Professional

Professional Finance Jobs

20 jobs found

Entry-Level Financial Professional & Advisor

New York Life - Washington DC - Virginia- Maryland Bethesda, MD

11d ago

$100k+/yr Full time Advisor Bachelor's Degree Business Development

Advisor Bachelor's Degree Business Development

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Job Description

Join New York Life in Bethesda, MD, on an onsite basis, with a starting base of $100,000 per year and the potential for additional plan-based earnings. This entry-level path emphasizes structured training, access to advanced digital tools, and clear opportunities to specialize as you help clients plan for retirement and other financial goals. The culture centers on continuous learning, practical mentorship, and a collaborative team environment that supports your growth and community impact.

Benefits and growth opportunities

Training & Development: Access an industry-leading learning platform, personalized coaching from dedicated trainers, and opportunities to earn professional designations. The program provides subsidy during your first two full-time contract years to support training and career progression.
Digital tools: A robust suite of sales, prospecting, and marketing resources, plus expert support to help you attract and serve clients online and offline.
Products & Solutions: A broad portfolio including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC, with possibilities to specialize.
Human Guidance: Peer support through study groups, mentorship, and ongoing collaboration with fellow agents.
Compensation: Base earnings of $100,000 with additional earnings potential based on plan performance.

Responsibilities

Identify and engage new prospects, establishing trust as a trusted advisor for new clients.
Research and tailor financial strategies aligned with each client’s risk tolerance and objectives.
Educate clients on planning for the future to help them prepare for life events and uncertainties.
Foster relationships that support financial security for every family member or individual served.
Expand your network by participating in community and professional groups.
Aim to add about 50 new clients per year.
Collaborate with business owners on strategies for employee retention and succession planning.
Progress through the New York Life training curriculum to pursue specialized knowledge.
Assess clients’ life and financial needs to craft individualized plans using appropriate products and services.
Leverage marketing and social media tools to identify and pursue clients who can benefit from professional financial guidance.

Requirements

Growth mindset and commitment to lifelong learning.
Uncompromising integrity and strong communication skills.
Ability to network and prospect effectively for new clients.
Excellent calendar management and organizational skills.
Sales experience is strongly preferred.
Desire to make a positive impact and grow your career.
Ability to engage with your community and leverage personal networks.
Coachable and eager to learn is essential.
Valid life and health license preferred; assistance available to attain it.
Valid FINRA Series 6 or 7 and 63/66 preferred but not required.
Traits: competitive, business-minded, authentic, and self-disciplined.

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Financial Advisor / Insurance professional

New York Life Insurance Company Melville, NY

12d ago

$75k - $100k/yr Full time Marketing Advisor Business Development

Marketing Advisor Business Development

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Job Description

As a licensed financial services professional with New York Life Insurance Company, you build a financial sales and insurance practice, assist clients with retirement and college funding planning, and benefit from thorough training, ongoing guidance, and a flexible schedule with strong earning potential.

Responsibilities

Meeting and contacting new potential clients to discuss financial concerns and needs
Conducting informational gathering meetings with clients
Analyzing client needs and presenting potential financial sales solutions
Providing ongoing service to clients
Developing and implementing personal business and marketing plans
Ongoing development of professional skills and knowledge

Requirements

College degree preferred
Previous sales experience a plus
Life and health licenses within 30 days of acceptance (company will pay for costs)
Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision
Organized, detail-oriented, and excellent time-management skills
Strong sales, analytical, decision-making, interpersonal, leadership and communications skills
Ability to work in a team-based environment

Insurance and Financial Sales Professional Qualifications

College degree preferred
Sales experience is advantageous
Life and health licenses within 30 days of joining; costs covered by the company
Highly self-motivated, disciplined, capable of working with minimal supervision
Organized and detail-oriented with strong time-management capabilities
Strong sales, analytical, decision-making, interpersonal, leadership and communication skills
Able to operate effectively within a team environment

What You'll Experience Here at New York Life

A flexible lifestyle that supports balance
Opportunities for personal and professional financial growth
Potential for high earnings within the role
Giving back through valuable service to the community
Fast Track Management program available within two years for qualified applicants

Training

NYLIC University is a cornerstone of professional development, widely regarded as one of the industry's most extensive training platforms. The position includes a robust benefits package to support ongoing growth, including a defined benefit pension plan, a 401(k) savings plan, comprehensive health, dental, life and disability coverage, continuing education reimbursement, reimbursement for industry designations, and discounts from major wireless carriers.

Required Experience

Sales experience: 1 year

Benefits

Defined Benefit Pension Plan*
401(k) Savings Plan
Health, Dental, Life, and Disability Insurance
Continuing education reimbursement
Reimbursement for industry designations
Discounts from major wireless carriers
Vision insurance

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Financial Professional

New York Life Insurance Company & NYLIFE... Township of Wall, NJ

13d ago

$70k - $150k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

New York Life Insurance Company and NYLIFE are seeking a Financial Professional to build a personal client base and deliver tailored insurance and financial strategies. This hybrid role in Township of Wall, NJ blends entrepreneurial independence with industry-leading training and uncapped earning potential, with a clear path to management or wealth advisory.

Responsibilities

Build and maintain your own client base through networking, referrals, and outreach
Help individuals, families, and businesses achieve financial security through insurance and financial strategies
Develop customized financial solutions tailored to clients’ goals
Grow a personal practice with long-term income through client relationships and renewals
Work to protect and grow clients' finances

Requirements

Highly motivated, entrepreneurial individuals
Strong communication and relationship-building skills
Self-disciplined with a drive to succeed in a performance-based environment
Coachable and open to learning

Benefits

Unlimited earning potential through commission-based compensation with no cap on earnings, plus a training allowance for the first two years, bonuses, and additional incentives
Typical earnings range: $60,000 – $150,000+ per year
Average advisors reach six figures within 2–3 years; top performers earn $300,000+
Flexible schedule with hybrid in-office work 2–3 days a week
Training and development through a comprehensive, industry-leading program with ongoing mentorship
Sponsorship for licensing (life/health, Series 6/63)
Clear career growth path to Financial Advisor / Wealth Advisor, with opportunities to move into management and leadership roles
Strong brand and stability backed by New York Life’s 175+ year legacy and high financial-strength rating

Compensation Disclosure

This is a commission-based position with performance-based bonuses. Income is uncapped and based on individual performance.

Apply Today

Submit your application to take advantage of a career that supports building a client-focused business, offers flexibility, and unlocks earning potential.

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Financial Sales Professional

Northwestern Mutual Athens, GA

13d ago

$100k+/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

Onsite role in Athens, GA with Northwestern Mutual, focused on developing and executing financial plans for clients, with in-depth training and compensation primarily through commission plus a comprehensive benefits package.

Responsibilities

Develop and implement personalized financial plans to map clients' current position, future goals, and the tools and support needed to reach them.
Receive comprehensive training and collaborate with industry experts until ready to operate independently.

Requirements

Bachelor of Arts or Science degree from a four-year college or university (preferred).
Strong interpersonal skills (preferred).
Grit (preferred).
Motivation (preferred).
Self-starter mindset (preferred).

Benefits

Comprehensive medical insurance
Two pension plans
Life and disability insurance
Health care and dependent care reimbursement accounts
Reimbursement for licensing and ongoing education
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Vision insurance

This Career Offers You

Opportunity to positively influence clients' financial well-being through tailored planning.
Personalized mentoring and award-winning training programs.
Support from Northwestern Mutual, a respected industry leader with a proven track record.

Can You See Yourself Helping Others Reach Their Financial Goals

You excel at connecting with people and building trusted, personal relationships.
Financial planning appeals to you and you enjoy guiding others through decisions.
You are driven and committed to achieving success.
You are prepared to earn more through hard work.
You help clients make informed, confident financial decisions.
You aim to balance personal and professional life to meet your goals.

A Career With Endless Opportunities

The role is primarily commission-based, with stipends and bonuses, allowing you to influence earnings as you progress.
Average first-year earnings are around $60,000, with potential for higher results.
The early years involve learning the business, but you define what success looks like.

Income Growth Opportunity

Year 1 | $52,000 - $106,000
Year 3 | $103,000 - $202,000
Year 5 | $139,000 - $289,000
Year 10 | $234,000 - $490,000
Year 15 | $341,000 - $790,000

About Northwestern Mutual

Northwestern Mutual emphasizes helping individuals spend their lives living, with a strong financial plan as a cornerstone for turning that vision into reality. Our nationwide teams of financial advisors are dedicated to helping clients reach their financial goals. With more than half of Americans seeking better financial planning, this career presents meaningful opportunities to serve a growing need. Northwestern Mutual has been recognized by Fortune as one of the World's Most Admired companies and has maintained a long track record of success in the financial services sector for nearly 160 years.

Job Type

Full-time

Pay

From $100,000 per year

Work Location

In person

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Financial Professional/Fast Track to Management

New York Life Insurance Company Horsham, PA

16d ago

$100k - $250k/yr Full time MBA Advisor Business Development

MBA Advisor Business Development

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Job Description

The Fast Track to Management program at New York Life Insurance Company accelerates high-potential financial professionals into leadership roles through client-focused planning that encompasses insurance, retirement, and investment strategies.

Responsibilities

Build and maintain long-term client relationships, guiding them through financial planning, insurance, retirement, and investment strategies.
Conduct comprehensive financial needs analyses and craft customized solutions aligned with client goals.
Grow the client base through networking, referrals, and community engagement.
Continuously expand knowledge of financial products and current market trends.
Mentor and guide junior financial professionals as part of the management track.
Meet sales goals and performance metrics required for consideration on the management track.
Participate in professional development and leadership training initiatives.

Requirements

Bachelor's degree preferred; advanced degrees or certifications (e.g., MBA, CFP, ChFC) are a plus.
Proven success in sales, finance, management, or related fields.
Strong interpersonal and communication skills.
Goal-oriented with the ability to thrive in a performance-based environment.
Prior leadership experience or clear leadership potential.
Life and Health Insurance licenses or willingness to obtain.
Series 6/7 and 63/66 FINRA registrations or willingness to obtain.

Ideal Candidate Attributes

Entrepreneurial mindset with the drive to build a business and a team.
Self-disciplined and organized with a strong work ethic.
Passion for leadership, mentorship, and personal development.
Integrity and commitment to delivering exceptional client service.
Bilingual candidates are encouraged to apply.

Fast Track to Management

A structured path to a management role within 24 months.
Access to leadership development training and resources.
Opportunity to recruit, train, and lead a team of financial professionals.

Compensation and Benefits

Competitive base pay with commission-based earnings.
Medical, dental, and vision benefits.
401(k) and pension plan.
Expense allowances.
Professional development support.

Benefits

Flexible schedule.
Health insurance.
Paid time off.
Parental leave.
Tuition reimbursement.
Vision insurance.
Dental insurance.
401(k) matching.

Ability to Commute

On-site in Horsham, PA 19044 is required.

Work Location

In person

Job Type

Full-time

Pay

Salary: USD 100,000 - 250,000 per year

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Financial Professional – Fast Track to Management (Charleston, SC)

New York Life Insurance Company & NYLIFE... Charleston, SC Hybrid

16d ago

$60k - $120k/yr Full time Advisor Charleston Fast

Advisor Charleston Fast

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Job Description

New York Life Insurance Company and NYLIFE offer a Fast Track to Management program in Charleston that is designed to launch your career from a Financial Professional into a leadership role. The role starts with hands-on work in insurance, investments, and financial strategies, paired with award-winning sales and leadership training and one-on-one mentorship, providing a clear pathway to building and leading your own sales team. This hybrid, Charleston-based contract opportunity combines growth, the stability of a Fortune 100 company, and strong earning potential for career changers and experienced professionals alike.

Responsibilities

Begin as a Financial Professional, developing expertise in insurance, investments, and financial strategies.
Receive award-winning sales and leadership training with one-on-one mentorship.
Transition into management, where you’ll recruit, train, and lead your own sales team.

Benefits

High income potential through commissions, bonuses, and leadership compensation.
Comprehensive benefits package.
Retirement plan.
Professional development support.
Career with purpose.
Fortune 100 company stability.
401(k)
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Vision insurance
Work from home

Job Type

Contract

Pay

USD 60,000 - 120,000 per year

Location

Charleston, SC 29492 (Preferred)

Work Location

Hybrid remote in Charleston, SC 29492

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Financial Services Professional

Foster Financial Group Cibolo, TX Hybrid

17d ago

$1,500 - $7,500/mo Full time Marketing Advisor Business Development

Marketing Advisor Business Development

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Job Description

Foster Financial Group offers a hybrid remote opportunity based in Cibolo, Texas 78108 for a Financial Services Professional. The role acts as a primary point of contact for clients, delivering tailored financial solutions across insurance products, retirement planning, and investment options. It centers on outside sales, proactive relationship development, and contributing to the growth of the financial services division. The position provides a $1,500 to $7,500 monthly compensation and a work arrangement designed to balance field client engagement with collaborative teamwork.

Benefits

Hybrid remote work arrangement in Cibolo, Texas, enabling flexible collaboration with clients and colleagues.
Competitive compensation in the range of $1,500 to $7,500 per month.
Opportunity to contribute to the growth of the financial services division through direct client engagement and relationship development.

Responsibilities

Lead outside sales initiatives to prospect and onboard new clients, leveraging active listening, consultative questioning, and negotiation to secure agreements.
Offer comprehensive financial guidance across life and health insurance, retirement planning strategies, and a range of investment options, tailoring recommendations to each client's objectives.
Oversee the end-to-end sales administration process, including client onboarding, documentation management, and benefits administration, ensuring accuracy and compliance.
Apply analytical skills to evaluate clients' financial situations, identify gaps, and recommend suitable insurance, retirement, and investment solutions.
Design targeted marketing plans to grow the client base, increase product awareness, and support cross-selling opportunities.
Uphold high standards of customer service by responding to inquiries promptly, professionally, and with clear explanations that empower clients to make informed decisions.
Collaborate with colleagues across departments to optimize service delivery, streamline processes, and enhance overall client satisfaction.