Financial Services Specialist

3 days ago


Newark, New Jersey, United States New York Life-NJ General Office Full time
Join Our Team as a Financial Specialist

We are seeking a highly motivated and detail-oriented Financial Specialist to join our team at New York Life-NJ General Office. As a Financial Specialist, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities:
  • Develop strong relationships with clients and prospects through proactive networking and community engagement.
  • Participate in our comprehensive training program to enhance your knowledge and skills in financial services.
  • Analyze clients' financial situations, including cash flow, income, financial status, and goals, to provide tailored financial solutions.
  • Act as a trusted advisor for new clients, providing strategic product, plan, and investment recommendations to support their financial objectives.
  • Create long-term effective financial solutions for clients, including wealth management and estate planning.
  • Support clients' progress toward their financial goals through regular communication and follow-up.
Requirements:
  • Excellent communication and interpersonal skills, with a strong ability to provide exceptional client service.
  • A basic understanding of the financial industry and financial products, with a willingness to learn and grow.
  • Proficiency in computer programs, including Microsoft Office, Google Suite, and CRM systems.
  • A Bachelor's degree is preferred, but not required. FINRA licenses are a plus, but not necessary.
  • Enterprising, strong work ethic, desire to help people, positive attitude, and integrity are essential traits for success in this role.
Compensation:

$65,000 - $95,000 at plan annually, with opportunities for growth and advancement.



  • Newark, New Jersey, United States New York Life-NJ General Office Full time

    Join Our Team as a Financial SpecialistWe are seeking a highly motivated and detail-oriented Financial Specialist to join our team at New York Life-NJ General Office. As a Financial Specialist, you will play a critical role in helping clients achieve their financial goals and objectives.Key Responsibilities:Network within local communities to develop strong...


  • Newark, New Jersey, United States OneMain Financial Full time

    Empower Customers with Financial SolutionsAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their financial goals by offering personalized financial solutions.Key Responsibilities:Deliver exceptional customer...


  • Newark, New Jersey, United States OneMain Financial Full time

    Empower Customers with Financial SolutionsAt OneMain Financial, we're dedicated to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their financial goals.Key Responsibilities:Deliver exceptional customer service and sales resultsDevelop and maintain...


  • Newark, New Jersey, United States Prudential Ins Co of America Full time

    Financial Reporting SpecialistPrudential Ins Co of America is seeking a highly skilled Financial Reporting Specialist to join our team. As a key member of our External Reporting Team, you will play a critical role in supporting the production and preparation of quarterly and annual statutory financial statements.Key Responsibilities:Coordinate and produce...


  • Newark, New Jersey, United States Broadridge Financial Solutions Full time

    Job SummaryBroadridge Financial Solutions is seeking a highly skilled Auditor - Financial Audit to join our team. As a key member of our audit team, you will be responsible for conducting financial audits, identifying areas of improvement, and providing recommendations to enhance our financial processes.Key ResponsibilitiesConduct financial audits to ensure...


  • Newark, New Jersey, United States OneMain Financial Full time

    Empower Customers with Financial SolutionsAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a critical role in helping customers achieve their financial goals.Key Responsibilities:Deliver exceptional customer service and build strong relationships with...


  • Newark, New Jersey, United States University Hospital, Newark NJ Full time

    Key Responsibilities:The Grants and Contracts Financial Specialist plays a crucial role in the establishment of grant budgets within the hospital's financial framework. This position involves a thorough analysis of grant activities to ensure that post-award expenditures align with the pre-award funding parameters. This specialist is also tasked with the...


  • Newark, New Jersey, United States Jobot Full time

    Unlock Your Potential in Financial RestructuringWe're seeking talented associates to join our high-impact team in Wilmington, DE, or Newark, NJ. As a Financial Restructuring Specialist, you'll work on complex corporate reorganizations, out-of-court restructurings, and related litigation. Our clients are top-tier debtors and influential creditors, and you'll...


  • Newark, New Jersey, United States OneMain Financial Full time

    About the RoleAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a vital role in empowering customers by providing access to friendly, fast, and affordable financing for life's expenses. You will learn the lending and servicing business, allowing you to grow your career and develop new relationships with customers throughout the loan...


  • Newark, New Jersey, United States Forfeiture Support Associates , LLC Full time

    Job Title: Financial Specialist - Asset Forfeiture SupportForfeiture Support Associates, LLC is seeking a highly skilled Financial Specialist to support the United States Attorney's Office (USAO) in their asset forfeiture efforts.Job Summary:The Financial Specialist will provide critical support in conducting pre-seizure analysis, developing exit strategies,...


  • Newark, New Jersey, United States PSEG Full time

    Job SummaryPSEG is seeking a highly skilled Financial Disclosure Specialist to join our team. As a key member of our accounting and financial reporting team, you will be responsible for providing expertise in the development and filing of financial disclosures required by the Securities and Exchange Commission (SEC) for PSEG and its subsidiaries.Key...


  • Newark, New Jersey, United States Prudential Ins Co of America Full time

    Job SummaryWe are seeking a highly skilled Financial Reporting Specialist to join our External Reporting Team in the Corporate Controllers Department. As a key member of our team, you will be responsible for coordinating and producing statutory financial statements, regulatory deliverables, and internal and external audit support for Prudential's domestic...


  • Newark, New Jersey, United States Prudential Ins Co of America Full time

    Job SummaryWe are seeking a highly skilled Financial Reporting Specialist to join our External Reporting Team at Prudential Ins Co of America. As a key member of our team, you will be responsible for coordinating and producing statutory financial statements, regulatory deliverables, and internal and external audit support.Key ResponsibilitiesSupport the...

  • Financial Specialist

    3 weeks ago


    Newark, New Jersey, United States FSA Full time

    Job Title: Financial Specialist - Asset Forfeiture SupportBe a part of the nationwide law enforcement initiative that removes the tools of crime from criminal organizations, depriving wrongdoers of proceeds from their crime and impacting the infrastructure of criminal enterprises.FSA Federal is focused on delivering unsurpassed services in support of law...


  • Newark, New Jersey, United States McCarter & English, LLP Full time

    Billing and Collections SpecialistMccarter & English, LLP is seeking a skilled Billing and Collections Specialist to join its team in Newark, NJ. The ideal candidate will have experience in accounts receivable and billing, with a strong understanding of law firm financial processes.Key Responsibilities:Process and edit monthly proformas and invoices for...

  • Financial Specialist

    3 weeks ago


    Newark, New Jersey, United States FSA Federal Full time

    Job SummaryWe are seeking a highly skilled Financial Specialist to support the Asset Forfeiture Section at the United States Attorney's Office (USAO). As a key member of our team, you will play a critical role in conducting pre-seizure analysis, providing guidance on complex financial assets, and supporting the preparation of annual Asset Forfeiture Fund...


  • Newark, New Jersey, United States New York Life-NJ General Office Full time

    Financial Services ProfessionalWe are seeking a highly motivated and detail-oriented Financial Services Professional to join our team at New York Life-NJ General Office. As a Financial Services Professional, you will be responsible for developing strong relationships with clients, providing exceptional customer service, and creating long-term financial...


  • Newark, New Jersey, United States New York Life-NJ General Office Full time

    Financial Services ProfessionalWe are seeking a highly motivated and detail-oriented Financial Services Professional to join our team at New York Life-NJ General Office. As a key member of our team, you will be responsible for providing exceptional client service and developing strong relationships with our clients.Key Responsibilities:Network within local...


  • Newark, New Jersey, United States Broadridge Financial Solutions Full time

    Job SummaryWe are seeking a highly skilled Compliance Payroll Specialist to join our team at Broadridge Financial Solutions.Key Responsibilities:Monitor and administer internal controls to ensure accurate tax information for all associates in the payroll system.Research state and local jurisdictions for tax compliance and support multi-state tracking and...


  • Newark, New Jersey, United States McCarter & English, LLP Full time

    Billing and Collections SpecialistMccarter & English, LLP is seeking a skilled Billing and Collections Specialist to join its team in Newark, NJ.Key Responsibilities:Process and edit monthly proformas and invoices for assigned partnersEmail final invoices to clientsContact clients and partners to obtain necessary information for eBilling setupAssist with...