Financial Career Builder
3 days ago
This is a career opportunity to build or expand your financial services practice with New York Life in Washington DC and Virginia. The role involves developing tailored financial plans for clients, using a range of services to meet their needs and life circumstances.
Key Responsibilities:- Client Needs Assessment: Understand client financial concerns and assess their potential life and financial needs.
- Financial Plan Implementation: Help clients implement financial recommendations, including life insurance, savings plans, and investment solutions.
- Community Networking: Build relationships within your community and network with potential clients.
The estimated salary for this role is $95,000+, with commission at plan. As a financial professional with New York Life, you will have access to training, marketing support, and technical assistance to help you succeed.
New York Life offers a comprehensive three-year training program, as well as ongoing support and resources to help you grow your career.
As a Fortune 100 company, New York Life has been in business for over 179 years, helping generations of Americans protect their families and attain their financial goals.
-
Financial Services Career Builder
4 weeks ago
Bethesda, Maryland, United States New York Life - Washington DC - Virginia Full timeWe are seeking a Financial Services Professional to join our team in Washington DC - Virginia. As a key member of our organization, you will be responsible for providing financial security and peace of mind through our investment and protection solutions.Our mission is to provide exceptional service to our clients while building long-term relationships with...
-
Bethesda, Maryland, United States New York Life - Washington DC - Virginia Full timeJob Overview:New York Life, a Fortune 100 company, offers a rewarding career opportunity for goal-oriented individuals seeking leadership roles in financial services. As an associate partner, you will be responsible for managing a team of financial professionals and helping clients achieve their long-term financial goals.Key Responsibilities:Select, hire,...
-
Career Advancement as a Financial Leader
3 weeks ago
Bethesda, Maryland, United States New York Life - Washington DC - Virginia Full timeJob OverviewNew York Life Insurance Company is currently recruiting participants for its Fast Track Management Program. This career advancement opportunity aims to propel leadership-oriented managers toward becoming partners in our general office.As a financial professional, you will work hand-in-hand with clients to build your experience and meet the...
-
Financial Operations Coordinator
3 weeks ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeAbout the OpportunityOur client, a leading construction company in Washington, DC, is seeking a temporary Billing Specialist. This position involves generating and sending accurate invoices to customers based on contracts or sales orders. Additionally, you will monitor customer payments, track overdue accounts, and follow up for collections. The ideal...
-
Financial Specialist
4 weeks ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeSeeking a highly skilled AP Specialist for our client in Bethesda, MD. This hybrid role offers the perfect blend of work-life balance with 2 days in-office and 3 days remote.We are a long-standing non-profit organization dedicated to providing healthcare services to underprivileged individuals and the homeless community.This temporary position has the...
-
Financial Relationship Manager
3 weeks ago
Bethesda, Maryland, United States Citizens Full timeOverviewCitizens is a customer-centric bank that focuses on helping customers achieve their financial goals while giving back to local communities. As a Financial Relationship Manager, you will be part of a collaborative and supportive workforce with access to training and tools for career growth.
-
Financial Services Advisor
2 weeks ago
Bethesda, Maryland, United States New York Life - Washington DC - Virginia Full timeAre you looking for a fulfilling career that offers the flexibility and opportunities to make a positive impact on others? Consider joining New York Life, a Fortune 100 company with a long history of doing good.We are seeking a Financial Services Professional to join our team in Washington DC - Virginia. As a member of our team, you will have the opportunity...
-
Financial Growth Specialist
4 weeks ago
Bethesda, Maryland, United States Bighorn Law Full timeTransform your career with New York Life's unparalleled opportunities in Washington DC - Virginia.New York Life is a Fortune 100 company with a rich history of delivering exceptional results. As a Financial Growth Specialist, you will be part of a culture that has been named Top Workplace by the Washington Post in Three out of the past Four years.Salary:...
-
Financial Security Specialist
2 weeks ago
Bethesda, Maryland, United States New York Life Full timeAre you looking for a challenging and rewarding career in life insurance sales? Look no further than New York Life, where we offer a dynamic and supportive environment that fosters growth and success. As a life insurance agent, you will have the opportunity to make a real difference in people's lives by helping them achieve their financial goals.The...
-
Financial Systems Implementer
4 weeks ago
Bethesda, Maryland, United States GRF CPAs & Advisors Full timeWe are seeking a highly skilled Financial Systems Implementer to join our team at GRF CPAs & Advisors. This is a remote position offering a competitive salary range of $80,000 - $110,000.Job OverviewOur firm provides outsourced accounting, auditing, risk advisory and consulting, and tax services to a diverse client base. As a Financial Systems Implementer,...
-
Fitness Career Developer, Bethesda
2 days ago
Bethesda, Maryland, United States Equinox Full timeAt Equinox, we empower Personal Trainers to excel in their careers and redefine the science of fitness. As a member of our team, you will have the opportunity to develop and refine your approach to programming, education, business, and financial planning.Primary ResponsibilitiesBusiness Management: Build and maintain an active client base, manage schedules,...
-
Hair Stylist Career Opportunity
4 weeks ago
Bethesda, Maryland, United States Hair Cuttery Full timeLicensed Hair Stylist / Cosmetologist Job SummaryWe are seeking a skilled Licensed Hair Stylist to join our team at Hair Cuttery. As a member of our salon family, you will have the opportunity to reach your earning potential with commissions up to 75%.The ideal candidate will be a licensed hair stylist with excellent education and benefits. You will have...
-
Accounts Payable Specialist
4 weeks ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeCompany OverviewCreative Financial Staffing is a trusted partner for temporary and permanent staffing solutions in the financial sector. Our client, a well-established banking institution with 75 years of experience in Montgomery County, is seeking an Accounts Payable Specialist to join their team.Salary and BenefitsThe successful candidate will be...
-
Financial Services Branch Manager Partner
3 weeks ago
Bethesda, Maryland, United States Fidelity TalentSource LLC Full timeCompany Overview">Fidelity Investments is a leading financial services company that aims to strengthen the financial well-being of its clients. We provide investment and planning services, assist companies with employee benefits, and offer institutions and advisors with investment solutions.">Job Summary">We are seeking an experienced Financial Services...
-
Multilingual Financial Development Specialist
2 weeks ago
Bethesda, Maryland, United States New York Life Insurance Company Full timeAbout the RoleWe are seeking a highly skilled Multilingual Financial Development Specialist to join our team. This is an exciting opportunity for a motivated individual who wants to make a lasting impact on the financial well-being of individuals, families, and small businesses.As a Multilingual Financial Development Specialist, you will provide peace of...
-
Banking Professional
1 day ago
Bethesda, Maryland, United States Citizens Financial Group, Inc. Full timeWe're seeking a highly skilled Citizens Teller to join our team at Citizens Financial Group, Inc. As a key member of our branch team, you'll be responsible for providing exceptional customer service and supporting the growth of our business.Your day-to-day activities will include:Greeting customers and responding to their needsDemonstrating how to use our...
-
Expert Financial Services Manager
4 weeks ago
Bethesda, Maryland, United States Fidelity TalentSource LLC Full timeFidelity TalentSource LLC is seeking a highly skilled Expert Financial Services Manager to join our team. This role offers an estimated salary of $80,000 - $110,000 per year.About the RoleWe are looking for a seasoned professional with at least five years of experience in financial sales and management. As an Expert Financial Services Manager, you will...
-
Insurance and Financial Solutions Expert
2 weeks ago
Bethesda, Maryland, United States New York Life - Washington DC - Virginia Full timeNew York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. We strive to provide financial security and peace of mind through our investment and protection solutions.We're a Fortune 100 company with a long history of doing good, having been in business for over 179 years, helping generations of Americans...
-
Intelligence Financial Analyst
3 weeks ago
Bethesda, Maryland, United States MITRE Full timeAbout the Role:MITRE is seeking a highly skilled Intelligence Financial Analyst to join our team in supporting the Office of Economic Security and emerging Technology (OESET).Key Responsibilities:As an Intelligence Financial Analyst, you will provide expert resource advice to the sponsor in the planning and oversight of the OESET's budget formulation and...
-
Financial Services Specialist
2 days ago
Bethesda, Maryland, United States Councilor, Buchanan & Mitchell, P.C. Full timeJob Description:Councilor, Buchanan & Mitchell, P.C. is a leading accounting and business advisory firm serving clients in Washington, D.C., Baltimore, and the Mid-Atlantic region.We are seeking an experienced Financial Services Specialist to join our team of dedicated professionals. This is a fantastic opportunity for someone looking to build their career...