- Develop customized financial plans tailored to clients' short-term and long-term financial goals in Petersburg, VA.
- Assist individuals, families, and business owners in creating and managing budgets, exploring investment opportunities, and selecting optimal saving and investing strategies.
- Stay updated on financial market changes and provide regular reports to clients.
- Utilize financial tools and software to analyze and suggest suitable investment options for clients in Petersburg, VA.
- Maintain accurate and detailed records of all client transactions and accounts.
- A Bachelor's degree in business, finance, or a related field is required for this position in Petersburg, VA, US.
- Candidates should possess at least 2 years of sales experience.
- Excellent communication and interpersonal skills are essential qualities for this role.
- Applicants must have US Work Authorization to be considered for this Financial Services Certified Professional position.
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Financial Services Professional
4 weeks ago
Ny Life Petersburg, United States· Join our team in Petersburg, VA as a motivated and committed Personal Financial Professional at NY LIFE. In this role, you will provide extensive financial advice and support to individuals, families, and business owners, assisting them in achieving both their short-term and l ...
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Sr. Project Manager
1 week ago
Veterans Professional Services, LLC Saint Petersburg, United StatesJob Description · Job DescriptionHospital facility Sr. PM requirement. SOW TBD · Company DescriptionVeterans Professional Services, LLC (VPS) is a Service Disabled Veteran Owned Small Business (SDVOSB). We are owned and operated by Veterans of the US Navy who are engineers and co ...
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Sr. Construction Project Manager
6 days ago
Veterans Professional Services, LLC Saint Petersburg, United StatesJob Description · Job DescriptionHospital facility Sr. Construction PM requirement. SOW TBD. Hospital experience preferred. · Company DescriptionVeterans Professional Services, LLC (VPS) is a Service Disabled Veteran Owned Small Business (SDVOSB). We are owned and operated by Ve ...
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Automotive Detailer
1 week ago
Integro Professional Services, LLC St Petersburg, United StatesExciting Career Opportunities in the Automotive Industry · Are you passionate about cars and looking to turn your passion into a fulfilling career? INTEGRO is seeking enthusiastic individuals to join our team as Automotive Detailers. No experience? No problem We provide comprehen ...
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Associate Tax Advisor
3 weeks ago
Titan Ventures Clearwater, United StatesAbout the Company · We are a business law firm network with over 320 employees at 23 locations. Our areas of expertise include auditing, tax and legal consulting, corporate finance, real estate management, restructuring, and insolvency administration. We are one of the leading fi ...
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Customer Service
1 week ago
USAA Clearwater, United States Full timeWhy USAA? · This is an entry-level role responsible for providing banking support to our members within a contact center environment. The main objective of this role is to identify member needs and provide solutions and/or offer banking products while consistently adhering to com ...
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Travel Nurse
4 days ago
Bluepipes Petersburg, United States FreelanceStability Healthcare is seeking an experienced Medical Surgical/Telemetry Registered Nurse for an exciting Travel Nursing job in Petersburg, VA. Shift: 3x12 hr nights Start Date: ASAP Duration: 13 weeks Pay: $2076 / Week About Stability Healthcare: · Stability HealthCare is a pr ...
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Travel Med Surg
1 week ago
Medical Solutions Petersburg, United States$ $ wk (includes wage of ~$18.73-$24.34/hr and per diems if eligible) · click for benefits and other job details · ~$674.39-$876.19 weekly taxable income · ~$1162 in non-taxable per diem (amount subject to eligibility & seasonal/annual adjustment) · This Med Surg (Medical Surgica ...
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Tax Manager
2 weeks ago
Rello Search Partners St Petersburg, United StatesWe are seeking an experienced Tax Manager to join our client's team and be on the Partner track. Also, this is a great opportunity to learn international tax as well. As a Tax Manager, you will play a crucial role in leading engagement. You will oversee a team of talented profess ...
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IT Audit Practice Manager
1 week ago
Vaco St Petersburg, United StatesJob Description: · The Practice Manager role is a full-time position focused on client service, with flexibility for overtime as necessary to meet job and client needs. As Practice Manager, you'll need at least one of the following certifications: CISA, CISSP, QSA, CISM, CPA, PCI ...
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Eye Care Professional
2 weeks ago
CLEAR SIGHT PARTNERS, LLC Saint Petersburg, United StatesMONTHLY BONUS UP TO $7 PER HOUR WORKED IN ADDITION TO HOURLY RATE · At Opti-mart, a Sight360 company, we are building the region's premier destination for comprehensive vision care. We are a team of over 130 optometrists, ophthalmologists, surgeons, opticians, and eye care profes ...
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Travel Nurse
1 week ago
Medical Solutions Petersburg, United StatesMedical Solutions is seeking an experienced Medical Surgical Registered Nurse for an exciting Travel Nursing job in Petersburg, WV. Shift: 3x12 hr nights Start Date: ASAP Duration: 13 weeks Pay: $ / Week $ $ wk (includes wage of ~$18.73-$24.34/hr and per diems if eligible) · cli ...
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Locum Physician
1 week ago
LocumJobsOnline Clearwater, United States Full timeLocumJobsOnline is working with Adelphi Medical Staffing to find a qualified Hematology and Oncology MD in Clearwater, Florida, 33756 · About The Position · Job Quick Facts: · • Specialty: Hematology & Oncology · • Job Type: Locum Tenens · • Facility Location: Clearwater, FL · • ...
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Paralegal
2 weeks ago
Arnold & Burguieres St Petersburg, United StatesHiring an EXPERIENCED Paralegal for a civil law office located near downtown St. Pete. The ideal candidate will be responsible for: Drafting pleadings, discovery requests and responses; Obtaining service of process and assisting with the issuance of summons and writs; Managing do ...
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Personal Lines Account Manager
13 hours ago
Marsh McLennan Companies Clearwater, United States Full timeDescription: · Personal Lines Account Manager · Our not-so-secret sauce. · Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9, of the industry's brightest talent drive our efforts to delive ...
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DOD Test Technician
1 week ago
Acro Service Corp Clearwater, United StatesJob Title:- DOD Test Technician · Location:- Clearwater FL · Pay Range:- $20-$25/hour on W2 · *Must have active security clearance.* · Experience with Electronic components testing · Experience with multimeters/oscilloscope/Troubleshooting experience · Performs standard testing ...
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Human Services Eligibility Case Manager 1
1 week ago
Pinellas County FL Clearwater, United StatesWe have a great opportunity for an experienced case manager who thrives in a fast paced environment · Pinellas County Human Services works with our partners to help County residents meet essential needs and increase their self-sufficiency through a range of community programs cov ...
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Front Office Manager
4 weeks ago
Pyramid Global Hospitality Clearwater, United States Full timeOverview · We are looking for a highly motivated, customer focused leader to join our Front Office team as the Front Office Manager. The successful candidate for this role will have a proven track record in hospitality of developing a team to provide exceptional service, is open ...
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Customer Service Representative
2 days ago
Family First Financial, Inc. St Petersburg, United StatesFamily First Financial is an independent insurance agency that's been helping Floridians find affordable and reliable insurance solutions for almost 20 years. Honesty, integrity, and professionalism are the cornerstones on which we've built lasting and meaningful relationships wi ...
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Customer Accounts Associate
2 days ago
Revolution Technologies St Petersburg, United StatesCustomer Accounts Associate · Hybrid role - onsite 2 days in office, but flexible and negotiable - local candidates only · Pay: $22.50 per hour · Contract to permanent · Schedule: · Start Date: 06/24/2024 · Estimated End Date: 12/27/2024 · Job Summary: These 2 associates will be ...
Financial Services Professional - Petersburg, United States - NY LIFE
Description
Job Description
Job DescriptionJoin our team in Petersburg, VA as a motivated and committed Personal Financial Professional at NY LIFE. In this role, you will provide extensive financial advice and support to individuals, families, and business owners, assisting them in achieving both their short-term and long-term financial objectives. As part of our team, you will benefit from the support of a skilled group, gain access to a wide range of financial options, and have the opportunity to earn a competitive salary based on your dedication and performance. Start your journey with us today and become a valued team member in an environment that recognizes your efforts and encourages your progression within the field.
Compensation:$80,000 - $150,000 yearly
Responsibilities:As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. With over 170 years of industry success. Our accolades include:
•A promise to work with you to build a strong financial future for both you and your clients
• #73 on Fortune 100 in 2020
• A leading company with many agents qualifying for MDRT2 year after year
• Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA).
Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
