Entry-Level Financial Advisor
WizeHire
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. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. 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 #J-18808-Ljbffr
- ...Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve...Entry level
$120k
...Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary...Entry levelWork at office$100k
...About this position Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions... ...create strong relationships with new clients as their trusted advisor Use a CRM to organize each client’s financial status, goals,...Entry levelFull timePart timeLocal areaImmediate start$120k
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals...Entry level$85k - $150k
A leading financial services firm in Uniondale is seeking an entry-level financial advisor to support clients in achieving their financial goals. Ideal candidates will possess excellent communication skills and a strong foundation in math and analytics. This role offers...Entry level$75k
New York Life - Nassau County General Office in Uniondale, NY, is seeking an entry-level financial professional. Ideal candidates will possess strong listening skills and the ability to communicate effectively with clients. This flexible full-time position offers advancement...Entry levelFull timeWork at officeFlexible hours- New York Life Nassau County General Office seeks a self-motivated professional to help clients build long-term financial security using life insurance, annuities and investments. You’ll join a three-year training program with marketing support and mentorship from successful...Entry levelWork at office
- 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...Entry levelFull timePart timeImmediate start
- ...In this entry level role Financial Aid Advisor will have the opportunity to make a difference by uploading and scanning student documents and providing individual counseling to current and prospective students and parents regarding financial aid eligibility, while providing...Entry levelWork at officeLocal areaFlexible hoursAfternoon shift
- New York Life is seeking a self-motivated individual to join our financial services team. Through a comprehensive three-year training program, you will gain the skills and support to build a successful client base of policy owners and partners. As a Fortune 100 company...
$116k - $229.1k
...bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-... .... Learn more. Professional development From entry-level employees to senior leaders, we believe there’s always room to...Entry levelLocal area$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...individual and company performance. OneMain Financial (NYSE: OMF) is the leader in offering... ...in person, by phone and online. At every level, were committed to an inclusive culture,... ...Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development...Entry levelFull timeTraineeshipWork experience placementLocal areaMonday to Friday
- ...Citi is hiring an entry-level Personal Banker in Glen Cove, NY, to support sales and service activities with the customer service team. The role aims to foster customer loyalty and increase sales to individual consumer clients. Responsibilities include handling small business...Entry level
- ...Citi in Plainview, NY is seeking an entry-level Personal Banker SAFE Act to assist in executing sales and service activities while fostering customer relationships. The role includes working with business credit requests and delivering exceptional client experiences. Ideal...Entry level
- ...Citi in Port Washington, New York is seeking an entry-level Personal Banker to assist in sales and service activities in coordination with the customer service team. You will foster customer relationships to build loyalty and help increase sales to individual consumer...Entry level
- ...Citi in Port Washington, NY is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities in coordination with the customer service team, building loyalty and increasing loyalty with individual consumers. Responsibilities include handling...Entry level
- ...a positive impact. Ready to Build a Meaningful Career? * If you are motivated, ambitious, and driven to help others achieve financial security, we would love to connect. Apply anytime-there is no deadline, and we are always looking for exceptional talent. * Comprehensive...Local area
$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can... ...for the designation pre-payment and reimbursement program.1No level of income is guaranteed. As used here, "revenue" includes exclusively...Full timeContract workFor contractorsWork at office$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$80k - $90k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...Bank of America is seeking a client-focused advisor to triage leads, refer to internal specialists, and meet with clients to review financial and investment goals. You will tailor comprehensive banking and brokerage solutions to help clients reach their financial targets...
$250k
...Personal Banker Safe ActThe Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales... ...available to uncover opportunities, and present product offers/financial solutionsUnderstand and comply with Citibank policies,...Entry levelFull time- ...coordination, or any client-facing position requiring strong communication and problem-solving capabilities. Individuals at the entry level who demonstrate strong customer insight and a genuine interest in developing sales expertise are highly encouraged to apply;...Entry levelFull timeWork at office
$100k - $200k
...Financial Services Associate - ENTRY LEVEL Blue Ocean Wealth Solutions, LLC Position Overview Blue Ocean Wealth Solutions, LLC helps individuals, families, and business owners achieve meaningful financial goals through a comprehensive, client-centered planning...Entry levelFull timeContract workFor contractorsWork visa- Citibank (Switzerland) AG Port Washington branch seeks a Personal Banker SAFE Act entry-level to assist in sales, service delivery, and relationship building with individual consumer clients. Responsibilities include handling small business credit referrals under $250K,...Entry level
- Citigroup Inc. in Port Washington, NY is seeking an entry-level Personal Banker SAFE Act to support sales and service activities within the customer service team. You will help grow relationships with individual consumer clients and assist in executing sales and service...Entry level
- Teachers Federal Credit Union is seeking a Premier Financial Representative to engage mass affluent members and grow a robust book of business. You will support local branches with Premier services, perform comprehensive financial reviews, and log outcomes in our CRM to...Work at officeLocal area
- New York Life is seeking a Financial Sales Representative to connect with clients and help secure financial futures through insurance, investments, and retirement solutions. You’ll engage with clients, offer tailored financial advice, and build lasting relationships to...
- Bank of America in Levittown, NY is seeking a Financial Advisor to provide comprehensive financial guidance and customized solutions. You will... ...refer clients to business partners based on needs and asset levels, and meet with clients to review goals and recommend products...
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