What Jobs are available for Financial Services in the United States?

Job Description

Financial Advisor / Registered Representative / Agent

About the Role

As a Financial Professional with New York Life, you’ll have the opportunity to make a meaningful difference in the lives of individuals, families, retirees, and business owners. You’ll partner with clients to understand their goals and create customized financial strategies designed to provide long-term security and peace of mind.

Through New York Life, Eagle Strategies, and NYLIFE Securities, you’ll offer a comprehensive suite of solutions—including insurance, investments, retirement planning, education funding, business planning, employee benefits, special needs planning, and estate/legacy strategies.

Why Join Us

At New York Life, we believe success starts with strong support. You’ll benefit from:

• Comprehensive Training & Development : A structured two-year program, plus ongoing education to help you master your craft.

• Mentorship & Collaboration : Guidance from top-performing agents and managers who want to see you succeed.

• Proven Resources : Backing from a Fortune 100 company with the independence to run your own practice.

• Marketing & Prospecting Support : Tools, technology, and strategies to help you build lasting client relationships.

You’ll be in business for yourself—but never by yourself.

Who We’re Looking For

We’re seeking motivated, entrepreneurial individuals who want to build a rewarding career while making a positive impact. Ideal candidates bring:

• Integrity and professionalism in every interaction

• Strong communication and relationship-building skills

• A passion for helping clients achieve financial security

• The drive to build a sustainable practice

Our Values

Our mission is simple yet powerful: to provide financial security and peace of mind.
We act with integrity and humanity, guided by confidence and humility, and we remain committed to doing the right thing—for our clients, our colleagues, and our communities. At New York Life, we’ve been here for good for over 175 years, and we’re looking for people who want to be part of that legacy.

Financial Advisors 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. Agents offer insurance through New York Life Insurance Company. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

1 Individual Third-Party Ratings Reports as of 10/19/2023
2 MDRT (The Premier Association of Financial Professionals) is recognized globally as the standard of excellence in life insurance sales performance.

New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.
SMRU .3 exp 3/6/2026

Facts: New York Life is among the strongest and most respected financial companies in the world for over 185 years. New York Life has earned the highest possible financial strength ratings from 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 68 Consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the United States.

Facts: New York Life is among the strongest and most respected financial companies in the world for over 185 years. New York Life has earned the highest possible financial strength ratings from 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 68 Consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the United States.

Job Description

We are seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you will be responsible for servicing existing clients and their accounts to ensure they are meeting their current and future objectives; you will also be responsible for identifying additional opportunities for assets held outside the firm. You will also be responsible for meeting with prospective clients sourced by our firm’s marketing funnels, and independently guide them through the planning process with the end-goal being to obtain them as clients. You will leverage your skills in wealth management, portfolio management, and customer relationship management to build and maintain strong client relationships.

Responsibilities

- Meet with existing clients to review their accounts with our firm, and ensure their accounts are aligned with their financial objectives, risk tolerance, income, expenses and assets. During client review meetings, you would be responsible for identifying additional opportunities based on assets held outside our firm.

- Meet with prospective clients to guide them through the planning process, prepare and review recommendations/strategies, and get them to implement relevant recommendations.

- Offer strategic advice to existing clients and prospective clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning, and more.

- Complete the

Job Description

Join our dynamic team as a talent acquisition recruiter! This position offers the opportunity to engage with new talent, build relationships, and source the best candidates for our Financial Service Clients. Our talent acquisition recruiter will play a key role in building teams to drive growth and success for the clients we serve. Our focus is on the Financial Advisor space nationwide, no set territories. It would helpful if you have experience in the investment, insurance or financial advice industry.

Compensation is commission only with industry high generous payout and company year-end bonus

Training and great support, extremely team-oriented work environment. Remote. Full time or part time. Just be a go getter!

Responsibilities

Develop and implement recruiting strategies to ensure a consistent pipeline of top talent.

Conduct candidate screenings, assessments, and interviews.

Build and maintain a network of potential candidates through proactive sourcing.

Skills & Requirements

Experience

3-5 years

Education Bachelors

Job Description

Financial Professional

Are you a leader who has the following traits?

• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic

If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we’re looking for.

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

What we offer.

Training and development
We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.

Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions.

Human guidance
When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

How we will compensate you.

You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917. 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 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 our clients.

Awards & Accolades.
We’re proud of our financial strength.
• A+ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)

We’re proud of the training we offer.
• Training Magazine’s APEX Award for 2022

We’re proud to be recognized by organizations that also value diversity.
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For

We’re proud of the help we’ve provided and continue to provide our clients.
• 5.3 million LIVES PROTECTED . Includes all owners of individual life insurance and annuity policies
• $79 million LIFETIME ANNUITY INCOME PAID . Includes all payouts on individual income annuity products.
• $< >4.5 billion IN LIVING BENEFITS AWARDED . Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
• Over $1 2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

If you are interested in becoming a Financial Services Professional, please contact me at: or

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 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 long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

Awards & Accolades.

We’re proud of our financial strength
• A+ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)

We’re proud of our positions in the industry
• New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine
• Training Magazine’s Training Top 100 for 20216
We’re proud to be recognized by organizations that also value diversity
• Latino Leaders: 2022 Best Companies for Latinos to Work
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity

We’re proud of the help we’ve provided and continue to provide our clients
• 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)
• $4.9 Billion in living benefits awarded (inclu es life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed)
• $9 8 million lifetime annuity paid (includes all payouts on individual income annuity products)
• Over $1 1 trillion life insurance protection in force (includes term, whole and universal life)

About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 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 long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades. We’re proud of our financial strength • A+ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s) We’re proud of our positions in the industry • New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine • Training Magazine’s Training Top 100 for 20216 We’re proud to be recognized by organizations that also value diversity • Latino Leaders: 2022 Best Companies for Latinos to Work • Human Rights Campaign: 2022 Corporate Equality Index • Forbes 2022: America’s Best Employers for Diversity We’re proud of the help we’ve provided and continue to provide our clients • 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies) • $4.9 Billion in living benefits awarded (inc udes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed) • $9 8 million lifetime annuity paid (includes all payouts on individual income annuity products) • Over $1 1 trillion life insurance protection in force (includes term, whole and universal life)

Job Description

Financial Advisor / Registered Representative / Agent

About the Role

As a Financial Professional with New York Life, you’ll have the opportunity to make a meaningful difference in the lives of individuals, families, retirees, and business owners. You’ll partner with clients to understand their goals and create customized financial strategies designed to provide long-term security and peace of mind.

Through New York Life, Eagle Strategies, and NYLIFE Securities, you’ll offer a comprehensive suite of solutions—including insurance, investments, retirement planning, education funding, business planning, employee benefits, special needs planning, and estate/legacy strategies.

Why Join Us

At New York Life, we believe success starts with strong support. You’ll benefit from:

• Comprehensive Training & Development : A structured two-year program, plus ongoing education to help you master your craft.

• Mentorship & Collaboration : Guidance from top-performing agents and managers who want to see you succeed.

• Proven Resources : Backing from a Fortune 100 company with the independence to run your own practice.

• Marketing & Prospecting Support : Tools, technology, and strategies to help you build lasting client relationships.

You’ll be in business for yourself—but never by yourself.

Who We’re Looking For

We’re seeking motivated, entrepreneurial individuals who want to build a rewarding career while making a positive impact. Ideal candidates bring:

• Integrity and professionalism in every interaction

• Strong communication and relationship-building skills

• A passion for helping clients achieve financial security

• The drive to build a sustainable practice

Our Values

Our mission is simple yet powerful: to provide financial security and peace of mind.
We act with integrity and humanity, guided by confidence and humility, and we remain committed to doing the right thing—for our clients, our colleagues, and our communities. At New York Life, we’ve been here for good for over 175 years, and we’re looking for people who want to be part of that legacy.

Financial Advisors 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. Agents offer insurance through New York Life Insurance Company. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

1 Individual Third-Party Ratings Reports as of 10/19/2023
2 MDRT (The Premier Association of Financial Professionals) is recognized globally as the standard of excellence in life insurance sales performance.

New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.
SMRU .3 exp 3/6/2026

Facts: New York Life is among the strongest and most respected financial companies in the world for over 185 years. New York Life has earned the highest possible financial strength ratings from 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 68 Consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the United States.

Facts: New York Life is among the strongest and most respected financial companies in the world for over 185 years. New York Life has earned the highest possible financial strength ratings from 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 68 Consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the United States.

Job Description

Are you looking for a rewarding career in the financial services industry? Join our dynamic team at PFS Investments! We are seeking dedicated and motivated individuals to become Financial Services Professionals and help our clients achieve their financial goals.
Build and maintain strong client relationships - Provide expert guidance on financial products and services - Conduct client assessments to tailor financial solutions - Stay updated on industry trends and regulations - Work collaboratively with team members to achieve business objectives. Must be able to pass a background check.

What We Offer: - Competitive Income - Paid training to kickstart your career - Opportunities for professional development and growth - A supportive team environment - Flexible working hours
Requirements: Excellent communication and interpersonal skills - Strong work ethic and dedication to client success - Life insurance license preferred. Still, we are willing to cover the costs of licensing for committed individuals If you are ready to take the next step in your career and make a positive impact on people's financial futures, we'd love to hear from you!
We look forward to meeting you! PFS Investments is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees

Job Opportunity

TurboTax Live Seasonal Local Service Experts serve as trusted advisors, empowering customers to achieve positive financial outcomes while supporting a mission of powering prosperity worldwide.

The role requires tax expertise to provide full-service tax return preparation, tax advice, calculations, and software/product support. Employees play a key role in growing the client base within the local community, establishing long-term relationships, and driving customer loyalty.

The ideal candidate possesses active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. They must have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

A minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software is necessary. Familiarity with Circular 230 is also required. Employees are willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location. Bilingual communication skills are a plus.

Empower customers to achieve positive financial outcomes by leveraging tax expertise, entrepreneurial spirit, and community engagement.

As a trusted advisor, you will provide full-service tax return preparation, advice, calculations, and software/product support. Demonstrating an understanding of each customer's unique situation and connecting with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes.

Work onsite from a dedicated location, serving customers both in-person and virtually using Intuit products. A strong understanding of tax laws and regulations, as well as excellent communication and interpersonal skills, are required. You will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty.

TurboTax provides a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.

• Career Growth : Whether you're just starting out or looking to advance, we have the right career path for you.
• Flexible Schedule: Enjoy the freedom to work flexible hours based on business needs, with no set schedule. Plus, get a weekday and weekend day off each week for a balanced work-life experience.
• Great Benefits:
  • Paid training and mentorship from experienced professionals.
  • Competitive starting rate with advancement opportunities. 100% of our branch and district managers started as entry level associates!
  • Paid holidays and vacation to support a healthy work-life balance.
  • 401(k) matching to help secure your financial future.
  • Comprehensive health, dental, and vision insurance.
  • Company-paid life insurance and short and long-term disability benefits.
  • Optional supplemental insurance: life insurance, accident, critical illness, hospitalization.
• Be Part of Something Bigger: Since 1989, millions of Floridians have come to depend on Amscot. Help us continue our commitment to "making lives better through financial solutions."

• High school diploma or GED required.
• Strong communication and customer service skills.
• Flexibility to work nights and weekends.
• Reliable transportation.