Financial Advisor
New York Life - The Dean Group
We're seeking business-minded Investment Advisor Representatives (IARs) who want to build meaningful, long-term client relationships while delivering sophisticated, holistic financial guidance. Our IARs serve as trusted partners, helping individuals, families, and business owners make confident financial decisions through every stage of life. You'll have access to a fee-based planning platform, comprehensive investment solutions, and the flexibility to build a practice that reflects your personal brand and philosophy. Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first-year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The company reserves the right to amend or terminate benefit plans at any time for any reason. Based on 2024 company data for 111 Managing Partners, 89 Senior Partners, and 404 Partners/Associate Partners who were active as of December 31, 2024. Average recruiter income is provided for illustrative purposes only. A recruiter's income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter's income also varies from year to year, and is dependent upon the recruitment, development, and retention of quality agents and the sales generated by each agent in the recruiter's unit and/or in the General Office. In addition to salary, average recruiter's income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter's field management title/level, the sales results of the recruiter's unit and/or General Office, and the recruiter's applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager's business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. A full list of our awards is available here: All figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2024. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1.227 trillion at December 31, 2024 (including $183.6 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company's total surplus that is available, following each year's operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation. #J-18808-Ljbffr New York Life - The Dean Group
$47 per hour
...Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice begins with comprehensive planning. We're seeking Investment Advisor Representatives (IARs) who want to build meaningful, long-term client relationships while...SuggestedFull timeContract workFor contractors- ...relationships through networking and community involvement.Participate in the referral program and follow up on leads.Maintain expertise in financial markets and use research tools.Ensure compliance with all regulatory and company policies.Manage client records and branch office...SuggestedWork at office
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...SuggestedWork at officeFlexible hours
- JOB SUMMARY/ORGANIZATIONAL IMPACT The Financial Advisor ("FA") provides guidance and advisory services to Summit’s Wealth Management existing clients. FA’s report directly to the President, Retirement Plans and will be responsible for increasing Summit’s Wealth Management...SuggestedWork at office
$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at office- ## Financial AdvisorApplylocations: Tulsa, OKtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR101247**WHO WE ARE**Relation... ...growth and success.**WHAT WE’RE LOOKING FOR**The Financial Advisor provides comprehensive financial planning and investment...Work at officeLocal area
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...For contractorsWork at office- ...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...Full time
- ...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
- ...Employees - Please click HERE ( to login and apply. Full Time Days Monday - Friday 0800 - 1630 Job Summary: The Patient Financial Counselor ensures timely financial counseling of all patients creating a positive impression and maintaining good customer...Full timeWork experience placementMonday to Friday
$19.23 - $20.67 per hour
...please include a resume, cover letter and contact information for three professional references. About this Position Provide financial aid counseling for students and parents. Certify eligibility for specific loan, scholarship, and test fee waiver programs. Participate...Hourly payMonday to FridayAfternoon shift- ...Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting...Full time
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeFor contractorsInternshipLocal areaFlexible hours- ...Oklahoma City -OKCAreas of Interest: Risk ManagementPay Transparency Salary Range: Not AvailableApplication Deadline: 10/30/2026BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates...
- ...People are looking for individualized financial advice they can trust. They need your help, and they are everywhere. That means you can build your Modern Woodmen business right where you are. At Modern Woodmen of America, we have passion and purpose. We believe in what...Flexible hours
$100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Work at officeShift workDay shift$60k - $300k
...control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company... .... You will be able to attend training sessions led by top advisors and industry leaders. · Stability - You are backed by an almost...Full timeRelocation packageFlexible hours- ...including teller transactions, account opening, and account maintenance, with a consultative approach focused on identifying customer financial needs and recommending appropriate products, services, and financial solutions. The Relationship Banker serves as a primary...Full timeWork at officeLocal area
- About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted... ...their life goals. Your experience will make you their trusted advisor. Confident Sales: Present clear, compelling financial solutions...Remote jobExtra incomePart time
- As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for...
- Relation Insurance Inc. is seeking a Financial Advisor to deliver comprehensive financial planning and investment management services to clients in a dynamic, collaborative environment. You will develop tailored strategies, manage client relationships, and ensure plans...
- ...Interest: University Recruiting; Finance Pay Transparency Salary Range: 70000 Application Deadline: 10/30/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund...Rotational programWork experience placementWork at office
- ...like to meet you. What You'll Do Partner with Wealth Advisors to deliver comprehensive advice and planning solutions to high... ...communication and exceptional service. Prepare and present financial planning analyses, including net worth analysis, cash flow and...Permanent employmentTemporary workWork at officeFlexible hours
- ...colleagues. Qualifications: Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus. Proficiency with...Full timeFlexible hours
- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
- ...candidate should have a proven record of client retention, possess strong presentation skills, and hold necessary understandings of financial, compliance, and commercial banking specific analytics. Key Responsibilities include:Oversee a portfolio of C&I and CRE clients,...Full time
$20.55 - $25.05 per hour
About Working At Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there....Hourly payFull timeShift work- ...Tulsa -TUL Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not Available Application Deadline: 11/01/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund...
- ...directed by management, and will require revision of this job description. \nCompany Description Gateway First Bank is a leading financial institution that provides banking and mortgage services for consumers and commercial customers. Headquartered in Jenks, Oklahoma,...For contractorsWork experience placementLocal area
$200k
Quantitative Trader - Chicago 40+ top quant firms seeking exceptional talent. Multiple immediate openings. What you'll do: Develop systematic trading strategies Manage risk and optimize performance Research alpha using ML/statistical methods Requirements: 2+ years quant...Immediate startRemote work
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