- Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
- Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
- Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
- Must possess uncompromising integrity and the ability to communicate complex ideas
- Strong relationship management skills and/or experience required
- Must have the ability to successfully network and prospect for new clients
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Financial Advisor
4 weeks ago
First Command Financial Services, Inc Greenville, United States Full time/RegularFinancial Advisor · 4 out of 5 of our Advisors are veterans or military spouses · Who we are: · First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal ...
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Financial Advisor
2 weeks ago
Atria Wealth Solutions Greenville, United StatesThrough its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area. · Truliant's mission is to improve lives by putting our members first, providing great service and straight ...
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Financial Advisor
2 weeks ago
Atria Wealth Solutions Greenville, United StatesThrough its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area. · Truliant's mission is to improve lives by putting our members first, providing great service and straight ...
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Financial Advisor
2 weeks ago
Atria Wealth Solutions Greenville, United StatesJob Description · Job DescriptionThrough its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area. · Truliant's mission is to improve lives by putting our members first, prov ...
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Associate Financial Advisor
6 days ago
Edward Jones Greenville, United StatesJob Description · Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visibl ...
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Associate Financial Advisor
3 days ago
Edward Jones Greenville, United States Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the c ...
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Associate Financial Advisor
3 weeks ago
Edward Jones Greenville, United StatesWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. · At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Bran ...
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Sr Financial Advisor
2 days ago
NFP Greenville, United StatesWho We Are · NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Agency award winner ...
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Experienced Financial Advisor
2 weeks ago
Stone Press Financial Group Greenville, 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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Experienced Financial Advisor
3 weeks ago
Stone Press Financial Group Greenville, United StatesJob 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 ...
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Experienced Financial Advisor
3 weeks ago
Stone Press Financial Group Greenville, 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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Entry Level Financial Advisor
2 weeks ago
Stone Press Financial Group Greenville, 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 isn ...
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Financial Advisor
1 week ago
Truliant Federal Credit Union Greenville, United StatesTruliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of imp ...
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Associate Financial Advisor
4 weeks ago
Edward Jones Greenville, United StatesWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. · At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branc ...
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Entry Level Financial Advisor
2 weeks ago
Stone Press Financial Group Greenville, United StatesDo 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 just about numbers, it's about k ...
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Entry Level Financial Advisor
2 weeks ago
Stone Press Financial Group Greenville, 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
12 hours ago
New York Life - Greenville, South Carolina Greenville, United StatesJob Description · Job DescriptionOur 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. Grounde ...
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Associate Financial Advisor
2 weeks ago
Edward Jones Greenville, United StatesClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the cl ...
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Associate Financial Advisor
6 days ago
Edward Jones Greenville, United StatesClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the clie ...
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Associate Financial Advisor
3 weeks ago
Edward Jones Greenville, United StatesClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the ...
Entry-level Financial Advisor - Greenville, United States - New York Life
Description
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.
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
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 ability 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.About New York Life:
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 2019.Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance.
New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.3- 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
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
Responsibilities
Qualifications
Entry-level Financial Advisor professionals in Greenville
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Marilyn Zuluaga
Bachelor in international Business