Financial Services Professional
New York Life Insurance Company
Job Description
Job Description
Job description Financial Advisor / Registered Representative / Agent Career Description: Financial Advisors help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies LLC and NYLIFE Securities LLC, our Financial Advisors offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products and impeccable service. Financial strategies may include but are not limited to: risk and asset management, retirement planning, education funding, business succession planning, special needs planning, legacy and estate planning. Training, Support and Professional Development : New York Life offers a comprehensive three-year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice. You will be in business for yourself - but never by yourself. Qualifications: We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible ratings from 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 61 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2015. Mission: Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That's why we call ourselves The Company You Keep ®. Financial Advisors 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 Benefits: 401(k)401(k) matchingDental insuranceDisability insuranceFlexible scheduleHealth insuranceHealth savings accountLife insurancePaid time offParental leaveProfessional development assistanceRetirement planTuition reimbursementVision insurance Schedule: Monday to FridayWeekends Supplemental pay types: Bonus payCommission pay
- ...! Make a difference in the Latino Community.Thrivent Financial is seeking bilingual professionals who are committed to building a financial practice by... ...their money and live generously.Thrivent is committed to servicing the Latino Community and you joining Thrivent’s...SuggestedFull timeLocal area
$117.36k
...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, we will invest in you from the start, training... ...of your work for years to come and grow personally and professionally along with your clients. What we offer Training and development...SuggestedFull timeContract work$40k - $65k
Overview Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle...SuggestedWork at officeFlexible hours- A financial services company is seeking a motivated Financial Professional to work remotely. This role involves educating clients about financial literacy and helping them achieve their financial goals. No prior experience is required, as full training and mentorship will...SuggestedRemote jobFlexible hours
$40k - $130k
Bankers Life in San Antonio, Texas, is seeking ambitious Financial Professionals to build a successful career in financial services. The company offers award-winning training and a flexible work schedule that accommodates personal lifestyles. Successful candidates will...SuggestedFlexible hours- ...About the job Entry-Level Financial Professional ABOUT THE JOB Our purpose is to empower people to achieve financial well‑being. We achieve... ...to make a positive impact in the community. Customer service and/or management experience. Ability to pass a...Remote work
- ...Available Application Deadline: 09/30/2026 BOK Financial Corporation Group includes BOKF, NA;... ...on providing your clients with full-service financial offerings and recommending... ...the employer of choice for all mortgage professionals. We are committed to our employees, customers...Minimum wageWork at officeLocal area
$103.45k - $197.73k
...mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice... ...education assists employees with their professional goals.For more details on our outstanding benefits...Full timeWork experience placementH1bWork at officeRemote workHome officeRelocation packageFlexible hours- ...a Management and Operations Consulting Services Firm focusing on providing value to clients... ...together the talents of nearly 190 professionals nationally to complete a wide variety of... ..., Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State...Full timeContract workTemporary workFor contractorsWork at officeFlexible hours
- SWBC is seeking a talented individual to assist with analyzing financial status by collecting, monitoring, and studying data, as well... ...leaders and employees across a vast enterprise of products and services while making recommendations and implementing change. This position...Full time
- ...Management (SIEM) and System Security. Coordinate efforts with financial statement audit resources and other integrated process teams... ...observations, walkthroughs, and coordination of audit meetings to include service providers. Strong RMF and FFMIA experience Knowledge of...For contractors
- ...fastest-growing tech-enabled business services companies in the USA, with a strong call... ...education, telecom, technology e-commerce, and financial services. Our contact centers are... ...to fostering an environment where professionals can build meaningful careers, access continuous...Full timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workFlexible hours
- ...outreach, needs assessments, and consultative sales conversations. Serve as a trusted advisor to clients, matching financial products and services to meet their goals. Proactively educate clients on self-service and digital banking solutions (mobile, online, ATMs...Work at officeLocal areaAfternoon shift
- ...as a stable, profitable, and innovative financial institution.The focus is on engaging... ...ones through loans, deposits, treasury services, and other approved bank products.Ensure... ...supports the bank's goals.Commit to ongoing professional development, particularly in the areas...Work at officeMonday to Friday
- ...fastest-growing tech-enabled business services companies in the USA, with a strong call... ...education, telecom, technology e-commerce, and financial services. Our contact centers are... ...to fostering an environment where professionals can build meaningful careers, access continuous...Full timeTemporary workCasual workWork at officeLocal areaRemote workFlexible hours
- ...legacy of providing unparalleled banking services.Who you are: As an Enterprise Risk... ...organization. You'll mentor a team of risk professionals while driving key programs suc, risk... ...related field5+ years of experience in financial services, risk management, audit, compliance...Full timeWork at office
$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- ...growth.Essential duties include the following:Develops customer financial profiles to determine suitability of investment products based... ...and existing on the purchase or sale of securities, financial services, insurance and investment plans, based on specific customer...Full timeLocal area
$114.08k - $218.03k
...mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice... ...Methodology team within the Audit Services Professional Practices Group. Supports the development and...Full timeH1bWork at officeRemote workHome officeRelocation packageFlexible hours$143.32k - $273.93k
...mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice... ...and manages a high performing team of risk professionals through recruitment, training, coaching, performance...Full timeWork experience placementH1bWork at officeRemote workHome officeRelocation packageFlexible hours$77k - $214k
...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice and guidance to clients on tax... ...inform insights and recommendations. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and...- ...Universal Banker to be a cross-trained retail banking professional, providing both new accounts and teller services. Maintains an in-depth knowledge of products and available services and performs a variety of financial services such as opening and closing accounts,...Full timeWork at officeLocal areaMonday to Friday
- ...and principles to network protocols, architectures, equipment, services, standards, and technology. Author documentation containing... ...(CUEC) Minimum of 4 years of audit, accounting, or financial and management advisory services experience. Proficient knowledge...For contractors
$25 - $30 per hour
...Analyst Financial Services 1 Primary Talent Partners has a new contract opening for an Analyst Financial Services 1 with our energy and utilities client in San Antonio, TX. This is a 12‑month contract with a potential for extension. Pay $25.00 - $30.00/hr; W2 contract...Contract workWork at officeLocal area$65k - $79k
...Employment type Employment type Full-time Job function Job function Accounting/Auditing and Finance Industries Accounting and Financial Services Referrals increase your chances of interviewing at Brewer Morris by 2x Inferred from the description for this job Vision...16 hoursFull timeTemporary workRemote work- Vericast is a financial institution performance partner with 150 years of financial services expertise. This accounting role analyzes and reviews complex transactions, ensures GAAP compliance, and supports special projects to drive accurate financial statements for Vericast...
$90k - $105k
Associate Director - Public Accounting, Legal, and Professional Services at SR Staffing Experienced Audit Senior Opportunity w/ Path Toward... ...-time Job function Accounting/Auditing and Finance Industries Accounting and Financial Services #J-18808-Ljbffr SR StaffingFull timeImmediate start$50k
...for planning, organizing, and executing professional-level accounting tasks in connection with the maintenance and monitoring of financial operations. Performs a wide variety of accounting... ...benefits are offered by Superior Vision Services. Two vision plan options that offer...Full timeBank staffWork at officeFlexible hours$80k - $85k
Company Description Vericast is the financial institution (FI) performance partner. We help banks and credit unions drive growth, improve... ...institutions look to Vericast and our 150 years of financial services expertise to help them achieve more. Job Description This...$20 - $50 per hour
...within the department. The position ensures timely and accurate financial reporting to prevent penalties and maintains assigned GL... ...Function Accounting/Auditing Industries Accounting and Financial Services Benefits Medical insurance Vision insurance 401(k) Get notified...Contract workLocal area
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