Top 11022 Financial consultant Jobs

Entry-Level - Wealth Management Advisor
New York Life —San Mateo, CA
- $52,217 - $183,294 a year
- Full-time
- Bilingual
- Background check
- Management
- Paid training
- AD&D insurance
Quick Apply
Associate Financial Advisor (Remote)
Dew Wealth Management —Remote
- $65,000 - $80,000 a year
- Email
- Remote
- Research
- Mid-level
- Finance
- Health savings account
- Health insurance
Financial Advisor (Training Provided | Career Changers Welcome)
New York Life —Pittsburgh, PA
- $75,000 - $165,000 a year
- Full-time
- Hybrid work
- Sales
- No experience needed
- US work authorization
- Paid training
- Health insurance
Quick Apply
Para Planner
The McIlroy Financial Group —Remote
- $56,601.14 - $120,000.00 a year
- Email
- Remote
- Background check
- Mid-level
- Analysis skills
- Health insurance
Quick Apply
15h
Financial Advisor-in-Training Remote
AdviceOne —Remote
- $60,000 a year
- Full-time
- Remote
- Background check
- Customer service
- No experience needed
- Paid training
- Health savings account
Quick Apply
8d
Financial Consultant
Katie's Financial Services LLC —Remote
- $85,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Mid-level
- On-the-job training
Quick Apply
FINANCIAL CONSULTANT
Manning & Napier —Remote
- $75,000 - $150,000 a year
- Full-time
- 5 years
- Bachelor's degree
- Senior level
- Health savings account
- Dental insurance
Financial Advisor - Rochester MN
Thrivent —Rochester, MN
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Bismarck/Mandan
Thrivent —Bismarck, ND
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Senior Associate, Capital Markets - AZ
Phoenix Energy One, LLC —Phoenix, AZ
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Office
- Accounting
- Profit sharing
- Health savings account
Quick Apply
Financial Advisor - Southeastern PA
Thrivent —Philadelphia, PA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Lansing, MI
Thrivent —Lansing, MI
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Appleton, WI and Surrounding Areas
Thrivent —Appleton, WI
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Abide Wealth Advisors
Thrivent —Sioux City, IA
- $90,198 - $165,000 a year
- Full-time
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Williston
Thrivent —Williston, ND
- $90,198 - $165,000 a year
- Full-time
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Waukesha, WI and Surrounding Areas
Thrivent —Waukesha, WI
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Investment Manager / Wealth Adviosr
Century Bank —Santa Fe, NM
- Full-time
- Background check
- Microsoft Excel
- CPA
- Health savings account
- Health insurance
Quick Apply
Financial Advisor - Chattanooga
Thrivent —Chattanooga, TN
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Eastern Iowa/Cedar Rapids/Quad Cities
Thrivent —Cedar Rapids, IA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Representative/Investment Advisor Representative
Runestad Financial Services, Ltd —Fort Wayne, IN
- $40,000 - $120,000 a year
- Full-time
- Background check
- Bachelor of Science
- Mid-level
Quick Apply

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Entry-Level - Wealth Management Advisor

New York Life -
San Mateo, CA

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Job Details

Full-time
$52,217 - $183,294 a year

Benefits

Paid training
AD&D insurance
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Bilingual
Series 6
Management
Series 66
Series 7
Korean
Chinese
Business coaching
Series 65
Experience practicing in the securities industry
Series 63

Full Job Description

*Job Description*

Be in Business for Yourself, not By Yourself.

Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful.

Job Description:

NYLife is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.

As a NYLife financial advisor, you’ll:

Provide one-on-one financial guidance and connect clients to NYLife products, services and unique membership benefits.
Build genuine, long-term relationships based on shared values and goals.
Complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources.
Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations.
Have the flexibility to control your schedule, allowing for work-life balance.

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 our clients live, work and worship. Whether you’re a seasoned financial professional, just entering the workforce or looking for a career change, you could be a successful NYLife financial advisor if you’re:

Self-motivated, independent and driven to succeed.
Motivated by helping others.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.

Requirements:

Attainment of FINRA SIE within 90 days of hire / transfer (company paid.).
Satisfactory background check, fingerprinting and securities registration and / or insurance licensing verification.

Compensation and Benefits: You’ll get all the benefits of a Fortune 500 organization. Here, you’ll enjoy:

Unlimited earning potential through commission and incentive pay structures.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Unique perks like pension, (k) and retiree medical plans.
Ongoing access to training and opportunity for professional growth.
Membership programs and award-winning workshops that help you connect with your clients and engage others to make a real impact in your community.

NYLife fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to apply. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.

New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 9/30/2021. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to or call and request Human Resources.

Jaden Wu / Director of recruiting / 951 Mariners Island Blvd, Suite 600 San Mateo, CA 94404 M: 360-609-0317 W: 650- 513-3206

Job Type: Full-time

Pay: $52,217.00 - $183,294.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Flexible schedule
Health insurance
Life insurance
Parental leave
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance

Work Location: In person

Quick Apply

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