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21 Financial Services Professional Jobs in Pittsburgh, PA

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Equitable Advisors
Pittsburgh, PA | Full Time
$129k-150k (estimate)
4 Days Ago
Bankers Life
Pittsburgh, PA | Full Time
$63k-79k (estimate)
2 Days Ago
Bankers Life
Pittsburgh, PA | Full Time
$68k-88k (estimate)
4 Days Ago
New York Life
Pittsburgh, PA | Full Time
$69k-85k (estimate)
3 Months Ago
New York Life - Greater Pittsburgh
Pittsburgh, PA | Full Time
$84k-109k (estimate)
11 Months Ago
New York Life and NYLIFE Securities
Pittsburgh, PA | Full Time | Contractor
$94k-126k (estimate)
3 Weeks Ago
3080 Kyndryl Danmark Aps
Pittsburgh, PA | Full Time
$78k-103k (estimate)
1 Month Ago
FORVIS
Pittsburgh, PA | Full Time
$119k-146k (estimate)
3 Months Ago
PERFICIENT INC
PITTSBURGH, PA | Full Time
$105k-138k (estimate)
2 Weeks Ago
PNC
Pittsburgh, PA | Full Time
$66k-82k (estimate)
2 Weeks Ago
Flamingo
Pittsburgh, PA | Full Time
$39k-50k (estimate)
11 Months Ago
TruSummit Solutions
Pittsburgh, PA | Full Time
$123k-151k (estimate)
2 Months Ago
Financial Services Professional
Bankers Life Pittsburgh, PA
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$68k-88k (estimate)
Full Time 4 Days Ago
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Bankers Life is Hiring a Financial Services Professional Near Pittsburgh, PA

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.

Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:

Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions

As a Bankers Life Financial Services Professional Expect To:

  1. Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
  2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.
  3. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
  4. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives.

How Bankers Life will provide support:

  1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.
  2. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
  3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
  4. Advancement Opportunities - Benefit-eligible management positions within local branch structure.

What makes a great Financial Services Professional?

  1. Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.
  2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
  3. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues.
  4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others.

The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!!

About us:

With a rich history dating back to 1879, Bankers Life has grown from our founder’s simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.

Compensation & Benefits:

  • Commission structure designed to grow with you
  • Renewable income and Bonus programs
  • Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more
  • Retirement Savings Program

Note: Applicants must reside in the state of position to be considered.

Job Summary

JOB TYPE

Full Time

SALARY

$68k-88k (estimate)

POST DATE

04/25/2024

EXPIRATION DATE

05/12/2024

WEBSITE

seniorplanning-bankers.bigstep.com

HEADQUARTERS

Tulsa, OK

SIZE

<25

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The following is the career advancement route for Financial Services Professional positions, which can be used as a reference in future career path planning. As a Financial Services Professional, it can be promoted into senior positions as a Financial Associate (Public) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Professional. You can explore the career advancement for a Financial Services Professional below and select your interested title to get hiring information.

New York Life - Greater Pittsburgh
Full Time
$84k-109k (estimate)
11 Months Ago
New York Life and NYLIFE Securities
Full Time | Contractor
$94k-126k (estimate)
3 Weeks Ago

If you are interested in becoming a Financial Services Professional, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Professional for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Services Professional job description and responsibilities

Finance professional help their clients experience their greatest aspirations and meet essential needs.

04/11/2022: Stockton, CA

They performs and coordinates administrative, technical, and professional work related to financial and accounting activities of the court, including ensuring compliance with appropriate guidelines, policies, and internal controls.

01/24/2022: Casper, WY

They also prepares, updates and processes variety of accounting records, financial statements, and reviews, develops recommendations regarding procedures for improvements, and assists with policy development regarding financial matters.

04/15/2022: Durham, NC

Finance professional help with tax and financial planning, financial consulting, assurance services and accounting services.

04/10/2022: Salem, OR

They also help clients work out how they can achieve their short-term and long-term financial goals.

03/11/2022: Ann Arbor, MI

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Services Professional jobs

Finance professional requires education, experience, ethics, and comprehensive examination.

01/31/2022: Battle Creek, MI

The ability to build successful relationships with customers is critical if you want to excel.

02/04/2022: Kansas City, MO

Most companies are looking to hire employees who can implement lateral thinking, the ability to analyze scenarios, and draw suitable conclusions.

02/26/2022: Indianapolis, IN

It’s important for financial professionals to understand the relationship between a company’s fiscal behavior and marketplace demands

04/10/2022: Wichita Falls, TX

For finance professionals seeking to advance their career, the value of business skills can’t be overstated.

03/11/2022: Shreveport, LA

Step 3: View the best colleges and universities for Financial Services Professional.

Florida Southern College
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