Financial Representative
National Financial Network - Guardian
Job Description
Job Description
Financial Representative National Financial Network – NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? National Financial Network [a member of The Guardian Network®] is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… · A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. · Desire to help others achieve their goals and dreams through cultivating long-term relationships. · Ambitious, entrepreneurial, and looking for career growth and development. What you’ll be doing… · Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services. · Develop and maintain a base of clients who value your input and guidance. · Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years. What we provide… · Development and training—locally, virtually and nationally—to support you as you build your practice with us. · Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. · Mentorship and joint-work opportunities. · A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. · Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Please visit the following to learn more about us… Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.
$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...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$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...SuggestedFull timeInternshipLocal areaFlexible hours$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale-not settle. We deliver a distinctive experience that blends growth opportunity with deep support-helping advisors build...SuggestedFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...SuggestedFull timeContract workFor contractorsWork at office$1,000 per month
...Northwestern Mutual is seeking College Financial Representatives in their internship program to develop financial planning practices. Interns will engage with local and nationwide experts to build client bases and prospects. This role provides a flexible schedule while...SuggestedInternshipLocal areaFlexible hours- ...Merrill Advisor Development Program - Financial Advisor: Central Shoreline Market Hartford, Connecticut;Farmington, Connecticut; Mystic... ...within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$25 - $38.46 per hour
...Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable...Hourly payWork experience placementFlexible hoursDay shift- ...at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goal Relationship Banker, Banking, Relationship, Banker, Operations, Customer Service...
$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payWork experience placementDay shift- ...environment where employees can grow personally and professionally. We represent USALLIANCE in the community and form lasting relationships... ...by offering products and services to improve members’ financial positions. The representative will perform teller and personal...Part timeLocal area
- ...Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable...Flexible hoursDay shift
- ...Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable...Day shift
$18.5 - $23 per hour
...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration...Hourly payFlexible hoursWeekend work- ...Financial Aid Advisor - Lincoln Tech - Shelton, CT We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience in...Full timeTemporary workImmediate start
- A leading financial agency in Connecticut is looking for passionate individuals to conduct virtual consultations with clients and assess their financial needs. This position offers flexibility with the option to work from home and a path for career advancement based on...Remote workWork from home
$65k - $80k
...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Temporary workMonday to FridayShift workDay shift- ...Grow their wealth so they can enjoy a Rock Solid Retirement. Our focus is on ensuring that pre-retirees and retirees (50+) have the financial security, guaranteed income, and risk protection they need to retire with confidence. We are looking for a Financial Advisor who...Temporary workFlexible hours
- ...firm has built a strong reputation by delivering personalized financial planning, investment management, tax planning, and high-touch... ...client-first mindset. Ability to build trust with clients and represent the firm professionally. Organized, detail-oriented, and comfortable...
- ...Financial Solutions Advisor - Southern CT. Market Westport, Connecticut;Southbury, Connecticut; Cheshire, Connecticut; New Canaan, Connecticut; Fairfield, Connecticut; Norwalk, Connecticut; Ridgefield, Connecticut To proceed with your application, you must be at...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...A financial services company is seeking qualified candidates for a remote part-time position. This role involves conversing with clients, presenting insurance products, and scheduling appointments. Candidates will receive comprehensive training and work in a dynamic team...Weekly payPart timeRemote work
$21 - $23 per hour
...industry experience, education, etc. Relationship Specialists are responsible for building member relationships by providing exceptional financial support and advice through a consultative and educational approach helping members exceed their financial goals and dreams. This...Hourly payFull timeContract workPart timeImmediate startFlexible hours$19 - $28.84 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner.**Primary Responsibilities:**Adhere to the established customer service standards...Hourly payImmediate start$19 - $28.84 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Primary Responsibilities Adhere to the established customer service standards and...Hourly payImmediate start- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
$21 per hour
...complete simple transactions. You’ll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step....Hourly payLocal areaFlexible hoursAfternoon shift$69.6k - $115k
...within your assigned sectors Maintain up-to-date research and surveillance on holdings, including watchlist credits Build and refine financial models to assess risk, valuation, and relative value opportunities Collaborate with traders and PMs to identify and vet potential...Full timeTemporary workWork at office- ...career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you’ll develop the knowledge and skills needed to provide important financial guidance to...Work experience placement
- Business Development Manager for the Northeast Financial Group at Prudential Advisors Take your career to the next level at Prudential Advisors ! Change your life by helping others change theirs! We have an immediate opening for a highly motivated, analytical individual...Immediate start
- A financial services recruitment firm in Connecticut is seeking a Financial Advisor. This role involves conducting thorough financial assessments, providing tailored financial guidance, and cultivating long-term client relationships. The ideal candidate will have a minimum...
- ...06/2025 Work Experience Minimum of 4 years of experience in financial planning or investment advisory roles. State/Province Connecticut... ...your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you’ll develop the knowledge and...Work experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative. Be the first to apply!
- financial planning administrator New Haven, CT
- wealth advisor New Haven, CT
- associate corporate finance New Haven, CT
- financial associate New Haven, CT
- estate planning consultant New Haven, CT
- financial advisor New Haven, CT
- financial advisor associate New Haven, CT
- financial counselor New Haven, CT
- jde finance consultant New Haven, CT
- financial planning associate New Haven, CT

