Entry-Level Financial Service Professional
$60k - $90kWizeHire, Inc
NYL - John Kelly • New York , NY , US Posted a month ago Description Apply today to embark on a rewarding career in a stable, industry-leading company that prioritizes doing right by its clients! We are looking for a self-disciplined, highly motivated new team member who is interested in helping clients achieve their financial goals and building a great career as a life insurance agent in the process. You will leverage our expansive line of products to develop financial strategies customized for each individual, family, and business you serve. Join us today! Responsibilities Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional Participate in educational meetings or seminars relevant to client risk-tolerant and financial objectives for research prior to offering sound financial advice Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer Qualifications The ability to successfully network to prospect, new potential clients, is a must Uncompromising integrity and the ability to effectively communicate complex programs and ideas are required Strong relationship management skills and/or experience required Compensation $60,000 - $90,000 at Plan per year About NYL - John Kelly About NYL - John Kelly: We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. #J-18808-Ljbffr WizeHire, Inc
- ...About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity ---You... ...opportunity and is not an hourly position We are a financial services staffing company now hiring for opportunities with...Entry levelHourly payFull timePart timeFor contractorsImmediate startRemote work
$15 per hour
...Advisors Explore a career as a Financial Professional. Take your career to the next level at Prudential Advisors. We have... ...prior knowledge of the financial services industry is required, but prior... .... Other related roles include: Entry Level Financial Advisor (Wall, NJ...Entry levelMinimum wageFull timeContract workPart timeInternshipWork at officeImmediate start$116k
A financial services firm in New York is seeking an enthusiastic entry-level financial advisor. The role offers opportunities for growth and focuses on helping clients reach their financial goals through various planning services. Candidates should be dedicated to excellent...Entry level- ...A financial services firm based in the United States is seeking a remote Staff Accountant. The role involves managing accounts receivable... ...Finance is required, with CPA certification preferred. This entry-level position offers the opportunity to support grants...Entry levelRemote work
- ...A leading financial services provider in the United States is seeking an entry-level financial professional ready to engage with clients and help them achieve their financial goals. No prior experience is required as comprehensive training will be provided. Ideal candidates...Entry levelFlexible hours
$80k - $110k
...Legacy Leadership Development is looking for motivated Entry-Level Financial Professionals for a fully remote position in the United States. Responsibilities... ...include partnering with clients, delivering financial services, and educating them on essential principles....Entry levelRemote work$70k
...A financial services firm is looking for an entry-level financial advisor to assist clients in achieving their financial goals. The ideal candidate should possess excellent communication and math skills, a Bachelor's degree in finance or a related field, and a basic understanding...Entry level- ...WizeHire, Inc is expanding and seeking a new entry-level financial advisor. The ideal candidate will be eager to learn about financial services and help clients achieve their monetary... ...package, training allowance, and professional development opportunities to support your...Entry levelFlexible hours
- ...A financial services company is seeking a Remote Entry-Level Financial Advisor to provide guidance and support to clients in achieving their financial goals... ...position offers a flexible remote work environment and professional development opportunities. #J-18808-Ljbffr...Entry levelRemote workFlexible hours
- ...Consulting, LLC, based in Sedalia, Missouri, provides tailored financial services for community health centers and nonprofits, backed by over... ...in the healthcare or nonprofit sectors is a plus Seniority level Entry level Employment type Full‐time Job function Accounting/...Entry levelFull timeInterim roleRemote work
- ...A financial services firm is seeking a Remote Entry-Level Financial Advisor to provide financial guidance and support to clients. You will conduct consultations, develop personalized financial plans, and recommend investment strategies. The role offers comprehensive training...Entry levelRemote workFlexible hours
- Virgo & Aries LLC is seeking an Entry-Level Financial Services Consultant II to work from home in Hoboken, New Jersey. This position is designed for individuals looking to start a meaningful career in financial services, providing comprehensive training and mentorship....Entry levelRemote workWork from home
$88k - $125k
...Management and Consulting is seeking Financial Consultants for a fully... ...seeking flexibility and professional development. The position involves... ...of $88,000 to $125,000, this entry-level role offers valuable experience in the financial services industry. #J-18808-Ljbffr...Entry levelFull timePart timeRemote workFlexible hours- American Income Life Insurance Company is seeking representatives to provide supplemental insurance coverage to labor unions, credit unions, and associations. This role focuses on developing long-term relationships with clients and ensures that they feel comfortable during...Entry levelFlexible hours
$50.03k - $73.7k
A leading financial services company in New York is seeking an entry-level Universal Banker responsible for assisting in sales and service activities. The role involves fostering customer relationships, resolving account issues, and supporting financial transactions. Ideal...Entry level- ...individual to join our team as a Remote Entry-Level Financial Advisor. As an Entry-Level Financial... ...Enthusiasm for the financial services industry and a passion for helping others... ...supportive work environment with a focus on professional development #J-18808-Ljbffr...Entry levelRemote workFlexible hours
$50.03k - $65.27k
A global financial services company is looking for an entry-level Universal Banker in New York, New York. This role involves assisting customers with account services and executing financial transactions while fostering customer loyalty. Candidates should have 1-3 years...Entry levelFull time$24.05 - $31.37 per hour
A financial services company is seeking an entry-level Universal Banker in New York, NY. This role is responsible for assisting in account openings and providing excellent customer service to resolve issues. The ideal candidate should have 1-3 years of relevant experience...Entry levelHourly payPart time- ...Knugget Financial Services specializes in providing tailored financial solutions for veterans, active-duty service members, and their families... ...degree in Finance, Economics, Business, or related field Seniority level Entry level Employment type Full-time #J-18808-Ljbffr...Entry levelFull timeRemote work
- ...Direct message the job poster from DT Financial Financial Professional at Top Flight Financial Overview We... ...of financial products and services Experience (Not Required) Proven experience... ...Finance, Economics, or related field *Entry Level is also accepted (with training) Seniority...Entry levelContract workRemote work
$2,500 - $20,000 per unit
...opportunity to work from home as an Entry-Level Financial Consultant, available both part-time... ...the current high demand for financial services, this is an excellent time to join our... ...U.S. Department of Labor, financial professionals are currently ranked as the #1 growing...Entry levelFull timeContract workTemporary workPart timeWork from homeFlexible hours- ...A financial services firm is seeking a Financial Planning Associate to support senior advisors in delivering personalized financial plans... ...in starting a long-term career in financial services, this entry-level role involves helping clients achieve financial goals. Applicants...Entry levelFlexible hours
$50.03k - $65.27k
A financial services provider is seeking a Universal Banker in New York to assist with sales and customer service activities. This entry-level role emphasizes building customer relationships to foster loyalty and enhance sales. Ideal candidates will have 1-3 years of relevant...Entry levelHourly payFull timePart time- A leading financial services firm is seeking an Entry-Level Accountant who will support day-to-day financial operations and help maintain accuracy in financial... ...and proficiency in Excel. Opportunities for professional growth and development are provided. #J-18808-Ljbffr...Entry level
- ...growing tech-enabled business services companies in the USA, with a... ...technology e-commerce, and financial services. Our contact... ...fostering an environment where professionals can build meaningful careers... ...our Marketforce team. This entry-level role is ideal for someone looking...Entry levelFull timeTemporary workCasual workWork at officeLocal areaRemote work
- A growing financial services firm is seeking an Entry-Level Financial Consultant to work remotely and help clients with financial strategies. The ideal candidate will have strong communication skills, be self-motivated, and willing to obtain a state license. This position...Entry levelRemote jobFlexible hours
- ...Remote Entry‑Level Financial Advisor – Brand & Associates Brand & Associates is seeking a passionate... ...grow in the financial s … Customer Service Representative / Travel Agent –... ...with unlimited income potential, professional grow … Online Survey Participant –...Entry levelHourly payFull timePart timeRemote workWork from homeFlexible hours
$75k - $100k
...embark on a rewarding journey as an Entry-Level Financial Consultant with our dynamic company?... ...Work for Us? • Ongoing training and professional development opportunities • Continued... ...strategies. • Present a variety of financial services and products, such as retirement...Entry levelFull timePart timeRemote workFlexible hours$75k
...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... ...Consider clients’ life stage, professional circumstances, and changing...Entry levelWork at office- A major financial services company is looking for an entry-level Universal Banker in New York. In this role, you will assist with account openings, resolve service issues, and create sales opportunities. Ideal candidates have 1-3 years of experience and must possess strong...Entry level
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