Financial Services Pro - Insurance & Wealth Planning
Gliseljimenez
Glisel Jimenez - State Farm Agent is seeking a Financial Services Representative to market and educate customers on financial options, risk management, and insurance solutions. This role emphasizes a sales-minded, consultative approach within a supportive agency team. You will identify client needs, conduct financial reviews, and maintain regulatory compliance while proactively pursuing new business opportunities and building lasting relationships. Bilingual Spanish is a plus. #J-18808-Ljbffr Gliseljimenez
$80k - $125k
Wealth Management Consultant Saybrus Partners is a nationwide insurance distribution organization that partners with financial professionals to address clients’ needs... ...estate, and business planning, as well as protection... ...in financial services sales (wholesale or...SuggestedLocal area- Saybrus Partners is seeking a Wealth Management Consultant to drive national life insurance distribution strategies by partnering with financial professionals and broker/dealers. The role... ...strong emphasis on estate and retirement planning. Great compensation with...Suggested
$22.05 per hour
...qualified candidates for a Financial Advisor position in... ...largest mutual life insurance company in the United... ...protection, retirement planning, and investment solutions... ...protection, and wealth accumulation. This role... ...building, and financial services. This position is located...Suggested- ...to join our Consumer Community Banking, Wealth Management Internal Audit team. This is... ...develop and execute the annual audit plan, manage audit engagements, oversee and... ...experienceBachelor's degree (or relevant financial services experience)Experience with internal audit...Suggested
$61.5k - $98.3k
...global leader in innovative wealth management, asset servicing, asset management and... ...With more than 135 years of financial experience and over 24,00... ...audit engagements from planning through reporting Analyze... ...caregiver leave, life & accident insurance, and other voluntary and...SuggestedH1bWork at officeWork from homeWorldwideFlexible hours$68k - $160k
Vice President, Auditor, Markets and Wealth Services At BNY, our culture allows us to run our... ...growth and success. As a leading global financial services company at the heart of the global... ...of audit project execution including planning, fieldwork, and reporting in accordance...Temporary workWork experience placementWorldwideFlexible hours- ...delivering exceptional service to our customers and... ...mission to serve the financial needs of our customers... ...the client’s financial planning and investment objectives... ...with other Wealth Advisors, Retail Market... ...Care) Life and AD&D Insurance Disability Plans Life...Work at officeFlexible hours
- ...industry together. Schwab Wealth Advisory is a fee based, non... ...on trust, personalized service, and Schwab’s disciplined approach... ...helping deliver customized financial planning support and address... ...Health, dental, and vision insurance What’s in it for you:...Work at office
- Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees...Local area
$90k - $120k
...• deliver a full suite of retirement plan consulting services, including fiduciary investment advice... ...cross‑sell opportunities within Workplace Wealth Solutions• develop a deep... ...proactive recommendations• collaborate with Financial Advisors supporting retirement plan relationships...Full timeFlexible hours- ...extraordinary customer service while maintaining a... ...solutions to meet their financial needs. As a Private Client... ...in J.P. Morgan Wealth Management, you will be... ...Advisors with ongoing wealth planning for clients and... ..., and Life and Health Insurance license must be obtained...
- As an associate wealth advisor, you will work directly with... ...comprehensive wealth plans that include a coordinated financial strategy that aligns with... ...money manager programs, insurance and financial planning Previous... ...(eMoney, MoneyGuide Pro) Highly effective interpersonal...
$65.6k - $92.68k
## Wealth Advisor (Wealth Management - Premier... ...that transforming financial lives starts by... ...client practice team servicing Empower clients.... ..., strategic planning conversations within... ...tasks simultaneously; pro-active self-... ..., vision and life insurance* Retirement savings...Remote job16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$75k - $85k
## Associate Wealth AdvisorApplylocations: West Hartford... ...to work with a planning centric team dedicated... ...participation in the financial planning process. Responsibilities... ...of tax, estate, and insurance planning* Develops a... ...management platform* Service as the day-to-day...Work at officeLocal areaRemote work2 days per week- United Insurance in Bangor, ME is seeking a Financial Advisor to deliver personalized wealth management strategies to a diverse client base.... ...on investments, retirement planning, and risk management, and work... ...closely with the Financial Services Department. You should have...
$142.6k - $261.5k
...is a global leader in serving the financial services marketplace and the only... ...across Banking and Capital Markets, Wealth and Asset Management and Insurance to address strategic, operational... ...facilitating daily scrums, sprint planning, backlog prioritization, retrospectives...Work experience placementSummer holidayFlexible hours$87.4k - $123.4k
## Private Wealth Advisor - Miami/Orlando FloridaApplyremote... ...that transforming financial lives starts by giving... ...client practice team servicing Empower clients.In... ...thoughtful, strategic planning conversations within your... ..., vision and life insurance* Retirement savings -...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- Empower LLC is seeking a Wealth Advisor to deliver a high-touch client... ..., focusing on onboarding, planning, and investment strategy for... ...team to drive personalized financial guidance and proactive relationship... ...4+ years in financial services, FINRA registrations, and strong...Remote job
$75k - $110k
...families by providing personalized financial plans that uncover opportunities... .... As a leading financial services company, we manage $265... ...over $1.8 trillion in life insurance, and offer an array of products... ...futures and ensure holistic wealth management. Diversity is central...Full timeContract workTemporary workWork experience placementWork at officeMonday to FridayFlexible hours- A leading financial services firm in Brooklyn is seeking a Private Client Advisor in Chase Wealth Management. This role involves offering comprehensive financial planning and investment solutions to a diverse range of clients. Ideal candidates will have at least 2 years...
- ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting... ...existing investments and insurance solutions from retail... ...products and financial planning Core Competencies:...Work at officeLocal area
$141.98k - $167.04k
...Union is looking for a Wealth Manager who will be... ...responsible for supporting the planning, organization, and... ...growing sales and services provided through offering... ...Credit Union and CUSO Financial Services. Develop and... .... California Life Insurance. The ideal candidate...Work experience placementLocal areaImmediate startNight shift- AmeriLife Group, LLC is seeking a Regional Insurance Strategist to build relationships and drive new life insurance sales across... ...settings. The role concentrates on estate, business, and wealth transfer planning within the IRM team; ideal candidates hold FINRA licenses...Remote job
$100.35k - $205k
...providing federal tax compliance and consulting services to a variety of clients in the insurance and financial services industries? If you answered “Yes” to any... ...development and implementation of tax strategies and planning opportunities. Managing engagement workflow,...Work at officeLocal areaRemote work$52.5k - $96.25k
## Financial Advisor - PNC Wealth ManagementApplylocations: Denver - 1144 15th Street... ...execute an advice and planning strategy focused on helping... ...Consults on investment and insurance strategies, as well as the... ...efficiently handling sales and service, identifying sales and/or...Full timeTemporary workPart timeWork experience placementWork at office$128k - $252.5k
...contributions can help clients improve financial performance, accelerate new... ...a Senior Consultant on the Insurance Solutions team, you will be... ...solution design, test planning, and execution, including system... ...clients sell products, deliver services, generate growth, and execute...$100.35k - $205k
...delivering compliance and consulting services to individual clients and... ...Deloitte’s growing Private Wealth practice! Recruiting for this... ...projects related to tax planning opportunities and the tax implications... ...relevant to their personal financial comfort, business and...Private practiceWork at officeLocal area$40k - $65k
...career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities ~ Provide prompt, accurate... ...Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire...For contractorsWork at office$66.36k
J.P. Morgan Wealth Management - Private Client Advisor... ...customer service while maintaining a strong... ...solutions that meet their financial needs. Job Responsibilities... ...to goals‑based planning and advice. Valid and... ...Health and Long‑Term Care Insurance license required, or...Full time$120k - $160k
...accounting or equity-based compensation plans? We are looking for someone like... ...and subject matter expert for the financial reporting teams of UBS Workplace Wealth Solutions’ corporate clients•... ...while providing exceptional client service•provide clients with expert level...Full timeFlexible hours
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