We have other current jobs related to this field that you can find below
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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 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 Services Professional
2 hours ago
San Jose, California, United States New York Life Full timeAbout the RoleJob Summary:We are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life. As an Insurance and Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and plan for the unexpected.Key Responsibilities:Client Acquisition and Relationship...
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Financial Services Professional
22 hours ago
San Jose, California, United States New York Life Full timeAbout New York LifeNew York Life is a leading financial services company that has been serving clients for over 175 years. We are committed to providing our customers with a wide range of financial products and services, including life insurance, annuities, and mutual funds.Job SummaryWe are seeking a highly motivated and self-disciplined Financial Services...
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Associate Financial Professional
1 week ago
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Financial Branch Leader
5 days ago
San Jose, California, United States OneMain Financial Full timeFinancial Branch LeaderAdvance your career as a Financial Branch LeaderAs a Financial Branch Leader at OneMain, you will cultivate an exceptional workplace—a setting where individuals are enthusiastic about their roles and positively influence the community. You will exemplify leadership, empowering your team to provide loan solutions that align with our...
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Financial Analyst
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San Jose, United States Planet Professional Full timeFinancial Analyst Contract for 6 + Months. Hybrid to San Jose, CA. $45-$50/hr. MUST HAVE Financial Modeling experience
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Licensed Financial Consultant
1 month ago
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Licensed Financial Consultant
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Financial Advisor/ Insurance Professional
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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
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...
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Financial Services Professional
1 month ago
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Financial Advisor/Financial Planner
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Financial Accountant
5 days ago
San Antonio, Texas, United States Creative Financial Staffing Full timePosition Overview: Financial AccountantWe are seeking a dedicated Financial Accountant to become a vital part of our organization. This role offers an opportunity to work in a vibrant and supportive workplace that emphasizes professional growth and development.Key Responsibilities:Cash Management: Oversee cash transfers between various accounts as required...
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Financial Consultant
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Financial Representative
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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
3 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 Accountant
5 days ago
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Financial Advisor
4 months ago
San Diego, United States Root Financial Partners Full timeCompany DescriptionAs one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial goals and we've assembled a world-class team of exceptional advisors and operations...
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Financial Advisor
4 months ago
San Diego, United States Root Financial Partners Full timeCompany DescriptionAs one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial goals and we've assembled a world-class team of exceptional advisors and operations...
Financial Professional
2 months ago
$107,500+ at plan commission
Responsibilities:- Serve as a collaborative team player willing to further development through continued training opportunities
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Candidate is required to hold either a US passport, a green card or a regular renewable EAD (we are not able to contract with F1 Visa - OPT - CPT)
New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY
