- Develop comprehensive financial plans for clients based on their financial goals and risk tolerance
- Regularly review and analyze clients' financial portfolios to ensure alignment with their objectives and market conditions
- Provide personalized financial advice and guidance to clients on insurance, investment opportunities, retirement planning, and wealth management strategies
- Identify new business opportunities through networking, client referrals, and strategic prospecting efforts
- Stay up-to-date on industry trends, regulations, and best practices to enhance the quality of financial services provided to clients
- Bachelor's degree in Finance or a related field
- Financial Advisor License (Series 6 or 7 and 63)
- Minimum 2 years of sales experience in the financial services industry
- Strong background in insurance products
- US Work Authorization
-
Financial Professional
2 weeks ago
My3Tech Tallahassee, United StatesWe are seeking a dedicated "Financial Specialist" to join our team. · Job: Event Closeout Team-Financial Specialist · Location : 2555 Shumard Oak Blvd Tallahassee, FL 32399 · Consultant pay rate: $25.23/hr on W2 (All Inclusive) · URGENT PRIORITY REQUEST FOR ADDITIONAL CANDIDATES, ...
-
Financial Professional
4 weeks ago
New York Life - Tallahassee - Leon Tallahassee, United StatesJob Description · Job DescriptionAre you a leader who has the following traits? · • Competitive · • Entrepreneurial · • Coachable · • Communicative · • Self-disciplined · • Authentic · If the answer is yes, consider becoming an insurance agent to drive positive impact in the live ...
-
Consulting Manager"
2 weeks ago
Atlas Ventures Leon, United StatesAbout crossconsulting GmbH: · 360° consulting - from strategy development to implementation. · We are an independent management consulting firm with a focus on financial service providers such as banks and insurance companies. As part of a group of companies with a company builde ...
-
cfo
3 weeks ago
Thomas Howell Ferguson P.A. CPAs Tallahassee, United StatesCompany Background · Thomas Howell Ferguson P.A. CPAs (THF) is a growing, large regional, Top 200 public accounting firm. The firm holds membership with the RSM US Alliance and CPAmerica International, enabling them to collaborate and share ideas, and to have access to the latest ...
-
Senior Accountant/Controller
3 weeks ago
IMS Business Tallahassee, United StatesWe are looking to strengthen our team by adding an additional Controller to our Tallahassee, FL office. This person will work with clients, supervise junior bookkeepers, oversee general accounting operations, control and verify financial transactions, analyze financial reports, a ...
-
chief of financial
3 weeks ago
State of Florida Tallahassee, United StatesRequisition No: · Agency: Management Services · Working Title: CHIEF OF FINANCIAL & FISCAL MANAGEMENT · Pay Plan: SES · Position Number: · Salary: $88, $90,000.00 · Posting Closing Date: 05/29/2024 · Total Compensation Estimator Tool · Chief of Financial and Fiscal Managemen ...
-
Senior Financial Analyst
3 weeks ago
The Facilities Group Tallahassee, United StatesWho We Are:The Facilities Group (TFG), headquartered in Tampa, FL, is a family of commercial facilities maintenance companies, providing best-in-class service to over 25,000 locations across the country. The Facilities Group partners with the premier local, regional, and national ...
-
Sr. Financial Analyst
3 weeks ago
LHH Tallahassee, United StatesSenior Financial Analyst, Global FP&A (Hybrid - Greater Orlando area)About LHH: We help companies simplify the complexity associated with transforming their leadership and workforce so they can accelerate results, with less risk. Global Solutions: Career Transition, Leadership De ...
-
Application Architect
2 weeks ago
V2Soft Tallahassee, United StatesVSoft ( ) is a global company, headquartered out of Bloomfield Hills, Michigan, with locations in Mexico, Italy, India, China, and Germany. At VSoft, our mission is to provide high-performance technology solutions to solve real business problems. We become our customer's true par ...
-
Auditor (AG)
3 weeks ago
The Florida Legislature Tallahassee, United StatesThe Florida LegislatureFlorida Auditor General's OfficeJob Title Auditor (AG) · The Florida LegislatureFlorida Auditor General's OfficeJob Title Auditor (AG) General Summary · An Auditor performs responsible, professional work in conducting financial audits, operational audits, ...
-
Senior Auditor
3 weeks ago
The Florida Legislature Tallahassee, United StatesThe Florida LegislatureFlorida Auditor General's OfficeJob Title Senior Auditor (AG) · The Florida LegislatureFlorida Auditor General's OfficeJob Title Senior Auditor (AG) General Summary · A Senior Auditor performs responsible, professional work in conducting financial audits, ...
-
RAD Tech
2 days ago
WorkSquare Tallahassee, United States· Why Apply For This Job?: Pay consistent with experience, negotiable and with competative rates. Fast interview with 24 hour prescreening guaranteed once you apply for this position. Travel position that will be consistent with the possibility of overtime and contract extension ...
-
Program Specialist III
3 weeks ago
State of Florida Tallahassee, United StatesRequisition No: · Agency: Department of Education · Working Title: Program Specialist III - DOE · Pay Plan: Career Service · Position Number: · Salary: Salary Range: $42, $51,332.11 · Posting Closing Date: 06/11/2024 · Total Compensation Estimator Tool · Florida Department of ...
-
Service Specialist 1 PT
1 week ago
CAMPUS USA Credit Union Tallahassee, United States Part timeDescription · Hours for this position are Monday through Thursday 11:45am to 5:15pm, Friday 12:45pm to 6:15pm, and 1-2 Saturdays per month from 8:45am to 12:15pm · Role · Immediately greets and assists members or potential members upon arrival by processing financial transacti ...
-
Executive Director
2 weeks ago
Starling Tallahassee, United StatesWelcome to The Grove at Canopy. Welcome Home. · The Grove at Canopy is operated by Starling, based out of Jacksonville, FL. Starling is an owner operator of multiple properties within the Southeast Region. · The professional selected for this dynamic role will manage all aspect ...
-
Senior Financial Analyst
3 weeks ago
Southeast QSR, LLC Tallahassee, United StatesWe are one of the largest Taco Bell franchisees and are Taco Bell's top-performing large franchise organization due to its investment in people. We are a hard-charging and innovative organization with unmatched compensation, culture, and professional development & training, and a ...
-
Fiscal Analyst I
3 weeks ago
City of Mount Dora Tallahassee, United StatesUnder general supervision, performs the full range of professional level fiscal analyst tasks and duties assigned to classes within the Analyst series including payroll process; maintain, develop and analyze fiscal statements and records; prepare financial reports in accordance w ...
-
financial analyst
2 weeks ago
State of Florida Tallahassee, United StatesRequisition No: · Agency: Department of Lottery · Working Title: FINANCIAL ANALYST · Pay Plan: Lottery Exempt Serv · Position Number: · Salary: 42,753.36 · Posting Closing Date: 06/05/2024 · Total Compensation Estimator Tool · FINANCIAL ANALYST · DEPARTMENT OF LOTTERY · DIV ...
-
Community tion Manager
2 weeks ago
Associa Tallahassee, United States Full timeJob Description · Associa is currently looking for a Licensed Community Association Manager (LCAM) to join our team in Tallahassee, FL. As a Community Association Manager, you will work closely with our clients and vendors, and partner with other Associa departments. To be succe ...
-
Territory Manager
2 weeks ago
Stryker Tallahassee, United States Full timeWhy join Stryker? · We are proud to be named one of the World's Best Workplaces and a Best Workplace for Diversity by Fortune Magazine Learn more about our award-winning organization by visiting · Stryker Neurovascular is focused on advancing the practice of less-invasive stroke ...
Experienced Financial Professional - Tallahassee, United States - New York Life - Tallahassee - Leon
Description
Job Description
Job DescriptionAre you an Experienced Financial Professional looking to make a significant impact? Join our team at New York Life - Tallahassee - Leon in Tallahassee, FL, US, where the salary ranges from $80,000 to $120,000 yearly. We are a reputable company committed to empowering our community through financial stability. As part of our team, you will have the opportunity to work with a diverse clientele, assisting them in achieving their financial goals and securing their futures. Your expertise will be valued as you provide personalized financial solutions that make a real difference in people's lives. Take the next step in your career with us today.
Compensation:$80,000 - $120,000 yearly
Responsibilities:About New York Life...
As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business
for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since
1854, we've paid dividends to eligible policyholders.8 To prepare for the future, we are constantly innovating and looking ahead
to find more ways to increase value for our clients.