Current jobs related to Insurance and Investment Advisor - Kennedy Space Center - New York Life
-
Senior Financial Advisor
1 month ago
Kennedy Space Center, United States Farther LLC Full timeAbout Farther LLCFarther LLC is a rapidly growing Registered Investment Advisor (RIA) that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.Job DescriptionAs a Senior Financial Advisor at Farther LLC, you will be an entrepreneur under the Farther umbrella building a client-first business...
-
PWM Private Wealth Management Advisor
2 weeks ago
Kennedy Space Center, United States U.S. Bank Full timeAbout the RoleAt U.S. Bank, we're committed to helping our customers and businesses make better financial decisions. As a Private Wealth Management Advisor, you'll play a key role in our efforts to deliver exceptional client experiences and drive business growth. Key Responsibilities- Identify and develop high net worth client relationships- Provide...
-
Service Advisor
1 week ago
Kennedy Space Center, United States Asbury Automotive Full timeAbout Asbury Automotive GroupCoggin is part of Asbury Automotive Group, a Fortune 500 company and one of the largest franchised automotive retailers in the United States. We are redefining the traditional dealership model through innovative technologies and our commitment to our team members, guests, and partners. Our culture, grounded in our North Star and...
-
PWM Private Wealth Advisor
2 weeks ago
Kennedy Space Center, United States U.S. Bank Full timeAbout the RoleAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Private Wealth Advisor, you'll play a key role in identifying and acquiring new client relationships, while delivering exceptional service and expertise to our existing clients.Key ResponsibilitiesIdentify and acquire new client...
-
PWM Private Wealth Management Advisor
1 week ago
Kennedy Space Center, United States U.S. Bank Full timeAbout the RoleAt U.S. Bank, we're committed to helping our customers and businesses make better financial decisions and achieve their goals. As a Private Wealth Advisor, you'll play a key role in delivering exceptional client experiences and driving business growth within our Private Wealth Management team.Key ResponsibilitiesIdentify, close, and deepen...
-
Financial Advisor
1 week ago
Kennedy Space Center, United States New York Life Full timeFinancial Representative OpportunityAre you a motivated and ambitious individual looking to start a career in financial services? We are seeking a Financial Representative to join our team at New York Life. As a Financial Representative, you will have the opportunity to work with clients to understand their financial goals and develop personalized plans to...
-
Financial Advisor
1 month ago
Kennedy Space Center, United States New York Life Full time{"Responsibilities": " \u2022 Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given \u2022 Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products \u2022 Establish strong...
-
Financial Aid Advisor
2 weeks ago
Kennedy Space Center, United States Rocky Mountain College of Art + Design Full timeNew Student Financial Aid AdvisorRocky Mountain College of Art + Design is seeking a highly skilled and detail-oriented Financial Aid Advisor to join our team. The ideal candidate will be responsible for processing student financial aid applications, determining eligibility, and making awards. They will also develop student budgets and assist in creating...
-
Life Insurance Professional
1 month ago
Kennedy Space Center, United States New York Life Full timeAbout the RoleWe are seeking a highly motivated and results-driven Life Insurance Agent to join our team at New York Life. As a Life Insurance Agent, you will play a critical role in helping our clients achieve their financial goals and secure their financial futures.Key ResponsibilitiesDevelop and implement customized financial strategies for clients,...
-
Insurance Advisors Career Opportunity
2 weeks ago
Byron Center, Michigan, United States Griffin Agency Full timeJob DescriptionWe are an insurance technology and distribution platform that is transforming the life insurance industry. Our innovative approach allows us to issue policies in under one minute, making us one of the top distributors of digital life insurance policies in the world.We have an in-house marketing team that generates exclusive client requests for...
-
New Student Financial Aid Advisor
2 months ago
Kennedy Space Center, United States Rocky Mountain College of Art + Design Full timeNew Student Financial Aid Advisor (Hybrid) Location: Winter Park, FL Target Salary $21.63- $22.60 an hour Target Fill Date: September 2, 2024 Rocky Mountain College of Art +Design is looking for a New Student Financial Aid Advisor. The ideal candidate will be responsible for processing an assigned caseload on all aspects of financial aid programs including...
-
New Student Financial Aid Advisor Position
1 week ago
Kennedy Space Center, United States Rocky Mountain College of Art + Design Full timeJob Summary:Rocky Mountain College of Art + Design is seeking a highly skilled and detail-oriented Student Financial Aid Advisor to join our team. As a key member of our financial aid department, you will be responsible for processing student financial aid applications, determining eligibility, and making awards. Your expertise in financial aid regulations...
-
Strategic Investment Specialist
1 week ago
Dorchester Center, Boston, MA , USA, United States Lake Street Advisors Full timeInvestment Analyst RoleWe are seeking a highly motivated and detail-oriented Investment Analyst to join our team at Lake Street Advisors. This role will involve working closely with our Investment Advisors to provide exceptional client service and support.Key ResponsibilitiesAssist Investment Advisors in designing personalized asset allocation strategies and...
-
Financial Planning Specialist
1 month ago
Kennedy Space Center, United States New York Life Full timeFinancial Sales AdvisorWe are seeking a seasoned financial professional to collaborate with our clients in crafting and implementing tailored strategies to achieve their financial objectives. The ideal candidate will possess a Bachelor's degree in business or finance, a proven track record of establishing successful and long-term advising relationships, and...
-
Senior Financial Advisor
3 weeks ago
Valley Center, Kansas, United States Farther LLC Full timeJob Title: Senior Financial AdvisorFarther LLC is seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and implement...
-
Residential Advisor
1 month ago
Callicoon Center, United States Adams and Associates, Inc. Full timeJob Title: Residential AdvisorDelaware Valley Job Corps is seeking a dedicated and compassionate Residential Advisor to join our team. As a Residential Advisor, you will play a vital role in providing a safe, clean, and structured living environment for our students.Responsibilities:Maintain a safe and clean dorm environmentProvide quality supervision to...
-
Vice President of Investment Banking
1 month ago
Dorchester Center, United States Alantra Full timeJob Title: Vice President of Investment BankingAlantra is seeking a highly skilled and experienced Vice President of Investment Banking to join its team in Boston, MA, or New York, NY. The ideal candidate will have a strong background in Industrials M&A and a proven track record of success in investment banking.Job Summary:The Vice President of Investment...
-
Forensic Staff Accountant
2 months ago
Kennedy Space Center, United States Meaden & Moore Full timeForensic Staff AccountantDepartment: Forensic Accounting (IAG) Employment Type: Full Time Location: Orlando, FL DescriptionFirm:Meaden & Moore is a leading CPA and business consulting firm that is a eight-time winner of The Plain Dealer's Top Workplaces, a six-time winner of Ohio Magazine's Best Places to Work and awarded Inside Public Accounting's Top 50...
-
Financial Advisor
1 month ago
Center Valley, Pennsylvania, United States Fidelity TalentSource LLC Full timeJob SummaryWe are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will be responsible for providing expert financial guidance and personalized planning to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships...
-
Automotive Service Professional
3 weeks ago
Kennedy Space Center, United States AutoNation Full timeJob SummaryAutoNation is seeking a skilled Advanced Automotive Service Technician to join our team. As a key member of our service department, you will be responsible for performing vehicle repair and maintenance work with efficiency and accuracy, in accordance with dealership and factory standards.Key ResponsibilitiesDiagnose and repair vehicle...
Insurance and Investment Advisor
2 months ago
Our goal is to deliver financial stability and reassurance through our comprehensive insurance, annuity, and investment offerings. We prioritize integrity and compassion in every interaction with our clients, partners, and colleagues. With a foundation of confidence and humility, we are dedicated to long-term stewardship.
Our Commitment:
We are steadfast in our mission to be there for our clients when they need us the most.
As a dedicated financial professional at New York Life, you will have the opportunity to enhance the lives of others.
We aim to advance your career by equipping you to present our diverse financial products and services to clients seeking a sustainable path to a secure financial future.
Training and Development:
New York Life provides an extensive three-year training program, along with marketing support and assistance in prospecting and technical matters.
You will collaborate with successful, established agents and managers who will help you build a robust clientele.
Expect the resources and ongoing support typical of a Fortune 100 company.About New York Life:
New York Life is recognized as one of the most reputable financial institutions globally. We have consistently received top financial strength ratings from the leading rating agencies:
A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA).
For over six decades, we have led the Million Dollar Round Table with more members than any other financial institution worldwide.
New York Life has also been honored as one of the "World's Most Admired Companies" by Fortune Magazine.Financial professionals provide investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), a licensed insurance agency.
Key Responsibilities:
- Utilize marketing and social media strategies to identify and engage potential clients who can benefit from a trusted financial advisor.
- Attend educational meetings or seminars relevant to client risk tolerance and financial goals to prepare for providing sound financial guidance.
- Assist clients in making informed decisions regarding life insurance, mutual funds, savings plans, and other financial products and services.
- Gather and organize each client's financial information using a CRM to assess their financial status, goals, cash flow, and expectations.
- Create and implement customized financial plans that consider each client's unique financial needs and life circumstances.
Qualifications:
- Ability to effectively network and prospect for new clients.
- Strong relationship management skills.
- Capable of communicating complex concepts while upholding principles of honesty and integrity.
