Current jobs related to Financial Services Professional - Melville, New York - National Life

  • Financial Services Professional

    1 month ago

    Melville, New York, United States New York Life Nassau-Suffolk Region Full time

    About New York LifeNew York Life is a leading financial services company with a strong reputation for integrity and humanity. Our mission is to provide financial security and peace of mind to our policy owners and business partners.Job SummaryWe are seeking a highly motivated and self-disciplined Financial Services Professional to join our team. As a...

  • Financial Services Representative

    4 weeks ago

    Melville, New York, United States OneMain Financial Full time

    At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, 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 Professional

    1 month ago

    Melville, New York, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial Services ProfessionalCome and discover a rewarding career with Northwestern Mutual, where you can help clients achieve their financial goals and aspirations. As a Financial Services Professional, you will have the opportunity to work with a diverse range of clients, providing personalized financial plans and solutions to...

  • Financial Services Representative

    4 weeks ago

    Melville, New York, United States Equitable Services Full time

    Financial Services Career OpportunitiesAt Equitable Advisors, we are committed to helping our clients achieve their financial goals. As a Financial Services Representative, you will play a key role in delivering exceptional customer experiences and building long-term relationships with our clients.About the RoleThis is an exciting opportunity to join our...

  • Melville Financial Services Representative

    4 weeks ago

    Melville, New York, United States Voya Financial Advisors Inc Full time

    Financial Services Professional OpportunityVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is seeking a Financial Services Professional to work within plan sponsor relationships in the K-12 market.This position will be responsible for 403(b) enrollment, retirement and investment...

  • Financial Services Career Professional

    4 weeks ago

    Melville, New York, United States New York Life Nassau-Suffolk Region Full time

    New York Life is seeking a Financial Services Career Professional to join our team in the Nassau-Suffolk Region. As a key member of our team, you will play a vital role in helping clients achieve their financial goals through our insurance, annuity, and investment solutions.Our Mission:We act with integrity and humanity in all our interactions with our...

  • Financial Services Representative

    4 weeks ago

    Melville, New York, United States Equitable Services Full time

    About Equitable AdvisorsAt Equitable Advisors, we're dedicated to helping our clients secure their financial well-being and achieve their long-term goals. Our team of experienced financial professionals provides personalized guidance and support to help individuals and businesses navigate the complexities of the financial world.Our MissionWe strive to...

  • Financial Services Representative

    4 weeks ago

    Melville, New York, United States Equitable Services Full time

    About UsAt Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. Our team of Financial Professionals comes from a variety of backgrounds, including recent college graduates, career crossovers, and experienced financial professionals,...

  • Financial Services Representative

    4 weeks ago

    Melville, New York, United States Equitable Services Full time

    About Equitable AdvisorsAt Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being and provide them with the confidence to pursue long and fulfilling lives. We strive to deliver amazing customer experiences while building long-term relationships that emphasize trust, guidance, and technology to deliver...

  • Financial Services Representative

    4 weeks ago

    Melville, New York, United States Equitable Services Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...

  • Melville Financial Services Representative

    4 weeks ago

    Melville, New York, United States Voya Financial Advisors Inc Full time

    Financial Advisor Role OverviewVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is seeking a Financial Advisor to work within plan sponsor relationships in the K-12 market.This position will be responsible for 403(b) enrollment, retirement and investment counseling, and participant...

  • Melville Financial Services Representative

    4 weeks ago

    Melville, New York, United States Voya Financial Advisors Inc Full time

    Financial Advisor Role OverviewVoya Financial Advisors, Inc. is seeking a skilled Financial Advisor to work with plan sponsor relationships in the K-12 market. This position will involve 403(b) enrollment, retirement and investment counseling, and participant education and seminars.Key ResponsibilitiesProspect, schedule and conduct one on one retirement...

  • Financial Services Expert

    4 weeks ago

    Melville, New York, United States New York Life - Melville, NY Full time

    Job Title: Financial Services ExpertJob Summary: We are seeking a highly skilled Financial Services Expert to join our team at New York Life in Melville, NY. As a key member of our financial services team, you will be responsible for providing expert financial advice and guidance to our clients.Key Responsibilities:* Provide financial advice and strategies...

  • Strategic Portfolio Development Specialist

    4 weeks ago

    Melville, New York, United States Phaxis - Financial Services Full time

    {"Company Overview": "Phaxis - Financial Services is a leading provider of financial solutions, dedicated to delivering exceptional results to our clients.", "Salary": "The estimated annual salary for this role is $65,000 - $85,000, depending on experience.", "Job Description": "Our Portfolio Management AssociateAt Phaxis - Financial Services, we are seeking...

  • Financial Services Representative

    4 weeks ago

    Melville, New York, United States New York Life Nassau-Suffolk Region Full time

    We are seeking a highly motivated and self-disciplined Financial Services Representative to join our team at New York Life Nassau-Suffolk Region. As a Financial Services Representative, you will have the opportunity to build a successful career in the financial services industry, helping clients develop a long-term financial strategy to achieve their...

  • Wealth Management Professional

    3 weeks ago

    Melville, New York, United States Equitable Services Full time

    Wealth Management Associates at Equitable Advisors play a vital role in helping individuals plan for and protect their financial futures. With a passion for delivering customized financial strategies, our team is dedicated to providing exceptional customer experiences that emphasize trust, guidance, and technology. Whether you're just starting your career or...

  • Senior Financial Services Consultant for Life Insurance and Investment

    4 weeks ago

    Melville, New York, United States New York Life Full time

    We're looking for dedicated professionals to join our team as Senior Financial Services Consultants for Life Insurance and Investment. As a Financial Services Consultant, you'll have the opportunity to help individuals, families, and small businesses achieve their financial goals by providing expert advice and guidance on life insurance, annuities, long-term...

  • Insurance Assistant

    4 weeks ago

    Melville, New York, United States Highstreet Insurance & Financial Services Full time

    Job DescriptionHighstreet Insurance & Financial Services is seeking a skilled Commercial Lines Assistant to join their team. The ideal candidate will possess excellent organizational skills, be able to prioritize tasks, and work effectively in a fast-paced environment.Key ResponsibilitiesThe successful candidate will be responsible for:Issuing Certificates...

  • Financial Planning Specialist

    4 weeks ago

    Melville, New York, United States New York Life Full time

    We are seeking a skilled Financial Planning Specialist to fill an entry-level position 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. Responsibilities: Provide strategic recommendations for products,...

  • Senior Financial Planner

    1 month ago

    Melville, New York, United States New York Life - Melville Full time

    Job SummaryWe are seeking a skilled and strategic Financial Advisor to join our team at New York Life. As a key member of our financial services team, you will be responsible for providing expert advice and guidance to clients on a range of financial matters, including risk management, estate planning, and investment management.Key Responsibilities:Develop...

Financial Services Professional

1 month ago

Melville, New York, United States National Life Full time

We are seeking highly motivated and results-driven individuals to join our team at National Life. As a Financial Services Specialist, you will play a critical role in helping clients achieve their financial goals by providing expert guidance and support.

Key Responsibilities:
  • Prospect for and meet with potential clients to understand their financial needs and goals.
  • Develop and implement personalized financial plans to help clients achieve their objectives.
  • Provide ongoing service and support to clients, including regular check-ins and progress updates.
  • Collaborate with internal teams to ensure seamless delivery of financial solutions.
  • Stay up-to-date with industry trends and developments to maintain expertise and provide best-in-class service to clients.

Requirements:

  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet sales targets.
  • Strong analytical and problem-solving skills.
  • Previous experience in sales, financial services, or a related field is preferred.

Compensation: $60,000 - $75,000 per year, depending on experience and performance.