Financial Services Professional
3 weeks ago
Financial Professional / Financial Advisor* / Registered Representative*
Career Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent financial management, high-quality products and impeccable service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, special needs planning, legacy and estate planning.
Training, Support and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
You will be in business for yourself – but never by yourself.
Qualifications: We require motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and ability to communicate complex ideas. The candidate must also have the ability to successfully network and prospect for new clients, must have excellent communication skills and effective relationship management skills.
*Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies.
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity
Company DescriptionAwards & Accolades. We’re proud of our financial strength.• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)
We’re proud of our position in the industry.
• New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine7
• Training Magazine’s Training Top 100 for 2021
We’re proud to be recognized by organizations that also value diversity.
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work
We’re proud of the help we’ve provided and continue to provide our clients.
• 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
• $938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
• $4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying
policy dividends paid. Dividends are not guaranteed.
• Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender IdentityCompany DescriptionAwards & Accolades. We’re proud of our financial strength.\r
• A++ Superior (A.M. Best)\r
• AAA Exceptionally Strong (Fitch)\r
• Aaa Exceptional (Moody’s)\r
• AA+ Very Strong (Standard & Poor’s)\r
\r
We’re proud of our position in the industry.\r
• New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine7\r
• Training Magazine’s Training Top 100 for 2021\r
\r
We’re proud to be recognized by organizations that also value diversity.\r
• Human Rights Campaign: 2022 Corporate Equality Index\r
• Forbes 2022: America’s Best Employers for Diversity\r
• Latino Leaders 2022 Best Companies for Latinos to Work\r
\r
We’re proud of the help we’ve provided and continue to provide our clients.\r
• 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies\r
• $938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.\r
• $4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying\r
policy dividends paid. Dividends are not guaranteed.\r
• Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.\r
\r
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
-
Financial Services Professional
4 weeks ago
San Diego, United States Global Financial Impact - Lisa Matthews Full timeJob Description Job Description We’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance. We believe that everyone, regardless of their background or...
-
Financial Services Professional
5 days ago
San Diego, California, United States New York Life - San Diego Full timeWe are hiring Financial Professionals at New York Life!Come join our team of dedicated professionals who help clients achieve their financial goals. At New York Life, we offer a wide range of financial products and services to assist clients in retirement planning, education funding, business planning, employee benefits, and more.As a Financial Professional,...
-
Financial Services Professional
4 weeks ago
San Carlos, United States Global Financial Impact - Lisa Matthews Full timeJob Description Job Description We’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance. We believe that everyone, regardless of their background or...
-
Financial Services Professional
2 weeks ago
San Antonio, United States Global Financial Impact - Christian Cruce Full timeJob DescriptionJob DescriptionWe’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.We believe that everyone, regardless of their background or...
-
Financial Services Professional
4 weeks ago
San Diego, United States Bankers Life Full timeFinancial Services Professional - Hybrid Experience Location: Mission Valley, CA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...
-
Financial Advisor
1 day ago
San Diego, United States First Command Financial Services, Inc Full timeFinancial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...
-
Financial Services Professional San Diego
4 weeks ago
San Diego, United States New York Life Full timeCareer Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent financial...
-
Financial Services Professional
2 months ago
San Diego, United States New York Life Full timeDescription Career Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent...
-
Financial Services Professional
3 weeks ago
San Diego, United States New York Life Full timeDescription Career Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent...
-
Financial Services Professional
3 weeks ago
San Diego, United States New York Life - San Diego Full timeJob DescriptionJob DescriptionCareer Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are...
-
Financial Services Professional
4 weeks ago
San Diego, United States New York Life - San Diego Full timeJob DescriptionJob DescriptionCareer Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are...
-
Financial Services Professional
2 weeks ago
San Diego, United States New York Life - San Diego Full timeJob DescriptionJob DescriptionCareer Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are...
-
Financial Services Professional
3 weeks ago
San Diego, United States New York Life - San Diego Full timeJob DescriptionJob DescriptionCareer Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are...
-
Financial Services
3 weeks ago
San Diego, United States Pure Financial Advisors, LLC Full timeThe Client Services Associate (aka Client Services Specialist) position’s primary focus is ensuring that the proper paperwork required for opening, transferring and managing assets is prepared, entered and expedited correctly and efficiently as well as to provide outstanding customer service and client support. This position interacts with clients as well...
-
Financial Services Professional
12 hours ago
San Diego, United States New York Life - San Diego Full timeJob DescriptionJob DescriptionCareer Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are...
-
Financial Specialist
3 weeks ago
San Diego, United States Total Package Professional Services Full timeJob Type Full-time Description Location: San Diego, CAStatus: Full-time, Exempt Our client, RJ Patterson Group strives to understand clients' needs and aspirations and help them achieve their financial goals. The company offers comprehensive and customized financial planning for all aspects of life. This includes retirement strategies, investment...
-
Financial Services Professional
4 weeks ago
San Antonio, United States Meron Financial Agency Full timeJob DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...
-
Financial Services Professional
3 weeks ago
San Antonio, United States Meron Financial Agency Full timeJob DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...
-
Financial Services Professional
2 weeks ago
San Antonio, United States Meron Financial Agency Full timeJob DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...
-
Financial Services Professional
3 weeks ago
San Antonio, United States Meron Financial Agency Full timeJob DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...
