Our Billing Specialist will be responsible for managing the billing process, ensuring accurate and timely invoicing in PestPac, managing billing discrepancies and collaborating with operations and finance to maintain compliance with billing guidelines and implementing efficient billing procedures.
Apr 15, 2026
Full time
Our Billing Specialist will be responsible for managing the billing process, ensuring accurate and timely invoicing in PestPac, managing billing discrepancies and collaborating with operations and finance to maintain compliance with billing guidelines and implementing efficient billing procedures.
Wealth Builders Alliance
remote/ East Point, GA 30344
We are seeking motivated individuals to join our growing life insurance brokerage as independent agents. This is a commission-based opportunity designed for individuals who are driven, coachable, and interested in building a career in financial services.
No prior experience is required. We provide mentorship, training, and guidance to help you obtain your life insurance license and succeed in the industry.
Apr 06, 2026
Full time
We are seeking motivated individuals to join our growing life insurance brokerage as independent agents. This is a commission-based opportunity designed for individuals who are driven, coachable, and interested in building a career in financial services.
No prior experience is required. We provide mentorship, training, and guidance to help you obtain your life insurance license and succeed in the industry.
Meaningful work. Rewarding career.
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.
Desired Characteristics
Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
Apr 01, 2026
Full time
Meaningful work. Rewarding career.
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.
Desired Characteristics
Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
JOB TITLE Collections Associate
LOCATION: Las Vegas, Nevada
HOURLY RATE : $19.00+ Pay increase after 12 months + Tenure Bonuses
Additional Earning Potential: Gamification incentives available
The Company:
Sunbit builds financial technology for real life. Our AI-native platform helps more people get to “yes” at the moments that matter with personalized offers, transparent terms, and no added consumer fees. In stores, practices and service centers across the country, Sunbit provides a fast, fair pay-over-time option. For everything else, the Sunbit Credit Card delivers a modern, no-fee credit experience managed in a powerful mobile app.
We are guided by people-centered values: Serve Others Before Self, Include Always, Connect Genuinely, Innovate for Good. These values shape how we build, how we support customers and merchants, and how we work with each other.
What makes Sunbit different is an AI-native infrastructure that runs through the full customer and merchant journey. Our interconnected AI systems power instant decisioning, streamline fraud checks with human-in-the-loop safeguards, and enable highly personalized offers at scale. The result is a quick, fair, and simple experience for consumers and merchants.
We pair this technology with inclusion and transparency. Sunbit delivers industry-leading approval rates — 90%+ in auto service and 85%+ in dental — while maintaining zero consumer fee-based revenue. It is a better way to serve people and merchants, proven at scale.
Today, Sunbit is available across a nationwide, in-person merchant network of 30,000+ locations spanning auto service centers, dental and optical practices, veterinary clinics, and other specialty services. We help teams say “yes” more often and help customers move forward with confidence.
The Role:
The team at Sunbit is looking for a self-motivated and ambitious Collections Associate I for our Las Vegas, Nevada office. Your primary responsibility will be to contact our valued customers with overdue accounts and work together to find a resolution. Additional key duties include monitoring accounts to identify outstanding debts and collecting the overdue amount or negotiating a payment plan to collect payments in installments. This will be an hourly position that requires schedule flexibility with possible nights and/or weekends.
Please Note: This position is in a Call Center, in office (non-remote) environment
What You’ll Be Doing:
Contact customers with overdue accounts and attempt to either collect the overdue amount or negotiate a payment plan to collect the payment in installments
Maintain records of contacts and attempted contacts with delinquent account customers as well as records of any payments collected from the customer
Submit regular reports on the status of unpaid accounts and any repayment progress
Comply with all federal and state rules and regulations governing collections
What You Bring to the Table:
2+ Years Collections experience
Prior Call Center experience (both B2B and B2C experience is a plus)
Good listening skills
Strong communication and negotiation skills
Patience and stress management
Problem-solving and critical thinking skills
Friendly and helpful phone demeanor
Basic technical troubleshooting skills
Strong typing and computer skills
This role requires the ability to access Sunbit systems from a mobile device using biometric authentication (e.g., FaceID or fingerprint).
Why Choose Sunbit?
Sunbit is recognized as one of the fastest-growing and most admired fintech companies, earning honors from Inc. 5000 (four consecutive years), Forbes Fintech 50, Deloitte Technology Fast 500, Financial Times, and FinTech Breakthrough for its innovation and impact. The company has also been featured among Newsweek’s Most Loved Workplaces and CB Insights’ Unicorn Companies, reflecting a valuation of $1.1B.
People choose Sunbit for its people-first culture rooted in service, inclusion, and real-world impact. Powered by AI that helps people in life’s critical moments—offering high approvals, speed, and zero fees—Sunbit has achieved proven scale across tens of thousands of merchants and millions of transactions. Its fast, fair, and simple financial products empower consumers and partners alike through clarity and trust.
Perks Included:
Join a A Most Loved Workplace and #306 on the 2022 Inc 5000 list
Mission driven + empowered + collaborative environment
State of the art customer care contact center
Competitive pay and stock options
12 days of PTO your first year with increases thereafter + Holiday Pay
Health Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Maternity Leave
Newly added HSA and Pet Insurance
401K Plan with Matching
Casual Dress
Other fun team events and Spirit Days
Open door policy / Open office floor plan
Cultural Competencies for Success at Sunbit:
Serve others before self- Takes care of customers, and partners in a manner that demonstrates they are important
Own the impact- Ability to troubleshoot a variety of matters and holding yourself accountable. Strong organizational and time management skills with the ability to prioritize effectively
Connect genuinely- Build and maintain strong relationships with both customers and partners. Speak with customers and partners in a friendly, helpful and open demeanor
Act fast- Thrive in a fast-paced environment while maintaining a high level of support
Include always- Communicate well verbally and in writing, demonstrating empathy and understanding
Innovate for good- Establishes scalable capabilities by applying best practices to your workday.
Mar 28, 2026
Full time
JOB TITLE Collections Associate
LOCATION: Las Vegas, Nevada
HOURLY RATE : $19.00+ Pay increase after 12 months + Tenure Bonuses
Additional Earning Potential: Gamification incentives available
The Company:
Sunbit builds financial technology for real life. Our AI-native platform helps more people get to “yes” at the moments that matter with personalized offers, transparent terms, and no added consumer fees. In stores, practices and service centers across the country, Sunbit provides a fast, fair pay-over-time option. For everything else, the Sunbit Credit Card delivers a modern, no-fee credit experience managed in a powerful mobile app.
We are guided by people-centered values: Serve Others Before Self, Include Always, Connect Genuinely, Innovate for Good. These values shape how we build, how we support customers and merchants, and how we work with each other.
What makes Sunbit different is an AI-native infrastructure that runs through the full customer and merchant journey. Our interconnected AI systems power instant decisioning, streamline fraud checks with human-in-the-loop safeguards, and enable highly personalized offers at scale. The result is a quick, fair, and simple experience for consumers and merchants.
We pair this technology with inclusion and transparency. Sunbit delivers industry-leading approval rates — 90%+ in auto service and 85%+ in dental — while maintaining zero consumer fee-based revenue. It is a better way to serve people and merchants, proven at scale.
Today, Sunbit is available across a nationwide, in-person merchant network of 30,000+ locations spanning auto service centers, dental and optical practices, veterinary clinics, and other specialty services. We help teams say “yes” more often and help customers move forward with confidence.
The Role:
The team at Sunbit is looking for a self-motivated and ambitious Collections Associate I for our Las Vegas, Nevada office. Your primary responsibility will be to contact our valued customers with overdue accounts and work together to find a resolution. Additional key duties include monitoring accounts to identify outstanding debts and collecting the overdue amount or negotiating a payment plan to collect payments in installments. This will be an hourly position that requires schedule flexibility with possible nights and/or weekends.
Please Note: This position is in a Call Center, in office (non-remote) environment
What You’ll Be Doing:
Contact customers with overdue accounts and attempt to either collect the overdue amount or negotiate a payment plan to collect the payment in installments
Maintain records of contacts and attempted contacts with delinquent account customers as well as records of any payments collected from the customer
Submit regular reports on the status of unpaid accounts and any repayment progress
Comply with all federal and state rules and regulations governing collections
What You Bring to the Table:
2+ Years Collections experience
Prior Call Center experience (both B2B and B2C experience is a plus)
Good listening skills
Strong communication and negotiation skills
Patience and stress management
Problem-solving and critical thinking skills
Friendly and helpful phone demeanor
Basic technical troubleshooting skills
Strong typing and computer skills
This role requires the ability to access Sunbit systems from a mobile device using biometric authentication (e.g., FaceID or fingerprint).
Why Choose Sunbit?
Sunbit is recognized as one of the fastest-growing and most admired fintech companies, earning honors from Inc. 5000 (four consecutive years), Forbes Fintech 50, Deloitte Technology Fast 500, Financial Times, and FinTech Breakthrough for its innovation and impact. The company has also been featured among Newsweek’s Most Loved Workplaces and CB Insights’ Unicorn Companies, reflecting a valuation of $1.1B.
People choose Sunbit for its people-first culture rooted in service, inclusion, and real-world impact. Powered by AI that helps people in life’s critical moments—offering high approvals, speed, and zero fees—Sunbit has achieved proven scale across tens of thousands of merchants and millions of transactions. Its fast, fair, and simple financial products empower consumers and partners alike through clarity and trust.
Perks Included:
Join a A Most Loved Workplace and #306 on the 2022 Inc 5000 list
Mission driven + empowered + collaborative environment
State of the art customer care contact center
Competitive pay and stock options
12 days of PTO your first year with increases thereafter + Holiday Pay
Health Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Maternity Leave
Newly added HSA and Pet Insurance
401K Plan with Matching
Casual Dress
Other fun team events and Spirit Days
Open door policy / Open office floor plan
Cultural Competencies for Success at Sunbit:
Serve others before self- Takes care of customers, and partners in a manner that demonstrates they are important
Own the impact- Ability to troubleshoot a variety of matters and holding yourself accountable. Strong organizational and time management skills with the ability to prioritize effectively
Connect genuinely- Build and maintain strong relationships with both customers and partners. Speak with customers and partners in a friendly, helpful and open demeanor
Act fast- Thrive in a fast-paced environment while maintaining a high level of support
Include always- Communicate well verbally and in writing, demonstrating empathy and understanding
Innovate for good- Establishes scalable capabilities by applying best practices to your workday.
JOB TITLE: Bilingual Collections Associate
LOCATION: Las Vegas, Nevada
HOURLY RATE : $22.00+ Pay increase after 12 months + Tenure Bonuses
Additional Earning Potential: Gamification incentives available
The Company:
Sunbit builds financial technology for real life. Our AI-native platform helps more people get to “yes” at the moments that matter with personalized offers, transparent terms, and no added consumer fees. In stores, practices and service centers across the country, Sunbit provides a fast, fair pay-over-time option. For everything else, the Sunbit Credit Card delivers a modern, no-fee credit experience managed in a powerful mobile app.
We are guided by people-centered values: Serve Others Before Self, Include Always, Connect Genuinely, Innovate for Good. These values shape how we build, how we support customers and merchants, and how we work with each other.
What makes Sunbit different is an AI-native infrastructure that runs through the full customer and merchant journey. Our interconnected AI systems power instant decisioning, streamline fraud checks with human-in-the-loop safeguards, and enable highly personalized offers at scale. The result is a quick, fair, and simple experience for consumers and merchants.
We pair this technology with inclusion and transparency. Sunbit delivers industry-leading approval rates — 90%+ in auto service and 85%+ in dental — while maintaining zero consumer fee-based revenue. It is a better way to serve people and merchants, proven at scale.
Today, Sunbit is available across a nationwide, in-person merchant network of 30,000+ locations spanning auto service centers, dental and optical practices, veterinary clinics, and other specialty services. We help teams say “yes” more often and help customers move forward with confidence.
The Role:
The team at Sunbit is looking for a self-motivated and ambitious Bilingual Collections Associate I for our Las Vegas, Nevada office. Your primary responsibility will be to contact our valued customers with overdue accounts and work together to find a resolution. Additional key duties include monitoring accounts to identify outstanding debts and collecting the overdue amount or negotiating a payment plan to collect payments in installments. This will be an hourly position that requires schedule flexibility with possible nights and/or weekends.
Please Note: This position is in a Call Center, in office (non-remote) environment
What You’ll Be Doing:
Contact customers with overdue accounts and attempt to either collect the overdue amount or negotiate a payment plan to collect the payment in installments
Maintain records of contacts and attempted contacts with delinquent account customers as well as records of any payments collected from the customer
Submit regular reports on the status of unpaid accounts and any repayment progress
Comply with all federal and state rules and regulations governing collections
What You Bring to the Table:
2+ Years Collections experience
Prior Call Center experience (both B2B and B2C experience is a plus)
Good listening skills
Strong communication and negotiation skills
Patience and stress management
Problem-solving and critical thinking skills
Friendly and helpful phone demeanor
Basic technical troubleshooting skills
Strong typing and computer skills
This role requires the ability to access Sunbit systems from a mobile device using biometric authentication (e.g., FaceID or fingerprint).
Why Choose Sunbit?
Sunbit is recognized as one of the fastest-growing and most admired fintech companies, earning honors from Inc. 5000 (four consecutive years), Forbes Fintech 50, Deloitte Technology Fast 500, Financial Times, and FinTech Breakthrough for its innovation and impact. The company has also been featured among Newsweek’s Most Loved Workplaces and CB Insights’ Unicorn Companies, reflecting a valuation of $1.1B.
People choose Sunbit for its people-first culture rooted in service, inclusion, and real-world impact. Powered by AI that helps people in life’s critical moments—offering high approvals, speed, and zero fees—Sunbit has achieved proven scale across tens of thousands of merchants and millions of transactions. Its fast, fair, and simple financial products empower consumers and partners alike through clarity and trust.
Perks Included:
Join a A Most Loved Workplace and #306 on the 2022 Inc 5000 list
Mission driven + empowered + collaborative environment
State of the art customer care contact center
Competitive pay and stock options
12 days of PTO your first year with increases thereafter + Holiday Pay
Health Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Maternity Leave
Newly added HSA and Pet Insurance
401K Plan with Matching
Casual Dress
Other fun team events and Spirit Days
Open door policy / Open office floor plan
Cultural Competencies for Success at Sunbit:
Serve others before self- Takes care of customers, and partners in a manner that demonstrates they are important
Own the impact- Ability to troubleshoot a variety of matters and holding yourself accountable. Strong organizational and time management skills with the ability to prioritize effectively
Connect genuinely- Build and maintain strong relationships with both customers and partners. Speak with customers and partners in a friendly, helpful and open demeanor
Act fast- Thrive in a fast-paced environment while maintaining a high level of support
Include always- Communicate well verbally and in writing, demonstrating empathy and understanding
Innovate for good- Establishes scalable capabilities by applying best practices to your workday.
Mar 28, 2026
Full time
JOB TITLE: Bilingual Collections Associate
LOCATION: Las Vegas, Nevada
HOURLY RATE : $22.00+ Pay increase after 12 months + Tenure Bonuses
Additional Earning Potential: Gamification incentives available
The Company:
Sunbit builds financial technology for real life. Our AI-native platform helps more people get to “yes” at the moments that matter with personalized offers, transparent terms, and no added consumer fees. In stores, practices and service centers across the country, Sunbit provides a fast, fair pay-over-time option. For everything else, the Sunbit Credit Card delivers a modern, no-fee credit experience managed in a powerful mobile app.
We are guided by people-centered values: Serve Others Before Self, Include Always, Connect Genuinely, Innovate for Good. These values shape how we build, how we support customers and merchants, and how we work with each other.
What makes Sunbit different is an AI-native infrastructure that runs through the full customer and merchant journey. Our interconnected AI systems power instant decisioning, streamline fraud checks with human-in-the-loop safeguards, and enable highly personalized offers at scale. The result is a quick, fair, and simple experience for consumers and merchants.
We pair this technology with inclusion and transparency. Sunbit delivers industry-leading approval rates — 90%+ in auto service and 85%+ in dental — while maintaining zero consumer fee-based revenue. It is a better way to serve people and merchants, proven at scale.
Today, Sunbit is available across a nationwide, in-person merchant network of 30,000+ locations spanning auto service centers, dental and optical practices, veterinary clinics, and other specialty services. We help teams say “yes” more often and help customers move forward with confidence.
The Role:
The team at Sunbit is looking for a self-motivated and ambitious Bilingual Collections Associate I for our Las Vegas, Nevada office. Your primary responsibility will be to contact our valued customers with overdue accounts and work together to find a resolution. Additional key duties include monitoring accounts to identify outstanding debts and collecting the overdue amount or negotiating a payment plan to collect payments in installments. This will be an hourly position that requires schedule flexibility with possible nights and/or weekends.
Please Note: This position is in a Call Center, in office (non-remote) environment
What You’ll Be Doing:
Contact customers with overdue accounts and attempt to either collect the overdue amount or negotiate a payment plan to collect the payment in installments
Maintain records of contacts and attempted contacts with delinquent account customers as well as records of any payments collected from the customer
Submit regular reports on the status of unpaid accounts and any repayment progress
Comply with all federal and state rules and regulations governing collections
What You Bring to the Table:
2+ Years Collections experience
Prior Call Center experience (both B2B and B2C experience is a plus)
Good listening skills
Strong communication and negotiation skills
Patience and stress management
Problem-solving and critical thinking skills
Friendly and helpful phone demeanor
Basic technical troubleshooting skills
Strong typing and computer skills
This role requires the ability to access Sunbit systems from a mobile device using biometric authentication (e.g., FaceID or fingerprint).
Why Choose Sunbit?
Sunbit is recognized as one of the fastest-growing and most admired fintech companies, earning honors from Inc. 5000 (four consecutive years), Forbes Fintech 50, Deloitte Technology Fast 500, Financial Times, and FinTech Breakthrough for its innovation and impact. The company has also been featured among Newsweek’s Most Loved Workplaces and CB Insights’ Unicorn Companies, reflecting a valuation of $1.1B.
People choose Sunbit for its people-first culture rooted in service, inclusion, and real-world impact. Powered by AI that helps people in life’s critical moments—offering high approvals, speed, and zero fees—Sunbit has achieved proven scale across tens of thousands of merchants and millions of transactions. Its fast, fair, and simple financial products empower consumers and partners alike through clarity and trust.
Perks Included:
Join a A Most Loved Workplace and #306 on the 2022 Inc 5000 list
Mission driven + empowered + collaborative environment
State of the art customer care contact center
Competitive pay and stock options
12 days of PTO your first year with increases thereafter + Holiday Pay
Health Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Maternity Leave
Newly added HSA and Pet Insurance
401K Plan with Matching
Casual Dress
Other fun team events and Spirit Days
Open door policy / Open office floor plan
Cultural Competencies for Success at Sunbit:
Serve others before self- Takes care of customers, and partners in a manner that demonstrates they are important
Own the impact- Ability to troubleshoot a variety of matters and holding yourself accountable. Strong organizational and time management skills with the ability to prioritize effectively
Connect genuinely- Build and maintain strong relationships with both customers and partners. Speak with customers and partners in a friendly, helpful and open demeanor
Act fast- Thrive in a fast-paced environment while maintaining a high level of support
Include always- Communicate well verbally and in writing, demonstrating empathy and understanding
Innovate for good- Establishes scalable capabilities by applying best practices to your workday.
Northwestern Mutual’s Scripps Ranch firm is looking grow our team with top talent in 2026. At Northwestern Mutual, we are committed to building relationships, fostering growth, and creating legacies. We empower our clients to achieve their financial goals through personalized strategies and industry-leading solutions. Our culture values belonging, innovation, and success as we provide an environment where driven professionals can thrive.
Position Overview:
As a Financial Advisor with Northwestern Mutual, you will help clients achieve their financial goals by creating and evolving personalized financial plans. This career offers the opportunity to build your own business with significant income potential, set your own schedule, and make a difference in clients' lives. If you are proactive, goal-oriented, and passionate about financial planning, we want to hear from you.
Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise.
What We Offer:
Award-Winning Training: Comprehensive training program to help you succeed from day one.
Mentorship & Growth: Continuous professional development and opportunities for leadership and specialization.
Supportive Culture: A collaborative environment that promotes work/life balance, recognition, and rewards.
Financial Support: Full backing for professional designations and certifications to enhance your career.
Exceptional Income Potential: Compensation through commissions, bonuses, repeat business, and client retention.
Advanced Tools & Support: Access to state-of-the-art planning analysis tools, brokerage and advisory platforms, and a dedicated Financial Planning Services Team.
Why Join Us?
Be part of a team with a 97% client retention rate and a history of nearly 160 years of industry success.
Recognized as a "World's Most Admired" company by Fortune Magazine (2021) and a top company for training and development.
Engage in meaningful work with over $400 million in corporate donations towards childhood cancer research.
Preferred Qualifications:
We are looking for individuals who are proactive, competitive, and motivated by goals and financial success. Whether you are an ambitious self-starter, a relationship builder, or a detail-oriented planner, your unique talents will be valued and nurtured at Northwestern Mutual. You will excel in this role if you enjoy taking calculated risks, communicating directly, and working in a dynamic and evolving environment.
You might be a strong match for this career if you have:
BA or BS degree from a four-year institution.
Entrepreneurial ambitions and a drive to succeed. Track record of success in sales and business development is a strong plus.
Strong communication and time-management skills.
Self-motivated and able to work in a fast-paced, productive environment.
Enjoy collaborating with high-achieving and multifaceted teams while building strong relationships.
Desire for continuous learning
Legal authorization to work in the US without sponsorship.
Compensation & Benefits:
Attractive total compensation package with average first-year earnings between $90,000 - $200,000. Role comes with benefits and a number of different incentives/bonuses. There is uncapped earning potential in this commission-first role.
Comprehensive medical and dental coverage, life and disability insurance, and vision insurance.
Two company-funded retirement plans and 401(k) matching.
Flexible schedule with in-person work setting.
Mar 24, 2026
Full time
Northwestern Mutual’s Scripps Ranch firm is looking grow our team with top talent in 2026. At Northwestern Mutual, we are committed to building relationships, fostering growth, and creating legacies. We empower our clients to achieve their financial goals through personalized strategies and industry-leading solutions. Our culture values belonging, innovation, and success as we provide an environment where driven professionals can thrive.
Position Overview:
As a Financial Advisor with Northwestern Mutual, you will help clients achieve their financial goals by creating and evolving personalized financial plans. This career offers the opportunity to build your own business with significant income potential, set your own schedule, and make a difference in clients' lives. If you are proactive, goal-oriented, and passionate about financial planning, we want to hear from you.
Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise.
What We Offer:
Award-Winning Training: Comprehensive training program to help you succeed from day one.
Mentorship & Growth: Continuous professional development and opportunities for leadership and specialization.
Supportive Culture: A collaborative environment that promotes work/life balance, recognition, and rewards.
Financial Support: Full backing for professional designations and certifications to enhance your career.
Exceptional Income Potential: Compensation through commissions, bonuses, repeat business, and client retention.
Advanced Tools & Support: Access to state-of-the-art planning analysis tools, brokerage and advisory platforms, and a dedicated Financial Planning Services Team.
Why Join Us?
Be part of a team with a 97% client retention rate and a history of nearly 160 years of industry success.
Recognized as a "World's Most Admired" company by Fortune Magazine (2021) and a top company for training and development.
Engage in meaningful work with over $400 million in corporate donations towards childhood cancer research.
Preferred Qualifications:
We are looking for individuals who are proactive, competitive, and motivated by goals and financial success. Whether you are an ambitious self-starter, a relationship builder, or a detail-oriented planner, your unique talents will be valued and nurtured at Northwestern Mutual. You will excel in this role if you enjoy taking calculated risks, communicating directly, and working in a dynamic and evolving environment.
You might be a strong match for this career if you have:
BA or BS degree from a four-year institution.
Entrepreneurial ambitions and a drive to succeed. Track record of success in sales and business development is a strong plus.
Strong communication and time-management skills.
Self-motivated and able to work in a fast-paced, productive environment.
Enjoy collaborating with high-achieving and multifaceted teams while building strong relationships.
Desire for continuous learning
Legal authorization to work in the US without sponsorship.
Compensation & Benefits:
Attractive total compensation package with average first-year earnings between $90,000 - $200,000. Role comes with benefits and a number of different incentives/bonuses. There is uncapped earning potential in this commission-first role.
Comprehensive medical and dental coverage, life and disability insurance, and vision insurance.
Two company-funded retirement plans and 401(k) matching.
Flexible schedule with in-person work setting.
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.
Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.
On a daily basis, our advisors:
Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
FFA is different from other firms for many reasons, but our “Google meets Wall Street” culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.
Some features of this position include:
One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements:
Associate’s degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office
Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
Visit our website at http://www.floridafa.com
Mar 10, 2026
Full time
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.
Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.
On a daily basis, our advisors:
Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
FFA is different from other firms for many reasons, but our “Google meets Wall Street” culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.
Some features of this position include:
One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements:
Associate’s degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office
Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
Visit our website at http://www.floridafa.com
Florida Financial Advisors
Saint Petersburg, FL, USA
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.
Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.
On a daily basis, our advisors:
Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
FFA is different from other firms for many reasons, but our “Google meets Wall Street” culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.
Some features of this position include:
One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements:
Associate’s degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office
Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
Visit our website at http://www.floridafa.com
Mar 10, 2026
Full time
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.
Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.
On a daily basis, our advisors:
Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
FFA is different from other firms for many reasons, but our “Google meets Wall Street” culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.
Some features of this position include:
One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements:
Associate’s degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office
Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
Visit our website at http://www.floridafa.com
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.
Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.
On a daily basis, our advisors:
Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
FFA is different from other firms for many reasons, but our “Google meets Wall Street” culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.
Some features of this position include:
One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements:
Associate’s degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office
Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
Visit our website at http://www.floridafa.com
Mar 10, 2026
Full time
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.
Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.
On a daily basis, our advisors:
Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
FFA is different from other firms for many reasons, but our “Google meets Wall Street” culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.
Some features of this position include:
One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements:
Associate’s degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office
Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
Visit our website at http://www.floridafa.com
Northwestern Mutual Boston
Middleton, MA 01949, USA
As a Northwester Mutual Financial Representative/Advisor, you will be guided and coached to build a rewarding career helping clients live their best lives. You’ll develop lasting relationships, design goal‑based financial plans, and grow your own business from the ground up — all with hands‑on support from seasoned mentors and award‑winning training. No finance degree or complete expertise required; we’ll help you transfer your existing strengths, develop new skills, and earn while you train.
What you’ll do
Build and nurture long‑term client relationships grounded in trust and thoughtful financial planning
Conduct needs assessments and develop personalized strategies across insurance, retirement, and investment solutions
Grow your own book of business through networking, referrals, and community engagement
Collaborate with colleagues and Northwestern Mutual’s national resources to deliver coordinated client solutions
Maintain ongoing stewardship with regular plan reviews and proactive client communication
What we provide
Earn‑while‑you‑train model so you can begin building income from day one
Award‑winning, world‑class training and continuous professional development led by industry experts
Mentorship from experienced advisors to guide business development, client practice, and technical skills
Support to obtain required licenses and credentials and to translate your existing skills into financial services success
A collaborative, client‑centric environment that blends in‑office teamwork with flexible client delivery
Who we’re looking for
Motivated, relationship‑focused individuals who enjoy helping others and building businesses
Strong communicators with professional or life experience to leverage — a finance degree is not required
Self‑starters comfortable learning on the job and committed to continuous growth
Community‑minded professionals ready to represent Northwestern Mutual in local events and client education
Why Middleton Our local team combines personalized client service with Northwestern Mutual’s national resources and research. If you want a career where you can make a meaningful impact, build your own practice, and grow with expert support, this role offers a clear path to professional and financial achievement.
Mar 05, 2026
Full time
As a Northwester Mutual Financial Representative/Advisor, you will be guided and coached to build a rewarding career helping clients live their best lives. You’ll develop lasting relationships, design goal‑based financial plans, and grow your own business from the ground up — all with hands‑on support from seasoned mentors and award‑winning training. No finance degree or complete expertise required; we’ll help you transfer your existing strengths, develop new skills, and earn while you train.
What you’ll do
Build and nurture long‑term client relationships grounded in trust and thoughtful financial planning
Conduct needs assessments and develop personalized strategies across insurance, retirement, and investment solutions
Grow your own book of business through networking, referrals, and community engagement
Collaborate with colleagues and Northwestern Mutual’s national resources to deliver coordinated client solutions
Maintain ongoing stewardship with regular plan reviews and proactive client communication
What we provide
Earn‑while‑you‑train model so you can begin building income from day one
Award‑winning, world‑class training and continuous professional development led by industry experts
Mentorship from experienced advisors to guide business development, client practice, and technical skills
Support to obtain required licenses and credentials and to translate your existing skills into financial services success
A collaborative, client‑centric environment that blends in‑office teamwork with flexible client delivery
Who we’re looking for
Motivated, relationship‑focused individuals who enjoy helping others and building businesses
Strong communicators with professional or life experience to leverage — a finance degree is not required
Self‑starters comfortable learning on the job and committed to continuous growth
Community‑minded professionals ready to represent Northwestern Mutual in local events and client education
Why Middleton Our local team combines personalized client service with Northwestern Mutual’s national resources and research. If you want a career where you can make a meaningful impact, build your own practice, and grow with expert support, this role offers a clear path to professional and financial achievement.
Join our team as an Independent Financial Services Agent and take control of your career. This non-captive position offers a scalable franchise building opportunity for serious producers. As part of the largest financial services distribution broker, you'll have access to a platform with security and support, offering a diverse portfolio of over 200 products.
Responsibilities:
Prospecting: Use your sales skills to identify potential clients through keyword searches and various channels.
Servicing Clients: Provide personalized service to clients, understanding their financial needs, and recommending suitable insurance products.
Relationship Building: Interact with a diverse range of people, building and maintaining relationships for future sales and referrals.
Mentorship and Training: Benefit from daily mentorship and training sessions to enhance your skills and accelerate your professional growth.
Franchise Building: Leverage the non-captive and scalable nature of the position to build your own business and team of agents.
Qualifications:
Motivated self-starter with an entrepreneurial mindset.
Must Be 18+
Able to clear a background check
Position only available in US
No prior experience required – comprehensive training provided.
Interest in sales, insurance, and entrepreneurship.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
Benefits:
State License Required
Flexible time commitment - part-time and full-time opportunities available.
Competitive income range: (full commission).
Non-captive position with scalability for building your own franchise.
Access to a wide range of financial products through our established platform.
Licensing assistance provided.
**This is not just a job; it's an opportunity to shape your future and success as an independent financial services agent!**
Mar 04, 2026
Full time
Join our team as an Independent Financial Services Agent and take control of your career. This non-captive position offers a scalable franchise building opportunity for serious producers. As part of the largest financial services distribution broker, you'll have access to a platform with security and support, offering a diverse portfolio of over 200 products.
Responsibilities:
Prospecting: Use your sales skills to identify potential clients through keyword searches and various channels.
Servicing Clients: Provide personalized service to clients, understanding their financial needs, and recommending suitable insurance products.
Relationship Building: Interact with a diverse range of people, building and maintaining relationships for future sales and referrals.
Mentorship and Training: Benefit from daily mentorship and training sessions to enhance your skills and accelerate your professional growth.
Franchise Building: Leverage the non-captive and scalable nature of the position to build your own business and team of agents.
Qualifications:
Motivated self-starter with an entrepreneurial mindset.
Must Be 18+
Able to clear a background check
Position only available in US
No prior experience required – comprehensive training provided.
Interest in sales, insurance, and entrepreneurship.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
Benefits:
State License Required
Flexible time commitment - part-time and full-time opportunities available.
Competitive income range: (full commission).
Non-captive position with scalability for building your own franchise.
Access to a wide range of financial products through our established platform.
Licensing assistance provided.
**This is not just a job; it's an opportunity to shape your future and success as an independent financial services agent!**
APS Pension & Financial Services
Melville, NY 11747, USA
This isn’t a wirehouse quota job. This isn’t cold-calling annuities. This is a consultative, relationship-driven advisory role with real earning potential and long-term career growth.
Why This Role Is Different
You will:
Develop and grow your own book of business
Work alongside experienced fiduciary advisors
Deliver comprehensive retirement and wealth strategies
Build recurring revenue relationships
Be positioned for long-term growth potential
What You’ll Do
Prospect and cultivate new client relationships (retail and/or retirement plan sponsors)
Conduct financial discovery meetings and needs analysis
Present customized investment and retirement planning solutions
Collaborate with investment and planning teams to deliver holistic strategies
Maintain ongoing client engagement and relationship management
Represent the firm in networking and community events
Build centers of influence (CPAs, attorneys, TPAs, payroll providers)
Who Thrives Here?
You may be a strong fit if you:
Are naturally competitive and results-oriented
Have strong interpersonal and communication skills
Are comfortable asking for business
Think long-term and value recurring revenue relationships
Want to build equity value in your career
Prefer a boutique, entrepreneurial environment over a corporate structure
Preferred Background
Bachelor’s degree in Finance, Economics, Business, or a related field.
2+ years of experience in financial advisory or wealth management.
Series 65 (or equivalent) required or must be obtained within 90 days of hire.
Compensation & Growth
Competitive base salary
Uncapped fee compensation
Clear growth path toward senior advisor
Ongoing professional development support
Marketing and operational infrastructure provided
Potential long-term equity participation
What We Offer
Collaborative team culture
Strong operational and investment support
Access to institutional-caliber resources
Flexibility with accountability
The opportunity to build a career — not just hit a quota
If You’re Looking For…
✔ Ownership
✔ Growth
✔ Professional respect
✔ Recurring revenue
✔ A long-term career track
…we should talk.
Employment Type: 1099 Contractor
Compensation: Up to $5,000 per month plus percentage of annual fees, Six-Figure potential
Mar 03, 2026
Full time
This isn’t a wirehouse quota job. This isn’t cold-calling annuities. This is a consultative, relationship-driven advisory role with real earning potential and long-term career growth.
Why This Role Is Different
You will:
Develop and grow your own book of business
Work alongside experienced fiduciary advisors
Deliver comprehensive retirement and wealth strategies
Build recurring revenue relationships
Be positioned for long-term growth potential
What You’ll Do
Prospect and cultivate new client relationships (retail and/or retirement plan sponsors)
Conduct financial discovery meetings and needs analysis
Present customized investment and retirement planning solutions
Collaborate with investment and planning teams to deliver holistic strategies
Maintain ongoing client engagement and relationship management
Represent the firm in networking and community events
Build centers of influence (CPAs, attorneys, TPAs, payroll providers)
Who Thrives Here?
You may be a strong fit if you:
Are naturally competitive and results-oriented
Have strong interpersonal and communication skills
Are comfortable asking for business
Think long-term and value recurring revenue relationships
Want to build equity value in your career
Prefer a boutique, entrepreneurial environment over a corporate structure
Preferred Background
Bachelor’s degree in Finance, Economics, Business, or a related field.
2+ years of experience in financial advisory or wealth management.
Series 65 (or equivalent) required or must be obtained within 90 days of hire.
Compensation & Growth
Competitive base salary
Uncapped fee compensation
Clear growth path toward senior advisor
Ongoing professional development support
Marketing and operational infrastructure provided
Potential long-term equity participation
What We Offer
Collaborative team culture
Strong operational and investment support
Access to institutional-caliber resources
Flexibility with accountability
The opportunity to build a career — not just hit a quota
If You’re Looking For…
✔ Ownership
✔ Growth
✔ Professional respect
✔ Recurring revenue
✔ A long-term career track
…we should talk.
Employment Type: 1099 Contractor
Compensation: Up to $5,000 per month plus percentage of annual fees, Six-Figure potential
The Business track teaches you how companies run day to day and how to support operations, projects, and financial processes. You’ll learn data analysis, reporting, business communication, financial transactions, investment basics, project coordination, and how to use tools that keep organizations organized and efficient. Students also practice project planning, process improvements, and cross-team collaboration.
This pathway leads to roles such as Business Analyst, Operations Analyst, Administrative Coordinator, Fraud Specialist, Wealth Management Client Associate, Project Coordinator, and Project Support Analyst. It’s a strong track if you like organizing work, analyzing information, and helping businesses run smoothly.
Feb 18, 2026
Full time
The Business track teaches you how companies run day to day and how to support operations, projects, and financial processes. You’ll learn data analysis, reporting, business communication, financial transactions, investment basics, project coordination, and how to use tools that keep organizations organized and efficient. Students also practice project planning, process improvements, and cross-team collaboration.
This pathway leads to roles such as Business Analyst, Operations Analyst, Administrative Coordinator, Fraud Specialist, Wealth Management Client Associate, Project Coordinator, and Project Support Analyst. It’s a strong track if you like organizing work, analyzing information, and helping businesses run smoothly.
Financial Advisor – Greater Atlanta, GA
Empower Lives. Build Wealth. Grow Your Legacy in Georgia.
Are you ambitious, people-oriented, and ready to make a difference? At Coastal Wealth , we’re redefining what it means to be a financial advisor — blending purpose, freedom, and innovation to help individuals, families, and business owners across Georgia achieve financial confidence.
Whether you’re early in your career or ready to take your practice to the next level, Coastal Wealth gives you the tools, mentorship, and entrepreneurial platform to succeed — in business for yourself, but never by yourself .
What You’ll Do
Partner with clients to design financial strategies that align with their goals and values.
Offer guidance on investments, retirement, insurance, and wealth protection.
Build authentic relationships and grow your practice through community involvement and networking.
Why Coastal Wealth (and Why Georgia!)
Entrepreneurial Freedom: Be your own boss — backed by a firm that invests in your growth.
Cutting-Edge Support: Access powerful tech, marketing tools, and mentorship to help you build faster.
Inclusive Culture: Join a diverse, forward-thinking team that celebrates collaboration and community.
Local Impact: Atlanta’s dynamic mix of entrepreneurs, professionals, and families gives you endless opportunities to make meaningful connections and grow your client base.
Compensation & Benefits
Unlimited Earning Potential: Commission-based compensation with performance incentives.
Comprehensive Benefits Package: Medical, dental, life, disability, and retirement plans.
Professional Development: Continuous coaching, training, and leadership opportunities.
Subsidized Benefits: For qualified Financial Services Representatives (eligibility applies).
Qualifications
Georgia Life, Accident & Health License (or willingness to obtain).
Series 6, 7, or SIE preferred.
Sales or business development experience a plus — but not required if you’re hungry to learn.
Strong relationship-building and communication skills.
Entrepreneurial mindset with a passion for helping others achieve financial freedom.
The Opportunity
This isn’t just another job — it’s the chance to build a business and a legacy . With Coastal Wealth, you’ll gain the freedom to grow your career, the support of an award-winning team, and the satisfaction of empowering others to live with confidence.
Compensation: $70,000 – $100,000+ (based on performance)
Location: Greater Atlanta, GA
Schedule: Full-time | Monday–Friday
Join a firm where your drive meets opportunity — and your work truly matters.
Let’s grow Georgia’s future together.
Feb 10, 2026
Full time
Financial Advisor – Greater Atlanta, GA
Empower Lives. Build Wealth. Grow Your Legacy in Georgia.
Are you ambitious, people-oriented, and ready to make a difference? At Coastal Wealth , we’re redefining what it means to be a financial advisor — blending purpose, freedom, and innovation to help individuals, families, and business owners across Georgia achieve financial confidence.
Whether you’re early in your career or ready to take your practice to the next level, Coastal Wealth gives you the tools, mentorship, and entrepreneurial platform to succeed — in business for yourself, but never by yourself .
What You’ll Do
Partner with clients to design financial strategies that align with their goals and values.
Offer guidance on investments, retirement, insurance, and wealth protection.
Build authentic relationships and grow your practice through community involvement and networking.
Why Coastal Wealth (and Why Georgia!)
Entrepreneurial Freedom: Be your own boss — backed by a firm that invests in your growth.
Cutting-Edge Support: Access powerful tech, marketing tools, and mentorship to help you build faster.
Inclusive Culture: Join a diverse, forward-thinking team that celebrates collaboration and community.
Local Impact: Atlanta’s dynamic mix of entrepreneurs, professionals, and families gives you endless opportunities to make meaningful connections and grow your client base.
Compensation & Benefits
Unlimited Earning Potential: Commission-based compensation with performance incentives.
Comprehensive Benefits Package: Medical, dental, life, disability, and retirement plans.
Professional Development: Continuous coaching, training, and leadership opportunities.
Subsidized Benefits: For qualified Financial Services Representatives (eligibility applies).
Qualifications
Georgia Life, Accident & Health License (or willingness to obtain).
Series 6, 7, or SIE preferred.
Sales or business development experience a plus — but not required if you’re hungry to learn.
Strong relationship-building and communication skills.
Entrepreneurial mindset with a passion for helping others achieve financial freedom.
The Opportunity
This isn’t just another job — it’s the chance to build a business and a legacy . With Coastal Wealth, you’ll gain the freedom to grow your career, the support of an award-winning team, and the satisfaction of empowering others to live with confidence.
Compensation: $70,000 – $100,000+ (based on performance)
Location: Greater Atlanta, GA
Schedule: Full-time | Monday–Friday
Join a firm where your drive meets opportunity — and your work truly matters.
Let’s grow Georgia’s future together.
Meaningful work. Rewarding career.
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.
Desired Characteristics
Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
Feb 09, 2026
Full time
Meaningful work. Rewarding career.
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.
Desired Characteristics
Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
Our Billing Specialist will be responsible for managing the billing process, ensuring accurate and timely invoicing in PestPac, managing billing discrepancies and collaborating with operations and finance to maintain compliance with billing guidelines and implementing efficient billing procedures.
Jan 28, 2026
Full time
Our Billing Specialist will be responsible for managing the billing process, ensuring accurate and timely invoicing in PestPac, managing billing discrepancies and collaborating with operations and finance to maintain compliance with billing guidelines and implementing efficient billing procedures.
New York Life Insurance Company
Fort Mill, SC; Rock Hill, SC; York, SC, Indian Land, SC. Tega Cay, SC; Charlotte, NC; Mint Hill, NC; Waxhaw, NC, Matthews, NC; Pineville, NC (Open to all SC and NC residents)
Insurance Sales/Financial Advisor
New York Life – Charlotte General Office
PARTNER WITH US AND SEE YOUR CAREER GROW WITH NEW YORK LIFE CHARLOTTE GENERAL OFFICE!
Are you ready to launch a career and not settle for just another job? Do you see yourself running your own business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner.
We are looking for motivated self-starters who would like to:
Manage their own work schedule and establish an attractive work/life balance.
Build their career with significant income potential.
Grow their business supported by the financial strength and integrity of New York Life.
Make a difference in their community by helping others achieve financial peace of mind.
Customize their career path to match their personal financial goals.
Experience a lifetime of learning and professional development.
Enjoy recognition and rewards for their financial achievements.
Define their career path as a Financial Services agent and have the opportunity for management.
Qualifications:
Organized, detail-oriented, and excellent time management skills.
Strong sales, leadership and communication skills.
Ability to work in a team-based environment.
College Degree preferred.
Sales experience preferred.
Highly self-motivated and self-disciplined.
Relationship building and networking abilities.
FINRA Series 6/63, Series 7 - not required
Financial Industry background a plus
Here's what you'll do:
Build relationships with clients beyond a financial/ transactional basis.
Develop your professional skills and sales knowledge.
Develop and implement business and marketing plans.
Prospect for potential clients.
Schedule appointments and meet with clients.
Discuss financial concerns and needs of individuals.
Present potential solutions using our world class suite of products and services.
Provide ongoing support to existing clients.
Benefits:
Health/Dental/Life/Disability
401 (k) plan after one year of service and Pension Plan
Continuing education reimbursement
Reimbursement for industry designations
Training:
NYLIC University: One of the most comprehensive and well-respected training programs in the industry.
Company Description:
New York Life, a Fortune 100 company created in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.
EOE M/F/D/V 1611768
New York Life Charlotte General Office
Jan 07, 2026
Full time
Insurance Sales/Financial Advisor
New York Life – Charlotte General Office
PARTNER WITH US AND SEE YOUR CAREER GROW WITH NEW YORK LIFE CHARLOTTE GENERAL OFFICE!
Are you ready to launch a career and not settle for just another job? Do you see yourself running your own business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner.
We are looking for motivated self-starters who would like to:
Manage their own work schedule and establish an attractive work/life balance.
Build their career with significant income potential.
Grow their business supported by the financial strength and integrity of New York Life.
Make a difference in their community by helping others achieve financial peace of mind.
Customize their career path to match their personal financial goals.
Experience a lifetime of learning and professional development.
Enjoy recognition and rewards for their financial achievements.
Define their career path as a Financial Services agent and have the opportunity for management.
Qualifications:
Organized, detail-oriented, and excellent time management skills.
Strong sales, leadership and communication skills.
Ability to work in a team-based environment.
College Degree preferred.
Sales experience preferred.
Highly self-motivated and self-disciplined.
Relationship building and networking abilities.
FINRA Series 6/63, Series 7 - not required
Financial Industry background a plus
Here's what you'll do:
Build relationships with clients beyond a financial/ transactional basis.
Develop your professional skills and sales knowledge.
Develop and implement business and marketing plans.
Prospect for potential clients.
Schedule appointments and meet with clients.
Discuss financial concerns and needs of individuals.
Present potential solutions using our world class suite of products and services.
Provide ongoing support to existing clients.
Benefits:
Health/Dental/Life/Disability
401 (k) plan after one year of service and Pension Plan
Continuing education reimbursement
Reimbursement for industry designations
Training:
NYLIC University: One of the most comprehensive and well-respected training programs in the industry.
Company Description:
New York Life, a Fortune 100 company created in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.
EOE M/F/D/V 1611768
New York Life Charlotte General Office
Interpret and communicate information regarding credit policies and procedures, billing practices, insurance submission, and out-of-pocket patient responsibility to patients and clinic staff
Ensure patient satisfaction through timely and effective patient account maintenance including assistance with billing, third-party payments, requests for collections and adjustments, information verification, credit options, and record maintenance
Provide prompt, courteous service to financial advisors and/or unitholders
Promptly respond to telephone and written inquiries for product and administrative information
Investigate account-related issues and determine appropriate actions to achieve resolution to such issues
Professional, friendly, positive and enthusiastic telephone manner with a very strong focus on providing exceptional customer service
Ability to work a rotating 7.5 hour shift between 8 am-8 pm (Mondays-Fridays)
Determine collectability of patient accounts and process for financial assistance, extended payment plan, settlement, or collection agency referral
Ensure accurate account information in all billing areas
Jan 07, 2026
Full time
Interpret and communicate information regarding credit policies and procedures, billing practices, insurance submission, and out-of-pocket patient responsibility to patients and clinic staff
Ensure patient satisfaction through timely and effective patient account maintenance including assistance with billing, third-party payments, requests for collections and adjustments, information verification, credit options, and record maintenance
Provide prompt, courteous service to financial advisors and/or unitholders
Promptly respond to telephone and written inquiries for product and administrative information
Investigate account-related issues and determine appropriate actions to achieve resolution to such issues
Professional, friendly, positive and enthusiastic telephone manner with a very strong focus on providing exceptional customer service
Ability to work a rotating 7.5 hour shift between 8 am-8 pm (Mondays-Fridays)
Determine collectability of patient accounts and process for financial assistance, extended payment plan, settlement, or collection agency referral
Ensure accurate account information in all billing areas
Tristate Financial Advisors
Charlotte, NC 28217, USA
FINANCIAL ADVISOR
What a financial advisor does:
Identifies and sets appointments with potential clients
Works closely with a mentor to meet with clients to assess their financial needs
Designs, develops, and implements a marketing plan
Develops a customized financial plan to address each client’s outlined goals
Maintains strong relationships with clients, helping them to track their progress over time
Provides ongoing consultation and support
Some of the features of this position include:
One-on-One training from seasoned leaders in the financial planning industry locally.
A comprehensive training program that includes financial planning, marketing techniques, consultative selling, client service and regulatory compliance
Uncapped earning potential - top advisors can make $100,000+ in their first year - advisors must be comfortable with the majority of their compensation coming from their results
Numerous career path options, including advanced financial advisor, compliance, field management and corporate opportunities.
Additional Requirements of the role:
Associate or Bachelor’s degree (preferably in business or an industry-related field)
Ability to obtain licenses * U.S. Citizen or Permanent Resident
Oct 30, 2025
Full time
FINANCIAL ADVISOR
What a financial advisor does:
Identifies and sets appointments with potential clients
Works closely with a mentor to meet with clients to assess their financial needs
Designs, develops, and implements a marketing plan
Develops a customized financial plan to address each client’s outlined goals
Maintains strong relationships with clients, helping them to track their progress over time
Provides ongoing consultation and support
Some of the features of this position include:
One-on-One training from seasoned leaders in the financial planning industry locally.
A comprehensive training program that includes financial planning, marketing techniques, consultative selling, client service and regulatory compliance
Uncapped earning potential - top advisors can make $100,000+ in their first year - advisors must be comfortable with the majority of their compensation coming from their results
Numerous career path options, including advanced financial advisor, compliance, field management and corporate opportunities.
Additional Requirements of the role:
Associate or Bachelor’s degree (preferably in business or an industry-related field)
Ability to obtain licenses * U.S. Citizen or Permanent Resident
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.
Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.
On a daily basis, our advisors:
Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
FFA is different from other firms for many reasons, but our “Google meets Wall Street” culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.
Some features of this position include:
One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements:
Associate’s degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office
Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
Visit our website at http://www.floridafa.com
Oct 30, 2025
Full time
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.
Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.
On a daily basis, our advisors:
Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
FFA is different from other firms for many reasons, but our “Google meets Wall Street” culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.
Some features of this position include:
One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements:
Associate’s degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office
Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
Visit our website at http://www.floridafa.com
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.
Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.
On a daily basis, our advisors:
Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
FFA is different from other firms for many reasons, but our “Google meets Wall Street” culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.
Some features of this position include:
One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements:
Associate’s degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office
Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
Visit our website at http://www.floridafa.com
Oct 30, 2025
Full time
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.
Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.
On a daily basis, our advisors:
Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
FFA is different from other firms for many reasons, but our “Google meets Wall Street” culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.
Some features of this position include:
One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements:
Associate’s degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office
Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
Visit our website at http://www.floridafa.com
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.
Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.
On a daily basis, our advisors:
Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
FFA is different from other firms for many reasons, but our “Google meets Wall Street” culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.
Some features of this position include:
One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements:
Associate’s degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office
Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
Visit our website at http://www.floridafa.com
Oct 30, 2025
Full time
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.
Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.
On a daily basis, our advisors:
Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
FFA is different from other firms for many reasons, but our “Google meets Wall Street” culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.
Some features of this position include:
One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements:
Associate’s degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office
Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
Visit our website at http://www.floridafa.com
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.
Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.
On a daily basis, our advisors:
Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
FFA is different from other firms for many reasons, but our “Google meets Wall Street” culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.
Some features of this position include:
One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements:
Associate’s degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office
Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
Visit our website at http://www.floridafa.com
Oct 30, 2025
Full time
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.
Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.
On a daily basis, our advisors:
Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
FFA is different from other firms for many reasons, but our “Google meets Wall Street” culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.
Some features of this position include:
One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements:
Associate’s degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office
Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
Visit our website at http://www.floridafa.com
GET MORE OUT OF YOUR CAREER
Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.
Northwestern Mutual is seeking a new Financial Representative to join our firm. A successful applicant will have strong interpersonal and communication skills, have a demonstrated history of personal success, would thrive in an entrepreneurial environment, value professional interdependence with a Fortune 100 company, and have a demonstrated interest in community impact and business development.
We've been helping clients achieve financial security for over 166 years. We are searching for an individual to help us carry on that tradition, by joining our firm. Finance background is not needed – successful advisors come from a wide range of backgrounds and experiences, and many people find their calling in financial services after working in other industries.
Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products.
Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
You could be right for this opportunity if you have:
Professional work experience, military experience, and/or 4-year degree
Entrepreneurial ambitions
History of success
Excellent time-management skills
Desire for continuous learning
Interpersonal relationship skills
Job Type: Full-time
Pay: $100,000.00 - $160,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Retirement plan
Vision insurance
Compensation Package:
1099 contract
Bonus opportunities
Commission pay
Ability to Commute:
Fisher's, IN 46256 (Preferred)
Ability to Relocate:
Fisher's, IN 46256: Relocate before starting work (Preferred)
Work Location: Hybrid remote in Fisher's, IN 46256
Job Type: Full-time
Benefits:
401(k)
Dental insurance
Flexible schedule
Health insurance
Life insurance
Professional development assistance
Retirement plan
Vision insurance
Compensation Package:
1099 contract
Bonus opportunities
Commission pay
Work Location: In person
Oct 20, 2025
Full time
GET MORE OUT OF YOUR CAREER
Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.
Northwestern Mutual is seeking a new Financial Representative to join our firm. A successful applicant will have strong interpersonal and communication skills, have a demonstrated history of personal success, would thrive in an entrepreneurial environment, value professional interdependence with a Fortune 100 company, and have a demonstrated interest in community impact and business development.
We've been helping clients achieve financial security for over 166 years. We are searching for an individual to help us carry on that tradition, by joining our firm. Finance background is not needed – successful advisors come from a wide range of backgrounds and experiences, and many people find their calling in financial services after working in other industries.
Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products.
Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
You could be right for this opportunity if you have:
Professional work experience, military experience, and/or 4-year degree
Entrepreneurial ambitions
History of success
Excellent time-management skills
Desire for continuous learning
Interpersonal relationship skills
Job Type: Full-time
Pay: $100,000.00 - $160,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Retirement plan
Vision insurance
Compensation Package:
1099 contract
Bonus opportunities
Commission pay
Ability to Commute:
Fisher's, IN 46256 (Preferred)
Ability to Relocate:
Fisher's, IN 46256: Relocate before starting work (Preferred)
Work Location: Hybrid remote in Fisher's, IN 46256
Job Type: Full-time
Benefits:
401(k)
Dental insurance
Flexible schedule
Health insurance
Life insurance
Professional development assistance
Retirement plan
Vision insurance
Compensation Package:
1099 contract
Bonus opportunities
Commission pay
Work Location: In person
Role Description
This is a full-time on-site role for a Financial Representative located in Garden City, Long Island NY. The Financial Representative will engage in daily client acquisition/outreach, financial planning, including developing financial strategies, and providing investment and retirement planning advice to clients that they onboard.
Qualifications
Experience in Financial Planning and Retirement Planning Preferred but not necessary
Excellent organization, self discipline required.
Sales/Entrepreneurial Mindset.
Excellent interpersonal and communication skills.
Ability to work on-site in Garden City, NY
Bachelor’s degree in Finance, Business, Economics, or related field is preferred.
State Life, Accident, Health Required Pre-Training.
SIE, Series 6/7, Series 63 Sponsored (required within 1 year of contract)
Compensation and Benefits
1st Year Compensation based largely on un-capped commissions and activity-based incentives.
Health, Vision, Dental
Pension based off of tenure and production.
Sep 08, 2025
Full time
Role Description
This is a full-time on-site role for a Financial Representative located in Garden City, Long Island NY. The Financial Representative will engage in daily client acquisition/outreach, financial planning, including developing financial strategies, and providing investment and retirement planning advice to clients that they onboard.
Qualifications
Experience in Financial Planning and Retirement Planning Preferred but not necessary
Excellent organization, self discipline required.
Sales/Entrepreneurial Mindset.
Excellent interpersonal and communication skills.
Ability to work on-site in Garden City, NY
Bachelor’s degree in Finance, Business, Economics, or related field is preferred.
State Life, Accident, Health Required Pre-Training.
SIE, Series 6/7, Series 63 Sponsored (required within 1 year of contract)
Compensation and Benefits
1st Year Compensation based largely on un-capped commissions and activity-based incentives.
Health, Vision, Dental
Pension based off of tenure and production.
A Typical Day
As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.
Joining H&R Block as a seasonal, experienced Tax Professional means you’ll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.
What you'll bring to the team...
Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
Prepare complete and accurate tax returns
Generate business growth, increase client retention, and offer additional products and services
Provide clients with IRS support
All certification levels can provide tax notice services
Circular 230 associates can provide audit representation
Mentor and support teammates
Successful completion of the H&R Block Tax Knowledge Assessment*
Experience in accounting, finance, bookkeeping or tax
Experience completing individual returns
Experience working in a fast-paced environment
Comfort working with virtual tools – video, phone and chat
Ability to effectively communicate in person, via phone and in writing
Must meet IRS and applicable state requirements
High school diploma / equivalent or higher
It would be even better if you also had...
Bachelor’s degree in accounting or related field
CPA or Enrolled Agent certification
Experience completing complex returns (individual, trust, partnership)
5+ years of experience in accounting, finance, bookkeeping or tax
Experience conducting virtual tax interviews
Experience with tax planning and audit support
Sales and/or marketing experience
Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
Employee Assistance Program with Health Advocate.
Wellbeing program , BetterYou, to help you build healthy habits.
Neurodiversity and caregiver support available to you and your family.
Various discounts on everyday items and services.
Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
Check out all available benefits at www.blockbenefits.com .
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you’re looking to make an impact, H&R Block is the place for you.
*Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Sep 08, 2025
Full time
A Typical Day
As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.
Joining H&R Block as a seasonal, experienced Tax Professional means you’ll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.
What you'll bring to the team...
Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
Prepare complete and accurate tax returns
Generate business growth, increase client retention, and offer additional products and services
Provide clients with IRS support
All certification levels can provide tax notice services
Circular 230 associates can provide audit representation
Mentor and support teammates
Successful completion of the H&R Block Tax Knowledge Assessment*
Experience in accounting, finance, bookkeeping or tax
Experience completing individual returns
Experience working in a fast-paced environment
Comfort working with virtual tools – video, phone and chat
Ability to effectively communicate in person, via phone and in writing
Must meet IRS and applicable state requirements
High school diploma / equivalent or higher
It would be even better if you also had...
Bachelor’s degree in accounting or related field
CPA or Enrolled Agent certification
Experience completing complex returns (individual, trust, partnership)
5+ years of experience in accounting, finance, bookkeeping or tax
Experience conducting virtual tax interviews
Experience with tax planning and audit support
Sales and/or marketing experience
Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
Employee Assistance Program with Health Advocate.
Wellbeing program , BetterYou, to help you build healthy habits.
Neurodiversity and caregiver support available to you and your family.
Various discounts on everyday items and services.
Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
Check out all available benefits at www.blockbenefits.com .
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you’re looking to make an impact, H&R Block is the place for you.
*Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Northwestern Mutual – Baltimore
Baltimore, East Case, MD 21202, USA
Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Financial Representative, you have the opportunity to:
Build —Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
Educate —Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
Influence — Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
Own —Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients’ needs.
Here at Northwestern Mutual, we believe there’s more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you’ll find the growth that fits your vision and your business.
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship
Aug 01, 2025
Full time
Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Financial Representative, you have the opportunity to:
Build —Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
Educate —Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
Influence — Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
Own —Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients’ needs.
Here at Northwestern Mutual, we believe there’s more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you’ll find the growth that fits your vision and your business.
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship
H&R Block
Sacramento, Folsom, Elk Grove, North Highlands, Citrus Heights, Roseville, Rancho Cordova, Carmichael, Placerville, Diamond Springs, Cameron Park, Galt, Redding
A Typical Day
As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.
Joining H&R Block as a seasonal, experienced Tax Professional means you’ll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.
What you'll bring to the team...
Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
Prepare complete and accurate tax returns
Generate business growth, increase client retention, and offer additional products and services
Provide clients with IRS support
All certification levels can provide tax notice services
Circular 230 associates can provide audit representation
Mentor and support teammates
Successful completion of the H&R Block Tax Knowledge Assessment*
Experience in accounting, finance, bookkeeping or tax
Experience completing individual returns
Experience working in a fast-paced environment
Comfort working with virtual tools – video, phone and chat
Ability to effectively communicate in person, via phone and in writing
Must meet IRS and applicable state requirements
High school diploma / equivalent or higher
It would be even better if you also had...
Bachelor’s degree in accounting or related field
CPA or Enrolled Agent certification
Experience completing complex returns (individual, trust, partnership)
5+ years of experience in accounting, finance, bookkeeping or tax
Experience conducting virtual tax interviews
Experience with tax planning and audit support
Sales and/or marketing experience
Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
Employee Assistance Program with Health Advocate.
Wellbeing program , BetterYou, to help you build healthy habits.
Neurodiversity and caregiver support available to you and your family.
Various discounts on everyday items and services.
Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
Check out all available benefits at www.blockbenefits.com .
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you’re looking to make an impact, H&R Block is the place for you.
*Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Jul 08, 2025
Full time
A Typical Day
As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.
Joining H&R Block as a seasonal, experienced Tax Professional means you’ll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.
What you'll bring to the team...
Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
Prepare complete and accurate tax returns
Generate business growth, increase client retention, and offer additional products and services
Provide clients with IRS support
All certification levels can provide tax notice services
Circular 230 associates can provide audit representation
Mentor and support teammates
Successful completion of the H&R Block Tax Knowledge Assessment*
Experience in accounting, finance, bookkeeping or tax
Experience completing individual returns
Experience working in a fast-paced environment
Comfort working with virtual tools – video, phone and chat
Ability to effectively communicate in person, via phone and in writing
Must meet IRS and applicable state requirements
High school diploma / equivalent or higher
It would be even better if you also had...
Bachelor’s degree in accounting or related field
CPA or Enrolled Agent certification
Experience completing complex returns (individual, trust, partnership)
5+ years of experience in accounting, finance, bookkeeping or tax
Experience conducting virtual tax interviews
Experience with tax planning and audit support
Sales and/or marketing experience
Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
Employee Assistance Program with Health Advocate.
Wellbeing program , BetterYou, to help you build healthy habits.
Neurodiversity and caregiver support available to you and your family.
Various discounts on everyday items and services.
Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
Check out all available benefits at www.blockbenefits.com .
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you’re looking to make an impact, H&R Block is the place for you.
*Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
H&R Block
Sacramento, Folsom, Elk Grove, North Highlands, Citrus Heights, Roseville, Rancho Cordova, Carmichael, Placerville, Diamond Springs, Cameron Park, Galt, Redding
A Typical Day
As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.
Joining H&R Block as a seasonal, experienced Tax Professional means you’ll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.
What you'll bring to the team...
Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
Prepare complete and accurate tax returns
Generate business growth, increase client retention, and offer additional products and services
Provide clients with IRS support
All certification levels can provide tax notice services
Circular 230 associates can provide audit representation
Mentor and support teammates
Successful completion of the H&R Block Tax Knowledge Assessment*
Experience in accounting, finance, bookkeeping or tax
Experience completing individual returns
Experience working in a fast-paced environment
Comfort working with virtual tools – video, phone and chat
Ability to effectively communicate in person, via phone and in writing
Must meet IRS and applicable state requirements
High school diploma / equivalent or higher
It would be even better if you also had...
Bachelor’s degree in accounting or related field
CPA or Enrolled Agent certification
Experience completing complex returns (individual, trust, partnership)
5+ years of experience in accounting, finance, bookkeeping or tax
Experience conducting virtual tax interviews
Experience with tax planning and audit support
Sales and/or marketing experience
Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
Employee Assistance Program with Health Advocate.
Wellbeing program , BetterYou, to help you build healthy habits.
Neurodiversity and caregiver support available to you and your family.
Various discounts on everyday items and services.
Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
Check out all available benefits at www.blockbenefits.com .
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you’re looking to make an impact, H&R Block is the place for you.
*Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Jul 08, 2025
Full time
A Typical Day
As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.
Joining H&R Block as a seasonal, experienced Tax Professional means you’ll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.
What you'll bring to the team...
Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
Prepare complete and accurate tax returns
Generate business growth, increase client retention, and offer additional products and services
Provide clients with IRS support
All certification levels can provide tax notice services
Circular 230 associates can provide audit representation
Mentor and support teammates
Successful completion of the H&R Block Tax Knowledge Assessment*
Experience in accounting, finance, bookkeeping or tax
Experience completing individual returns
Experience working in a fast-paced environment
Comfort working with virtual tools – video, phone and chat
Ability to effectively communicate in person, via phone and in writing
Must meet IRS and applicable state requirements
High school diploma / equivalent or higher
It would be even better if you also had...
Bachelor’s degree in accounting or related field
CPA or Enrolled Agent certification
Experience completing complex returns (individual, trust, partnership)
5+ years of experience in accounting, finance, bookkeeping or tax
Experience conducting virtual tax interviews
Experience with tax planning and audit support
Sales and/or marketing experience
Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
Employee Assistance Program with Health Advocate.
Wellbeing program , BetterYou, to help you build healthy habits.
Neurodiversity and caregiver support available to you and your family.
Various discounts on everyday items and services.
Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
Check out all available benefits at www.blockbenefits.com .
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you’re looking to make an impact, H&R Block is the place for you.
*Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Bankers Life and Casualty
Woodstock, GA 30188, USA
Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Professional, you will:
Build a client base by growing relationships with your network and providing guidance
Gain expertise through sponsored coursework and proprietary agent development training
Guide clients through important financial decisions using the latest software and our expansive product portfolio
Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Professional?
The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
Self-motivation to connect with company provided sales leads and network with new clients
Strong relationship building, communication, and time-management skills
A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®
Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Jun 25, 2025
Full time
Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Professional, you will:
Build a client base by growing relationships with your network and providing guidance
Gain expertise through sponsored coursework and proprietary agent development training
Guide clients through important financial decisions using the latest software and our expansive product portfolio
Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Professional?
The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
Self-motivation to connect with company provided sales leads and network with new clients
Strong relationship building, communication, and time-management skills
A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®
Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Ameriprise Financials’ ACD Program, you can begin a structured three-year training program that helps you build a rewarding and successful career as a financial advisor. New advisors are placed in well-established branch offices and receive an abundance of training and resources.
Jun 25, 2025
Full time
Ameriprise Financials’ ACD Program, you can begin a structured three-year training program that helps you build a rewarding and successful career as a financial advisor. New advisors are placed in well-established branch offices and receive an abundance of training and resources.
Mountain America Credit Union
Las Vegas, NV 89128, USA
FSR (Bilingual English/Spanish) - At Mountain America, the Financial Services Representative (FSR) recognizes and meets member needs by providing quality service through loan servicing transactions and cross-selling products and services in order to help our members achieve their financial dreams.
LOCATION
Las Vegas Branch
7280 W Lake Mead Blvd
Las Vegas, NV 89128
SCHEDULE
Full Time; Monday – Friday 8:40am – 6:15pm
To be effective, an individual must be able to perform each job duty successfully.
Member Focus
Builds and maintains relationships with Mountain America Credit Union Members by engaging in conversations in person and over the phone.
Provides quality service by assessing, advising, and assisting credit union membership.
Recognizes member needs and cross-sells products and services as needs arise through a consultation approach.
Educates members about MACU products and services.
Consistent focus on increasing member satisfaction and account retention.
Expected to meet production goals as a representation to help our members.
May follow up with members on product referrals (e.g. warm calling).
Uses lead lists to make outbound efforts (cold calling) to call existing membership to provide additional consultation on MACU products and services.
Greets all members professionally.
To be effective, an individual must be able to perform each job duty successfully.
Member Focus
Provides exceptional member service to credit union membership by assessing member needs, advising to improve their financial situation. Which includes opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives.
Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
Consistent focus on increasing member satisfaction, building the membership base and account retention
Expected to meet sales and service goals
Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach
Loan Servicing
Originates loans by accepting, reviewing, and approving loan applications.
Interviews loan applicants, reviewing credit report and cross-sells loans.
Prepares loan documentation, initiates credit reports and conducts closings for home equity, personal, and auto loans
Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position
Loan Underwriters, Title Specialist
Other Responsibilities
Acts as a liaison to Business Services
Reaches out to the community through outbound phone calls and by attending SEG events
Performs Teller duties as needed
Represents the credit union in a professional manner, both in dress and in actions
Keeps work area neat and clean
Responds to email/voicemail/missed calls/other communication in a timely manner
Actively participates and completes product knowledge courses
Complies with all regulations as required by law
May require travel to other branches
Performs other duties as assigned
KNOWLEDGE, SKILLS, and ABILITIES The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
At least one year of retail banking or related sales and customer service experience
Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence.
Ability to multi-task and maintain composure while handling all member activities and requests
Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
Ability to perform mathematical calculations.
Ability to communicate effectively using written and verbal communication
Education
High school diploma or equivalent
Licenses, Certificates, Registrations, Trainings
To be completed during the first 90 days:
MSR Certification Package:
Teller Follow-up Training
MSR Sales Certification
Annual FSR Certification
Training to be completed generally during the first 90 days:
New Account Training
IRA Training
Loan Training
Loan Follow-up Training
Notary Public
NMLS Certification
Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration
Computer/Office Equipment Skills
Basic computer operating skills
Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)
Type a minimum of 35 words per minute preferred
Symitar experience preferred
Managerial Responsibility
No supervisory/managerial responsibilities
Other Skills and Abilities
Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence
Ability to multi-task and maintain composure while handling all member activities and requests
Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
Ability to perform mathematical calculations
Ability to communicate effectively using written and verbal communication
Thorough knowledge of credit union policies, procedures and regulations
Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
Ability to perform mathematical calculations
Ability to communicate effectively using written and verbal communication
PHYSICAL ABILITIES / WORKING CONDITIONS
Physical Demands
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
Ability to stand, walk, kneel and crouch occasionally
Vision Requirements
Close vision (clear vision at 20 inches or less)
Distance Vision (clear vision at 20 feet or more)
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
Environmental
There are no unusually environmental factors
Noise Environment
Moderate noise (business office with computers and printers, light traffic)
***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***
#LI-JL1
#INDMS
MEO (Bilingual (English/Spanish) - At Mountain America, the MEO recognizes and meets member needs by providing quality service through teller, branch operations, and loan servicing transactions and cross-selling products and services in order to help our members achieve their financial dreams. This is a preparatory position to develop our future Financial Services Representatives and Member Experience Officers for placement in an assigned branch.
LOCATION
Henderson St. Rose Parkway Branch:
3451 St. Rose Pkwy
Henderson, NV 89052
Las Vegas Lake Mead Branch:
7280 W Lake Mead Blvd.
Las Vegas, NV 89128
* This position requires flexibility to work at multiple locations based on business needs. The employee must be willing and able to commute between these locations as required.
SCHEDULE
Full Time; Monday – Friday 8:40am – 6:15pm
At Mountain America, we are committed to taking care of all our employees.
Starting competitive pay of $18.50 per hour and can increase depending on experience, plus incentives
Performance reviews with opportunities to increase compensation
Excellent medical and dental benefits with minimal employee contribution (full time employees)
Paid time off, volunteer time off, and paid holidays
Matching 401K
Tuition assistance
Professional development
And more!
To be effective, an individual must be able to perform each job duty successfully.
Member Focus
Builds and maintains relationships with Mountain America Credit Union Members by engaging in conversations in person and over the phone
Provides quality service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs .
Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach .
Fulfills member requests for products and services while looking for ways to grow member relationships and accomplish credit union objectives.
Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
Follows up with member interactions with thank you notes and phone calls using the MACU (222) approach
Loan Servicing
Prepares and disburses loans within lending limits and credit union guidelines
Originates loans by accepting and reviewing loan applications, interviewing loan applicants, reviewing credit report and cross-sells loans.
Prepares loan documentation, initiates credit reports and conducts closings for home equity, personal, and auto loans
Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position
Cash Transactions
Accurately maintains cash drawer.
Accurately and efficiently processes transactions in accordance with established policies and procedures
Assists in the opening and closing procedures of the branch
Responsible for Branch Security which includes vault combinations, security codes, and member information
Handles all transactions with accuracy and courtesy, while maintain privacy and security.
Other Responsibilities
While in this position, will travel within regional area (up to 15 miles), to provide assistance to different branches and receive training and feedback from different branch leaders.
Requires occasional travel to other branches
Acts as a liaison to Business Services Reaches out to the community through outbound phone calls and by attending SEG events
Performs Teller duties as needed
Represents the credit union in a professional manner, both in dress and in actions
Keeps work area neat and clean
Responds to email/voicemail/missed calls/other communication in a timely manner
Actively participates and completes product knowledge courses
Complies with all regulations as required by law
Performs other duties as assigned
KNOWLEDGE, SKILLS, and ABILITIES The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
At least one year of retail banking or related sales and customer service experience preferred.
Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence.
Ability to multi-task and maintain composure while handling all member activities and requests
Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
Ability to perform mathematical calculations.
Ability to communicate effectively using written and verbal communication
Education High school diploma or equivalent
Licenses, Certificates, Registrations, Trainings
To be completed during the first 90 days:
Valid Driver’s license required.
MSR Certification Package:
Teller Follow-up Training
MSR Sales Certification
Annual FSR Certification
Training to be completed generally during the first 90 days:
New Account Training
IRA Training
Loan Training
Loan Follow-up Training
Notary Public
NMLS Certification
Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration
Computer/Office Equipment Skills
Basic computer operating skills
Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)
Type a minimum of 35 words per minute preferred
Symitar experience preferred
Managerial Responsibility
No supervisory/managerial responsibilities
Other Skills and Abilities
Thorough knowledge of credit union policies, procedures and regulations
Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
Ability to perform mathematical calculations
Ability to communicate effectively using written and verbal communication
PHYSICAL ABILITIES / WORKING CONDITIONS
Physical Demands
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
Ability to stand, walk, kneel and crouch occasionally
Vision Requirements
Close vision (clear vision at 20 inches or less)
Distance Vision (clear vision at 20 feet or more)
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
Environmental
There are no unusually environmental factors
Noise Environment
Moderate noise (business office with computers and printers, light traffic)
***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***
May 15, 2025
Full time
FSR (Bilingual English/Spanish) - At Mountain America, the Financial Services Representative (FSR) recognizes and meets member needs by providing quality service through loan servicing transactions and cross-selling products and services in order to help our members achieve their financial dreams.
LOCATION
Las Vegas Branch
7280 W Lake Mead Blvd
Las Vegas, NV 89128
SCHEDULE
Full Time; Monday – Friday 8:40am – 6:15pm
To be effective, an individual must be able to perform each job duty successfully.
Member Focus
Builds and maintains relationships with Mountain America Credit Union Members by engaging in conversations in person and over the phone.
Provides quality service by assessing, advising, and assisting credit union membership.
Recognizes member needs and cross-sells products and services as needs arise through a consultation approach.
Educates members about MACU products and services.
Consistent focus on increasing member satisfaction and account retention.
Expected to meet production goals as a representation to help our members.
May follow up with members on product referrals (e.g. warm calling).
Uses lead lists to make outbound efforts (cold calling) to call existing membership to provide additional consultation on MACU products and services.
Greets all members professionally.
To be effective, an individual must be able to perform each job duty successfully.
Member Focus
Provides exceptional member service to credit union membership by assessing member needs, advising to improve their financial situation. Which includes opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives.
Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
Consistent focus on increasing member satisfaction, building the membership base and account retention
Expected to meet sales and service goals
Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach
Loan Servicing
Originates loans by accepting, reviewing, and approving loan applications.
Interviews loan applicants, reviewing credit report and cross-sells loans.
Prepares loan documentation, initiates credit reports and conducts closings for home equity, personal, and auto loans
Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position
Loan Underwriters, Title Specialist
Other Responsibilities
Acts as a liaison to Business Services
Reaches out to the community through outbound phone calls and by attending SEG events
Performs Teller duties as needed
Represents the credit union in a professional manner, both in dress and in actions
Keeps work area neat and clean
Responds to email/voicemail/missed calls/other communication in a timely manner
Actively participates and completes product knowledge courses
Complies with all regulations as required by law
May require travel to other branches
Performs other duties as assigned
KNOWLEDGE, SKILLS, and ABILITIES The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
At least one year of retail banking or related sales and customer service experience
Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence.
Ability to multi-task and maintain composure while handling all member activities and requests
Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
Ability to perform mathematical calculations.
Ability to communicate effectively using written and verbal communication
Education
High school diploma or equivalent
Licenses, Certificates, Registrations, Trainings
To be completed during the first 90 days:
MSR Certification Package:
Teller Follow-up Training
MSR Sales Certification
Annual FSR Certification
Training to be completed generally during the first 90 days:
New Account Training
IRA Training
Loan Training
Loan Follow-up Training
Notary Public
NMLS Certification
Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration
Computer/Office Equipment Skills
Basic computer operating skills
Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)
Type a minimum of 35 words per minute preferred
Symitar experience preferred
Managerial Responsibility
No supervisory/managerial responsibilities
Other Skills and Abilities
Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence
Ability to multi-task and maintain composure while handling all member activities and requests
Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
Ability to perform mathematical calculations
Ability to communicate effectively using written and verbal communication
Thorough knowledge of credit union policies, procedures and regulations
Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
Ability to perform mathematical calculations
Ability to communicate effectively using written and verbal communication
PHYSICAL ABILITIES / WORKING CONDITIONS
Physical Demands
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
Ability to stand, walk, kneel and crouch occasionally
Vision Requirements
Close vision (clear vision at 20 inches or less)
Distance Vision (clear vision at 20 feet or more)
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
Environmental
There are no unusually environmental factors
Noise Environment
Moderate noise (business office with computers and printers, light traffic)
***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***
#LI-JL1
#INDMS
MEO (Bilingual (English/Spanish) - At Mountain America, the MEO recognizes and meets member needs by providing quality service through teller, branch operations, and loan servicing transactions and cross-selling products and services in order to help our members achieve their financial dreams. This is a preparatory position to develop our future Financial Services Representatives and Member Experience Officers for placement in an assigned branch.
LOCATION
Henderson St. Rose Parkway Branch:
3451 St. Rose Pkwy
Henderson, NV 89052
Las Vegas Lake Mead Branch:
7280 W Lake Mead Blvd.
Las Vegas, NV 89128
* This position requires flexibility to work at multiple locations based on business needs. The employee must be willing and able to commute between these locations as required.
SCHEDULE
Full Time; Monday – Friday 8:40am – 6:15pm
At Mountain America, we are committed to taking care of all our employees.
Starting competitive pay of $18.50 per hour and can increase depending on experience, plus incentives
Performance reviews with opportunities to increase compensation
Excellent medical and dental benefits with minimal employee contribution (full time employees)
Paid time off, volunteer time off, and paid holidays
Matching 401K
Tuition assistance
Professional development
And more!
To be effective, an individual must be able to perform each job duty successfully.
Member Focus
Builds and maintains relationships with Mountain America Credit Union Members by engaging in conversations in person and over the phone
Provides quality service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs .
Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach .
Fulfills member requests for products and services while looking for ways to grow member relationships and accomplish credit union objectives.
Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
Follows up with member interactions with thank you notes and phone calls using the MACU (222) approach
Loan Servicing
Prepares and disburses loans within lending limits and credit union guidelines
Originates loans by accepting and reviewing loan applications, interviewing loan applicants, reviewing credit report and cross-sells loans.
Prepares loan documentation, initiates credit reports and conducts closings for home equity, personal, and auto loans
Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position
Cash Transactions
Accurately maintains cash drawer.
Accurately and efficiently processes transactions in accordance with established policies and procedures
Assists in the opening and closing procedures of the branch
Responsible for Branch Security which includes vault combinations, security codes, and member information
Handles all transactions with accuracy and courtesy, while maintain privacy and security.
Other Responsibilities
While in this position, will travel within regional area (up to 15 miles), to provide assistance to different branches and receive training and feedback from different branch leaders.
Requires occasional travel to other branches
Acts as a liaison to Business Services Reaches out to the community through outbound phone calls and by attending SEG events
Performs Teller duties as needed
Represents the credit union in a professional manner, both in dress and in actions
Keeps work area neat and clean
Responds to email/voicemail/missed calls/other communication in a timely manner
Actively participates and completes product knowledge courses
Complies with all regulations as required by law
Performs other duties as assigned
KNOWLEDGE, SKILLS, and ABILITIES The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
At least one year of retail banking or related sales and customer service experience preferred.
Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence.
Ability to multi-task and maintain composure while handling all member activities and requests
Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
Ability to perform mathematical calculations.
Ability to communicate effectively using written and verbal communication
Education High school diploma or equivalent
Licenses, Certificates, Registrations, Trainings
To be completed during the first 90 days:
Valid Driver’s license required.
MSR Certification Package:
Teller Follow-up Training
MSR Sales Certification
Annual FSR Certification
Training to be completed generally during the first 90 days:
New Account Training
IRA Training
Loan Training
Loan Follow-up Training
Notary Public
NMLS Certification
Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration
Computer/Office Equipment Skills
Basic computer operating skills
Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)
Type a minimum of 35 words per minute preferred
Symitar experience preferred
Managerial Responsibility
No supervisory/managerial responsibilities
Other Skills and Abilities
Thorough knowledge of credit union policies, procedures and regulations
Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
Ability to perform mathematical calculations
Ability to communicate effectively using written and verbal communication
PHYSICAL ABILITIES / WORKING CONDITIONS
Physical Demands
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
Ability to stand, walk, kneel and crouch occasionally
Vision Requirements
Close vision (clear vision at 20 inches or less)
Distance Vision (clear vision at 20 feet or more)
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
Environmental
There are no unusually environmental factors
Noise Environment
Moderate noise (business office with computers and printers, light traffic)
***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***
UNIFY Financial Credit Union
Liberty, NC 27298, USA
Daily, you will:
Step in and helps the team through peak hours in all areas (Teller, lending, mortgage, and member calls).
The ability to build rapport with all team members to assist in the growth of the team member and branch(es).
An ability to understand, acknowledge, and adapt to the changes within the branch, region, and organization.
Resolve member issues regarding their existing financial products (checking, savings, credit cards, auto loans, etc.).
Encourage business development by implementing promotions, training staff to reach goals, bringing in new business, and coordinating special events.
Provide solutions based on training and available resources.
Attend scheduled management meetings.
Conduct huddles and one-on-one meetings for staff training and progression.
What you will get from us:
Competitive pay: $27.82/hour
Extensive job-preparedness training.
A leadership team compassionate about preparing you and supporting you for growth within UNIFY FCU.
A leadership team committed to growth, motivation and a positive environment.
A culture of inclusivity, belonging and fairness
Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives
Bilingual and weekend hourly pay differential, where applicable.
What we need from you:
Lending Certified
Passion for helping people and an empathetic ear to our teams’ and member’s needs.
Desire for growth.
Ability to build relationships with credit union members and teammates. Also, the ability to work alone.
Willingness to work at all branch levels.
Ability to pivot in daily tasks, procedures, and workspace.
High school diploma or equivalent
Overview:
UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful
Summary:
Assists Branch Manager and/or Branch Supervisor with planning and directing operational activities and staff of the branch and members with teller and Member Service duties while providing Superior Member Service.
Responsibilities:
Provides efficient and accurate service by processing financial requests including but not limited to, establishing new member accounts (including IRA, Trust, Term-Share certificates, and Money Market shares), online banking set-up, instant card issuance, research requests, stop payments, notary services, wire transfers and all teller transactions.
In the absence of branch management, oversees the daily operations of the branch including but not limited to, ensuring that lunch and breaks are followed properly.
Ensures that team members have full understanding of updates to Policy and Procedure, objectives, programs, promotions, features and benefits of all products and conducts branch meetings as necessary. In addition, ensures that lending functions and processes, for consumer and real estate, are being followed by team members as designated.
Assists branch management to ensure team members are trained, and are held accountable for achieving specific goals and sales objectives through performance.
Becomes Lending Certified and performs functions related to consumer lending, including accepting and inputting loan applications, loan processing, and loan funding while following lending policies, procedures and guidelines.
Cross-sells ancillary products on Consumer Loans.
Discusses and explains Pre-Approval conditions with members.
Processes mortgage loans through Mortgage Builder and utilizes system notes to communicate with members through the loan process.
Discusses mortgage rates with members while utilizing the Daily Rate Workbook and explains to members mortgage product options.
Ensures the locking of rates and submits the required stipulations (e.g. $500 processing fee, proof of income).
Discusses the Good Faith Estimate (GFE) and breaks down fees for the member.
Profiles the financial needs of new and existing members through open-ended interviewing techniques to identify cross-sell opportunities.
Participates in completing outbound calls from the available call lists and effectively cross-sell to the membership.
Participates in business development activities including but not limited to site visits and community events.
Initiates and opens additional shares for members and new memberships as necessary while explaining and promoting Credit Union products and services.
Provides routine to complex information concerning Credit Union services and resolves issues, if necessary, directs members to branch management for specific information and service.
Utilizes the Member Profile Sheet to ensure that the member has the complete benefit of the membership and to ensure the proper follow-up with the member is completed. In addition, is proficient in the Member Profile Sheet to develop branch team members to utilize it as required.
Participates in daily operations including but not limited to opening and closing the branch, participates in all operational audits, cash and negotiable item balancing, ordering of cash, and maintains proper inventory of branch supplies.
Maintains up-to-date knowledge of features and benefits of all products and services and keeps informed of changes in Credit Union policies and procedures.
Ensures satisfactory branch audits including but not limited to, cash and negotiable items, security, and operational processes.
Ensures full compliance with UNIFY Financial Credit Union Service Standards, policies, procedures, the Bank Secrecy Act and Federal regulations.
Becomes a Notary Public to service member needs.
Performs all other duties as assigned
Qualifications:
Requires a high school diploma or equivalent with a minimum of two years related experience in a financial institution and a minimum of one-year supervisory/lead experience preferred.
Requires thorough knowledge of all Teller and New Accounts functions and Loan Processing experience, effective verbal and written communication skills and proficiency in Microsoft Word and Excel applications.
See the UNIFY Difference!
At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.
Competitive Compensation and Excellent Benefits Package* Includes:
Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance Dependent and Medical Care - Flexible Spending Accounts Vacation, Sick, Personal and Holiday Pay 401(K) Plan with employer match Education reimbursement for approved programs UNIFY banking privileges for you and your family *All programs subject to review and change
An offer of employment is conditioned upon complying with UNIFY's requirements including, but not limited to, signing a consent to conduct a background investigation.
UNIFY is proud to be a drug-free, EOE including disability/vets. For more information on UNIFY, visit us at www.unifyfcu.com
May 15, 2025
Full time
Daily, you will:
Step in and helps the team through peak hours in all areas (Teller, lending, mortgage, and member calls).
The ability to build rapport with all team members to assist in the growth of the team member and branch(es).
An ability to understand, acknowledge, and adapt to the changes within the branch, region, and organization.
Resolve member issues regarding their existing financial products (checking, savings, credit cards, auto loans, etc.).
Encourage business development by implementing promotions, training staff to reach goals, bringing in new business, and coordinating special events.
Provide solutions based on training and available resources.
Attend scheduled management meetings.
Conduct huddles and one-on-one meetings for staff training and progression.
What you will get from us:
Competitive pay: $27.82/hour
Extensive job-preparedness training.
A leadership team compassionate about preparing you and supporting you for growth within UNIFY FCU.
A leadership team committed to growth, motivation and a positive environment.
A culture of inclusivity, belonging and fairness
Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives
Bilingual and weekend hourly pay differential, where applicable.
What we need from you:
Lending Certified
Passion for helping people and an empathetic ear to our teams’ and member’s needs.
Desire for growth.
Ability to build relationships with credit union members and teammates. Also, the ability to work alone.
Willingness to work at all branch levels.
Ability to pivot in daily tasks, procedures, and workspace.
High school diploma or equivalent
Overview:
UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful
Summary:
Assists Branch Manager and/or Branch Supervisor with planning and directing operational activities and staff of the branch and members with teller and Member Service duties while providing Superior Member Service.
Responsibilities:
Provides efficient and accurate service by processing financial requests including but not limited to, establishing new member accounts (including IRA, Trust, Term-Share certificates, and Money Market shares), online banking set-up, instant card issuance, research requests, stop payments, notary services, wire transfers and all teller transactions.
In the absence of branch management, oversees the daily operations of the branch including but not limited to, ensuring that lunch and breaks are followed properly.
Ensures that team members have full understanding of updates to Policy and Procedure, objectives, programs, promotions, features and benefits of all products and conducts branch meetings as necessary. In addition, ensures that lending functions and processes, for consumer and real estate, are being followed by team members as designated.
Assists branch management to ensure team members are trained, and are held accountable for achieving specific goals and sales objectives through performance.
Becomes Lending Certified and performs functions related to consumer lending, including accepting and inputting loan applications, loan processing, and loan funding while following lending policies, procedures and guidelines.
Cross-sells ancillary products on Consumer Loans.
Discusses and explains Pre-Approval conditions with members.
Processes mortgage loans through Mortgage Builder and utilizes system notes to communicate with members through the loan process.
Discusses mortgage rates with members while utilizing the Daily Rate Workbook and explains to members mortgage product options.
Ensures the locking of rates and submits the required stipulations (e.g. $500 processing fee, proof of income).
Discusses the Good Faith Estimate (GFE) and breaks down fees for the member.
Profiles the financial needs of new and existing members through open-ended interviewing techniques to identify cross-sell opportunities.
Participates in completing outbound calls from the available call lists and effectively cross-sell to the membership.
Participates in business development activities including but not limited to site visits and community events.
Initiates and opens additional shares for members and new memberships as necessary while explaining and promoting Credit Union products and services.
Provides routine to complex information concerning Credit Union services and resolves issues, if necessary, directs members to branch management for specific information and service.
Utilizes the Member Profile Sheet to ensure that the member has the complete benefit of the membership and to ensure the proper follow-up with the member is completed. In addition, is proficient in the Member Profile Sheet to develop branch team members to utilize it as required.
Participates in daily operations including but not limited to opening and closing the branch, participates in all operational audits, cash and negotiable item balancing, ordering of cash, and maintains proper inventory of branch supplies.
Maintains up-to-date knowledge of features and benefits of all products and services and keeps informed of changes in Credit Union policies and procedures.
Ensures satisfactory branch audits including but not limited to, cash and negotiable items, security, and operational processes.
Ensures full compliance with UNIFY Financial Credit Union Service Standards, policies, procedures, the Bank Secrecy Act and Federal regulations.
Becomes a Notary Public to service member needs.
Performs all other duties as assigned
Qualifications:
Requires a high school diploma or equivalent with a minimum of two years related experience in a financial institution and a minimum of one-year supervisory/lead experience preferred.
Requires thorough knowledge of all Teller and New Accounts functions and Loan Processing experience, effective verbal and written communication skills and proficiency in Microsoft Word and Excel applications.
See the UNIFY Difference!
At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.
Competitive Compensation and Excellent Benefits Package* Includes:
Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance Dependent and Medical Care - Flexible Spending Accounts Vacation, Sick, Personal and Holiday Pay 401(K) Plan with employer match Education reimbursement for approved programs UNIFY banking privileges for you and your family *All programs subject to review and change
An offer of employment is conditioned upon complying with UNIFY's requirements including, but not limited to, signing a consent to conduct a background investigation.
UNIFY is proud to be a drug-free, EOE including disability/vets. For more information on UNIFY, visit us at www.unifyfcu.com
Search description: The Personal Banking Representative (PBR) I provides excellent customer service by establishing a working relationship with internal and external customers through effective communication. They have developed proficiency in all duties and functions related to Customer Service Representative. Description:
Essential Duties/Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Practices exceptional service with customers using available training programs and measurement tools.
Proficiency in deposit processing duties including cash handling and cash drawer balancing.
Uses numerous software applications to accomplish daily tasks with minimal errors.
Understands the features and benefits of Alpine Bank consumer and business products and services
Completes New Accounts training; opens and maintains consumer and commercial bank accounts
Demonstrates proficiency in the following operational functions
Wires, endorsements, basic bookkeeping, ATM settlement, vault balancing, vault cash ordering
Safe deposit box entry/exit functions, and basic fraud detection and location security
Generates correspondence to secure additional customer information to resolve customer concerns
Regular and reliable on-site attendance is required as an essential function of this position.
Performs other duties as assigned.
Employees are held accountable for all duties of this job.
Apr 14, 2025
Full time
Search description: The Personal Banking Representative (PBR) I provides excellent customer service by establishing a working relationship with internal and external customers through effective communication. They have developed proficiency in all duties and functions related to Customer Service Representative. Description:
Essential Duties/Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Practices exceptional service with customers using available training programs and measurement tools.
Proficiency in deposit processing duties including cash handling and cash drawer balancing.
Uses numerous software applications to accomplish daily tasks with minimal errors.
Understands the features and benefits of Alpine Bank consumer and business products and services
Completes New Accounts training; opens and maintains consumer and commercial bank accounts
Demonstrates proficiency in the following operational functions
Wires, endorsements, basic bookkeeping, ATM settlement, vault balancing, vault cash ordering
Safe deposit box entry/exit functions, and basic fraud detection and location security
Generates correspondence to secure additional customer information to resolve customer concerns
Regular and reliable on-site attendance is required as an essential function of this position.
Performs other duties as assigned.
Employees are held accountable for all duties of this job.
Griffith Foods is looking for both Hourly and Salary professionals in various disciplines across the North America region. Please go online to see full listings of job by location.
Apr 09, 2025
Full time
Griffith Foods is looking for both Hourly and Salary professionals in various disciplines across the North America region. Please go online to see full listings of job by location.
Reliance First Capital, LLC
North Massapequa, NY 11758, USA
Are You a Sales Superstar? Join Our Winning Team!
Are you an ambitious, results-driven individual with a passion for sales? Do you thrive in a fast-paced environment where your success is directly rewarded? If so, we want YOU to join our dynamic sales team!
What We Offer:
Competitive base salary + uncapped commission – your earning potential is in your hands!
Comprehensive PAID training and ongoing mentorship to ensure your success.
Company provided LEADS daily
Career growth opportunities – we promote from within!
A vibrant, high-energy work environment with a supportive team culture.
Performance-based incentives, bonuses, and rewards.
Comprehensive benefits: Medical, Dental, Vision, LTD, & 401(k) participation, paid time off
Why Join Us?
This is more than just a job – it’s an opportunity to build a lucrative career with a company that values your hard work. If you're looking for a role where effort equals rewards , apply today and start your journey to financial and professional success!
Ready to make your mark? Apply now!
Job Type: Full-time
Pay: $85,000.00 - $125,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Referral program
Vision insurance
Schedule:
Monday to Friday
Supplemental Pay:
Commission pay
Experience:
Sales Experience: 1 year (Required)
Ability to Commute:
Melville, NY 11747 (Required)
Work Location: In person
Mar 19, 2025
Full time
Are You a Sales Superstar? Join Our Winning Team!
Are you an ambitious, results-driven individual with a passion for sales? Do you thrive in a fast-paced environment where your success is directly rewarded? If so, we want YOU to join our dynamic sales team!
What We Offer:
Competitive base salary + uncapped commission – your earning potential is in your hands!
Comprehensive PAID training and ongoing mentorship to ensure your success.
Company provided LEADS daily
Career growth opportunities – we promote from within!
A vibrant, high-energy work environment with a supportive team culture.
Performance-based incentives, bonuses, and rewards.
Comprehensive benefits: Medical, Dental, Vision, LTD, & 401(k) participation, paid time off
Why Join Us?
This is more than just a job – it’s an opportunity to build a lucrative career with a company that values your hard work. If you're looking for a role where effort equals rewards , apply today and start your journey to financial and professional success!
Ready to make your mark? Apply now!
Job Type: Full-time
Pay: $85,000.00 - $125,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Referral program
Vision insurance
Schedule:
Monday to Friday
Supplemental Pay:
Commission pay
Experience:
Sales Experience: 1 year (Required)
Ability to Commute:
Melville, NY 11747 (Required)
Work Location: In person
Build a client base by growing relationships with your network and providing guidance
Gain expertise through sponsored coursework and proprietary agent development training
Guide clients through important financial decisions using the latest software and our expansive product portfolio
Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Professional?
The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
Self-motivation to connect with company provided sales leads and network with new clients
Strong relationship building, communication, and time-management skills
A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®
Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Mar 19, 2025
Full time
Build a client base by growing relationships with your network and providing guidance
Gain expertise through sponsored coursework and proprietary agent development training
Guide clients through important financial decisions using the latest software and our expansive product portfolio
Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Professional?
The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
Self-motivation to connect with company provided sales leads and network with new clients
Strong relationship building, communication, and time-management skills
A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®
Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
The Personal Banking Representative (PBR) I provides excellent customer service by establishing a working relationship with internal and external customers through effective communication. They have developed proficiency in all duties and functions related to Customer Service Representative.
Mar 04, 2025
Full time
The Personal Banking Representative (PBR) I provides excellent customer service by establishing a working relationship with internal and external customers through effective communication. They have developed proficiency in all duties and functions related to Customer Service Representative.
Experienced
Financial Professional
At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100
company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the
United States1 and holds the highest financial strength ratings currently awarded to any life insurer in the United States.2
We proudly have more MDRT members than any other company and know what it takes to help you be successful.3
What we offer...
Wide ranges of products to address clients’ needs.
With New York Life, you can offer diverse products and services to help meet your clients’ protection and financial needs.
These products include: life insurance, annuities, long term care insurance, disability insurance and investment products
offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and
workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to
offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by
becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser.
As a New York Life Agent*, you will also have access to the company’s Advanced Planning Group for large and complex case
design and support for your clients.
Flexibility to operate your practice.
With the flexibility to work in one of our over 100 offices nationally or work in a detached location, New York Life provides a
strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your
own business name with a DBA. You have the flexibility at New York Life to do what’s right for your practice.
Support and development opportunities to grow your practice.
New York Life will invest in you and your business from the start, with a product and developmental support team dedicated
to your success that will never compete with you for sales. Leverage New York Life’s industry-leading learning platform
for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to
specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning,4 Wealth Advisory,5 Estate
Planning and Business Planning. Beyond formal continuing education opportunities and reimbursement for obtaining
certain industry professional designations, New York Life offers strong peer-to-peer support options, including study
groups and mentorship opportunities. You’ll also get rewarded and acknowledged with our sales incentives and professional
development trips for top performing agents.
How we will compensate you.
You have the power to drive your own income with our commission-based compensation.6 The average income of our agents
under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements in 2023 was $117,359.7
In that same year, the average income of the top 50 of those agents was $1.68M.7 Benefits for eligible full-time agents include
medical, dental, vision, a 401(k) and pension.8 For more information about commission-based income and benefits for financial
professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits.
About New York Life...
As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest 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.9 To prepare for the future, we are constantly innovating and looking ahead
to find more ways to increase value for our clients.
Awards & Accolades...
We’re proud of our financial strength 2
A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody’s)
AA+ Very Strong (Standard & Poor’s)
We’re proud of the training we offer 10
Chief Learning Officer: 2023 CLO Learning Elite Gold award
We’re proud the be recognized by organizations that also value diversity
Seramount: 2023 Best Companies for Multicultural Women
Human Rights Campaign: 2023 Corporate Equality Index
Forbes 2023: America’s Best Employers for Diversity
We’re proud of the help we’ve provided and continue to provide our clients 11
5.3 million lives protected (includes all owners of individual life insurance and annuity policies)
$5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid.
Dividends are not guaranteed.)
$937 million lifetime annuity income paid (includes all payouts on individual income annuity products)
Over $1.2 trillion life insurance protection in force (includes term, whole, and universal life)12
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
*
Dec 04, 2024
Full time
Experienced
Financial Professional
At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100
company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the
United States1 and holds the highest financial strength ratings currently awarded to any life insurer in the United States.2
We proudly have more MDRT members than any other company and know what it takes to help you be successful.3
What we offer...
Wide ranges of products to address clients’ needs.
With New York Life, you can offer diverse products and services to help meet your clients’ protection and financial needs.
These products include: life insurance, annuities, long term care insurance, disability insurance and investment products
offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and
workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to
offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by
becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser.
As a New York Life Agent*, you will also have access to the company’s Advanced Planning Group for large and complex case
design and support for your clients.
Flexibility to operate your practice.
With the flexibility to work in one of our over 100 offices nationally or work in a detached location, New York Life provides a
strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your
own business name with a DBA. You have the flexibility at New York Life to do what’s right for your practice.
Support and development opportunities to grow your practice.
New York Life will invest in you and your business from the start, with a product and developmental support team dedicated
to your success that will never compete with you for sales. Leverage New York Life’s industry-leading learning platform
for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to
specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning,4 Wealth Advisory,5 Estate
Planning and Business Planning. Beyond formal continuing education opportunities and reimbursement for obtaining
certain industry professional designations, New York Life offers strong peer-to-peer support options, including study
groups and mentorship opportunities. You’ll also get rewarded and acknowledged with our sales incentives and professional
development trips for top performing agents.
How we will compensate you.
You have the power to drive your own income with our commission-based compensation.6 The average income of our agents
under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements in 2023 was $117,359.7
In that same year, the average income of the top 50 of those agents was $1.68M.7 Benefits for eligible full-time agents include
medical, dental, vision, a 401(k) and pension.8 For more information about commission-based income and benefits for financial
professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits.
About New York Life...
As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest 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.9 To prepare for the future, we are constantly innovating and looking ahead
to find more ways to increase value for our clients.
Awards & Accolades...
We’re proud of our financial strength 2
A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody’s)
AA+ Very Strong (Standard & Poor’s)
We’re proud of the training we offer 10
Chief Learning Officer: 2023 CLO Learning Elite Gold award
We’re proud the be recognized by organizations that also value diversity
Seramount: 2023 Best Companies for Multicultural Women
Human Rights Campaign: 2023 Corporate Equality Index
Forbes 2023: America’s Best Employers for Diversity
We’re proud of the help we’ve provided and continue to provide our clients 11
5.3 million lives protected (includes all owners of individual life insurance and annuity policies)
$5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid.
Dividends are not guaranteed.)
$937 million lifetime annuity income paid (includes all payouts on individual income annuity products)
Over $1.2 trillion life insurance protection in force (includes term, whole, and universal life)12
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
*
Financial Professional
Are 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 lives of families every day. At New
York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services
industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship
management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What we’re looking for...
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small
businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients
while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and
saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to
come. You will grow personally and professionally along with your clients.
What we offer...
Training and development
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. We are so
committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds,
if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be
eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing
insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts
on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and
retain your clients with web, social, and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care
insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE
Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with
your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in
different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer
wealth management and advisory services,2 estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship,
and other opportunities to engage with your fellow insurance agents.
How we will compensate you.
You have the power to determine your own income with our
commission-based compensation.3 In 2023, the average income
of our agents under the N8 and N9 Agent’s Contract who met
annual minimum sales production requirements was $117,359.4
Individual agent performance will determine your income.
Benefits for full-time agents include medical, dental, vision,
life, and disability insurance, as well as a 401(k) and pension.5
For more information about commission-based income and
benefits for financial professionals please follow this link
https://www.newyorklife.com/careers/financial-professionals/
income-and-benefits.
About New York Life...
New York Life is a Fortune 100 company with a long history
of doing good. We have been in business for over 175 years,
helping generations of Americans protect their families and
attain their financial goals. As a mutual company, we are
accountable only to our policyholders, not to Wall Street or
outside investors. We are focused on the long-term success
of our clients.
Awards & Accolades...
We’re proud of our financial strength. 6
A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody’s)
AA+ Very Strong (Standard & Poor’s)
We’re proud of the training we offer. 7
Chief Learning Officer: 2023 CLO Learning Elite
Gold award
We’re proud to be recognized by organizations that also
value diversity.
Human Rights Campaign: 2023/2024 Corporate
Equality Index
Forbes 2023: America’s Best Employers for Diversity
Seramount: 2023 Best Companies for Multicultural Women
We’re proud of the help we’ve provided and continue to
provide our clients. 8
5.3 million LIVES PROTECTED . Includes all owners of
individual life insurance and annuity policies
$937 million LIFETIME ANNUITY INCOME PAID . Includes
all payouts on individual income annuity products.
$5 billion IN LIVING BENEFITS AWARDED . Includes
life and annuity cash value accumulation and qualifying
policy dividends paid. Dividends are not guaranteed.
Over $1.2 trillion LIFE INSURANCE PROTECTION IN
FORCE. Includes term, whole, and universal life.9
* The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an
agent contract.
Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company.
Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history,
production standards, and required training. Requirements are subject to change.
If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work
at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will
continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six
months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you
become a full time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract.
Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as
of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004.
Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes
are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is
commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales
and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized
expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted
to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the
credits and debits are applied.
This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as
eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the
information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit
plans described herein at any time for any reason.
New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major
rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023).
The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.
A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition
All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and
Annuity Corporation, for the 12 months ending December 31, 2023.
This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance
and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life
insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual
life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated
in consolidation.
Dec 04, 2024
Full time
Financial Professional
Are 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 lives of families every day. At New
York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services
industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship
management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What we’re looking for...
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small
businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients
while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and
saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to
come. You will grow personally and professionally along with your clients.
What we offer...
Training and development
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. We are so
committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds,
if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be
eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing
insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts
on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and
retain your clients with web, social, and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care
insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE
Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with
your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in
different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer
wealth management and advisory services,2 estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship,
and other opportunities to engage with your fellow insurance agents.
How we will compensate you.
You have the power to determine your own income with our
commission-based compensation.3 In 2023, the average income
of our agents under the N8 and N9 Agent’s Contract who met
annual minimum sales production requirements was $117,359.4
Individual agent performance will determine your income.
Benefits for full-time agents include medical, dental, vision,
life, and disability insurance, as well as a 401(k) and pension.5
For more information about commission-based income and
benefits for financial professionals please follow this link
https://www.newyorklife.com/careers/financial-professionals/
income-and-benefits.
About New York Life...
New York Life is a Fortune 100 company with a long history
of doing good. We have been in business for over 175 years,
helping generations of Americans protect their families and
attain their financial goals. As a mutual company, we are
accountable only to our policyholders, not to Wall Street or
outside investors. We are focused on the long-term success
of our clients.
Awards & Accolades...
We’re proud of our financial strength. 6
A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody’s)
AA+ Very Strong (Standard & Poor’s)
We’re proud of the training we offer. 7
Chief Learning Officer: 2023 CLO Learning Elite
Gold award
We’re proud to be recognized by organizations that also
value diversity.
Human Rights Campaign: 2023/2024 Corporate
Equality Index
Forbes 2023: America’s Best Employers for Diversity
Seramount: 2023 Best Companies for Multicultural Women
We’re proud of the help we’ve provided and continue to
provide our clients. 8
5.3 million LIVES PROTECTED . Includes all owners of
individual life insurance and annuity policies
$937 million LIFETIME ANNUITY INCOME PAID . Includes
all payouts on individual income annuity products.
$5 billion IN LIVING BENEFITS AWARDED . Includes
life and annuity cash value accumulation and qualifying
policy dividends paid. Dividends are not guaranteed.
Over $1.2 trillion LIFE INSURANCE PROTECTION IN
FORCE. Includes term, whole, and universal life.9
* The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an
agent contract.
Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company.
Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history,
production standards, and required training. Requirements are subject to change.
If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work
at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will
continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six
months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you
become a full time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract.
Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as
of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004.
Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes
are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is
commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales
and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized
expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted
to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the
credits and debits are applied.
This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as
eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the
information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit
plans described herein at any time for any reason.
New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major
rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023).
The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.
A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition
All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and
Annuity Corporation, for the 12 months ending December 31, 2023.
This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance
and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life
insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual
life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated
in consolidation.
New York Life Insurance Company
Charlotte, NC; Pineville, NC; Rock Hill, SC,
Are you ready to launch a career and not settle for just another job? Do you see yourself running your own business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner.
We are looking for motivated self-starters who would like to:
Manage their own work schedule and establish an attractive work/life balance.
Build their career with significant income potential.
Grow their business supported by the financial strength and integrity of New York Life.
Make a difference in their community by helping others achieve financial peace of mind.
Customize their career path to match their personal financial goals.
Experience a lifetime of learning and professional development.
Enjoy recognition and rewards for their financial achievements.
Define their career path as a Financial Services agent and have the opportunity for management.
Qualifications:
Organized, detail-oriented, and excellent time management skills.
Strong sales, leadership and communication skills.
Ability to work in a team-based environment.
College Degree preferred.
Sales experience preferred.
Highly self-motivated and self-disciplined.
Relationship building and networking abilities.
FINRA Series 6/63, Series 7 - not required
Financial Industry background a plus
Here's what you'll do:
Build relationships with clients beyond a financial/ transactional basis.
Develop your professional skills and sales knowledge.
Develop and implement business and marketing plans.
Prospect for potential clients.
Schedule appointments and meet with clients.
Discuss financial concerns and needs of individuals.
Present potential solutions using our world class suite of products and services.
Provide ongoing support to existing clients.
Benefits:
Health/Dental/Life/Disability
401 (k) plan after one year of service and Pension Plan
Continuing education reimbursement
Reimbursement for industry designations
Training:
NYLIC University: One of the most comprehensive and well-respected training programs in the industry.
Company Description:
New York Life, a Fortune 100 company created in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.
EOE M/F/D/V 1611768
New York Life Charlotte General Office
Nov 12, 2024
Full time
Are you ready to launch a career and not settle for just another job? Do you see yourself running your own business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner.
We are looking for motivated self-starters who would like to:
Manage their own work schedule and establish an attractive work/life balance.
Build their career with significant income potential.
Grow their business supported by the financial strength and integrity of New York Life.
Make a difference in their community by helping others achieve financial peace of mind.
Customize their career path to match their personal financial goals.
Experience a lifetime of learning and professional development.
Enjoy recognition and rewards for their financial achievements.
Define their career path as a Financial Services agent and have the opportunity for management.
Qualifications:
Organized, detail-oriented, and excellent time management skills.
Strong sales, leadership and communication skills.
Ability to work in a team-based environment.
College Degree preferred.
Sales experience preferred.
Highly self-motivated and self-disciplined.
Relationship building and networking abilities.
FINRA Series 6/63, Series 7 - not required
Financial Industry background a plus
Here's what you'll do:
Build relationships with clients beyond a financial/ transactional basis.
Develop your professional skills and sales knowledge.
Develop and implement business and marketing plans.
Prospect for potential clients.
Schedule appointments and meet with clients.
Discuss financial concerns and needs of individuals.
Present potential solutions using our world class suite of products and services.
Provide ongoing support to existing clients.
Benefits:
Health/Dental/Life/Disability
401 (k) plan after one year of service and Pension Plan
Continuing education reimbursement
Reimbursement for industry designations
Training:
NYLIC University: One of the most comprehensive and well-respected training programs in the industry.
Company Description:
New York Life, a Fortune 100 company created in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.
EOE M/F/D/V 1611768
New York Life Charlotte General Office
New York Life Insurance Company
New York, NY 10007, USA
Join our Financial Professionals team!
Our New York Life Manhattan General Office is seeking financial professionals to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop customized solutions that can help their clients reach their goals.
Even if you have no previous finance services experience, we will help nurture and develop your sales and marketing talents.
You will be given the flexibility to build your own practice while receiving support and guidance from our company's network of support personnel, training and educational programs, and opportunities for mentorship from established and successful agents.
ABOUT New York Life:
New York Life has been helping families and businesses achieve financial security for over 175 years. Through a distinctive, protection first approach that includes both insurance and investments1, we empower people to be financially confident to take actions to address their needs. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
RECENT AWARDS AND ACCOLADES:
We're proud to be named the “ Best Companies for Latinos to Work for” list for 2022 by Latino Leaders.
We ranked 1st in the number of Million Dollar Round “MDRT” 2Table Qualifiers for 68 consecutive years
We ranked 72ndon the prestigious Fortune 500 list for 2022.
BEST-OF-THE-BEST CORPORATIONS FOR INCLUSION: The National Business Inclusion Consortium (NBIC) has named New York Life to the fifth annual cohort of Best-of-the-Best list of corporations in America committed to diversity and inclusion across all communities for 2021.
for the full list of recognition please visit: https://www.newyorklife.com/newsroom/our-awards-and-recognition
PERKS AT A GLANCE:
Location - On the days you are in the office, get here quickly thanks to our highly accessible central location in Manhattan, NY.
Flexibility - Can set your own schedule as you become more established and achieve work/life balance
Growth/Development - There are various paths within this career, and we are devoted to helping each agent grow professionally and personally
Culture - Be a part of our "work hard, play hard" and philanthropic culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.
Diversity, Equity, & Inclusion - We believe in putting people first. Doing the right thing. Creating a culture of respect. These are the principles we've been committed to since day one. We know that the best client service and financial industry leadership starts with our people-building a diverse team and an inspiring, inclusive workplace where everyone can be, and do, their best every day.
FFINANCIAL PROFESSIONAL RESPONSIBILITIES:
Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each person’s individual financial status, income, financial goals, and other factors
Serve as a collaborative team player willing to furthering development through continued training opportunities
Seek, identify new clients, and secure strong relationships with all clients by serving as their trusted Financial Professional
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored strategies to suit their needs
Provide sound financial guidance and recommendations for product solutions, and services to help clients achieve financial goals
DESIRED SKILLS & QUALIFICATIONS
Coachable
Self-Disciplined
Values of integrity and honesty.
Excellent communicator and relationship builder.
Ability to work independently with a go-getter mindset.
Life and health license is preferred.
willingness to acquire series FINRA SIE (Securities Industry Essentials), Series 6/7 and 63.
Previous experience in sales, banking, financing, or other related fields is preferred.
COMPENSATION + BENEFITS:
New York Life provides our financial professionals with an excellent compensation and benefits package.
As a New York Life financial professional, how much you make is dependent on your drive and actual sales. This is not a fixed salary job. Your income is not guaranteed. However, you will have the opportunity to make a significant income by doing good. Our commission-based agent compensation allows you to control what you would want to make and pursue it through sales and client services.
Potential for Growth Opportunities
Sponsorship of Licensing/Credentialing
Subsidized Training during your first two years
Competitive Medical Coverage
401(k) and a Pension Plan3 for qualified individuals
Group Life and Disability Income Insurance
Subsidized Training during your first two years
Competitive Medical Coverage
401(k) and a Pension Paln3 for qualified individuals
Group Life and Disability Income Insurance
*For more information, please submit your resume and a management team member will connect with you.
Job Type: Full-time
Job Title: Agent
Physical setting:
Office
Schedule:
Self-determined schedule after completing all required training
Ability to commute/relocate:
Manhattan, NY 10007: Reliably commute or planning to relocate before starting work (Required)
Education:
Bachelor’s degree (Preferred)
Work Location: One location
Investment products and services may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.
The Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason. 2 Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Job Type: Full-time
Pay: $59,063.00 - $114,273.00 per year
Benefits:
Flexible schedule
Health insurance
Paid time off
Schedule:
Choose your own hours.
Experience:
Microsoft Excel: 1 year (Preferred)
Work Location: Hybrid remote in New York, NY 10007
Sep 09, 2024
Full time
Join our Financial Professionals team!
Our New York Life Manhattan General Office is seeking financial professionals to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop customized solutions that can help their clients reach their goals.
Even if you have no previous finance services experience, we will help nurture and develop your sales and marketing talents.
You will be given the flexibility to build your own practice while receiving support and guidance from our company's network of support personnel, training and educational programs, and opportunities for mentorship from established and successful agents.
ABOUT New York Life:
New York Life has been helping families and businesses achieve financial security for over 175 years. Through a distinctive, protection first approach that includes both insurance and investments1, we empower people to be financially confident to take actions to address their needs. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
RECENT AWARDS AND ACCOLADES:
We're proud to be named the “ Best Companies for Latinos to Work for” list for 2022 by Latino Leaders.
We ranked 1st in the number of Million Dollar Round “MDRT” 2Table Qualifiers for 68 consecutive years
We ranked 72ndon the prestigious Fortune 500 list for 2022.
BEST-OF-THE-BEST CORPORATIONS FOR INCLUSION: The National Business Inclusion Consortium (NBIC) has named New York Life to the fifth annual cohort of Best-of-the-Best list of corporations in America committed to diversity and inclusion across all communities for 2021.
for the full list of recognition please visit: https://www.newyorklife.com/newsroom/our-awards-and-recognition
PERKS AT A GLANCE:
Location - On the days you are in the office, get here quickly thanks to our highly accessible central location in Manhattan, NY.
Flexibility - Can set your own schedule as you become more established and achieve work/life balance
Growth/Development - There are various paths within this career, and we are devoted to helping each agent grow professionally and personally
Culture - Be a part of our "work hard, play hard" and philanthropic culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.
Diversity, Equity, & Inclusion - We believe in putting people first. Doing the right thing. Creating a culture of respect. These are the principles we've been committed to since day one. We know that the best client service and financial industry leadership starts with our people-building a diverse team and an inspiring, inclusive workplace where everyone can be, and do, their best every day.
FFINANCIAL PROFESSIONAL RESPONSIBILITIES:
Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each person’s individual financial status, income, financial goals, and other factors
Serve as a collaborative team player willing to furthering development through continued training opportunities
Seek, identify new clients, and secure strong relationships with all clients by serving as their trusted Financial Professional
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored strategies to suit their needs
Provide sound financial guidance and recommendations for product solutions, and services to help clients achieve financial goals
DESIRED SKILLS & QUALIFICATIONS
Coachable
Self-Disciplined
Values of integrity and honesty.
Excellent communicator and relationship builder.
Ability to work independently with a go-getter mindset.
Life and health license is preferred.
willingness to acquire series FINRA SIE (Securities Industry Essentials), Series 6/7 and 63.
Previous experience in sales, banking, financing, or other related fields is preferred.
COMPENSATION + BENEFITS:
New York Life provides our financial professionals with an excellent compensation and benefits package.
As a New York Life financial professional, how much you make is dependent on your drive and actual sales. This is not a fixed salary job. Your income is not guaranteed. However, you will have the opportunity to make a significant income by doing good. Our commission-based agent compensation allows you to control what you would want to make and pursue it through sales and client services.
Potential for Growth Opportunities
Sponsorship of Licensing/Credentialing
Subsidized Training during your first two years
Competitive Medical Coverage
401(k) and a Pension Plan3 for qualified individuals
Group Life and Disability Income Insurance
Subsidized Training during your first two years
Competitive Medical Coverage
401(k) and a Pension Paln3 for qualified individuals
Group Life and Disability Income Insurance
*For more information, please submit your resume and a management team member will connect with you.
Job Type: Full-time
Job Title: Agent
Physical setting:
Office
Schedule:
Self-determined schedule after completing all required training
Ability to commute/relocate:
Manhattan, NY 10007: Reliably commute or planning to relocate before starting work (Required)
Education:
Bachelor’s degree (Preferred)
Work Location: One location
Investment products and services may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.
The Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason. 2 Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Job Type: Full-time
Pay: $59,063.00 - $114,273.00 per year
Benefits:
Flexible schedule
Health insurance
Paid time off
Schedule:
Choose your own hours.
Experience:
Microsoft Excel: 1 year (Preferred)
Work Location: Hybrid remote in New York, NY 10007
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You’ll benefit from the experience that comes from 100 years of history. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone’s different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm’s purpose. They deeply understand the client’s goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients’ lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We’ll give you the support you need. Our team will be there every step of the way, providing:
Paid training – Get registered and licensed and learn how to be a financial advisor with the industry’s top training program1.
Salary for the first four years as you begin to build your practice2
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office – You’ll work independently, but will have a team of thousands backing you every step of the way.
Benefits:
Includes bonus potential, 401K, and comprehensive health benefits
For more information please visit: Edward Jones Benefits Page
You can also expect…
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives – the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine’s prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration
2 As your new asset compensation and commissions increase over the first four years, salary will decrease
Aug 04, 2024
Full time
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You’ll benefit from the experience that comes from 100 years of history. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone’s different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm’s purpose. They deeply understand the client’s goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients’ lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We’ll give you the support you need. Our team will be there every step of the way, providing:
Paid training – Get registered and licensed and learn how to be a financial advisor with the industry’s top training program1.
Salary for the first four years as you begin to build your practice2
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office – You’ll work independently, but will have a team of thousands backing you every step of the way.
Benefits:
Includes bonus potential, 401K, and comprehensive health benefits
For more information please visit: Edward Jones Benefits Page
You can also expect…
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives – the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine’s prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration
2 As your new asset compensation and commissions increase over the first four years, salary will decrease
Qualifications:
Bachelor's degree in a business-related field or equivalent professional experience.
Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred.
Securities registrations - Series 6, Series 63, or obtain within a specific time frame.
Life and Health Licenses.
Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents.
Customer service, interpersonal, and listening skills are a must to communicate with clients effectively.
Written/verbal communication and presentation skills to provide information via phone, email, video, and chat.
Knowledge of CRM and digital financial advice platforms.
Wants to sustain a long-term relationship with clients and the markets we serve.
At ValuTeachers Inc®, we provide the tools and resources necessary that will help set you up for success – including:
A proven template system
Ongoing mentorship from the executive team
Technology and systems to enable you to efficiently manage clients' financial information and plans
Turnkey marketing services
Office/call center environment
First Year $100,000+ (competitive base + commissions)
Securities offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC.
Jul 23, 2024
Full time
Qualifications:
Bachelor's degree in a business-related field or equivalent professional experience.
Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred.
Securities registrations - Series 6, Series 63, or obtain within a specific time frame.
Life and Health Licenses.
Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents.
Customer service, interpersonal, and listening skills are a must to communicate with clients effectively.
Written/verbal communication and presentation skills to provide information via phone, email, video, and chat.
Knowledge of CRM and digital financial advice platforms.
Wants to sustain a long-term relationship with clients and the markets we serve.
At ValuTeachers Inc®, we provide the tools and resources necessary that will help set you up for success – including:
A proven template system
Ongoing mentorship from the executive team
Technology and systems to enable you to efficiently manage clients' financial information and plans
Turnkey marketing services
Office/call center environment
First Year $100,000+ (competitive base + commissions)
Securities offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC.
