Financial Professional

1 week ago


Portland, United States New York Life Greater Oregon Full time

New York Life Greater Oregon -

Were looking for leadership-oriented individuals to join our Fast Track Management Program. In this program, youll have the opportunity to accelerate your path to management, and advance within 12 months.

Job Description

New York Life Insurance Company and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, fixed and variable* annuities, and mutual funds*.

In the Fast Track Management Program, youll start as a financial professional to gain hands on experience. Once you have met the program requirements, youll be able to transition into management as an Associate Partner. In this role, youll be responsible for recruiting and developing your own team of financial professionals. Youll also be enrolled in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager.

Eligibility requirements:

MBA completion within the previous 24 months

-or-

Prior management or business owner experience

Preferred but not required to apply:

Life and Health License

FINRA registrations; SIE, Series 6 or 7

Previous sales experience

Why New York Life?

From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the corporate office support our managers and help them impact their agents and the people in their communities.

Our extensive resources include:

Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses

Three highly-skilled teams providing advanced markets support: o Our Advanced Planning Group

o Eagle Strategies, a Registered Investment Advisor, for qualifying agents who are also Registered Representatives

o The Nautilus Group for qualifying agents who pay a monthly subscription fee.

A team of highly-trained, experienced product consultants to support your agents client acquisition needs

About New York Life

We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the four major ratings agencies: Standard & Poors (AA+); A.M. Best (A++); Moodys (Aaa); and Fitch (AAA).** For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

*Securities can only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency

**Source: Individual Third Party Ratings Reports as 9/18/19.

NYLIFE Securities and Eagle Strategies are New York Life companies

New York Life is an equal opportunity employer M/F/Disabled/Veteran/Sexual Orientation/Gender Identity

SMRU 1863221 exp 7/16/22

#J-18808-Ljbffr



  • Portland, United States CareerBuilder Full time

    Introduction As an Application Package Specialist, you'll help clients in the selection, implementation, and production support of application packaged solutions. You'll gain in-depth consulting skills, business knowledge, and packaged solution expertise to effectively integrate packaged technology into the clients business environment. Join us and start...

  • Financial Services

    2 weeks ago


    Portland, United States New York Life Full time

    Job DescriptionJob DescriptionWhat does a career need to offer you?Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it’s possible to get ahead and do the right thing. This belief shows in how we do business and it shows...

  • Senior Financial Analyst

    Found in: beBee jobs US - 2 weeks ago


    Portland, Oregon, United States adidas Full time

    PurposeResponsible for timely and accurate preparation of management reporting, including presentations, and for financial analysis on an ad-hoc, monthly, quarterly, and annual basis. Consolidates financial storyline, documents key assumptions & dynamics and checks for consistency. Provides meaningful reporting and high level of analysis on performance...

  • Staff Accountant

    2 days ago


    Portland, United States Creative Financial Staffing Full time

    Looking for your next career move? CFS is managing a high priority search to identify a Staff Accountant for our client. Staff Accountant - CFS has teamed up with a large growing company in the Portland area. About the Company and Opportunity: Staff Accountant CFS is working to find a staff accountant for a forward-thinking organization that values...

  • Merrill Financial Solutions Advisor

    Found in: beBee jobs US - 2 weeks ago


    Portland, Oregon, United States Bank of America Corporation Full time

    Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill.During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be.You will have the...

  • Senior Financial Analyst

    Found in: beBee S US - 3 weeks ago


    Portland, United States adidas Full time

    Purpose Responsible for timely and accurate preparation of management reporting, including presentations, and for financial analysis on an ad-hoc, monthly, quarterly, and annual basis. Consolidates financial storyline, documents key assumptions & dynamics and checks for consistency.  Provides meaningful reporting and high level of analysis on performance...

  • Cost Accountant

    1 week ago


    Portland, United States Creative Financial Staffing Full time

    Cost Accountant If you are a Cost Accounting professional looking for an opportunity to grow, our client (a highly-respected/growing manufacturing company), has an exciting opportunity for you! In this role, you will be responsible for finance/costing activities for one of the company's most complex production facilities. You will also serve as a key member...


  • Portland, United States inTulsa Full time

    InTulsa is partnering with Next Gen Tax to find candidates for this exciting role in Tulsa* Location: Tulsa, OK. This is a hybrid position for those already in Tulsa, OK or willing to relocate to Tulsa, OK** At NextGen, your “small’ business is a BIG deal. It’s passion. It's income. It's legacy. Our team of CPAs, MBAs, and attorneys is the best and...

  • Senior Tax Manager

    7 days ago


    Portland, United States Cross Financial Management Full time

    Cross Financial is a professional tax and consulting firm offering a wide range of services in the areas of taxation, business consulting, accounting, business valuation, and financial planning services. Job Summary: Were growing! We are looking for experienced tax professionals to join our amazing team. We offer tremendous growth and development...


  • Portland, United States Ren Global Inc. Full time

    Ren Global Inc. Financial Planning and Analysis Lead Portland, OR·Remote·Full time Apply for Financial Planning and Analysis Lead Ren is a SaaS platform that enables companies with global supply chains to source the cleanest energy possible. Ren solves the complex challenges associated with sourcing renewable energy to cover the massive emissions from...

  • Senior Accountant

    4 days ago


    Portland, United States Creative Financial Staffing Full time

    Senior Accountant opportunity - dive into Oregon's History! If you are a seasoned accounting professional with a passion for excellence, we want to hear from you! About the Company and Opportunity: Senior Accountant Our client is a well-established non-profit organization in Portland looking to add a Senior Accountant to their team! The role reports...

  • Senior Accountant

    2 days ago


    Portland, United States Creative Financial Staffing Full time

    Senior Accountant opportunity - dive into Oregons History! If you are a seasoned accounting professional with a passion for excellence, we want to hear from you! About the Company and Opportunity: Senior Accountant Our client is a well-established non-profit organization in Portland looking to add a Senior Accountant to their team! The role reports to...


  • Portland, United States Creative Financial Staffing Full time

    Looking for your next career move? CFS is managing a high priority search to identify an Controller for our client. Corporate Controller - CFS has teamed up with a long-established company in Lake Oswego About the Company and Opportunity: Corporate Controller Local property management company in Lake Oswego, seeking a Corporate Controller to lead their...

  • Corporate Controller

    2 weeks ago


    Portland, United States Creative Financial Staffing Full time

    Looking for your next career move? CFS is managing a high priority search to identify an Controller for our client. Corporate Controller - CFS has teamed up with a long-established company in Lake Oswego About the Company and Opportunity: Corporate Controller Local property management company in Lake Oswego, seeking a Corporate Controller to lead their...

  • Controller

    2 days ago


    Portland, United States Creative Financial Staffing Full time

    Controller About the Company and Opportunity: CFS is working with a local employer seeking a Controller to join their team. The Controller is responsible for overseeing, developing, and supporting the accounting team and all related functions. The organization offers a full benefits package including healthcare, retirement plan, PTO, and more. The...


  • Portland, United States inTulsa Full time

    InTulsa is partnering with Next Gen Tax to find candidates for this exciting role in Tulsa* Location: Tulsa, OK. This is a hybrid position for those already in Tulsa, OK or willing to relocate to Tulsa, OK** At NextGen, your “small’ business is a BIG deal. It’s passion. It's income. It's legacy. Our team of CPAs, MBAs, and attorneys is the best and...


  • South Portland, United States CareerBuilder Full time

    Position Summary **Full remote working position Position, under minimal supervision, manages specific assigned responsibilities related to budgets, cost accounting, reimbursement and financial planning. Works closely with Manager of Finance to analyze, project and model clinical and financial data. Prepares prospective financial pro forma information and...


  • Portland, United States Symmetry Financial - Clark Agency Full time

    Job DescriptionJob Description                                             ​ Innovative Financial Management and Clarks Financial Services are brokerage firms that operate nationally. We live by a simple credo: Through ethical and honest relationships, we help our clients protect their families and businesses. ...


  • Portland, United States Symmetry Financial - Clark Agency Full time

    Job DescriptionJob Description                                             ​ Innovative Financial Management and Clarks Financial Services are brokerage firms that operate nationally. We live by a simple credo: Through ethical and honest relationships, we help our clients protect their families and businesses. ...

  • Controller

    4 days ago


    Portland, United States Creative Financial Staffing (CFS) Full time

    Job DescriptionJob DescriptionControllerAbout the Company and Opportunity:CFS is working with a local employer seeking a Controller to join their team.The Controller is responsible for overseeing, developing, and supporting the accounting team and all related functions.The organization offers a full benefits package including healthcare, retirement plan,...