- Manage their own work schedule and establish an attractive work/life balance.
- Build their career with significant income potential.
- Grow their business supported by the financial strength and integrity of New York Life.
- Make a difference in their community by helping others achieve financial peace of mind.
- Customize their career path to match their personal financial goals.
- Experience a lifetime of learning and professional development.
- Enjoy recognition and rewards for their financial achievements.
- Define their career path as a Financial Services agent and have the opportunity for management
- Health/Dental/Life/Disability
- 401 (k) plan after one year of service and Pension Plan
- Continuing education reimbursement
- Reimbursement for industry designations Training: NYLIC University: One of the most comprehensive and well-respected training programs in the industry
- Build relationships with clients beyond a financial/ transactional basis.
- Develop your professional skills and sales knowledge.
- Develop and implement business and marketing plans.
- Prospect for potential clients.
- Schedule appointments and meet with clients.
- Discuss the financial concerns and needs of individuals.
- Present potential solutions using our world-class suite of products and services.
- Provide ongoing support to existing clients
- Organized, detail-oriented, and excellent time management skills.
- Strong sales, leadership, and communication skills.
- Ability to work in a team-based environment.
- College Degree preferred.
- Sales experience preferred.
- Highly self-motivated and self-disciplined.
- Relationship building and networking abilities.
- FINRA Series 6/63, Series - not required.
- Financial Industry background a plus
- Build relationships with clients beyond a financial/ transactional basis.
- Develop your professional skills and sales knowledge.
- Develop and implement business and marketing plans.
- Prospect for potential clients.
- Schedule appointments and meet with clients.
- Discuss the financial concerns and needs of individuals.
- Present potential solutions using our world-class suite of products and services.
- Provide ongoing support to existing clients
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Financial Advisor
Found in: Appcast Linkedin GBL C2 - 5 days ago
Equitable Advisors Charlotte, United StatesEquitable 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, and ...
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Financial Advisor
Found in: Lensa US 4 C2 - 4 days ago
HomeTrust Bank Charlotte, United StatesJob Summary · The Financial Advisor offers appropriate investment products to existing and prospective clients and provides ongoing service to all existing clients. They are responsible for identifying and understanding client needs and objectives, and for making appropriate inv ...
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Financial Advisor
Found in: Lensa US 4 C2 - 4 days 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 ...
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Financial Advisor
Found in: ZipRecruiter Test10S US C2 - 1 day ago
New York Life Charlotte, United StatesJob Description · Job DescriptionPartner 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 satisfacti ...
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Junior Financial Advisor
Found in: Lensa US 4 C2 - 1 day ago
A4 Wealth Advisors LLC Charlotte, United StatesJob 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 ...
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Junior Financial Advisor
Found in: ZipRecruiter Standard US C2 - 8 hours ago
A4 Wealth Advisors, LLC Charlotte, United StatesJob 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 ...
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Financial Professional Advisor
Found in: Lensa US 4 C2 - 6 days 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 ...
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Financial Professional Advisor
Found in: ZipRecruiter Test10S US C2 - 2 days ago
New York Life Charlotte Charlotte, United StatesJob Description · Job DescriptionAre 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 imp ...
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Experienced Financial Advisor
Found in: ZipRecruiter Test10S US C2 - 2 days ago
Stone Press Financial Group Charlotte, United StatesJob 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 ...
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Senior Financial Advisor
Found in: Appcast Linkedin GBL C2 - 1 day ago
Ascendo Resources Charlotte, United StatesThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. · Responsibilities · Provide ...
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Financial Analyst Advisor
Found in: beBee S2 US - 3 days ago
Jack Henry & Associates Charlotte, United States Full timeAt Jack Henry & Associates, we deliver technology solutions that are digitally transforming and empowering community banks and credit unions to provide enhanced and streamlined user experiences to their customers and members. Our best-in-class products are just the start as we la ...
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Entry Level Financial Advisor
Found in: ZipRecruiter Test10S US C2 - 2 days ago
Stone Press Financial Group Charlotte, United StatesJob Description · Job DescriptionDo you have an entrepreneurial spirit? · At Stone Press Financial Group, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day. We believe that growth isnt ...
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Entry Level Financial Advisor
Found in: Lensa US 4 C2 - 4 days ago
Stone Press Financial Group Charlotte, United StatesJob Description · Job Description · Do you have an entrepreneurial spirit? · At Stone Press Financial Group, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day. We believe that growth ...
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Entry Level Financial Advisor
Found in: Lensa US 4 C2 - 4 days ago
New York Life- Charlotte, NC Charlotte, United StatesGrow 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 cli ...
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Entry Level Financial Advisor
Found in: ZipRecruiter Test10S US C2 - 2 days ago
New York Life Charlotte, United StatesJob Description · Job DescriptionGrow 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 wi ...
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Entry Level Financial Advisor
Found in: ZipRecruiter Test10S US C2 - 10 hours ago
New York Life- Charlotte, NC Charlotte, United StatesJob Description · Job DescriptionGrow 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 ...
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Financial Advisor
Found in: Lensa US 4 C2 - 3 days ago
Wealth Enhancement Group Huntersville, United StatesAbout Wealth Enhancement Group · Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi ...
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Financial Advisor Business Consultant
Found in: Lensa US 4 C2 - 4 days ago
FIG Talent Solutions Cornelius, United StatesFinancial Advisor Business Consultant · Job Description · Required Qualifications: · Practice Management & Business Development experience in the financial services industry · Sales background (client facing) · Operations background · Strong listening and consulting skills · Sys ...
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Financial Advisor Business Consultant
Found in: Lensa US 4 C2 - 3 days ago
FIG Talent Solutions Cornelius, United StatesFinancial Advisor Business Consultant · Job Description · Required Qualifications: · Practice Management & Business Development experience in the financial services industry · Sales background (client facing) · Operations background · Strong listening and consulting skills ...
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Sfa (W/m/d) - Bookkeeping, Financial Statements
Found in: Orion Innovations US - 5 days ago
Oceanic Ventures Pineville, NC, United States Freelance**Job Description: Tax Advisor in Pineville, NC** · **Your workplace is located in an exceptionally attractive tax advisor center. You have access to state-of-the-art technical equipment and work with a very interesting client base. You can also use an electric vehicle. Are you i ...
Financial Advisor - Charlotte, United States - New York Life
Description
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 can bring? If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner.
Benefits:
Responsibilities:
Qualifications:
Compensation:
$115,000 at plan yearly
