Financial Representative
Northwestern Mutual
Our Northwestern Mutual office in the Capital Region Albany, New York area is rapidly expanding and currently seeking an energetic Financial Representative to continue our ambitious growth plan. Northwestern Mutual, one of the “World’s Most Admired” companies according to FORTUNE® magazine, has helped clients achieve financial security for more than 160 years. Northwestern ranks #88 on FORTUNE® 500, was named the “World’s Most Admired” life insurance by FORTUNE® magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com. About the Role As a Financial Representative you will build long-lasting relationships, offer guidance while providing solutions to help clients meet their financial goals and objectives. Financial Representatives are supported by an onboarding process, continuous training programs, mentoring and unlimited access to resources to assist their clients. Financial Representatives are also supported by a network of specialists who together provide guidance on: Comprehensive Financial Planning Asset & Income Protection Personal Planning Analysis/ Business Needs Analysis Education Funding Investment & Advisory Services Trust Services/Estate Analysis /Retirement Solutions/Employee & Executive Benefits Responsibilities Offer a personalized/need based approach to providing customized solutions tailored to each client’s long term financial goals and objectives. Managing financial risk and achieving financial security in the areas but not limited to; life insurance, disability insurance, long-term care insurance, annuities and investments. Create a referral-based practice to build your clientele. Qualifications 4 Year Bachelor's Degree Required Skills Strong interpersonal and networking skills Self-starter, go-getter mentality, ability to overcome adversity History of high achievement demonstrated by rapid growth and consistent, measurable results Ability to develop lasting, meaningful relationships as well as influence others Preferred Skills 1 years of sales experience Strong preference towards professionalism and development #J-18808-Ljbffr
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Albany, NY1 day ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Albany, NY9 hours ago$42.74k - $71.24k
...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively...SuggestedHourly payFull time$42.99k - $65k
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...SuggestedHourly payFull timeWork experience placementDay shift$47.47k - $51.63k
...at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members...SuggestedFull timeWork at office$40.88k - $42k
...As a financial aid counselor, you will play a crucial role in assisting students in navigating the financial aid process, ensuring... ...essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...Work at officeRemote workExcelsior Collage
Albany, NY1 day ago$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...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Albany, NY4 days ago- ...WizeHire, Inc is seeking ambitious individuals to join as Financial Representatives with no prior experience required. You will provide financial guidance to individuals, families and businesses to help them reach long-term goals. Through a structured training program,...
WizeHire
Latham, NY3 days ago $50k - $70k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...Start working todayWork at officeThe Vermont Agency
Albany, NY3 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...path 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 Life Insurance Company
Albany, NY5 days ago$59.1k - $196k
...more than just technology. From rapid deployments to entire transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday Adaptive Insights Consultant,...Full timeWork experience placementLive inWork at officeLocal area- ...Collect the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serve as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives...Interim role
- We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...
$90.2k
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow...Full timeLocal area- Voya Financial Advisors is seeking experienced financial professionals to join our Retirement Advisory Distribution (RAD) team. RAD Advisors help individuals and retirement plan participants achieve their financial goals through retirement planning, wealth management, and...
- Looking to start your career as a Retirement Planning Professional? If you have a positive, professional demeanor and understand the importance of making and keeping loyal customers happy, this opportunity is perfect for you! Here are the Details: Start Date: September ...Contract workWork at officeWork from home
$50k - $60k
...annually AVAILABILITY: Monday- Friday 8:30am-5:00pm Position Summary: Responsible for meeting with clients to assess their financial situation, presenting financial plans that include both short-term and long-term goals, and tailoring specific plans to assist...Full timeTemporary workWork at officeMonday to FridayPioneer Bank ℠
Albany, NY2 days ago- ...Financial Representative Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative...Flexible hours
Thoroughbred Advisors
Latham, NY2 days ago $75k
...Entry-Level Financial Representative Thoroughbred Advisors - National Life Group Latham, New York, United States About this position Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious...Flexible hoursThoroughbred Advisors
Latham, NY3 days ago- ...Bank of America Wealth Management is seeking a seasoned Financial Advisor to deliver comprehensive wealth planning and investment guidance to clients, with goals-based strategies and a personal advisory relationship. The role requires FINRA Series 7 & 66 registrations,...
Bank of America
Albany, NY3 days ago - ...CFOs and controllers transform core accounting and finance operations on Oracle Cloud ERP.You blend deep functional knowledge of Financial General Ledger and Sub-ledger processes with strong consulting, communication, and delivery skills. You are comfortable partnering...Full timeWork experience placementLive inWork at officeLocal area
$96.34k - $121.41k
Position InformationNY HELP: NoAgency: Homeland Security and Emergency Services, Division of Title: Homeland Security Program Analyst 3Occupational Category: Other Professional CareersSalary Grade: 25Bargaining Unit: PS&T - Professional, Scientific, and Technical (PEF)Salary...Permanent employmentFull timeWork at officeLocal areaRemote work$50k - $80k
...Job Description What is the opportunity? The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate...Full timeWork experience placementFlexible hoursRBC Capital Markets, LLC
Albany, NY5 days ago$46.99k - $122.4k
...development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs,... ...for this role is: $46,988.00 - $122,400.00 This pay range represents the base hourly rate or base annual full-time salary for all...Hourly payFull timeTemporary workWork experience placementLocal areaCVS Health
Albany, NY2 days ago- Excelsior University is seeking a Financial Aid Counselor to support students through the financial aid process and planning. You will advise on aid programs, assist with applications, and ensure regulatory compliance. The role emphasizes accessibility to education and...Remote job
- Accenture is seeking a Workday Financials consultant to join its US advisory team. You’ll help clients deploy payroll, cloud-based HR and financial management solutions that accelerate transformation and deliver measurable value. Responsibilities include gathering requirements...
- We Are:Accenture’s SAP practice, and we live to see how this can transform the way we live and work. We are the industry-leader for building SAP solutions and we’re curious and always learning. We’re building the smartest team on the planet, and helping our people gain ...Full timeWork experience placementLive inWork at officeLocal area
- TIAA is seeking a Wealth Management Advisor to build and deepen relationships with an established book of high-net-worth clients, delivering tailored strategies that align with fiduciary standards. You will partner with clients across retirement planning, investments, and...Flexible hours
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$58.44k - $93.5k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full... ...All other duties as assigned. The job duties listed above are representative and not intended to be all-inclusive of what may be expected...Full timeContract workTemporary workWork experience placementWork at office
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