Jobs
>
Charlotte

    Entry Level Financial Advisor - Charlotte, United States - New York Life- Charlotte, NC

    New York Life- Charlotte, NC
    New York Life- Charlotte, NC Charlotte, United States

    1 week ago

    Default job background
    Description
    Grow with us We are a Fortune 100 Company looking to grow our team of Financial Professionals in the Charlotte area.

    Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests.

    New York Life is dedicated to prudent financial management, high quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products including stocks, bonds, and over 13,000 mutual funds.

    We are want motivated self - starters who would like to:
    • Manage their own work schedule and establish an attractive work/life balance.
    • Build their career with significant income potential.
    • Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets
    • Experience a lifetime of learning and professional development.
    • Enjoy recognition and rewards for their financial achievements.
    Qualifications
    • Associate's Degree or Bachelor's Degree
    • Organized, detail-oriented and excellent time management skills.
    • Ambitious, disciplined, leaders who demonstrate the utmost professionalism
    • Relationship building and networking abilities, exemplary interpersonal skills
    • Coachable and the ability to work in a team based environment
    • J.D. (attorney) or M.B.A. a STRONG plus and potentially eligible for Fast-Track Partner program
    • Sales experience not required but a plus
    • FINRA Series 6, 7, 63, 65, or 66 a plus (company will pay for sponsorship)
    • Life & Health Insurance License not required (company will pay for sponsorship)
    • Financial Industry background a plus however, financial or insurance sales experience not required
    • Personal Transportation will be required for this position
    • Must be U.S. Citizen or Permanent resident
    Training, Support, and Compensation:
    • New York Life offers a comprehensive three-year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and managers who will assist you in developing a clientele and grow.
    • We offer a competitive compensation package with significant income potential that includes full benefits (medical, dental, disability, and group life insurance), a 401(k), and pension plan.
    Company Description: New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. By maintaining superior financial strength, we protect our client's future and are dedicated to prudent financial management, high quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products including stocks, bonds, and over 13,000 mutual funds.

    At New York Life You will be in business for yourself but never by yourself.
  • Equitable Advisors LLC

    Financial Advisor

    1 week ago

    Equitable Advisors LLC Charlotte, United States

    Equitable Advisors - Financial Advisor (Entry-level) · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions, an ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual Charlotte, United States

    Financial Advisor - Charlotte and Huntersville/Lake Norman · Our group in Charlotte and Huntersville, NC is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with ot ...

  • Northwestern Mutual

    Financial Advisor

    6 days ago

    Northwestern Mutual Charlotte, United States

    Entrepreneurship while making an impact. · This is a career shift that could change everything. · If you've considered starting a business, this may be what you're looking for. · As a Financial Advisor, you will work with individuals, families, and small businesses to help them p ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual Charlotte, United States

    Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading traini ...

  • Northwestern Mutual

    Financial Advisor

    3 days ago

    Northwestern Mutual Charlotte, United States

    Entrepreneurship while making an impact. · This is a career shift that could change everything. · If youve considered starting a business, this may be what youre looking for. · As a Financial Advisor, you will work with individuals, families, and small businesses to help them ...

  • Northwestern Mutual

    Financial Advisor

    1 day ago

    Northwestern Mutual Charlotte, United States

    GET MORE OUT OF YOUR CAREER · Choose a career where changing and impacting someone else's life for the better is also life-changing for you – personally, professionally, and financially. · FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL · Are you looking for more fulfillment from you ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual Charlotte, United States

    Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading traini ...

  • Northwestern Mutual

    Financial Advisor

    1 day ago

    Northwestern Mutual Charlotte, United States

    GET MORE OUT OF YOUR CAREER · Choose a career where changing and impacting someone elses life for the better is also life-changing for you personally, professionally, and financially. · FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL · Are you looking for more fulfillment from you ...

  • NebulaWorks

    Financial Advisor

    1 week ago

    NebulaWorks Lesslie, United States

    With nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and the specialist for insurance and retirement planning. · Join a community where collaboration is valued - and has been for over 100 year ...

  • New York Life

    Financial Advisor

    1 week ago

    New York Life Charlotte, United States

    · Partner With Us And See Your Career Grow With New York Life · Are you ready to launch a career and not settle for just another job? Do you see yourself running a business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise ca ...

  • KiddFinancing

    Financial Advisor

    1 week ago

    KiddFinancing Charlotte, United States

    *Must Be Authorized to Work In US* · We work in partnership with one of the largest non-captive broker dealers, meaning were partnered with some of the top companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and more. · JOB SUMMARY: · Do you have ...

  • RogueSearch

    Senior Financial Advisor

    1 week ago

    RogueSearch Charlotte, United States

    Senior Financial Advisor · Charlotte, NC · Mooresville, NC · Shelby, NC · If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. Step into existing AUM and utilize a multiple-bank branch referral network fo ...

  • A4 Wealth Advisors LLC

    Junior Financial Advisor

    1 week ago

    A4 Wealth Advisors LLC Charlotte, United States

    Job Description · Job Description · Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? A4 Wealth Advisors, LLC., a financial services firm in Huntersville, NC, has an opening for a full-time Junior Financial Advisor - and ...

  • New York Life Charlotte

    Financial Professional Advisor

    2 weeks ago

    New York Life Charlotte Charlotte, United States

    · Are you a hard worker with these leadership qualities?Relatable · Ambitious · Coachable · Clear communicator · Self-disciplined · Entrepreneurial · If the answer is yes, consider becoming a Financial Professional Advisor to drive a positive impact in the lives of familie ...

  • A4 Wealth Advisors LLC

    Junior Financial Advisor

    1 day ago

    A4 Wealth Advisors LLC Charlotte, United States

    Job Description · Job Description · Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? A4 Wealth Advisors, LLC., a financial services firm in Huntersville, NC, has an opening for a full-time Junior Financial Advisor - and ...

  • Stone Press Financial Group

    Experienced Financial Advisor

    5 days ago

    Stone Press Financial Group Charlotte, United States

    Job Description · Job Description · Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial ...

  • A4 Wealth Advisors, LLC

    Junior Financial Advisor

    1 week ago

    A4 Wealth Advisors, LLC Charlotte, United States

    Job Description · Job DescriptionAre you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? A4 Wealth Advisors, LLC., a financial services firm in Huntersville, NC, has an opening for a full-time Junior Financial Advisor - and this ...

  • Stone Press Financial Group

    Experienced Financial Advisor

    1 week ago

    Stone Press Financial Group Charlotte, United States

    Job Description · Job DescriptionStone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial stra ...

  • Paramount leadership development

    Financial Advisor Remote

    2 days ago

    Paramount leadership development Charlotte, United States

    Job Description · Job DescriptionAt our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take contr ...

  • Stone Press Financial Group

    Experienced Financial Advisor

    2 days ago

    Stone Press Financial Group Charlotte, United States

    Job Description · Job DescriptionStone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial stra ...