Financial Professional

Are you an experienced financial professional who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If...

Description Are you an experienced financial professional who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for...

**Compensation**: $120,000 at plan yearly **Responsibilities**: - Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations - Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects - Customize financial plans...

Job DescriptionJob DescriptionAre you an experienced financial professional who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a...

Job DescriptionJob DescriptionAre you an experienced financial professional who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a...

Are you on the lookout for a promising career path with endless opportunities and a clear roadmap? The New York Life Long Island General Office is in search of Entry-Level Financial Professionals dedicated to helping families safeguard their financial futures and protect their dear ones. This role goes beyond just being another job - it presents a chance to...

Description Are you on the lookout for a promising career path with endless opportunities and a clear roadmap? The New York Life Long Island General Office is in search of Entry-Level Financial Professionals dedicated to helping families safeguard their financial futures and protect their dear ones. This role goes beyond just being another job - it presents...

Job DescriptionJob DescriptionCareer 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,...

Job DescriptionJob DescriptionCareer 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,...

Are you on the lookout for a promising career path with endless opportunities and a clear roadmap? The New York Life Long Island General Office is in search of Entry-Level Financial Professionals dedicated to helping families safeguard their financial futures and protect their dear ones. This role goes beyond just being another job - it presents a chance to...

Are you on the lookout for a promising career path with endless opportunities and a clear roadmap? The New York Life Long Island General Office is in search of Entry-Level Financial Professionals dedicated to helping families safeguard their financial futures and protect their dear ones. This role goes beyond just being another job - it presents a chance to...

Financial Professional - NY, Melville (5029) Equitable Holdings Mar 06, 2024 Finance Job Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a...

Entry Level Financial Sales ProfessionalNote: If applying as a student, you must be in your final semester.Discover a career with a purposeWe believe that New York Life is a meaningful place to work, no matter what stage of your career you are in. We pride ourselves on showing our employees the same level of attention, dedication, and care that we show our...

Job DescriptionJob DescriptionThe candidate for this role will need to assist the firm by helping run the day to day internal operations which will include organizing and ensuring proper 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...

Job DescriptionJob DescriptionThe candidate for this role will need to assist the firm by helping run the day to day internal operations which will include organizing and ensuring proper 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...

Overview: As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential,...

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math...

Job DescriptionJob DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent...

Job DescriptionJob DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent...

This position will be responsible for assisting in the coordination and review of the quarterly earnings conference call book and related earnings materials, as well as preparing several key analyses used in the quarterly earnings process, financial presentations, competitor analyses and long-range planning. KEY RESPONSIBILITIES: - Coordinate all materials...