Financial Services Professional
4 weeks ago
Financial Services Professional - Hybrid Experience Location: New Albany, IN, 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
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Financial Services Accountant Professional
6 days ago
New York, New York, United States Phaxis - Financial Services Full timeAbout Phaxis - Financial ServicesWe are a leading financial services company looking for an experienced Senior Accountant to join our team.
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Financial Analyst
2 months ago
New Albany, United States Creative Financial Staffing Full timeFINANCIAL ANALYSTPosition Summary of the Financial Analyst:The Financial Analyst will report to the Director of Finance and will directly assist with financial management, guiding Finance, Budget, and Risk Management operations. They advise on fiscal planning matters, embodying our commitment to exceptional service and demonstrating professionalism and...
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Financial Analyst OH
5 days ago
new albany, United States Creative Financial Staffing Full timeFINANCIAL ANALYSTPosition Summary of the Financial Analyst:The Financial Analyst will report to the Director of Finance and will directly assist with financial management, guiding Finance, Budget, and Risk Management operations. They advise on fiscal planning matters, embodying our commitment to exceptional service and demonstrating professionalism and...
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Financial Analyst OH
1 day ago
New Albany, United States Creative Financial Staffing Full timeFINANCIAL ANALYSTIs your CV ready If so, and you are confident this is the role for you, make sure to apply asap.Position Summary of the Financial Analyst:The Financial Analyst will report to the Director of Finance and will directly assist with financial management, guiding Finance, Budget, and Risk Management operations. They advise on fiscal planning...
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Financial Analyst OH
1 day ago
New Albany, United States Creative Financial Staffing Full timeFINANCIAL ANALYSTIs your CV ready If so, and you are confident this is the role for you, make sure to apply asap.Position Summary of the Financial Analyst:The Financial Analyst will report to the Director of Finance and will directly assist with financial management, guiding Finance, Budget, and Risk Management operations. They advise on fiscal planning...
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Financial Services Professional
4 weeks ago
Albany, United States Bankers Life Full timeFinancial Services Professional - Hybrid Experience Location: Albany, NY, 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...
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Financial Advisor
4 weeks ago
New Albany, United States WestPoint Financial Group Full timeAre you looking for a career that will leverage your years of work experience, provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future....
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new albany, United States Creative Financial Staffing Full timeFINANCIAL ANALYSTPosition Summary of the Financial Analyst:The Financial Analyst will report to the Director of Finance and will directly assist with financial management, guiding Finance, Budget, and Risk Management operations. They advise on fiscal planning matters, embodying our commitment to exceptional service and demonstrating professionalism and...
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new albany, United States Creative Financial Staffing Full timeFINANCIAL ANALYSTPosition Summary of the Financial Analyst:The Financial Analyst will report to the Director of Finance and will directly assist with financial management, guiding Finance, Budget, and Risk Management operations. They advise on fiscal planning matters, embodying our commitment to exceptional service and demonstrating professionalism and...
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Financial Services Professional
4 weeks ago
New York, New York, United States Northwestern Mutual Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Northwestern Mutual. As a Financial Services Professional, you will have the opportunity to develop and implement financial plans to help clients achieve their goals and provide the financial tools and support to help them get there.Our...
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Financial Services Professional
6 months ago
New Bern, United States Bankers Life Full timeBankers Life®, one of the most respected brands 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, are a natural networker, enjoy critical thinking, and strive to better your career, then consider...
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Financial Services Professional
4 weeks ago
New Rochelle, United States Bankers Life Full timeBankers 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 relationships...
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Staff Accountant
2 weeks ago
Albany, New York, United States Teal Becker and Chiaramonte Full timeAbout the RoleWe are seeking a highly motivated Staff Accountant to join our team at Teal Becker & Chiaramonte, CPAs, P.C. As a Staff Accountant, you will work closely with our clients, management, and other team members to provide exceptional accounting, auditing, and tax services.Key ResponsibilitiesPerform fieldwork procedures in accounting and auditing...
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Financial Operations Leader
4 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeJob DescriptionAt Phaxis - Financial Services, we seek a skilled Financial Operations Leader to oversee the efficient functioning of our financial departments. Key responsibilities include:Directing a team of staff to ensure accurate and timely financial operationsOverseeing the management of accounts payable, accounts receivable, and collectionsEnsuring...
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Staff Accounting Professional
4 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeJob DescriptionAt Phaxis - Financial Services, we are seeking a skilled Staff Accounting Professional to join our team. This role is perfect for an individual who is passionate about accounting and wants to take their career to the next level.As a Staff Accounting Professional, you will be responsible for assisting with monthly, quarterly, and year-end close...
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Financial Services Professional
4 weeks ago
New York, New York, United States Northwestern Mutual Full timeFinancial Advisor Role at Northwestern MutualWe are seeking a strategic and definitive candidate to fill an open Financial Advisor Role 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. At our Midtown,...
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Financial Services Expert
5 days ago
New York, New York, United States Equitable Services Full timeAs a financial services expert at Equitable Advisors, you will have the opportunity to help individuals and businesses secure their financial well-being. Our team is driven by our mission to provide customized financial strategies and deliver exceptional customer experiences. We value diversity, equity, and inclusion, and foster an environment where everyone...
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Financial Services Professional
4 weeks ago
New York, New York, United States Northwestern Mutual Full timeA career at Northwestern Mutual offers a unique blend of financial expertise and personal connections. As a Representative, you will:Identify client needs and goals to provide a sense of security and safety surrounding their financial life.Develop meaningful relationships and provide first-class client experiences.You will gain access to:A comprehensive...
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Tax Accountant
2 months ago
New York, United States Creative Financial Staffing Full timeAbout Us: CFS of New York is working with a reputable financial services firm dedicated to providing comprehensive tax planning and advisory services to our clients. They are currently seeking a skilled Tax Accountant to join our team and assist in managing our clients' tax compliance and reporting obligations. Responsibilities of the Tax...
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new albany, United States Creative Financial Staffing Full time Exciting Opportunity for Senior Accountants in Dublin, Ohio! Are you a seasoned Senior Accountant ready for a new and thrilling chapter in your career? Look no further! Our prestigious company is on the lookout for a dynamic and skilled Senior Accountant to join our dedicated team in the vibrant city of Dublin, Ohio. Position: Senior...
