Financial Professional
A company is looking for an Experienced Financial Professional.Key Responsibilities : Conduct one-on-one sessions with employees to educate on personal finance topicsContribute to content development, programming, and product for the companyPartner with leadership to create frameworks for expansionRequired Qualifications : CFP certification requiredCPA, EA, or other professional designation strongly preferredMinimum 4 years of experience in financial planning or investment advisoryExperience at a Registered Investment Advisor
Financial Professional(Bilingual Vietnamese)
We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. N9 is the current contract for new financial professionals. N8 ...
Financial Literacy Professional
We are in search of entrepreneurial-minded individuals to incorporate into the professional team to further our mission to provide American families with a financial education, options, and financial strategies to secure their financial futures (Retirement, college, protection and liquidity). Family...
Financial Professional
As a Financial Professional, you will be responsible for day-to-day tasks in financial planning, financial reporting, and communication. This is a full-time on-site role as a Financial Professional at New York Life Insurance Company located in San Jose, CA. Financial Planning and Finance skills. Exp...
Experienced Financial Services/ Insurance Professional/ Registered Representative
Through New York Life, Eagle Strategies, and NYLIFE Securities, our Financial Professionals offer an array of financial products and services as well as exceptional service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee be...
Entry-Level Financial Professional
We believe in a holistic approach to financial empowerment, which is why we have a three-part mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; and turn wealth into impact. You will engage with clients, providing financi...
Financial Professional –Bilingual (Korean)
Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Building and maintaining long-term relationships with your clients is one of the most rewarding aspects of being a Financial Professional and it’s the reason why many people enter and stay in th...
Financial Professional(Bilingual Vietnamese)
We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. N9 is the current contract for new financial professionals. N8 contra...
Financial Professional –Bilingual (Spanish)
Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Building and maintaining long-term relationships with your clients is one of the most rewarding aspects of being a Financial Professional and it’s the reason why many people enter and stay in th...
Bilingual Financial Professional
Are you in search of a rewarding career with a significant impact? New York Life is actively seeking a Bilingual Financial Professional in Bay Area, CA, who will have a pivotal role in steering clients toward financial stability. Assist clients in constructing a secure and lasting financial strategy...
Entry-Level Financial Professional
We believe in a holistic approach to financial empowermentwhich is why we have a threepart mission that guides our work:build and secure wealth for families and individuals; create amovement of financial professionals; and turn wealth intoimpact. Youwill engage with clients providing financial educa...