Financial Services Professional
New York Life Insurance Company - Tony Caligaris
Job Description
Job Description
Benefits:
- Vision insurance
- Wellness resources
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Dental insurance
- Donation matching
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
Join New York Life Insurance Company as a Financial Services Professional in Colchester, VT, and embark on a rewarding career helping clients achieve their financial goals. You'll provide expert guidance and personalized financial solutions while being part of a supportive and dynamic team. Responsibilities:
- Develop and maintain strong relationships with clients to understand their financial needs.
- Provide tailored financial planning and insurance solutions to individuals and businesses.
- Conduct market research to stay informed about industry trends and competitor offerings.
- Utilize financial analysis tools to create comprehensive financial plans.
- Educate clients on investment strategies, retirement planning, and risk management.
- Collaborate with team members to enhance service delivery and client satisfaction.
- Attend networking events and community activities to build a strong local presence.
- Continuously pursue professional development and industry certifications.
- Related business experience, or Bachelor's degree in finance, business, or a related field preferred.
- Strong interpersonal and communication skills to build client relationships.
- Previous experience in sales or financial services is a plus.
- Ability to obtain necessary licenses (e.g., Life and Health Insurance licenses).
- Self-motivated with a strong desire to succeed in a commission-based environment.
- Proficient in financial software and Microsoft Office Suite.
- Strong analytical skills and attention to detail.
- Commitment to ongoing professional growth and development.
New York Life Insurance Company has been a trusted leader in the insurance and financial services industry for over 175 years. Our commitment to helping clients secure their financial futures has earned us a stellar reputation, while our supportive work environment and focus on employee development make us a great place to build your career.
Flexible work from home options available.
Vacancy posted 11 days ago
Similar jobs that could be interesting for youBased on the Financial Services Professional in Colchester, VT vacancy
- ...and skills to excel in the insurance and financial planning industry. Responsibilities:... ...communication and personalized service. Qualifications: Self-motivated with... ...Ongoing support and mentorship from industry professionals. If you're ready to embark on a...SuggestedFull timeWork from homeFlexible hours
New York Life Insurance Company
Colchester, VT5 days ago - ...Wealth Advisor LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at EastRise Credit Union invites you to join our employee advisor model as a Wealth Advisor...SuggestedWork at officeLocal area
LPL Financial
Burlington, VT2 days ago $72.28k - $108.16k
...TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program... ...will need to leverage their experience to service the unique and complex needs of TD... ...Represents TD Wealth to the general public in a professional manner Is involved in the community...SuggestedWork at officeLocal areaWork from homeFlexible hoursTD Bank
Burlington, VT3 days ago$61.88k - $92.56k
...TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth... ..., planning and day to day account servicing. The FAA will rely on relationship building... ...TD Wealth to the general public in a professional manner Demonstrates involvement in...SuggestedTemporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hoursTD Bank
Burlington, VT8 days ago$68.64k - $102.96k
...Financial Advisor Work Location: Burlington, Vermont, United States of America Hours... ...need to leverage their experience to service the unique and complex needs of TD Wealth... ...TD Wealth to the general public in a professional manner Is involved in the community...SuggestedWork at officeTD Bank
Burlington, VT7 hours ago$50k - $75k
...or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and... ...performance-based bonuses. Company-sponsored travel and professional development programs. Sponsorship for required licenses...Remote workFlexible hoursThe Vermont Agency
Colchester, VT26 days ago$60k - $70k
...make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by... ...related field and three years' experience in the financial services industry with an emphasis on conducting market research...Work at officeRaymond James Financial Services
Burlington, VT8 hours ago$54k - $55k
...Student Financial Services Counselor Posting Summary Provide comprehensive services and support to students and families in managing their University finances. Engage in activities that enhance recruitment, retention and success of the student body. Administer...Remote workThe University of Vermont
Burlington, VT3 days ago$26.41 - $33.95 per hour
...emphasis on delivering exceptional client service within the wealth management sector.... ...internal and external stakeholders, including Financial Consultants, Wealth Management Advisors... ...ability to build and maintain strong professional relationships. Dedicated to...Full timeTemporary workPart timeWork at officeLocal areaWork visaMonday to FridayFlexible hoursNBT Bank
Burlington, VT4 days ago$20.67 - $31.25 per hour
...guidance and solutions to assist in client's financial wellness both in person and through... ...we can have on their day, personally, professionally, and financially. Listen for clues... ...sales is more important than financial services experience. KeyBank provides the tools...Hourly payWork experience placementFlexible hoursDay shiftKey Bank
Burlington, VT2 days ago$60k - $70k
...Staff Accountant . This position is responsible for performing accounting entries and reconciliations, and compiling and analyzing financial information. This position will provide accurate accounting support to the Controller/Business Manager, including assisting with...Full timeTemporary workPart timeInterim roleWork at officeLocal areaImmediate startChamplain Broadband LLC
Burlington, VT2 days ago- ...team. This individual will be responsible for leading customer service standards and the NSB sales culture of the branch to achieve... ...but part of a mission to deliver honest, personal, and reliable financial services that people can count on when they need it most. If...Local area
Northfield Savings Bank
Burlington, VT15 days ago - ...Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year... ...will need to leverage their experience to service the unique and complex needs of TD Wealth... ...TD Wealth to the general public in a professional manner Is involved in the community and...Full timeWork experience placementWork at officeLocal areaWork from homeFlexible hours
$67k - $77k
...Grants & Finance Specialist supports the financial administration of Champlain College's... ...candidate is a detail-oriented finance professional with working knowledge of federal grants... ...Program (EAP) with counseling services, access to employee discounts and local...Full timeTemporary workWork at officeLocal areaChamplain College Incorporated
Burlington, VT2 days ago- ...Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to... ..., personalized, high-quality financial services and products. Our retail division, Community... ...compensation, great benefits, and professional development and advancement opportunities...
Community Financial System, Inc.
Williston, VTmore than 2 months ago $70k - $80k
...meaningful difference in the lives of our employees and the communities we serve. We're looking for a detail-oriented and analytical Financial Accountant to join our Finance team. Reporting to the Controller, you will support a wide range of accounting and financial...Full timeWork at officeShift workRhino Foods
Burlington, VT3 days ago$18.68 - $31.14 per hour
...Overview: Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned...Hourly payM&T Bank
Burlington, VT5 days ago$85k - $115k
...We are looking for a Financial Accountant to join our team! We're seeking a Financial Accountant to join us in a vital role managing complex accounting for general ledger accounts to ensure the accuracy and completeness of our financial records. You'll be part of a...Work at officeGreen Mountain Power
Colchester, VT5 days ago- ...Supervisory Financial Program Specialist As a Supervisory Financial Program Specialist, you will perform the following duties:... ...# Managing a staff of employees who provide financial program services that support key agency/department and component programs. #...
U.S. Immigration and Customs Enforcement (ICE)
Williston, VT5 days ago $80k - $100k
...part of our nimble analysis team that delivers key insights to help GMP deliver great service while holding down costs for our customers. This role is an opportunity to use your financial, analytical, and software skills in a dynamic team environment. What you will do...Work at officeGreen Mountain Power
Colchester, VT9 days ago$102.17k
44930BR Requisition ID: 44930BR Business Unit: CCI Job Description: Prepares design/build, engineer, construction management, guaranteed maximum price, and hard-bid estimates/proposals. Analyzes quotations both prior to and on bid day. Evaluates bids of...Full timeFor subcontractorH1bCDM Smith
Burlington, VT4 days ago$85k - $125k
...Disability Insurance ~ Tax Free Flexible Spending & Dependent Care ~ Health Savings Plan ~401(k) with Generous Match ~ Paid Professional Development ~ Monthly Bonus Program ~ Weekly Paid Well-Being Incentives Reimbursements: ~50% for Wellness...Weekly payFor subcontractorWork at officeFlexible hoursEngelberth Construction
Colchester, VT5 days ago$77k - $115k
...Indeed is seeking a motivated Senior Financial Analyst to join our growing Financial Planning... ...projects with a flexible, innovative, service-oriented mindset and an emphasis on... ...including search firms, staffing agencies, professional recruiters, fee-based referral services...Work experience placementLocal areaFlexible hoursIndeed
Burlington, VT5 days ago$21 - $26 per hour
...doers constantly striving to develop value-driven products and services for our customers. Our ultimate goal is to become the... ...effectively resolve any issues that occur Effectively build professional, positive working relationships with both clients and all levels...Full timeRemote workInsCipher
Colchester, VT1 day ago- ...individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals...Full timeWork at officeLocal area
Focus Partners Wealth
Burlington, VT1 hour ago $55k - $60k
...Job Description General Summary Are you detail-oriented and looking to put your financial skills to work for a mission-driven organization? Spectrum Youth & Family Services is looking for a Finance Associate to join our team in Burlington. In this role, you'll...Full timeWork experience placementWork at officeSpectrum Youth and Family Services
Burlington, VT9 days ago$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 hoursEdward Jones
South Burlington, VT2 days ago$75k - $100k
...We're Hiring: Financial Advisor GuideWorth Advisors - A Private Wealth Advisory Practice... ...Are you a seasoned financial professional with a passion for client relationships... ...flexibility. This Financial Advisor will be servicing existing Firm clients, will meet new clients...Private practiceWork at officeRemote workAmeriprise Financial
South Burlington, VT5 days ago- .... Accountant to support key accounting operations for a Contract position based in Winooski, Vermont. This role will oversee core financial activities, ensure the accuracy of ledger activity, and help maintain timely completion of the monthly close cycle. The ideal candidate...Contract work
Robert Half
Winooski, VT11 days ago - ...Robert Half recruiter, please reach out to them. Our client is looking for an experienced Senior Accountant to support core financial operations for non-profit organization based in Burlington, Vermont. This role is responsible for the day-to-day accounting...Immediate start
Robert Half
Burlington, VT15 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Professional. Be the first to apply!
Related searches
- financial services professional Colchester, VT
- financial sales Colchester, VT
- financial services Colchester, VT
- finance Colchester, VT
- financial customer service representative Colchester, VT
- entry level accounting finance Colchester, VT
- other financial services Colchester, VT
- remote finance internship Colchester, VT
- entry level finance remote Colchester, VT
- fee only financial planning professional