Health Insurance License

Health Insurance License Finance Jobs

107 jobs found

Licensed Premier Relationship Banker (Series 7/66, Life/Health)

Rhinebeck Bank Poughkeepsie, NY

12d ago

$65k - $85k/yr Full time 66 Advisor Banker

66 Advisor Banker

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Job Description

This on-site, branch-based role in Poughkeepsie focuses on growing deposits, expanding consumer lending, and identifying investment opportunities while delivering high quality customer experiences. The position requires a bachelor’s degree in Finance, Economics, Business, or a related field, along with FINRA licenses and a NYS Life/Health Insurance license. The compensation range for this role is between $65,000 and $85,000 annually, depending on experience.

Responsibilities

Proactively engage with customers to uncover banking, lending, and investment opportunities aligned with their financial goals.
Oversee the end-to-end origination of consumer loans, including home equity loans, while ensuring all regulatory requirements are met.
Direct clients to Financial Advisors or Mortgage Loan Partners as appropriate to achieve optimal outcomes.
Provide coaching and mentorship to junior Universal Bankers to support their development.
Travel between branches as needed to serve customers and support the growth of the branch network.

Requirements

Licensing: FINRA Series 7 and 66, plus NYS Life/Health Insurance License.
Proven sales success in outbound outreach and relationship management.
Strong verbal and written communication skills with a focus on delivering exceptional service.
Organizational and coaching abilities to prioritize tasks and mentor junior staff.
Education: Bachelor’s degree in Finance, Economics, Business, or related field preferred.
Valid driver’s license and the ability to travel between branches as needed.

Benefits

Competitive compensation: $65,000 to $85,000 based on experience.
Health, dental, and vision coverage to support your well-being.
Tuition reimbursement to assist with continuing education and career growth.
20 days of paid time off to recharge.
Generous 401(k) match to help plan for the future.
Structured training and development during onboarding, including classroom, webinar, and hands-on learning.
Ongoing mentorship from experienced professionals to foster growth in the role.
Paid volunteer hours to support community involvement and social impact.

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Entry-Level Financial Professional & Advisor

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

14d 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

WestPac Wealth Partners Lake Oswego, OR

14d ago

$102k - $200k/yr Full time Marketing Advisor Business Development

Marketing Advisor Business Development

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Job Description

WestPac Wealth Partners is seeking a goal-driven financial advisor to expand a private client practice in Lake Oswego. This full-time, on-site position emphasizes proactive prospecting and referral networks to cultivate new client relationships in target markets, with earning upside through a draw against commission. The role offers a comprehensive benefits package and a compensation structure aligned with growth and performance.

Responsibilities

The advisor will contribute to building and expanding a private client practice through effective prospecting and referral-based strategies, while identifying and nurturing new client relationships within target markets. Earning potential includes a draw against commission, with details discussed during the interview process.

Requirements

Bachelor's Degree (Required)
US Work Authorization
Entrepreneurial mindset and a desire to work in a commission environment
Strong interpersonal and relationship skills
Aiming to build a business for yourself, but not by yourself
Strong work ethic
Coachable
Desire to help others
Have or be willing to obtain a state Life/Health Insurance License, SIE, Series 7 & Series 66

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Tuition reimbursement
Vision insurance

Compensation

Salary: USD 102,162 - 200,000 per year

Compensation package includes:

Bonus opportunities
Commission only
Commission pay
Signing bonus

Job Details

Job Type: Full-time
Work location: In person in Lake Oswego, OR 97035 (Onsite)
Ability to commute: Lake Oswego, OR 97035 (Preferred)
Ability to relocate: Lake Oswego, OR 97035 (Relocate before starting work, Preferred)

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Wealth Advisor - Albany, NY

Citizens East Greenbush, NY

15d ago

$105k - $250k/yr Full time Marketing Advisor Albany

Marketing Advisor Albany

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Job Description

Based onsite in East Greenbush, New York, this Wealth Advisor role at Citizens combines client discovery with the creation of tailored financial plans within a branch-based, collaborative setting. You will partner with specialists to uncover opportunities that align with each client’s goals.

Responsibilities

Develop a high quality wealth management practice delivering personalized strategies for clients.
Strengthen and expand relationships with key partners to increase client introductions and engagement.
Conduct proactive outreach to clients and prospects to showcase Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet individual client needs.
Leverage the knowledge of internal stakeholders and specialists to deliver services across financial planning, investment management, insurance, and estate planning.

Requirements

Active and valid Series 7, 63, and 65 (or 66) licenses.
A valid, active Life/Health/Variable Insurance license is required or must be obtained within 60 days of starting the role as a condition of employment.
Minimum two years of experience as a Financial Advisor or equivalent in financial services.
A demonstrated track record in new business development and client book management.
Experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Ability to operate effectively in a dynamic, entrepreneurial environment.
Bachelor’s degree is preferred.

Benefits

Competitive compensation
Comprehensive medical, dental, and vision coverage
Retirement benefits
Maternity and paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy that exceeds mandatory local and state requirements

Description

Citizens employs a team of experienced advisors who assist individuals and families in reaching their financial goals. Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term objectives, then craft a tailored financial plan. The role is branch-based and thrives in a collaborative environment that prioritizes client interests and the personal and professional growth of the team.

Hours and Work Schedule

Hours per week: 40. Work schedule: Monday through Friday, aligned with branch hours.

Pay Transparency

Compensation is commission-based, with historically earned annual totals ranging from USD 105,000 to USD 250,000 depending on performance against the commission plan. For an overview of benefits, visit https://jobs.citizensbank.com/benefits.

Equal Employment Opportunity

Citizens and its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, disability (physical or mental), perceived disability, or history or record of disability; ethnicity; gender; gender identity or expression; genetic information; marital or domestic partner status; family status or parenthood; and other protected characteristics as defined by law.

Why Work For Us

Citizens promotes a customer-centric culture focused on helping clients and supporting local communities. Joining the team means becoming part of a collaborative and supportive workforce, with access to training and tools to accelerate potential and advance career growth.

Background Check

Any offer of employment is contingent upon successful completion of a background check, which may include initial credit, motor vehicle record, public records, prior employment verification, and criminal background checks. Results are reviewed in accordance with regulatory requirements and job responsibilities, with additional information provided to candidates as applicable.

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Financial Representative - Seeking Growth

Polk Region - Modern Woodmen of America Raleigh, NC

15d ago

$97k - $192k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

Opportunities for a Financial Representative in the Polk Region to assist Raleigh area members with financial planning, demonstrate community leadership, and support local office growth, with annual earnings potential from $97,000 to $192,000.

Responsibilities

Help members address their financial needs
Demonstrate leadership within the local community
Support ongoing growth of the nearby office
Over time, have the chance to recruit, train, and develop other financial representatives, contributing to team success

Requirements

Team oriented, enthusiastic, and maintains a positive attitude when facing challenges
Competitive mindset or history as an athlete is a plus (examples include basketball, baseball, football, soccer, track, running, hockey, etc.)
Genuine, authentic, with drive to contribute and achieve goals
SIE Certification or willingness to obtain quickly
Life or Health license or willingness to obtain quickly

Benefits

401(k) plan with matching
Performance-based bonus
Company parties and events
Dental insurance
Flexible scheduling
Health insurance
Vision insurance
Career advancement opportunities
Training and professional development
Starting income range of $97,000 to $192,000+, depending on experience and results
Culture of mutual support and growth
Opportunity to earn prestigious credentials and recognition
Consistent opportunities to grow both income and character
Comprehensive benefits and retirement package
Life insurance coverage
Professional development assistance
Referral program

The Role of Financial Representative

As a Financial Representative at Modern Woodmen, you address members’ financial needs, demonstrate leadership in the community, and support the local office’s ongoing growth. The position may evolve to include recruiting, training, and developing additional financial representatives, contributing to the overall success of the team.

Leadership Profiles

Daniel Polk - Regional Director

Personal background: Devoted husband and father; played professional football in the German Football League prior to joining Modern Woodmen in 2012. Outside interests include playing with his young kids, boating on the lake, hunting, and golf. Vision for Modern Woodmen: A supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.

Zach McDowell - Managing Partner

Career path: Began his Modern Woodmen career in 2015 after working as a chemical engineer for Merck and Biogen. Personal notes: Enjoys time with his wife and two daughters, golfing, fishing, and traveling.

Shaye Polk - Financial Representative

Background: Joined Modern Woodmen in 2022; previously spent 16 years as an adult medicine physician assistant with a practice serving about 700 patients. Personal interests include watching football, tailgating, playing golf, and exploring new restaurants.

Clay Lockamon - Financial Representative

Career start: Began with Modern Woodmen in 2019. College baseball player at UNC Wilmington before joining MW. Personal focus: Being a father, spending time with his daughter, boating, duck hunting, golfing, and time with friends.

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Financial Representative - Seeking Growth

Modern Woodmen of America Port Charlotte, FL

15d ago

$97k - $192k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

This Financial Representative role in Port Charlotte, FL, with Modern Woodmen of America (Glosson Region) focuses on addressing members' financial needs, demonstrating community leadership, and helping grow the local office, with licensing required or willingness to obtain quickly.

Responsibilities

Identify and address members' financial needs with clear and suitable solutions.
Demonstrate leadership within the local community and represent the organization professionally.
Support the ongoing growth and development of the local office.
Over time, recruit, train, and mentor additional financial representatives.

Requirements

Team oriented, enthusiastic, and maintains a strong positive attitude when facing challenges.
Competitive nature or background as an athlete is a bonus (examples include basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, golf, tennis, pickleball, coaching, athletic training, fitness training, etc.).
Genuine, authentic, with the drive to contribute and achieve set goals.

Benefits

Starting income ranging from $97,000 to $192,000+ per year, commensurate with experience and outcomes.
401(k) plan with matching contributions.
Performance-based bonuses and opportunities for advancement.
Company parties within a collaborative team environment.
Dental, health, and vision insurance coverage.
Flexible schedule to support work-life balance.
Life insurance coverage.
Strong retirement package and comprehensive benefits.
Professional development and exclusive training with experienced financial services professionals.
Referral program to recognize and reward introductions that contribute to growth.
An environment and culture of mutual support and personal growth.
Attainment of prestigious credentials and ongoing recognition.
Consistent opportunities to grow both income and professional character.
Dedicated support for training and development as you progress in your career.

Qualifications

Team spirited, enthusiastic, and maintains a positive attitude when facing challenges.
Competitive nature or prior athlete experience is a bonus (examples include basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, golf, tennis, pickleball, coaching, athletic training, fitness training, etc.).
Genuine and authentic, with a drive to contribute and achieve goals.

Required Active Financial Licenses

SIE certification or willingness to obtain quickly.
Life and Health license or willingness to obtain quickly.

Deadline: Apply soon, as this position will go fast.

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Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Chicago, IL

16d ago

$110k - $154k/yr Full time 401k Advisor Advisory

401k Advisor Advisory

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Job Description

The Wealth Advisor role, based onsite in Chicago, IL, is part of Charles Schwab's Schwab Wealth Advisory (SWA). This fiduciary, non-discretionary position delivers investment guidance to clients using a broad product set and a collaborative team approach, with compensation in the range of USD 110,000 to 154,000 per year.

Responsibilities

Establish and maintain a personal client relationship, delivering specialized service and ongoing guidance aligned with Schwab's investing approach.
Operate as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.
Utilize a wide array of investment vehicles, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading, to manage complex portfolios and help clients pursue their goals.
Grow within an experienced, collaborative team and deepen relationships with various partners, including industry leading advisors.

Requirements

Bachelor’s degree
Active FINRA Series 7 license
CFP or CFA designation; may be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire
Active FINRA Series 66 license; may be obtained within the first 120 days
Three or more years of advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients

Benefits

401(k) with company match and Employee Stock Purchase Plan
Paid time for vacation, volunteering, and a 28‑day sabbatical after every five years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Position Type

Regular

Your Opportunity

Schwab supports you in making a meaningful impact on your career within an environment that blends innovative thinking with practical problem solving. The selected candidate is expected to work onsite in Chicago, IL. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee‑based, non‑discretionary investment advisory solution that emphasizes a personal relationship, specialized service, and ongoing guidance built on Schwab's investing approach. You will influence clients’ financial outcomes as a fiduciary within a dedicated SWA team to deliver an outstanding client experience. SWA's advisory philosophy enables you to employ a broad range of investment options to help clients reach their goals.