Financial Representative
$60k - $128kThe Quintessential Experience
Job Description Financial Advisor | Investment Advisor Representative | Financial Representative | Managing Associate | Financial Professional Entry Level, Career Changer or Experienced Agent/Advisor Ready to take your career and life to new levels of purpose, pride and satisfaction? Are you looking for a career that will leverage your years of work experience, provide you with the freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community? As a Financial Services Representative, you will work directly with individuals, business owners, and families to help them secure their financial futures. Discover a career in a high growth industry that can’t be offshored or outsourced. By joining TQE Financial, you can be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. We are growing our team of Financial Professionals in Long Island, NY currently looking for talented individuals interested in the financial field to join our team. Must be a driven, entrepreneurial-minded, college student or graduate majoring in Financial/Business, desiring a Management Career Path in the surrounding New York. Be a part of our winning team, which includes experienced in-house specialist advisors; for you to learn from, collaborate with and partner in meeting the needs of your clients, in areas such as Fee Based Wealth Management, Estate Planning, Business Planning and Financial and Retirement Planning. License reimbursement, training, and on-going education provided. Competitive compensation and a full benefits package for qualified individuals. Job Title: Financial Professional/Financial Advisor Pay: $60,000.00 - $128,000.00 per year Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Flexible schedule, Health insurance, Life insurance, Professional development assistance, Referral program, Retirement plan, Tuition reimbursement, Vision insurance Supplemental Pay: Bonus pay, Commission pay Who should consider this career? We provide the resources, support and one‑on‑one training to help you leverage your prior experience in law, banking, sales, marketing, accounting, management, finance, real estate, mortgage and business development. However, we have successful advisors that have come from all walks of life, including but not limited to: teachers, lawyers, business owners, engineers and military returning to civilian life. It is important to also have excellent communication skills, a strong work ethic, and desire to succeed. To Learn More, Contact us or Visit Our Websites: TQEfinancial.com About TQE Financial - The Quintessential Experience in Financial Services Here at The Quintessential Experience in Financial Services, we are dedicated to the pursuit of helping with the protection, preservation and growth of our clients' assets. One of the most important aspects of any relationship is communication. As your financial professionals, we believe in "Putting People First". We are here to listen to you...placing a great deal of emphasis on making sure that you are involved in, understand and support the process by which we address your overall needs. Benefits Dental insurance Flexible schedule Health insurance Health savings account Life insurance Professional development assistance Referral program Retirement plan Vision insurance Schedule Flexible Supplemental Pay Bonus pay Commission pay Education Bachelor's (Preferred) Experience Sales: 3 years (Preferred) Business development: 3 years (Preferred) Work Location Jericho NY / Hauppauge NY Paid Training Yes #J-18808-Ljbffr
- Launch your financial services career with an organization that positively impacts thousands of families and communities each year .... ...futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...SuggestedFull timeLocal area
- Our firm is rapidly expanding, and 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 to help clients achieve their monetary goals...SuggestedFlexible hours
- ...access. Primary responsibilities include completing patient registration, verifying insurance information, and collecting payments for financial responsibilities. Responsibilities The role also involves gathering and scanning required documents, capturing signatures on...SuggestedMonday to FridayShift workWeekend work
$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
...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 hours- We’re looking for professionals who want to build their own financial services practice under the Allstate brand. As an Allstate Financial... ...as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred. Professional designations...For contractors
- Overview Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with... ...Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred Professional...For contractorsWork at office
- Overview Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing... ...as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred Professional designations...For contractorsWork at office
- ...Billing & Financial Operations Representative The Billing & Financial Operations Representative supports a complex, high-visibility government client engagement by ensuring accurate, timely, and audit-ready billing processes. This role requires the ability to manage...Contract workWork at office
- ...Jersey Family Medical Centers, Inc. is seeking a talentedEligibility Coordinator to step into our fast-paced facility! Summary The Financial Counselor is responsible for raising awareness of affordable insurance options and providing eligibility and enrollment assistance...Full timeMonday to FridayFlexible hoursAfternoon shift
- ...The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to...Hourly payWork experience placementImmediate start
- ...Harbor is seeking a Financial Counselor to join the Toledo team! This position is responsible for timely, effective and efficient revenue cycle tasks to ensure accurate claim submission and receipt of payment. Position is full-time, 40 hours per week. Education/Experience...Full timeWork at office
$48k
**Job Title:** Financial Counselor **Location:** Jobs Plus - Bronx, NY 10454 (Millbrook Community Center Program) **FLSA Classification... ...with children and promote parenting skill development. Represent ESH and the Jobs‑Plus program at collaborative meetings as assigned...Full timeContract workCasual workWork at officeLocal areaMonday to Friday- ...Financial Counselor The Financial Counselor is part of the Financial Investigation Department that serves all locations within OBH and is a key liaison between patients and the revenue cycle departments. The counselor interviews patients to provide financial counseling...Hourly payContract workWork at officeLocal areaRemote work
- ...Financial Planner Job Duties Provide financial planning and investment advisory services. Research and present investment strategies. Develop and execute retirement planning. Implement risk management and tax planning strategies. Coordinate estate planning. Manage client...
$65k - $70k
...Role Description The Financial Counselor will be responsible for leading the Rockaway Village Financial Counseling Program based at the Far Rockaway Opportunity Center. They will host monthly financial literacy workshops, conduct outreach, and hold one‑on‑one sessions...Work at officeWork visaMonday to FridayAfternoon shift- ...Financial Counselor – Job Description The role functions within the Patient Financial Services department at Albert Einstein Medical Center, providing financial counseling and assistance for patients, handling registration and billing tasks, and ensuring collection goals...Temporary workWork at officeFlexible hours
$21.5 - $28 per hour
...Responsibilities The Financial Counselor for PraireCare Programs in Minnesota is responsible for providing patients/guarantors with a positive financial experience by helping them navigate and understand insurance benefits and potential financial liability during the admissions...Work at officeLocal areaRemote work- ...Overview Advanced Gynecology , a practice partner of Together Women's Health is seeking a part‑time Financial Counselor. The Financial Counselor serves as the primary contact to educate patients and community about financial assistance and charity care programs, healthcare...Part time
- ...members, record and maintain complete documentation of accounts. Assist patients with coordination of benefit/eligibility issues, financial /insurance forms/applications and arrangements. Notifies case management, social services and admission staff of case screening determinations...
- ...CCRM Fertility Patient Financial Counselor CCRM Fertility, a leader in fertility care with over 30 locations nationwide, is excited... ...experience. What You Will Do: The Patient Financial Representative coordinates the financial aspects of a patient's while fostering...Hourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives...Work at officeShift workDay shift
- ...Financial Advisor At Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring...
- ...You are applying for a position through Medix, a staffing agency. The actual posting represents a position at one of our clients. Job Summary Our client is seeking a Financial Counselor responsible for providing financial education and support to patients. The...Temporary workWork experience placementLocal areaRemote work
$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 hours$55.25k - $66.3k
...want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous...Full timePart timeWork experience placementLocal area$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$87.4k - $123.4k
...vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their... ...retirement income planning Act as an Investment Adviser Representative for Empower Advisory Group, offering tailored investment...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business...
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth...Temporary workLocal areaFlexible hours
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