Financial Service Professional
New York Life
Job Description
Job Description
Career Description: Financial Professionals work with clients to identify, outline and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Training, Support and Professional Development:NYLIC University is one of the most comprehensive and well-respected training programs in the industry. Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity. Career Advancement - After two years as a successful agent, additional opportunities that maybe available include: Partner, Development Manager, Product Consultant, and Home Office opportunities in recruiting, marketing, or training.
$60k - $100k
...Description Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity,... ...you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services...SuggestedFull timePart timeImmediate start$117.36k
...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...SuggestedFull timeContract workFor contractors- ...Long Island, NY, we believe in empowering you to achieve your dreams while you help others reach theirs. As an entry-level financial professional, you'll join a Fortune 100 company with a rich history of over 175 years in the finance industry. We're proud of our commitment...Suggested
- ...of Uniondale, NY Are you competitive? Do you have grit? Jump into the world of financial services by applying to join our growing team as an entry-level financial professional! We are looking for a people person with strong listening skills, attention to detail,...SuggestedFull timeWork at officeFlexible hours
$120k
...Job Description Job Description Join us at NYL - Nassau GO as a Financial Services Professional, where you'll play a vital role in empowering individuals to achieve their financial dreams. You'll have the opportunity to grow your career with a Fortune 100 company known...SuggestedOngoing contractFlexible hours- ...Blue Ocean Wealth Solutions, LLC — Financial Services Professional At Blue Ocean Wealth Solutions, LLC , our mission is to empower individuals to achieve lasting financial independence — both our clients and our professionals. As a proud partner of MassMutual , we...Full timeContract workFor contractorsLocal area
$77k - $214k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance... .... You will review and analyse financial data, prepare and file tax returns, and... ...and recommendations.Uphold and reinforce professional and technical standards (e.g. refer to...Full timeSecond jobH1b$75k
Are you competitive? Do you have grit? Jump into the world of financial services by applying to join our growing team as an entry‑level financial professional! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively...Full timeFlexible hours$77k - $214k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance... .... You will review and analyse financial data, prepare and file tax returns, and... ...and recommendations.Uphold and reinforce professional and technical standards (e.g. refer to...Full timeH1b$77k - $214k
...Tax Senior Associate, you will play a pivotal role in our Financial Services Tax practice, helping clients navigate the complex national... ...complex problems, mentor junior team members, and maintain professional standards. You will focus on building meaningful client relationships...Full timeH1bLocal areaOverseas$80k - $150k
...Provided We are seeking an experienced financial advisor to assist clients in designing... ...financial needs Ensure exceptional customer service is provided to existing clients; track... ...planning software is vital Current professional license CPA, or CFP (Certified Financial...$100k
...and we are currently looking for a new financial advisor to join our entry-level ranks.... ...candidate will be eager to learn the financial services ropes needed for effective wealth... ...: Consider clients’ life stage, professional circumstances, and changing financial needs...Live inWork at office- ...Preservation (CWP) is seeking 1–2 Junior Financial Advisors to join our growing wealth... ...designed for an early-career financial professional who is looking to build a long-term career... ...planning, and client advisory services while working alongside experienced advisors...Local area
- ...Join Eastern Advisory Group as an entry-level financial advisor and be part of a team that empowers individuals and businesses to achieve... ...our efforts in delivering exceptional financial advice and services. With us, you'll have access to comprehensive training and mentorship...
- ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals... ..., including educators, healthcare professionals, nonprofit employees, and public‑sector... ...preferred. Prior experience in financial services, wealth management, banking, insurance,...
$45k - $100k
...may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a... ...using, not obtaining, the rating. If you find yourself at a professional crossroads, a career as a financial advisor may be the...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$116k
...individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor... ...financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Determine...Work at office- ...individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align... ...to meet client needs. Recommend investment products and services that are suitable for prospects based on their objectives, resources...
$85k - $132k
...Job Description Job Description Financial Advisor / Financial ProfessionalAbout the... ...in the lives of others. As a Financial Professional, you will help individuals, families, and... ...nation's most established financial services organizations. You'll have the flexibility...Flexible hours$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale-not settle. We deliver a distinctive experience that blends growth opportunity with deep support-helping advisors build...Flexible hours- ...more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients... ...candidate will be success driven with a client service attitude and the ability to deliver high touch, professional service. Responsibilities: Delivering...Work experience placementWork at officeImmediate startWork from home
- ...Senior Financial Representative Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive... ...holistic financial planning. Responsibilities: Customer Service: Advisors are responsible for all functions of client relationship...Work experience placementWork at officeImmediate startWork from home
$100k
Overview Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their...$66.3k - $70k
Jovia Financial Credit Union is seeking a Wealth Advisor to deliver comprehensive financial services within a fast-paced environment. Candidates should have a minimum of two years of investment sales experience, maintaining necessary licenses, and proficient in Microsoft...Work at office- ...deploying and recruiting top talent, we offer services through direct recruiting, always-on... ...the success of both businesses and professionals.Role DescriptionWe are seeking a full-time... ...will be responsible for managing financial records, preparing financial reports, and...Full time
$32k
...place to work. What You’ll Do FourLeaf Financial Group Advisors work with members on a... ...relationship genesis, providing financial services and products based on current and... ...trust and sincerity. Our advisors are professionals maintaining specific training, licensing...Base plus commissionFlexible hours- ...Deltek or a comparable enterprise accounting platform.Responsibilities:• Lead monthly close activities by preparing entries, reviewing financial activity, and helping ensure accurate and timely reporting.• Maintain the general ledger by recording transactions properly and...
$85k - $115k
...will be performing various accounting and tax functions, including financial statement preparation, closings, income, payroll, sales tax return preparation review, and general business advisory services.Requirements* Degree in Accounting * CPA completed or in progress is...$75k - $125k
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act... ...you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services...Full timePart timeImmediate start$85k - $115k
DescriptionKforce's client, a well-established Long Island-based boutique CPA/Tax Advisory firm in Melville, NY, is seeking a Senior Accountant.Summary:This role will offer a combination of onsite (new offices) and remote work options. In this role, the Senior Accountant...Work at officeRemote work
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