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Senior Financial Data Analyst

System One Reston, VA

Reston, VA

Today

$85k - $110k/yr Full time Senior Data Analysis Data Analytics

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Job Description

System One is hiring a Senior Financial Data Analyst in Reston, VA (Hybrid) with a direct hire opportunity and local-candidate preference. This role centers on capital-related financial reporting and analysis using complex datasets, supported by strong SQL skills and the ability to communicate insights across technical and business audiences.

What you’ll get

Medical, Dental, Vision
Spending accounts
Life insurance
Voluntary plans
401(k) participation

Responsibilities

Support environments and perform comprehensive financial data analysis, with emphasis on capital-related reporting and insights
Work with complex financial datasets and adhere to business requirements
Use SQL to query and analyze large datasets and extract meaningful insights
Identify and interpret financial and accounting data, translating findings into actionable recommendations
Communicate complex analysis results clearly to technical and business stakeholders
Assist with analysis of derivatives and hedge accounting, with an emphasis on Basel regulatory capital requirements and ERCF
Independently analyze data, interpret results, and deliver reports in a regulated financial services environment

Requirements

5+ years of experience as a Data Analyst in a financial services setting
Strong SQL skills, including querying large and complex datasets
Proven ability to analyze, interpret, and communicate financial data effectively
Knowledge of derivatives and hedge accounting is highly desirable
Familiarity with Basel regulatory capital requirements and ERCF is preferred
Excellent verbal and written communication skills
Ability to work independently and collaboratively with diverse stakeholders
Bachelor’s degree in Finance, Accounting, Economics, Information Systems, Business Analytics, or a related field

Location: Reston, VA (Hybrid: onsite expectation 3–5 days per week); direct hire. Salary: USD 85,100 - 110,000 per year.

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Financial Advisor

Northwestern Mutual The South Florida Group Naples, FL

Naples, FL

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$90k - $150k/yr Full time Advisor Client Service Financial Advisor

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Job Description

Northwestern Mutual The South Florida Group is hiring a Financial Advisor in Naples, FL to help clients move from goals to actionable, personalized plans. This hybrid role combines relationship-driven service with entrepreneurial independence, supported by the resources of a Fortune 200 organization.

In this position, you will build long-term client relationships, translate client needs into tailored financial strategies, and grow your practice through networking and referrals. Paid training, professional mentorship, and a compensation structure designed around effort support your work as you develop expertise and deliver ongoing guidance.

Key Responsibilities

Develop and maintain strong client relationships by understanding individual financial needs and goals.
Create tailored financial plans covering investment management, retirement planning, and risk management solutions.
Actively pursue new business opportunities through networking, referrals, and community engagement.
Stay current on industry trends and continue professional development to provide a high level of service.

Qualifications

Bachelor’s degree.
Strong interpersonal and communication skills.
Self-starter with a passion for helping others and a drive to succeed.
Ability to manage multiple tasks and priorities effectively.

Compensation and Location

Location: Naples, FL (hybrid)
Salary: USD 90,000 to 150,000 per year

Benefits

401(k)
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid training
Retirement plan

Why Choose Northwestern Mutual The South Florida Group

Unlimited income potential: Uncapped earnings based on effort and dedication.
Professional growth: Industry-leading training and mentorship from experienced advisors.
Independence: Build your own practice with autonomy over decisions that support your success.
Impactful work: Help clients achieve financial goals and secure their futures through comprehensive planning and personalized strategies.
Supportive culture: A collaborative community emphasizing innovation, integrity, and excellence.

Perks and Additional Support

Comprehensive benefits package including medical, dental, and vision.
Sponsorship for professional designations and certifications.
Access to technology and resources to support your practice.
Uncapped income.

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Financial Representative - Associate

Mutual of Omaha Advisors Phoenix, AZ

Phoenix, AZ

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Up to $98k/yr Full time Advisor Client Relations Client Service

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Job Description

Mutual of Omaha Advisors is recruiting participants for its Accelerator Program in Phoenix, AZ to develop into a Financial Representative / independent Financial Advisor. The program combines structured learning, practical sales and marketing exposure, mentorship, and training focused on delivering holistic financial advice.

Location and Employment Details

Location: Phoenix, AZ (onsite)
Job type: Full-time
Work location: In person
Compensation: USD 98,000 per yearly (up to $98,000.00 per year)

Program Overview

The Accelerator Program is designed to help you build the knowledge and client-facing skills needed to provide tailored financial solutions. You will receive mentorship and training intended to support your transition from trainee learning to an independent career path as a Financial Advisor.

Key Responsibilities

Complete a comprehensive learning program to develop the ability to deliver holistic financial advice to clients.
Build hands-on sales and marketing experience, including learning how to grow your own business.
Develop prospecting and networking skills through community engagement, social media, and personal relationships.
Follow the supported process of creating tailored financial solutions, from proposal through policy, with guidance from top-tier mentors.
Learn how to educate, empower, and guide families toward lifelong financial confidence.

Required Qualifications

Self-motivation, resilience, and a people-first mindset.
A growth-oriented attitude that values inclusion, curiosity, and courageous communication.
Willingness to obtain the required Life & Health insurance licenses; licensing coach, study materials, and associated fees will be provided before the program starts.
Ability to pass a CRD/FINRA background check and complete securities licensing within 24 months.
Reliable transportation.

Compensation and Benefits

Hourly wage: $16/hour during the trainee period (only for 30 days)
Promotion path: Financial Representative role with an annual base plus unlimited monthly sales incentives
Bonus: $1,000 bonus after successful completion and promotion
401(k): 2% company contribution + 6% match
Time off: Vacation, personal time, and paid holidays
Ongoing mentorship, professional development, and a proven roadmap to success
Insurance and related benefits: Dental insurance, Health insurance, Life insurance, Vision insurance
Additional support: Professional development assistance
Flexible schedule
Referral program

Preferred Qualifications

Bachelor’s degree (or equivalent experience)
Prior exposure to the insurance, financial, or sales industries

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Financial Advisors/ Associate Partners (Accelerated Path into Management)

New York Life Orlando, FL

Orlando, FL

Today

$88k - $265k/yr Full time Advisor Financial Advisor Financial Services

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Job Description

New York Life is offering a hybrid Associate Partner accelerated track in Orlando, FL with an onboarding path from financial sales advisor to management.

Key responsibilities

Start at New York Life as a financial sales advisor to build hands-on experience.
Meet the Accelerated Path Management Program requirements, typically in 6 to 12 months.
Upon meeting program requirements, become eligible for promotion to Associate Partner.
Recruit and build a team of financial professionals.
Participate in the Associate Partner Training Program, a six-month intensive training designed to support success after promotion.
Lead and develop your unit with support from a Fortune 100 company.
Teach financial professionals key skills with assistance from development managers and product consultants.
Develop and deliver training focused on:
- Listening and presenting
- Cultivating relationships
- Connecting emotionally
- Simplifying complex topics
- Educating and coaching

Qualifications and requirements

Required: Reliably commute or plan to relocate before starting work (Orlando, FL).
Required: Complete your MBA within the past 24 months.
Required: Have management experience.
Required: Earned over $85,000 in the last 2 years.
Required: Have owned a business.
Goal-driven leadership with interest in building and developing your own unit of financial professionals.
Proficiency in:
- Listening and presenting
- Cultivating relationships
- Connecting emotionally
- Simplifying complex topics
- Educating and coaching

Work schedule and job type

Schedule: Monday to Friday
Job type: Full-time (Hybrid)

Location

Hybrid remote: Orlando/Maitland
Work location: Hybrid remote in Orlando, FL 32819

Pay and incentives

Salary range: $87,500.00 - $265,430.00 per year
Pay structure: Commission pay (Financial Advisors)
Additional compensation: Bonus and incentives

Benefits

401(k) and 401(k) matching
Dental insurance
Health insurance
Life insurance
Vision insurance
Retirement plan
A defined benefit pension plan (subject to eligibility and vesting requirements)
Financial planning services
Flexible schedule
Reimbursement for certain company-approved industry designations
Health/Dental/Life/Disability

Program description and qualifications

As an Accelerated Path Management Program candidate, you join New York Life as a financial sales advisor to gain hands-on experience.
After meeting program requirements (typically 6 to 12 months), you become eligible for promotion to Associate Partner.
For the 12-month Associate Partner Fast Track Program, the focus is on goal-driven leaders who want to build and develop a unit of financial professionals.
Entrepreneurial professionals join with a career vision and a strong sense of purpose.

Compensation context

Managers’ compensation is directly aligned with recruiting performance and the production level of their team.
The average annual income in 2024 among recruiters was $260,300.

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Financial Representative - Associate

Mutual of Omaha Advisors Omaha, NE

Omaha, NE

Today

Up to $98k/yr Full time Advisor Financial Advisor Financial Planning

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Job Description

Mutual of Omaha Advisors is seeking candidates to join its Financial Representative Accelerator Program in Omaha, NE (onsite). This position is designed to help participants build the skills needed to deliver holistic financial advice and develop a sustainable financial practice. The program starts with a trainee period, then transitions to a Financial Representative role with a base salary and unlimited monthly sales incentives.

Role Summary

As an Associate in the Accelerator Program, you will complete a structured learning track that combines education with practical client-focused skill building. Compensation begins with an hourly wage during the initial trainee period, followed by promotion to Financial Representative.

Pay: Up to $98,000.00 per year.

Responsibilities

Participate in a comprehensive learning program focused on delivering holistic financial advice to clients.
Build hands-on sales and marketing experience while learning how to grow your own business.
Develop prospecting and networking skills through community engagement, social media, and personal relationships.
Learn the process for tailored financial solutions, from proposal to policy, with support from top-tier mentors.
Work on educating, empowering, and guiding families toward lifelong financial confidence.

Requirements

Self-motivation, resilience, and a people-first mindset.
A growth-oriented attitude, including inclusion, curiosity, and courageous communication.
Willingness to obtain required Life & Health insurance licenses (licensing coach and study materials/fees will be provided before the program).
Ability to pass a CRD/FINRA background check and complete securities licensing within 24 months.
Reliable transportation.
Applicants must not now, nor at any point in the future, require employment sponsorship.

Benefits

Hourly Wage: $16/hour during the trainee period (only for 30 days).
Promotion Compensation: advance to Financial Representative with a $36,000 annual base plus unlimited monthly sales incentives.
$1,000 bonus after successful completion and promotion.
401(k): 2% company contribution + 6% match, including 401(k) matching.
Time Off: vacation, personal time, and paid holidays for work-life balance.
Mentorship and growth: ongoing mentorship, professional development, and a proven roadmap to success.
Insurance: dental insurance, health insurance, life insurance, and vision insurance.
Other support: professional development assistance and a referral program.
Flexible schedule.

Preferred Qualifications

Bachelor’s degree (or equivalent experience).
Prior exposure to the insurance, financial, or sales industries.

Additional Details

Job Type: Full-time
Work Location: In person
Ability to Commute: Omaha, NE 68118 (Required)

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Licensed Life Insurance Agent/Financial Consultant

Armed Forces Benefits Network Colorado Springs, CO

Colorado Springs, CO

Today

$65k - $85k/yr Full time Advisor Client Relations Client Service

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Job Description

The Licensed Life Insurance Agent/Financial Consultant role supports clients through face-to-face consultations in the Colorado Springs area using pre-scheduled appointments and commission-based compensation. The position includes a structured local sales model and a defined path to management for strong performers.

Location and Work Model

Location: Colorado Springs, CO 80910
Work arrangement: Hybrid (remote not indicated)
Base access requirement: Are you able to get on Fort Carson? Base access is required for this role

Compensation

Pay type: Commission
Salary range: USD 65,000 - 85,000 per year

Schedule

Hours per week: 25–40 hours
Typical availability: primarily afternoons and evenings

Key Responsibilities

Conduct face-to-face appointments within the local area; no travel required
Serve a defined niche market with pre-scheduled appointments
Provide coverage and guidance using competitive, simplified-issue products
Operate without cold calls and without door-to-door sales
Utilize free leads provided for the role
Participate in a clear path to management for strong performers

Required Skills and Qualifications

Hold a Life Insurance License (or obtain it at time of hire)
Be confident in conversation and enjoy building relationships
Demonstrate strong time management and self-direction
Be goal-oriented and interested in income tied to output
No prior sales or insurance experience required; training is provided
Must be able to get on Fort Carson; base access is required
Ability to commute: Colorado Springs, CO 80910 (required)

Benefits

Flexible schedule

Licensing

Life Insurance License: required; if not currently held, must be obtained at time of hire

Job Type and Remote Status

Job type: Commission
Remote: No

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Financial Advisor

Northwestern Mutual The South Florida Group Fort Lauderdale, FL

Fort Lauderdale, FL

Today

$90k - $150k/yr Full time Advisor Financial Advisor Financial Planning

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Job Description

Northwestern Mutual The South Florida Group is expanding its team in Fort Lauderdale, FL (hybrid). This Financial Advisor position offers mentorship and support from a Fortune 200 organization, along with the tools and resources to help you build meaningful client relationships and deliver tailored financial guidance.

Benefits

Uncapped Income
Paid training
Sponsorship for professional designations and certifications
Access to cutting-edge technology and resources
Flexible schedule
Health insurance
Dental insurance
Life insurance
401(k)
Retirement plan

With an estimated salary range of USD 90,000 - 150,000 per year and hybrid work options, you can focus on long-term client impact while developing your practice with company backing.

Responsibilities

Develop and maintain strong client relationships, taking time to understand each client’s unique financial needs and goals.
Create tailored financial plans covering investment management, retirement planning, and risk management solutions.
Actively pursue new business opportunities through networking, referrals, and community engagement.
Stay current on industry trends and continue professional development to provide a high level of service.