New York Life Insurance jobs in Glendale, CA - 166 jobs

Job Description Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we'll train you and provide you with access to the tools you need for a career in management. 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-motivated people who can answer yes to one of the following questions: Do you have sales or managerial experience in another industry? Have you previously run a business? Do you have an MBA or other equivalent degree? If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you'll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements before transitioning into a management role. You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. Benefits: Medical, dental, vision, life, and disability insurance 401(k) and pension plans Sales incentives and recognition trips for top performers Compensation $80,000 - $100,000 salary plus performance bonus Compensation: $100,000+ Responsibilities: Phase 1: Firsthand experience as a financial professional You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional during the first 6-12 months of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources 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 clients with web, social, and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 6-12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We'll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you'll continue to have opportunities to grow and be promoted to increasingly senior levels of management. Qualifications: Candidates must have a high school diploma or GED and a bachelor's degree in business or a similar field a plus Outstanding organizational skills and time management Exhibits superior communication, negotiation, and interpersonal abilities 3+ years of experience in sales management or a leadership role in the sales department, preferably in hospitality Obtain a California Life, Accident, Health License. (company-sponsored) Obtain Securities licensing (company sponsored), such as SIE, Series 6 OR 7, and Series 63 OR 65. About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 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 the long-term success of clients. We're proud to be recognized by the following organizations Fortune 2024: World's Most Admired Companies Handshake 2025: Early Talent Award Forbes 2024: America's Best Employers for Diversity Seramount: 2024 Best Companies for Multicultural Women

Job Description Farmers Insurance is looking for a Hardworking, Outgoing, Fun, Entrepreneurial-minded candidate to join our team. Are you a self-driven individual with a passion for entrepreneurship and a desire to take control of your career? Look no further than the Farmers Insurance Protege Program. Designed for ambitious individuals seeking a path to agency ownership, this paid mentorship program offers hands-on training, mentorship from experienced agents, and the opportunity to learn the ins and outs of the insurance industry. We're seeking candidates who are eager to learn, adaptable, and ready to hustle to achieve their goals. Whether you're a recent graduate looking to launch your career or a seasoned professional seeking a new challenge, the Protege Program provides the support and resources you need to succeed. Join us and turn your aspirations into reality. Must have or be willing to obtain required insurance licenses. What we are looking for: Business Savvy Performance Driven Motivated Self-Starter Entrepreneurial Spirit Strong Communicator Skilled at Networking Digital Savvy Virtual Presence Farmers Offers: Comprehensive and award-winning training in all facets of the business Base with Bonus and Commission Opportunities! The wide portfolio of insurance products Many unique points of entry, including Acquiring existing Books of business Outstanding and unlimited earning potential Experienced, supportive staff with expertise in marketing and all product lines including Life, Commercial, and Workers Comp Flexible hours, with the ability to work from within your community Salary Range: $40,000.00 - $60,000.00 per year Benefits Monthly Bonuses Commission Requirements Previous experience in insurance, sales, customer service, or other related fields is preferred but not required Successfully pass a Background Check Ability to build rapport with clients Consultative sales approach Strong negotiation skills Excellent written and verbal communication skills Ability to prioritize and multitask Possesses strong management skills

Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty. Role Overview: Our local General Office is seeking a customer service professional to support our agents and management team. As a Service Representative, you'll work with our Partners to onboard new agents-overseeing the contracting process so they can begin selling New York Life insurance. You will be a steward of the onboarding process-assisting with turning candidates into ready-to-sell agents and keeping everything running smoothly for our Partners. What You'll Do: * Perform tasks in the contracting system to advance contracts along in the process. * Track background-check and fingerprint results; follow up with Partners; escalate issues as needed. * Review onboarding paperwork for completeness and accuracy; resolve data or documentation gaps. * Communicate with Partners to provide candidate status updates and answer questions * Process forms to ensure agents are integrated in our systems correctly * Assist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office. What You'll Bring: The role requires strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving, ensuring the smooth functioning of the organization. Required Skills: * Experience in a customer service and/or office administration * Clear, professional communication (phone and email) and strong stakeholder service * Meticulous data entry and document review; audit-ready attention to detail * Proficiency with Microsoft 365 (Word, Excel, Outlook, Teams); quick to learn new systems * Strong organization and time management; able to prioritize and meet SLAs * Discretion with sensitive information; compliance-first mindset Preferred Skills: * Associate or bachelor's degree * Experience in insurance/financial services, licensing/contracting, or new agent onboarding * Familiarity with background checks/fingerprinting workflows and basic FCRA concepts Training & Development Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills to be successful. Shift Information This is a full-time onsite position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM - 5:00 PM. Salary Competitive full-time base salary, overtime eligibility plus target bonus Benefits Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program Career Opportunities New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims Pay Transparency Salary Range: $45,000-$50,000 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 93198

Job DescriptionCareer Description: Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Training, Support and Professional Development: New York Life offers a comprehensive three year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established Agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice. You will be in business for yourself - but never by yourself . Job Types: Full-time, Contract Salary: $75,000. 00 - $125,000. 00 per year Benefits: 401(k) Dental insurance Flexible schedule Health insurance Vision insurance Ability to commute/relocate: Westlake Village, CA 91361: Reliably commute or planning to relocate before starting work (Required) Experience: Sales: 2 years (Preferred) Work Location: In person

Jr. Loan Officer - Reverse Mortgage Division We are looking for a motivated and driven Jr. Loan Officer with at least 2 years of experience in residential mortgage loan origination to join our expanding Reverse Mortgage Division. This is a full-time, hybrid position offering paid training, commission-based earnings, a comprehensive benefits package, and company-provided laptop and office equipment. As a Jr. Loan Officer, you will support and learn from a Senior Loan Officer while actively developing your sales skills and building a pipeline of professional referral partners within your local community. You'll be responsible for handling inbound corporate leads, performing basic loan calculations, and establishing new relationships with Financial Planners, Realtors, and other local professionals. Qualifications: Minimum 2 years of residential mortgage loan origination experience. NMLS licensed in California under DFPI (required). Proficient in Microsoft Office; experience with Salesforce is a strong plus. Prior experience with reverse mortgages or corporate lead handling is preferred. Key Responsibilities: Work under the guidance of a Senior Loan Officer to enhance performance and production. Engage in consistent outreach to Financial Planners, Realtors, and other referral partners through calls, visits, and networking events. Conduct internet research to identify new business opportunities and assist in problem-solving. Manage follow-ups and lead pipelines with professionalism and urgency. Maintain accurate documentation and utilize CRM tools effectively. Perform basic loan calculations and assist clients with understanding product options. Key Attributes: Resourceful in conducting online research and solving client or process issues. Self-motivated and organized, capable of managing time and tasks independently. Outgoing and confident, with the ability to build relationships quickly. Proactive, willing to make cold calls and initiate face-to-face outreach in the community. Detail-oriented, with strong numerical skills and attention to compliance. Coachable and collaborative, eager to grow under mentorship and contribute to a team environment. The Perks: Paid Training, $17.27 per hour base rate + Commission Growth Opportunities We are highly respected in our industry and growing our office with long term employees who are striving for a career. Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include: Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed. 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday) Multiple PPO Medical Plans, as well as HDHP eligible plan. Dental Coverage Vision Coverage Company Paid Life Insurance Additional Benefits including - Optional Life, FSA, Pet Insurance etc. 401K with a generous employer match Free Legal Services Employee Loan Program

Insurance Service Professional - New Business Processing **Hybrid work schedule: work in office 4 days, work from home 1 day** Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty. Role Overview: Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Customer Service Representative (CSR), you will support the agents practice by managing insurance policy applications as they move through the new business process. CSRs use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to expedite applications, make a change to an insurance policy, or help their client with a service request, you will be equipped to help them do so. What You'll Do: Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business process Assist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office. Answer incoming calls, greeting customers and potential agent candidates may be required What You'll Bring: Required Skills The ideal candidate should have 2 or more years of customer service and administrative experience Strong computer skills with proficiency in the Microsoft Office Suite Demonstrated ability to multitask effectively Strong written and verbal communication skills required Preferred Skills Associates, or Bachelor's degree preferred, or equivalent years of related experience Training & Development Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful. Shift Information This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM - 5:00 PM during the work week. Salary Competitive full-time base salary, overtime eligibility plus target bonus Benefits Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program Career Opportunities New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims. Pay Transparency Salary Range: $45,000-$50,000 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92637

New York Life's primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States. Every agent is affiliated with one of our General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales. Some agents operate their businesses out of our General Offices, while others maintain independent office locations. Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds. This position will support the Southern California GO. What You'll Do: * Drive, monitor and support New Org Agent retention and production efforts. * Properly implement NYLIC University's Blended Learning Curriculum and Critical Selling Skills Systems. This includes notifying Agents of course deadlines and virtual session offerings as well as preparation for the facilitated delivery of Group Instruction and Drill (GID) sessions / Skill Builders. * Understand NYLIC University Online. This includes system navigation for both Development Manager and Agent users, assigning scheduled offerings, assessment review and tracking and curriculum and regulated course reporting. * Understand and remain current with NYL Central implementation. Assure Agents are aware of and continuously trained to leverage new system features and functionalities upon release (specific to Sales Central and Marketing Central at this time). * Build partnerships with the General Office (GO) Field Management Team to assure the Field Development System (FDS) is implemented and executed effectively. This includes conducting and scheduling Field Observation and Demonstration (FOD) sessions with Agents (to assist with case preparation and the presenting/closing of sales), Agent Development Planning Meetings with the Field Management Team in addition to supporting Monthly and Annual Plan Meetings. * Lead National Prospecting Week efforts at the GO level to assure Agent prospecting activities are scheduled, planned and executed accordingly. * Channel, drive and promote sales initiatives and incentives with Agents, GO Field Management Teams and the Zone. Develop a solid knowledgebase of NYLIC products. * Work with the Managing Partner to ensure the complete and proper implementation of the FDS system in the General Office. This includes conducting Performance Review and Planning sessions with agents, conducting Agent Development Planning meetings with Partners and Managing Partners, assisting with Monthly Planning Meetings, and Annual Planning meetings. * Effectively train agents to gather names through prospecting process of referrals, social media mining, community events, and center of influence development. * Effective with technology to enable training and assistance in virtual environment. What You'll Bring: * Bachelor's Degree preferred * Two-time Council qualifier with a solid Life Case Rate (specific to internal applicants) or Previous PF2 experience * Valid State Life and Health Licenses * FINRA Registrations- Series 6 & 63 * Persuasive, Verbal and Written Communication Skills * Performance Management * Facilitating Groups * Coaching * Developing, Empowering and Influencing Others * Providing Motivational assistance * Goal, Impact and Result Oriented * Adaptability and Flexibility * Leading Change * Problem Solving * Planning and Strategizing * Ability to mentor other DMs * Demonstration of effective FOD and IDD * Can lead one on one Development Conversations with Partners Pay Transparency Salary Range: $60,000-$85,000 Overtime eligible: Exempt Discretionary bonus eligible: No Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92878

Job Description Exciting Opportunity- Financial Services Professional Do you embody the following traits? Competitive Creative Receptive to feedback Exceptional communicator Committed Authentic If you resonate with these qualities, you have the potential to thrive as a financial professional, positively impacting families daily. New York Life presents you with the opportunity to craft your career journey. As a member of a prominent Fortune 100 company in the financial industry, you will undergo thorough training covering key aspects such as marketing, CRM, and interpersonal skills. Supported by a dedicated team for development and sales assistance, New York Life is devoted to fostering your achievements. Benefits Full benefits for full-time agents, including: Medical, dental, vision, life, and disability insurance 401(k) and pension plans Sales incentives and recognition trips for top performers Comensation- 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 Responsibilities: Make a significant impact on the financial well-being of individuals, families, and small businesses throughout the country. Assist clients by providing peace of mind while guiding them through intricate financial obstacles like retirement planning and college savings. Present a variety of financial products and solutions, such as life insurance, annuities, and investment products, to help clients reach their financial objectives. Develop expertise and specialize in different areas like wealth management, estate planning, and business solutions while working as a financial advisor. Leverage digital tools provided by New York Life to effectively manage day-to-day operations and attract and retain clients in Santa Clarita, CA. Qualifications: Bachelor's degree preferred but not required. Strong communication skills and the ability to build relationships are crucial attributes required for this position. California Life & Health License (sponsored upon hiring). Securities Licensing (sponsored upon hiring). Applicants must have U.S. work Authorization to apply for this opportunity. About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 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 the long-term success of clients. We're proud to be recognized by the following organizations Fortune 2024: World's Most Admired Companies Handshake 2025: Early Talent Award Forbes 2024: America's Best Employers for Diversity Seramount: 2024 Best Companies for Multicultural Women

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager. Job Description/Position Responsibilities Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients Assist in developing and implementing marketing campaigns Assist in the development and maintain adequate marketing pipelines to meet revenue targets. Communicate new product and policy enhancements to FAs and branch staff Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners Required Experience: Minimum of 3 years of experience with an investment, commercial or private bank 2 years of client service, business development and/or Sales Desk experience Experience in understanding the financial needs of all types of clients Bachelor's degree preferred, or relevant work experience Skills/Abilities: Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products Excellent verbal and written communication skills Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results Ability to understand the financial needs of the retail brokerage clientele Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances Software proficiency (e.g., Word, Excel, PowerPoint) Demonstrate positive initiative, leadership and comfort working in a fast-paced environment Strong interpersonal collaboration and team skills including working with cross-functional teams WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. As a member of the Field Service organization within Wealth Management, the Training Specialist is also an extension of the market and regional teams that they support throughout the territories assigned to them. They are responsible for providing ongoing platform support to Financial Advisors and Service Professionals, focusing on key platform enhancements and rollouts as well as developing strategies to encourage continuous engagement and adoption on existing platforms. Key Responsibilities: Partner with Home Office, Regional and Market leadership teams to develop a platform engagement strategy and execution plan for territories assigned Lead virtual and/or in-person group sessions, workshop and/or one-on-one trainings on how to use new and existing platforms and reinforce messaging around why these platforms are important to practices and clients Offer continuous support, refresher sessions and regular communications to ensure teams remain proficient with platforms and focused on engagement and adoption Incorporate strategic priorities and messaging into all platform engagement responsibilities, such as driving efficiencies and enhancing the Morgan Stanley client experience Serve as a subject matter expert for a set of defined key platforms, while also providing general support for all other platforms Assist with new hire onboarding, ensuring seamless transitions into the firm Collaborate with key business partners across the firm to assist markets with additional platform support needs Regularly track key metrics and key performance indicators to remain focused on delivering results Share success stories with peers to drive a culture of collaboration and maximize impact Education and/or Experience: Minimum of 5 years' work experience in a field relevant to the position Active SIE, Series 7 (GS) and Series 66 (AG/RA) or willingness to work towards licensing College degree preferred Knowledge and Skills Required: Proven leadership and coaching abilities Technically proficient and quick learner of new platforms and changes Expert knowledge of basic personal computer, MS Office and internet applications Advanced knowledge of Wealth Management industry Excellent written and verbal communication skills to convey complex information effectively Ability to adapt communication style to suit different audiences and learning styles Exceptional organizational and time management skills to effectively manage schedules Ability to analyze data to identify opportunities and drive results Open to feedback and flexible to adjust approach based on feedback and evolving needs Ability to manage relationships, motivate and lead groups of people at various levels Team player, with the ability to also work independently Knowledge of adult learning principles a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $85,000 and $125,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley Investment Management ("MSIM") is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.5Tn of AUM with professionals located across 24 countries, with a proven long term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world class management teams. Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies' unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages. Morgan Stanley Private Credit ("MSPC") is the corporate credit-investing business within the Private Credit & Equity segment of Morgan Stanley Investment Management. MSPC manages investments on behalf of third-party institutional and high net worth investors across a number of funds and strategies. MSPC has pockets of capital focused on investing in privately negotiated senior secured debt, junior debt and mezzanine debt investments to middle market corporate issuers as well as select secondary market credit investment opportunities. Morgan Stanley Direct Lending ("MSDL") is a rapidly growing and the largest segment of Morgan Stanley Private Credit. The team closed its first transaction in the first quarter of 2020 has since grown to ~$20 billion of AUM and manages over 225 portfolio accounts. Almost all of the team's investing activities are focused on upper middle market private equity-controlled companies seeking club-executed unitranche financing. MSDL is looking for an Analyst or Associate to support the investment efforts of the credit investing platform. Responsibilities: * Work with senior and junior members of MSDL to conduct due diligence on new opportunities * Perform in-depth sector and company research and detailed financial modeling * Prepare credit investment memoranda * Assist with the negotiation of term sheets, commitment letters and credit documentation * Monitor portfolio company results as well assist with add-on financings and amendments * Bachelor's Degree * Strong academic record and job performance * Minimum of 2 years of relevant work experience, mix of Investment Banking and Private Credit experience preferred * Excellent PowerPoint, Word and Excel skills, including ability to independently create flowing, 3-statement financial projection models * Strong written and verbal presentation skills * Ability to work effectively on multiple projects in a fast-paced environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be $110,000 - $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Illinois- Salary range for the position: $110,000 - $225,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Today, Farmers Insurance Group of Companies is one of the country's largest insurers of vehicles, homes and small businesses and provides a wide range of other insurance and financial services products. Farmers is proud to serve more than 10 million households with more than 20 million individual policies across all 50 states through the efforts of over 50,000 exclusive and independent agents and nearly 24,000 employees. Job Description The Agency Business Consultant (ABC) position is designed for dedicated business coaches who can help Farmers agency owners drive growth in their business. Working for a district manager, these professionals typically conduct regular agency consultation visits where they assist agents in establishing business goals and developing strategies to execute on those goals. By providing ongoing coaching and support, Agency Business Consultants can help agents drive productivity and build bigger, faster and stronger Farmers agencies. Responsibilities Effective Agency Business Consultants work directly with new and full-time agents to provide guidance and assistance as agents develop their business plans. In addition, ABCs commonly provide personalized support to new Acquisition, Seed and Retail program agents, helping these capitalized agents to be successful from day 1! Evaluates, coaches and supports the progress of full-time agencies; analyzes current state and provides recommendations for increased productivity and profitability Assists individuals coming through new agent entry points, including assistance during the agents' deployment of new office locations with agency setup, business planning, and recommendations regarding effective marketing systems and training Conducts Career agent performance reviews and helps agents build their strategies to achieve their goals May conduct final interviews during the district manager's recruiting process, especially for highly capitalized agents Provides additional information to agents about the policies, practices and procedures of the Companies Qualifications Requirements Able to manage multiple objectives in a fast paced environment Prioritize activities to help agency owners drive return for their agency and district growth Strong time management skills that enhance productivity Listen effectively to best understand agency goals and motivational factors Previous business experience or business acumen to draw on during agency consultation visits Use problem solving abilities to help business owners establish and execute their goals Must pass a background check including (credit, criminal, regulatory and driving history) Must be licensed in Property & Casualty and Life & Health or willing to obtain ASAP Have the ability to be FINRA licensed and obtain 6, 63 & 26 licenses within time frame specified by District Manager) Additional Information All your information will be kept confidential according to EEO guidelines.

The Asset Management Analyst opportunity is open to candidates interested in San Francisco and/or Los Angeles. Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.6 trillion in assets under management or supervision as of December 31, 2024. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Morgan Stanley Real Estate Investing ("MSREI") is the global private real estate investment management business of Morgan Stanley. One of the most active property investors in the world for over three decades, MSREI employs a patient, disciplined approach through global value-add / opportunistic and regional core / core-plus real estate investment strategies. With 17 offices throughout the U.S., Europe and Asia, regional teams of dedicated real estate professionals combine a unique global perspective with local presence and significant transaction execution expertise. MSREI currently manages $53 billion of gross real estate assets worldwide on behalf of its clients. Job Description: As a member of Morgan Stanley Real Estate Investing's U.S. Asset Management team, the individual will play an integral role working with all senior staff members in fulfilling specific property and/or portfolio level responsibilities. Responsibilities will focus on providing analytical support for the asset management team utilizing Argus cash flow and Excel software. Primary Responsibilities: * Work directly with asset managers, leasing and property management teams on approximately 30 - 35 assets * Prepare cash flow analyses, including: sensitivity analyses, quarterly cash flow models, annual asset valuations and in-depth valuation and hold/sell analyses * Review and assist in preparation of budgets and preparation of strategic plans * Analyze and review leases * Prepare quarterly client reports * Coordinate and review third-party independent appraisals as well as preparation of internal valuations * Participate in ad hoc analyses * Assist with acquisition and disposition due diligence and asset financings Skills/Experience/Education Required: * BA/BS required * Three to four years of real estate experience required * Strong analytical and financial skills * Strong working knowledge of cash flow modeling; Argus * Strong oral and written communication skills * Knowledge of appraisal fundamentals * Ability to work within a team and under tight deadlines * High commitment, strong self-motivation, and proactive * Strong attention to detail * Ability to effectively prioritize and handle multiple tasks WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be $110,000 - $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. **Responsibilities:** + Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service + Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash + Identify referral opportunities for new products and services based on client's financial goals + Educate clients on digital and self-service opportunities offered by Citi + Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets + Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed + Maintain working knowledge of client accounts as well as new and existing products and services offered. + Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + Previous relevant experience preferred + Demonstrated sales and customer service experience + Money handling experience + Effective problem solving and communication skills + Ability to work well in a team oriented environment **Education:** + High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. The salary range provided in this posting is based on a 40-hour work week. ------------------------------------------------------ **Job Family Group:** Customer Service ------------------------------------------------------ **Job Family:** Branch Service ------------------------------------------------------ **Time Type:** Part time ------------------------------------------------------ **Primary Location:** Los Angeles California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $41,600.00 - $49,360.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. **The hourly rate corresponding to the annual range is:** $20.00 - $23.73 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 13, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

You're the brains behind our work… You're ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that success can't come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on your team and establish a long-term career here. At Citi, we value internal mobility, and career growth is not a question of if, but when. Citi is looking for Summer Analysts to join the Los Angeles Investment Banking team in North America. The Investment Banking group provides sector expertise and strategic advisory solutions, including mergers & acquisitions, capital raising and other strategic financings to corporate, financial service and public sector clients. We provide you with the knowledge and skills you need to succeed… We're committed to teaching you the ropes. The 10-week Summer Analyst Program starts in June and begins with a 1.5 week in-depth training program. While you're in the Summer Analyst role, you're eligible to participate in Citi's mentorship program, which will provide further training and guidance during and after the Program. Top performing Summer Analysts often return to Citi after graduation to work as Full Time Analysts. Your time here will look something like this… * Collect and analyze company information to assist transactions; including conducting industry research, revising, and organizing financial data * Analyze financial data and develop financial models including company valuations, discounted cash flow analysis, financing, and comparative analyses * Create and finalize new business development presentations * Coordinate tasks with internal and external working teams * Prepare required internal documentation e.g. control and compliance regulations. We want to hear from you if… * You are graduating between December 2027 and June 2028 and have a preferred GPA of 3.5 or above. Who we think will be a great fit… A dedication to learning and a true passion for the business are vital. As industries all over the globe continue to restructure and grow. We are hiring professionals who have a global perspective on the future of banking and want to make an impact on the corporate level. We value diversity and so do you. We'll also be looking for the following: * Commitment to personal growth and career development * A strong desire to learn and succeed in team environments * Knowledge of the global or domestic business landscape is a plus, but not required * Strong communication, planning, and organizational skills * Passion for client service and a dedication to deliver the best results on every project * Desire to develop a deep understanding of the financial industry * Unquestioned commitment to integrity and ethical decision-making. Annual Salary = $110,000 * ----------------------------------------------------- Job Family Group: Management Development Programs * ----------------------------------------------------- Job Family: Undergraduate * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Los Angeles California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $100,000.00 - $135,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Jan 16, 2026 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Job DescriptionJr. Loan Officer - Reverse Mortgage Division We are looking for a motivated and driven Jr. Loan Officer with at least 2 years of experience in residential mortgage loan origination to join our expanding Reverse Mortgage Division. This is a full-time, hybrid position offering paid training, commission-based earnings, a comprehensive benefits package, and company-provided laptop and office equipment. As a Jr. Loan Officer, you will support and learn from a Senior Loan Officer while actively developing your sales skills and building a pipeline of professional referral partners within your local community. You'll be responsible for handling inbound corporate leads, performing basic loan calculations, and establishing new relationships with Financial Planners, Realtors, and other local professionals. Qualifications: Minimum 2 years of residential mortgage loan origination experience. NMLS licensed in California under DFPI (required). Proficient in Microsoft Office; experience with Salesforce is a strong plus. Prior experience with reverse mortgages or corporate lead handling is preferred. Key Responsibilities: Work under the guidance of a Senior Loan Officer to enhance performance and production. Engage in consistent outreach to Financial Planners, Realtors, and other referral partners through calls, visits, and networking events. Conduct internet research to identify new business opportunities and assist in problem-solving. Manage follow-ups and lead pipelines with professionalism and urgency. Maintain accurate documentation and utilize CRM tools effectively. Perform basic loan calculations and assist clients with understanding product options. Key Attributes: Resourceful in conducting online research and solving client or process issues. Self-motivated and organized, capable of managing time and tasks independently. Outgoing and confident, with the ability to build relationships quickly. Proactive, willing to make cold calls and initiate face-to-face outreach in the community. Detail-oriented, with strong numerical skills and attention to compliance. Coachable and collaborative, eager to grow under mentorship and contribute to a team environment. The Perks: Paid Training, $17.27 per hour base rate + Commission Growth Opportunities We are highly respected in our industry and growing our office with long term employees who are striving for a career. Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include: Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed. 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday) Multiple PPO Medical Plans, as well as HDHP eligible plan. Dental Coverage Vision Coverage Company Paid Life Insurance Additional Benefits including - Optional Life, FSA, Pet Insurance etc. 401K with a generous employer match Free Legal Services Employee Loan Program Powered by JazzHR mj0w9280y8

The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. Responsibilities: * Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service * Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash * Identify referral opportunities for new products and services based on client's financial goals * Educate clients on digital and self-service opportunities offered by Citi * Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets * Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed * Maintain working knowledge of client accounts as well as new and existing products and services offered. * Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * Previous relevant experience preferred * Demonstrated sales and customer service experience * Money handling experience * Effective problem solving and communication skills * Ability to work well in a team oriented environment Education: * High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. The salary range provided in this posting is based on a 40 hour work week. * ----------------------------------------------------- Job Family Group: Customer Service * ----------------------------------------------------- Job Family: Branch Service * ----------------------------------------------------- Time Type: Part time * ----------------------------------------------------- Primary Location: Santa Monica California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $41,600.00 - $49,360.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. The hourly rate corresponding to the annual range is: $20.00 - $23.73 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Sep 23, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Morgan Stanley Investment Management (“MSIM”) is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.5Tn of AUM with professionals located across 24 countries, with a proven long term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world class management teams. Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies' unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages. Morgan Stanley Private Credit (“MSPC”) is the corporate credit-investing business within the Private Credit & Equity segment of Morgan Stanley Investment Management. MSPC manages investments on behalf of third-party institutional and high net worth investors across a number of funds and strategies. MSPC has pockets of capital focused on investing in privately negotiated senior secured debt, junior debt and mezzanine debt investments to middle market corporate issuers as well as select secondary market credit investment opportunities. Morgan Stanley Direct Lending (“MSDL”) is a rapidly growing and the largest segment of Morgan Stanley Private Credit. The team closed its first transaction in the first quarter of 2020 has since grown to ~$20 billion of AUM and manages over 225 portfolio accounts. Almost all of the team's investing activities are focused on upper middle market private equity-controlled companies seeking club-executed unitranche financing. MSDL is looking for an Analyst or Associate to support the investment efforts of the credit investing platform. Responsibilities: Work with senior and junior members of MSDL to conduct due diligence on new opportunities Perform in-depth sector and company research and detailed financial modeling Prepare credit investment memoranda Assist with the negotiation of term sheets, commitment letters and credit documentation Monitor portfolio company results as well assist with add-on financings and amendments Bachelor's Degree Strong academic record and job performance Minimum of 2 years of relevant work experience, mix of Investment Banking and Private Credit experience preferred Excellent PowerPoint, Word and Excel skills, including ability to independently create flowing, 3-statement financial projection models Strong written and verbal presentation skills Ability to work effectively on multiple projects in a fast-paced environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be $110,000 - $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Illinois- Salary range for the position: $110,000 - $225,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).