Financial Services Specialist

Job OverviewWe are seeking a highly skilled and motivated professional to join our team as a Financial Services Specialist. As a key member of our organization, you will be responsible for connecting new, existing, and prospective clients with the insurance program that best meets their individual needs.Key ResponsibilitiesClient Relationship...

About the roleGlobal Channel Management is seeking a highly skilled Financial Services Specialist to join our team. As a key member of our banking operations team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Answer service and referral calls and respond to customer inquiries and assist...

About Equitable ServicesEquitable Services is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.Job...

About Equitable ServicesEquitable Services is a leading provider of financial solutions, dedicated to helping individuals and businesses achieve their long-term goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial strategies to meet the unique needs of our clients.Job SummaryWe...

About the RoleWe are seeking a highly skilled and motivated Financial Services Professional to join our team at New York Life. As a key member of our team, you will be responsible for connecting new, existing, and prospective clients with the insurance program that best meets their individual needs.Key ResponsibilitiesClient Relationship Building: Develop...

Job OverviewNYL - Melville Office is seeking a highly motivated and detail-oriented Financial Services Professional to join our team. As a Financial Planning Specialist, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with clients,...

About the RoleWe are seeking a highly motivated and self-disciplined individual to join our team as a Life Insurance Agent - Financial Security Specialist. As a key member of our team, you will play a crucial role in helping clients identify and achieve their financial goals.Key ResponsibilitiesDevelop and implement customized financial strategies to meet...

About the RoleWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at New York Life - Nassau-Suffolk NY. As an Entry-Level Wealth Advisor, you will play a key role in helping our clients achieve their financial goals.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...

About the RoleWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at New York Life - Nassau-Suffolk NY. As an Entry-Level Wealth Advisor, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...

About the RoleWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at New York Life - Nassau-Suffolk NY. As an Entry-Level Wealth Advisor, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...

We are seeking an experienced financial professional to assist our clients in designing and implementing strategies to achieve their long-term financial goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication...

About the RoleWe are seeking a highly motivated and detail-oriented Financial Services Professional to join our team at NYL - Melville Office. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships...

At NYL - Melville, we are experiencing significant growth and are seeking a dedicated financial services consultant to join our team. The perfect candidate will possess a strong desire to master the financial services industry, enabling them to assist clients in reaching their financial aspirations. Successful financial advising hinges on exceptional...

Financial Services ProfessionalAre you a driven individual with the following characteristics? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If so, consider a career as a Financial Services Professional, where you can make a meaningful difference in the lives of families every day. At New York Life, you have the...

About the RoleNew York Life Insurance Company is seeking seasoned professionals with a background in the financial services industry to join our management team as Partners. As a Partner, your primary focus will be on recruiting, developing, and mentoring a team of financial professionals.Key ResponsibilitiesRecruit and develop a team of salespeopleProvide...

Job OverviewAs a Lead Product Services Specialist, you will play a pivotal role in enhancing and supporting complex products within the realm of enterprise resource planning, budgeting, data management, and financial reporting. Your collaboration with finance teams and vendors will ensure that our products and solutions are effectively supported.Key...

Underwriting Consultant RoleWe are seeking a highly skilled Underwriting Consultant to join our team at CNA Financial Corporation. As an Underwriting Consultant, you will play a key role in assessing complex underwriting risks for our clients.Key Responsibilities:Collaborate with senior management to evaluate and develop specialized underwriting solutions...

Job SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Equitable Services. As an Administrative Support Specialist, you will provide administrative support to our management team, handle multiple phone lines, and manage conference room reservations.Key ResponsibilitiesAdministrative Support:...

Job SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Equitable Services. As an Administrative Support Specialist, you will provide administrative support to our management team, handle multiple phone lines, and manage conference room reservations.Key ResponsibilitiesAdministrative Support:...

Client Support Specialist HBKS Wealth Advisors (HBKS) is a distinguished independent financial planning and wealth management firm, boasting a presence across multiple states with numerous locations and significant assets under management. As a proud member of the HBK CPAs and Consultants family, which ranks among the top 50 accounting and business...