Financial Services Professional
4 weeks ago
Financial 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 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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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 Services Professional
4 weeks ago
New Albany, United States Bankers Life Full timeFinancial 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....
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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
20 hours 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 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 Representative
1 month ago
Albany, New York, United States First New York Federal Credit Union Full timeJob DescriptionFirst New York Federal Credit Union is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional member service, processing transactions, and promoting credit union products and services.Key...
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Financial Services Representative
4 weeks ago
Albany, New York, United States Sunmark Credit Union Full timeAbout the Role:We are seeking a highly skilled Financial Services Representative to join our team at Sunmark Credit Union. As a key member of our financial center, you will be responsible for providing exceptional service to our members, ensuring their financial needs are met, and promoting our credit union services.Key Responsibilities:Act as a member...
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albany, United States Creative Financial Staffing Full timeWhy this AR Analyst opportunity? Be part of a high-energy culture that values collaboration and teamwork Enjoy fantastic perks including free lunches, generous PTO, tuition reimbursement, and more Opportunity for career growth in a fast-paced, expanding organization Work with a diverse team in a vibrant, innovative environment As our new AR Analyst, you'll...
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albany, United States Creative Financial Staffing Full timeWhy this Billing Operation Associate Opportunity? Be part of a high-energy culture that values collaboration and teamwork Opportunity for career growth in a fast-paced, expanding organization Work with a diverse team in a vibrant, innovative environment As our new Billing Operations Associate, you'll play a crucial role in maintaining our financial...
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Financial Advisor
4 weeks ago
Albany, United States Northwestern Mutual Full timeFinancial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning...
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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...
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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...
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Financial Manager Position
4 weeks ago
Albany, New York, United States Capital CFO+ Full timeAbout Capital CFO+We are a leading provider of CFO and accounting services, dedicated to helping businesses thrive and succeed. We are seeking a highly skilled and experienced Financial Manager to join our team.Job Description:The Financial Manager will be responsible for all aspects of accounting and financial management, including financial reporting,...
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Financial Analyst
3 weeks ago
Albany, New York, United States Goldman Sachs Full timeAbout This RoleWe are seeking a talented individual to join our team as a Financial Analyst. In this role, you will have the opportunity to work with a variety of innovative investment solutions, delivering advice and identifying opportunities that shape clients' portfolios and long-term investment goals.Responsibilities and QualificationsImplement...
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Financial Analyst
7 days ago
Albany, United States VanderHouwen Full timeOur client seeks an experienced Accounting/Finance professional to join their team! In this Financial Analyst role, you will manage financial planning, analyze financial statements, and handle day-to-day financial reporting. The ideal candidate is collaborative, enjoys working in a close-knit team environment, and is excited to grow in their role with the...
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Financial Advisor
2 weeks ago
ALBANY, United States Citizens Full timeDescriptionCitizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual...
