Financial Advisor
4 weeks ago
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today Responsibilities: • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Requires a Bachelor’s degree in business administration, finance, or other related field • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus About Company: New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States, and is ranked #71 on the 2019 Fortune 500 list of the largest United States corporations by total revenue. Our 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.
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Financial Advisor
4 weeks ago
McHenry, United States New York Life - Todd Couture Full timeJob DescriptionJob DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin...
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Financial Advisor
1 week ago
McHenry, United States New York Life - Todd Couture Full timeJob DescriptionJob DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin...
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Entry-Level Financial Services Representative
2 months ago
McHenry, United States New York Life - Todd Couture Full timeDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest in financial...
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Mchenry, United States Northwestern Medicine Full timeIn addition to competitive compensation, we offer an excellent benefits package. This includes a continuing medical education allowance, paid time off, well-being fund, 401k, paid parental leave, malpractice insurance and much more. Moreover, we will provide financial stability and administrative support so you can focus on your passion - practicing...
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Mchenry, United States Northwestern Medicine Full timeIn addition to competitive compensation, we offer an excellent benefits package. This includes a continuing medical education allowance, paid time off, well-being fund, 401k, paid parental leave, malpractice insurance and much more. Moreover, we will provide financial stability and administrative support so you can focus on your passion - practicing...
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Account Associate
3 weeks ago
McHenry, United States John Sutton - State Farm Agent Full timeJob DescriptionJob DescriptionAre you passionate about delivering exceptional customer service and making a positive impact? State Farm is excited to present an outstanding career opportunity as a Customer Service Representative (CSR) on John Sutton's team. We believe that John Sutton's team is the perfect fit for individuals who are dedicated to...
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Account Associate
1 week ago
McHenry, United States John Sutton - State Farm Agent Full timeJob DescriptionJob DescriptionAre you passionate about delivering exceptional customer service and making a positive impact? State Farm is excited to present an outstanding career opportunity as a Customer Service Representative (CSR) on John Sutton's team. We believe that John Sutton's team is the perfect fit for individuals who are dedicated to...
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Quality Utilization Specialist
8 hours ago
McHenry, United States Northwestern Medicine Full timeThe **Quality Utilization Specialist** reflects the mission, vision, and values of NM, adheres to the organization's Code of Ethics and Corporate Compliance Program, and complies with all relevant policies, procedures, guidelines and all other regulatory and accreditation standards. **Responsibilities**: - Applies medical necessity screening criteria,...
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Quality Utilization Specialist
1 day ago
McHenry, United States Northwestern Memorial Healthcare Full time**Company Description** At Northwestern Medicine, every patient interaction makes a difference in cultivating a positive workplace. This patient-first approach is what sets us apart as a leader in the healthcare industry. As an integral part of our team, you'll have the opportunity to join our quest for better healthcare, no matter where you work within the...
