- Passion to help people
- Integrity
- Attitude for success
- Enthusiasm
- Self-discipline
- Resilience
- Goal-Oriented
- Coachable
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
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Financial Professional
6 days ago
AXA Advisors Atlanta, United StatesAXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 50 branches across the country employing approximately 5,000 financial professionals. AXA Advisors ...
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Financial Professional
1 week ago
World Financial Group Atlanta, United StatesWe're transforming the financial landscape. We're building a movement of Financial Professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge and resources they need to succeed in the world of finance. · By joining our ...
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Financial Professional
4 days ago
Transamerica Atlanta, United StatesThe position is fully-remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through the company. · Our office is growing rapidly all acro ...
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Financial Professional
4 days ago
Transamerica Atlanta, United StatesWe are an independent financial services firm with a nationwide presence spanning all 50 states. With over four decades of experience, our commitment lies in addressing the financial needs of families, individuals, and businesses across the country. Operating as a non-captive bro ...
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REMOTE - Financial Professional
3 days ago
Top Flight, Inc. Atlanta, United StatesJob Description · We seek a highly motivated and results-driven individual to join our team as a Remote Financial Professional. In this performance-based remote position, you can work from anywhere while providing comprehensive financial services to clients. This role is ideal ...
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Financial Services Professional
1 week ago
World Financial Group Advisors-Angela Ruddell Atlanta, United StatesFinancial Services Professional · Flexible, Remote · Nationwide: United States · PLEASE READ ENTIRE POST BEFORE APPLYING · ABOUT THE ROLE · We are expanding nationwide and want to partner with talent who can get behind a purposeful mission. We are about helping protect p ...
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Financial Adviser Professional
4 days ago
Hickox Horizon Group Atlanta, United StatesAbout Us: · At Hickox Horizon Group, were dedicated to helping individuals, families, and businesses achieve their financial goals. Focusing on personalized service and comprehensive financial planning, we provide expert guidance and solutions tailored to our clients unique need ...
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Bilingual Financial Professional
3 weeks ago
New York Life Greater Atlanta Atlanta, United StatesJob Description · Job DescriptionThe Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York Life, you will guide individuals, families, and businesses alike i ...
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Financial Services Professional
1 day ago
World Financial Group Advisors-Angela Ruddell Atlanta, United StatesFinancial Services Professional · Flexible Schedule · Nationwide: United States · PLEASE READ ENTIRE POST BEFORE APPLYING: Income is Commission based only · ABOUT THE ROLE: · We are expanding nationwide and want to partner with talent who can get behind a purposeful mission. We ...
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Bilingual Financial Professional
2 days ago
New York Life Greater Atlanta Atlanta, United States· The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York Life, you will guide individuals, families, and businesses alike into the financial future they ...
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Financial Services Professional
1 week ago
World Financial Group Advisors-Angela Ruddell Atlanta, United StatesFinancial Services · Professional · Flexible, Remote · Nationwide: United States · ABOUT THE ROLE · We are expanding nationwide and want to partner with talent who can get behind a purposeful mission. We are about helping protect people in their community by increasing financia ...
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Financial services professional
3 weeks ago
New York Life Atlanta, United StatesNew York Life - · Take command of your career with New York Life. · You've served our country and served it well. Whether overseas or on home soil, the men and women of our military such as yourself deserve to be recognized for what you are: team-oriented, hardworking leaders. N ...
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Financial Services Professional
2 days ago
Careerbuilder-US Atlanta, United StatesFinancial Services Consultant · We are expanding in multiple states in North America You can work remotely – Part-time or Full-time · Overview: · We are seeking to train part-time or full-time financial professionals to help our expansion in multiple states in North America. O ...
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Entry Level Financial Professional
3 weeks ago
Transamerica Atlanta, United StatesJoin Transamerica (TFA), a respected Leader in Financial Services, and Transform Your Career Remotely · This opportunity is custom-tailored for professionals seeking remote careers. Whether you're a stay-at-home professional or looking to enhance your resume with an additional in ...
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Entry Level Financial Professional
1 week ago
KP Financial Group LLC Atlanta, United StatesWe are looking to rapidly expand providing the perfect opportunity to work from home. This position is for an Entry level financial professional (part-time or full-time). Industry demand is at an all-time high due to current times. · Our firm believes in taking on an educational ...
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Entry Level Financial Professional
3 weeks ago
Nova Financial Partners Atlanta, United StatesPlease Read Full Description: · The position is fully-remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through the company. · Nova F ...
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Entry Level Financial Professional
3 weeks ago
TFA Atlanta, United StatesThis position is fully remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their lives. No prior experience is required as you will be fully trained through the company. · Our firm is growing rapidly all across the continent ...
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HM Financial Atlanta, United States· Job description · ABOUT US · Our firm has been leading the financial services industry for over 30 years, and we are rapidly expanding. We are a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential, ...
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H M Financial Atlanta, United StatesJob description · ABOUT US · Our firm has been leading the financial services industry for over 30 years, and we are rapidly expanding. We are a non-captive broker dealer, meaning were partnered with some of the top companies in our industry, including Nationwide, Prudential, T ...
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H M Financial Atlanta, United StatesJob description · ABOUT US · Our firm has been leading the financial services industry for over 30 years, and we are rapidly expanding. We are a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential, Tr ...
Bilingual Financial Professional - Atlanta, United States - New York Life Greater Atlanta
Description
TheFinancial Professionalposition is a client-based role where you run your own practice, but have the support of a Fortune 100 company.
As a Financial Professional with New York Life, you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines.
You'll help solidify your own future as well because you'll have the opportunity to own your career while being aligned with a company where hard work is valued and rewarded.
Successful financial sales are rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply todayTraits of our most successful Associates:
Responsibilities:
Qualifications:
About Company:
New York Life Greater Atlanta's 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. Ground 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 Greater Atlanta 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.
We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security.
New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010
