Insurance & Financial Services Advisor | Growth & Client Impact
$40k - $80kRafaelparker
Insurance and Financial Services Position - State Farm Team Member Full Time in Mckinney, TX Benefits Paid time off Opportunity for advancement Health insurance 401(k) matching Bonus based on performance Vision insurance ROLE DESCRIPTION As Insurance and Financial Services Position - State Farm Team Member for Rafael Parker - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES Develop and maintain client relationships in insurance and financial services. Provide clients with comprehensive financial planning and insurance advice. Assist clients with retirement planning, investment management, and insurance needs. Stay current with market trends and product offerings. QUALIFICATIONS 1+ years of experience in insurance and financial services. Strong communication and interpersonal skills. Compensation: $40,000.00 - $80,000.00 per year State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees. #J-18808-Ljbffr Rafaelparker
- TD Bank is seeking a Financial Advisor in New York City to join its Wealth Management... ...personalized investment guidance to clients, fostering relationships, and... ...committed to exceptional customer service. Competitive salary and growth opportunities are offered. #J-188...Suggested
- ...Community Bank in New York City seeks a dynamic Financial Advisor ready to leverage premier investment... ...comprehensive financial guidance for clients. This role offers a supportive work environment and a chance to positively impact clients' financial futures. Ideal...Suggested
$78.32k - $117.52k
TD Bank is hiring a Financial Advisor in Flushing, NY, responsible for providing financial planning guidance and selling investment management solutions. The role requires building strong client relationships and achieving sales goals in a fast-paced environment. Ideal...Suggested$100k - $150k
A financial services firm in Little Silver, NJ is seeking a Financial Advisor to manage client relationships and assist with the financial planning process. The ideal candidate must have over 4 years of experience in the wealth management industry and possess advanced...Suggested$70k
Citi is seeking a Wealth Relationship Advisor in New York City. This role involves building and deepening client relationships, providing investment advice, and ensuring... ...'s degree, 5-8 years of experience in financial services, and strong analytical and communication skills...Suggested- ...management firm in New York is seeking an experienced Wealth Advisor to join their Advisory team. The successful candidate will manage a portfolio of high-net-worth clients, delivering exceptional financial insights and tailored solutions. You will engage with clients...
- A leading financial institution located in New York is seeking an experienced Financial Advisor to deliver personalized wealth management solutions. The ideal candidate will... ...performance history, and the ability to build client relationships. Responsibilities include...
- ...LLC. is seeking an Associate Wealth Advisor in Wayne, PA. This role involves... ...Advisor in delivering exceptional services to clients and preparing financial plans and recommendations. The ideal... ...matching, multiple medical plans, insurance coverage, and a comprehensive...
- ...player is seeking a dedicated Financial Services Representative to join their team... ...to make a significant impact by providing essential insurance services to clients in need. As a key member of the... ...supportive environment for career growth. If you're passionate about helping...
- JPMorganChase is seeking a Private Client Advisor in New York City. This role involves offering comprehensive financial planning to diverse clients, enhancing their investment... ...role. Join JPMorganChase to make a positive impact while growing professionally. #J-18808-...
- TD is seeking a Financial Advisor in Brooklyn, New York, to provide financial planning guidance... ...This role focuses on serving TD Wealth clients by understanding their unique financial... ...comprehensive benefits and opportunities for growth within a supportive environment. #J-18...
- Soteria Reinsurance Ltd. in Greenville, DE is looking for a Financial Consultant to work with clients and offer personalized financial planning. You will... ...rewards and a commitment to your professional growth and success. #J-18808-Ljbffr Soteria Reinsurance Ltd.
- Praxis, Inc. is seeking an experienced financial advisor to manage high-net-worth client relationships within a technology-enabled wealth management platform... ...book of business and contributing to platform growth and innovation. Responsibilities include developing long...Remote job
$116k
New York Life Insurance - New York City is seeking an eager entry-level financial advisor driven to help clients achieve their financial goals. Responsibilities include developing tailored... ...with room for personal and professional growth. #J-18808-Ljbffr New York Life Insurance...- A leading financial institution in New York is seeking a Financial Advisor to provide financial planning and... ...role involves reviewing client goals, onboarding new... ...ensuring comprehensive service to deepen client... ...competitive compensation and growth opportunities within a...
- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and... ...the opportunity to significantly impact client experiences in the banking...Full time
- A leading financial services company based in New York seeks an enthusiastic Financial Advisor to support clients in achieving their financial goals. The... ...and professional growth opportunities, along with... ...benefits such as medical insurance, retirement plans, and a...Full time
$78.52k - $117.52k
TD is seeking a Financial Advisor in Brooklyn, New York. This role involves providing financial... ...as a key point of contact for TD Wealth clients. Candidates should have a Bachelor's degree... ...,520 USD, with ample opportunities for growth and skill development within the...- ...of Commerce (CIBC) is seeking a Financial Advisor based in New York, NY. In this... ...will build and manage a dedicated client portfolio, providing exceptional client service and financial advice. Your... ...engagement and driving business growth through effective relationship...
- ...office. In this role, you will focus on providing exceptional service to high net worth clients while managing operational tasks. This position requires... ...week, promoting a collaborative environment and personal growth. Join us to help enhance the investment universe while...Part timeWork at office
- A premier wealth and insurance advisory firm is seeking experienced Financial Advisors to help individuals and families secure their... ...relationship-builders with a client-first approach and proven... ...transparency, collaboration, and personal growth within a supportive and...
$45k - $100k
A leading financial services firm is seeking financial advisors to build client relationships and achieve financial goals. As an advisor, you will benefit from extensive... .... This role allows you to make a positive impact in your community while enjoying a competitive compensation...Flexible hours- TD Bank is seeking a Financial Advisor in New York, NY to provide financial... ...in sales and advising clients. Responsibilities include serving... ...delivering exceptional customer service, and conducting annual... ...opportunities for professional growth and career development...
- ...New York is looking for a Wealth Advisor to drive seamless investment experiences for clients. You will manage a portfolio of... ...communication skills and financial expertise. Join us to reshape the... ...management industry and make an impactful legacy. #J-18808-Ljbffr Titan
$170.5k - $284.1k
Dormont Manufacturing Co is seeking a Wealth Advisor to focus on client growth and retention. This role involves leading client relationships and managing financial service strategies for high net worth clients. The ideal candidate will have a Bachelor’s degree with at...$65k - $125k
A local financial services agency in Bronx, NY seeks a Financial Services Representative. The ideal candidate will guide clients on insurance and financial solutions, requiring strong analytical and communication skills. An active Life & Health insurance license is necessary...Local area- ...A growing financial services firm is seeking a Financial Services Advisor for its New York location. This role... ...a chance to work with clients on financial goals,... ...guidance on retirement and insurance strategies, and build... ...options, and business growth potential. #J-18808-...Remote workFlexible hours
- A financial services organization is looking for motivated individuals to deliver structured financial education and support clients through a standardized engagement process. No prior experience is required, as comprehensive training and licensing support are provided...Remote jobFlexible hours
- ...Morgan is seeking a Private Client Advisor in New York, NY, dedicated to providing comprehensive financial planning and personalized investment... ..., Health and Long Term Care Insurance license. J.P. Morgan offers a... ...for professional growth and a diverse working environment...
- ...York City. In this role, you will lead client engagements and provide strategic guidance to help startups and growth-stage companies achieve their financial goals. Your responsibilities will... ...analytical skills and an aptitude for client service. This is a full-time position that...Full timeRemote work
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