Financial Professional
$80k - $120kNew York Life - Metro DC
Job Description
Job Description
Join a forward-thinking team at New York Life - Metro DC as a Financial Professional. Here, you’ll play a vital role in helping individuals and businesses achieve long-term financial security through personalized insurance and financial solutions. We’re committed to your growth and success, offering structured training, mentorship, and support, including licensing for Life, Health, and Securities. This is more than just a job; it's a transformative journey with a clear path to leadership opportunities.
Our company culture thrives on collaboration and innovation, ensuring that you’ll be part of an engaging and supportive environment. We offer a flexible work setting and competitive compensation, providing you with the potential for high income and career advancement. At New York Life, we pride ourselves on our commitment to diversity and employee well-being, consistently recognized by industry accolades. Let’s work together to build a brighter financial future for you and your clients. Compensation:$80,000 - $120,000 yearly
Responsibilities:- Guide clients in creating personalized financial plans that align with their goals and aspirations.
- Educate clients on a variety of insurance and financial products to ensure they make informed decisions.
- Build and maintain strong, trusting relationships with clients through regular communication and follow-ups.
- Collaborate with team members to develop innovative strategies that enhance client satisfaction and business growth.
- Stay informed about industry trends and regulatory changes to provide up-to-date advice and solutions.
- Utilize company resources and tools to streamline processes and improve client service efficiency.
- Participate in ongoing training and professional development to enhance your skills and knowledge base.
- Experience in financial planning or a related field, with a focus on client-centric solutions.
- Ability to communicate complex financial concepts in a clear and relatable manner.
- Proven track record of building and nurturing long-term client relationships.
- Strong analytical skills to assess client needs and tailor personalized financial strategies.
- Familiarity with insurance products and financial services, with a willingness to learn more.
- Ability to collaborate effectively with team members to drive innovative client solutions.
- Commitment to continuous learning and professional development in the financial industry.
New York Life Insurance Company is one of the most respected and financially strong institutions in the industry, with over 175 years of history. At New York Life, we are committed to helping individuals, families, and businesses build long-term financial security through personalized insurance and financial solutions. We focus on developing high-performing professionals by providing comprehensive training, mentorship, and support, including licensing for Life, Health, and Securities.
What We Offer:
- Structured training and mentorship
- Licensing support and career development
- Access to a broad range of financial solutions
- Flexible work environment with strong income potential
- Clear path to leadership opportunities
- Fortune 2024: World's Most Admired Companies
- Forbes 2024: America's Best Employers for Diversity
- Seramount: 2024 Best Companies for Multicultural Women.
- Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life
Vacancy posted 20 days ago
Similar jobs that could be interesting for youBased on the Financial Professional in Bethesda, MD vacancy
- ...years, New York Life has helped individuals, families, and businesses navigate life's financial goals and challenges through changing markets and generations. As a New York Life professional, you play a direct role in helping people plan and protect what matters, and...SuggestedFull timeLocal area
New York Life
Silver Spring, MD1 day ago $93k - $191k
...Transformation Office (TTO) requires hands-on understanding of professional services, models for third-party relationships, and relevant... ...Management Professional (PMP)Preferred:Experience in a tax, financial services, or professional services environment, with exposure...SuggestedWork at officeLocal areaVisa sponsorshipShift work$78.68k - $160.75k
...opportunity to join a growing practice and collaborate with professionals across Tax, Advisory, Consulting, and Audit & Assurance.Recruiting... ...AgentProject Management Professional (PMP)Chartered Financial Advisor (CFA)Professional EngineerPreferred:Advanced degree in...SuggestedWork at officeLocal areaVisa sponsorship$78.63k - $160.75k
...and special tax related projectsThe TeamWe have dedicated tax professionals that are committed to executing on implementing our firm... ...AgentCertifications:Project Management Professional (PMP)Chartered Financial Advisor (CFA)Professional EngineerGRIPreferredAdvanced degree...SuggestedWork at officeWorldwide- Job Position: Senior Staff AccountantDepartment: AccountingReports to: Senior Director of Finance OperationsFLSA: Exempt (PRO-LRN)Status: Full-Time Work Location: Richmond, VAOVERVIEW: The Radio One story began simply with a dream and one radio station. Forty years, 13 ...SuggestedFull timeWork at office
- ...such, this role requires strong capital management, analytical, financial, project management, communication, interpersonal, written... ...Qualifications ~12+ years of related financial services professional/industry experience – previous experience related to capital...
MDA Edge
McLean, VA1 day ago - ...ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial... ...supporting a multi-state workforce. Experience in financial services, professional services, or a fast-growing organization. Experience with...Work at office
Aon plc
Washington DC3 days ago $120k - $180k
.... What You’ll Work On: We are seeking an experienced professional help grow our Rail & Transit practice with their deep expertise... ...revenue forecasting, preparation and due diligence of financial models, and P3 advisory. Working as part of our Rail and Transit...Local areaFlexible hoursSteer Inc
Washington DC2 days ago$128.5k - $155.75k
...team member who is interested in helping clients achieve their financial goals and building a great career as a consultative insurance... ...’s what we can offer you. Being an insurance and financial professional at New York Life is more than a profession; it’s an opportunity...Immediate startNew York Life - Tyson's Corner
Arlington, VA21 days ago- ..., long-term care insurance, and group disability insurance products, as well as mutual funds. Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Whether you’re out meeting with clients, working in a new market or putting...Work at officeFlexible hours
New York Life
Alexandria, VAmore than 2 months ago $75k - $85k
...you join our team, you'll work alongside the most dedicated professionals in the industry and open the door to unlimited career opportunities... ...team.Job DescriptionWhat You Will Do: We are looking for a Financial Analyst to join our fast-paced East Operations Finance Team....Temporary workWork at officeLocal area$73.8k - $130.18k
Reference: 725892BRPosted: 2026-05-19Location: Bethesda, MarylandSalary: $73,800 - $130,180Clearance: NoneCompany: Lockheed MartinDescription:We're seeking a tax accountant who would like to join a large corporate organization and grow your skills and knowledge in tax accounting...Full timeTemporary workPart timeWork experience placementWork at officeLocal areaRemote workFlexible hours- ...the Intelligence Community, is seeking creative and dedicated professionals to fulfill their career goals and objectives while delivering... ...an experienced Resource Analyst for budget execution and financial analysis. In this role, you will regularly interface with Directorate...
$104k - $166k
Responsibilities The Financial Services Budget Formulation Analyst assumes a pivotal role within the customer’s organization, playing a critical and multifaceted part in bolstering the Intelligence Planning, Programming, Budget, and Execution Process (IPPBE). In this...Contract workWork at officeShift work$120.7k - $188.73k
...and contribute to the analysis and reporting of a component’s financial activities and budget.Assist in crafting comprehensive spend... ..., financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, and work-life programs. Our...Full timeContract workPart timeLocal areaRemote work$90k - $120k
...as COBIT, NIST, ISO, or COSOExcellent analytical, communication, and stakeholder-management skillsA Successful Candidate Brings:Professional certifications such as CISA, CISSP, CIA, or CPAExperience auditing ERP systems (Oracle, SAP, or similar enterprise platforms)Exposure...Full timeTemporary workWork experience placementImmediate startFlexible hours$80.83k - $129.32k
...primary responsibility for preparing the income tax provision and financial reporting under ASC 740. This role works closely with the... ...annual tax provision, coordination of tax compliance with professional service providers, support for financial statement disclosures...Full timeFlexible hours$80k - $120k
...Tax /*generated inline style */ Job Description As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and...Local areaFlexible hours3 days per week- ...monthly and quarterly meetings. The candidate will be responsible for working with various branches to ensure that the new and existing financial processes are understood and implemented correctly. Integral to the role is the ability to analyze data to understand trends,...Contract workWork at officeRemote work
$64.1k - $75.4k
...Collaborates with Operations Controllers to ensure the accuracy of the financial books, partnering with Business Development and Legal to... ...Education and Experience: The combination of education and professional experience must exceed 5 years: In a technical role: Requires...Local areaFlexible hoursAvolta
Bethesda, MD2 days ago- ...Property Accountant We are seeking a detail-oriented Property Accountant to manage the day-to-day financial operations and monthly reporting for a portfolio of housing properties. This role offers the opportunity to work within a specialized accounting environment...
Cherry Bekaert
Bethesda, MD1 day ago $49.5k - $82.5k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift workPNC
Bethesda, MD1 day ago$80k - $90k
...keeps the official books and records of the company, publishes financial statements and compliance documents, and provides analyses... ...ability to thrive in a dynamic, fast-paced environment. Strong professional judgment and integrity. Ability to show ownership of your...Temporary workWork experience placementLocal areaRemote workMonday to FridayFlexible hoursWalker & Dunlop
Bethesda, MD3 days ago$90k - $120k
...opportunity to build your career, collaborate with talented professionals, and make a meaningful impact supporting important federal missions... ...ideal candidate will be responsible for maintaining accurate financial records, performing account reconciliations, supporting month...Contract workTemporary workFor contractorsWork at officeFlexible hours3 days per weekInformation Systems & Networks Corporation
Bethesda, MD20 days ago- ...and support strategic business decisions. You will also review financial statements, lead portions of audit procedures, and mentor... ...team members. Who You Are You are a motivated accounting professional with strong attention to detail and a desire to learn. The ideal...Summer workWork at officeLocal area
RYAN & WETMORE PC
Bethesda, MDmore than 2 months ago - Major Duties and Responsibilities Transaction Entries Posting Daily General Ledger journal entry posting Daily core system posting Daily end of day closing/update of General Ledger Monthly Prologue General Ledger journal entry posting to the Bank Monthly Prologue General...Temporary workLocal area
NACBA
Bethesda, MD4 days ago - ...to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby®, a system of... ...data into information, and supports a team of experienced professionals to enhance a company's success by improving financial performance...Work at office
Rose Financial Services
Silver Spring, MD2 days ago - ...Description Job Description An established CPA firm is seeking an accountant with public accounting experience. While providing professional services to Individuals, S-Corps, C-Corps, Partnerships, Estates, Trusts and Pension Plans, we are dedicated to providing expert...Casual workWork at office
Katz & Co., P.A.
Bethesda, MDmore than 2 months ago $60k - $75k
...finance team. This is an excellent opportunity for a recent accounting graduate or early-career professional looking to build a strong foundation in accounting and financial operations. The Staff Accountant will work directly with the Chief Financial Officer (CFO),...Full timeInternshipWork at officeMonday to FridayCareTalk Health
Bethesda, MD3 days ago- ...contractor, is hiring a Staff Accountant to support our finance team's day-to-day accounting operations. You'll help maintain accurate financial records, support month-end close, and ensure compliance with accounting standards with real opportunity to grow into construction...Full timeContract workTemporary workFor contractors
Commercial Express HVAC
Bethesda, MD4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Professional. Be the first to apply!
Related searches
- fee only financial planning professional Bethesda, MD
- financial services professional Bethesda, MD
- one main financial Bethesda, MD
- financial institutions Bethesda, MD
- financial software developer Bethesda, MD
- financial banking Bethesda, MD
- financial sales Bethesda, MD
- finance financial Bethesda, MD
- workday financials Bethesda, MD
- citizens financial group Bethesda, MD