Financial Services Professional
5 days ago
We are seeking an experienced financial advisor to join our team at New York Life. As a financial advisor, you will play a critical role in helping our clients achieve their financial goals and make informed decisions about their financial futures.
Key Responsibilities:- Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their risk tolerance, financial objectives, and current financial situation.
- Client Relationships: Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
- Financial Analysis: Conduct thorough financial analyses to identify areas for improvement and provide recommendations for financial products and services.
- Product Recommendations: Assist clients in selecting and implementing financial products and services, such as life insurance, mutual funds, and savings plans.
- Communication: Effectively communicate financial information and recommendations to clients, ensuring they understand their financial situation and options.
- Experience: Proven experience in financial planning and advisory services.
- Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills.
- Software: Proficiency in financial planning software and CRM systems.
$150,000 per year.
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Melville Financial Services Professional
3 weeks ago
Melville, New York, United States Voya Financial Advisors Inc Full timeFinancial Advisor Opportunity in Melville, NYVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is seeking a skilled Financial Advisor to join our team in the Melville, NY area. As a Financial Advisor, you will work with plan sponsor relationships in the K-12 market, providing 403(b)...
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Melville Financial Services Professional
3 weeks ago
Melville, New York, United States Voya Financial Advisors Inc Full timeFinancial Advisor Opportunity in Melville, NYVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is seeking a skilled Financial Advisor to join our team in the Melville, NY area. As a Financial Advisor, you will work with plan sponsor relationships in the K-12 market, providing 403(b)...
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Financial Services Professional
6 days ago
Melville, New York, United States New York Life Nassau-Suffolk Region Full timeAbout New York Life Nassau-Suffolk RegionWe are a leading financial services company dedicated to providing our clients with comprehensive financial solutions. Our mission is to help individuals and families achieve their long-term financial goals through our insurance, annuity, and investment products.Job SummaryWe are seeking a highly motivated and...
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Financial Services Professional
5 days ago
Melville, New York, United States New York Life Nassau-Suffolk Region Full timeAbout 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...
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Financial Services Professional
3 weeks ago
Melville, New York, United States New York Life - Melville Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Financial Advisor to join our team at New York Life - Melville. As an entry-level financial advisor, you will play a critical role in helping clients achieve their financial goals through a variety of planning services.Key ResponsibilitiesProvide strategic recommendations for products, plans,...
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Financial Services Professional
2 days ago
Melville, New York, United States Northwestern Mutual Full timeUnlock 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...
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Financial Services Professional
3 weeks ago
Melville, New York, United States New York Life Full timeFinancial Advisor Job DescriptionWe are seeking an experienced financial advisor to join our team at New York Life. As a financial advisor, you will play a critical role in helping our clients achieve their financial goals and make informed decisions about their financial futures.Key Responsibilities:Financial Planning: Develop and implement comprehensive...
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Financial Services Professional
2 days ago
Melville, New York, United States National Life Full timeWe 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...
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Financial Services Representative
2 weeks ago
Melville, New York, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and building long-term relationships based on trust, guidance, and technology.Our MissionWe strive to make a...
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Financial Services Representative
2 weeks ago
Melville, New York, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced financial professionals is committed to delivering exceptional customer service and building long-term relationships with our clients.Our MissionWe strive to make a positive...
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Melville, New York, United States New York Life Full timeJob OverviewWe're seeking a highly skilled Bilingual Financial Services Professional to join our team. As a key member of our financial services team, you will provide expert guidance to clients on their financial goals and objectives.Key Responsibilities:Provide financial planning and advice to clientsDevelop and implement financial strategies to meet...
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Financial Planning Specialist
5 days ago
Melville, New York, United States Professional Physical Therapy Full timeFinancial Analyst RoleAt Professional Physical Therapy, we are seeking a highly skilled Financial Analyst to join our team. As a key member of our Finance department, you will play a critical role in providing financial insights and recommendations to drive business growth and improvement.Key ResponsibilitiesCollaborate with the Finance team to develop and...
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Sales Professional
2 weeks ago
Melville, New York, United States OneMain Financial Full timeJob SummaryWe are seeking a highly motivated and results-driven Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will be responsible for delivering exceptional customer experiences, building strong relationships with customers, and providing personalized financial solutions to meet their needs.Key...
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Financial Planning Specialist
6 days ago
Melville, New York, United States Professional Physical Therapy Full timeFinancial Analyst Job DescriptionAt Professional Physical Therapy, we are seeking a highly skilled Financial Analyst to join our team. As a key member of our Finance department, you will play a critical role in providing financial insights and recommendations to drive business growth and improvement.Key Responsibilities:Financial Data Analysis: Collaborate...
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Sales Professional
3 weeks ago
Melville, New York, United States OneMain Financial Full timeJob SummaryWe are seeking a highly motivated and results-driven Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will be responsible for empowering customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.Key ResponsibilitiesDeliver...
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Financial Services Representative
2 weeks ago
Melville, New York, United States New York Life Nassau-Suffolk Region Full timeJob OpportunityNew York Life Nassau-Suffolk Region is seeking a highly motivated and self-disciplined Financial Services Professional to join our team. As a Financial Services Professional, you will have the opportunity to work with clients to understand their financial goals and develop personalized plans to achieve them.About the RoleThis is a unique...
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Financial Sales Professional
4 weeks ago
Melville, New York, United States Northwestern Mutual Full timeAbout the RoleWe are seeking a highly motivated and driven individual to join our team of financial sales professionals at Northwestern Mutual. As a Financial Sales Representative, you will have the opportunity to make a meaningful impact on others by helping them achieve financial security.Our comprehensive financial planning firm takes a holistic approach...
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Financial Sales Professional
4 weeks ago
Melville, New York, United States AMG Wealth Management Full timeAbout the RoleWe are seeking a highly motivated and driven individual to join our team as a Financial Sales Representative. As a key member of our team, you will be responsible for building and maintaining relationships with clients, providing them with personalized financial planning solutions, and helping them achieve their long-term financial goals.What...
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Financial Services Specialist
2 weeks ago
Melville, New York, United States New York Life Full timeAbout the RoleWe are seeking a highly motivated and dedicated Bilingual Financial Services Professional to join our team. As a Financial Adviser, you will have the opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses.Our ideal candidate will have excellent communication skills, both written and...
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Financial Services Expert
5 days ago
Melville, New York, United States New York Life Full timeFinancial Advisor Job DescriptionWe are seeking a skilled 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 financial advice and guidance to our clients.Key Responsibilities:Conduct thorough financial analyses to identify client needs and develop tailored...