Financial Services Professional

2 days ago

Santa Barbara, United States Bankers Life Full time

Financial Services Professional - Hybrid Experience Location: Santa Barbara, CA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider joining our team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. We provide career development from management opportunities to enhancing your career and becoming a Financial Representative, specializing in aiding clients in Wealth Management. Your growth is our success. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. How Bankers Life will provide support : Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. Pre-Licensing Training - We provide pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. Advancement Opportunities - Benefit-eligible management positions within local branch structure. Securities Licensing Support to Become a Financial Representative – we provide free securities study materials, study group support and assistance with licensing expenses. What makes a great Financial Services Professional? Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others. The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team About us: With a rich history dating back to 1879, Bankers Life has grown from our founder’s simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions. Forbes has recognized us for our diversity efforts and as a best midsize employer for 2022. Compensation & Benefits: · Commission structure designed to grow with you · Renewable income and Bonus programs plus $400 for the first four weeks as an active agent · Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more · Retirement Savings Program

  • Financial Services Professional

    1 month ago

    Santa Barbara, California, United States Thrivent Financial Full time

    Thrivent Financial Advisor OpportunityMake a meaningful impact in the lives of others by providing holistic purpose-based financial advice as a Thrivent Financial Advisor. Enjoy the satisfaction of helping clients achieve their goals while having control over your income through commissions and incentives.Key Responsibilities:Build a financial practice...

  • Financial Services Professional

    3 weeks ago

    Santa Clarita, California, United States Raymond James Financial Services Full time

    Financial Advisor Opportunity at Raymond James Independent Financial Services **About the Role** Raymond James Ltd., a leading independent investment dealer, is seeking a full-time Financial Advisor to join their team in Barrie, ON. As a Financial Advisor, you will be responsible for providing customized solutions to clients seeking wealth management...

  • Financial Services Professional

    1 month ago

    Santa Barbara, United States Bankers Life Full time

    Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing...

  • Financial Services Professional

    4 weeks ago

    Santa Barbara, United States Bankers Life Full time

    Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing...

  • Financial Services Professional

    3 weeks ago

    Santa Barbara, California, United States Covenant Trust Full time

    Financial Advisor OpportunityCovenant Trust is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing holistic financial planning solutions to individuals and institutions, leveraging our investment management services, trust administration services, and gift planning products and services.Key...

  • Financial Services Professional

    3 weeks ago

    Santa Barbara, California, United States Covenant Trust Company Full time

    Financial Advisor OpportunityCovenant Trust Company is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in providing trusted and uncompromising financial guidance and products to our clients throughout the communities we serve.Key ResponsibilitiesProvide holistic, purpose-driven financial planning...

  • Financial Services Professional

    3 weeks ago

    Santa Clarita, California, United States Raymond James Financial Services Full time

    Join Raymond James Independent Financial Services in Barrie, ON, as a full-time Financial Advisor. Our company, one of Canada's leading independent investment dealers, offers high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. As a successful Financial Advisor, you will have a minimum of...

  • Financial Services Professional

    3 weeks ago

    Santa Clarita, California, United States Raymond James Financial Services Full time

    Raymond James Independent Financial Services is seeking a full-time Financial Advisor in Barrie, ON. As one of Canada's leading independent investment dealers, we offer high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. The ideal candidate will have a minimum of 5 years of industry...

  • Financial Services Professional

    3 weeks ago

    Santa Clara, California, United States Priority Financial Group Full time

    Job Title: Financial AdvisorPriority Financial Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert advice on investment, insurance, and estate planning.Key Responsibilities:Conduct comprehensive...

  • Financial Services Professional

    3 weeks ago

    Santa Clara, California, United States Priority Financial Group Full time

    Job Title: Financial AdvisorPriority Financial Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert advice on investment, insurance, and estate planning.Key Responsibilities:Conduct comprehensive...

  • Senior Financial Advisor

    1 week ago

    santa barbara, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Our client is a leading national broker-dealer, renowned for its commitment to employee development and outstanding workplace culture. With numerous accolades for employee satisfaction, they are consistently recognized as one of the top firms in the industry. They are currently looking for Licensed Financial Consultants to join their branches in the Santa...

  • Senior Financial Advisor

    2 weeks ago

    Santa Barbara, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Our client is a leading national broker-dealer, renowned for its commitment to employee development and outstanding workplace culture. With numerous accolades for employee satisfaction, they are consistently recognized as one of the top firms in the industry. They are currently looking for Licensed Financial Consultants to join their branches in the Santa...

  • Senior Financial Advisor

    2 weeks ago

    Santa Barbara, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Our client is a leading national broker-dealer, renowned for its commitment to employee development and outstanding workplace culture. With numerous accolades for employee satisfaction, they are consistently recognized as one of the top firms in the industry. They are currently looking for Licensed Financial Consultants to join their branches in the Santa...

  • Senior Financial Advisor

    2 weeks ago

    santa barbara, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Our client is a leading national broker-dealer, renowned for its commitment to employee development and outstanding workplace culture. With numerous accolades for employee satisfaction, they are consistently recognized as one of the top firms in the industry. They are currently looking for Licensed Financial Consultants to join their branches in the Santa...

  • Financial Management Specialist

    2 months ago

    Santa Barbara, California, United States Balance Financial Management Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Management Specialist to join our team at Balance Financial Management. As a key member of our accounting team, you will be responsible for leading a team of professionals and providing exceptional client service to our clients.Key ResponsibilitiesLead a team of accounting professionals...

  • Financial Operations Director

    4 weeks ago

    Santa Barbara, California, United States Balance Financial Management Full time

    Director of Client Accounting Job DescriptionWe are seeking a highly skilled and experienced Director of Client Accounting to join our team at Balance Financial Management. As a key member of our financial services team, you will be responsible for providing leadership and guidance to our accounting teams, ensuring the delivery of high-quality financial...

  • Director of Financial Operations

    2 months ago

    Santa Barbara, California, United States Balance Financial Management Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Client Accounting to join our team at Balance Financial Management. As a key member of our financial services team, you will be responsible for providing leadership and guidance to our accounting teams, ensuring the delivery of high-quality financial services to our clients.Key...

  • Financial Management Specialist

    2 weeks ago

    Santa Barbara, California, United States Balance Financial Management Full time

    About the RoleWe are seeking a highly skilled Financial Management Specialist to join our team at Balance Financial Management. As a key member of our accounting team, you will be responsible for leading a team of professionals and providing exceptional client service.Key ResponsibilitiesLead a team of accountants and provide coaching and guidance to ensure...

  • Financial Operations Director

    2 weeks ago

    Santa Barbara, California, United States Balance Financial Management Full time

    Job SummaryWe are seeking a seasoned financial professional to fill the role of Director of Client Accounting at Balance Financial Management. This position will be responsible for leading our accounting teams, providing financial expertise to clients, and ensuring compliance with all financial reporting and regulatory requirements.Key...

  • **Director of Financial Operations**

    2 months ago

    Santa Barbara, California, United States Balance Financial Management Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Financial Operations to join our team at Balance Financial Management. As a key member of our leadership team, you will be responsible for overseeing the financial operations of our clients, providing strategic guidance, and driving business growth.Key ResponsibilitiesFinancial...