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... ...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
- ...David Dworsky Financial Services United States 2 days ago Be among the first 25 applicants About... ..., restaurant, etc.) As a Financial Professional, you’ll have the rewarding... ...experience, or education required. Seniority level Entry level Employment type Part-time Job function...Entry levelFull timeTemporary workPart timeWork at officeRemote workWork from homeFlexible hours
$15 per hour
...poster from Prudential Financial Business Development... ...your career to the next level at Prudential Advisors... ...goals. The Financial Professional is a key member of our... ...knowledge of the financial services industry is required,... .... Seniority level Entry level Employment type...Entry levelMinimum wageFull timeContract workPart time$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- ...Entry Level Financial Advisor We are seeking motivated and enthusiastic Entry Level Financial... ...expertise in financial planning and client service. Key responsibilities include... ...and service. Participate in professional development and licensing programs....Entry level
$24.05 - $31.37 per hour
...A financial services company is seeking an entry-level Universal Banker in New York City. This role involves assisting customers with account openings and providing high-quality service to enhance customer relationships. Ideal candidates will have previous experience...Entry levelHourly payPart time$40 per hour
...Description Precise - We are an international Financial Management Service provider for Architectural, Engineering, and Legal firms, in search of entry-level financial analysts for our rapidly growing New York office. We are seeking an individual who is a self-starter...Entry levelWork at office- ...A financial services firm is seeking a Transaction Research Analyst to provide analytical support for deal sourcing and screening at a lower middle-market private equity firm. This hybrid role requires a Bachelor’s degree in Finance or related fields and strong research...Entry level
- ...About the job Remote Entry Level Financial Associate Are you looking for a career that allows you... ...achieving your own personal and professional goals? Are you interested in working... ...your area. We are not just a financial services company; we are a community united by...Entry levelFull timePart timeRemote workWork from home
$51k - $56k
...Precise – We are an international Financial Management Service provider for Architectural, Engineering, and Legal firms, in search of Entry Level Financial Analysts for our rapidly growing Boston office. We are seeking an individual who is a self-starter and can work independently...Entry levelWork at office- A financial services company in the United States seeks hardworking individuals for entry-level financial professional roles. No prior experience is needed as comprehensive training will be provided. Candidates will assist clients with their financial goals and help develop...Entry levelPart timeFlexible hours
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- 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
$77k - $214k
...PwC, our people in tax services focus on providing... ...will review and analyse financial data, prepare and file... ...deliver value at this level include but are not limited... ...Uphold and reinforce professional and technical... ...to hire experienced or entry level job seekers who...Entry levelFull timeH1b- 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
$65k - $75k
...to support the growth of its Portfolio Solutions team. This entry-level position involves driving business analytics, project... ...improvements. Candidates should possess a strong understanding of financial services, analytical skills, and experience in collaboration. Ideal...Entry level- WizeHire, Inc is seeking candidates to become Financial Advisors at Thoroughbred Advisors. This role offers a unique training experience... ...relationships and providing comprehensive financial planning services to clients. The ideal candidate is outgoing and personable,...Entry level
- ...A credit hedge fund manager in New York City is seeking an entry-level Operations Analyst to support daily trading and investment workflows... ...with technology teams. This position offers a great opportunity for graduates eager to enter the financial markets. #J-18808-Ljbffr...Entry level
- ...to clients through outbound calls. This entry-level role paves the way towards becoming a Financial Consultant, offering growth opportunities... ...some prior experience in the financial services industry. Schwab values the professional development of its employees, providing...Entry level
- 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 Brand...Entry levelRemote jobFlexible 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
$61.28k - $85.52k
Citigroup Inc. is seeking an entry-level Personal Banker for its New York location. This role involves assisting customers with financial services and products, fostering relationships to enhance loyalty, and contributing to sales growth. Ideal candidates should have effective...Entry level- 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 jobFlexible hours
$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 levelRemote jobFull timePart timeFlexible hours$60k - $90k
...your daily routine and seeking a fresh opportunity? We are on the lookout for a financially motivated individual eager to make their mark in the financial services sector! The ideal Entry‑Level Financial Specialist candidate is someone who is enthusiastic about fostering...Entry levelWork at officeLocal area- ...Consultant (IC) in New York, NY. This entry-level role provides the opportunity to learn... ...Branch Network, vital for a career in financial consulting. The IC will engage in proactive... .... Candidates with 2 years of financial services experience are preferred. #J-18808-...Entry level
- 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
$75k
...monitoring of investment strategies. Ideal for early-career professionals, this role involves researching markets and contributing... ...position offers a base salary of $75,000 plus bonus potential, with opportunities for career growth in financial services. #J-18808-Ljbffr...Entry level- Atlasfinancialsolutions Co is looking for motivated individuals to become Financial Services Advisors. This entry-level position offers remote work options and a flexible schedule with support and training provided. You will meet with clients to develop financial strategies...Entry levelRemote jobFull timePart timeFlexible hours
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