-
Financial Advisor
1 week ago
NovaTech Solutions Lewisville, United StatesWith nearly 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 100 ye ...
-
Financial Advisor
3 days ago
Northwestern Mutual Frisco, United StatesJob Description · Job DescriptionFinancial Representative · As a Northwestern Mutual Financial Representative, you would be the center of your clients' financial lives while operating in three pillars: Risk Management, Wealth Accumulation, and Wealth Preservation/Distribution. Th ...
-
Financial Advisor II
1 week ago
Frost Bank Frisco, United StatesJob Description · It's about helping others establish a financial foundation and build their dreams. · Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving custome ...
-
Financial Advisor
5 days ago
Edward Jones The Colony, United StatesThe freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. · While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than ...
-
Financial Advisor
2 weeks ago
American National Bank of Texas Allen, United StatesThe Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards · long-term financial goals. Other responsibilities include: · Meeting with clients to discuss their financial goals and current financial position ...
-
Financial Advisor
1 day ago
Prudential Advisors Plano, United StatesAre you an experienced Financial Advisor seeking an opportunity to serve your clients better? · At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction · Prudential Advisors is looking for an experienced financia ...
-
Financial Advisor
1 week ago
Prudential Advisors Plano, United StatesAre you an experienced Financial Advisor seeking an opportunity to serve your clients better? At Prudential Advisors, we can offer you ***** More support, more clients, more compensation, and more client satisfactionPrudential Advisors is looking for an experienced financial prof ...
-
Financial Advisor
3 days ago
Prudential Advisors Plano, United StatesAre you an experienced Financial Advisor seeking an opportunity to serve your clients better? · At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction · Prudential Advisors is looking for an experienced financia ...
-
Financial Advisor
1 week ago
Atria Wealth Solutions Plano, United StatesJoin a Winning Team · CUSO Financial Services, LP (CFS) , in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area. · InTouch Credit Union is a not-for-profit commun ...
-
Financial Advisor
1 week ago
Cetera Investment Services LLC Lewisville, United StatesJOB FUNCTION / SUMMARY: · Financial Advisors consult with clients and prospective clients to determine the best course of action(s) designed to help meet their financial and investment goals. · ESSENTIAL DUTIES & RESPONSIBILITIES: · Completes a suitability review with client t ...
-
Financial Advisor
6 days ago
Edward Jones Mesquite, United StatesJob Description · The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. · While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a ...
-
Financial Advisor
4 days ago
Atria Wealth Solutions Plano, United StatesJob Description · Job DescriptionJoin a Winning Team · CUSO Financial Services, LP (CFS), in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area. · InTouch Credit Un ...
-
Financial Advisor
6 days ago
Edward Jones Mesquite, United StatesThe freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. · While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than ...
-
Financial Advisor
1 week ago
Prudential Advisors Dallas, United StatesAre you an experienced Financial Advisor seeking an opportunity to serve your clients better? · At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction · Prudential Advisors is looking for an experienced financia ...
-
Financial Advisor
1 week ago
Lemnis Capital Dallas, United StatesWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variet ...
-
Financial Advisor
6 days ago
Northwestern Mutual Dallas, United StatesJob Description · Job Description · Financial Representative · As a Northwestern Mutual Financial Representative, you would be the center of your clients' financial lives while operating in three pillars: Risk Management, Wealth Accumulation, and Wealth · Preservation/Distribu ...
-
Financial Advisor
2 weeks ago
Magellan Financial Inc Dallas, United StatesAbout Open Air Advisors: · Discover your next professional community at Open Air Advisors, situated in the lively city of Dallas, Texas. Renowned for our specialized retirement planning and wealth management solutions, we view ourselves as more than just a firm—we are an active c ...
-
Financial Advisor
1 week ago
Magellan Financial Inc Dallas, United States2 days ago · Be among the first 25 applicants · Magellan Financial & Insurance Services, Inc. provided pay range · This range is provided by Magellan Financial & Insurance Services, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to ...
-
Financial Advisor
4 days ago
Magellan Financial Inc Dallas, United States3 days ago · Be among the first 25 applicants · Magellan Financial & Insurance Services, Inc. provided pay range · This range is provided by Magellan Financial & Insurance Services, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to ...
-
Financial Advisor
2 weeks ago
PNC Financial Services Group Flower Mound, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
Financial Advisor - Frisco, United States - New York Life
Description
Job Description
Job DescriptionCareer Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent financial management, high-quality products and impeccable service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, specials needs planning, legacy and estate planning.
Training, Support and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
You will be in business for yourself – but never by yourself.
Qualifications: We require motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and ability to communicate complex ideas. The candidate must also have the ability to successfully network and prospect for new clients, must have excellent communication skills and effective relationship management skills.
Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)1. For 65 Consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world2. New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 20193.
Mission statement and values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Company DescriptionAs a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients' interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We've seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we'll always be there for our policy owners, and for future generations.*Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies.
1 New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18.
2 MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
3 Based on Fortune Magazine 'Worlds Most Admired Companies' 2019 ranking: To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company's score must rank in the top half of its industry survey to be listed.
4 Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity
SMRU /1/20
Company Description
As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients' interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We've seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we'll always be there for our policy owners, and for future generations.\r\r
\r
\r
*Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies.\r
\r
\r
\r
1 New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18.\r
\r
2 MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019\r
\r
3 Based on Fortune Magazine 'Worlds Most Admired Companies' 2019 ranking: To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company's score must rank in the top half of its industry survey to be listed.\r
\r
4 Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see \r
\r
\r
\r
\r
\r
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity\r
\r
\r
\r
SMRU /1/20