- Passion to help people
- Integrity
- Attitude for success
- Enthusiasm
- Self-discipline
- Resilience
- Goal-Oriented
- Coachable
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Financial Professional
2 weeks ago
New York Life Atlanta, United StatesNew York Life - Silicon Valley - · New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disabil ...
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Financial Professional
2 days 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
1 week ago
Global Financial Impact - Brian Garcia Atlanta, United StatesJob Description · Job DescriptionThe 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. · We see ...
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Financial Professional
3 weeks 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 inco me to their resume. No prior experience is required as we have an incredible training program through the company. · Our office is growing rapidly all acr ...
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REMOTE - Financial Professional
3 weeks ago
Top Flight 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
8 hours 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
2 days 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 services professional
2 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 Professional
2 weeks ago
Prudential Financial Atlanta, United StatesTake your career to the next level at Prudential Advisors Change your life by helping others change theirs · We have an opening for a highly motivated analytical individual to join us in our Atlanta firm. In general, the entrepreneurial individual who successfully qualifies and i ...
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Financial Professional
3 weeks ago
Equitable Advisors LLC Atlanta, United StatesOverview · You are a leader. You have the vision to chart long-term strategies and the persistence to put those strategies into practice. We are leaders with perseverance and discipline, and we can look forward to the opportunity for a satisfying professional future. · Equitabl ...
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Financial Professional
3 weeks 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
3 weeks 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 inco me to their resume. No prior experience is required as we have an incredible training program through the company. · Our office is growing rapidly all acr ...
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Financial Professional
2 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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Financial Professional
3 weeks 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 inco me to their resume. No prior experience is required as we have an incredible training program through the company. Our office is growing rapidly all across ...
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Financial Professional
3 weeks 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 inco me to their resume. No prior experience is required as we have an incredible training program through the company. · Our office is growing rapidly all acr ...
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Entry Level Financial Professional
2 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
2 days 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
2 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 youre a stay-at-home professional or looking to enhance your resume with an additional in ...
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Entry Level Financial Professional
2 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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Entry Level Financial Professional
3 weeks ago
Ascent Capital TFA Atlanta, United StatesRead 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. · Ascent Capi ...
Bilingual Financial Professional - Atlanta, United States - New York Life Greater Atlanta
Description
Bilingual
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 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 today
Traits of our most successful Associates:
•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
Qualifications
•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
•Though not required, a valid FINRA Series 7 and 63/66 license is considered a plus