewater, MA
    9 hours ago
  •  ...Experienced Financial Advisor Build the Business You've Always Envisioned Remote / Hybrid Opportunities Available You've Built a Career. Now Build a Legacy. The most successful financial advisors eventually want more than production. They want greater autonomy. They want... 
    Suggested
    Work at office
    Remote work

    Career Headhunter LLC

    Bridgewater, MA
    2 days ago
  •  ...Financial Advisor Associate Training, Mentorship & Licensing Support Provided Remote / Hybrid Opportunities Available Launch a Business. Build a Career. Create a Legacy. Most people spend their careers building someone else's dream. At One Legacy Financial Group , we believe... 
    Suggested
    Work at office
    Immediate start
    Remote work

    Career Headhunter LLC

    Bridgewater, MA
    1 day ago
  • $42 per hour

     ...Description 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... 
    Suggested
    Full time
    Part time
    Immediate start

    New York Life Insurance Company

    Bridgewater, MA
    5 days ago
  • $61k - $119k

     ...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused... 
    Suggested
    For contractors
    Work at office

    Northwestern Mutual

    Rockland, MA
    4 days ago
  •  ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide... 

    Voya Financial

    Middleborough, MA
    4 days ago
  • $60k

     ...Financial Advisor The Financial Advisor plays a crucial role in providing comprehensive financial guidance and investment advice to our valued clients. This expertise helps clients make informed decisions about their financial goals, investment strategies, retirement... 
    Local area
    Flexible hours

    South Shore Bank

    South Weymouth, MA
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Rockland, MA
    2 days ago
  •  ...Bank of America is seeking Financial Advisors for their Merrill Advisor Development Program in Bridgewater, MA. This role focuses on working with high-net worth individuals to identify needs and develop investment strategies to meet client goals. Join a team dedicated... 

    Bank of America

    Bridgewater, MA
    1 day ago
  • $99k

     ...Job Description At NYL - Patrick Piscitelli, we're passionate about empowering individuals and securing financial futures. As a Bilingual Financial Advisor, you'll be a vital part of our mission, using your linguistic skills to connect with a diverse range of clients... 
    Flexible hours

    NYL - Patrick Piscitelli

    Bridgewater, MA
    28 days ago
  • $80k - $100k

     ...Job Description Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and...  ...financial products Hire, develop, and help us expand our field of advisors across the state Lead and motivate our sales team by... 
    Full time
    Part time
    Immediate start

    NYL - Patrick Piscitelli

    Bridgewater, MA
    28 days ago
  •  ...What you will do: Your upbeat and enthusiastic demeanor will shine as you engage with customers, providing them with valuable financial education and guiding them through our range of banking products and services tailored to their needs. A typical day will have you... 
    Work at office
    Local area

    North Easton Savings Bank

    East Bridgewater, MA
    3 days ago
  • $95k - $105k

    Position Summary The Senior FP&A Analyst provides comprehensive Financial Planning & Analysis (FP&A) support for the Holistic Health business unit, including brands such as Nature’s Bounty, Osteo Bi-Flex, GARD, Ester-C, Puritan’s Pride, and Nuun. Reporting to the FP&A Director... 
    Work experience placement
    Flexible hours

    Nestlé Health Science

    Bridgewater, MA
    4 days ago
  • $80k - $100k

     ...Bluestone Bank is built. We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether our customer’s unique needs include finding a safe place to grow their savings, financing their next home,... 
    Bank staff
    Work at office
    Local area
    Immediate start

    Bluestone Bank

    Norton, MA
    9 hours ago
  •  ...Signature Healthcare’s Brockton Hospital is hiring for a Financial Counselor in Brockton, MA. Our recently renovated Brockton Hospital is a modern healthcare facility with a focus on superior patient care and safety. Following extensive renovations, the hospital is equipped... 

    Signature Healthcare Brockton Hospital

    Brockton, MA
    4 days ago
  • $17.84 - $26.51 per hour

    Patient Access Coordinator Under the direction of the Manager of Patient Access, identify and coordinate assistance to underinsured and uninsured patients through screening and referral to MassHealth Counselors or Patients Accounts. Collect deposits for patient liability...
    Contract work
    Fixed term contract
    Work at office
    Flexible hours

    BMC Software

    Brockton, MA
    3 days ago
  •  ...Job Description Job Description We’re looking for experienced financial professionals to join our team dependable team. Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there... 
    Work at office

    New York Life

    Bridgewater, MA
    3 days ago
  •  ...Description Job Description We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change...  ...the insurance and financial services industry. Financial Advisors offer investment advisory services through Eagle Strategies... 
    Work at office

    New York Life

    Bridgewater, MA
    2 days ago
  • Position Title: Senior Teller Status: Full Time Location: Bridgewater, MA Summary: The Senior Teller is responsible for overseeing the daily operations of the teller line staff, while ensuring all compliance requirements are met. They are also responsible...
    Full time
    Work experience placement
    Night shift

    Mechanics Cooperative Bank

    Bridgewater, MA
    1 day ago
  • $80k - $135k

     ...Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that... 
    Full time
    Work experience placement
    Local area

    Berkeley Research Group

    Holbrook, MA
    2 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Full time
    Internship
    Local area

    Unavailable

    Rockland, MA
    1 day ago
  • $120k - $185k

     ...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors...  ...your network with clients to become a trusted and reputable advisor Qualifications: ~ Bachelors degree or degree... 
    Full time
    Work experience placement
    Local area

    Berkeley Research Group

    South Weymouth, MA
    2 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Rockland, MA
    2 days ago
  • About this Role The Portfolio Manager is a critical operational role responsible for executing daily portfolio management and trading activities for AIM's sub-advisory clients. Working under the supervision of the Director, Head of RIA Portfolio Management, you will manage...
    Work from home

    Apex Fintech Solutions LLC

    Bridgewater, MA
    5 days ago
  • $70k - $100k

     ...Bluestone Bank is built. We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether our customer’s unique needs include finding a safe place to grow their savings, financing their next home,... 
    Work at office
    Local area
    Remote work

    Bluestone Bank

    Raynham, MA
    9 hours ago
  •  ...A growing firm based in Bridgewater, NJ is seeking a Senior Financial Analyst to join its leadership-oriented finance team. This individual...  ..., customer profitability, and project ROI. Serve as a trusted advisor to leadership, providing financial insight that influences... 

    FirstPRO

    Bridgewater, MA
    3 days ago
  • $95.36k - $150.47k

    ## Senior Financial AnalystPresenta candidaturaposted on: Offerta pubblicata oggijob requisition id: R-34172*Prysmian is the world leader in the energy and telecom cable systems industry. Each year, the company manufactures thousands of miles of underground and submarine... 
    Local area

    Prysmian Group

    Bridgewater, MA
    1 day ago
  • $65k - $90k

     ...West Center St, West Bridgewater · Financial Reporting Professional Full Time 40 Hours only , Days 1st Shift , mon-friday 8-4:30 Hours/Pay Period: 80 Responsibilities Maintains the variance reporting structure and enhancements as needed to achieve the needs of the organization... 
    Full time
    Day shift

    Signature HealthCARE

    West Bridgewater, MA
    3 days ago
  • $60k - $75k

     ...advances in eye health, and we believe we are well positioned to continue leading the advancement of eye health in the future. The Financial Analyst, Corporate FP&A, is a key member of the finance organization, supporting core financial planning and analysis activities,... 
    Temporary work
    Work visa

    Worklane GmbH

    Bridgewater, MA
    5 days ago
  • $100k - $115k

    Soni is partnering with a growing global organization seeking a Financial Analyst to support FP&A, financial reporting, budgeting, forecasting, and business partnership. This role is ideal for someone who has strong accounting fundamentals, solid analytical skills, and... 

    SONI

    Bridgewater, MA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!