Financial Services Professional

Job DescriptionJob DescriptionCareer Description: Financial Professionals work with clients to identify, outline and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management,...

Job DescriptionJob DescriptionCareer Description: Financial Professionals work with clients to identify, outline and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management,...

Are you on the lookout for a promising career path with endless opportunities and a clear roadmap? The New York Life Long Island General Office is in search of Entry-Level Financial Professionals dedicated to helping families safeguard their financial futures and protect their dear ones. This role goes beyond just being another job - it presents a chance to...

Are you an experienced financial professional who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If...

Description Are you an experienced financial professional who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for...

**Compensation**: $120,000 at plan yearly **Responsibilities**: - Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations - Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects - Customize financial plans...

Description Are you an experienced financial professional who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for...

Job DescriptionJob DescriptionAre you an experienced financial professional who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a...

Job DescriptionJob DescriptionAre you an experienced financial professional who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a...

Job Description Job Description Forest Hills Financial Group, a member of The Guardian Network, is looking for individuals like you to join our team as a Financial Advisor. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers...

Job DescriptionJob DescriptionForest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor.  We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for...

Financial Professional - NY, Melville (5029) Equitable Holdings Mar 06, 2024 Finance Job Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a...

Entry Level Financial Sales ProfessionalNote: If applying as a student, you must be in your final semester.Discover a career with a purposeWe believe that New York Life is a meaningful place to work, no matter what stage of your career you are in. We pride ourselves on showing our employees the same level of attention, dedication, and care that we show our...

New York Life Insurance Company is seeking seasoned financial service industry professionals to join our management team. Currently we are interviewing strong leadership-oriented individuals with a desire to help others succeed within our General Offices. As a New York Life Partner, your responsibilities include the successful recruiting AND development of a...

New York Life Insurance Company is seeking seasoned financial service industry professionals to join our management team. Currently we are interviewing strong leadership-oriented individuals with a desire to help others succeed within our General Offices. As a New York Life Partner, your responsibilities include the successful recruiting AND development of a...

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client...

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client...

Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

Job DescriptionJob DescriptionThe candidate for this role will need to assist the firm by helping run the day to day internal operations which will include organizing and ensuring proper completion of all client paperwork, as well as timely follow-up on client service issues, and performing various tasks as needed. There is a lot of upward mobility due to...

Job DescriptionJob DescriptionThe candidate for this role will need to assist the firm by helping run the day to day internal operations which will include organizing and ensuring proper completion of all client paperwork, as well as timely follow-up on client service issues, and performing various tasks as needed. There is a lot of upward mobility due to...