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10 jobs found

Financial Advisor

New York Life Insurance - Orlando, FL Orlando, FL

13d ago

$120k - $150k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

As a Financial Advisor with New York Life Insurance in Orlando, FL (onsite), you will build and grow a personal financial services practice by advising individuals, families, and businesses on insurance and investment solutions. The role includes structured training and mentorship, offering a clear route to more advanced advisory positions. The position is based on-site in Orlando, with a compensation range of USD 120,000 to 150,000 per year, and a bachelor’s degree is preferred for applicants.

Responsibilities

Guide clients in making informed financial decisions by providing clear, actionable advice.
Develop personalized financial plans that align with clients' goals and aspirations.
Regularly review and adjust financial strategies to ensure they remain effective and relevant.
Build and nurture long-term relationships with clients, fostering trust and confidence.
Stay updated on industry trends and regulatory changes to offer the most current advice.
Collaborate with team members to enhance service offerings and client satisfaction.
Analyze financial data to identify opportunities for growth and risk management for clients.

Requirements

Bachelor’s degree preferred; equivalent work experience in sales, business, or a related field is a plus.
Ability to obtain required state insurance licenses and FINRA registrations (for example, Series 6/7, 63/66).
Prior experience in sales, customer service, and business development is beneficial but not required.
Strong interpersonal and communication skills with the ability to build long-term client relationships.
Self-motivated, goal-oriented, and driven with an entrepreneurial mindset.
Interest in financial services, wealth management, and helping clients achieve long-term financial goals.
Ability to work independently and manage time effectively.
Willingness to prospect, network, and build a personal client base.
Coachable and open to ongoing training, mentorship, and professional development.
High level of integrity, professionalism, and commitment to ethical business practices.

Compensation

USD 120,000 to 150,000 annually.

About New York Life

New York Life is a Fortune 100 mutual company with more than 180 years of helping Americans protect their families and achieve financial goals. Because the company is accountable to policyholders rather than Wall Street, it emphasizes long-term value and stability. The firm holds strong financial ratings, including A++ from A.M. Best, AAA from Fitch, Aaa from Moody's, and AA+ from S&P, and is recognized for excellence in training, diversity, and workplace culture.

We serve over 5.3 million clients, provide nearly $1.2 trillion in life insurance protection, and deliver billions in benefits, including $4.5 billion in living benefits and $579 million in lifetime annuity income.

New York Life continues to innovate to meet evolving client needs while sustaining a strong commitment to integrity, inclusion, and service.

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Senior Equipment Finance Underwriter

Wells Fargo Chicago, IL Hybrid

15d ago

$100k - $179k/yr Full time Senior Analyst Banking

Senior Analyst Banking

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Job Description

Hybrid remote in Chicago, IL with Wells Fargo’s Commercial Bank offers a clear path to advance in equipment finance underwriting. The Senior Equipment Finance Underwriter role carries a salary range of USD 100,000 to 179,000 per year and supports a hybrid work arrangement. You will lead or participate in underwriting moderately complex equipment loan and lease requests, maintain risk ratings, and partner across internal teams to achieve business objectives.

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Responsibilities

Lead or participate in researching and underwriting the creditworthiness of moderately complex commercial or business loan and lease requests within the Equipment Finance Underwriting function
Review and research moderately complex requests that require in-depth evaluation
Perform periodic reviews on assigned portfolio credits
Maintain risk ratings and other relevant data in systems of record
Approve loans or leases within delegated credit authority and recommend transactions beyond that authority
Collaborate with Equipment Finance Underwriting peers, colleagues, and middle-level managers to achieve business objectives
Work with internal and external business partners to gather information needed to make informed decisions

Requirements

4+ years of Equipment Finance Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Technologies

Microsoft Office Suite (Excel, Word, PowerPoint)

Job expectations

This position is not eligible for Visa sponsorship
The role offers a hybrid work schedule, with 4 days in the office and 1 day remote
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards

Pay ranges by location

Minneapolis, MN Pay Range: USD 110,000–179,000 per year (range may not apply to other locations)
Chicago, IL Pay Range: USD 110,000–179,000 per year (range may not apply to other locations)

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Credit Analyst, Associate Director - Insurance - New York

Fitch Ratings New York, NY

20d ago

$115k - $135k/yr Full time Analyst Associate Client Relations

Analyst Associate Client Relations

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Job Description

Fitch Ratings invites qualified professionals to join our North American Insurance group as Associate Director – Insurance. In this onsite role based in New York, you will lead credit analysis on a portfolio of property/casualty or life insurers, engage with management and investors, and present to rating committees. You will support the ratings process across a focused set of insurers, contribute to company and industry research, and participate in stakeholder discussions, with limited travel.

What we offer

Fitch Ratings provides a range of credit ratings, research, and data services to help investors make informed decisions.
The Financial Institutions Group focuses on ratings and analysis for banks, insurance companies, and other financial institutions.
Fitch Ratings is a global company with a presence in over 30 countries, offering opportunities to work with diverse teams and clients from around the world.

Responsibilities

Lead coverage on a portfolio of property/casualty or life insurance companies
Interact with management of property/casualty or life insurance companies
Prepare rating committee packages
Present rating committee packages
Participate in rating committees
Write company research
Contribute to insurance industry research
Participate in analytical projects utilizing industry financial data sources
Back-up coverage on selected insurance companies
Maintain files in accordance with company policies

Requirements

Bachelor’s degree
5-7 years of relevant experience in property/casualty or life insurance analysis or in a strategic planning, financial management or actuarial position within the insurance industry; offers will be aligned to the level appropriate to the candidate’s experience
CFA, MBA, CPA or actuarial designations are a plus but not required
Self-motivated professional
Strong analytical, quantitative, and organizational skills
Excellent written and verbal communication skills
Ability to shift fluidly between multiple projects as priorities change
Ability to excel in a team-oriented environment
Proficiency in Excel and Word
Strong candidates with less experience may be considered at varying levels

Compensation (New York)

Base pay for this role is typically between $115,000 and $135,000. Actual salaries are determined on an individual basis and may vary based on education, training, experience, past performance, and other job-related factors. Base pay is one component of Fitch’s total compensation package, which may also include commission earnings, discretionary bonuses, long-term incentives, and other benefits.

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Financial Advisor

New York Life – Victor, NY Team Rochester, NY Hybrid

21d ago

$130k - $160k/yr Full time Marketing Advisor Annuities

Marketing Advisor Annuities

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Job Description

Overview

Our mission is to provide financial security and peace of mind through insurance, annuity, and investment solutions. We conduct ourselves with integrity and humanity in every interaction with policy owners, business partners, and colleagues. Grounded in confidence and humility, we serve as long-term stewards. We are here for good, reflecting both the enduring nature of New York Life and our commitment to doing the right thing in business and society. Our central purpose is to be there when policy owners need us. This role is part of the New York Life Victor, NY Team and offers a hybrid remote work arrangement in Rochester, NY.

Role and Career Opportunity

Join the New York Life team as a driven financial service professional dedicated to improving the lives of others. We aim to grow your career by making our broad range of financial products and services available to clients pursuing a sustainable path to a sound financial future.

Training, Support, and Professional Development

New York Life provides a comprehensive three-year training program, marketing resources, and prospecting plus technical assistance. You will have the opportunity to work alongside highly successful, established agents and managers who help you develop a clientele. As a Fortune 100 company, New York Life offers the resources and ongoing support you would expect.

About New York Life

New York Life is among the strongest and most respected financial companies in the world. It has earned the highest financial strength ratings currently awarded to any U.S. life insurer by four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution. New York Life has been recognized as one of Fortune Magazine’s World’s Most Admired Companies for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), an affiliated licensed insurance agency. New York Life is an equal opportunity employer M/F/D/V.

Affiliations and Compliance

Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), an affiliated licensed insurance agency.

Compensation

Compensation: $130,000 - $160,000 yearly.

Benefits and Eligibility

Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

Vision and Mission

Vision: To be the Premier Financial Services Organization serving Central, Western, and Northern New York. Mission: We seek exceptional individuals, offering them a chance to cultivate a fulfilling and prosperous career that enhances both their financial security and the well-being of their clients. Through our ongoing dedication to the growth of our financial professionals, we empower them to achieve their personal and professional aspirations.

Location

Hybrid remote in Rochester, NY.

Equal Opportunity Employer

New York Life is an equal opportunity employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity

Perks & Benefits

Medical, Vision, and Dental Insurance
Flexible Spending Accounts for Healthcare
401(k) Savings Plan
Life Insurance
Long Term Disability Insurance
Job Training
Career Development
Marketing Tools

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Wealth Management Advisor - with Full Training and Development

Northwestern Mutual New York, NY

25d ago

$55k - $159k/yr Full time Advisor Business Development Client Relationship Management

Advisor Business Development Client Relationship Management

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Job Description

Role overview

Embark on a meaningful shift into wealth management with comprehensive training and development. This position delivers independence, measurable impact, and a clear path to building a sustainable career that serves communities. Northwestern Mutual offers a nationally recognized program that blends structured education, hands-on experience, and mentorship to help you protect and grow the financial futures of individuals, families, and small businesses. Enjoy the freedom to live your life on your terms while working alongside driven professionals who support your best efforts. If this aligns with your goals, submit your resume for consideration in our selection process.

What you will do

Provide customized financial strategies and solutions through fact finding and holistic planning.
Develop and maintain long-term client relationships, with our average client relationship lasting over 40 years.
Establish impactful networks in the community and authentically cultivate referral connections.
Receive personalized coaching and market development resources along with financial support for professional designations and certifications.
Build and expand your skill set through ongoing professional development and collaborative, experiential learning.
Design your roadmap to leadership and pursue specialized roles within the organization.
Provide guidance to help clients protect and grow their financial future.

What we look for

Dependable, consistent, and guided by integrity and honesty.
Excellent communicator and relationship-builder.
Driven, independent, self-motivated, and goal-oriented.
Growth-minded and coachable with a strong desire for long-term success.
Education: Bachelor's degree required.
Experience: Sales 1 year preferred; Professional 1 year preferred.

Compensation and benefits

Salary: $55,000.00 – $159,000.00 per year.

Dental insurance
Employee assistance program
Financial planning services
Flexible schedule
Health insurance
Life insurance
Paid training
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance

Location and work arrangement

Location: New York, NY 10036. In person, full-time employment opportunity.

About Northwestern Mutual

Unsurpassed financial strength with the highest ratings in the industry
Fortune 2025 Worlds Most Admired Companies, ranked #1 in our class
Top 5 Independent Broker-Dealer
Ranked 112 on the Fortune 500 list
$400 million+ donated through the Northwestern Mutual Foundation
455,000 hours donated toward Children’s Cancer Research
Countless volunteer hours toward local initiatives

Northwestern Mutual is recognized by Fortune as one of the World's Most Admired companies. With a 165-year history in financial services, Northwestern Mutual has a proven track record of success. Our financial advisors across the nation help clients reach their goals, reflecting the substantial opportunity to address the ongoing need for effective financial planning in the United States.

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F&I Manager - Colorado Market

Asbury Centennial, CO

26d ago

$125k - $200k/yr Full time Manager Auto Finance Automotive

Manager Auto Finance Automotive

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Job Description

Overview

Larry H Miller Automotive Group is part of Asbury Automotive Group (NYSE: ABG), a Fortune 500 company and one of the largest franchised automotive retailers in the United States. We redefine the dealership model through innovative technologies such as Clicklane and a commitment to our team members, guests, and partners. Our culture, guided by our North Star and Compass and powered by the DRIVE values, strives to become the most guest centric automotive retailer. At Asbury, we foster a fun, supportive and inclusive environment where team members can grow both personally and professionally. Our efforts have earned recognition as a top place to work by Newsweek and US News & World Report. Learn more about us and current open positions by following Larry H. Miller Automotive Group on Facebook and LinkedIn.

Position Overview

The Finance and Insurance Manager leads the financial transactions integral to the vehicle buying experience for every customer. You will collaborate with lenders to obtain approvals, prepare the necessary financial documents, and guide the staff on DMV regulations. This role works closely with the sales team and customers to facilitate the financing process, build customer relationships, and ensure timely completion of all paperwork.

Responsibilities

Collaborate with lenders to obtain bank approvals for vehicle purchases; prepare financial paperwork and advise staff on DMV laws.
Engage with the sales team and customers to assist in the financing aspect of the car buying process.
Develop rapport with customers to establish a network of referrals.
Consult and sell finance and insurance warranties to customers.
Produce and submit accurate paperwork for title work and secure funding from finance sources in a timely manner.
Meet monthly objectives and deadlines for turning in customer paperwork to lenders and accounting.
Manage and safeguard customer funds during vehicle transactions and submit to accounting.
Adhere to local and national regulations and advise the sales team on changes to state laws relevant to vehicle purchases.
Partner with service advisors to assist customers with purchasing extended warranties when needed.
Build and maintain customer relationships to support ongoing business opportunities.
Maintain a strong reputation with lenders and vendors.
Provide a clear finance and insurance menu presentation that explains warranty packages.
Assist sales professionals in explaining lending options and warranties to customers as needed.
Develop relationships with local and national bank and manufacturer representatives and meet with them monthly.
Demonstrate advanced computer skills with Microsoft Office and dealership management systems.
Stay organized and detail oriented in a fast paced environment; think strategically to find solutions for customers.
Be self-motivated and a team player; understand tag and title laws and DMV requirements.
Prior automotive sales consultant experience is required; 1-3 years.
Bachelor's degree in Business Administration, Marketing, Finance or a related field is preferred; MBA is a plus.
Maintain a track record of impeccable customer service ratings.
Must be able to pass pre-employment screenings (background and drug test).
Applications will be accepted and candidates evaluated on an ongoing basis until the position is filled.
Job ID: INDMANAGER

Requirements and Qualifications

Prior automotive sales consultant experience required; 1-3 years.
Bachelor's degree in a related field preferred; MBA is a plus.
Advanced computer skills and proficiency with dealership management systems.
Strong knowledge of tag and title laws; DMV regulations.
Proven ability to deliver exceptional customer service and build lasting relationships with lenders and clients.
Ability to pass background and drug screenings.

Education

Bachelor's Degree in Business Administration, Marketing, Finance or related field is preferred; MBA a plus.

Compensation

Annual salary range of $125,000 to $200,000, with compensation based on volume and performance.

Location

Colorado, United States.

Benefits and Career Development

Pay and recognition: Semimonthly or weekly pay depending on platform, paid holidays and paid time off, paid training, and eligible stock awards for select management and front-line team members.
Insurance and retirement: medical, vision, dental, accident, critical illness and hospital indemnity plans; up to 12 weeks paid pregnancy leave (disability leave); paid parental leave; health savings; flex spending accounts; short-term and long-term disability plans; life insurance (whole and term); 401(k) with company match.
Learning and career development: digital career path tool, ongoing training through Asbury's internal Learning Management System, and opportunities for professional growth.
Additional advantages: student loan relief resources; employee assistance program; employee discounts on parts and service repairs; scholarship awards; opportunities to participate in community service initiatives with paid volunteer hours.

How to Apply and Notes

Applications are reviewed on an ongoing basis until the position is filled. Asbury Automotive Group is an equal opportunity employer. We provide equal employment opportunities to all individuals regardless of race, color, religion, sex, national origin, age, disability, pregnancy, sexual orientation, gender identity, genetic information, or any other protected category as defined by law. We prohibit discrimination or harassment and are committed to fostering an inclusive and diverse workplace.

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Commercial Credit Risk Review Officer I

Bank OZK Little Rock, AR

1mo ago

Full time Audit Banking Commercial

Audit Banking Commercial

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Job Description

Overview

Bank OZK brings more than a 120 year legacy in banking to the table and is widely recognized as a national leader in financial services. The organization blends attentive service with innovative technology to deliver smart financial solutions across the country. Bank OZK supports small businesses, fuels local economies, and helps shape growth in major markets. This listing emphasizes building a rewarding career within a supportive team and a comprehensive benefits program.

The benefits package includes generous paid time off, 401(k) matching, health, dental, and vision insurance, pet insurance, and a range of perks and discounts designed to support physical, mental, and financial wellbeing.

Location

Little Rock, AR 72223

Position

Commercial Credit Risk Review Officer I

Job Purpose & Scope

Evaluate the quality of loan relationships and the effectiveness of internal controls designed to identify, measure, monitor, and manage credit risk.

Essential Job Functions

Perform independent analyses of corporate and personal financial statements and tax returns, assessing repayment viability of sources.
Review loans to determine the strength of underwriting and asset management practices.
Assess credit quality and the accuracy of assigned risk ratings; recommend appropriate ratings based on findings.
Evaluate business line adherence to credit policy and procedures.
Discuss review findings with the Reviewer-In-Charge and provide recommendations.
Ensure asset quality reports and supporting documentation are thorough and support conclusions.
Support a culture of continuous process improvement and uphold the department's professional practice and quality control standards.
Carry out other duties as assigned.

Knowledge, Skills & Abilities

Knowledge of loan documentation, credit analysis, and financial statement review.
Understanding of basic auditing principles.
Ability to review and analyze small to midsize loans with limited complexity.
Strong verbal and written communication skills.
Ability to work effectively both independently and with others.
Desire to learn continuously on the job.
Discretion and sound judgment in decision making.
Capability to manage multiple tasks with tight deadlines in a fast paced environment.
Ability to maintain confidentiality.
Solid organizational, analytical, critical thinking, and problem-solving skills.
Flexibility to adapt to a changing environment and strong attention to detail.
Ability to work with minimal supervision.
Proficiency with computer tools and Microsoft Outlook, including Excel and Word; ability to acquire additional skills as needed.

Basic Qualifications

Bachelor’s degree or equivalent work experience required.
Minimum of two years of commercial lending experience required.
Minimum of two years of commercial credit experience in a regional bank preferred.
RMA Credit Risk Certification (CRC) preferred.

Job Expectations

Operate standard equipment and technology used in a business environment, with or without accommodation.

Note

This description does not constitute an exhaustive list of all job functions, duties, skills, and standards that may be required. Other duties and responsibilities may be added. Management reserves the right to modify job requirements at any time.

EOE Statement

Bank OZK is an equal opportunity employer and considers qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

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Financial Services Professional (management fast track- MBA required)

New York Life Pasadena, CA

1mo ago

Full time MBA Annuities Fast

MBA Annuities Fast

Financial Services Professional (management fast track- MBA required)

New York Life Mobile, AL

1mo ago

Full time MBA Annuities Fast

MBA Annuities Fast

Automotive Finance Manager

Asbury Murray, UT

1mo ago

Full time Manager Automotive Automotive Finance

Manager Automotive Automotive Finance

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