Financial Professional
6 months ago
New York Life Insurance Company has been helping people put love into action for over 175 years. As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity. We are committed to making a positive impact in local communities through our culture of giving and volunteerism, supported by the New York Life Foundation. We value development, career growth, collaboration, innovation, and diversity & inclusion.
This is a full-time on-site role as a Financial Professional at New York Life Insurance Company located in San Jose, CA. As a Financial Professional, you will be responsible for day-to-day tasks in financial planning, financial reporting, and communication. You will utilize your analytical skills and finance expertise to provide valuable insights and recommendations to clients.
- Financial Planning and Finance skills
- Analytical Skills
- Financial Reporting skills
- Excellent written and verbal communication skills
- Strong attention to detail
- Ability to work effectively in a team
- Experience in the insurance or financial services industry is a plus
- Bachelor's degree in Finance, Economics, or related field
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Financial Professional
2 months ago
san jose, United States New York Life Insurance Company Full timeCompany Description New York Life Insurance Company has been helping people put love into action for over 175 years. As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity. We are committed to making a positive impact in local communities through our culture of giving and volunteerism, supported by the New York Life...
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Financial Professional
3 months ago
san jose, United States New York Life Insurance Company Full timeCompany Description New York Life Insurance Company has been helping people put love into action for over 175 years. As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity. We are committed to making a positive impact in local communities through our culture of giving and volunteerism, supported by the New York Life...
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Financial Service Professional
4 weeks ago
San Jose, United States New York Life Insurance Company Full timeDescription Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest...
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Licensed Financial Consultant
4 weeks ago
san jose, United States Transamerica Financial Advisors, Inc. Full timeJob descriptionOVERVIEW:100% Remote Position100% Commission BasedPart-time or Full-time (You don't have to leave your existing job to start this one)World-Class Training Provided; No Prior Experience NeededDESCRIPTION:Our company, Transamerica Financial Advisors, is rapidly growing on a national level due to the status of the economy and the constantly...
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Licensed Financial Consultant
1 month ago
san jose, United States Transamerica Financial Advisors, Inc. Full timeJob descriptionOVERVIEW:100% Remote Position100% Commission BasedPart-time or Full-time (You don't have to leave your existing job to start this one)World-Class Training Provided; No Prior Experience NeededDESCRIPTION:Our company, Transamerica Financial Advisors, is rapidly growing on a national level due to the status of the economy and the constantly...
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Licensed Financial Consultant
1 month ago
San Jose, United States Transamerica Financial Advisors, Inc. Full timeJob descriptionOVERVIEW:100% Remote Position100% Commission BasedPart-time or Full-time (You don't have to leave your existing job to start this one)World-Class Training Provided; No Prior Experience NeededDESCRIPTION:Our company, Transamerica Financial Advisors, is rapidly growing on a national level due to the status of the economy and the constantly...
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Financial Leadership Professional
5 days ago
San Antonio, Texas, United States Creative Financial Staffing Full timeAudit Manager Opportunity in Public AccountingSalary: $110,000 - $130,000 per yearCreative Financial Staffing is proud to present a distinguished Audit Manager position within our esteemed network of public accounting firms. This sought-after role offers an exceptional chance for experienced professionals to leverage their skills and leadership abilities in...
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Financial Professional
5 days ago
San Antonio, Texas, United States Creative Financial Staffing Full timeAbout the Role:We are seeking an accomplished Financial Professional to join our team in San Antonio. This is a fantastic opportunity for someone who wants to grow and develop their career in a dynamic environment.Job Description:The successful candidate will be responsible for managing cash sweeps, reconciling cash accounts, and providing timely financial...
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Financial Services Professional
6 days ago
San Jose, California, United States CommonWealth Central Credit Union Full timeAbout CommonWealth Central Credit UnionWe serve the financial needs of more than 40,000 people who live or work in Santa Clara County.Salary: $85,000 - $110,000 per year, depending on experienceJob Summary: We are seeking a skilled Lending Manager to join our team. As a key member of our lending department, you will be responsible for originating and...
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Financial Analyst Professional
7 days ago
San Juan Capistrano, California, United States Creative Financial Staffing Full timeJob OverviewWe are seeking a highly skilled Financial Analyst to join our team at Creative Financial Staffing. The successful candidate will be responsible for performing a range of financial duties, including preparing and analyzing financial statements, assisting with month-end and year-end close processes, and maintaining accurate financial records.
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Financial Accountant Professional
5 days ago
San Antonio, Texas, United States Creative Financial Staffing Full timeWe are seeking a skilled Financial Accountant to join our team at Creative Financial Staffing. The ideal candidate will possess strong accounting skills, including experience with general ledger accounting and accounts payable/receivable.Responsibilities:Process customer credit applications and conduct reference checks.Maintain cash liquidity reports and...
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Financial Advisor/ Insurance Professional
6 months ago
San Jose, United States New York Life Full timeNew York Life - Silicon Valley - We’re looking for experienced financial professionals to join our team dependable team.Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re...
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Financial Services Professional
1 day ago
San Diego, California, United States San Diego Financial Center Full timeOverviewWe are a dynamic team at San Diego Financial Center, passionate about delivering exceptional financial services to our clients. Our goal is to provide a comprehensive suite of services, catering to their diverse needs.Our team is dedicated to helping individuals prepare for and thrive in retirement, working collaboratively to achieve this mission.
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Professional Life Insurance Advisor
3 weeks ago
San Jose, California, United States Victory Financial Services Full timeJob OverviewVictory Financial Services is seeking an experienced and skilled Professional Life Insurance Advisor to help our clients make informed decisions about their financial future.Key Responsibilities:Develop and maintain strong client relationships to ensure customer satisfaction.Explain the benefits and features of different life insurance policies...
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Financial Professional
4 weeks ago
San Jose, CA, United States New York Life Insurance Company Full timeCompany Description New York Life Insurance Company has been helping people put love into action for over 175 years. As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity. We are committed to making a positive impact in local communities through our culture of giving and volunteerism, supported by the New York Life...
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Lead Financial Accounting Professional
5 days ago
San Antonio, Texas, United States Creative Financial Staffing Full timeExciting Opportunity for a Lead Financial Accounting Professional in Lutz, FloridaWe are seeking a highly skilled and experienced Senior Accountant to join our team at Creative Financial Staffing. As a Lead Financial Accounting Professional, you will play a crucial role in driving financial success and growth for our clients.The ideal candidate will have 5+...
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Chief Financial Management Professional
1 day ago
San Juan Capistrano, California, United States Creative Financial Staffing Full timeSenior Accountant Job OverviewCreative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for coordinating accounting functions and programs, preparing financial analyses and reports, and assisting with budget preparation and monitoring.Key Responsibilities:Coordinating and...
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San Jose, California, United States Western Digital Full timeJob OverviewWe are seeking an experienced financial accounting professional to join our corporate consolidation team. As a key member of our accounting team, you will be responsible for executing the close and consolidation process, with a focus on improving efficiency and achieving best-in-class results.This role requires strong analytical and technical...
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Financial Representative
2 months ago
san jose, United States Northwestern Mutual Full timeFinancial Advisor - "Choose a Career That Lets You Live Life Differently!"Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 160 years. NM has a proven track record of financial success.By joining our team, you'll have access to the...
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Financial Representative
6 months ago
San Jose, United States Northwestern Mutual Full timeFinancial Advisor - "Choose a Career That Lets You Live Life Differently!"Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 160 years. NM has a proven track record of financial success.By joining our team, you'll have access to the...