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Source One Financial Services Jobs (NOW HIRING)

Guttman Oil

Surface Fueler

Bridgeville, PA · On-site

Guttman Holdings prioritizes safety, service, and respect for our fellow employee owners, customers ... More information about Guttman Holdings and Source One can be found at www.source01.com. POSITION ...

Guttman Energy

Surface Fueler

Bridgeville, PA

Guttman Holdings prioritizes safety, service, and respect for our fellow employee owners, customers ... More information about Guttman Holdings and Source One can be found at www.source01.com. POSITION ...

ONE

Finance

$160K - $190K/yr

We're an all-in-one financial services platform that brings together banking, high-yield savings, credit cards, point-of-sale lending, investing, and crypto in one place. We also partner with ...

New York Life Insurance

Be Seen First

Financial Services Manager

Sunrise, FL · On-site

$60K - $285K/yr

At New York Life, we invest in you from day one. Our Accelerated Path to Management Program is designed to train you as a successful financial professional first, before seamlessly transitioning you ...

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Source One Financial Services information

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$25K

$65.2K

$132K

How much do source one financial services jobs pay per year?

As of Jun 6, 2026, the average yearly pay for source one financial services in the United States is $65,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $78,500.00 per year, depending on experience, location, and employer.

What is the difference between Source One Financial Services vs Loan Officer?

AspectSource One Financial ServicesLoan Officer
CertificationsMortgage licensing, NMLS registrationMortgage licensing, NMLS registration
Work EnvironmentFinancial services, mortgage lending firmsBanking institutions, mortgage companies
Industry UsageFinancial services, mortgage brokerageMortgage lending, banking

Both roles require mortgage licensing and work within the financial and mortgage industry. Source One Financial Services typically refers to a company providing mortgage and financial services, while a Loan Officer is an individual who evaluates and approves loan applications. The main difference lies in the role versus the organization. Loan Officers are the professionals working directly with clients, whereas Source One Financial Services is a company that employs such professionals.

What are some common challenges faced by professionals working at Source One Financial Services, and how can they be addressed?

Professionals at Source One Financial Services often encounter challenges such as adapting to evolving financial regulations, meeting client demands for personalized solutions, and balancing multiple projects with tight deadlines. Success in this role requires strong attention to detail, proactive communication with both clients and internal teams, and a commitment to ongoing professional development. Leveraging mentorship programs, participating in regular training sessions, and collaborating closely with colleagues can help address these challenges and foster professional growth.

What are the key skills and qualifications needed to thrive as a Financial Services Representative at Source One Financial Services, and why are they important?

To thrive as a Financial Services Representative, you need a solid understanding of financial products, regulatory compliance, and customer service, typically supported by a degree in finance or a related field. Familiarity with financial software systems, CRM platforms, and relevant certifications like FINRA Series 6 or 7 are often required. Excellent interpersonal skills, analytical thinking, and strong attention to detail help professionals build client trust and provide tailored financial solutions. These skills ensure accurate, compliant services and foster long-term client relationships essential for business success.

What are Source One Financial Services?

Source One Financial Services typically refers to a company or division specializing in providing financial solutions such as loans, leasing, and other financial products to individuals or businesses. These services often include auto financing, equipment financing, or tailored financial plans to meet specific client needs. The company acts as a financial intermediary, helping customers secure the best possible terms for their financial requirements. Source One Financial Services may also offer credit management and consulting to help clients make informed financial decisions.
Infographic showing various Source One Financial Services job openings in the United States as of May 2026, with employment types broken down into 1% Locum Tenens, 97% Full Time, 1% Part Time, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $65,227 per year, or $31.4 per hour.
Experienced Financial Services

Experienced Financial Services

New York Life

Dallas, TX

Full-time

Posted 8 hours ago

Job description

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

Job description

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

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

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

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

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

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

• Desire for continuous learning

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

Why New York Life?

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

Our extensive, agent-focused resources include:

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

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

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

• Dedicated underwriters who work diligently on cases

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

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

• Significant income potential

• Competitive l benefits, including a defined benefit pension plan and 401k1

About New York Life

We are among the strongest and most respected financial companies in America today, ranking #73 on the 2020 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). *Source: Independent Third Party Ratings Reports as of 9/12/2019. For over 66 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life companies.

New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity SMRU 1708927 (Exp. 9/1/21)

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

NorCal Orange logo

About NorCal Orange

Sourced by ZipRecruiter

Industry

Colleges, universities, and professional schools

Company size

11 - 50 Employees

Headquarters location

Syracuse, NY, US

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