Financial Services Professional
New York Life
Job Description
Job Description
The 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
- ...Overview 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
- ...About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity... ...and is not an hourly position We are a financial services staffing company now hiring for opportunities with Global...SuggestedHourly payFull timePart timeFor contractorsImmediate startRemote work
$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- ...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. 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
...Authentic If the answer is yes, consider becoming a financial professional to drive positive impact in the lives of families every day... ...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$60k - $150k
...invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as... ...Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together...Full timeContract workFor contractorsWork at office- ...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...Contract workWork at office
$115.92k
...Authentic If the answer is yes, consider becoming a financial professional to drive positive impact in the lives of families every day... ...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$115.92k
...Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming an Financial Service Professional to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey...Contract work$55.7k - $100.2k
...You will partner closely with internal stakeholders and Managed Service Providers to support system enhancements, compliance with SOX... ...to applicant volume. What's it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and...Work experience placementWork at office- A leading financial services company seeks a Tax Associate with at least 2 years of paid tax filing experience, particularly with individual 1040 tax returns. This role offers full-time remote work, focusing on providing tax assistance using TurboTax products. The ideal...Full timeRemote work
$80k
...empowering individuals and families to achieve financial stability and success. As an Associate Financial Professional, you'll have the opportunity to make a real difference... ...professionals with a passion for financial services who want to grow their careers alongside our...Internship$70k - $75k
...Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Attorney Auditor This is a fully remote... ...to share your insights. Take advantage of a variety of professional development opportunities that help you perform your best...Local areaRemote workWork from homeFlexible hours- ...Bank of America is looking for a Financial Advisor in Greensboro, NC to work with high‑net‑worth individuals. The role involves identifying... ...licenses, have at least one year of experience in financial services and possess exceptional interpersonal skills. The position...
- ...Training & development Vision insurance Professional Development: Access to ongoing training... ...and families in your community towards financial security and success. Why Career... ...confidently transition into financial services. You’ll be surrounded by a team that’s...Work from homeVisa sponsorshipFlexible hours
- ...Engage with clients to understand their financial goals, aspirations, and concerns.... ...referrals, community involvement, and professional associations. Qualifications A bachelor... ...preferred. Previous experience in financial services, insurance or business development is beneficial...Visa sponsorship
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone...Work at officeWork from homeHome officeFlexible hours- ...attribution, and exposures, and communicate identified risks and financial implications to management. Prepare investment memos,... ...annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions...
- ...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greensboro... ...management and investment products and services for individuals, companies, and... ...audiences with greater appeal. Ongoing professional development to deepen your skills and optimize...TraineeshipWork at officeShift workDay shift
- ...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Role Specifics As a Merrill Advisor Development Program – Financial Advisor, you will work with high‐net‐worth individuals to...Interim roleImmediate startShift workDay shift
- ...Financial Solutions Advisor – Advisor Development Program (Centralized Segment) As a Financial... ...care using industry‑leading products, services, and educational resources Apply... ...base from across the business Continuous professional development to deepen skills and optimize...TraineeshipShift workDay shift
$50k - $100k
...Overview Launch your financial services career with an organization that positively impacts thousands of families and communities each year... ...need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you\'ll be well...Full timeInternshipLocal area$115.92k
...Job Description Job Description Are you an experienced financial professional who wants to take your practice to the next level? You owe... ...your market? Interested in offering new products or services? It’s all built on a strong foundation. Whether you specialize...Contract workFixed term contract$50 - $60 per hour
...teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with... ...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might...Hourly payContract workFor contractorsWork experience placementRemote work- ...detecting, analyzing, and mitigating fraud and financial transaction risk across the bank. We... ...for investigative referral. Prompt and professional communication to internal stakeholders... ...experience in the banking or financial services industry and a Bachelor’s degree from a...Remote work
- ...primarily responsible for developing new business relationships and servicing current business relationships, maintaining a prospective... ...quality products and services and the Bank’s image at professional organizations, community events and other activities where potential...Work at office
$92k - $129k
...variances Produce clear, well-structured documentation and memos Identify opportunities for process improvements and efficiency in financial operations Coordinate and facilitate internal and external audits Execute on key internal controls Perform ad hoc...Currently hiringLocal areaImmediate startRemote workWork from home- ...AIA progress billing, job costing, project budget analysis, accounts payable, accounts receivable, lien waiver administration, and financial reporting. This role works closely with project managers, subcontractors, and company leadership to ensure accurate project...Contract workFor subcontractor
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