Professional Services

Professional Services Finance Jobs

213 jobs found

18d ago

Financial Advisor

New York Life Insurance - Orlando, FL Orlando, FL

Orlando, FL

18d ago

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

Apply Now

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.

View full job page →

19d ago

Business Financial Advisor

Northwestern Mutual - Kempf District Office Wausau, WI

Wausau, WI

19d ago

$60k - $100k/yr Full time Advisor Business Business Development

Apply Now

Job Description

Northwestern Mutual - Kempf District Office offers a clear path to build your client base and deliver tailored financial planning solutions through Northwestern Mutual products. Benefit from a comprehensive training program, licensing support, and the freedom to grow your own book of business while helping clients live more and worry less.

Responsibilities

Grow a client base by expanding relationships within your network and gaining in depth knowledge of Northwestern Mutual financial products and current market trends.
Continue learning beyond initial training through sponsored licensing and ongoing development; utilize planning software, reporting tools, and client illustrations to explain potential plans.
Present clients with opportunities to protect and prosper, guiding them to action via informed recommendations and professional influence.
Own the development and management of the business as you refine your craft and build a team; review and maintain client financial plans to provide optimum advice for evolving needs.

Requirements

A four year degree or equivalent professional work experience
Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or other client facing roles
Excellent time management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship

Benefits

Comprehensive Training Program
Competitive Culture
Entrepreneurial Path
Dental insurance
Flexible spending account
Health insurance
Referral program
Vision insurance

Compensation and Contract Details

Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning

Job Types

Full-time
Contract

Pay: USD 60,000 - 100,000 per year

Experience

Sales: 1 year (Preferred)

Work location

In person, Wausau, WI (onsite)

View full job page →

19d ago

Financial Planning Specialist

MomentUs Wealth Management Bedford, TX

Bedford, TX

19d ago

$73k+/yr Full time Advisor Client Relations Client Service

Apply Now

Job Description

MomentUs Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, seeks a Financial Planning Specialist to support the firm’s advisor teams with financial planning work, data analysis, and client service. This onsite role in Bedford, Texas centers on proactive problem solving and delivering an exceptional client experience through precise analysis and collaborative support.

Responsibilities

Record meeting notes from advisor and client sessions and ensure action items are completed
Process trades in client accounts as directed by the servicing advisor, ensuring accuracy and timely execution
Proactively monitor client portfolios and tracked metrics to identify risks, opportunities, and next steps before issues arise
Assist with tracking business performance metrics and prepare insightful reports for advisor review
Maintain currency on financial planning tools, investment platforms, and industry best practices under advisor guidance
Support financial planning activities, including data analysis, plan updates, and delivering high-quality deliverables using planning software
Maintain working knowledge of annuity, life, disability, and long-term care (LTC) application processes, as well as estate settlement procedures
Collaborate with the Ameriprise home office to resolve account service issues efficiently and thoroughly
Process transactions and service requests as directed, ensuring follow-through to completion
Handle ad-hoc client service needs and address escalated service issues from client service managers
Communicate confidently by phone with clients, prospects, and the home office
Monitor and respond to client emails and calls, prioritizing urgent matters and anticipating needs
Demonstrate ownership by identifying process improvements and contributing ideas to enhance client service and team efficiency
Perform additional duties as assigned by financial advisors and other team members

Requirements

Minimum of four years of experience in the personal financial services industry
Bachelor’s degree required
Series 7 license
Series 66 (or Series 63 and 65)
Texas Life Insurance license

Benefits

401(k) with matching and profit sharing
Paid time off
Professional development assistance and tuition reimbursement program
Health stipend (not health insurance)
Disability Insurance

Job Details

Job Type: Full-time
Salary: USD 72,500 per year
Location: Bedford, TX (onsite)

Work Location

On-site role based in Bedford, TX.

Commute/Relocation

Bedford, TX 76022 — reliable commute or relocation required prior to start date.

Education & Credentials

Bachelor’s degree (required)
FINRA licenses (required)
CFP designation (preferred)

Education

Bachelor’s degree (Required)

Experience

Financial planning: 4 years (Preferred)

View full job page →

19d ago

Financial Representative - Entry Level

Northwestern Mutual - Lawhon Network Miami, FL

Miami, FL

19d ago

$67k - $89k/yr Full time Advisor Business Development Client Relations

Apply Now

Job Description

This entry-level Financial Representative role at Northwestern Mutual Lawhon Network is onsite in Miami, FL, with a salary range of USD 67,000 to 89,000 per year, and a bachelor’s degree is preferred.

Responsibilities

Conduct client consultations to understand financial goals, aspirations, and concerns.
Develop comprehensive financial plans covering investments, insurance, and retirement strategies.
Recommend and implement insurance solutions to protect clients' assets and income.
Provide ongoing plan monitoring and regular updates, adapting strategies as life circumstances change.
Grow and maintain a client network through referrals, community involvement, and professional associations.

Requirements

Education: Bachelor’s degree strongly preferred.
Experience: Prior work in financial services, insurance, or business development is a plus but not required.
Skills: Excellent interpersonal and communication abilities, analytical thinking, and the capacity to build trust with clients.
Licenses: Obtain necessary licenses including Series 6, Series 63, and state insurance licenses; training and sponsorship are available.

Benefits

Retirement plans
Performance-based bonus opportunities
Company-sponsored events and parties
Dental insurance
Flexible work schedule
Health insurance
Opportunities for advancement
Training and professional development
Vision insurance
Comprehensive income potential
Support and mentorship
Work-life balance initiatives
Meaningful impact within clients' financial lives

View full job page →

19d ago

Insurance Agent with Training

Northwestern Mutual - Greater Springfield Springfield, MA

Springfield, MA

19d ago

$98k - $132k/yr Full time Advisor Agent Business Development

Apply Now

Job Description

The Insurance Agent with Training position at Northwestern Mutual - Greater Springfield is an onsite opportunity in Springfield, MA that emphasizes developing long-term client relationships and delivering personalized insurance and financial planning solutions, supported by structured training and sponsorship opportunities.

Responsibilities

Client consultation to understand clients' financial goals, aspirations, and concerns.
Develop comprehensive financial plans that include investments, insurance, and retirement considerations.
Recommend and implement insurance strategies to protect clients' assets and income.
Provide ongoing support by monitoring financial plans and delivering regular updates, adjusting strategies as circumstances change.
Grow and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

Education: Bachelor's degree.
Experience: Prior experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication abilities, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses; training and sponsorship are available.

Benefits

Performance-based bonus
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training and development
Vision insurance
Professional development: Access to ongoing training and sponsorship for advanced certifications
Income potential: Competitive compensation with incentives and no predefined ceiling
Support and mentorship: Dedicated planning team, marketing resources, and experienced mentors
Work-life balance: Flexible scheduling to fit individual lifestyle and goals
Retirement benefits: Company-funded pension and contributions to PFGF, a profit-sharing retirement plan
Impact: Opportunity to guide individuals and families toward financial security and success

Office Location

One Monarch Place, Suite 2100, Springfield, MA 01144

A Glance at Northwestern Mutual

Northwestern Mutual is a Fortune 500 company providing a broad range of financial services to more than 5 million people. As a mutual company, it answers to policyowners rather than Wall Street. Founded in 1857 in Wisconsin, Northwestern Mutual is recognized by Fortune as one of the World’s Most Admired companies in 2024, with a culture dedicated to helping people achieve financial security.

Meet Our Team

Corey Caron – Managing Director
Time with Northwestern Mutual: Since 2001. Corey joined NM as a college intern while attending Western New England University, later transitioning to a full-time Financial Advisor role with experience in Investment Compliance. He currently focuses on recruiting, developing, and mentoring new Financial Advisors in the Downtown Springfield area.
Kim Cavalieri – Financial Advisor
Time with Northwestern Mutual: Since 2008. Began her NM career in fall 2008, quickly establishing a high-performing practice. Recognized as a top producer, NAIFA 4 Under 40 recipient, MDRT member for over a decade, and Female Advisor of the Year through notable recognitions.
Danielle DeLorge – Growth & Development Director & Financial Advisor
Time with Northwestern Mutual: Since 2016. Started as a college intern in June 2016 and advanced to a leadership role within the firm, currently serving as Growth & Development Director and Financial Advisor.

About the Role

As an Insurance Agent at Northwestern Mutual, you will join a team that assists individuals and businesses in reaching their financial objectives through customized insurance solutions and financial planning. The role centers on cultivating enduring client relationships, understanding each client’s unique needs, and delivering tailored financial solutions.

View full job page →

20d ago

Wealth Management Private Banker

Fremont Bank Livermore, CA

Livermore, CA

20d ago

$95k - $129k/yr Full time Advisor Banker Banking

Apply Now

Job Description

The Wealth Management Private Banker role in Livermore, California, with Fremont Bank, collaborates with branch managers, financial advisors, and loan officers to attract high-value clients and deepen relationships by assessing deposit, lending, and investment needs.

Compensation and Location

Salary: USD 95,100 to 129,300 per year. Location: Livermore, CA onsite.

Experience and Education

Minimum of three years of experience in the financial services industry within a commercial, investment, or private banking environment.
Bachelor’s Degree preferred.

Responsibilities

Evaluate client needs, identify opportunities, and provide tailored financial guidance in collaboration with partners or independently to ensure recommendations align with client objectives.
Develop and maintain a robust pipeline of opportunities to meet and surpass targets.
Establish a reputation for excellence and effective execution; build trust with partners by accurately assessing needs to cultivate banking opportunities for their clients.
Serve as the subject matter expert for branch inquiries on available products and services.
Analyze the competitive landscape and craft strategies to retain existing business and win new clients.
Collaborate and communicate effectively with branch managers, associates, and all partners.

Requirements

Bachelor’s Degree preferred.
Minimum three years of financial services experience in a commercial, investment, or private bank setting.
Series 6 and 63 (or 66) securities licenses required; Series 7 preferred.
Proven track record in business development in partnership with centers of influence.
Strong understanding of local community needs and active community involvement.
Knowledge of credit products including residential mortgage products, home equity lines of credit, and commercial credit facilities.
Experience assessing the financial needs of diverse client profiles.
Strong relationship-building skills with clients, branch managers, associates, financial advisors, loan officers, and other product specialists.
Comprehensive knowledge of banking and lending products, including deposits and cash management.
Ability to screen, manage, and decline transactions efficiently while maintaining client relationships.
Excellent business development and marketing capabilities with a consistent track record of top results.
Poise and professionalism when engaging with affluent clients in challenging situations.
Detail-oriented with strong organizational and analytical abilities.
Superior oral and written communication skills and strong presentation abilities.
Ability to meet deadlines and manage client expectations.
Strong collaboration skills in a team-oriented environment.
Completion of formal credit training is strongly preferred.

Benefits

Medical, dental, and vision insurance
Flexible Spending Accounts (FSA, Dependent Care, Health Savings)
Employee Stock Ownership Plan (ESOP)
401(k) with employer match
Performance-based bonuses or incentives
Paid holidays, vacation, and sick time
Free personal checking and savings accounts
Home loan rate discounts
Tuition reimbursement and professional development resources
On-site gym and discounted health club memberships
Employee Assistance Program (EAP)

Position Summary

Fremont Bank, a long-standing Bay Area financial institution, seeks a strategic, hands-on professional to join the Retail Banking team and contribute to the organization’s mission through strong client relationships, community service, and excellence. This is a high-impact role within a mission-driven environment.

Why Fremont Bank

Founded in 1964, Fremont Bank is among the region’s oldest independently owned banks and has earned Top Workplace recognition for many years. The culture prioritizes relationships with clients, colleagues, and the community, emphasizing inclusivity and excellence. The organization supports deep community involvement and local reinvestment through a values-driven, performance-oriented environment.

The Fremont Bank Way

The bank delivers full-service banking with comprehensive financial solutions, modern technology, and exceptional service. The approach emphasizes a no-compromise mindset to help clients reach viable outcomes. Core values include going above and beyond for clients, fostering a supportive environment for associates, and investing in the well-being of the local community.

Position Overview

The Wealth Management Private Banker will collaborate with branch managers, associates, financial advisors, and both commercial and residential loan officers to deliver sound financial guidance on available products and services. The role focuses on acquiring new high-value clients and deepening existing relationships by evaluating deposit, lending, and investment needs.

What Makes Fremont Bank Associates Thrive

Team players who consistently support colleagues
Action-oriented professionals who challenge the status quo
Purpose-driven individuals who understand the bank's community impact

View full job page →

20d ago

Financial Adviser

CROWN FINANCIAL GROUP Little Rock, AR

Little Rock, AR

20d ago

$125k - $150k/yr Full time Adviser Advisor Business Development

Apply Now

Job Description

Responsibilities

Gather comprehensive data on each client's financial situation, goals, and constraints to craft customized financial plans aligned with short- and long-term objectives.
Provide recommendations across a broad range of financial products and services that match the client’s risk tolerance and timelines.
Proactively network and cultivate relationships to build a resilient client base and drive ongoing business opportunities.
Pursue opportunities to present educational sessions, seminars, and demonstrations to educate clients and promote services.
Continuously monitor market conditions and industry trends to inform guidance and adapt plans as needed.

Requirements

Bachelor's degree in finance or a related field from an accredited program.
Prior experience as a Financial Adviser or in a closely related role.
Active professional qualifications such as FCA, CII, DipFA, CISI, or other recognized credentials.
Solid understanding of financial data and market indicators to interpret implications for client guidance.
Ability to provide reliable, data-driven financial advice that supports decision making.
Skill at explaining complex financial concepts in clear, simple terms for clients.
Strong negotiation, communication, and presentation abilities to engage clients and convert opportunities.