Current jobs related to Financial Professional - Overland Park - New York LIfe


  • Overland Park, Kansas, United States Retirement Solutions Group Full time

    Financial Advisor Job Description**About the Role**We are seeking a highly motivated and experienced Financial Advisor to join our team at Retirement Solutions Group in Overland Park, KS. As a Financial Advisor, you will be responsible for developing and delivering financial planning services to our clients, including small to mid-size businesses and...


  • Overland Park, United States New York Life Full time

    Job DescriptionJob DescriptionAre you a leader who has the following traits?• Competitive• Entrepreneurial• Coachable• Communicative• Self-disciplined• Authentic• Speak Spanish and/or PortugueseIf the answer is yes, consider becoming an insurance agent to drive positive impact in the Latino community. At New York Life,you’re in control of...


  • Brooklyn Park, Minnesota, United States Creative Financial Staffing Full time

    Senior Financial ProfessionalWe are seeking a highly skilled Senior Financial Professional to support our client's financial operations during this phase of rapid expansion. This role demands a solid foundation in accounting principles, excellent numerical and communication skills, and a detail-oriented mindset.Key Responsibilities:Generate and distribute...


  • Overland Park, Kansas, United States FIVE RINGS FINANCIAL Full time

    Job OpportunityWe are seeking a highly motivated and self-driven Sales and Marketing Representative to join our team at FIVE RINGS FINANCIAL. As a key member of our organization, you will play a crucial role in educating Americans about how money works and helping them achieve financial freedom.Key Responsibilities:Provide exceptional customer service and...


  • Overland Park, Kansas, United States IMA Financial Group Full time

    Internship Opportunity at IMA Financial GroupWe are excited to offer an internship position in our Global Risk and Benefits practice. As an intern, you will have the opportunity to gain hands-on experience in the insurance industry and work closely with our team of experts.Responsibilities:Assist in research and analysis of international insurance coverages,...


  • Overland Park, Kansas, United States Shamrock Trading Corporation Full time

    Job SummaryShamrock Trading Corporation is seeking a highly skilled and bilingual Financial Account Representative to join our team. As a key member of our financial services team, you will be responsible for managing an assigned portfolio of clients, including receiving and processing invoices and related documentation per procedural and contractual...


  • Schiller Park, Illinois, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorYour career path should lead to real opportunity. LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at Michigan State University Federal Credit Union in Chicago, IL would allow you to join the Investment Program at Michigan State University...

  • Financial Advisor

    2 weeks ago


    Schiller Park, Illinois, United States Ameriprise Financial Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Ameriprise Financial. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesAttend and engage in coaching and training led by our leadership team and established...

  • Financial Planner

    4 months ago


    Overland Park, United States Aspyre Wealth Partners® Full time

    Title: Financial PlannerSupervisor Title: Director of Financial Planning JOB SUMMARYThe Financial Planner is responsible for preparation of client financial plans, review of case analysis and modification, and client communications and research.JOB...

  • Financial Planner

    4 months ago


    Overland Park, United States Aspyre Wealth Partners® Full time

    Title: Financial PlannerSupervisor Title: Director of Financial Planning JOB SUMMARYThe Financial Planner is responsible for preparation of client financial plans, review of case analysis and modification, and client communications and research.JOB...

  • Financial Planner

    3 weeks ago


    Overland Park, United States Aspyre Wealth Partners® Full time

    Title: Financial PlannerSupervisor Title: Director of Financial Planning JOB SUMMARYThe Financial Planner is responsible for preparation of client financial plans, review of case analysis and modification, and client communications and research.JOB...

  • Financial Planner

    1 month ago


    overland park, United States Aspyre Wealth Partners® Full time

    Title: Financial PlannerSupervisor Title: Director of Financial Planning JOB SUMMARYThe Financial Planner is responsible for preparation of client financial plans, review of case analysis and modification, and client communications and research.JOB...


  • Buena Park, California, United States Ria Financial Full time

    About Ria FinancialRia Financial is a leading provider of financial services, dedicated to delivering reliable and trustworthy payment solutions to our customers. With a global presence and a commitment to diversity and inclusion, we strive to create a better everyday life for our customers, clients, and employees.Job SummaryWe are seeking a highly motivated...

  • Financial Analyst

    4 weeks ago


    Valley Park, Missouri, United States Creative Financial Staffing Full time

    Financial Analyst Job DescriptionWe are seeking a highly skilled Financial Analyst to join our team at Creative Financial Staffing. As a Financial Analyst, you will play a critical role in managing the financial forecasting process, budgeting, and reporting for our mid-sized, high-growth organization.Key Responsibilities:Develop and manage internal...


  • Overland Park, Kansas, United States T-Mobile Full time

    Job Title: Senior Financial AnalystJoin T-Mobile's team of financial experts and contribute to the company's success by analyzing and improving financial processes.About the Role:We are seeking a highly skilled Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will be responsible for analyzing and improving financial processes,...


  • Severna Park, Maryland, United States LaBarge Financial Full time

    Service AdvisorLaBarge Financial, a leading financial firm in Severna Park, MD, is seeking a detail-oriented Service Advisor to support our team in delivering exceptional client experiences. As a key member of our office, you will play a vital role in ensuring the smooth operation of our financial services.Key Responsibilities:Prepare and present customized...


  • Overland Park, Kansas, United States Retirement Solutions Group Full time

    Financial Advisor Role OverviewAt Retirement Solutions Group, we are seeking a highly skilled and motivated Financial Advisor to join our team.**Key Responsibilities:*** Develop and implement comprehensive financial plans for clients* Provide expert advice on investment strategies and wealth management* Conduct regular reviews and updates of client plans*...


  • Overland Park, Kansas, United States Cetera Investors Full time

    Job Title: Financial ProfessionalAbout the Role:We are seeking a highly skilled Financial Professional to join our team at Cetera Investors. As a Financial Professional, you will be responsible for maintaining an existing book of business, prospecting for new opportunities through client referrals, seminars, and community involvement.Key...

  • Financial Manager

    4 weeks ago


    Tinley Park, Illinois, United States Creative Financial Staffing Full time

    Accounting Manager OpportunityCreative Financial Staffing is seeking an experienced Accounting Manager to join its accounting team. This is a fantastic opportunity to work for a leadership that promotes personal and professional growth.Why Work for Creative Financial Staffing?Opportunities for growth within the companyHybrid work scheduleWork life...


  • Overland Park, United States STEPP & ROTHWELL INC. Full time

    This associate position is the key support role for a team of financial planners. The Financial Planning Associate is an integral member of our financial planning team. Using your logic and analytical skills, you will effectively evaluate a broad range of data and information to prepare financial reports and projections that will help our Financial Planners...

Financial Professional

2 months ago


Overland Park, United States New York LIfe Full time
Job DescriptionJob Description

Are you a leader who has the following traits?
Competitive
Entrepreneurial
Coachable
Communicative
Self-disciplined
Authentic


If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, youre in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.


Must live in or around the Overland Park area and are able to commute daily. This is not a remote opportunity.


What were looking for...

Were looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses. This is not just a sales jobits a career with purpose and opportunity. Youll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.


What we offer...

Training and development

Well equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals and the ability to obtain industry professional designations. We are so committed to training that well subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. Youll also get rewarded and acknowledged with sales incentives and professional development trips for our top performing insurance agents.

Digital tools

Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.


Products and solutions

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long term care insurance, disability income insurance and investment products such as mutual funds1 through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Youll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth management and advisory services2, estate planning strategies and business solutions.


Human guidance

When you join New York Life, youre joining a strong team with peer-to-peer support options like study groups, mentorship and other opportunities to engage with your fellow insurance agents.