Financial Representative / Advisor
Northwestern Mutual – NYC
Job Description As a Financial Representative you will build long-lasting relationships with clients, offer guidance, and provide solutions to help clients meet their financial goals. Financial Representatives are supported by training programs, mentoring, and unlimited access to resources. They also work with a network of specialists who support clients in the following areas: Comprehensive Financial Planning - Personal Planning Analysis Asset & Income Protection - Education Funding Investment & Advisory Services - Trust Services Business Needs Analysis - Employee & Executive Benefits Responsibilities Offer a personalized approach to providing customized solutions tailored to each client’s long-term financial goals and objectives. Provide needs-based analysis to ensure the client’s needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities, and investments. Create a referral-based practice to build clientele. EEO Statement All your information will be kept confidential according to EEO guidelines. #J-18808-Ljbffr Northwestern Mutual – NYC
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Representative / Advisor in New York, NY vacancy
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year... ...futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...SuggestedLocal area
Modern Woodmen
New York, NY2 days ago $60k - $128k
...Job Description: Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional Entry Level, Career Changer or Experienced Agent/Advisor Ready to take your career and life to new levels of purpose, pride and...SuggestedWork experience placementFlexible hoursThe Quintessential Experience
New York, NY4 days ago- ...Northwestern Mutual is rapidly expanding - our office in New York City isseeking financial representatives to continue our consistent, sustainanble growth plan. Northwestern ranks #114 on Fortune’s 500, was named the “World’s Most Admired” life insurance company according...SuggestedWork at office
Northwestern Mutual – NYC
New York, NY4 days ago $29.94 per hour
## Financial RepresentativeApplylocations: 111 East 210th Streettime type: Part timeposted on: Posted Todayjob requisition id: JR229882**City/State:**Bronx, New York**Grant Funded:**No**Department:**REV - Patient Access - Moses ED Reg Team 2**Bargaining Unit:**1199**Work...SuggestedHourly payPart timeWork experience placementMonday to FridayShift workWeekend workMontefiore Hudson Valley Collaborative
New York, NY2 days ago$29.94 per hour
...access. Primary responsibilities include completing patient registration, verifying insurance information, and collecting payments for financial responsibilities. The role also involves gathering and scanning required documents, capturing signatures on various consent forms,...SuggestedHourly payPart timeWork experience placementShift workWeekend workMontefiore Medical
New York, NY3 days ago- ...® magazine, has helped clients achieve financial security for more than 150 years. The company... ...a successful practice as a financial representative including: Developing your business... ...to knowledgeable groups of financial advisors and specialists to assist you At Northwestern...Full timeWork experience placement
- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans... ...securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families...Work at officeLocal area
$16.48 - $23.13 per hour
Financial Counseling Representative On‑Site - Pensacola, FL | Hospital Ascension Sacred Heart‑Pensacola. Schedule: Monday‑Friday 8 am‑4:30 pm Are you passionate about supporting patients through the financial side of healthcare while building a career in revenue cycle and...Hourly payLocal areaMonday to Friday- ...Responsibilities Primary responsibilities include completing patient registration, verifying insurance information, and collecting payments for financial responsibilities. The role also involves gathering and scanning required documents, capturing signatures on various consent forms...Full timeWork experience placementMonday to FridayWeekend work
- ...freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: Wealth Advisors Group (WealthAG) is a group of corporate employee advisors who provide...Work experience placementWork at officeImmediate startWork from home
LPL Financial
New York, NY19 hours ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
New York, NY4 days ago$82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...Local areaVisa sponsorship- Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your... ...sales. Prior experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred. Professional...For contractors
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$77k - $202k
...AssociateJob Description & SummaryAt PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help...Full timeH1b$65k - $70k
...Financial Counselor The Financial Counselor will be responsible for leading the Rockaway Village Financial Counseling Program based at the Far Rockaway Opportunity Center. They will host monthly financial literacy workshops, conduct outreach, and hold one-on-one sessions...Work at officeWork visaMonday to FridayAfternoon shiftPhipps Houses
New York, NY1 day ago$62.4k - $64.35k
...Date: Jul 16, 2026 Location: New York, NY, US, 10004 Company: Popular Workplace Type: On-site Financial Consultant Popular Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join...Full timeTemporary workPart timeSeasonal workImmediate startFlexible hoursBanco Popular Puerto Rico
New York, NY3 days ago- ...Financial Solutions Advisor - Southern NJ Market Absecon, New Jersey;Toms River, New Jersey; Voorhees, New Jersey; Sewell, New Jersey To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required...Temporary workWork at officeMonday to FridayShift workDay shift
Bank of America
Absecon, NJ2 days ago - ...You are applying for a position through Medix, a staffing agency. The actual posting represents a position at one of our clients. Job Summary Our client is seeking a Financial Counselor responsible for providing financial education and support to patients. The...Temporary workWork experience placementLocal areaRemote work
Medix
New York, NY2 days ago $45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
New York, NY2 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
New York, NY4 days ago- RBC is hiring an Associate in Non-Traditional ABS Origination to support bankers in business development and transaction execution. You will play a key role in drafting presentations, coordinating transactions, and managing market data while collaborating with various ...
RBC
New York, NY2 days ago $75k - $90k
...Wednesday, and Thursday. Foot Locker, Inc. is hiring three Financial Planners to join our team! This role's main function is to... ...salary range for this role is $75,000 - $90,000 / year. This range represents the anticipated low and high end of the salary for this...Temporary workSeasonal workWork at officeFlexible hours3 days per weekFoot Locker
New York, NY1 day ago$75k - $90k
...margin, and inventory performance across an omnichannel retail environment. This role is ideal for someone who enjoys blending financial rigor, product strategy, and cross-functional partnership to drive business performance. Why This Opportunity This position...Seasonal workPivotal Talent Search
New York, NY3 days ago- ...Job Description Financial Counselor Southern Jersey Family Medical Centers, Inc. is seeking a talented Eligibility Coordinator to step into our fast-paced facility! Summary: The Financial Counselor is responsible for raising awareness of affordable insurance...Full timeMonday to FridayFlexible hoursAfternoon shift
Southern Jersey Family Medical Centers.
Atlantic City, NJ4 days ago - ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the...Immediate start
MRINetwork
New York, NY1 day ago - ...About the job Remote Entry Level Financial Associate Are you looking for a career that allows you to make a difference in peoples lives while achieving your own personal and professional goals? Are you interested in working from home and creating your own schedule...Full timePart timeRemote workWork from home
Prosper Peak Financial
New York, NY2 days ago $130k - $150k
...Financial Planner We are seeking a Wealth Planning Specialist to serve as a dedicated planning and investments resource within our Private Banking division. This individual will work in close partnership with Private Bankers across our New York, California, and Florida...Work at officeIDBNY
New York, NY3 days ago$128k - $177k
Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization...Full timeLocal areaRemote work$75k - $150k
...Summary The industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net...LE010 Manning & Napier Advisors, LLC
New York, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative / Advisor. Be the first to apply!
Related searches
- financial advisor training program New York, NY
- finance operations associate New York, NY
- financial planning assistant New York, NY
- entry level financial advisor New York, NY
- estate planning consultant New York, NY
- associate leveraged finance New York, NY
- financial advisor development program New York, NY
- oracle financial functional consultant New York, NY
- patient financial counselor New York, NY
- financial advisor part time New York, NY