Financial Advisor/ Insurance Professional (Experienced)
New York Life Stockton
We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help. Job description New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds. As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics: Highly self-motivated and self-disciplined with the ability to work effectively and independently Outgoing personality with the ability to develop relationships (i.e., “People Person #J-18808-Ljbffr New York Life Stockton
- ...Job Description We’re looking for experienced financial professionals to join our team. Whether you’re looking... ...firm, and you have a passion for insurance and investments, then there’s no... ...services industry. Financial Advisors offer investment advisory services...SuggestedWork at office
- New York Life Stockton in California is looking for experienced financial professionals to join their team. This is an opportunity for those interested... ...while providing peace of mind to clients through insurance and investments. As a financial professional, you will help...Suggested
$50 - $60 per hour
...be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced... ...to help shape how AI understands financial principles and decision-making.... ...Development, Wealth Management, and Insurance Planning. Advantages of contracting...SuggestedHourly payContract workFor contractorsWork experience placementRemote work- Jeff Chaput - State Farm Agent in Pittsburg, CA is seeking an Insurance and Financial Services Team Member to build customer relationships and promote products like auto, home, and life insurance. This full-time role offers a salary plus commission/bonus and growth opportunities...SuggestedFull time
- Brookdale Senior Living in Brentwood, California is seeking a Financial Analyst to support their Financial Planning & Analysis team. This role involves creating and analyzing financial reports to bolster business objectives and improve financial performance. The ideal candidate...Suggested
- Brookdale Senior Living is seeking a Senior Financial Analyst to provide strategic support across various regional teams. The ideal candidate will possess strong financial acumen and analytical skills, contributing to operational success through market-level research and...
- ...customized solutions to clients Triaging client leads and making referrals to business partners Meeting with clients to review financial and investment goals Building financial plans and recommending brokerage products Requirements Currently holds Series 7 & 66 (6...
$28.85 - $33.65 per hour
Position Overview Financial Solutions Advisor Stage I (FSA I) at Bank of America. The role requires compliance with FDIC, Safe Act, FINRA regulations and subject to SAFE Act registration. Key Responsibilities Obtain Securities Industry Essentials (SIE), Series 7 and Series...Hourly payMonday to FridayDay shift$28.85 - $33.65 per hour
...with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA. Role Overview As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- Bank of America in Antioch is looking for a professional to provide comprehensive financial advice and customized client solutions. The role involves meeting clients, triaging requests, and building financial plans with investment products while ensuring compliance with...
$70k - $80k
...to clients to help them achieve their financial goals. Key responsibilities include triaging... ...met or exceeded. Achieved additional professional designations such as Certified... ...Retirement Planning Counselor (CRPC). Obtained insurance licenses. Minimum Education...Temporary workMonday to FridayShift workDay shift- ...environment. The role involves divisional accounting, preparing GAAP financial statements, and assisting with budgeting and forecasting.... ...have a Bachelor's degree in Accounting or Finance and a background in professional services or media. #J-18808-Ljbffr The Greene Group
$50 - $60 per hour
...be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced... ...to help shape how AI understands financial principles and decision-making.... ...Development, Wealth Management, and Insurance Planning. Advantages of contracting...Hourly payContract workFor contractorsWork experience placementRemote work$44.3k - $73k
...customers. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the... ...acquisitions and deepening customer relationships. Ability to professionally represent Fifth Third Bank in verbal and written...Work at office$50 - $60 per hour
...be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced... ...to help shape how AI understands financial principles and decision-making.... ...Development, Wealth Management, and Insurance Planning. Advantages of contracting...Hourly payContract workFor contractorsWork experience placementRemote work- Jobtailor in the United States is seeking a client advisory professional to provide customized financial guidance and review investment goals with clients on a regular basis. The role involves triaging leads, referring prospects to partners, and building tailored financial...
$28.85 - $33.65 per hour
Dormont Manufacturing Co is seeking a Financial Solutions Advisor Stage I in Antioch, CA. This role begins with training to obtain necessary Securities Industry licenses, followed by developing skills to advise clients on their financial needs. Once certified, you'll engage...Hourly pay$28.85 - $33.65 per hour
Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) in Antioch, California. This role involves obtaining necessary securities licenses and developing strong client relationships to provide tailored financial advice. The ideal candidate will demonstrate...Hourly pay$725 per month
...opportunities to grow your career through professional development, as well as ongoing... ...health and wellness. Full suite of health insurance, life insurance and retirement plans are... ...employer and a drug-free workplace. The Financial Analyst role provides support to Financial...Hourly payFull timeTemporary workPart timeFlexible hours- ...opportunities to grow your career through professional development, as well as ongoing... ...health and wellness. Full suite of health insurance, life insurance and retirement plans are... ...and a drug-free workplace. The Senior Financial Analyst role is a key regional support...Hourly payFull timeTemporary workPart timeFlexible hours
$24.92 - $30.46 per hour
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...(medical, dental, vision) Basic term and optional term life insurance Short‑term and long‑term disability Pregnancy disability and...Temporary work$50k - $75k
...Fiesta Auto Insurance - Insurance Agent Opportunity Fiesta Auto Insurance G&P is the #1 franchisee nationwide for Fiesta Auto Insurance. With locations in over 50 cities across California, we are proud to serve the CA076 community and surrounding areas with trusted...Weekly payFull timePart timeImmediate startMonday to FridayShift workWeekend workDay shift- ...guided by a common purpose to help make financial lives better through the power of every... ...or exceeded. • Achieved additional professional designations such as Certified Financial... ...Planning Counselor (CRPC). • Obtained your insurance licenses. Minimum Education...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...in-home or virtual consultations with qualified leads Educate customers on ADT’s home security solutions Close sales with professionalism and urgency Schedule installations and ensure follow-through Log all customer activity in CRM and follow up as needed...Weekly payWork at officeFlexible hours
- Fiesta Auto Insurance G&P is hiring an Insurance Agent in Pittsburg, CA. You will develop customer relationships, earn commissions on various services, and receive extensive paid training to obtain your Insurance license. This is a full-time role with opportunities for...Hourly payFull time
- Fiesta Auto Insurance - Insurance Agent Needed Are you looking for a dynamic work environment where you can utilize your skills and... ...an Insurance Agent, you will have the opportunity to develop professional relationships with customers. As an Insurance agent not only...Hourly payFull timeWork at officeMonday to FridayFlexible hoursShift work
$23 - $31 per hour
...relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven... ...01(k) Plan ~ Paid time off ~ Disability benefits ~ Life insurance, critical illness insurance, and accident insurance ~...Work experience placementFlexible hours- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes... ...clients in selecting the best retirement options and life insurance policies Build and maintain strong client relationships Stay up...Full timePart time
$23 - $25 per hour
...Loan Consultant II (CA) At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality... ..., vision benefits, paid time off, paid holidays, 401(k), life insurance, long-term disability, tuition assistance and an employee...Hourly payWork at office- ...relations and driving agency growth. You will act as a vital link between customer needs and our agency operations, promoting relevant insurance products and services. Your social skills, sales mindset, and commitment to customer success will help improve lives in the...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor/ Insurance Professional (Experienced). Be the first to apply!
- financial services professional Brentwood, CA
- financial sales Brentwood, CA
- financial Brentwood, CA
- financial banking Brentwood, CA
- insurance customer service advisor Brentwood, CA
- pet insurance Brentwood, CA
- sales representative insurance Brentwood, CA
- insurance sales Brentwood, CA
- insurance law Brentwood, CA
- rn insurance assessment Brentwood, CA


