Financial Services Professional

5 days ago


New Rochelle, New York, United States CNO Financial Group Full time
About the Role

CNO Financial Group is seeking a highly motivated and results-driven Financial Services Professional to join our team. As a Financial Advisor, you will have the opportunity to positively impact the lives of your clients by helping them develop and implement comprehensive financial plans that align with their goals.

Key Responsibilities:

  • Develop and implement financial plans for clients, including investment, retirement, and estate planning strategies
  • Provide ongoing financial guidance and support to clients, including regular reviews and updates
  • Build and maintain strong relationships with clients, understanding their unique financial needs and goals
  • Stay up-to-date on industry trends and developments, applying this knowledge to provide expert advice to clients
  • Work closely with other financial professionals to ensure seamless delivery of services to clients

What We Offer:

  • A competitive commission-based salary structure, with the potential for significant earnings growth
  • Extensive training and support, including ongoing education and professional development opportunities
  • A collaborative and dynamic work environment, with a team of experienced financial professionals
  • The opportunity to make a real difference in the lives of our clients, helping them achieve their financial goals and aspirations

Requirements:

  • A Bachelor's degree from a four-year college or university
  • Strong interpersonal skills, with the ability to build and maintain strong relationships with clients
  • Motivation and drive to succeed, with a strong desire to help others achieve their financial goals
  • Ability to work in a fast-paced environment, with a high level of energy and enthusiasm

About CNO Financial Group:

CNO Financial Group is a leading provider of insurance and financial services, with a strong portfolio of products and a commitment to delivering exceptional customer service. We are a dynamic and innovative company, with a team of experienced professionals who are passionate about helping our clients achieve their financial goals.



  • New Rochelle, New York, United States CNO Financial Group Full time

    About the RoleCNO Financial Group is seeking a highly motivated and results-driven Financial Services Professional to join our team. As a Financial Advisor, you will have the opportunity to positively impact the lives of your clients by helping them develop and implement comprehensive financial plans that align with their goals.Key Responsibilities:Develop...


  • New York, New York, United States Insight Financial Planning Full time

    Job SummaryInsight Financial Planning is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for cultivating relationships with new and existing clients, providing ongoing advice and service, and supporting tenured Financial Advisors in servicing existing clients.Key...


  • New York, New York, United States Creative Financial Staffing Full time

    Job Summary:Creative Financial Staffing is seeking a highly skilled Senior Financial Professional to join our team. As a key member of our financial operations team, you will be responsible for providing financial guidance and support to our clients.About the Role:This is a challenging and rewarding opportunity for a seasoned accounting professional to take...


  • New York, New York, United States Prudential Financial Full time

    Join Prudential Financial as a Financial Services SpecialistPrudential Financial is seeking motivated and ambitious individuals in the Buffalo-Niagara region who are eager to embark on a rewarding career in financial services. We are dedicated to supporting your professional growth and providing valuable resources for you and your clients. At Prudential, you...


  • New York, New York, United States Creative Financial Staffing Full time

    About the CompanyCreative Financial Staffing is working with a global construction and development company seeking a skilled professional to join their team.The company has a strong presence in the industry, with over $16 billion in revenue and a significant growth trajectory.They offer a comprehensive benefits package, including generous PTO, automatic...


  • New Rochelle, New York, United States IONA UNIVERSITY Full time

    Job OverviewLocationNew Rochelle, NYEmployment TypeFull TimeEducation RequirementAssociate's DegreeCompensation$30.22 per hourTravel RequirementsNo travel requiredWork ScheduleFlexiblePosition SummaryThe Financial Aid Counselor, under the supervision of the Assistant Director of Financial Aid, is responsible for delivering exceptional service to both...


  • New York, New York, United States Prudential Advisors - NYCNJ Full time

    Job DescriptionWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Professional. As a key member of our team, you will be responsible for developing and implementing financial plans for our clients, providing exceptional customer service, and building strong relationships with new and existing...


  • New York, New York, United States VetStaff, LLC Full time

    Job SummaryWe are seeking a seasoned Financial Services Professional to join our team at VetStaff, LLC. As a Wealth Management Specialist, you will play a critical role in providing expert financial guidance to our clients, helping them achieve their financial goals and secure their financial futures.Key Responsibilities:Provide strategic financial advice to...


  • New York, New York, United States Creative Financial Staffing Full time

    About the CompanyCreative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. Our client is a prominent, nationally-recognized non-profit organization with a rich history spanning over 100 years.About the RoleThe Senior Accountant will be responsible for overseeing all financial activities, ensuring compliance with regulatory...


  • New York, New York, United States Prudential Advisors - NYCNJ Full time

    Job DescriptionWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Professional. As a key member of our team, you will be responsible for developing and implementing financial plans for our clients, providing exceptional customer service, and building strong relationships with new and existing...


  • New York, New York, United States Lenox Advisors Full time

    About Lenox AdvisorsLenox Advisors is a leading wealth and insurance advisory firm dedicated to providing tailored solutions for high-net-worth individuals and their families. Our team of professional fiduciaries is committed to delivering exceptional service and expertise, while fostering a collaborative and entrepreneurial environment that encourages...


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

    Position OverviewRole Summary: The HR Specialist will play a crucial role in fostering a positive workplace culture within Phaxis - Financial Services.Key Responsibilities:Support employee relations and facilitate conflict resolution.Enhance performance management systems to drive employee success.Revise and improve the onboarding experience for new...


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

    HR Specialist Position at Phaxis - Financial ServicesWe are seeking a meticulous HR Specialist to enhance our human resources department. Below are the primary responsibilities associated with this position:Interpret and apply HR policies: Ensure that all HR policies and procedures are effectively communicated and adhered to.Support Talent Acquisition:...


  • New York, New York, United States Rockefeller Financial Full time

    About Rockefeller Financial:Rockefeller Financial is a prominent independent advisory firm, established to provide exceptional financial services. With a rich history dating back to 1882, the firm has transformed into a leader in offering strategic guidance to high-net-worth individuals, families, institutions, and corporations across various...


  • New York, New York, United States FLUSHING FINANCIAL CORP Full time

    Our Commitment to Community: Flushing Financial Corp has been a vital part of the community for over 90 years, dedicated to providing exceptional support and services to individuals, families, professionals, and businesses.We offerOUR EMPLOYEES: Comprehensive Medical, Dental, & Vision Insurance, Short and Long Term Disability, Group Term Life Insurance, 401K...


  • New York, New York, United States Creative Financial Staffing Full time

    About the Company:Creative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. Our client is a prominent, nationally-recognized Non-profit organization with a rich history spanning over 100 years.Our Client's Mission:The organization is dedicated to fostering mission outreach and regular fellowship programs, as well as...


  • New York, New York, United States Creative Financial Staffing Full time

    Financial Planning and Analysis OpportunityCreative Financial Staffing is seeking a skilled Financial Planning and Analysis (FP&A) professional to join our team. As a FP&A Analyst, you will play a critical role in driving business growth and success.Assist in the implementation of a new budgeting software and processes, ensuring seamless data transfer...


  • New York, New York, United States Creative Financial Staffing Full time

    About the CompanyCreative Financial Staffing is a leading provider of financial staffing solutions. Our client is a non-profit organization located in the Upper East Side of a major city.Job SummaryWe are seeking a Part Time Staff Accountant to join our team. The ideal candidate will have a strong background in general accounting and be able to work...


  • New York, New York, United States Click and Connect Online Limited Full time

    Company Overview: Click and Connect Online Limited is a leading boutique firm in the financial services industry, established in the 1960s and expanded into asset and wealth management. We are a multinational wealth management and financial advisory firm operating throughout Asia, proud to be one of the most technologically advanced wealth management firms...


  • New York, New York, United States Rockefeller Financial Full time

    About Rockefeller Financial:Rockefeller Financial is a distinguished independent advisory firm, established in 2018, with roots tracing back to 1882 as the family office of John D. Rockefeller. Today, we provide strategic financial guidance to ultra- and high-net-worth individuals, families, institutions, and corporations across 30 markets in the United...