Financial Representative
National Financial Network - Guardian
Job Description
Job Description
Financial Representative National Financial Network – NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? National Financial Network [a member of The Guardian Network®] is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… · A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. · Desire to help others achieve their goals and dreams through cultivating long-term relationships. · Ambitious, entrepreneurial, and looking for career growth and development. What you’ll be doing… · Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services. · Develop and maintain a base of clients who value your input and guidance. · Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years. What we provide… · Development and training—locally, virtually and nationally—to support you as you build your practice with us. · Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. · Mentorship and joint-work opportunities. · A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. · Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Please visit the following to learn more about us… Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.
$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 hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...SuggestedFull timeFor contractorsInternshipLocal areaFlexible hours- ...solutions and delivering an exceptional client experience Advise clients on all aspects of wealth management including: asset allocation, financial management and wealth planning Serve as a resource for clients with complex wealth management needs and financial planning...Suggested
$75k - $85k
...When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for...SuggestedWork at officeLocal area$120k - $185k
...Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that...SuggestedFull timeWork experience placementLocal area- ...Massachusetts is looking for a Retail Banker II who will play an integral role in delivering exceptional customer service through financial expertise. The ideal candidate will have a strong background in customer service and sales, enabling them to effectively advise clients...Full time
$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$1,000 per month
...Overview College Financial Representatives in the Northwestern Mutual internship program receive guidance, connection, and a framework to build an integrated financial planning practice from the ground up. Participants, who come from varied academic backgrounds, develop...Full timeInternship- ...Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that...Full timeWork experience placementLocal area
$90k - $160k
...Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that...Full timeWork experience placementLocal area- ...our Health Care clients. Utilize business, finance, accounting, and analytical skills to prepare and execute transactions using financial modeling and analysis, financial and operational process optimization, data management, analytics and visualization, business plan...Full timeLocal area
$23.84 - $39.74 per hour
...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...Hourly pay$68k - $120k
...Middleton, Massachusetts is seeking a Business Development Associate who will provide exceptional service to clients while supporting Financial Advisors and their teams. The role emphasizes building trusted relationships and providing an exceptional client experience. This...$104k - $162.5k
...is responsible for building a team of highly productive sales representatives that can meet and exceed revenue expectations, as well as the... ..., results driven, managing & measuring team's results. Financial business acumen. Forecasting, P&L experience Ability to travel...Work experience placementNight shiftWeekend work$95k - $115k
Copyright Clearance Center (CCC) is seeking a Senior Financial Analyst focusing on workforce planning and financial analysis. The ideal candidate will have a strong financial background with 5-7 years of experience and advanced Excel skills. Responsibilities include budget...$86.7k - $138.7k
...QBR materials preparation, actuals reviews, SOX control support, and ad hoc G&A analysis. Partner cross‑functionally to streamline financial workflows and advance process automation and reporting enhancements. All About You We seek individuals who share our passion and...Local areaRelocationFlexible hours$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 office- ...We are looking for experienced Financial Professionals to join our team. You've built a successful practice, or helped another Advisor build their practice, and now you want more. At Harborline Wealth Advisors , we provide authentic, comprehensive financial planning and...Local area
- JPMorganChase in Massachusetts is seeking a Relationship Banker to serve clients in our branch network, building trust through personalized financial solutions and proactive engagement. You will manage client relationships, understand their needs, and connect them with the right...Weekend workAfternoon shift
- ...support customer needs through sales interactions in South Hamilton, Massachusetts. Responsibilities include identifying customer financial needs and ensuring exceptional customer service. The ideal candidate will possess a high school diploma, along with either two years...
- ...the examples and feedback that make advanced systems more accurate, consistent, and useful. For this role, that means putting real financial expertise to work: building, reviewing, and stress-testing the financial reasoning that the next generation of AI learns from....Contract workRemote workFlexible hours
$19 - $28.34 per hour
...through digital engagement, lobby management, transactional processing, and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Adhere to the established customer service standards and provide a differentiated...Hourly payImmediate start$119.5k - $199.1k
...seeking a Commercial Credit Senior Associate to assess and manage credit risk for commercial clients. This role involves analyzing financial statements and monitoring loan portfolios while ensuring compliance with credit policies. The ideal candidate should have a...- ...Officer Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach... ...effectively position our products and services in the market. Represent the bank at networking events, conferences, and industry seminars...Work at officeLocal area
$75k - $120k
...Professional Burlington, Burlington, MA, US 7 days ago Requisition ID: 1105 Salary Range: $75,000.00 To $120,000.00 Annually Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth...Full timeWork at office- ...on behalf of originator. Assist the originator with obtaining an accurate and thorough 1003. Analyze customer's credit and financial scenario and determining appropriate loan product(s). Run credit on loans assigned to an originator Run AUS findings and prepare...Minimum wageContract workWork at officeLocal area
- ...Northwestern Mutual offers an internship for College Financial Representatives focused on building an integrated financial planning practice. Interns will learn to network and prospect clients, develop business strategies, and gain experience with proprietary planning...Full timeInternshipFlexible hours
- ...Financial Solutions Advisor Stage I At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities...Work at officeImmediate startMonday to FridayShift workDay shift
$23 - $25 per hour
...industry leader in debt collection. Founded in 1991, Zwicker represents lenders in various consumer and commercial recovery efforts and... ...the United States. The Finance Associate performs day-to-day financial tasks, such as account reconciliations, journal entries, and...Hourly payFull timeWork at officeFlexible hours- ...TD Bank is seeking a Financial Advisor Associate in North Andover, Massachusetts. This role focuses on providing personalized financial advice to clients, managing their investment needs, and growing the client base through strong relationship building. The ideal candidate...
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