Financial Planning Consultant - Life Insurance & Annuities
Wealthbridge-Financial-Group
WealthBridge Financial Group is looking for a dedicated Financial Consultant to join their team in Hauppauge, New York. In this role, you will create personalized financial plans, conduct analyses on investment strategies, and guide clients to meet their long-term financial objectives. The ideal candidate possesses strong analytical skills, a passion for helping clients, and is familiar with financial planning tools. The position provides excellent benefits, including health coverage and retirement plans. #J-18808-Ljbffr Wealthbridge-Financial-Group
- WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team in Hauppauge, New York. In this role, you will develop personalized financial plans for clients and guide them through their financial decisions while helping them achieve their long...Life Insurance
$100k
...seeking an experienced financial advisor to assist clients... ...customized financial plans suitable for each client based on potential life changes and changing financial... ...such as life insurance, savings plans, mutual... ...analyst, or financial consultant is desired Experience...Life InsurancePermanent employment- WealthBridge Financial Group is looking for a dedicated Financial Consultant to join their team in Medford, NY. In this role, you will develop personalized financial plans, conduct comprehensive analyses, and help clients with their financial decisions. The ideal candidate...Suggested
$100k
...individuals eager to learn and grow in the financial services industry. As a Financial... ...and ongoing support from a Forbes Best Insurance Company. • Comprehensive benefits... ...dental, and vision insurance. 401(k) plan and group life insurance. • Training allowance and performance...Life InsurancePermanent employmentTemporary workWork at officeLocal areaRemote work$100k
...Financial Advisor We are seeking an experienced financial... ...customized financial plans suitable for each client based on potential life changes and changing... ...recommendations such as life insurance, savings plans, mutual... ...analyst, or financial consultant is desired...Life InsurancePermanent employment$100k
...support from a Forbes-recognized insurance organization A... ...company participation; and group life insurance A training stipend... ...conversations to understand clients’ financial objectives, risk tolerance,... ...client needs Financial Planning & Analysis Analyze client...Life InsurancePermanent employmentWork at officeRemote work$58.5k - $70k
...Wealth Advisor LPL Financial collaborates with credit... ...investments and insurance solutions from retail... ...Responsibilities: Utilizing a consultative, holistic approach,... ...State Applicable Life Insurance License,... ...products and financial planning Core Competencies...Life InsuranceWork at officeLocal area- ...LPL Financial collaborates with banks to provide a comprehensive... ...investments and insurance solutions from retail... ...: Utilizing a consultative, holistic approach,... ...Active State Applicable Life Insurance License,... ...products and financial planning Core Competencies:...Life InsuranceWork at officeLocal area
$1,000 per month
...Overview College Financial Representatives in the... ...integrated financial planning practice from the ground... ...Product State Licensing: Life, Accident, and Health... ...Support for insurance licensing (life, health... ...insurance, investments, and annuities-built to reinforce each...Life InsuranceFull timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...goals through financial planning. On your path to becoming... ...investments for growth, insurance for protection, and annuities for guaranteed income in... ...your workday around your life and achieve uncapped...Life InsuranceFull timeContract workFor contractorsWork at office- ...individuals eager to learn and grow in the financial services industry. As a Financial... ...Benefits Flexible schedule with a strong work-life balance. Comprehensive benefits package... ..., vision, 401(k), pension, and life insurance. Training allowance and performance-based...Life InsuranceFlexible hours
$100k
...eager to learn and grow in the financial services industry. As a... ...schedule with a strong work-life balance Comprehensive benefits... ...vision, 401(k), pension, and life insurance Training allowance and... ...investments, and retirement planning Ensure compliance with financial...Life InsuranceFlexible hours- Bank of America is seeking a Financial Advisor in the Town of Smithtown, New York. This role requires providing comprehensive advice and... ...Responsibilities include triaging client leads and building financial plans. Qualified candidates must hold Series 7 & 66 licenses, have at...
- ...Flexible schedule ~ Health insurance ~ Opportunity for... ...and a strong focus on work-life balance. We also make it a... ...Are you an experienced financial services professional who... ...individual who can confidently consult on financial planning, life and health insurance...Life InsuranceWork at officeFlexible hours
- ...Financial Professional Opportunity Voya Financial Advisors®, Inc., a leading independent... ...in the greater Melville area to work plan sponsor relationships, in tax exempt... ...– Series 7, 65 & 66 preferred Life & Health Insurance Licenses Desire to assist clients meet...Life Insurance
$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination... ...step is expansion, succession planning, or deeper specialization, you... ...or Wealth Advisor * Active Life and Health * Aspirations of... ...annually Includes health insurance, 401(k), disability, life insurance...Life InsuranceFlexible hours- ...professionals, including Certified Financial Planners, public accountants,... ...personalized financial plans tailored to each client's individual... ...updates through different life stages and market... ...~ Health, dental, and vision insurance ~ Health savings account (HSA...Life Insurance
- ...Junior Financial Advisor Voya Financial Advisors, Inc., a leading independent broker... ...the Melville, NY area to work within plan sponsor relationships in the K-12 market... ...6 and Series 63 (7 & 66 preferred) Life & Health Insurance Licenses Desire to assist clients...Life Insurance
$100k - $150k
...seek to perfect our craft of personalized financial planning with our team-based Roundtable and... ...Analyze client's current investments and insurance policies Placing trades and account... ...to balance four key elements that make life and work meaningful: health and...Life InsuranceFull timeTemporary workWork at officeFlexible hours$70k - $120k
...clients in PWM and Retail bank through financial planning and discovery/profiling skills. Respond... ...7, 66 (or 63 and 65) licenses. Group 1 insurance. Requires registration as a mortgage loan... ..., dental and vision coverage; 401(k); life, accident and disability insurance;...Life InsuranceWork at office- ...common purpose to help make financial lives better through the power... ...goals, building a financial plan, and recommending brokerage products... ...stocks, bonds, mutual funds, annuities, and banking and money... ...Counselor (CRPC). Obtained your insurance licenses. Skills Advisory...Temporary workMonday to FridayShift workDay shift
$100k - $150k
Wealth Enhancement Group, located in Deer Park, NY, seeks a Financial Advisor to join an advisory team and help clients achieve their... ...include managing client relationships, facilitating financial planning, and closing prospective clients. Candidates must possess a 4-...$110k - $190k
Morgan Stanley (“MS”) is a global financial services firm that conducts... ..., financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services... ...every point along their work-life journey, offering some of the...Temporary workWork at office$70k - $100k
Financial Services Representative - State Farm Agent Team Member Full Time in Selden... ...Bonus based on performance Health insurance Opportunity for advancement Paid... ...individual who can confidently consult on financial planning, life and health insurance, and long-term...Life InsuranceFull timeFor contractorsFlexible hours- WizeHire, Inc is seeking a Financial Representative in the Town of Islip, NY to provide financial guidance to individuals, families, and businesses. The role requires no prior experience and offers a structured training program to build necessary skills. Additional benefits...Flexible hours
$100k
...Hauppauge, New York is seeking ambitious individuals for the Financial Representative role. This position offers the chance to provide... ...necessary and a comprehensive benefits package, including health insurance and professional development, will be provided. An earning...Traineeship$66.56k - $99.32k
...Job Description: The Financial Advisor Associate (FAA) works... ...clients regarding investment and insurance strategies and products, and... ..., long-term retirement planning, and annual reviews to determine... ...by providing on-going consultation, advice, planning and day to...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- ...About Us At WealthBridge Financial Group, we help individuals, families, and business... ...through a client-first, consultative approach Analyze clients’ financial... ...strategies (retirement, investment, insurance, estate planning) Provide education and guidance to...Flexible hours
$142.1k - $236.8k
...retention and expansion of a book of business. Consults and coordinates on the delivery of... ...Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term...Temporary workWork experience placement$100k
...seeking an eager, strategic, and definitive financial advisor to fill an entry-level position... ...financial goals through a variety of planning services. Join our team to begin honing your... ...plans for each client based on his or her life stage, professional circumstances, and...Start working todayLive inWork at office
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