Financial Services Professional

4 weeks ago


Bethesda, Maryland, United States New York Life - Bethesda, MD Full time

Unlock Your Future in Financial Services

Are you a great listener with a talent for crafting effective, analytics-driven strategies? We're looking for a driven, money-minded individual eager to launch a rewarding career as a Financial Services Professional.

Join us if you have a passion for building lasting relationships and an interest in financial data, estate planning, business administration, mutual funds, and beyond. If you possess strong communication skills and a keen eye for detail, we want to hear from you.

Compensation:

$80,000- $100,000+ at plan yearly

Responsibilities:
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Qualifications:
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Requires a Bachelor's degree in business administration, finance, or other related field
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Experienced Licensed Financial Advisors and or Managers
About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

A&A:

We're proud of our financial strength


• A++ Superior (A.M. Best)


• AAA Exceptionally Strong (Fitch)


• Aaa Exceptional (Moody's)


• AA+ Very Strong (Standard & Poor's)

The training we offer


• Training Magazine's APEX Award for 2022



  • Bethesda, Maryland, United States Prudential Financial Full time

    Unlock Your Potential as a Financial AdvisorPrudential Financial is seeking an experienced financial professional to join our team in the DC Metro area. As a Financial Advisor, you will have the opportunity to work with an existing client base, build a strong client network, and create customized solutions without proprietary product sales requirements.Key...


  • Bethesda, Maryland, United States Strategic Financial Associates, LLC Full time

    Job SummaryStrategic Financial Associates, LLC is seeking a highly skilled Associate Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for managing an existing block of clients, supporting the Financial Advisor in developing and enhancing existing client relationships, and acting as a key point of...


  • Bethesda, Maryland, United States Fidelity Investments Full time

    Fidelity Investments is a leading financial services company that offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We believe it is our mission for the Financial Representative, also known as the Financial...


  • Bethesda, Maryland, United States Spatial Front Full time

    Job DescriptionSpatial Front is seeking a highly skilled Senior Accountant to support our finance team. The ideal candidate will have a strong background in accounting or finance, with extensive experience in financial analysis, accounts payable, cost analysis, and project financial analysis.Key Responsibilities:Conduct comprehensive financial analysis to...


  • Bethesda, Maryland, United States B.F. Saul Company Full time

    Job SummaryB. F. Saul Company is seeking a highly skilled Corporate Financial Analyst to join our team. As a key member of our finance department, you will be responsible for preparing various financial reports and special analysis to support business decisions.Key ResponsibilitiesPrepare multi-year business plan forecasts and quarterly finance committee...


  • Bethesda, Maryland, United States Spatial Front Full time

    We are seeking a highly skilled and experienced Senior Accountant to join our finance team at Spatial Front Inc.The ideal candidate will have a strong background in accounting or finance, with extensive experience in financial analysis, accounts payable, cost analysis, and project financial analysis.This position requires a deep understanding of GAAP,...


  • Bethesda, Maryland, United States J&J Worldwide Services Full time

    Job SummaryAs the Director of Environmental Services, you will be responsible for overseeing the overall Environmental Services functions for contracts at assigned healthcare facilities. This role requires daily monitoring and project management support, as well as analyzing monthly reports to ensure performance compliance. You will also be responsible for...


  • Bethesda, Maryland, United States VALID8 Financial Full time

    Climate United is seeking a seasoned professional to lead the management and optimization of its distributed generation and storage, building decarbonization, and electric vehicle portfolios.The successful candidate will play a pivotal role in shaping and executing Climate United's portfolio strategy, ensuring impactful deployment of capital to drive...


  • Bethesda, Maryland, United States JBG SMITH Full time

    About the RoleWe are seeking a detail-oriented and organized accounting professional to join our team at JBG SMITH. As a publicly-traded Real Estate Investment Trust (REIT), we offer a dynamic and fast-paced environment where you can launch your career and continue to advance your skills.Key ResponsibilitiesResponsible for the billing and reconciliation of...


  • Bethesda, Maryland, United States VALID8 Financial Full time

    Director of Asset Management Job DescriptionClimate United, a 501(c)(3) nonprofit, is seeking a Director of Asset Management to oversee the effective management and optimization of our distributed generation and storage, building decarbonization, and electric vehicle portfolios.This role will play a pivotal part in shaping and executing Climate United's...


  • Bethesda, Maryland, United States BroadPoint Federal, Inc Full time

    Job SummaryBroadPoint Federal, Inc. is a leading provider of IT solutions for federal agencies, with 20 years of experience in implementing Oracle and SQL Server databases. We are seeking a highly skilled Oracle Financial Expert to join our team.Key ResponsibilitiesAs an Oracle Financial Expert, you will be responsible for defining and supporting project...


  • Bethesda, Maryland, United States Councilor, Buchanan & Mitchell, P.C. Full time

    Job DescriptionCouncilor, Buchanan & Mitchell, P.C. is seeking a motivated and detail-oriented accounting professional to join our team as an intern. As a senior-level student studying accounting or a recent graduate, you will have the opportunity to gain hands-on experience in a public accounting firm environment.Responsibilities will include assisting with...

  • Tax Professional

    1 month ago


    Bethesda, Maryland, United States Rubino & Company, Chartered Full time

    Job SummaryRubino & Company, Chartered is seeking a highly skilled Tax Professional to join our team. As a Tax Professional, you will be responsible for preparing multi-state, C corporation tax returns, pass-through entity and individual tax returns, and exempt organization tax filings.Key Responsibilities:Prepare complex tax returns and filings for...


  • Bethesda, Maryland, United States Councilor, Buchanan & Mitchell, P.C. Full time

    Councilor, Buchanan & Mitchell, P.C. is seeking a highly motivated and detail-oriented individual to fill the role of Accounting Intern. As a senior-level student studying Accounting or a recent graduate, you will have the opportunity to gain hands-on experience in a public accounting firm environment. Our goal is to provide interns with a broad experience...


  • Bethesda, Maryland, United States Parallel Partners Full time

    Job DescriptionWe are seeking a knowledgeable and experienced Financial Management Information Systems Business Analyst to join our team at Parallel Partners. The ideal candidate will have 5-7 years of relevant experience in analyzing, designing, and implementing financial systems solutions. This role requires a strong understanding of financial concepts,...

  • Social Worker

    4 weeks ago


    Bethesda, Maryland, United States Johns Hopkins Medicine Full time

    Job Summary:As a Social Worker - Clinical Quality and Financial Outcomes Coordinator at Johns Hopkins Medicine, you will play a vital role in coordinating patient care services and resources to ensure optimal clinical quality and financial outcomes. This position requires collaboration with the Case Management Coordinator - RN and other clinical team members...


  • Bethesda, Maryland, United States Chris Aguirre - State Farm Agent Full time

    About UsAt Chris Aguirre State Farm, we pride ourselves on being a trusted insurance agency that has been serving our community for over a decade. Our commitment to exceptional customer service and providing the best insurance solutions has earned us a reputation as a leader in the industry.Role and ResponsibilitiesAs a Sales Representative at Chris Aguirre...


  • Bethesda, Maryland, United States GRF CPAs & Advisors Full time

    Job SummaryGRF CPAs & Advisors seeks a highly skilled Tax Supervisor to lead our team in delivering exceptional tax services to our clients. The ideal candidate will possess a strong background in public accounting, with a proven track record of managing complex tax engagements and staff.Key ResponsibilitiesSupervise and coordinate tax return preparation,...

  • Branch Manager

    4 weeks ago


    Bethesda, Maryland, United States Citizens Financial Group, Inc. Full time

    Job SummaryWe are seeking a highly motivated and experienced Branch Manager to lead our retail banking team. As a Branch Manager, you will be responsible for driving branch performance, sales growth, and customer experience through inspirational leadership and operational excellence.The ideal candidate will have a proven track record of managing a...

  • Culinary Professional

    1 month ago


    Bethesda, Maryland, United States Brightview Bethesda Grosvenor, LLC Full time

    Job Summary:As a Cook at Brightview Bethesda Grosvenor, LLC, you will play a vital role in delivering exceptional dining experiences to our residents. We are seeking a skilled and dedicated individual to join our culinary team.Key Responsibilities: Prepare and cook meals according to the daily menu plan and/or as directed by the Chef or Dining Services...