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
- ...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
...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,...SuggestedContract work- ...recommend appropriate coverage. Customer Service: Provide exceptional customer service,... ...: Participate in ongoing training and professional development to stay current with industry... ...training/development with the financial services professional supporting you. An...SuggestedWork from homeFlexible hours
$27 - $41 per hour
...as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations... ...customers to achieve positive financial outcomes while supporting Intuit’s mission... ...resources such as government websites, professional tools, and team expertise to deliver accurate...SuggestedWork at officeLocal areaMonday to Friday$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- ...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...Contract workWork at officeOverseas
$115.92k
...Authentic If the answer is yes, consider becoming a professional retirement planner to drive positive impact in the lives of... ...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,...Contract work- ...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 may...
- ...Job Description Job Description New York Life Insurance Company is seeking seasoned financial service industry professionals to join our management team. Currently we are interviewing strong leadership-oriented individuals with a desire to help others succeed within...H1bWork at officeVisa sponsorship
- ...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...Work 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
- ...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
$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- ...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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Full timeTemporary workWork at officeFlexible hoursDay shift
- FSNB is a full‑service bank that has been family owned and operated for over 75 years. We are currently seeking friendly, adaptable individuals... ...new or want to capitalize on any previous cash handling, financial industry, customer service, sales representative experience, or...Work at officeFlexible hours
- ...Teachers Federal Credit Union is seeking a Senior Financial Services Representative to engage members in person and virtually, growing the member base and supporting Consumer, Small Business, and Lending services. In this role you will manage a book of business, build...
- ...many of the leading employers in the Life Sciences, IT, and Financial Services sectors. Job Description The basic purpose of this... ...related concepts Ability to adapt to new situations and apply professional judgement. Ability to identify the need for escalation and...Work at officeImmediate start
$100k - $125k
Our client, a Wilmington, NC-based financial services company, is launching a brand-new business unit focused on tax, accounting, and strategic advisory services for small and mid-sized businesses — and they're looking for a Tax Supervisor to help lead it from day one....Local areaVisa sponsorship- ...individuals and families to take control of their financial futures through personalized planning,... ...We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services. You’ll be surrounded by a team that’s...InternshipWork at officeLocal areaVisa sponsorshipFlexible hours
$96k - $110k
...at this work. You know how to build a financial plan, catch the details that matter, and... ...~7+ years of experience in financial services. You know how this industry works and you... ...: eMoney experience CFP or other professional credentials Background at Fidelity,...For contractorsWork at officeRemote workWork from homeFlexible hours- ...line management strategies. Your outputs will directly inform financial planning, investment decisions, and risk management strategies... ...immediately upon hiring. About Us Chase is a leading financial services firm, helping nearly half of America’s households and small...Local areaImmediate startRelocationWork visaRelocation package
- ...Description RiversEdge Advisors is a financial planning firm in Wilmington, DE and we... ...business owner, retiree, executive and young professional client segment Based on... ...clients. Provides financial planning services by advising the customer on the advantages...Remote work
$72.28k - $108.16k
...TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program... ...will need to leverage their experience to service the unique and complex needs of TD... ...Represents TD Wealth to the general public in a professional manner Is involved in the community...Work at officeLocal areaWork from homeFlexible hours- ...Operations Research) Minimum 2 years of experience in direct-to-consumer lending, originations, and/or retail credit at a large financial services firm Ability to evaluate and manage credit risk effectively Strong quantitative, financial, and analytical skills...Work visa
- ...opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial... ...withdrawals, and fund transfers in a timely and professional manner. Ensures a consistent, high‑...For contractors
- ...partners. Strengthens and manages existing relationships through providing financial advice, partnering with investment and insurance specialists to provide goals based planning advice and services. Provides guidance and fulfills on loan and deposit needs, ensuring...Work at officeImmediate start
$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$60k - $100k
...Rooter, a premier provider of plumbing and drain cleaning services is looking for a top notch plumber/drain cleaning technician... ...company can help you achieve higher levels of personal, financial and professional success. We will train a responsible, motivated, hard-working...Full timeWork at officeImmediate startMonday to FridayWeekend work- ...~ Experience with audit processes and maintaining strong documentation and controls. About Us Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of...
- ...Job Description Play a key role in bringing innovative financial products to market through commercialization, launch readiness, and... ...-to-end readiness efforts and partner across product, field & servicing, and marketing organizations to drive successful launches,...
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