Financial Service Professional
New York Life
Job Description
Job Description
Career Description: Financial Professionals work with clients to identify, outline and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Training, Support and Professional Development:NYLIC University is one of the most comprehensive and well-respected training programs in the industry. Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity. Career Advancement - After two years as a successful agent, additional opportunities that maybe available include: Partner, Development Manager, Product Consultant, and Home Office opportunities in recruiting, marketing, or training.
$117.36k
...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start,... ...your work for years to come. You will grow personally and professionally along with your clients. ** What we offer... **...SuggestedFull timeContract workRelocationFlexible hours- ...Join our team at New York Life, where your expertise as a Financial Services Professional will empower clients to achieve their financial aspirations. You'll be part of a legacy built since 1875, offering you the guidance, support, and resources needed to excel. As a leader...SuggestedFlexible hours
$117.36k
...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start,... ...your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and...SuggestedFull timeContract workFor contractors$100k
...ARMStrong Insurance Services is the leading and most trusted name in the world of debt recovery and financial solutions. With a track record of excellence and reliability, we have proudly served businesses across various industries for decades, ensuring efficient B2B collections...SuggestedHourly payWeekly payLocal areaWork from homeFlexible hours$31.93 - $38.32 per hour
...routine accounting functions: prepares internal and external financial reporting (i.e. National Credit Union Administration (NCUA) Form... ...Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024. As a credit union, our vision is to enrich...SuggestedHourly payTemporary workFlexible hours$77k - $214k
...Up to 20% At PwC, our people in tax services focus on providing advice and guidance... ...regulations. You will review and analyse financial data, prepare and file tax returns, and... ...recommendations. Uphold and reinforce professional and technical standards (e.g. refer to...Full timeH1b$45k
...completion of all client paperwork, as well as timely follow-up on client service issues, and performing various tasks as needed. There is a lot of upward mobility due to the fact that this is a growing Financial Planning Firm. The job responsibilities include:...Work experience placement$60k - $100k
...Description Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity,... ...you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services...Full timePart timeImmediate start- ...Financial Advisor The Wealth Alliance is an SEC-registered investment advisory firm... ...in 2019 and currently employs over 30 professionals, including Certified Financial Planners... ...management analysts, and a top-tier team of service professionals. The Wealth Alliance...
$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale-not settle. We deliver a distinctive experience that blends growth opportunity with deep support-helping advisors build...Flexible hours$77k - $214k
...Up to 20% At PwC, our people in tax services focus on providing advice and guidance... ...regulations. You will review and analyse financial data, prepare and file tax returns, and... ...recommendations. Uphold and reinforce professional and technical standards (e.g. refer to...Full timeH1b$45k - $100k
...may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a... ...using, not obtaining, the rating. If you find yourself at a professional crossroads, a career as a financial advisor may be the...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$100k
ARMStrongInsurance Services is the leading and most trusted name in the world of debt recovery and financial solutions. With a track record of excellence and reliability, we have proudly served businesses across various industries for decades, ensuring efficient B2B collections...Weekly payLocal areaImmediate startRemote workWork from homeHome office2 days per week3 days per week$77k - $214k
...A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients... ...leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a...H1bLocal areaOverseas$25.07 - $41.79 per hour
...Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers.... ...relationship and transition to needs to based discussion on financial goals. Identify financial needs of customers and present all...Hourly pay- TD is seeking a Financial Advisor in Bethpage, New York. This role involves providing financial planning guidance to clients while leveraging... ...Success in the role hinges on delivering exceptional customer service and establishing client relationships. The ideal candidate...
$70k - $120k
...their bank and brokerage assets, ensuring compliance with KYC/AML guidelines. Candidates should have 5-8 years of experience in financial services, strong analytical skills, and must hold relevant securities licenses. The position offers a full-time salary range of $70,00...Full time$66.3k - $70k
Jovia Financial Credit Union is seeking a Wealth Advisor to deliver comprehensive financial services within a fast-paced environment. Candidates should have a minimum of two years of investment sales experience, maintaining necessary licenses, and proficient in Microsoft...Work at office- ...banking solutions. This in-office role emphasizes collaboration and community engagement, ensuring that customers receive tailored financial services. Successful candidates will engage in proactive sales, manage customer relations, and utilize technology for solutions. PNC...Work at office
$70k - $120k
...Relationship Advisor SAFE Act is a seasoned professional role that applies in-depth disciplinary... ...clients in PWM and Retail bank through financial planning and discovery/profiling skills... ...in a proactive, successful sales and service role in the financial services industry...Work at office$70k - $120k
...build and deepen relationships with clients. This seasoned professional will leverage their expertise to provide investment advice... ...Ideal candidates should have 5-8 years of sales experience in financial services, strong analytical skills, and active securities licenses....- TD in Bethpage, New York is seeking a Financial Advisor Associate to manage relationships with clients in wealth management. The role... ...tailored advice, and growing the client base through advisory services. The ideal candidate will have a bachelor's degree and relevant...
$76.15k - $114.04k
...month-end close Assists with transmission and reporting of financials Responsible for special projects, as required by... ...Talent Fosters Innovation. Do you want your next professional experience to be filled with purpose and opportunity, world-class...Full timeFor contractorsFor subcontractorCasual workWork at officeLocal areaWork from home- ...EPSG, a leading and innovative financial payment solutions company, is currently seeking a full-time Senior Accountant to join our growing Corporate Finance department. This position is based at our corporate headquarters in Melville, NY and will report directly to the...Full time
$60k - $65k
...experienced Senior Accountant to join our dynamic finance team. The ideal candidate will have a strong background in corporate accounting, financial management, and regulatory reporting. This role involves overseeing financial operations, ensuring compliance with GAAP, and...Full time$75k - $90k
...This is an excellent opportunity for an early-career accounting professional looking to build a strong foundation in core accounting... ...manufacturing-related transactions Support preparation of financial reports and variance analysis Maintain accurate and organized...Temporary workInternshipLocal areaImmediate startFlexible hours- ...strengthen our community by promoting financial wellness, transparency, and respect. We... ...face of Suffolk, delivering exceptional service while guiding members through everyday... ...account issues, and service requests with professionalism and care. Educate and support...Work at officeFlexible hoursWeekday work
$115k
...Fintech space. This role plays a key part in ensuring accurate financial reporting, supporting the close process, strengthening internal... ...of Staffing® Platinum Award winner for both client and talent service. The company is an equal opportunity employer and will consider...Permanent employment$25 per hour
...skills — along with your broad range of financial knowledge — you'll provide... ...required ~2 years of sales and customer service experience, demonstrating an ability to... ...expected to be treated with respect and professionalism. Employment decisions are based solely...Hourly payFull timeLocal areaFlexible hoursShift workAfternoon shift$66.3k - $80k
...principal investigators to ensure accurate financial management, compliance with sponsor... ...distribution to the Director of Student Financial Services on a monthly basis. Reconcile the... ...liberal arts and sciences programs and professional training, with particular strength in...Full timeTemporary workWork experience placementWork at office
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