Financial Representative
National Financial Network - Guardian
Job Description
Job Description
Financial Representative National Financial Network – NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? National Financial Network [a member of The Guardian Network®] is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… · A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. · Desire to help others achieve their goals and dreams through cultivating long-term relationships. · Ambitious, entrepreneurial, and looking for career growth and development. What you’ll be doing… · Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services. · Develop and maintain a base of clients who value your input and guidance. · Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years. What we provide… · Development and training—locally, virtually and nationally—to support you as you build your practice with us. · Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. · Mentorship and joint-work opportunities. · A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. · Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Please visit the following to learn more about us… Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.
- ...Financial Representative Note: Fidelity will not provide immigration sponsorship for this position. The Role As a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, you will...SuggestedFull time
- ...rewarding path for those looking to build a long-term career in financial services. Our office is located at: 555 Long Wharf Dr New... ...adventure, and making lasting memories together. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual,...SuggestedWork at officeVisa sponsorshipFlexible 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 from...SuggestedFull timeInternshipLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...SuggestedFull timeContract workFor contractorsWork at office$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...SuggestedFlexible hours- ...Financial Consultant 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...Hourly payWork experience placementWork at officeImmediate startRemote workFlexible hours3 days per week
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑...Work at office$58.5k - $70k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients... ...CT. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to...Work at officeLocal area- Northwestern Mutual seeks College Financial Representatives for its internship program in New Haven, CT. Interns will build an integrated financial planning practice while receiving guidance and support from experienced professionals. Responsibilities include networking...Full timeInternshipFlexible hours
- ...Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable...Day shift
$25 - $38.46 per hour
...Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable...Hourly payFull timeWork experience placementFlexible hoursDay shift- The Northwestern Mutual Wengzn District in New Haven, CT is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You will build long‑term relationships with...Flexible hours
- ...culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range... ...as a best place to work and top workplace by our own employees symbolizes the outstanding culture we represent. #J-18808-Ljbffr...Work at office
- ...Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable...Full timeFlexible hoursDay shift
- ...Bank of America is seeking a client-focused professional to build relationships and meet financial needs in our busy financial center. You will follow guided processes, manage cash and client interactions, and collaborate with experts in small business, lending, and investments...
- Bank of America in New Haven CT is seeking a customer-facing associate to engage clients in the lobby, educate them on self-service options, and help process cash transactions accurately and efficiently. You will build relationships, follow risk and compliance guidelines...Weekend work
- ...lobby, educate them on self-service options, and accurately process cash transactions. You will build client relationships, assess financial needs, and connect customers with suitable solutions while maintaining risk and regulatory standards. Ideal candidates are...Weekend work
- ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication...Work experience placementWork at office
$25 - $26.77 per hour
...Bank Of America Job Posting At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$25 - $26.77 per hour
...Bank Of America Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$105k - $174k
...using consistent principles and, provide consistent answers to financial questions. This position will play a role in data governance,... ....The intent of this job description is to provide a representative summary of the essential functions that will be required of the...Work at officeLocal area- ...the School of Business, and play a meaningful role in the continued growth of the department's nationally recognized finance and financial technology programs. The ideal candidate will demonstrate a record of academic accomplishment and evidence of leadership potential...Full time
- ...we help clients Protect, Preserve, and Grow their wealth. Our focus is on ensuring that pre-retirees and retirees (50+) have the financial security, guaranteed income, and risk protection they need to retire with confidence. We are looking for a Financial Advisor who...Temporary work
- ...Flexible schedule Service an Established Client Base. Build Your Own Future. Centurion Wealth Management is a growing financial planning and wealth management practice dedicated to helping individuals, families, and business owners achieve financial...For contractorsFlexible hours
- A leading financial agency in Connecticut is looking for passionate individuals to conduct virtual consultations with clients and assess their financial needs. This position offers flexibility with the option to work from home and a path for career advancement based on...Remote workWork from home
- ...A financial services company is seeking qualified candidates for a remote part-time position. This role involves conversing with clients, presenting insurance products, and scheduling appointments. Candidates will receive comprehensive training and work in a dynamic team...Weekly payPart timeRemote work
$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$98k - $153k
...: Investments Feel Good About Doing Good The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment...Temporary workWork at officeFlexible hours- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
$69.6k - $115k
...within your assigned sectors Maintain up-to-date research and surveillance on holdings, including watchlist credits Build and refine financial models to assess risk, valuation, and relative value opportunities Collaborate with traders and PMs to identify and vet potential...Full timeTemporary workWork at office
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