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
- ...the backing of a Fortune 100 company that is a leader in the financial services industry. You will have the ability to work with the... ...opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support...SuggestedContract workWork at officeOverseas
- ...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
$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$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...SuggestedFull timeContract workFor contractorsWork at office$80k
Financial Services Professional - Greensboro, NC We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record...SuggestedFull time- ...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
...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...Contract work$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- Northwestern Mutual in Greensboro is seeking dedicated financial advisors to leverage healthcare backgrounds in financial services. The role involves direct client engagement... ...health and dental insurance, alongside professional development. Flexible work-from-home options...Work from homeFlexible hours
$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- ...and procedures. This unit is also responsible for a myriad of financial reporting to federal and state agencies, including W-2 information... ...to provide a full range of accounting and financial reporting services for the affiliated organizations that support the client. This...Work at office
- ...needs and developing solutions to their financial goals. Promote, refer and cross sell... ...deposit, credit and other products or services. Actively listen to client concerns, research... ...managing multiple priorities. Team player with positive, professional attitude....Work at officeShift work
- ...Description Job Description We’re looking for experienced financial professionals to join our team dependable team. Whether you’re looking... ...in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help....Work at office
- ...Do you enjoy helping clients identify and achieve their financial goals? Through New York Life, Eagle Strategies, and NYLIFE Securities, our Financial Professionals offer an array of financial products and services as well as exceptional service. Financial strategies...
- ...for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation... ...: Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability,...Work experience placementInterim role
- ...Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name-they’ve earned the top spot on... ...bank ~ Supportive and inclusive culture focused on your professional growth Requirements ~6+ months of customer interaction...Full timePart timeImmediate startShift workDay shift
- A financial services firm located in Greensboro, NC is seeking a detail-oriented Senior Corporate Accountant. This role offers strong exposure to corporate accounting operations and financial reporting. The ideal candidate will have a Bachelor’s degree, solid GAAP experience...Work at officeRemote work
- A financial services company in Greensboro, NC, is seeking a Senior Accountant to analyze financial performance and assist with various accounting projects. The ideal candidate will have a Bachelor's degree in Accounting or Finance, coupled with 3-5 years of experience...Remote job
- ...M&F Bank, you will experience the perfect blend of handling a client’s banking needs from sales to service. The Universal Banker processes and initiates various financial transactions for the bank customers and assists the Branch Manager in the development of new business...
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing... ...is a different kind of financial services firm, one that puts generosity at the center... ...worship. Whether you're a seasoned financial professional or looking for a career change, you...
- ...Financial Solutions Advisor - East Charlotte Charlotte, North Carolina;Wesley Chapel,... ...makes referrals to appropriate internal service providers based on client needs and asset... ...met or exceeded Achieved additional professional designations such as Certified...Temporary workWork at officeMonday to FridayShift workDay shift
$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$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- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing... ...is a different kind of financial services firm, one that puts generosity at the center... ...worship. Whether you're a seasoned financial professional or looking for a career change, you...
- ...Sr Financial Planning & Data Analyst (Sr & Jr levels) Our client, an international industry leader with corporate operations in the... ...data-driven function ~ Experience in the Financial Services industry a plus, but not required. Please attach...Temporary workImmediate start
$70k - $90k
...Job Description Job Description Service Estimator (HVAC / Electrical) - Greensboro, NC Full-Time | Company Vehicle | $70k - $90K Base I'm partnering with a well-established MEP services company to hire a Service Estimator supporting HVAC and electrical service...Full timeLocal area- ...style environment, serving as the bridge between clients and financial institutions across a variety of industries and funding types.... ..., brokerage, underwriting support, or related financial services roles. ▪ Experience working directly with business owners,...
- ...for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation... ...outreach. This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through...Temporary workWork experience placementImmediate start
- ...Merrill Advisor Development Program - Financial Advisor: Blue Ridge Market Greensboro, North Carolina;Winston Salem, North Carolina... ...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Interim roleWork at officeLocal areaImmediate startShift workDay shift
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