Financial Professional

Financial Professional Finance Jobs

17 jobs found

Today

Management Advancement Program- Financial Professional

New York Life Reno, NV

Reno, NV

Today

$60k - $90k/yr Full time Manager Financial Professional Financial Services

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Job Description

Accelerate your path to management with New York Life in Reno, NV. This hybrid Fast Track Management Program is designed for Financial Professionals who want to build hands-on experience and transition into an Associate Partner role focused on recruiting and developing a team. The program targets movement into management within 12 months, with structured training support along the way.

As you progress, you will enroll in an intensive six-month Associate Partner Training Program built to develop your skills and prepare you for success as a manager. After meeting program requirements, participants transition into the Associate Partner role.

Responsibilities

Begin as a financial professional to gain hands-on experience.
Transition into management as an Associate Partner once program requirements are met.
Recruit and develop your own team of financial professionals.
Participate in the Associate Partner Training Program, an intensive six-month program that prepares you for success as a manager.

Requirements

MBA completion within the previous 24 months.
Prior management or business owner experience.

Preferred (Not Required)

Life and Health License
FINRA registrations, including Series 6 or 7 and Series 63
Previous sales experience

Benefits

401(k) and 401(k) matching
Dental insurance, vision insurance, and health insurance
Health savings account
Life insurance
Flexible schedule
Flexible spending account
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan

Job Details

Job type: Full-time
Work location: Hybrid, in person
Location: Reno, NV 89511 (Preferred)
Salary: $60,000 - $90,000 per year
Pay range listed: $65,000.00 - $121,000.00 per year; $60,000.00 - $90,000.00 per year

Application question: Have you been in the local area for more than 2 years?

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14d ago

Financial Services Professional

New York Life Melville, NY

Melville, NY

14d ago

$82k - $125k/yr Full time Advisor Client Relations Client Service

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Job Description

New York Life is hiring a Financial Services Professional in Melville, NY to help policyholders design risk management and insurance plans aligned to their financial priorities.

Partner with policyholders to develop and deliver risk management strategies tailored to individual profiles
Listen to new and potential clients to assess priorities and finances
Recommend suitable insurance plan options that meet each client’s insurance needs
Execute sales strategies and tactics proven effective in maintaining and growing existing customer portfolios with loyal, long-term clients
Continue education on evolving insurance industry protocols
Monitor insurance claims and support customers to satisfaction

Requirements

Excellent communication, customer service, analytical, and interpersonal skills
Some experience with accounting or sales lead software is beneficial
Phone skills
Enjoy prospecting and meeting new people
Entrepreneurial Role

Accelerated Path to Management Program

Training in marketing, business development, and customer relationship management
Tools and resources to support career growth
Management-focused training and access to career tools
Personalized coaching from dedicated training professionals
Ability to obtain industry professional designations
Industry designation costs subsidized in the first two full-time contract years, with additional funds available if qualified during training and business growth
Sales incentives and professional-development trips for top-performing insurance agents
Experts on hand to answer questions
Suite of digital sales, prospecting, and marketing tools using web, social, and email content to attract and retain clients
Opportunity to specialize through the investment advisory division (Eagle Strategies LLC) to offer wealth management and advisory services, estate planning strategies, and business solutions

What We Offer

Training and development
Digital tools
Products and solutions
Range of offerings including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency

Benefits

Health insurance
Dental insurance
Vision insurance
Life and disability insurance
401(k) and pension
401(k) matching
Extensive training program
Training allowance & stipend if you qualify
Council Trips
Sales incentives and professional-development trips for top-performing insurance agents
Flexible schedule
Paid time off

Compensation

Commission-based compensation
In 2023, average income for agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359
Income determined by individual agent performance
Additional details available: https://www.newyorklife.com/careers/financial-professionals/ income-and-benefits

Average Compensation Range

Year 1: $85,000-$132,000
Year 3: $109,000-$205,000
Year 5: $132,000-$287,000
Year 10: $239,000-$500,000

Awards & Accolades

A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody’s)
AA+ Very Strong (Standard & Poor’s)

How You’ll Be Paid

Commission
Training Allowance
Expense Allowance
First Year Stipend
Renewals/Trails
Bonuses

Job Details

Job type: Full-time
Pay: $82,177.00-$125,000.00 per year
Work location: In person
Ability to commute: Melville, NY 11747 (Required)
Ability to relocate: Melville, NY 11747 (Required)

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14d ago

Financial Service Professional

LPL Financial Tempe, AZ

Tempe, AZ

14d ago

$23 - $38/hr Full time Advisor Client Service Contact Center

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Job Description

This inbound contact center role supports advisors or investors with timely, accurate service across a range of financial topics.

Responsibilities

Complete a structured onboarding experience, including instructor-led training with on-the-job training
Participate in ongoing training during your first 18 months to broaden support across additional call types
Handle inbound inquiries and work through issues that can range from simple balance questions to more complex, cross-functional financial transactions
Collaborate with internal service partners to reach a resolution for the caller
Support an average of 25-30 call interactions per day
Work in a team environment with peers focused on similar service skills and goals
Attend frequent touchpoints with your Manager to support success in the role
As part of career development, access opportunities to acquire financial industry licensing (availability may apply)

Requirements

1-3 years of customer service experience
Hold the Securities Industry Essentials (SIE) certification or obtain it by the deadline specified as a condition of employment
High School diploma or equivalent

Core Competencies

Strong general computer skills with the ability to quickly navigate multiple applications
Ask probing questions and actively listen to reach agreement with the caller
Interpersonal skills that create a welcoming, rapport-building interaction
Take ownership to deliver accurate resolutions in each interaction
Learning mindset to apply and implement coaching and training

Preferences

Call Center experience
Financial Services industry experience
Associate’s or Bachelor’s degree

Benefits

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

Additional Information

Training may be up to 20 weeks
During training, you will be required to be onsite full time; after orientation, the role is hybrid based on leadership determination

Pay Range

$23.18-$38.63/hour
Actual base salary varies based on factors including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location
LPL Total Rewards package is described as highly competitive, including 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more

Interview Information

LPL communicates directly with applicants only from an @lplfinancial.com email address
LPL will never conduct an interview online or in a chatroom forum
LPL will not request any form of payment, or information regarding your bank or credit card
Questions about the application process: contact LPL’s Human Resources Solutions Center at (855) 575-6947

Location: Tempe, AZ (hybrid)

Experience level: 1+ years

Education: High School diploma or equivalent

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16d ago

Financial Professional

New York Life Insurance Company & NYLIFE Securitiess, LLC. Kennewick, WA

Kennewick, WA

16d ago

$35k - $120k/yr Full time Advisor Client Relations Financial Advisor

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Job Description

The Financial Professional role supports a sales career focused on helping families through insurance and related investment and advisory solutions. The position is based in Kennewick, WA with onsite work elements and offers structured training, digital tools, and commission-based earnings.

Role Overview

As a Financial Professional, you will work as an insurance agent under an agent contract. The role emphasizes delivering positive impact in clients’ lives by providing products that include life insurance and related investment and advisory services. The position includes training and access to digital tools to support your work.

Location and Employment Type

Location: Kennewick, WA (onsite)
Work location: Hybrid remote in Kennewick, WA 99336
Job type: Full-time

Compensation

Compensation is commission-based. For 2024, the average income of financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555. Your income will depend on individual agent performance.

Pay: USD 35,000 - 120,000 per year

How You Will Be Supported

Training and development
Personalized coaching from dedicated training professionals
Industry professional designations
Subsidized training in the first two full-time contract years (if you qualify)
Sales incentives and professional-development trips for top-performing insurance agents

Benefits

Training and development
Personalized coaching
Industry professional designations
Subsidized training in the first two full-time contract years (if you qualify)
Sales incentives and professional-development trips
Medical, dental, vision, life, and disability insurance (for eligible full-time agents)
401(k) and pension (for eligible full-time agents)
Flexible schedule
Health insurance

Company Recognition

Fortune 2024: World’s Most Admired Companies
Handshake 2025: Early Talent Award
Forbes 2024: America’s Best Employers for Diversity
Seramount: 2024 Best Companies for Multicultural Women

Impact for Policyholders

5.1 million lives protected (includes all owners of individual life insurance and annuity policies)
$983 million lifetime annuity income paid (includes all payouts on individual income annuity products)
$6 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends; dividends are not guaranteed)
Over $1.2 trillion life insurance protection in force (includes term, whole, and universal life)

Additional Notes

The terms “agent” and “financial professional” are used interchangeably and refer to someone in a sales role under an agent contract.
Applications for the Financial Professional position are accepted on an ongoing basis. Qualified candidates are encouraged to apply as soon as possible.
New York Life is an Equal Opportunity Employer: M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

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16d ago

Financial Professional

New York Life Insurance Company & NYLIFE Securitiess, LLC. Charleston, SC

Charleston, SC

16d ago

$60k - $120k/yr Full time Advisor Client Relations Client Service

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Job Description

Financial Professional role in Charleston, SC with hybrid remote options, focused on building client relationships and delivering tailored financial guidance.

Develop relationships with individuals, families, and businesses across the Charleston area
Deliver customized financial guidance using insurance, investment, and retirement planning strategies
Prospect for new clients through networking, referrals, and community engagement
Maintain long-term client relationships and conduct ongoing financial reviews

Requirements

Entrepreneurial mindset with a coachable and motivated approach
Strong communication and relationship-building skills
Bachelor’s degree preferred (not required)
Ability to obtain state licenses in Life, Health, and Securities (training provided)
Must be authorized to work in the United States (U.S. citizenship or permanent residency required)
Background check required

Compensation & Job Details

Job type: Full-time
Projected total compensation: $60,000.00 to $120,000.00 per year
Work location: Hybrid remote in Charleston, SC 29492
Ability to commute: Charleston, SC 29492 (required)

Benefits

Comprehensive training and mentorship from experienced professionals
Competitive compensation including commissions and bonuses, plus benefits
Health, dental, and vision coverage
Retirement plans available, including 401(k)
Career advancement opportunities to Financial Advisor or Management roles
Opportunity to make a meaningful impact in the community
Flexible schedule
Health insurance
Dental insurance
Vision insurance

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2mo ago

Senior Financial Analyst

St. Clare's - Denville Dover, NJ

Dover, NJ

2mo ago Closed

$33 - $46/hr Full time Senior Accounting Analyst

This position is no longer accepting applications (closed Aug 8, 2026).

Job Description

The Senior Financial Analyst role at Saint Clare's Health, reporting to the Hospital Chief Financial Officer, centers on completing and analyzing financial and statistical reporting while delivering timely, accurate information, reporting, and projections to support senior management. This onsite position is based in Dover, New Jersey.

Responsibilities

Under the Hospital CFO, this position completes and analyzes financial and statistical reporting in support of senior management’s goals and objectives.
Ensures timely and accurate financial information, financial reporting, and financial projections, and related activities.

Requirements

Bachelor degree in Business Administration with emphasis on Accounting or Finance.
Master’s Degree in Business or Finance related field preferred.
Six to ten (6-10) years accounting/finance experience required; hospital/healthcare accounting or finance experience highly preferred.
Strong analytical skills and the ability to prepare financial statements and financial projections.
Excellent communication skills.
Proficient in business software applications, including EPIC, Lawson, Microsoft Excel and Word.
Working knowledge of Windows-based personal computers.
Public accounting experience and strong knowledge of GAAP are highly preferred.
Certified Public Accountant (CPA) – preferred.

Technologies

EPIC
Lawson
Microsoft Excel
Microsoft Word

Benefits

Competitive compensation and a comprehensive benefits package that provides employees the flexibility to tailor benefits according to their individual needs.
Total Rewards package includes paid time off, a 401K retirement plan, medical, dental, and vision coverage, tuition reimbursement, and many more voluntary benefit options.
Benefits may vary based on employment status, i.e., full-time, part-time, per diem or temporary.
Estimated compensation range: $33.42/HR to $45.62/HR.
The exact starting compensation will be determined at the time of hire, considering factors such as skillset, years of applicable experience, education, credentials, and licensure.

Pay Transparency

Competitive compensation and a comprehensive benefits package that provides employees the flexibility to tailor benefits according to their individual needs.
Total Rewards package includes paid time off, a 401K retirement plan, medical, dental, and vision coverage, tuition reimbursement, and many more voluntary benefit options.
Benefits may vary based on employment status, i.e., full-time, part-time, per diem or temporary.
A reasonable compensation estimate for this role, including wages, benefits, and other compensation, is $33.42/HR to $45.62/HR.
The exact starting compensation to be offered will be determined at hire, taking into account skillset, experience, education, credentials, and licensure.

Employment Status

Full Time
Shift: Days
Equal Employment Opportunity: The company is an equal employment opportunity employer. Discrimination based on race, color, sex, sexual orientation, gender identity, religion, national origin, age (where permitted by law), disability, military status, genetic information, or any other protected status is prohibited by applicable federal, state, or local laws.
Know Your Rights: EEOC Know Your Rights

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3mo ago

Financial Professional

New York Life, West Texas General Office Amarillo, TX

Amarillo, TX

3mo ago Closed

$85k - $115k/yr Full time Marketing Advisor Client Relations

This position is no longer accepting applications (closed Aug 1, 2026).

Job Description

New York Life's West Texas General Office invites you to join a local team in Amarillo, where you will help clients navigate meaningful financial choices and build lasting relationships. As a Financial Professional, you'll guide clients through key decisions and grow a practice with the ongoing support of a dedicated development team.

Responsibilities

Guide clients through major financial decisions such as retirement planning, college savings, and income protection
Develop long-term relationships with clients based on trust and measurable results
Grow your business with the backing of a dedicated development team