9,783 Charles Schwab jobs in the United States

Levy Sector
Position Title: ((title))
Pay Range: $18.00
We Make Applying Easy! Want to apply to this job via text messaging? Text JOB to 75000 and search requisition ID number 1365000 .
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Are you looking for a job with competitive wages, one in which you can learn and grow and be a part of a great team? We're hiring! Great team member perks like Instapay (early access to your wages) and high interest savings both through the EVEN app.
From the stadium to the head table, Levy leverages unbridled creativity, custom strategies, impeccable service, and true love for great food to create unforgettable experiences. Founded in Chicago 40 years ago as a Delicatessen, Levy now finds itself as a leading presence in the Food, Beverage, and Retail industry across 200 plus Entertainment, Sports, and Restaurant venues across the country.
For more information on what we are about as a company, check us out by following the link below: Summary
Summary: Manages the operations of concession stands and performs a variety of concessions duties while providing a pleasant guest experience. Essential Duties and Responsibilities:
+ Manages the operations of multiple concession stands, while assisting team members and maintaining a safe environment throughout operating hours.
+ Greets, directs, and responds to guest's questions and needs.
+ Understands menu offerings, presentation and pricing.
+ Ensures proper product control and handling of inventory and equipment.
+ Follows cash handling policies and food safety/sanitation guidelines.
+ Performs other duties as assigned.
Qualifications:
+ Minimum of one year leadership experience.
Apply to Levy today!
Levy is a member of Compass Group USA
Click here to Learn More about the Compass Story ( Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.
Associates of Levy are offered many fantastic benefits.
+ Instapay (early access to your wages) and high interest savings both through the EVEN app
+ Associate Shopping Program
+ Health and Wellness Program
+ Discount Marketplace
+ Employee Assistance Program
Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here ( for paid time off benefits information.

**Your opportunity**
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales leader like you!
Our heritage of serving advisors by bringing them the "Best of Schwab," our specialized expertise, and our continued investment in their business is unparalleled. Your experience and commitment can help make it possible for us to offer a depth and breadth of services supported by leading technology and experienced people to our advisor clients to help them profitably grow, compete, and succeed in their business efforts.
As **Sr. Manager of the Advisor Path Team** , you play an essential and impactful role that leads the daily operations and success of the advisor path team. This is a role where you can bring your passion for coaching, leadership, and sales, to a firm that will value your contributions and champion your growth. You will be leading a prospecting team speaking with advisors turning independent from wirehouses, independent broker dealers, trust/bank channels, and fee-based independent investment advisors who would like to engage with Schwab to learn more about becoming a new custody and trading services client. You have the unique opportunity to center your work around development and growth - for clients, your team, and yourself. In collaboration with, and under the guidance of, the Managing Director, Business Development, you will coach a driven team of professionals, attending to performance management and employee engagement.
Key Responsibilities:
+ **Strategic Leadership:** Align team objectives with business goals, making data-driven decisions to optimize performance and client satisfaction.
+ **Coaching & Development:** Mentor and develop team members across multiple grade levels, fostering a culture of continuous learning and professional growth.
+ **Operational Excellence:** Identify process improvement opportunities, enhance workflow efficiency, and proactively manage operational risks.
+ **Emotional Intelligence:** Cultivate a supportive, inclusive team environment, effectively managing conflict and adapting leadership approaches to diverse team dynamics.
+ **Communication & Influence:** Serve as a strong advocate for the team, communicating clearly and persuasively with internal stakeholders, senior leadership, and external partners.
**Base Salary Range: $125,000-$145,000**
***In addition to the salary range, this role is also eligible for bonus or incentive opportunities.**
**What you have**
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
**Required Qualifications:**
+ A minimum of 5 years in the financial services industry with leadership experience
+ Experience in lead generation, sales, or business development, preferably within financial services
+ Strong communication and interpersonal skills with the ability to establish rapport and engage prospects effectively
+ Demonstrated ability to meet and exceed performance metrics in a fast-paced environment
+ Highly organized with a keen focus on accuracy, proficient in CRM tools and lead tracking systems
+ Bachelor's degree or equivalent work-related experience?
+ A valid and active Series 7 license
+ A valid and active Series 66 (63/65) license
+ A valid and active Series 9/10 (8) license required (may be obtained within a 90-day condition of employment)?
**Preferred Qualifications:**
+ Ability to provide ongoing employee coaching, development, and recognition
+ Demonstrated business development experience with a strong drive for results
+ Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement
+ Passion for the client with the ability to strengthen and retain client relationships
+ Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients
+ Strong written and verbal communication skills
+ Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize
+ Demonstrated ability to be agile in changing environmental, economic, and client need scenarios
+ Strong organizational skills with attention to detail
+ Ability to develop and maintain good cross-enterprise working relationships
+ Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email
+ Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage
+ Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety
**What's in it for you**
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .

Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor. You will be responsible for providing discretionary investment guidance for businesses and individuals and providing sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities, and alternative investments, among others. You will build and maintain long-term relationships with a portfolio of financially successful clients. Successful candidates in this role possess an entrepreneurial mindset and are involved with extensive client management and development, new client prospecting and financial consultancy.

Principal Activities and Duties:

*Conduct outgoing calls to assigned accounts/leads from Dollar Bank personnel, set appointments, and make presentations.
*Develop and maintain lead generation through centers of influence to promote Dollar Bank's core values and increase book of business.
*Provide full array of financial planning for clients, dependent upon their needs, to include both Brokerage and Advisory services, inclusive of mutual fund products, life insurance products, stocks, bonds and investment CDs and other investments as appropriate.
*Maintain effective relationships with all Cetera financial services personnel. Conduct training and sales meetings with assigned partnerships.
*Stay current and up to date on products and tax laws affecting customers' finances.
*Evaluate customer current and future needs through a thorough review of their current life's situation and develop a plan for each customer, as appropriate.
*Ensure in all cases product/risk suitability for each customer.
*Meet goals established for production, outbound calls, cross referrals, etc. and report progress.
*Maintain strong closing ratio from prospect to sale.
*Keep well informed of the competitor environment.
*Complete and file all necessary paperwork. Comply with all rules, regulations and policies of Dollar Bank, Cetera, all state and federal securities regulators, and self-regulatory organizations.
*Maintain files in accordance with Cetera guidelines, FINRA, SEC, insurance department and regulatory authorities.
*All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Qualifications:

*Bachelor's degree or commensurate experience.
*Three years of experience selling mutual fund products, life insurance products, stocks and bonds.
*Valid driver's license and access to a reliable vehicle.
*Strong interpersonal skills.
*Strong time management and organizational skills.
*Ability to prioritize and manage multiple projects.
*Functional familiarity with all aspects of Windows applications and navigation as well as competency with Microsoft Word.
*Fully Licensed: FINRA 7, 66 (65 &63 or CFP) and Life/Health.

#J-18808-Ljbffr

Job Description

Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor. You will be responsible for providing discretionary investment guidance for businesses and individuals and providing sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities, and alternative investments, among others. You will build and maintain long-term relationships with a portfolio of financially successful clients. Successful candidates in this role possess an entrepreneurial mindset and are involved with extensive client management and development, new client prospecting and financial consultancy.

Principal Activities and Duties:

•Conduct outgoing calls to assigned accounts/leads from Dollar Bank personnel, set appointments, and make presentations.
•Develop and maintain lead generation through centers of influence to promote Dollar Bank's core values and increase book of business.
•Provide full array of financial planning for clients, dependent upon their needs, to include both Brokerage and Advisory services, inclusive of mutual fund products, life insurance products, stocks, bonds and investment CDs and other investments as appropriate.
•Maintain effective relationships with all Cetera financial services personnel. Conduct training and sales meetings with assigned partnerships.
•Stay current and up to date on products and tax laws affecting customers' finances.
•Evaluate customer current and future needs through a thorough review of their current life's situation and develop a plan for each customer, as appropriate.
•Ensure in all cases product/risk suitability for each customer.
•Meet goals established for production, outbound calls, cross referrals, etc. and report progress.
•Maintain strong closing ratio from prospect to sale.
•Keep well informed of the competitor environment.
•Complete and file all necessary paperwork. Comply with all rules, regulations and policies of Dollar Bank, Cetera, all state and federal securities regulators, and self-regulatory organizations.
•Maintain files in accordance with Cetera guidelines, FINRA, SEC, insurance department and regulatory authorities.
•All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Qualifications:

•Bachelor's degree or commensurate experience.
•Three years of experience selling mutual fund products, life insurance products, stocks and bonds.
•Valid driver's license and access to a reliable vehicle.
•Strong interpersonal skills.
•Strong time management and organizational skills.
•Ability to prioritize and manage multiple projects.
•Functional familiarity with all aspects of Windows applications and navigation as well as competency with Microsoft Word.
•Fully Licensed: FINRA 7, 66 (65 &63 or CFP) and Life/Health.

Benefits Information

Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement.
Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.

For more information, please visit

Our client, a prestigious wealth management firm known for its client-centric approach and comprehensive financial planning, is seeking a seasoned Financial Advisor to join their esteemed team in New York City, New York, US . This is an exceptional opportunity for a motivated professional with a strong understanding of financial markets and a passion for helping clients achieve their long-term financial goals. The ideal candidate will be adept at building and nurturing client relationships, developing bespoke financial strategies, and providing expert guidance across various financial disciplines.

Responsibilities:

• Cultivate and maintain strong, long-term relationships with high-net-worth individuals and families.
• Conduct in-depth financial needs assessments to understand clients' current financial situations, risk tolerance, and future objectives.
• Develop comprehensive financial plans encompassing investment management, retirement planning, estate planning, tax strategies, and insurance needs.
• Provide expert advice on a diverse range of financial products and services, tailoring recommendations to individual client profiles.
• Monitor market trends, economic indicators, and investment performance, making adjustments to client portfolios as necessary.
• Proactively communicate with clients regarding market updates, portfolio performance, and strategic recommendations.
• Generate new business through referrals, networking, and direct outreach to expand client base.
• Ensure strict adherence to all regulatory requirements and ethical standards set forth by FINRA, SEC, and other relevant bodies.
• Prepare and present clear, concise financial reports and proposals to clients.
• Stay informed on changes in tax laws, investment products, and financial regulations.

Qualifications:

• Bachelor's degree in Finance, Economics, Business Administration, or a related field. Master's degree or CFP designation is highly preferred.
• FINRA Series 7 and Series 66 (or Series 63 and 65) licenses are required. State insurance licenses may also be required.
• Minimum of 5+ years of experience as a Financial Advisor, Investment Advisor, or similar role with a proven track record of client acquisition and retention.
• Comprehensive knowledge of financial planning principles, investment products (stocks, bonds, mutual funds, ETFs), and wealth management strategies.
• Exceptional interpersonal and communication skills, with the ability to build rapport and trust with diverse clientele.
• Strong analytical and problem-solving abilities, capable of developing complex financial models.
• High level of integrity, professionalism, and ethical conduct.
• Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro) and CRM systems.
• Self-motivated, highly organized, and able to manage a robust client pipeline.

Our client offers a highly competitive compensation structure, comprehensive benefits package, and a professional, supportive environment with extensive resources to support your success. This is an opportunity to significantly impact clients' financial futures while advancing your own career in a reputable firm.

As a Financial Advisor on the Wealth Management Services team, you will work closely with clients to understand their financial goals, risk tolerance, and overall financial picture. You will spend your time engaging in meaningful conversations to uncover each clients unique needs and then develop and recommend personalized financial planning strategies that align with their objectives. To succeed in this highly regulated role, you must hold the appropriate licenses and possess a deep understanding of current financial products, investment options, and market trends. A strong commitment to providing client-focused advice with integrity, accuracy, and professionalism is essential.

Responsibilities

• Engage clients in discussions to assess financial objectives, risk tolerance, expenses, income, tax status, insurance coverage, or other information needed to develop a financial plan.
• Provide guidance and advice on financial planning strategies, investment options, retirement planning, tax strategies, estate planning, cash management and overall wealth management.
• Develop, implement, and monitor comprehensive financial plans tailored to each clients needs.
• Conduct regular review of client accounts to assess progress and adapt strategies in response to life events, economic changes, market conditions or financial performance trends.
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
• Collaborate with internal and external professionals to support the execution of complex financial plans.
• Maintain active communication with clients to ensure strong relationships and understanding of evolving goals and maintain up to date client portfolios.
• Build and expand the book of business through client referrals, networking, and community engagement.
• Stay current with financial markets, products, and regulatory requirements.
• Accurately document interactions and maintain records using CRM and financial planning software.

The above is not an all-inclusive list of duties and can be altered and adjusted as needed, including other duties as assigned. Duties are subject to change at any time by HUB Management.

Qualifications

• Bachelor's degree in business, finance, or related field preferred.
• 5 years of experience as a Financial Advisor, delivering high quality financial advice.
• Active FINRA 66 or combination of series 63 and 65 securities registration required
• Certified Financial Planner (CFP) designation preferred
• Experience working with account custodians such as Charles Schwab and Fidelity Investments
• Proven ability to manage and grow existing book of business
• Strong understanding of mutual funds, stocks, bonds, and insurance offerings.
• Knowledge of retirement plans is a plus (401k, 403b, 457, ESOP)
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and CRM systems.
• Excellent interpersonal, communication, and client relationship management skills.
• Self-motivated, organized, and adaptable with strong time management abilities.
• You must possess a valid drivers license and be comfortable meeting clients in-person as needed.
• Ability to work independently with autonomy, while also thriving in a collaborative team environment.

About Us

HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.

Joining a Winning Team at HUB International

When you join the team at HUB International, you become part of one of the largest global insurance brokers, providing a broad array of investment, retirement and wealth management, property, casualty, risk management, life and health, employee benefits products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 600 offices across North America. You will be able to actively contribute to our track record of year-over-year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUBs entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent!

Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: Up to 25%Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

#J-18808-Ljbffr

As a Financial Advisor on the Wealth Management Services team, you will work closely with clients to understand their financial goals, risk tolerance, and overall financial picture. You will spend your time engaging in meaningful conversations to uncover each client's unique needs and then develop and recommend personalized financial planning strategies that align with their objectives. To succeed in this highly regulated role, you must hold the appropriate licenses and possess a deep understanding of current financial products, investment options, and market trends. A strong commitment to providing client-focused advice with integrity, accuracy, and professionalism is essential.
**Responsibilities**
+ Engage clients in discussions to assess financial objectives, risk tolerance, expenses, income, tax status, insurance coverage, or other information needed to develop a financial plan.
+ Provide guidance and advice on financial planning strategies, investment options, retirement planning, tax strategies, estate planning, cash management and overall wealth management.
+ Develop, implement, and monitor comprehensive financial plans tailored to each client's needs.
+ Conduct regular review of client accounts to assess progress and adapt strategies in response to life events, economic changes, market conditions or financial performance trends.
+ Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
+ Collaborate with internal and external professionals to support the execution of complex financial plans.
+ Maintain active communication with clients to ensure strong relationships and understanding of evolving goals and maintain up to date client portfolios.
+ Build and expand the book of business through client referrals, networking, and community engagement.
+ Stay current with financial markets, products, and regulatory requirements.
+ Accurately document interactions and maintain records using CRM and financial planning software.
The above is not an all-inclusive list of duties and can be altered and adjusted as needed, including other duties as assigned. Duties are subject to change at any time by HUB Management.
**Qualifications**
+ Bachelor's degree in business, finance, or related field preferred.
+ 5 years of experience as a Financial Advisor, delivering high quality financial advice.
+ Active FINRA 66 or combination of series 63 and 65 securities registration required
+ Certified Financial Planner (CFP) designation preferred
+ Experience working with account custodians such as Charles Schwab and Fidelity Investments
+ Proven ability to manage and grow existing book of business
+ Strong understanding of mutual funds, stocks, bonds, and insurance offerings.
+ Knowledge of retirement plans is a plus (401k, 403b, 457, ESOP)
+ Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and CRM systems.
+ Excellent interpersonal, communication, and client relationship management skills.
+ Self-motivated, organized, and adaptable with strong time management abilities.
+ You must possess a valid driver's license and be comfortable meeting clients in-person as needed.
+ Ability to work independently with autonomy, while also thriving in a collaborative team environment.
**About Us**
HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.
**Joining a Winning Team at HUB International**
When you join the team at HUB International, you become part of one of the largest global insurance brokers, providing a broad array of investment, retirement and wealth management, property, casualty, risk management, life and health, employee benefits products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 600 offices across North America. You will be able to actively contribute to our track record of year-over-year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB's entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent!
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Up to 25%
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program ( endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Serving: Greater Sacramento, Sacramento, Roseville, Elk Grove, and Stockton Areas.

Our mission is to provide financial security and peace of mind through our investment, insurance, and annuity solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

How we will compensate you: You have the power to determine your own income with our commission-based compensation. It is not commission-only, there is also a training pay structure for the first 2 years. In 2021, the average income of our agents under the N8 and N9 Agents’ Contract who met annual minimum sales production requirements was $124,000. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A+), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine 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), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

1-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.

2- Source: Individual Third Party Ratings Reports as of 7/30/18.

3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019

4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see

Compensation:

$5,000 - 250,000

Responsibilities:

• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer

Qualifications:

• Relationship management skills are required
• Must have the ability to successfully network and prospect for new clients
• Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

#WHINS2

Compensation details: 75000-25000 Yearly Salary

PI48c0c8a03c48-34600-37871009

Build your own career. Change lives, including your own.

At WestPac Wealth Partners, our mission is to align clients’ financial goals with their values by delivering personalized, holistic planning strategies. We are a dynamic and forward-thinking financial firm built on a foundation of integrity, collaboration, and entrepreneurship. Our advisors don’t just sell products, they build lasting relationships and meaningful financial roadmaps that empower clients to live life intentionally.

Join a team that believes in building people first, personally, professionally, and financially, while giving you the tools to grow a thriving business of your own.

To learn more about the career with WestPac Wealth Partners, click here: 

Compensation:

$125,000

Responsibilities:

When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets. Your earning potential is upside with a draw against commission set up that is further explained in the interview process.

Qualifications:

• Bachelor's Degree (Required)
• US Work Authorization
• Entrepreneurial Mindset--desire to work in a commission environment
• Interpersonal & Relationship Skills
• Desire to build a business for yourself but not by yourself
• Strong work ethic
• Coachable
• Desire to help others
• Have or willing to obtain a state Life/Health Insurance License, SIE, Series 7 & Series 66

About Company

At WestPac® Wealth Partners, we seek driven individuals who are ready to take charge of their future. We provide the opportunity to run your own career, supported by a Fortune #1 Best Place to Work and an Inc. 5000 Fastest Growing Company. If you're passionate about making a positive impact in your community and being directly rewarded for your contributions, this could be an excellent career opportunity for you.

WestPac is a wealth management firm committed to assisting clients in every aspect of their financial lives. Our focus centers on clients’ visions for their future to create a lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions.

#WHINS2

Compensation details: 125000-125000 Yearly Salary

PIf6a3c930301c-34600-37656702