Financial Professional Position
4 months ago
- Highly self-motivated and self-disciplined with the ability to work effectively and independently
- Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
- Fearless, positive attitude and willingness to be accountable for results
- Organized, detail-oriented and excellent time-management skills
- Desire for continuous learning
- Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
- Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path
- The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales
- Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support
- Dedicated underwriters who work diligently on cases
- Committed managers who don’t sell; instead they’re dedicated to helping you succeed
- A team of highly-trained, experienced product consultants to support your client acquisition needs
- Significant income potential
- Substantial benefits, including a defined benefit pension plan and 401k1
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Financial Professional III
3 weeks ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeCreative Financial Staffing is partnering with a leading business organization seeking a highly skilled Financial Professional III. Competitive salary up to $90k Key Highlights of this Opportunity: Be part of a dynamic and family-valued organization that prioritizes employee growth and development. Fantastic benefits package, including an aggressive 401k...
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Financial Services Professional
5 days ago
Fort Wayne, Indiana, United States RUNESTAD FINANCIAL SERVICES, LTD. Full timeFinancial Advisor RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Runestad Financial Services, LTD. in Fort Wayne, IN.The ideal candidate will have a strong initiative, positive attitude, and ability to market to local clients. They will also possess persistence, an entrepreneurial perspective to build a...
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Financial Services Professional
1 day ago
Fort Wayne, Indiana, United States RUNESTAD FINANCIAL SERVICES, LTD. Full timeFinancial Advisor Role at Runestad Financial Services, LTD.We are seeking a highly motivated and experienced Financial Advisor to join our team at Runestad Financial Services, LTD. in Fort Wayne, IN. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and...
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Financial Services Professional
5 days ago
Fort Wayne, Indiana, United States RUNESTAD FINANCIAL SERVICES, LTD. Full timeFinancial Advisor OpportunityAre you a motivated and customer-focused individual looking to expand your career in financial services? We are seeking a Financial Advisor to join our team at Runestad Financial Services, LTD. in Fort Wayne, IN.Key Responsibilities:Develop and implement customized financial plans for clientsAssist clients with annuities, life,...
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Client Service Associate
2 weeks ago
Fort Wayne, Indiana, United States Raymond James Financial Incorporated Full timeJob SummaryRaymond James Financial Incorporated is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a key member of our financial services team, you will provide high-quality administrative support to our financial advisors and clients.Key Responsibilities:Provide exceptional customer service to clients and...
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Financial Services Professional
3 weeks ago
Wayne, Pennsylvania, United States Charles Schwab Full timeAbout the RoleAs a Financial Services Professional at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network at the ground floor. This role provides the exposure and experience required to advance in the challenging space of financial consulting.Key Responsibilities:Build a book of business through proactive, outbound calls...
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Financial Reporting Specialist
2 weeks ago
Wayne, Pennsylvania, United States Lincoln Financial Services Full timeAbout the RoleThis position is responsible for performing and delivering routine assignments and projects while leveraging knowledge of assigned areas in Statutory Financial Reporting. The successful candidate will prepare, analyze, and report on activities associated with accounting principles and standards, and financial statements.Key...
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Financial Reporting Specialist
2 weeks ago
Wayne, Pennsylvania, United States Lincoln Financial Services Full timeAbout the RoleThis position is responsible for preparing, analyzing, and reporting on financial statements and supporting schedules according to accounting and reporting calendars. The ideal candidate will have a strong understanding of accounting principles and standards, as well as experience with financial analysis and reporting.Key...
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Financial Reporting Specialist
1 week ago
Wayne, Pennsylvania, United States Lincoln Financial Services Full timeAbout the RoleThis position plays a critical role in supporting the company's financial reporting needs by preparing, analyzing, and reporting on financial statements and supporting schedules according to accounting and reporting calendars.Key ResponsibilitiesPrepare and analyze financial statements and supporting schedules for statutory accounting...
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Office Professional
4 weeks ago
Fort Wayne, United States Thrivent Financial Full timeSummary This position provides administrative support to Greg Weber. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email,...
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Financial Manager
1 hour ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeController Job DescriptionAbout the Role:The Controller will play a critical role in leading the accounting department and ensuring the accuracy and timeliness of financial reporting. This position requires a strong leader who can develop and maintain internal controls, prepare financial statements, and coordinate the budgeting and forecasting process.Key...
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Financial Operations Specialist
4 weeks ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeAbout Us:We are a dedicated non-profit organization committed to making a positive impact in our community. We are currently seeking a skilled Financial Operations Specialist to join our team and manage our financial operations. This role is crucial in ensuring our financial health and compliance, allowing us to continue our mission of serving others.Why...
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Financial Controller
1 month ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeFinancial Controller - OnsiteElevate Your Career in a Key Leadership PositionAbout Creative Financial Staffing and the Opportunity:Creative Financial Staffing is excited to collaborate with a prestigious client in the search for a Financial Controller who possesses strong leadership capabilities to guide a skilled accounting team. This role represents more...
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Financial Reporting Manager
1 month ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeSenior Accounting Operations ManagerWhy Choose Creative Financial Staffing:Leading organization in the financial sectorReputable firm known for its community involvementOpportunities for professional advancement with visibility to executive leadershipA supportive and inclusive workplace that promotes teamworkExcellent BENEFITS, generous PTO, and a vibrant...
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Financial Manager
8 hours ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeFinancial Manager RoleWe are seeking a highly skilled Financial Manager to join our team at Creative Financial Staffing. As a key member of our organization, you will play a crucial role in maintaining the financial health of our clients, ensuring compliance with financial regulations, and supporting their mission through effective financial management.Key...
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Financial Controller
1 month ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeFinancial Controller - OnsiteElevate Your Career in a Key Leadership PositionAbout Creative Financial Staffing and the Opportunity:Creative Financial Staffing is excited to collaborate with a prestigious client in search of a Financial Controller who possesses strong leadership capabilities to guide a skilled accounting team. This role presents a unique...
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Financial Controller
1 month ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeFinancial Controller - OnsiteElevate Your Career in a Key Leadership PositionAbout Creative Financial Staffing and the Opportunity:Creative Financial Staffing is excited to collaborate with a prominent client in the quest for a Financial Controller with exceptional leadership capabilities to guide a skilled accounting team. This role presents an opportunity...
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Financial Reporting Manager
1 month ago
Fort Wayne, Indiana, United States Creative Financial Staffing Full timeManager of Financial OperationsAbout Our Client:Leading organization in the financial sectorWell-established company with a commitment to community engagementOpportunities for professional advancement and visibility to senior managementA supportive and diverse workplace that promotes teamworkExceptional BENEFITS, generous PTO, and a positive CULTURERole...
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Corporate Financial Analyst
3 weeks ago
Fort Wayne, Indiana, United States Axios Professional Recruitment Full timeJob OverviewWe are seeking a highly skilled Corporate Financial Analyst to join our team at Axios Professional Recruitment. As a key member of our finance department, you will be responsible for providing financial analysis and reporting to support business decision-making.Key ResponsibilitiesFinancial Reporting: Prepare and review financial reports,...
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Financial Reporting Specialist
2 weeks ago
Fort Wayne, Indiana, United States Lincoln Financial Group Full timeAbout the RoleWe are seeking a highly skilled Financial Reporting Specialist to join our team at Lincoln Financial Group. As a key member of our accounting and reporting team, you will be responsible for preparing, analyzing, and reporting on financial statements and activities associated with statutory accounting principles and standards.Key...