Life & Health License

Life & Health License Finance Jobs

50 jobs found

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

Rhinebeck Bank Poughkeepsie, NY

9d 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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Financial Advisor

JJ Advisor Group Rapid City, SD Hybrid

11d ago

$50k - $70k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

Licensed Financial Advisor role in Rapid City, SD with JJ Advisor Group, focusing on relationship management, client growth, and comprehensive financial planning and wealth management; relocation assistance provided.

Responsibilities

Prepare for client meetings with research and investment analysis, address problems, resolve issues, and deliver financial planning recommendations to meet client needs.
Provide premier service to current clients, ensuring high-quality support and responsiveness.
Develop effective working relationships with internal teams and external professionals to deliver coordinated client service.
Conduct and document communications with clients and prospects, preserving clear records of interactions.
Manage, organize, present data, and review performance on a weekly, monthly, and quarterly basis.
Attend client and team meetings, document notes, assign tasks, and follow up on action items.
Drive project progress and delegate tasks as needed to meet deadlines.
Assist in growing the firm’s new client relationships and contribute to business development efforts.

Requirements

Strong interpersonal and communication skills to engage with financial advisors, support staff, vendors, and Cambridge home office personnel on sensitive matters.
Thorough understanding of company policies, procedures, and applicable regulations.
Professional, courteous demeanor when working with advisors, administration, and clients in a deadline-driven environment.
Commitment to delivering a premier level of customer care in a calm, professional manner.
Ability to organize, manage, track, and complete multiple detailed tasks and assignments.
Solid analytical skills for researching and resolving problems.
Ability to work independently with minimal supervision.
Extensive documentation of all client communications.
Operate with high integrity, adhere to compliance rules, and avoid shortcuts.
Proficiency with Wealthport, eMoney, Redtail, Riskalyze, and Microsoft Office Suite.
Ability to build trust and lasting relationships with clients.

Education and Experience

Bachelor’s degree and at least two years of experience in the financial services industry, or an equivalent combination of experience, education, and/or training as approved by the firm.

Licenses and Certifications

FINRA Series 7, Series 65, and Life and Health licenses required, with a commitment to ongoing continuing education to maintain licensing.

Technologies

Wealthport
eMoney
Redtail
Riskalyze
Microsoft Office Suite

Compensation

Salary: USD 50,000 - 70,000 per year

Location

Rapid City, South Dakota (hybrid)

Benefits

Relocation assistance to Rapid City, South Dakota
Opportunity for future ownership in the company

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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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Wealth Management Associate

Equitable Advisors New York, NY

12d ago

$35k - $125k/yr Full time Advisor Associate Business Development

Advisor Associate Business Development

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Job Description

Equitable Advisors is seeking a Wealth Management Associate for its New York, NY office. The role centers on building client relationships, developing personalized financial strategies, and guiding clients through suitable financial products. This onsite position offers a defined licensing path and opportunities for long-term growth in wealth management, with a compensation range of USD 34,500 to 125,000 per year.

Responsibilities

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time

Requirements

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Benefits

Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with USD 34,500 annually.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

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Financial Representative - Seeking Growth

Modern Woodmen of America Port Charlotte, FL

12d 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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Associate Financial Advisor

NettWorth Financial Group Cumming, GA

13d ago

$70k - $90k/yr Full time Advisor Associate Client Relations

Advisor Associate Client Relations

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Job Description

Join NettWorth Financial Group in Cumming, GA for a mentor-led, full-time role designed to support your growth as a financial advisor. You will service a client book, contribute to comprehensive financial planning, oversee portfolio alignment with client goals, and participate in business development, all within a collaborative environment that provides strong administrative and marketing support. This onsite position offers access to the firm’s longstanding brand presence and a robust toolkit for client illustrations and reporting.

Benefits

Existing clients and prospective clients
Top-notch administrative support
Marketing support
Name and brand recognition of the firm due to its tenure and community presence
The equipment and software you need for illustrations and reports

Compensation

Pay: USD 70,000 - 90,000 per year

Professional Growth

Training with a commitment to ongoing education to expand knowledge of financial products and services in changing market conditions
Grow a financial practice through effective prospecting, referrals, and developing new client relationships within target markets
Develop selling skills, deepen subject matter expertise, and enhance sales capabilities
Opportunity to obtain recognized professional designations as a sign of excellence
Entrepreneurial mindset with a strong work ethic and a focus on helping clients achieve financial confidence

Responsibilities

Service the Senior Advisor’s book of business
Lead client review meetings and manage multiple client relationships
Oversee and monitor portfolios to ensure alignment with goals
Provide market quotes, place orders, rebalance accounts as directed
Prepare financial plans and investment recommendations under supervision
Analyze financial statements, perform calculations, and run illustrations
Research and resolve client service issues as needed
Calendar management for scheduling meetings, conference calls, confirmations, and materials
Maintain accurate client information in proprietary systems and CRM
Draft written and electronic correspondence as needed
Process cashiering and asset movement requests such as distributions, wires, and checks
Generate referrals and cultivate new client and professional relationships
Provide office administrative support as needed
Manage new client onboarding, including paperwork, account opening, and communication
Perform other duties as assigned

Requirements

Industry and product knowledge
Strong customer relationship skills, service orientation, data entry accuracy, confidentiality, problem resolution, and MS Office proficiency (Word, Excel, Outlook)
Experience with CRMs such as Redtail
Experience with virtual meeting applications such as Go To Webinar and Zoom
Excellent oral and written communication skills
Energetic and outgoing personality with strong interpersonal abilities
Excellent organizational, time management, and multitasking skills
Detail-oriented, organized, and capable of multitasking in a fast-paced environment
Ability to work some evenings and weekends depending on event schedule
Ability to work independently and under pressure
Professional attitude, demeanor, and appearance

Education and Experience

Bachelor’s degree required
Minimum four years of experience in the financial services industry or an equivalent combination of experience, education, and/or training as approved by the firm
Client service and relationship management experience required

Licenses and Certifications

FINRA Series 7, Series 65, and Life and Health licenses required, with a commitment to ongoing continuing education to maintain licensure
Series 7 designation required