Larson Financial Group Llc Jobs in Usa
16,220 positions found
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Financial Controller
Salary not disclosed
Job Description
Job Description
RELOCATE TO BEAUTIFUL KLAMATH FALLS, OREGON
Find meaningful work, inspiring colleagues, career growth, great compensation, and excellent benefits as a Financial Controller for Stewart Restaurant Group, LLC. The Financial Controller will be supporting the CFO by planning and directing accounting operational functions, handling the accumulation and consolidation of financial data for internal and external financial statements, and evaluating accounting and internal control systems. Previous management and accounting experience is required. This is a full time except position than cannot be performed remotely.
Job Duties:
* Preparation of financial reports and analysis
* Cash flow management
* Account reconciliations
* Ensuring compliance with statutory law and financial regulations
* Ensure that all financial transactions are properly recorded, filed and reported
* Maintenance of financial reporting systems
* Manage the work and development of employees
Job Requirements:
* 5+ years of progressive accounting experience
* BA/BS in Accounting or Finance
* Self-driven motivator who takes initiative on projects with a strong ability to understand and solve creative challenges
* Experience with hiring, developing and training employees in the accounting department
* Research, plan and implement Accounting Department initiatives including software and system implementation
* Deep understanding of Accounting Principles, GAAP
* Work closely with senior management as well as managers on accounting related items
* Ability to meet deadlines
* Strong organizational skills with efficient time management
* Outstanding written and verbal communication skills
* Attention to detail
Stewart Restaurant Group celebrates diversity and is committed to creating inclusive and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status. or any other basis covered by appropriate law. Our employment decisions are based on qualifications, merit, and Company need. Company Description
Stewart Restaurant Group, LLC is a privately owned and operated Company located in Klamath Falls, OR. We continue to experience steady and stable growth operating approximately a 150 restaurants in states from the Pacific Northwest, Southwest and up through the Midwest. The Company has been successful because of our employees and that success is shared. We offer a competitive salary and benefit package.
Company Description
Stewart Restaurant Group, LLC is a privately owned and operated Company located in Klamath Falls, OR. We continue to experience steady and stable growth operating approximately a 150 restaurants in states from the Pacific Northwest, Southwest and up through the Midwest. The Company has been successful because of our employees and that success is shared. We offer a competitive salary and benefit package.
Job Description
RELOCATE TO BEAUTIFUL KLAMATH FALLS, OREGON
Find meaningful work, inspiring colleagues, career growth, great compensation, and excellent benefits as a Financial Controller for Stewart Restaurant Group, LLC. The Financial Controller will be supporting the CFO by planning and directing accounting operational functions, handling the accumulation and consolidation of financial data for internal and external financial statements, and evaluating accounting and internal control systems. Previous management and accounting experience is required. This is a full time except position than cannot be performed remotely.
Job Duties:
* Preparation of financial reports and analysis
* Cash flow management
* Account reconciliations
* Ensuring compliance with statutory law and financial regulations
* Ensure that all financial transactions are properly recorded, filed and reported
* Maintenance of financial reporting systems
* Manage the work and development of employees
Job Requirements:
* 5+ years of progressive accounting experience
* BA/BS in Accounting or Finance
* Self-driven motivator who takes initiative on projects with a strong ability to understand and solve creative challenges
* Experience with hiring, developing and training employees in the accounting department
* Research, plan and implement Accounting Department initiatives including software and system implementation
* Deep understanding of Accounting Principles, GAAP
* Work closely with senior management as well as managers on accounting related items
* Ability to meet deadlines
* Strong organizational skills with efficient time management
* Outstanding written and verbal communication skills
* Attention to detail
Stewart Restaurant Group celebrates diversity and is committed to creating inclusive and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status. or any other basis covered by appropriate law. Our employment decisions are based on qualifications, merit, and Company need. Company Description
Stewart Restaurant Group, LLC is a privately owned and operated Company located in Klamath Falls, OR. We continue to experience steady and stable growth operating approximately a 150 restaurants in states from the Pacific Northwest, Southwest and up through the Midwest. The Company has been successful because of our employees and that success is shared. We offer a competitive salary and benefit package.
Company Description
Stewart Restaurant Group, LLC is a privately owned and operated Company located in Klamath Falls, OR. We continue to experience steady and stable growth operating approximately a 150 restaurants in states from the Pacific Northwest, Southwest and up through the Midwest. The Company has been successful because of our employees and that success is shared. We offer a competitive salary and benefit package.
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Associate Financial Advisor
Salary not disclosed
Explore a career as a FINANCIAL ADVISOR! Take your career to the next level at the Mid-Atlantic Financial Group of Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Mid-Atlantic firm.
In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
The Financial Professional is a key member of our team.
After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program ("CDP"), your typical day may include: · Developing relationships with clients (both existing and prospective) · Gathering client information and using that information to build robust financial plans · Helping clients prepare for their retirement · Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
The Financial Professional is a key member of our team.
After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program ("CDP"), your typical day may include: · Developing relationships with clients (both existing and prospective) · Gathering client information and using that information to build robust financial plans · Helping clients prepare for their retirement · Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
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Financial Advisor Wealth Management
Salary not disclosed
Grow your career with a nationally recognized RIA while serving members of one of Houston's premier credit unions.
Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area.
This position combines the stability of a salaried role with the earning potential and flexibility of an advisory practice.
This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment.
About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches, providing members with personalized financial planning and investment guidance.
You'll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business.
This is a true growth opportunity.
You'll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.
What You'll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG's advisor support team, Orion technology, Salesforce CRM, and full FinTech suite Training, compliance, and succession planning support from PFG's leadership team A collaborative environment focused on member relationships—not sales quotas Ideal Candidate Licensed Financial Advisor (Series 7 and 66 required) 2 years of client-facing advisory experience preferred CFP designation is a plus, but not required Strong communication and relationship-building skills Passion for delivering client-first, fiduciary advice d24ad0b8-823f-4e68-a892-2986ccdf7392
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Financial Systems Engineer (Hybrid)
🏢 Securian
Salary not disclosed
*Securian Financial Groups internal position title isEngineering Senior Analyst. It is eligible to be hired at the Senior Analyst or Consultant levels depending on the skills, experience, and qualifications of the candidate.
Position Summary:
Securian Financial is seeking a motivated Financial Systems Engineer to join our Financial Product Ecosystem (FPE) team, where you'll help shape the future of the enterprise-wide SAP financial system. In this hybrid role, you'll collaborate with cross-functional teams to define requirements, enhance systems, and drive innovation in an agile environment. Ideal for someone with a background in software development and a passion for continuous learning, this position offers the opportunity to grow expertise in SAP technologies while making a tangible impact on financial operations and decision-making.
Responsibilities include but not limited to:
Product & Stakeholder Collaboration
- Partner with Product Owners, System Architects, and business stakeholders to define user stories and deliver effective solutions in an agile environment.
- Own and manage incoming projects, ensuring alignment with business goals and timelines.
System Enhancement & Support
- Lead enhancements and troubleshoot issues across the SAP ecosystem.
- Support batch process resolution, including job setup, updates, and root cause analysis. This includes participation in an overnight on-call rotation quarterly for a total of approximately 2-3 weeks a quarter, supported by a collaborative team structure.
Quality & Documentation
- Ensure deliverables are testable, well-documented, and meet the needs of both technical and non-technical audiences.
- Assist with audit and security activities to maintain data integrity and compliance.
Technology Leadership & Learning
- Serve as a technical thought leader for current and future solutions, driving adoption and innovation as well as bridging the gap between technical work and business functional knowledge.
- Build expertise in SAP technologies including:
- Core SAP Tools: ABAP and FPSL (Financial Product Sub-Ledger)
- Programming & Integration: Java, Python, REST, SOAP, ABAP, HANA SDI
- Scheduling & Reporting: Control-M, SAP Fiori Tiles
Continuous Improvement
- Stay ahead of evolving technologies and proactively identify opportunities to improve system performance and user experience.
Qualifications:
- Previous experience working with financial systems such as SAP.
- Hands-on software development experience, including configuring and debugging enterprise applications using technologies such as Java, Python, REST, and SOAP.
- Familiarity with platforms such as AWS, ABAP, and HANA SDI, with a demonstrated ability to quickly ramp up in new tools.
- Strategic and analytical thinker with strong creative problem-solving skills and attention to detail.
- Experienced in agile methodologies with the ability to adapt to shifting priorities and manage multiple tasks under pressure.
- Advanced communication, facilitation, and interpersonal skills to engage diverse stakeholders and lead discussions effectively.
Preferred Qualifications:
- 3-6 years of experience as an engineering or product analyst, with a proven track record of delivering measurable business outcomes.
- Hands-on experience with SAP modules such as ABAP and FPSL.
- Bachelor's degree in Computer Science, Finance, Business, or a related field.
- Proficient in Control-M for batch scheduling and SAP Fiori Tiles for operational reporting.
- Strong understanding of batch processing, auditing practices, and financial/operational reporting workflows.
- Proven ability to communicate effectively with customers and stakeholders to ensure alignment with business goals.
#LI-Hybrid**This position willhave a hybrid working arrangement, workingin-officefor a minimum of3days aweek.**
Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. Ifyou'reina commutable distance (90 minutes)you'lljoin us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.
The estimated base pay range for this job is:
$72,000.00 - $134,000.00Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.
Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:
Paid time off:
We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.
Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
Holidays: Securian provides nine company paid holidays.
Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.
Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.
Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.
Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:
Mental Wellness and Disability
Pride at Securian Financial
Securian Young Professionals Network
Securian Multicultural Network
Securian Women and Allies Network
Servicemember Associate Resource Group
For more information regarding Securian's benefits, please review our Benefits page.
This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.
Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).
To view our privacy statement click here
To view our legal statement click here
Remote working/work at home options are available for this role.
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Financial Call Center Specialist
✦ New
Salary not disclosed
A-Line Staffing is now hiring a Full-Time, On-Site, Financial Call Center Specialist in Rio Rancho, NM! (THIS POSITION ON SITE! THE HOURS VARY WITH WEEKEND WORK).
About Us We are guided by a common purpose: to help make financial lives better through the power of every connection.
We deliver for our clients, teammates, communities, and shareholders every day by driving Responsible Growth.
Being a Great Place to Work is core to how we grow responsibly.
We are committed to an inclusive workplace, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making a positive impact in the communities we serve.
We support an in-office culture with defined attendance requirements while allowing role-specific flexibility.
Here, you can build a successful career with opportunities to learn, grow, and make an impact.
Job Description We are seeking a Personal Banker / Client Solutions Specialist to assist clients with their credit and short-term lending needs while identifying additional opportunities to help them reach their financial goals.
You will create a positive client experience by building, deepening, and retaining relationships, managing risk, and offering customized solutions.
Financial Call Center Specialist Compensation The pay for this position is $25.00/hr Benefits are available to full-time employees after 90 days of employment · Competitive medical, dental, and vision plans · 401(k) with company match · Paid Time Off (PTO) · Training and career development opportunities Financial Call Center Specialist Highlights This position is a Direct Hire role! The required availability for this position – Training schedule is Monday-Friday 9am-5:30pm MST After training ability to work variable schedules Monday – Friday: 6:00 AM – 8:00 PM MT Saturday: 7:00 AM – 5:00 PM MT Sunday: 6:00 AM – 3:00 PM MT Financial Call Center Specialist Responsibilities · Assist clients with credit and short-term lending needs while uncovering additional financial opportunities.
· Respond to client inquiries and concerns with tailored solutions.
· Sell and fulfill banking products, including credit cards, loans, checking, and savings accounts.
· Identify client needs for licensed sales functions and refer to Line of Business partners.
· Manage risk in every transaction using available tools.
· Build rapport and create a positive client experience through active listening and addressing questions.
Financial Call Center Specialist Requirements Passion, commitment, and drive to improve clients’ financial lives.
Ability to engage clients, understand their needs, and communicate solutions clearly.
Team-oriented with flexibility to work weekends and holidays.
Comfort with receiving feedback and adapting to ongoing changes.
Intermediate computer proficiency.
Self-motivated with strong organizational, decision-making, and problem-solving skills.
Desired Qualifications Experience providing card solutions.
Background in banking or financial services.
Call center or telephone sales experience.
Skills Client Experience Branding Customer and Client Focus Adaptability & Active Listening Problem Solving & Issue Management Referral Identification & Client Solutions Advisory Attention to Detail Knowledge of relevant laws, rules, and regulations Education Minimum: High School Diploma / GED / Secondary School or equivalent If you think this Financial Call Center Specialist position is a good fit for you, please reach out to me—feel free to call, e-mail, or apply to this posting!
About Us We are guided by a common purpose: to help make financial lives better through the power of every connection.
We deliver for our clients, teammates, communities, and shareholders every day by driving Responsible Growth.
Being a Great Place to Work is core to how we grow responsibly.
We are committed to an inclusive workplace, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making a positive impact in the communities we serve.
We support an in-office culture with defined attendance requirements while allowing role-specific flexibility.
Here, you can build a successful career with opportunities to learn, grow, and make an impact.
Job Description We are seeking a Personal Banker / Client Solutions Specialist to assist clients with their credit and short-term lending needs while identifying additional opportunities to help them reach their financial goals.
You will create a positive client experience by building, deepening, and retaining relationships, managing risk, and offering customized solutions.
Financial Call Center Specialist Compensation The pay for this position is $25.00/hr Benefits are available to full-time employees after 90 days of employment · Competitive medical, dental, and vision plans · 401(k) with company match · Paid Time Off (PTO) · Training and career development opportunities Financial Call Center Specialist Highlights This position is a Direct Hire role! The required availability for this position – Training schedule is Monday-Friday 9am-5:30pm MST After training ability to work variable schedules Monday – Friday: 6:00 AM – 8:00 PM MT Saturday: 7:00 AM – 5:00 PM MT Sunday: 6:00 AM – 3:00 PM MT Financial Call Center Specialist Responsibilities · Assist clients with credit and short-term lending needs while uncovering additional financial opportunities.
· Respond to client inquiries and concerns with tailored solutions.
· Sell and fulfill banking products, including credit cards, loans, checking, and savings accounts.
· Identify client needs for licensed sales functions and refer to Line of Business partners.
· Manage risk in every transaction using available tools.
· Build rapport and create a positive client experience through active listening and addressing questions.
Financial Call Center Specialist Requirements Passion, commitment, and drive to improve clients’ financial lives.
Ability to engage clients, understand their needs, and communicate solutions clearly.
Team-oriented with flexibility to work weekends and holidays.
Comfort with receiving feedback and adapting to ongoing changes.
Intermediate computer proficiency.
Self-motivated with strong organizational, decision-making, and problem-solving skills.
Desired Qualifications Experience providing card solutions.
Background in banking or financial services.
Call center or telephone sales experience.
Skills Client Experience Branding Customer and Client Focus Adaptability & Active Listening Problem Solving & Issue Management Referral Identification & Client Solutions Advisory Attention to Detail Knowledge of relevant laws, rules, and regulations Education Minimum: High School Diploma / GED / Secondary School or equivalent If you think this Financial Call Center Specialist position is a good fit for you, please reach out to me—feel free to call, e-mail, or apply to this posting!
I
Financial Advisor
Salary not disclosed
About Us At Indexed Financial, we do more than offer financial services — we help individuals build better futures through financial education, protection, and planning.
Since 2020, our mission has been to empower people from all backgrounds to create lasting financial independence for themselves and their loved ones.
We provide access to a wide range of life insurance, retirement, savings, and wealth-building strategies.
Whether you're looking to start a business or earn extra income, we offer a flexible, supportive environment to grow a meaningful career.
What We’re Looking For We’re seeking motivated individuals with an entrepreneurial mindset who are passionate about helping others.
No prior financial experience is needed — we provide full training and support to get licensed and build your business.
Key Traits: Self-driven and coachable Strong communication skills Enjoys educating and helping people Sales or customer service experience is a plus Bilingual (English/Spanish) is a bonus Must be willing to obtain a Life & Health Insurance License (we provide guidance) Responsibilities Educate clients on financial strategies and solutions Analyze client needs and goals Provide recommendations for insurance and retirement planning Build and maintain relationships Stay current on industry tools, products, and best practices Compensation This is a 100% commission-based position with uncapped earning potential.
Average Full-Time Agent Annual Earnings: Entry Level (0–3 years): $65,000 Mid Level (4–7 years): $284,000 Senior Level (8–10 years): $500,000+ What We Offer Full training and licensing support Remote work (set your own hours) Proven business system & mentorship Part-time or full-time flexibility Opportunities for leadership and growth Next Steps Submit your resume to apply.
Qualified candidates will be invited to a brief phone call and a follow-up Zoom interview to learn more about our company, training, and compensation.
If you're looking for a career change, side income, or a chance to build something of your own while helping others — we'd love to connect.
Job Types: Full-time, Part-time Benefits: Flexible schedule Application Question(s): Are you at least 18 years of age? Are you willing to perform a state background check to acquire a finance license? Work Location: Remote
Since 2020, our mission has been to empower people from all backgrounds to create lasting financial independence for themselves and their loved ones.
We provide access to a wide range of life insurance, retirement, savings, and wealth-building strategies.
Whether you're looking to start a business or earn extra income, we offer a flexible, supportive environment to grow a meaningful career.
What We’re Looking For We’re seeking motivated individuals with an entrepreneurial mindset who are passionate about helping others.
No prior financial experience is needed — we provide full training and support to get licensed and build your business.
Key Traits: Self-driven and coachable Strong communication skills Enjoys educating and helping people Sales or customer service experience is a plus Bilingual (English/Spanish) is a bonus Must be willing to obtain a Life & Health Insurance License (we provide guidance) Responsibilities Educate clients on financial strategies and solutions Analyze client needs and goals Provide recommendations for insurance and retirement planning Build and maintain relationships Stay current on industry tools, products, and best practices Compensation This is a 100% commission-based position with uncapped earning potential.
Average Full-Time Agent Annual Earnings: Entry Level (0–3 years): $65,000 Mid Level (4–7 years): $284,000 Senior Level (8–10 years): $500,000+ What We Offer Full training and licensing support Remote work (set your own hours) Proven business system & mentorship Part-time or full-time flexibility Opportunities for leadership and growth Next Steps Submit your resume to apply.
Qualified candidates will be invited to a brief phone call and a follow-up Zoom interview to learn more about our company, training, and compensation.
If you're looking for a career change, side income, or a chance to build something of your own while helping others — we'd love to connect.
Job Types: Full-time, Part-time Benefits: Flexible schedule Application Question(s): Are you at least 18 years of age? Are you willing to perform a state background check to acquire a finance license? Work Location: Remote
F
Director Financial Services Sales
Salary not disclosed
Director Financial Services Sales The Director Financial Services Sales is responsible for recruiting, developing, and leading a team of life, annuity, investment, and fiduciary professionals, including Wealth Management Advisors (WMAs) and Wealth Management Consultants (WMCs).
This role focuses on driving life, annuity, and fee‑based business through active coaching and strong partnerships with multiline agents across a multi‑state territory.
We deliver on our promise every day to protect livelihoods and futures.
We do this through value‑based work, demonstrating service, integrity, leadership, teamwork, accountability, and passion in all touch points with client members, employees, agents, and vendors.
Essential Functions Achieve goals for assets under management, WMA/WMC staffing, and revenue while overseeing the full recruitment and onboarding process for WMAs and WMCs across assigned territories.
Lead the sourcing and onboarding of WMCs and ensure a smooth introduction and transition to the agent field.
Partner with leadership and Life Sales Support to evaluate training programs and sales systems, identify gaps, and support improvements that strengthen field performance.
Align sales and marketing strategies by working closely with executive leaders and field leadership.
Build strong relationships with Agency Managers and Agents to support sales growth across FB Life's distribution channels.
Oversee the client and account onboarding experience, ensuring a seamless transition for WMAs and their clients.
Lead field‑level delivery of marketing initiatives, including campaigns, contests, and wholesaler engagement.
Serve as the primary liaison with mutual fund and managed‑money partners.
Maintain the primary field‑level relationship with WMAs, WMCs, and the platform custodian, RBC.
Collaborate regularly with FBFS field management, Agency Managers, Regional Vice Presidents, and home office leadership to support business goals.
Oversee staff development, including hiring, coaching, performance management, workflow oversight, budgeting, and ongoing employee growth.
Qualifications / Know‑How Bachelor's degree or equivalent experience plus 12 years of Wealth Management experience required.
Minimum of 5 years of field‑level management experience, with significant recruiting and compliance experience required.
FINRA Registered Representative Series 7 & 24 and 65/66.
CFP preferred.
Leadership and organizational skills, plus proven ability to build and sustain relationships internally and externally required.
Excellent communication and organization skills as well as the ability to maintain confidentiality required.
Strong customer service and public relations skills required.
Experience managing in a highly matrixed organization is preferred.
Extensive travel required and valid driver's license.
Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization.
Applicants must be currently authorized to work in the United States on a full-time, permanent basis.
We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role.
For example, we are not considering candidates with OPT status.
This role focuses on driving life, annuity, and fee‑based business through active coaching and strong partnerships with multiline agents across a multi‑state territory.
We deliver on our promise every day to protect livelihoods and futures.
We do this through value‑based work, demonstrating service, integrity, leadership, teamwork, accountability, and passion in all touch points with client members, employees, agents, and vendors.
Essential Functions Achieve goals for assets under management, WMA/WMC staffing, and revenue while overseeing the full recruitment and onboarding process for WMAs and WMCs across assigned territories.
Lead the sourcing and onboarding of WMCs and ensure a smooth introduction and transition to the agent field.
Partner with leadership and Life Sales Support to evaluate training programs and sales systems, identify gaps, and support improvements that strengthen field performance.
Align sales and marketing strategies by working closely with executive leaders and field leadership.
Build strong relationships with Agency Managers and Agents to support sales growth across FB Life's distribution channels.
Oversee the client and account onboarding experience, ensuring a seamless transition for WMAs and their clients.
Lead field‑level delivery of marketing initiatives, including campaigns, contests, and wholesaler engagement.
Serve as the primary liaison with mutual fund and managed‑money partners.
Maintain the primary field‑level relationship with WMAs, WMCs, and the platform custodian, RBC.
Collaborate regularly with FBFS field management, Agency Managers, Regional Vice Presidents, and home office leadership to support business goals.
Oversee staff development, including hiring, coaching, performance management, workflow oversight, budgeting, and ongoing employee growth.
Qualifications / Know‑How Bachelor's degree or equivalent experience plus 12 years of Wealth Management experience required.
Minimum of 5 years of field‑level management experience, with significant recruiting and compliance experience required.
FINRA Registered Representative Series 7 & 24 and 65/66.
CFP preferred.
Leadership and organizational skills, plus proven ability to build and sustain relationships internally and externally required.
Excellent communication and organization skills as well as the ability to maintain confidentiality required.
Strong customer service and public relations skills required.
Experience managing in a highly matrixed organization is preferred.
Extensive travel required and valid driver's license.
Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization.
Applicants must be currently authorized to work in the United States on a full-time, permanent basis.
We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role.
For example, we are not considering candidates with OPT status.
Financial Professional
Salary not disclosed
Job Description
Job Description
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(1) 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,(2) 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.(3) Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. (4)
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. (5)
- 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.(6)
- 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.(7)
- 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
- $579 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.(8)
1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.
3. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied.
4. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.
5. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.
6. A full list of our awards is available here: -awards-and-recognition
7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022.
8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity
V1_AR1 SMRU 5 Exp. Company Description
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 strength3
- 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 industry4
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5
- 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 (includes life and annuity cash value accumulation and qualifying policy dividends paid; dividends are not guaranteed)
- $938 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)
Company Description
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.\r
\r
Awards & Accolades...\r
We're proud of our financial strength3\r
- A++ Superior (A.M. Best)\r
- AAA Exceptionally Strong (Fitch)\r
- Aaa Exceptional (Moody's)\r
- AA+ Very Strong (Standard & Poor's)\r
\r
We're proud of our positions in the industry4\r
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5\r
- Training Magazine's Training Top 100 for 20216\r
\r
We're proud to be recognized by organizations that also value diversity\r
- Latino Leaders: 2022 Best Companies for Latinos to Work\r
- Human Rights Campaign: 2022 Corporate Equality Index\r
- Forbes 2022: America's Best Employers for Diversity\r
\r
We're proud of the help we've provided and continue to provide our clients\r
- 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)\r
- $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid; dividends are not guaranteed)\r
- $938 million lifetime annuity paid (includes all payouts on individual income annuity products)\r
- Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)
Job Description
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(1) 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,(2) 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.(3) Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. (4)
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. (5)
- 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.(6)
- 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.(7)
- 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
- $579 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.(8)
1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.
3. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied.
4. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.
5. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.
6. A full list of our awards is available here: -awards-and-recognition
7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022.
8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity
V1_AR1 SMRU 5 Exp. Company Description
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 strength3
- 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 industry4
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5
- 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 (includes life and annuity cash value accumulation and qualifying policy dividends paid; dividends are not guaranteed)
- $938 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)
Company Description
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.\r
\r
Awards & Accolades...\r
We're proud of our financial strength3\r
- A++ Superior (A.M. Best)\r
- AAA Exceptionally Strong (Fitch)\r
- Aaa Exceptional (Moody's)\r
- AA+ Very Strong (Standard & Poor's)\r
\r
We're proud of our positions in the industry4\r
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5\r
- Training Magazine's Training Top 100 for 20216\r
\r
We're proud to be recognized by organizations that also value diversity\r
- Latino Leaders: 2022 Best Companies for Latinos to Work\r
- Human Rights Campaign: 2022 Corporate Equality Index\r
- Forbes 2022: America's Best Employers for Diversity\r
\r
We're proud of the help we've provided and continue to provide our clients\r
- 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)\r
- $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid; dividends are not guaranteed)\r
- $938 million lifetime annuity paid (includes all payouts on individual income annuity products)\r
- Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)
Financial Services Professional
✦ New 🏢 New York Life
Salary not disclosed
Job Description
Job Description
Are you a leader who has the following traits?
- Competitive
- Entrepreneurial
- Coachable
- Communicative
- Self-disciplined
- Authentic
If the answer is yes , consider becoming a financial services professional to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, 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 a financial services profressional, 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 full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our topperforming financial professioanls.
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 funds1 through our broker-dealer, 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 registered investment advisor, 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 financial services profressionals.
How we will compensate you
We're proud to be recognized by the following organizations. You have the power to determine your own income with our commission-based compensation.3 In 2024, the average income of our financial professionals under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $120,555.4 Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals, please follow this link /careers/financial - professionals/incomeand -benefits.
Company Description
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 strength3
- 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 industry4
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5
- 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 clients7
- 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)
- $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid.
Dividends are not guaranteed)
- $938 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)
Company Description
About New York Life\r
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.\r
Awards & Accolades...\r
We're proud of our financial strength3\r
- A++ Superior (A.M. Best)\r
- AAA Exceptionally Strong (Fitch)\r
- Aaa Exceptional (Moody's)\r
- AA+ Very Strong (Standard & Poor's)\r
We're proud of our positions in the industry4\r
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5\r
- Training Magazine's Training Top 100 for 20216\r
We're proud to be recognized by organizations that also value diversity\r
- Latino Leaders: 2022 Best Companies for Latinos to Work\r
- Human Rights Campaign: 2022 Corporate Equality Index\r
- Forbes 2022: America's Best Employers for Diversity\r
We're proud of the help we've provided and continue to provide our clients7\r
- 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)\r
- $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid.\r
Dividends are not guaranteed)\r
- $938 million lifetime annuity paid (includes all payouts on individual income annuity products)\r
- Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)
Job Description
Are you a leader who has the following traits?
- Competitive
- Entrepreneurial
- Coachable
- Communicative
- Self-disciplined
- Authentic
If the answer is yes , consider becoming a financial services professional to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, 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 a financial services profressional, 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 full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our topperforming financial professioanls.
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 funds1 through our broker-dealer, 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 registered investment advisor, 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 financial services profressionals.
How we will compensate you
We're proud to be recognized by the following organizations. You have the power to determine your own income with our commission-based compensation.3 In 2024, the average income of our financial professionals under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $120,555.4 Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals, please follow this link /careers/financial - professionals/incomeand -benefits.
Company Description
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 strength3
- 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 industry4
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5
- 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 clients7
- 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)
- $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid.
Dividends are not guaranteed)
- $938 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)
Company Description
About New York Life\r
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.\r
Awards & Accolades...\r
We're proud of our financial strength3\r
- A++ Superior (A.M. Best)\r
- AAA Exceptionally Strong (Fitch)\r
- Aaa Exceptional (Moody's)\r
- AA+ Very Strong (Standard & Poor's)\r
We're proud of our positions in the industry4\r
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5\r
- Training Magazine's Training Top 100 for 20216\r
We're proud to be recognized by organizations that also value diversity\r
- Latino Leaders: 2022 Best Companies for Latinos to Work\r
- Human Rights Campaign: 2022 Corporate Equality Index\r
- Forbes 2022: America's Best Employers for Diversity\r
We're proud of the help we've provided and continue to provide our clients7\r
- 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)\r
- $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid.\r
Dividends are not guaranteed)\r
- $938 million lifetime annuity paid (includes all payouts on individual income annuity products)\r
- Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)
H
Chief Financial Officer - Lifeline Connections
Salary not disclosed
Health e Practices LLC, is excited to partner with Lifeline Connections to identify their next Chief Financial Officer.
The Chief Financial Officer works closely with the President/CEO in agency financial planning and sustainability, financial program planning, and agency strategic planning. The CFO provides oversight and supervision to the Controller, Accounting and RCM teams. CFO provides financial training to staff and ensures compliance with state and federal codes and state and county contracts. The CFO manages, plans, and coordinates the financial activities of the organization’s budget; provides financial coordination activities with programs and outside agencies, and provides highly responsible and complex financial analysis and budget assistance to program staff. Responsible for working with the President and CEO, agency staff, community leaders, and other stakeholders in addressing high-risk programs and the development and implementation of new programs. In fulfilling these duties, the CFO performs the following duties independently:
- Coordinate the organization, staffing, training, and operational activities for the accounting and finance departments, including the Controller, payroll, and revenue cycle management;
- Ensures that the agency is in compliance with all federal, state, and local requirements, contracts, and is in compliance with WACs, RCWs, CARF standards, GAAP and Federal Regulations;
- Ensures that the agency treatment programs are maintained in such a way to be in substantial compliance with the Division of Behavioral Health and Recovery (DBHR), CARF standards, and the Department of Health (DOH) certification reviews;
- Prepares and submits statistical reports to the President/CEO for program compliance with contract performance indicators;
- Supervises finance and accounting staff;
- Identifies and pursues program expansion and service opportunities in conjunction with the President/CEO;
- Ensures finance and accounting procedure manuals are developed, adhered to, and reviewed at least annually;
- Routinely reviews and analyzes agency wide and program specific systems and operations to ensure optimum utilization of resources and services;
- Initiates and participates in staff recruitment activities;
- Serve as resource to the Board of Directors Finance Committee;
- Participate in the development and implementation of financial and budgetary goals, objectives, policies, and priorities for the organization; identify resource needs; recommend and implement policies and procedures; ensure GAAP compliance;
- Develop, prepare, and oversee the implementation of short and long-range financial plans of the organization; as well as participate as an integral member of the executive management team in the overall operations and strategic planning of the organization;
- Develop an annual organizational budget, directly manage the organizational budget; communicate with the Finance Committee, Chief Executive Officer and Program Directors; participate in operational and financial audits as required; work with external entities to effectively coordinate finance, budgetary and grants management matters; forecast additional funds needed for staffing, equipment, materials, and supplies; direct the monitoring of expenditures; recommend adjustments as necessary;
- Regularly meet with Program Directors to provide status to budget versus actual revenues and expense, along with analysis and recommendations pertaining to minimizing activity costs and maximizing activity revenues;
- Serve as administrative budget controller, managing costs and budget variances. Prepare administrative budget submissions and necessary revisions for the operating budget process;
- Ensure all contracted services and grant awards are billed timely and accurately, maximizing revenue and limiting outstanding receivables; monitor expenditures and revenues for compliance with appropriate budgets;
- Participate in the development of budgets for competitive grant proposals and for use in the solicitation, selection and contracting of services;
- Serve as a key member of the senior leadership team, contributing to organizational strategy and overseeing financial and operational functions;
- Report directly to the CEO, acting as a key advisor on financial and operational matters while collaborating with the leadership team to align strategies with organizational priorities;
- Foster a culture of inclusivity and belonging by modeling leadership that supports all team members across diverse identities, while championing diversity, equity, inclusion, and belonging efforts throughout the organization.
- Other duties as assigned;
KNOWLEDGE AND SKILLS REQUIRED FOR THE POSITION
- Degree in Business Administration, Accounting, or Finance required.
- Certified Public Accountant and/or Certified Management Accountant designation highly preferred.
- Eight to ten years of experience in financial management required. Preference will be given to candidates who exhibit experience related to nonprofit work and large governmental and MCO contracts.
- Eight to ten years of supervisory experience required.
- Excellent management and supervisory skills
- Excellent analytical, time management, and organizational skills.
- Proficient in database and accounting computer application systems.
- Excellent written and verbal communication skills
- Demonstrated ability to develop and work effectively within a team environment;
- Able to articulate large-scale issues affecting the agency and community;
- Demonstrated knowledge of program development, implementation and management;
- Ability to professionally represent the agency in all interactions;
GUIDELINES
The incumbent relies on specialized training and/or equivalent experience in the field of nonprofit accounting, behavioral healthcare, DBHR, DOH, WACs, GAAP, CARF and RCWs of Washington and the performance standards developed for the position.
COMPLEXITY
The incumbent provides program and personnel oversight and supervision on behalf of patients who differ widely in age and socioeconomic status with a wide variety of specialized needs and who may possess a variety of chronic and serious social, behavioral and psychological problems. Autonomy, clinical maturity, sound judgment, and creativity are required to help identify and monitor policies and treatment activities that will meet the complex needs of both patients and staff. Ability to analyze the needs and available resources of the local community is necessary in order to be responsive in the development of new programs and utilization of new service models.
PERSONAL CONTACTS
Contacts are staff, patients, Board of Directors, representatives of county, state and private contractors, local, state and national politicians, representatives of various community agencies specializing in the treatment of behavioral health conditions and related community representatives including lawyers, probation officers, and other court officials. All personal contacts are carried out in accordance with federal and state laws dealing with the confidentiality of behavioral health patient records.
PHYSICAL REQUIREMENTS
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
- Must be able to access various departments of a given location.
WORKING ENVIRONMENT & CONDITIONS
- Most working hours are spent indoors in offices or meeting rooms.
- Occasional supervision of outdoor activities, visits to community agencies, and participation in staff retreats and staff development activities may be required.
- In state and national multiple-day travel may be required occasionally.
- Evening and weekend work responsibilities occasionally required.
IMMEDIATE SUPERVISOR: President/Chief Executive Officer
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Metro Detroit - Gastroenterology - Join an Expanding Group
Salary not disclosed
We are seeking a Gastroenterologist for an opportunity to join an expanding practice in the Metro Detroit area:- Top Gastro group that is very well established in the state and is continuing to grow- ERCP training a plus- Group consists of (11) GI Physicians- Have (2) surgical centers that have achieved accreditation by the Accreditation Association for Ambulatory Health Care (AAAHC).- Access to Barrx and Bravo PH Monitoring systems onsite along with Infusion Center, Pathology Lab and Histology Lab- Procedures are completed in the morning (40-70 daily) while afternoons are dedicated to meeting with patients- Group only works out of one hospital- new GI will start at hospital with some endo time at the clinic while building up practice- Employed position with partnership opportunitiesFor more information regarding this opportunity, contact Lisa Verhelle at or at
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Gastroenterologist - Metro Detroit - Join an Esteemed Group
🏢 All HealthCare Staffing, LLC
Salary not disclosed
We are seeking a Gastroenterologist to join a private group in the Metro Detroit area.
Call on 1 hospital.
Partnership opportunity availableOpportunity to participate in innovative studiesSurgical centers have achieved accreditation by the Accreditation Association for Ambulatory Health Care (AAAHC).Barrx and Bravo PH Monitoring System on site as well as an on-site infusion center, histology lab and pathology lab.
Employed position with potential partnership opportunities.
Join an expanding group that can help you reach your career goals.
The well-established group has an outstanding reputation in the metro Detroit community and throughout Michigan.Excellent location provides a vast array of schooling and housing options.
Wonderful area to live and work while enjoying popular entertainment, dining, sports, and cultural events.
Please call Lisa at or email for more detailed information.
Call on 1 hospital.
Partnership opportunity availableOpportunity to participate in innovative studiesSurgical centers have achieved accreditation by the Accreditation Association for Ambulatory Health Care (AAAHC).Barrx and Bravo PH Monitoring System on site as well as an on-site infusion center, histology lab and pathology lab.
Employed position with potential partnership opportunities.
Join an expanding group that can help you reach your career goals.
The well-established group has an outstanding reputation in the metro Detroit community and throughout Michigan.Excellent location provides a vast array of schooling and housing options.
Wonderful area to live and work while enjoying popular entertainment, dining, sports, and cultural events.
Please call Lisa at or email for more detailed information.
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Metro Detroit - Private Gastroenterology Group - Call On 1 Hospital - Excellent Compensation
🏢 All HealthCare Staffing, LLC
Salary not disclosed
We would love to talk to you about a Physician Owned Gastroenterology Practice in Metro Detroit.
Call on 1 hospital.
Call 1:11Partnership opportunity availableOpportunity to participate in innovative gastrointestinal research studiesSurgical centers have achieved accreditation by the Accreditation Association for Ambulatory Health Care (AAAHC).The group currently consists of 11 Gastro physicians.
Barrx and Bravo PH Monitoring System on site as well as an on-site infusion center, histology lab and pathology lab.
Employed position with potential partnership opportunities.
Join an expanding group that can help you reach your career goals.
The well-established group has an outstanding reputation in the metro Detroit community and throughout Michigan.Excellent location provides a vast array of schooling and housing options.
Wonderful area to live and work while enjoying popular entertainment, dining, sports, and cultural events.
Please call Lisa at or email for more detailed information.I look forward to hearing from you Lisa
Call on 1 hospital.
Call 1:11Partnership opportunity availableOpportunity to participate in innovative gastrointestinal research studiesSurgical centers have achieved accreditation by the Accreditation Association for Ambulatory Health Care (AAAHC).The group currently consists of 11 Gastro physicians.
Barrx and Bravo PH Monitoring System on site as well as an on-site infusion center, histology lab and pathology lab.
Employed position with potential partnership opportunities.
Join an expanding group that can help you reach your career goals.
The well-established group has an outstanding reputation in the metro Detroit community and throughout Michigan.Excellent location provides a vast array of schooling and housing options.
Wonderful area to live and work while enjoying popular entertainment, dining, sports, and cultural events.
Please call Lisa at or email for more detailed information.I look forward to hearing from you Lisa
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METRO DETROIT - GASTROENTEROLOGIST NEEDED FOR EXPANDING GROUP
🏢 All HealthCare Staffing, LLC
Salary not disclosed
We are seeking a Gastroenterologist for an opportunity to join an expanding practice in the Metro Detroit area:- Top Gastro group that is very well established in the state and is continuing to grow- ERCP training a plus- Group consists of (11) GI Physicians- Have (2) surgical centers that have achieved accreditation by the Accreditation Association for Ambulatory Health Care (AAAHC).- Access to Barrx and Bravo PH Monitoring systems onsite along with Infusion Center, Pathology Lab and Histology Lab- Procedures are completed in the morning (40-70 daily) while afternoons are dedicated to meeting with patients- Group only works out of one hospital- new GI will start at hospital with some endo time at the clinic while building up practice- Employed position with partnership opportunitiesFor more information regarding this opportunity, contact Alex James at or at
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Physician / Emergency Medicine / Hawaii / Permanent / Private Group/Day EM Shifts Job
$370,500
EMERGENCY PHYSICIAN- PRIVATE GROUPCOMMUNITYMetropolitan city of Honolulu offers excellent private or public schools, while providing access to the outdoor beach activities for the whole family.
No living restrictions on distance from the ER.
PRACTICE OVERVIEWEstablished private group is expanding and adding to its team by increasing coverage.
Work life balance has kept turnover low and morale high.
The group has collegial relationships with hospital administrative leadership, benefiting all parties.ROLERenovated State of the Art Facility on OahuCollaborative privately owned & managed group15,000 annual volumeExpanding Double Coverage8 hour & 9 hour shiftsShift times 7a or 2p Teaching facility with medical students and residents rotating through12-14 Shifts per monthPACKAGEW2 employed position$190 per hour days$210 per hour nightsBenefits include Medical Insurance for family, Retirement, CME & moreYOUABEM/AOBEM certification requiredAbility to obtain/maintain medical license, DEA & CS permit in Hawaii2026 also residents welcome to apply
No living restrictions on distance from the ER.
PRACTICE OVERVIEWEstablished private group is expanding and adding to its team by increasing coverage.
Work life balance has kept turnover low and morale high.
The group has collegial relationships with hospital administrative leadership, benefiting all parties.ROLERenovated State of the Art Facility on OahuCollaborative privately owned & managed group15,000 annual volumeExpanding Double Coverage8 hour & 9 hour shiftsShift times 7a or 2p Teaching facility with medical students and residents rotating through12-14 Shifts per monthPACKAGEW2 employed position$190 per hour days$210 per hour nightsBenefits include Medical Insurance for family, Retirement, CME & moreYOUABEM/AOBEM certification requiredAbility to obtain/maintain medical license, DEA & CS permit in Hawaii2026 also residents welcome to apply
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Physician / Alabama / Locum or Permanent / Atlanta Pain Clinic Established Group $900,000+ Job # ALL
$900,000
Ability to see a higher patient volume, as you are seeing each patient monthly! Join a Private Group with a staff that has been together for 10 to 25+ years: The typical schedule includes a 4.5-day clinic Monday Thursday, 8:30 am to 4:00 pm with an hour for lunch, and on Fridays, 8 am The post Atlanta Pain Clinic Established Group $900,000+ Job # ALL-1343 appeared first on KCA Firm .
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ENT - Join an Expanding Group in Metro Detroit
🏢 All HealthCare Staffing, LLC
Salary not disclosed
We are looking for a BC/BE General Otolaryngologist to join a large, established group in the Metro Detroit area:- Employed position joining a group of (10)+ physicians- 100% outpatient- Access to top notch facilities- Excellent support staff- Partnership opportunities available- Competitive compensation and benefits plansPlease contact Lisa Lucas at or call Lisa at .
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Hawaii/Private Emergency Group/Day Shifts/Work Life Balance
🏢 Accolades Physician Resources LLC
$370,500
EMERGENCY MEDICINE
- EMPLOYED OPPORTUNITYCOMMUNITYMetropolitan city of Honolulu offers excellent private or public schools, while providing access to the outdoor beach activities for the whole family.
No living restrictions on distance from the ER.
PRACTICE OVERVIEWEstablished private group is expanding and adding to its team by increasing coverage.
Work life balance has kept turnover low and morale high.
The group has collegial relationships with hospital administrative leadership, benefiting all parties.ROLEDue to expansion and increasing coverage, new opportunity for Day ShiftsRenovated State of the Art Facility on OahuCollaborative privately owned & managed group15,000 annual volumeSingle Coverage with 5 hours of overlapping double coverage8 hour & 9 hour shiftsShift times 7a, or 2p Teaching facility with medical students and residents rotating through12-14 Shifts per MonthPACKAGEW2 employed position$190 per hour days$210 per hour nightsBenefits include Medical Insurance for family, Retirement, CME & more
- EMPLOYED OPPORTUNITYCOMMUNITYMetropolitan city of Honolulu offers excellent private or public schools, while providing access to the outdoor beach activities for the whole family.
No living restrictions on distance from the ER.
PRACTICE OVERVIEWEstablished private group is expanding and adding to its team by increasing coverage.
Work life balance has kept turnover low and morale high.
The group has collegial relationships with hospital administrative leadership, benefiting all parties.ROLEDue to expansion and increasing coverage, new opportunity for Day ShiftsRenovated State of the Art Facility on OahuCollaborative privately owned & managed group15,000 annual volumeSingle Coverage with 5 hours of overlapping double coverage8 hour & 9 hour shiftsShift times 7a, or 2p Teaching facility with medical students and residents rotating through12-14 Shifts per MonthPACKAGEW2 employed position$190 per hour days$210 per hour nightsBenefits include Medical Insurance for family, Retirement, CME & more
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Partner Track/Physician / Otolaryngology / California / Permanent / ENT - Join Established Group Job
✦ New 🏢 Accolades Physician Resources LLC
$550,000
OTOLARYNGOLOGIST OPPORTUNITYCOMMUNITYOnly an hour to Napa and a two-hour drive to the Lake Tahoe area takes you to the highest concentration of ski resorts in the country, with record-breaking annual snowfall and views of Lake Tahoe and the Sierra Nevada mountains.
Greater Sacramento offers a unique blend of laid back life while the thriving local economy has low unemployment and booming commerce.
Enjoy a cost of living near the national average, without congestion or traffic.
1 hour 45 minutes to San Francisco & under 30 minutes to Davis, CA, a well-known university town.
Nearby waterways include the Yolo Bypass and Sacramento River, Willow Slough & Cache Creek.OVERVIEWJoin a physician led /owned multispecialty group with partner track.
Established referral patterns ensure success in year 1.
EMR CernerROLEPractice alongside tenured otolaryngologists Full-time, general adult practice (some PEDS); no cosmetics Ear surgery experience a plus Shared practice-only call (1:7)No ED Call Good work-life balanceOne clinic, one hospital Opportunities for leadership within medical group PACKAGE2 Year Shareholder TrackSalary up to $550k for 18 monthsProductivity Model (WRVU) Starting month 19Relocation of $20,000 direct payment6 weeks PTO 8 weeks starting year 3Medical Malpractice & CME AllowanceMedical, Dental, Vision insurance coverage401(k) with employer matchPSLF Site
Greater Sacramento offers a unique blend of laid back life while the thriving local economy has low unemployment and booming commerce.
Enjoy a cost of living near the national average, without congestion or traffic.
1 hour 45 minutes to San Francisco & under 30 minutes to Davis, CA, a well-known university town.
Nearby waterways include the Yolo Bypass and Sacramento River, Willow Slough & Cache Creek.OVERVIEWJoin a physician led /owned multispecialty group with partner track.
Established referral patterns ensure success in year 1.
EMR CernerROLEPractice alongside tenured otolaryngologists Full-time, general adult practice (some PEDS); no cosmetics Ear surgery experience a plus Shared practice-only call (1:7)No ED Call Good work-life balanceOne clinic, one hospital Opportunities for leadership within medical group PACKAGE2 Year Shareholder TrackSalary up to $550k for 18 monthsProductivity Model (WRVU) Starting month 19Relocation of $20,000 direct payment6 weeks PTO 8 weeks starting year 3Medical Malpractice & CME AllowanceMedical, Dental, Vision insurance coverage401(k) with employer matchPSLF Site
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Chief Financial and Administrative Officer
Salary not disclosed
We have been retained by one of Middle Tennessee’s most respected nonprofit organizations to recruit its next Chief Financial and Administrative Officer. Goodwill Industries of Middle Tennessee (Goodwill) is dedicated to changing lives through education, training, and employment helping thousands of Tennesseans each year gain skills, find meaningful work, and build brighter futures. Goodwill’s programs and services provide second chances and new opportunities—making a lasting impact in our communities – creating hope and transforming lives across Tennessee. Goodwill believes a job does more than pay the bills — it brings dignity, purpose, and independence and that a hand-up is better than a handout. When someone finds meaningful work, the entire community benefits. The ripple effect of one person’s success strengthens families, builds confidence, and uplifts neighborhoods. Goodwill is changing lives—one job, one opportunity, one future at a time.
The Chief Financial and Administrative Officer (CFAO) is responsible for providing strategic leadership, direction, and oversight for all financial, treasury, and administrative functions of the organization. This role partners with the Chief Executive Officer and executive leadership team to prioritize and execute business initiatives in a financially responsible and mission-aligned manner, ensuring the organization’s long-term sustainability and growth. The CFAO balances enterprise-level strategic leadership with effective oversight of tactical operations and provides executive leadership for Finance, Human Resources, and Information Technology. The role oversees the Vice President of Finance, Vice President of Human Resources, Vice President of Information Technology, and the Senior Project Manager and ensures that corporate support functions operate as strategic enablers of organizational performance and mission impact.
Essential Functions of the Role:
Financial and Enterprise Leadership
- Provide strategic financial leadership to ensure alignment of financial strategy with organizational vision, mission, and strategic priorities.
- Oversee all financial management, accounting, and treasury functions, including financial reporting, grant management, compliance, audits, tax, treasury, borrowing, cash management, and internal controls.
- Ensure fiscal responsibility through disciplined expense management, revenue optimization, and stewardship of organizational resources.
- Ensure adequate working capital and assess organizational performance against budget, providing clear, actionable recommendations.
Strategic Planning, Risk, and Growth
- Partner with the CEO and executive team to develop, prioritize, and implement short- and long-term strategic plans that support organizational growth and mission advancement.
- Lead enterprise-level risk and reward analysis related to growth initiatives, capital investments, and strategic opportunities, ensuring alignment with organizational risk appetite and long-term sustainability.
- Oversee relationships with external service providers, including auditors, tax advisors, insurance providers, and risk management partners.
Data, Analytics, and Decision Support
- Champion the development and execution of an enterprise data roadmap that promotes data integrity, analytics capability, and the use of SMART goals to drive informed, high-quality decision-making across the organization.
- Establish and maintain systems and controls that ensure the integrity of financial and operational data and enhance organizational value.
Information Technology Leadership
- Oversee technology strategy to ensure applications, infrastructure, cybersecurity, and telecommunications align with organizational goals.
- Position Information Technology as a strategic partner and thought leader in driving business growth, operational efficiency, mission impact, and customer and donor satisfaction.
Human Resources and Culture Leadership
- Provide executive oversight of Human Resources strategy, including payroll, benefits and wellness, employee training and development, engagement, talent acquisition, onboarding, retention, and succession planning.
- Serve as a steward of organizational culture by fostering a productive, inclusive, and high-performing work environment and holding leaders accountable for talent development and employee engagement.
Governance and Board Engagement
- Serve as the primary financial liaison to all Goodwill of Middle Tennessee Boards of Directors and Trustees.
- Coordinate and lead Finance and Audit Committee meetings and report at Board and Trustee meetings with clarity, transparency, and sound judgment.
Qualifications Desired:
Leadership Competencies
The CFAO is expected to demonstrate the following leadership competencies critical to long-term organizational success and succession readiness: Growth mindset and commitment to continuous learning
- Decisiveness balanced with approachability and collaboration
- Effective delegation and empowerment of leaders
- Visionary and strategic thinking with strong execution discipline
- Thought leadership that challenges the status quo and advances organizational maturity
Leadership Behaviors
The CFAO consistently demonstrates: Integrity, sound judgment, and ethical leadership
- Ability to motivate and inspire others to achieve organizational goals
- Adaptability and effectiveness in ambiguity and change
- Willingness to challenge assumptions and improve systems and processes
- Continuous learning and professional curiosity
Education
- Master’s degree in Finance, Accounting, or a related field, or equivalent experience.
- CPA certification desired but not required.
Experience
- Significant direct management experience in a corporate accounting or finance operation (Controller, Chief Financial Officer, or equivalent).
- Minimum of twelve years of progressively responsible leadership experience across finance, human resources, risk management, and/or information technology.
- Public accounting background highly desirable.
- Demonstrated ability to lead and provide strategic direction in areas without deep tactical expertise.
Knowledge, Skills and Abilities
- Demonstrated financial and accounting acumen, including budgeting, forecasting, analysis, reporting, compliance, and negotiation.
- Strong presentation and interpersonal skills, with the ability to translate complex financial and technical information into clear, actionable insights for diverse audiences.
- Proven ability to build effective relationships with executives, board members, staff, donors, vendors, and community partners.
- Strong organizational skills with the ability to learn new processes quickly and manage multiple priorities.
- A thought leader with a proven track record of leading through change and ambiguity, possessing a broad blend of technical expertise, business acumen, and leadership skills.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
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