Financial Broker
3 days ago
McNally Financial Services is seeking a talented Financial Broker to join our team. This is a remote position based in San Antonio, TX 78201. Job Responsibilities: Manage brokerage accounts and provide financial advice Handle inbound inquiries and claims Generate referrals and manage reimbursement processes Build and maintain relationships with clients Job Requirements: FINRA Series 7 and or Series 65. Knowledge of regulations and compliance DEI Statement: At McNally Financial Services, we are committed to creating a diverse, equitable, and inclusive workplace. We believe that diversity drives innovation and success, and we welcome candidates from all backgrounds to apply. EEO Statement: McNally Financial Services is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Employment Type: Full Time Bonus/Commission: No
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Insurance Broker
3 weeks ago
San Antonio, Texas, United States PR Financial Full timeGrow with Us:We're seeking a talented Insurance Broker to join our team at PR Financial. As a key member of our organization, you'll play a crucial role in helping us expand into new territories.No prior sales or industry experience is required - we'll provide comprehensive training and support to ensure your success.Our Insurance Brokers enjoy a competitive...
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Mortgage Broker
2 weeks ago
San Antonio, United States Maverick Financial Group Full timeOur Client is a TEXAS Mortgage Company (broker) and they are growing! Client is seeking NMLS LICENSED loan officers and branches in the San Antonio, Texas market and surrounding areas. Razor sharp pricing, support and better than Retail Compensation (80% of brokered Comp is yours). If you're a correspondent loan officer or Retail loan officer or Branch...
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Life Insurance Sales Professional
2 weeks ago
San Antonio, Texas, United States PR Financial Full timeLife Insurance Broker RoleWe are seeking an experienced insurance professional to join PR Financial as an Advanced Life Insurance Broker. This role offers the opportunity to provide valuable advice and solutions to clients regarding their life insurance needs, helping to protect their loved ones and secure their financial future.Key ResponsibilitiesAssess...
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Insurance Broker
3 weeks ago
San Antonio, Texas, United States Metzen Agency Full timeJob OverviewWe are seeking a highly motivated and disciplined Insurance Broker to join our team at The Metzen Agency. This individual will be responsible for actively seeking out and engaging prospective customers, following our sales process and system to achieve success, and being coachable and ready to learn.The ideal candidate is passionate about helping...
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Associate Financial Advisor
5 days ago
Houston, TX, United States Financial Synergies Wealth Advisors Full timeCompany DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...
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Insurance Broker
3 weeks ago
San Antonio, Texas, United States Henrie Agency Full timeJob SummaryThe Henrie Agency is seeking a highly motivated and disciplined Insurance Broker to join our team. As a key member of our sales team, you will be responsible for actively seeking out and engaging prospective customers, following our sales process and system to find success, and being coachable and ready to learn.The ideal candidate is passionate...
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Junior Broker
5 days ago
Jacksonville, FL, United States Allure Creative Full timeCalling All Active Sales Professionals In the Greater Jacksonville Area Earning Less than $100k/yrWe are offering a guaranteed earnings of 6+ figures/yr in this role if you're willing and able to work 50+ hours/wkYou Will be Given Warm leads & Can Work 100% Remotely - No Cold Calling or Door Knocking Preffered Applicants Have Experience in Fields Like...
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Principal Broker
6 days ago
Ewa Beach, HI, United States Haseko (Hawaii), Inc. and Subsidiaries Full timeCompany DescriptionAt Haseko, High quality, passion, and a commitment to excellence are the cornerstones of our work. We have been developing residential, commercial, and resort properties in Hawaii for nearly 50 years, including luxury resorts, residential communities, commercial properties, and upscale condominiums on Oahu, Maui, Kauai, and the Big Island....
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Financial Advisor
6 days ago
Albuquerque, NM, United States Prevender Financial Services, LLC Full timeOur CompanyPrevender Financial Services, LLC was established in 2007 by Phil Prevender, CFP®. Phil career spans over 32 years in the industry. Along with his six other offices in New Mexico, the practice has over 150 years of combined experience in the financial services and wealth planning industry.Job SummaryWe believe that successful Financial Advisors...
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Financial Services Manager
3 weeks ago
San Diego, California, United States Independent Financial Group Full timeJob OverviewIndependent Financial Group, LLC (IFG) is a leading independent broker-dealer seeking a highly skilled Financial Services Manager to join their team. As a key member of the organization, this individual will be responsible for reviewing new accounts, account updates, and supporting documentation to ensure compliance and accuracy.The ideal...
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Senior Financial Analyst
1 month ago
San Diego, California, United States Voya Financial Full timeAbout the RoleVoya Financial is seeking a highly skilled Senior Analyst to join our team. As a Senior Analyst, you will be responsible for conducting fundamental research, developing insight into future fixed income/credit performance, and issuing well-supported, accurate recommendations to the firm.Key ResponsibilitiesProduce recommendations for the team...
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Financial Planner
7 days ago
Akron, OH, United States Valmark Financial Group Full timeJob SummaryThe Financial Planning Team's goal is to be an extension of our Member Offices' individual on-site teams and/or a reliable 3rd party consulting team to assist advisors with their financial planning needs. In this back-office role, you will develop expertise in the various aspects of Valmark's proprietary financial planning processes as well as...
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Centralized Financial Planner
4 weeks ago
San Diego, California, United States Cetera Financial Group Full timeJob Title: Centralized Financial PlannerJoin Cetera Financial Group, a leading network of independent retail broker-dealers, as a Centralized Financial Planner. In this role, you will be responsible for providing consultative financial planning to our financial advisors, working closely with our network of financial advisors and paraplanners to construct and...
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Junior Finance Broker
6 days ago
Cincinnati, OH, United States ECP Business Capital Full timeAbout the role:(ENTRY LEVEL) - NEW OFFICE LOCATIONECP Business Capital is a rapidly growing financial sales marketplace here in Cincinnati, OH that provides capital solutions to small businesses across the United States. We are urgently hiring Junior Brokers to join our team and assist with the growth of our sales floor and the entire company. We are excited...
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Manager, Financial Operations
7 days ago
Dallas, TX, United States Innovayte Full timeJOB OVERVIEW The Manager, Financial Operations is responsible for producing financial regulatory reports and supervising assigned staff that support this function. Serve as liaison supporting external auditors and regulatory bodies regarding financial regulatory reporting and oversee compliance with the SEC Financial Responsibility Rules. This role reports...
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Supervision Specialist
6 days ago
Dallas, TX, United States Cetera Financial Group Full timeCetera Financial Group is currently seeking a Supervision Specialist for Cetera Investment Services. This is a unique opportunity to help advisors by making them aware of sales practice issues from a supervision perspective.This is a hybrid role, two days weekly in the office.What you will do:Timely review of surveillance and suitability determinations for...
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Financial Professional
3 weeks ago
San Antonio, Texas, United States New York Life Insurance Company Full timeUnlock Your Potential with New York LifeAs a Financial Professional with New York Life, you'll have the opportunity to grow your practice with the backing of a Fortune 100 company. Our company is a leader in the financial services industry, with a strong foundation for your success.Wide Range of ProductsWith New York Life, you can offer diverse products and...
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Reinsurance Broker Intern
7 days ago
Edina, MN, United States Howden Re Full timeHowden Re is the global reinsurance broker and risk, capital, & strategic advisor focused on relentless innovation & superior analytics for top client service. As a Reinsurance Broker Intern, you will work on the North American Reinsurance Team - learning more about reinsurance broking, risk mitigation solutions, contract negotiation, portfolio management,...
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Financial Advisor
5 days ago
San Diego, United States Priority Financial Group Full timeRole: Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and services....
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Financial Advisor
3 months ago
San Ramon, United States Summit Financial Group, LLC Full timeAbout Us: Summit Financial Group is a high-touch, wealth management firm located in San Ramon, CA with over 3B in management and 20 + years of experience. We pride ourselves on being a community of like-minded peers, learning together and sharing insights and best practices. Our mission is to champion advisors by providing the resources and support needed to...