Financial Services Professional

4 days ago


Minot, North Dakota, United States New York Life - North Dakota Full time
Job Overview

We are seeking a dedicated Financial Advisor to join our team in North Dakota. As a trusted advisor, you will work closely with clients to understand their financial goals and develop customized plans to achieve them.

Key Responsibilities:
  • Identify and establish new client relationships through proactive measures
  • Create personalized financial plans based on each client's unique circumstances and evolving financial needs
  • Work collaboratively with clients to compile comprehensive financial profiles, enabling informed decision-making
  • Offer strategic recommendations and advice to help clients reach their monetary objectives
  • Develop strong relationships built on trust, effective communication, and exceptional customer service
Requirements:
  • Bachelor's degree in finance, business administration, or a related field
  • Experience working with Microsoft Office, Excel, CRM systems, and other relevant business tools
  • Superior communication, relationship-building, and mathematical skills
  • Familiarity with financial industry concepts and products
  • Valid FINRA Series 7 & 63/66 certification preferred but not required
About New York Life - North Dakota

New York Life is a dynamic company that values career development, collaboration, innovation, and inclusiveness. We offer a supportive environment where employees can grow professionally and personally through various resources and programs.



  • Minot, North Dakota, United States New York Life Insurance - Huizenga Team Full time

    About the CompanyNew York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career.We offer tremendous guidance, encouragement, and training for those who want to take this path.Salary RangeThe estimated annual salary for this role is $80,000 - $100,000, depending on performance...


  • Minot, North Dakota, United States Gate City Bank Full time

    Gate City Bank - Minot Downtown Job OpportunityWe are seeking an exceptional Financial Services Representative to join our team at Gate City Bank in Minot Downtown. This part-time role offers the opportunity to deliver outstanding customer service and provide a range of financial products and services.Key Responsibilities:Open new accounts and educate...


  • Minot, North Dakota, United States Expert Seekers Training Full time

    We are looking for a skilled Financial Services Representative to join our dynamic sales team at Expert Seekers Training. As a Financial Services Representative, you will be responsible for building relationships with clients and providing tailored insurance solutions to meet their specific needs.The successful candidate will have a strong understanding of...


  • Minot, North Dakota, United States First Western Bank & Trust Full time

    Cash Management SpecialistCompany Overview:First Western Bank & Trust is a leading financial institution seeking an experienced Cash Management Specialist to join our team. As a Cash Management Specialist, you will play a crucial role in providing exceptional customer service and support to our business clients.Salary:$60,000 - $80,000 per year, depending on...


  • Minot, North Dakota, United States New York Life - North Dakota Full time

    Job OverviewNew York Life - North Dakota seeks a skilled and detail-oriented Financial Services Professional to join our team. As a Financial Services Professional, you will play a crucial role in developing long-term relationships with clients, providing sound financial advice, and helping them achieve their monetary goals.About the RoleThis is an excellent...


  • Minot, North Dakota, United States New York Life Insurance - Huizenga Team Full time

    Company OverviewNew York Life Insurance - Huizenga Team is a dynamic and growing organization that offers a unique opportunity for individuals to build a fulfilling career in the financial industry. Our team is committed to helping our clients achieve their financial goals through personalized service and expert guidance.We are seeking a highly motivated and...


  • Minot, North Dakota, United States New York Life Full time

    **Career Opportunity:**New York Life, a respected company in Minot, ND, is seeking a skilled Life Insurance Sales Agent. This role offers a fulfilling career with comprehensive training and unwavering support from one of the industry's most respected names.**Responsibilities:Analyze clients' financial positions, including assets, retirement plans, and wealth...


  • Minot, North Dakota, United States First Western Bank & Trust Full time

    Customer Relations RepresentativeWe are seeking a Customer Relations Representative to join our team at First Western Bank & Trust. This role is responsible for providing exceptional customer service, establishing and developing relationships with customers, and adhering to the bank's culture of customer service excellence.The estimated salary for this role...


  • Minot, North Dakota, United States First Western Bank & Trust Full time

    Job OverviewWe are seeking a highly skilled Cash Management Specialist to join our team at First Western Bank & Trust. As a key member of our banking operations, you will be responsible for providing exceptional customer service and support in cash management services.This is an excellent opportunity for a motivated and detail-oriented individual who is...


  • Minot, North Dakota, United States Gate City Bank Full time

    Part-Time Banking Position AvailableWe are seeking a dedicated and detail-oriented individual to join our team as a Teller / Customer Service Representative - Part-Time (15-19 hrs/wk).Key Responsibilities:Process transactions, manage cash drawer, and provide excellent customer service.Collaborate with colleagues to achieve business objectives and deliver...


  • Minot, North Dakota, United States New York Life Insurance - Huizenga Team Full time

    New York Life is seeking an experienced Insurance and Investments Professional to join its Minot team. In this role, you will work closely with clients to understand their financial needs and develop customized plans to help them achieve their goals. This is a fantastic opportunity to build a successful career in financial services and make a positive impact...


  • Minot, North Dakota, United States New York Life Insurance - Huizenga Team Full time

    About the RoleWe are seeking a highly motivated and ambitious individual to join our team as an Entry-Level Financial Professional. This role offers a promising journey for those who want to take their career to the next level and make a meaningful impact in the lives of our clients.You will have the opportunity to work with a dynamic and growing...


  • Minot, North Dakota, United States First Command Financial Services, Inc. Full time

    Salary and BenefitsThe estimated salary for this role is $65,000 - $150,000 per year, with bonus opportunities and commission pay.Job DescriptionDirectly engage with the military community by partnering with local organizations and units that support the military community.Coach military families on how to build a holistic financial plan including savings,...


  • Minot, North Dakota, United States North Star Community Credit Union Full time

    About Our TeamNorth Star Community Credit Union is a leading financial institution dedicated to providing exceptional service to our members. We are committed to creating a positive and inclusive work environment that values diversity and promotes teamwork.Our Contact Center team plays a critical role in delivering outstanding service to our members. As a...


  • Minot, North Dakota, United States Perkins Restaurant - Minot ND Full time

    Perkins Restaurant - Minot ND Job SummaryWe are seeking a Server to join our team at Perkins Restaurant in Minot ND. As a key member of our hospitality team, you will be responsible for delivering exceptional customer service and creating memorable dining experiences for our guests.About the Role:Taking food and drink orders from customers in a timely and...


  • Minot, North Dakota, United States UCP-Personnel Services Full time

    Job DescriptionWe are seeking an experienced Skilled Carpenter Professional to join our team at UCP-Personnel Services. The ideal candidate will possess a strong background in carpentry and be able to work independently and collaboratively with colleagues.


  • Minot, North Dakota, United States New York Life Insurance - Huizenga Team Full time

    Job Description$80,000 - $100,000 Yearly SalaryThis is a challenging and rewarding role that requires excellent communication skills, a strong work ethic, and a passion for helping others. As an Entry-Level Financial Professional, you will be responsible for assisting individuals, families, and businesses with insurance coverage, asset growth, and wealth...


  • Minot, North Dakota, United States Ryan Family Dealerships Full time

    About the Job:The Ryan Family Dealerships Automotive Business Manager role is responsible for providing customers with information about financing opportunities, selling insurance alternatives, and promoting vehicle service contracts. This position involves maintaining a team environment, ensuring compliance with regulations, and fostering positive...


  • Minot, North Dakota, United States New York Life - North Dakota Full time

    Unlock Your Potential as a Life Insurance ProfessionalNew York Life - North Dakota is seeking highly motivated and results-driven individuals to join our team as Life Insurance Professionals. In this role, you will be responsible for crafting personalized financial solutions using our wide array of products to meet each client's specific needs. With...


  • Minot, North Dakota, United States Ryan Honda of Minot Full time

    About the RoleThis position involves offering outstanding customer service to customers, being fully engaged in the Ryan Honda organization, maintaining current knowledge of all finance programs, and disseminating information to sales teams promptly.The ideal candidate will also ensure that all deals are fully compliant with local, state, and federal...