Jobs near San Francisco, CA

“All Jobs” San Francisco, CA
Jobs near San Francisco, CA “All Jobs” San Francisco, CA

Job Description


We are a boutique financial advisory firm in Corte Madera. When you join our team, you will be an integral member of a highly respected advisory firm that has been serving clients across the U.S. for over 30 years. We are deeply committed to partnering with our clients on their journey to financial independence, and our entire team derives enormous satisfaction from the ways in which our work enriches our clients' lives. At the same time, we are equally committed to nurturing and developing our employees, and we foster a collegial atmosphere where smart people work really hard, but also enjoy warm and caring relationships.


We are seeking a focused, smart human being to come into our firm as a Personal CFO Associate. It is a critically important role on the advisory team. You support the firm’s Personal CFOs. Most of the day-to-day responsibilities are detailed below. You’ll be on the front lines of client financial lives. You must have attained or be pursuing your CFP designation.


Summary of the key responsibilities of the position:



  • Execute meeting preparation requirements for client Comprehensive Financial Reviews . Participate in reviews and document client financial concerns, issues and goals as well as address action items resulting from financial review under the direction of the Personal CFO.

  • Maintain for each client relationship all ‘Profiles’ (e.g., Personal, Professional, Financial Position, Protection, Retirement, Tax, Estate, et al.) within the firm’s proprietary CRM.

  • Prepare proposal illustrations specific to protection planning solutions—disability, health, life, and long-term care insurance.

  • Maintain, in collaboration with Personal CFOs, a ‘select list’ for disability, health, life, and long-term care insurance solutions.

  • Prepare Investment Policy Statements (IPS) in collaboration with Portfolio Administrator.

  • Actively monitor in collaboration with Client Administrator CRM ‘Open Activities’ specific to advice development, presentation, and implementation. Present ‘past due’ or priority conflicts to Personal CFO.

  • Maintain for each client relationship a clear and concise ‘Activity History’.

  • Construct and maintain workflow process (e.g., preparation steps for Client Financial Review in firm’s proprietary CRM).

  • Manage client financial documentation storage solution in accordance with compliance requirements.

  • Administer ongoing process for monitoring client progress toward achievement of financial goals.

  • Proactively advocate and manage the effectiveness and efficiency of the firm’s financial planning process (i.e., financial analysis software, financial solution presentation reports, and investment policy statements).

  • Identify process inefficiencies in the development, design and documentation of comprehensive financial advice delivered either through a new client presentation of a comprehensive personal financial plan or as part of an ongoing client financial advisory relationship. Develop efficiency solutions for presentation to General Manager.

  • Identify optimal financial planning software integration and utilization in the development of comprehensive personal financial plans and monitoring of client progress toward achievement of financial goals. Present optimization solutions to General Manager.

  • Promote the effective and efficient utilization of financial plan design and financial review processes and technology adopted by the firm.

  • Promote the optimal application of systems and technology across functions and teams.

  • Promote continuing enhancements to the graphic presentation of financial advice.

  • Actively monitor and research financial product and technology developments specific to the financial advisory profession to support appropriate client advice strategies and business process optimization.

  • Actively pursue continuing education opportunities that promote and reinforce ‘quality of advice’ and ‘quality of firm’ best practices.

  • Promote individual and team adherence to compliance policies and procedures.

  • Adhere to the firm’s cultural values, ethical standards, and professional competencies.


Required qualifications for this role include:



  • Bachelor's degree in Finance, Accounting, Economics or Marketing

  • Must have or be pursuing the CFP designation

  • 2-3 years of financial planning industry experience

  • Understanding of FINRA, NASD, and SEC Rules and Regulation

  • Analytical and research skills

  • Strong computer skills

  • Demonstrated customer service experience


Working as a key member of our advice team, you will enjoy company benefits that include paid vacation, health care, disability insurance, retirement plan and profit sharing, paid professional dues and the opportunity for performance-based incentive compensation.


Company Description

We are a boutique financial advisory firm in Corte Madera. When you join our team, you will be an integral member of a highly respected advisory firm that has been serving clients across the U.S. for over 30 years. We are deeply committed to partnering with our clients on their journey to financial independence, and our entire team derives enormous satisfaction from the ways in which our work enriches our clients' lives. At the same time, we are equally committed to nurturing and developing our employees, and we foster a collegial atmosphere where smart people work really hard, but also enjoy warm and caring relationships.


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Who we are:

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high net worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships and further build their business.

With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children's college education, etc.


What you'll be doing:


  • Proactively establish, develop and maintain strong client relationships through regular contact and by providing timely, value-added information, advice and recommendations.

  • Engage with several new and existing clients every day to understand their long term goals and objectives and their short term needs, present customized recommendations, offer advice and complete sales.

  • Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends.

  • Network regularly with existing clients and referrals in order to build relationships and gain referral business.

  • Be your clients' main point of contact and accountable for responding to their questions and concerns.

  • Be part of a broader team all working together to build client loyalty through a “one team” approach.


What we're looking for:


  • The Lenox brand represents a caring, creative and passionate family of professionals. It's important that your values align to ours – trust, team work and accountability.

  • A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.

  • Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions and respond in language that clients understand.

  • Well-developed relationship building and presentation skills sufficient to convey detailed information requiring interpretation to highly knowledgeable clients, professionals and business groups within the community.

  • Developed knowledge of insurance and investment solutions.

  • Minimum two to five years of experience in sales with a proven track record.

  • State Variable Life & Health License and FINRA licensing including Series 6 or Series 7, Series 63.

PandoLogic. Category: , Keywords: Insurance Consultant


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Job Description


WHY AXA ADVISORS?
AXA Advisors LLC, a provider of investment and insurance strategies, can help people define and pursue their life, retirement and estate planning strategy goals. Our vision, resources, fundamental belief in training, and the importance of trusted financial professional relationships help our clients understand that we strive to be the leading choice for people who seek an experienced financial professional. This remains true for our financial professionals, who can be rewarded personally, professionally and monetarily.

OUR VISION
Our strategy begins and ends with our customers’ needs, goals and aspirations. We are long-term strategists who emphasize guidance, technology and performance to deliver customized strategies to consumers. Our thinking is global, yet our customer-centric focus demands that we seek to meet individual needs on a one-on-one basis. We stress teamwork and have a passion for winning.

OUR RESOURCES
AXA Advisors, LLC is a subsidiary of AXA Financial, Inc. whose other subsidiaries include such recognized brands as AXA Equitable Life Insurance Company, AXA Distributors, LLC and AllianceBernstein, L.P. We are a part of the global AXA Group*, which has 100.0 billion Euros in revenues as of December 31, 20161. The success of the AXA family of brands gives us capabilities and an “opportunistic synergism” which help our clients pursue long-term financial success.

OUR PEOPLE
The people who join us come from a wide variety of backgrounds, yet they share several important traits. They’re goal oriented, results-driven professionals who possess an entrepreneurial spirit and a passion for winning. They have demonstrated patterns of success and desire an opportunity for high income potential. Many of our candidates are well known in their communities - in financial, civic and educational circles or through professional and social organizations. Although not a necessity, many possess a “natural market” of friends, family members and professional contacts who may very well be in need of professional financial guidance. A significant number of our financial professionals have attained one or more coveted professional designations, such as CERTIFIED FINANCIAL PLANNER™ professional or Chartered Financial Consultant. Some even have a background or training in the fields of law or accounting. Join AXA Advisors and you could be working side by side with some of the leading minds in the business.


OUR TRAINING PROGRAM
At AXA Advisors we consider extensive, lifelong training to be one of our key competitive advantages. We’re committed to acquiring and leveraging every bit of intelligence available to grow the company. New Financial Professionals focus on the core competencies needed to learn the various aspects of the profession, while more experienced professionals enhance their knowledge and skills and pursue professional designations including CERTIFIED FINANCIAL PLANNER™ professional(CFP®) and Chartered Financial Consultant (ChFC).



Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

OUR COMPENSATION PROGRAM
Let’s face it. You can’t attract quality people with a second-best compensation package. As an AXA Advisors Financial Professional, you’ll have operational flexibility while being backed by the vast resources and marketing experience of one of the world’s premier financial service organizations. If selected, you’ll enjoy competitive income potential and a generous compensation package that consists of a base pay or full commission model, financial planning fees (upon meeting proper registration/credentialing requirements) and a potential bonus for eligible individuals. You will also benefit from an excellent benefits package for eligible individuals (certain age and service requirements may apply): health and dental coverage options, vision care coverage, stock purchase program, pension and 401(k) (including company-paid profit sharing feature) plan, short-term and, later, long-term disability income insurance coverage options, group term life and optional group universal life insurance coverage.


OUR REQUIREMENTS
To qualify, you should have a strong business background and a personal history of success. You should be a self-starter, possess unequivocal honesty and integrity and be highly motivated in helping others achieve financial independence. Strong interpersonal and communication skills and FINRA Series 7 and 63 registrations are preferred. A background in law, accounting, banking, brokerage or executive management will be particularly useful. An advanced degree or designation (MBA, JD, CFP®, CPA, ChFC) is a plus.

Come join the ranks of approximately 5,000 Financial Professionals nationwide who are helping people meet their needs and build a better future through a consultative approach to financial services. Apply now for immediate consideration.

Seek a greater challenge and be life confident.

AXA Advisors, LLC, member SIPC and FINRA, is an Equal Opportunity Employer M/F/D/V.


*“AXA Group” refers to AXA, a French holding company for an international group of insurance and financial services companies, together with its direct and indirect consolidated subsidiaries.


1 12/31/16. AXA is based in France where the official currency is the Euro.


GE 126077 (6/17)(Exp 6/19)



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We're More Than Insurance

At Mutual of Omaha, we're not afraid to step outside the box and release the potential for ultimate success. We are a Fortune 500 company that allows you to carve your own professional path in many areas.

 

In the field, our Advisors provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer’s unique financial situation. While in our corporate office each associate provides value to the customer through their unique strengths. This collaboration creates a level of synergy not found anywhere else.

 

What you’re good at…



  • Being a leader. You are driven to be the best and foster the same motivation in your teammates.


  • Networking. You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business.


  • Entrepreneurial skills. You possess business savvy and have the solid determination to run your own business.


  • Being a self-starter. Your tenacity and determined mindset along with thick skin help you keep your eye on the prize.


  • Advocating for clients. To you, your clients are everything. You are passionate about serving them as a dedicated relationship manager.     

 

What you can expect from us…



  • Consistent support. Whether it’s through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Mutual of Omaha is committed to your success.


  • A complete line of insurance and financial services products. These include Life, Disability Income, Long-Term Care insurance and annuities. Financial advisors appointed with our broker dealer offer 401(k), mutual funds, retirement plans and other variable products, Securities and Advisory services offered through Mutual of Omaha Investor Services Inc. Member FINRA/SIPC.


  • Strong company ratings. Insurance-rating and information agencies A.M. Best, Standard & Poor’s and Moody’s all agree we are one of the best.


  • Solid consumer brand awareness. Mutual of Omaha's Wild Kingdom, key national sponsorships like PGA, LPGA and Nationwide tours help our company stay a household name.


  • A group of driven, hardworking individuals. Mutual of Omaha’s commitment to workplace diversity and inclusion has created an organization of professionals dedicated to their clients and their communities. Last year, 537 employees contributed more than 2,200 volunteer hours to 18 organizations. Needless to say, we’re proud.

 

Being a part of our Mutual of Omaha Advisors team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So if you’re a go-getter with an entrepreneurial mindset and have a passion for helping others, we’d love to get to know you.

 

Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.


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Job Description


Location: San Mateo, CA


Duration: Direct Hire


 


Required:



  • 4yr degree or higher

  • Knowledge of Capital Markets

  • 1-4yrs of related experience required

  • Investor/Investment relations experience


 


Description:



  • Prestigious Financial Advisory firm seeking Junior Financial Advisors/Consultants with 1-4 years experience in same or similar roles.

  • High net worth clients provided by the company + excellent benefits & training.


 


Company Description

HirePower Personnel, Inc. (HPP) is a woman-owned and operated Staffing and IT Professional Services business incorporated in 2002. HPP continually assesses the business climate and develops staffing applications to meet our client’s needs. Exceptional customer service and a results-oriented approach to employment enable us to create the right fit for both the client and employee. HPP holds Historically Underutilized Business (HUB) and Women’s Business Enterprise (WBE) Certifications.

We have provided support to clients in the following segments: Information Technology, Refining & Marketing, Exploration & Production, Healthcare, Manufacturing Retail Distribution, Logistics, Payroll & Resource Planning Optimization, Geology & Geophysical, Finance, Administration, Customer Service, and Automotive.

HPP has a proven track record of successfully managing multiple projects and revenue streams over $4M annually per project. Our thorough vetting system includes extensive background checks, drug screening, a proprietary resume database of qualified personnel and account-specific recruiters to ensure comprehensive service and true partnership. We also have a Global Resourcing Center based in Romania that allows us to work around the clock sourcing candidates to fulfill your staffing needs.


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We're More Than Insurance

At Mutual of Omaha, we're not afraid to step outside the box and release the potential for ultimate success. We are a Fortune 500 company that allows you to carve your own professional path in many areas.

 

In the field, our Advisors provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer’s unique financial situation. While in our corporate office each associate provides value to the customer through their unique strengths. This collaboration creates a level of synergy not found anywhere else.

 

What you’re good at…



  • Being a leader. You are driven to be the best and foster the same motivation in your teammates.


  • Networking. You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business.


  • Entrepreneurial skills. You possess business savvy and have the solid determination to run your own business.


  • Being a self-starter. Your tenacity and determined mindset along with thick skin help you keep your eye on the prize.


  • Advocating for clients. To you, your clients are everything. You are passionate about serving them as a dedicated relationship manager.     

 

What you can expect from us…



  • Consistent support. Whether it’s through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Mutual of Omaha is committed to your success.


  • A complete line of insurance and financial services products. These include Life, Disability Income, Long-Term Care insurance and annuities. Financial advisors appointed with our broker dealer offer 401(k), mutual funds, retirement plans and other variable products, Securities and Advisory services offered through Mutual of Omaha Investor Services Inc. Member FINRA/SIPC.


  • Strong company ratings. Insurance-rating and information agencies A.M. Best, Standard & Poor’s and Moody’s all agree we are one of the best.


  • Solid consumer brand awareness. Mutual of Omaha's Wild Kingdom, key national sponsorships like PGA, LPGA and Nationwide tours help our company stay a household name.


  • A group of driven, hardworking individuals. Mutual of Omaha’s commitment to workplace diversity and inclusion has created an organization of professionals dedicated to their clients and their communities. Last year, 537 employees contributed more than 2,200 volunteer hours to 18 organizations. Needless to say, we’re proud.

 

Being a part of our Mutual of Omaha Advisors team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So if you’re a go-getter with an entrepreneurial mindset and have a passion for helping others, we’d love to get to know you.

 

Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.


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Job Description


JOIN US


If you're looking for a career where you can grow your own business and make a difference in your community, then let's talk. We're looking for motivated-self starters who would like to:



  • Manage their own work schedule and establish an attractive work/life balance.

  • Engage in comprehensive and ongoing professional training and development.

  • Utilize state-of-the-art marketing and sales solutions.

  • Build their career with significant income potential.

  • Grow their business supported by the financial strength and integrity of New York Life.

  • Make a difference in their community by helping others achieve peace of mind.

  • Customize their career path to match their personal goals.

  • Experience a lifetime of learning and professional development.

  • Enjoy recognition and rewards for their achievements.

  • Explore a defined career path including opportunities in Management for qualified individuals.


Qualifications:



  • Must be highly motivated and self-disciplined.

  • Possess self-management skills.

  • Ability to work in a team-based environment.

  • Strong leadership and communication skills.

  • Integrity and strong moral character.

  • Bilingual is a plus. (Spanish, Mandarin, Cantonese Tagalog)


Here's what you'll do:



  • Develop your professional sales skills and knowledge.

  • Develop and implement business and sales and marketing plans.

  • Prospect for potential clients and business relationships.

  • Discuss financial concerns and needs of individuals and business owners.

  • Solution Design: Present potential solutions using our suite of products and services.

  • Develop your professional skills and knowledge.

  • Provide ongoing customer service and support to existing clients.


Training: NYLIC University-One of the most comprehensive and well-respected training programs in the financial services industry.


Benefits- Comprehensive benefits, including a Defined Benefit Pension plan, 401(k) plan, Roth 401(k), Health/Dental/Life/Disability Insurance. Tuition reimbursement for courses taken for professional industry designations.


Tony G. Garibaldi, CFP® LUTCF


Partner


Greater San Francisco Office


New York Life Insurance Company


Eagle Strategies LLC


NYLIFE Securities LLC


CA Ins. Lic. # 0G86754


Greater San Francisco General Office


425 Market Street, Suite 1600


San Francisco, CA 94105


Bus. 415 393 6009


Cell. 650 455 2085


Fax. 415 393 6124


Company Description

Since 1845, New York Life's mission has been to provide financial security and peace of mind through our products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we help to protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That is why we call ourselves The Company You Keep.

We are a Fortune 100 company, the largest mutual life insurance company in the United States, and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A + +), Fitch (AAA), Moody's Investors Service (Aaa), Standard & Poor's (AA+).


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Chase Wealth Management Financial Advisor Development Program - Berkeley, CA (Solano)
Req #: 200019832

Location: Berkeley , CA, US

Job Category: Wealth Management

Job Description:

The Chase Wealth Management Advisor Development Program's mission is to develop and advance a diverse, inclusive community of Financial Advisors dedicated to the highest standards of excellence.

As a Chase Financial Advisor, you will understand your client's financial goals and develop a personalized investment strategy to meet those goals. You will provide ongoing advice to your clients, building deep relationship with your clients, your community and your branch team. Your clients will fulfill their personal and financial dreams and goals because you helped put them on the path to achieving them. You will be a leader in the branch by championing, supporting and coaching your teammates to a great customer and employee experience.

Are you a good listener? Are you the person everyone comes to for advice? Do you have a great work ethic with a drive to work hard and improve yourself and others? Do you work well with a team?

The Financial Advisor Development Program

If you are passionate about helping customers, building long lasting relationships and have a strong interest in pursuing a career in the financial industry, this could be the program for you!

  • The program is a 24-36 month rotational program that equips participants with foundational knowledge and skills as they experience multiple roles within our Chase branch organization.
  • You begin by studying and obtaining all the required licenses needed to be a Financial Advisor. Complete the Securities Industry Essential (SIE) exam, attain the Series 7, and 66 licenses, and the appropriate state Insurance Licenses.
  • You become a Relationship Banker in the second phase, then advance to Private Client Banker in the third phase and ultimately graduate the program and fulfill your goal of becoming a Financial Advisor with a Certified Financial Planning (CFP) designation.
  • The rotations through our bank enable you to develop a solid understanding of both Chase Wealth Management and Chase Consumer banking, allowing you an accelerated launch into your career as a Financial Advisor.

We'll help you!
  • Build a successful career at JPMorgan Chase through the Advisor Development and training program, which includes one-on-one mentorship and coaching, ongoing investment and banking training to enhance your knowledge, and leaders committed to your success.
  • Study for your exams via our training materials, specialized coaching, regular office hours with a trainer who can answer your questions, practice tests, and more.
  • Learn the foundational skillset and product suite knowledge needed to be a successful Banker within our Chase branch network while collaborating with bank and investment partners daily to connect clients to the solutions available to them.
  • Seamlessly transition into a Financial Advisor with a deep understanding of our products and services along with a perfected client approach to help customers make the most of their money and build relationships that last a lifetime.

Qualifications:
  • Bachelor's degree required at time of application
  • At least 3+ years of experience delivering exceptional customer service. Financial industry experience not required.

Please Note:

At this time the Advisor Development Program will not be considering candidates with current FINRA Series 6, 7, 63, 65 and 66 licenses. We will accept applicants with SIE, CFP, CFA and L&H/Group I.

What you will receive:
  • Compensation that includes a base salary and guaranteed monthly incentive
  • A variety of programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx


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Job Description


JOIN US


If you're looking for a career where you can grow your own business and make a difference in your community, then let's talk. We're looking for motivated-self starters who would like to:



  • Manage their own work schedule and establish an attractive work/life balance.

  • Engage in comprehensive and ongoing professional training and development.

  • Utilize state-of-the-art marketing and sales solutions.

  • Build their career with significant income potential.

  • Grow their business supported by the financial strength and integrity of New York Life.

  • Make a difference in their community by helping others achieve peace of mind.

  • Customize their career path to match their personal goals.

  • Experience a lifetime of learning and professional development.

  • Enjoy recognition and rewards for their achievements.

  • Explore a defined career path including opportunities in Management for qualified individuals.


Qualifications:



  • Must be highly motivated and self-disciplined.

  • Possess self-management skills.

  • Ability to work in a team-based environment.

  • Strong leadership and communication skills.

  • Integrity and strong moral character.

  • Bilingual is a plus. (Spanish, Mandarin, Cantonese Tagalog)


Here's what you'll do:



  • Develop your professional sales skills and knowledge.

  • Develop and implement business and sales and marketing plans.

  • Prospect for potential clients and business relationships.

  • Discuss financial concerns and needs of individuals and business owners.

  • Solution Design: Present potential solutions using our suite of products and services.

  • Develop your professional skills and knowledge.

  • Provide ongoing customer service and support to existing clients.


Training: NYLIC University-One of the most comprehensive and well-respected training programs in the financial services industry.


Benefits- Comprehensive benefits, including a Defined Benefit Pension plan, 401(k) plan, Roth 401(k), Health/Dental/Life/Disability Insurance. Tuition reimbursement for courses taken for professional industry designations.


Company Description

Since 1845, New York Life's mission has been to provide financial security and peace of mind through our products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we help to protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That is why we call ourselves The Company You Keep.

We are a Fortune 100 company, the largest mutual life insurance company in the United States, and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A + +), Fitch (AAA), Moody's Investors Service (Aaa), Standard & Poor's (AA+).


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Job Description


 


We’re looking for experienced financial professionals to join our team dependable team.


Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help.


We are dedicated to prudent financial management and impeccable service.


New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, annuities, and mutual funds. When you join our team, we help you build your practice and assist those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:


Highly self-motivated and self-disciplined with the ability to work effectively and independently.


Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others.


Fearless, positive attitude and willingness to be accountable for results.


Organized, detail-oriented, and excellent time-management skills.


Desire for continuous learning.


Good communicator—you have excellent listening skills and the ability to explain complex information in a simple and concise manner.


Why New York Life?


From quality training programs to a competitive compensation package, we offer tremendous support to our financial professionals. Our dedicated teams at the General Office and the Corporate Office help our agents make a real impact for their customers and communities.


Our extensive, agent-focused resources include:


Our NYLIC University training program, designed to provide career-long support and growth for those interested in the management career path.


The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales.


Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents, are three highly-skilled teams providing advanced markets support.


Dedicated underwriters who work diligently on cases.


Committed managers who are dedicated to helping you succeed.


A team of highly-trained and experienced product consultants to support your client acquisition needs.


Significant income potential.


Competitive benefits.


We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list.


We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For 65 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.


 


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


SMRU 1827569 (Exp. 7/1/20)



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Job Description

We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.

Job description
New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds

As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures.

We’re looking for people who possess the following characteristics:
• Highly self-motivated and self-disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
• Fearless, positive attitude and willingness to be accountable for results
• Organized, detail-oriented and excellent time-management skills
• Desire for continuous learning
• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

Why New York Life?
From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.

Our extensive, agent-focused resources include:
• Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path
• The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales
• Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support
• Dedicated underwriters who work diligently on cases
• Committed managers who don’t sell; instead they’re dedicated to helping you succeed
• A team of highly-trained, experienced product consultants to support your client acquisition needs
• Significant income potential
• Substantial benefits, including a defined benefit pension plan and 401k*


See full job description

Job Description


Summary of the key responsibilities of the position:



  • Proactively deliver and manage client service experience with YBR Financial Advisors

  • Manage client queries regarding all matters of financial life administration (e.g., address change, cashiering etc.)

  • Maintain client portal to both ‘personal vault’ at ybrfinancialadvisors.com and proprietary YBR Financial Advisors CRM.

  • Prepare client letters, memoranda, etc., including appointment confirmation, ‘discovery interview’ introduction, and specific communiqués about client services (e.g., Tax Act).

  • Coordinate calendars of Principal CFO, Personal CFO and Personal CFO Associate.

  • Schedule existing and prospective client and advisory team meetings in accordance with established Scheduling includes client and internal data gathering meetings, discovery interviews, financial reviews, financial plan presentations, portfolio management reviews, and strategic business partner meetings.

  • Collaborate with Personal CFO and Personal CFO Associate to maintain for each client relationship all ‘Profiles’ (e.g., Personal, Professional, Financial Position, Protection, Investment, Retirement, Tax, Estate etc.) within YBR Financial Advisors CRM.

  • Manage client administrative responsibilities utilizing CRM ‘Open Activities’ and ‘Activities History.’ Proactively collaborate with Personal CFO and Personal CFO Associate on ‘past due’ or priority conflicts identified in ‘Open Activities’.

  • Construct and maintain all administrative work flow processes in YBR Financial Advisors CRM.

  • Establish and maintain a compliant client financial documentation storage solution.

  • Deepen client relationships through participation in client financial reviews et al. as determined by Principal CFO and Personal CFO

  • Prepare applications, forms et al. to implement action items determined during the presentation of 1) a comprehensive personal financial plan, 2) a personal financial review, and/or 3) resulting from a client query as part of ongoing financial advisory relationship.

  • Develop and implement system solutions to create more efficient processes that are specific to client financial life administration. Collaborate with General Manager to assure appropriate implementation.


Qualifications:



  • College Undergraduate Degree

  • Understanding of personal financial planning process

  • Knowledge of software applications specific to personal financial planning

  • Understanding of FINRA, NASD, and SEC rules and regulations

  • Outstanding communication and interpersonal skills

  • Command of computer and general technology

  • Extensive customer service experience

  • Financial services industry experience


Working as a key member of our team, you will enjoy company benefits that include paid vacation, health care, disability insurance, retirement plan, paid professional dues and the opportunity for performance-based incentive compensation.


Company Description

We are a boutique financial advisory firm in Corte Madera. When you join our team, you will be an integral member of a highly respected advisory firm that has been serving clients across the U.S. for over 30 years. We are deeply committed to partnering with our clients on their journey to financial independence, and our entire team derives enormous satisfaction from the ways in which our work enriches our clients' lives. At the same time, we are equally committed to nurturing and developing our employees, and we foster a collegial atmosphere where smart people work really hard, but also enjoy warm and caring relationships.


See full job description

We're More Than Insurance

At Mutual of Omaha, we're not afraid to step outside the box and release the potential for ultimate success. We are a Fortune 500 company that allows you to carve your own professional path in many areas.

 

In the field, our Advisors provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer’s unique financial situation. While in our corporate office each associate provides value to the customer through their unique strengths. This collaboration creates a level of synergy not found anywhere else.

 

What you’re good at…



  • Being a leader. You are driven to be the best and foster the same motivation in your teammates.


  • Networking. You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business.


  • Entrepreneurial skills. You possess business savvy and have the solid determination to run your own business.


  • Being a self-starter. Your tenacity and determined mindset along with thick skin help you keep your eye on the prize.


  • Advocating for clients. To you, your clients are everything. You are passionate about serving them as a dedicated relationship manager.     

 

What you can expect from us…



  • Consistent support. Whether it’s through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Mutual of Omaha is committed to your success.


  • A complete line of insurance and financial services products. These include Life, Disability Income, Long-Term Care insurance and annuities. Financial advisors appointed with our broker dealer offer 401(k), mutual funds, retirement plans and other variable products, Securities and Advisory services offered through Mutual of Omaha Investor Services Inc. Member FINRA/SIPC.


  • Strong company ratings. Insurance-rating and information agencies A.M. Best, Standard & Poor’s and Moody’s all agree we are one of the best.


  • Solid consumer brand awareness. Mutual of Omaha's Wild Kingdom, key national sponsorships like PGA, LPGA and Nationwide tours help our company stay a household name.


  • A group of driven, hardworking individuals. Mutual of Omaha’s commitment to workplace diversity and inclusion has created an organization of professionals dedicated to their clients and their communities. Last year, 537 employees contributed more than 2,200 volunteer hours to 18 organizations. Needless to say, we’re proud.

 

Being a part of our Mutual of Omaha Advisors team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So if you’re a go-getter with an entrepreneurial mindset and have a passion for helping others, we’d love to get to know you.

 

Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.


See full job description

We're More Than Insurance

At Mutual of Omaha, we're not afraid to step outside the box and release the potential for ultimate success. We are a Fortune 500 company that allows you to carve your own professional path in many areas.

 

In the field, our Advisors provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer’s unique financial situation. While in our corporate office each associate provides value to the customer through their unique strengths. This collaboration creates a level of synergy not found anywhere else.

 

What you’re good at…



  • Being a leader. You are driven to be the best and foster the same motivation in your teammates.


  • Networking. You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business.


  • Entrepreneurial skills. You possess business savvy and have the solid determination to run your own business.


  • Being a self-starter. Your tenacity and determined mindset along with thick skin help you keep your eye on the prize.


  • Advocating for clients. To you, your clients are everything. You are passionate about serving them as a dedicated relationship manager.     

 

What you can expect from us…



  • Consistent support. Whether it’s through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Mutual of Omaha is committed to your success.


  • A complete line of insurance and financial services products. These include Life, Disability Income, Long-Term Care insurance and annuities. Financial advisors appointed with our broker dealer offer 401(k), mutual funds, retirement plans and other variable products, Securities and Advisory services offered through Mutual of Omaha Investor Services Inc. Member FINRA/SIPC.


  • Strong company ratings. Insurance-rating and information agencies A.M. Best, Standard & Poor’s and Moody’s all agree we are one of the best.


  • Solid consumer brand awareness. Mutual of Omaha's Wild Kingdom, key national sponsorships like PGA, LPGA and Nationwide tours help our company stay a household name.


  • A group of driven, hardworking individuals. Mutual of Omaha’s commitment to workplace diversity and inclusion has created an organization of professionals dedicated to their clients and their communities. Last year, 537 employees contributed more than 2,200 volunteer hours to 18 organizations. Needless to say, we’re proud.

 

Being a part of our Mutual of Omaha Advisors team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So if you’re a go-getter with an entrepreneurial mindset and have a passion for helping others, we’d love to get to know you.

 

Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.


See full job description

Job Description


 


We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.


Job description


New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds


As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:


· Highly self-motivated and self-disciplined with the ability to work effectively and independently


· Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others


· Fearless, positive attitude and willingness to be accountable for results


· Organized, detail-oriented and excellent time-management skills


· Desire for continuous learning


· Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner


 


Why New York Life?


From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.


Our extensive, agent-focused resources include:


· Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path


· The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales


· Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support


· Dedicated underwriters who work diligently on cases


· Committed managers who don’t sell; instead they’re dedicated to helping you succeed


· A team of highly-trained, experienced product consultants to support your client acquisition needs


· Significant income potential


· Substantial benefits, including a defined benefit pension plan and 401k1


About New York Life


We are among the strongest and most respected financial companies in America today, ranking #65 on the 2017 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.


 


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


EOE M/F/D/V/SO


SMRU 1708927 (Exp.07.01.2019)


1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.



See full job description

Job Description

We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.

Job description
New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds

As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures.

We’re looking for people who possess the following characteristics:
• Highly self-motivated and self-disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
• Fearless, positive attitude and willingness to be accountable for results
• Organized, detail-oriented and excellent time-management skills
• Desire for continuous learning
• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

Why New York Life?
From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.

Our extensive, agent-focused resources include:
• Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path
• The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales
• Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support
• Dedicated underwriters who work diligently on cases
• Committed managers who don’t sell; instead they’re dedicated to helping you succeed
• A team of highly-trained, experienced product consultants to support your client acquisition needs
• Significant income potential
• Substantial benefits, including a defined benefit pension plan and 401k*


See full job description

Job Description


We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.


Job description


New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds


As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:


· Highly self-motivated and self-disciplined with the ability to work effectively and independently


· Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others


· Fearless, positive attitude and willingness to be accountable for results


· Organized, detail-oriented and excellent time-management skills


· Desire for continuous learning


· Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner


 


Why New York Life?


From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.


Our extensive, agent-focused resources include:


· Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path


· The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales


· Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support


· Dedicated underwriters who work diligently on cases


· Committed managers who don’t sell; instead they’re dedicated to helping you succeed


· A team of highly-trained, experienced product consultants to support your client acquisition needs


· Significant income potential


· Substantial benefits, including a defined benefit pension plan and 401k1


About New York Life


We are among the strongest and most respected financial companies in America today, ranking #65 on the 2017 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.


 


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


EOE M/F/D/V/SO


SMRU 1708927 (Exp.07.01.2019)


1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.



See full job description

We're More Than Insurance

At Mutual of Omaha, we're not afraid to step outside the box and release the potential for ultimate success. We are a Fortune 500 company that allows you to carve your own professional path in many areas.

 

In the field, our Advisors provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer’s unique financial situation. While in our corporate office each associate provides value to the customer through their unique strengths. This collaboration creates a level of synergy not found anywhere else.

 

What you’re good at…



  • Being a leader. You are driven to be the best and foster the same motivation in your teammates.


  • Networking. You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business.


  • Entrepreneurial skills. You possess business savvy and have the solid determination to run your own business.


  • Being a self-starter. Your tenacity and determined mindset along with thick skin help you keep your eye on the prize.


  • Advocating for clients. To you, your clients are everything. You are passionate about serving them as a dedicated relationship manager.     

 

What you can expect from us…



  • Consistent support. Whether it’s through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Mutual of Omaha is committed to your success.


  • A complete line of insurance and financial services products. These include Life, Disability Income, Long-Term Care insurance and annuities. Financial advisors appointed with our broker dealer offer 401(k), mutual funds, retirement plans and other variable products, Securities and Advisory services offered through Mutual of Omaha Investor Services Inc. Member FINRA/SIPC.


  • Strong company ratings. Insurance-rating and information agencies A.M. Best, Standard & Poor’s and Moody’s all agree we are one of the best.


  • Solid consumer brand awareness. Mutual of Omaha's Wild Kingdom, key national sponsorships like PGA, LPGA and Nationwide tours help our company stay a household name.


  • A group of driven, hardworking individuals. Mutual of Omaha’s commitment to workplace diversity and inclusion has created an organization of professionals dedicated to their clients and their communities. Last year, 537 employees contributed more than 2,200 volunteer hours to 18 organizations. Needless to say, we’re proud.

 

Being a part of our Mutual of Omaha Advisors team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So if you’re a go-getter with an entrepreneurial mindset and have a passion for helping others, we’d love to get to know you.

 

Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.


See full job description

We're More Than Insurance

At Mutual of Omaha, we're not afraid to step outside the box and release the potential for ultimate success. We are a Fortune 500 company that allows you to carve your own professional path in many areas.

 

In the field, our Advisors provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer’s unique financial situation. While in our corporate office each associate provides value to the customer through their unique strengths. This collaboration creates a level of synergy not found anywhere else.

 

What you’re good at…



  • Being a leader. You are driven to be the best and foster the same motivation in your teammates.


  • Networking. You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business.


  • Entrepreneurial skills. You possess business savvy and have the solid determination to run your own business.


  • Being a self-starter. Your tenacity and determined mindset along with thick skin help you keep your eye on the prize.


  • Advocating for clients. To you, your clients are everything. You are passionate about serving them as a dedicated relationship manager.     

 

What you can expect from us…



  • Consistent support. Whether it’s through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Mutual of Omaha is committed to your success.


  • A complete line of insurance and financial services products. These include Life, Disability Income, Long-Term Care insurance and annuities. Financial advisors appointed with our broker dealer offer 401(k), mutual funds, retirement plans and other variable products, Securities and Advisory services offered through Mutual of Omaha Investor Services Inc. Member FINRA/SIPC.


  • Strong company ratings. Insurance-rating and information agencies A.M. Best, Standard & Poor’s and Moody’s all agree we are one of the best.


  • Solid consumer brand awareness. Mutual of Omaha's Wild Kingdom, key national sponsorships like PGA, LPGA and Nationwide tours help our company stay a household name.


  • A group of driven, hardworking individuals. Mutual of Omaha’s commitment to workplace diversity and inclusion has created an organization of professionals dedicated to their clients and their communities. Last year, 537 employees contributed more than 2,200 volunteer hours to 18 organizations. Needless to say, we’re proud.

 

Being a part of our Mutual of Omaha Advisors team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So if you’re a go-getter with an entrepreneurial mindset and have a passion for helping others, we’d love to get to know you.

 

Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.


See full job description
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