Financial Services Professional
3 days ago
Our team is committed to providing exceptional service and support to our clients, and we're looking for talented individuals who share our passion for excellence.
If you're a motivated and self-disciplined individual with a strong desire to help others, we encourage you to explore this opportunity further.
**Why New York Life?**
* We offer a competitive compensation package and a comprehensive benefits program
* Our NYLIC University training program provides career-long support and growth for those interested in the management career path
* We have a strong commitment to diversity and inclusion, and we're an equal opportunity employer
* We're a leader in the industry, with a reputation for excellence and a commitment to making a positive impact in our communities
**What We're Looking For**
* Highly self-motivated and self-disciplined individuals with a strong desire to help others
* Outgoing personalities with excellent communication and interpersonal skills
* Fearless, positive attitudes and a willingness to be accountable for results
* Organized, detail-oriented, and excellent time-management skills
* A desire for continuous learning and professional growth
**Our Resources**
* Our NYLIC University training program
* The Professional Alliance Program
* Our Advanced Planning Group, Eagle Strategies, and the Nautilus Group
* Dedicated underwriters and committed managers
* A team of highly-trained and experienced product consultants
**About New York Life**
New York Life is one of the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list. We have earned the highest possible financial strength ratings from the major ratings agencies, and we are committed to prudent financial management and impeccable service.
We are an equal opportunity employer and welcome applications from diverse candidates.
-
Financial Services Professional
3 weeks ago
San Jose, California, United States New York Life Full timeAbout the RoleJob Summary:We are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life. As an Insurance and Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and plan for the unexpected.Key Responsibilities:Client Acquisition and Relationship...
-
Financial Services Professional
1 day ago
San Jose, California, United States New York Life Full timeAbout New York LifeNew York Life is a leading financial services company with a rich history of providing excellent service to its clients. Our company has earned the highest possible financial strength ratings from major ratings agencies, including Standard & Poor's, A.M. Best, Moody's, and Fitch.Job SummaryWe are seeking an experienced financial...
-
Financial Services Professional
2 weeks ago
San Jose, California, United States New York Life Full timeAbout New York LifeNew York Life is a leading financial services company that has been serving clients for over 175 years. We are committed to providing our customers with a wide range of financial products and services, including life insurance, annuities, and mutual funds.Job SummaryWe are seeking a highly motivated and self-disciplined Financial Services...
-
Financial Services Professional
3 weeks ago
San Jose, California, United States New York Life Full timeAbout New York LifeNew York Life is a leading financial services company that has been serving clients for over 175 years. We are committed to providing our customers with a wide range of financial products and services, including life insurance, annuities, and mutual funds.Job SummaryWe are seeking a highly motivated and self-disciplined Financial Services...
-
Financial Services Professional
1 day ago
San Jose, California, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial RepresentativeAt Northwestern Mutual, we're committed to helping individuals achieve financial security and live life differently. As a Financial Representative, you'll have the opportunity to make a meaningful impact in the lives of our clients while building a rewarding career.Key Responsibilities:Identify and engage...
-
Financial Services Professional
1 week ago
San Jose, California, United States New York Life Full time{"title": "Financial Advisor Role at New York Life", "description": "Key ResponsibilitiesAs a Financial Advisor at New York Life, you will be responsible for understanding the financial needs and concerns of clients, educating them on how to plan ahead for the future, and promoting customized ways for them to achieve their long-term financial goals.You will...
-
Financial Services Professional
1 week ago
San Jose, California, United States Fidelity Investments Full timeJob OverviewFidelity Investments is seeking a skilled Financial Services Representative to join our team. As a key member of our Investor Center, you will engage with clients, providing personalized guidance and planning to help them achieve their financial goals.Key ResponsibilitiesBuild and maintain strong relationships with clients, understanding their...
-
Financial Services Professional
7 days ago
San Jose, California, United States Fidelity Investments Full timeJob OverviewFidelity Investments is seeking a skilled Financial Services Representative to join our team. As a key member of our Investor Center, you will engage with clients, providing personalized guidance and planning to help them achieve their financial goals.Key ResponsibilitiesBuild and maintain strong relationships with clients, understanding their...
-
Financial Services Professional
1 week ago
San Jose, California, United States Fidelity Investments Full timeJob OverviewFidelity Investments is seeking a skilled Financial Services Representative to join our team. As a key member of our Investor Center, you will engage with clients, providing personalized guidance and planning to help them achieve their financial goals.Key ResponsibilitiesBuild and maintain strong relationships with clients, understanding their...
-
Financial Services Professional
3 days ago
San Ramon, California, United States Summit Financial Group, LLC Full timeAbout UsSummit Financial Group, LLC is a high-touch, wealth management firm dedicated to enriching the lives of our clients, team, and community. We pride ourselves on being a collaborative community of like-minded peers, learning together and sharing insights and best practices.Why Choose Us?· Experience and Expertise: With over 20 years of steadfast...
-
San Jose, California, United States Sunny Susanto - State Farm Agent Full timeJob OpportunityWe are seeking a highly motivated and results-driven Producer to join our Insurance and Financial Services team at Sunny Susanto - State Farm Agent.Key ResponsibilitiesDevelop and execute strategies to identify and pursue new business opportunities.Build and maintain strong relationships with clients to understand their needs and provide...
-
Financial Branch Leader
4 weeks ago
San Jose, California, United States OneMain Financial Full timeFinancial Branch LeaderAdvance your career as a Financial Branch LeaderAs a Financial Branch Leader at OneMain, you will cultivate an exceptional workplace—a setting where individuals are enthusiastic about their roles and positively influence the community. You will exemplify leadership, empowering your team to provide loan solutions that align with our...
-
Financial Aid Professional
3 weeks ago
San Jose, California, United States InsideHigherEd Full timeJob SummaryWe are seeking a highly skilled Financial Aid Advisor to join our team at InsideHigherEd. As a key member of our student services department, you will play a critical role in ensuring the success of our students by providing expert guidance on financial aid eligibility, maintaining accurate records, and delivering exceptional customer service.Key...
-
Relationship Banker
2 weeks ago
San Jose, California, United States Bank of America Full timeAbout the Role:This position is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.Key Responsibilities:Execute the bank's risk...
-
Financial Services Professional
3 days ago
San Francisco, California, United States Equitable Holdings Full timeUnlock Your Potential as a Financial ProfessionalWe're on a mission to empower individuals to build fulfilling futures. Our commitment to helping people pursue their goals has never been stronger. As a Financial Professional, you'll guide clients forward with courage, strength, and wisdom, supporting them in making informed decisions that lead to a more...
-
Senior Financial Professional
2 weeks ago
San Jose, California, United States Regal Executive Search Full timeJob Title: Senior AccountantAbout the Role:We are seeking a highly skilled Senior Accountant to join our team at Regal Executive Search. As a Senior Accountant, you will play a critical role in supporting our clients' financial and accounting needs.Key Responsibilities:Provide financial and accounting support to clients across various industriesAssist in the...
-
Financial Services Professional
3 weeks ago
San Diego, California, United States Charles Schwab Full timeAbout the RoleWe are seeking highly motivated and ambitious individuals to join our Financial Consultant Academy as a Financial Services Professional. As a member of our team, you will have the opportunity to develop your skills and knowledge in financial planning, wealth management, and client relationships.Key ResponsibilitiesDevelop and implement...
-
Financial Services Professional
2 weeks ago
San Diego, California, United States Charles Schwab Full timeAbout UsAt Charles Schwab, we're dedicated to empowering individuals to take control of their financial futures. Our team of experienced professionals is passionate about delivering innovative financial solutions that challenge the status quo.Our MissionWe're committed to helping our clients achieve their financial goals by providing personalized service,...
-
Financial Services Representative
7 days ago
San Francisco, California, United States OneMain Financial Full timeAt OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Finance Professional, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals, as well as customer...
-
Financial Services Representative
2 weeks ago
San Jose, California, United States Fidelity Investments Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Services Representative to join our team at Fidelity Investments. As a Financial Services Representative, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to...