EntryLevel Financial Advisor
$85k - $125kNew York Life
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-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 amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Responsibilities: • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives Qualifications: • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity • Must have effective relationship management skills • Must have the ability to successfully network and prospect for new clients • Must be located in Greater Sacramento Region (Northern California) to be considered Compensation: $85,000 - $125,000 yearly
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Compensation:
$85,000-$125,000 per year
$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,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and... ...Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning...SuggestedLocal areaImmediate startRemote workRelocation
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people 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, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at office- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- Edward Jones is looking for a Financial Advisor in Sacramento, CA to help clients achieve their financial goals including retirement and wealth building. You will receive robust training and support, guiding clients through personalized strategies to enhance their financial...Flexible hours
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...For contractors$82k - $136k
A leading financial services company is seeking a Financial Representative to provide expert guidance in financial planning. This full-time role offers uncapped earning potential with base pay ranging from $82,000 to $136,000 per year, plus various bonuses and benefits....Full time- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...Local area
- A financial services organization in Sacramento seeks financial representatives dedicated to helping diverse members achieve financial goals. Candidates should demonstrate strong integrity, leadership, and relationship-building skills. Responsibilities include creating...
- Corebridge Financial, Inc. is seeking a Financial Advisor to join their team in Sacramento, California. The role involves meeting with clients to plan their financial futures and utilizing company-provided tools and marketing support. Candidates should have a high school...Remote job
$85k - $125k
New York Life - Roseville in Sacramento is seeking a Financial Service Professional to implement marketing tools and provide financial recommendations. You will create customized financial plans and foster strong relationships with clients. The ideal candidate has strong...- First Command is looking for a Financial Advisor in Sacramento, California, focused on providing financial guidance to military families. This role offers comprehensive training and licensing support, allowing you to build a successful career with no prior licensing required...Flexible hours
$36k - $75k
A leading financial services organization is looking for a Financial Representative Trainee in Sacramento, CA. The program offers comprehensive training to develop skills necessary for marketing Individual Insurance products and building a successful practice. This role...Traineeship- A leading financial institution is seeking a Financial Advisor to join its Advisor Development Program. In this role, you will work with high-net-worth individuals, helping them achieve their financial goals while developing a book of business. You will receive extensive...
$85k - $125k
About New York Life Our mission is to provide financial security and peace of mind through insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in confidence...$80k - $90k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shift- A State Farm Agent is seeking an Insurance and Financial Services Representative in Sacramento, California. The ideal candidate will have over 3 years of experience and strong communication skills to build customer relations. Responsibilities include providing financial...
- A renowned insurance agency located in Sacramento is looking for a motivated individual to join their team as an Insurance and Financial Services Position - State Farm Agent Team Member. This role emphasizes customer service and provides opportunities for professional growth...
$25 - $28 per hour
...traditional walls of health care - extending beyond hospitals and health care settings into communities. WHAT YOU'LL DO: CalAim Financial Counselor (ECM) is responsible for verifying client eligibility for the Enhanced Care Management (ECM) . and Community Supports (...Full timeContract workWork at officeImmediate startFlexible hoursShift work- A leading financial institution is seeking a Financial Solutions Advisor Stage I in North Highlands, California. This role involves obtaining securities licenses and providing comprehensive financial advice to clients. Candidates should possess strong communication skills...
$28.85 - $33.65 per hour
...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... ..., grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...classes to obtain it Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership...Work at office
$21 - $25 per hour
POSITION TITLE: Financial Counselor REPORTS TO (TITLE): Business Office Manager PAY SCALE: $21.00-$25.00 SCHEDULE BEING OFFERED: Monday - Friday, 9:00 am to 5:30 pm DESCRIPTION OF POSITION: The Financial Counselor is responsible for admission of patients including...Work at officeMonday to FridayWeekend work- Magellan Health is looking for a qualified Financial Counselor to provide comprehensive financial services to military service members and their families. Responsibilities include personal financial counseling, educational workshops, and collaborative planning with military...
$82k - $136k
...the lives of your communities and clients through comprehensive financial planning Increasing Flexibility over your time and calendar... ...financial planning, including insurance and investments. Our advisors provide continuous support with leading insights, technology,...Full timeWork experience placementWork at officeLocal area- A healthcare organization in Sacramento is looking for a Financial Counselor to handle patient admissions, provide financial options, and assist with insurance verification. The ideal candidate will have a high school diploma, two years of healthcare and insurance verification...Work at office
- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
- A leading healthcare provider in Northern California is seeking a Financial Counselor to facilitate patient admissions and financial counseling. The ideal candidate will have a strong background in healthcare and insurance verification, with excellent communication and...
- Organization : Name SACRAMENTO CA Default: Location : City SACRAMENTO Overview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending...Local areaNight shiftAfternoon shiftWeekday work
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