Financial Advisor

1 week ago


Saratoga Springs, United States Frontier Management (OR) Full time

Financial Advisor

Ready to grow by affiliating with New York Life?

New York Life's top-performing financial professionals are expanding their team of producers. They're eager to work with other experienced financial professionals who are joining the New York Life family specializing in one or more of the following areas:

  • Income Protection
  • Retirement Planning
  • Wealth Advisory1
  • Business Solutions
  • Estate Planning
  • Executive Benefits
In addition to the opportunity of affiliating as a financial advisor with Eagle Strategies with complementary specialties2, you and your clients will have access to New York Life's Advanced Planning Group, a highly trained team of professionals with credentials and experiences in law, taxation, trust, estate, and business planning3.

Who we're looking for:
  • Life / Health Licensed Agents
  • Registered Reps
  • Investment Advisor Reps
You could be right for this opportunity If you have:
  • Entrepreneurial ambitions
  • History of Success in sales, client services, or client-facing roles
  • Excellent time-management skills
  • Desire for continuous learning
  • Self-disciplined
What we offer:

New York Life will value and reward your hard work. You'll have significant income potential because compensation is directly aligned with sales performance.

And our comprehensive benefits package includes:
  • Health/Dental/Life/Disability
  • A 401(k) plan (after one year of service)
  • A defined benefit pension plan (subject to eligibility and vesting requirements)4
  • Reimbursement for certain company-approved industry designations

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for our clients.

Contact New York Life today to discover what making a living while making a difference is all about.

1Wealth Advisory requires affiliation as a financial advisor with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company.

2Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.

3Neither New York Life, nor its employees or representatives provide tax, legal or accounting advice.

4Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason.

New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual

Orientation/Gender Identity

### SMRU# 1943185

Expires: 6/20/2024
  • Financial Advisor

    3 months ago


    Colorado Springs, United States Thrivent Financial for Lutherans Full time

    As a Thrivent Financial advisor, youll:Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent in Financial Advisor, Advisor, Financial, Spring, Insurance, Investment


  • Saratoga Springs, New York, United States InsideHigherEd Full time

    Job Summary:The Financial Aid Advisor will play a critical role in administering, evaluating, processing, verifying, awarding, and denying federal, state, and institutional financial aid to students. This position requires a high level of expertise in financial aid regulations and procedures.Key Responsibilities:Administer, evaluate, process, verify, award,...


  • Bonita Springs, United States Magellan Financial & Insurance Services, Inc. Full time

    Join Our Team as a Junior Advisor at Nova Wealth Management!About the Role: Are you passionate about finance and eager to kickstart your career in the financial services industry? Nova Wealth Management is looking for a dynamic and motivated Junior Advisor to join our team. In this role, you will be the primary point of contact for our clients, providing...

  • Financial Aid Advisor

    2 weeks ago


    Saratoga Springs, NY, United States Empire State University Full time

    Financial Aid Advisor Empire State University is currently seeking a full-time Financial Aid Advisor (State Title: Financial Aid Advisor) to join our team at our Saratoga Springs, NY location.The Financial Aid Advisor will administer, evaluate, process, verify, award and deny federal, state and institutional financial aid. The advisor will determine...

  • Financial Advisor

    2 months ago


    Colorado Springs, United States gpac Full time

    We are seeking a dedicated Financial Advisor to join our team. Responsibilities: Provide comprehensive financial planning and investment advice. Develop and implement tailored financial strategies. Maintain strong client relationships and provide ongoing support. Stay updated on market trends and regulatory changes. Requirements: Proven experience as a...


  • Connelly Springs, North Carolina, United States EmergeOrtho Full time

    Patient Financial AdvisorThe Patient Financial Advisor will play a crucial role in ensuring accurate patient demographic verification, elucidating treatment expenses and insurance benefits, and managing insurance certification documentation. This position also involves overseeing the collection of preoperative deposits, evaluating payment alternatives, and...

  • Financial Advisor

    2 months ago


    Colorado Springs, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, L. P. (CFS) Blue Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Colorado Springs, CO area. At Blue, we discover pathways to realize your possibilities. Serves as a Financial Advisor responsible for providing financial...

  • Financial Advisor

    3 months ago


    Colorado Springs, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionThrough its relationship with CUSO Financial Services, L. P. (CFS) Blue Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Colorado Springs, CO area.At Blue, we discover pathways to realize your possibilities. Serves as a Financial Advisor...


  • Saratoga Springs, New York, United States Frontier Management (OR) Full time

    Financial Advisor**About the Role**As a Financial Advisor at Frontier Management, you will have the opportunity to work with experienced professionals specializing in areas such as:**Risk Management****Retirement Planning and Wealth Accumulation****Investment Advisory Services****Business Solutions and Estate Planning****Executive Benefits and...


  • Webster Springs, West Virginia, United States Davis Health System Full time

    Position: Patient Financial Services AdvisorAs a vital member of the financial team at Davis Health System, you will play a crucial role in assisting patients with their financial inquiries and obligations.Provide support to patients in managing their outstanding self-pay balances.Engage in discussions regarding various payment options, including installment...

  • Financial Advisor

    1 month ago


    Colorado Springs, United States State Farm Full time

    Securities Licensed Sales Team Member(This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.)Location: Colorado Springs, COIn Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.Job DescriptionOverviewWe...

  • Client Associate

    2 months ago


    Saratoga Springs, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...


  • Saratoga Springs, New York, United States InsideHigherEd Full time

    Position Title:Financial Aid AdvisorNumber of Positions Available:1Institution:West Valley CollegeOverview:The Financial Aid Department is in search of a dedicated professional to assume the role of Financial Aid Advisor.West Valley College is situated in a serene, park-like environment, providing an ideal backdrop for both staff and students. Our...


  • Saratoga Springs, New York, United States InsideHigherEd Full time

    Position Title:Financial Aid AdvisorNumber of Positions Available:1Campus:West Valley CollegeOverview:The Financial Aid Department is in search of a skilled professional to assume the role of Financial Aid Advisor.West Valley College is located in a serene, park-like environment, providing a supportive atmosphere for both staff and students. Our institution...


  • Saratoga Springs, New York, United States InsideHigherEd Full time

    Position Title:Financial Aid AdvisorNumber of Positions Available:1Institution:West Valley CollegeOverview:The Financial Aid Department is in search of a dedicated professional to assume the role of Financial Aid Advisor.Located in a serene, park-like environment, West Valley College is just a short distance from Silicon Valley. Our institution prides itself...


  • Saratoga Springs, New York, United States InsideHigherEd Full time

    Position Title:Financial Aid AdvisorNumber of Positions Available:1Institution:West Valley CollegeOverview:The Financial Aid Department is on the lookout for a skilled professional to take on the role of Financial Aid Advisor.West Valley College is situated in a picturesque environment, offering a serene atmosphere on 175 acres of lush greenery. Our...


  • Excelsior Springs, Missouri, United States Excelsior Springs Hospital Full time

    Position OverviewAs a Financial Advisor for Healthcare Services, you will play a crucial role in guiding patients and healthcare providers through the financial aspects of care. Your responsibilities will include:Providing patients and healthcare professionals with accurate private pay estimates.Assisting patients in completing financial applications and...


  • Steamboat Springs, Colorado, United States LPL Financial Holdings, Inc. Full time

    Job OverviewThe primary role of the Client Service Associate is to provide administrative support to financial advisors, including daily, monthly, and annual tasks. The CSA helps the advisor maintain their practice and deliver positive results for clients.ResponsibilitiesProvide exceptional customer service by answering phones, scheduling appointments, and...


  • Saratoga Springs, New York, United States InsideHigherEd Full time

    Position Title:Financial Aid AdvisorNumber of Positions Available:1Campus:West Valley CollegeOverview:The Financial Aid Department is on the lookout for a skilled professional to take on the role of Financial Aid Advisor.West Valley College is nestled in a serene, park-like environment, providing a tranquil backdrop for both staff and students. Our team is...


  • Saratoga Springs, New York, United States InsideHigherEd Full time

    Position Title:Financial Aid AdvisorNumber of Positions Available:1Campus:West Valley CollegeOverview:The Financial Aid Department is in search of a skilled professional to take on the role of Financial Aid Advisor.West Valley College is located in a serene, park-like environment, providing a supportive atmosphere that is highly regarded by students and...