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
$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- ...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
- ...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
$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- ...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
$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$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- ...Category Retail Banking, Universal Banker, Sales Industry financial services, community banking, banking Employee Type Non Exempt FT Manage... ...a Universal Banker I to provide prompt, accurate, and professional service to our customers while supporting the daily operations...Work at office
- ...Drive, Suite 100, Wilmington, NC, 28403, United States Job Category: Retail Banking, Universal Banker, Sales Industry: Financial Services, Community Banking, Banking Employee Type: Non Exempt FT Manage Others: No Contact Information Name: Talent Acquisition...
- ...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
$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- ...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
- ...Oleander Drive, Suite 100, Wilmington, NC, 28403, United StatesJob Category: Retail Banking, Universal Banker, SalesIndustry: Financial Services, Community Banking, BankingEmployee Type: Non Exempt FTManage Others: NoContact InformationName: Talent AcquisitionEmail:...
- ...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$59.09k - $86.92k
...Custody departments. Within the Shared Services environment, this team interacts with various... ...training to provide extensive UMB and financial knowledge, the team provides a high... ...are valued for who you are in a fun, professional setting. We are small sized team that works...Work experience placementLocal areaFlexible hours- ...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
$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- ...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
- ...making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth... ...Advisors, we offer Pension Enhancement for Top Financial Professionals Prudential Employee Savings Plan (PESP) - 401(k) Cash Balance...
- ...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
- ...Senior Managing Director, Financial Crimes Risk Management About the Company American bank serving small business owners... ...1-1000 Categories Banking & Mortgages Consulting & Professional Services Specialties veterinary loans dental loans pharmacy...
- ...Financial Aid Specialist The Financial Aid Specialist serves as a primary point of contact... ...appropriate resources in a timely and professional manner. The Specialist promotes student... ...records, provides exceptional customer service, and processes financial aid...Work at officeLocal areaAfternoon shift
- ...At CAP3, we support growing businesses with their accounting, financial reporting, and strategic needs. Our Staff Accountants are an important... ...processes. Team-oriented – You understand that great client service requires everyone working together. Coachable – You welcome...Full timeWork at office
- ...industry with trusted sales, parts, and service solutions. Guided by our Core Values:... ...employee well-being through a culture of professionalism and a strong benefits package. Job Type... ...responsible for maintaining accurate financial records across Pinnacle Trailer Sales'...Full timeContract workWork at officeLocal area
- ...alternative application process. Senior Staff Accountant FTE 1.0 Professional Wilmington, NC, US Senior Staff Accountant Schedule: Monday-... ...a Senior Staff Accountant, you'll play a key role in driving financial accuracy, insights, and operational excellence. This is a...Monday to Friday
- ...team in Wilmington, NC. This is a hands-on accounting role for someone who enjoys more than simply checking accounts and preparing financial statements. Our Senior Accountants are a critical part of the team responsible for making sure our clients' financial...Full timeWork at office
- ...accounting team. This is an excellent opportunity for an accounting professional looking to grow within a collaborative, fast-paced... ...close, account reconciliations, and journal entries Prepare financial reporting and variance analysis Partner with local operations...Work at officeLocal area2 days per week3 days per week
- ...supporting the month-end close process, preparing and reviewing journal entries, performing account reconciliations, assisting with financial statement preparation, and delivering accurate financial reporting. The ideal candidate will have a strong foundation in U.S. GAAP...For contractorsWork at officeLocal area
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