Financial Services Professional

Financial Advisor Job DescriptionWe are seeking a highly motivated and experienced Financial Advisor to join our team at Franklin Savings Bank. As a Financial Advisor, you will be responsible for cultivating and growing our client base, drafting and delivering financial plans for review, and implementing financial plans under the supervision of our advisory...

Empower Customers with Access to Friendly, Fast, and Affordable FinancingAs a Consumer Loan Sales Specialist at OneMain, you will play a vital role in empowering customers by listening to their needs and providing access to financing for life's expenses. This role offers a unique opportunity to learn the lending and servicing business, allowing you to grow...

Unlock Your Potential as a Financial Services RepresentativePrudential Financial is seeking an experienced financial professional to join our team in the Rochester area. As a Financial Services Representative, you will have the opportunity to grow your career and business while helping individuals and families achieve their financial goals.Key...

Job DescriptionJob Title: Lead Financial AdvisorJob Summary: We are seeking a highly skilled and experienced Lead Financial Advisor to join our team at Thrivent Financial. As a Lead Financial Advisor, you will play a crucial role in guiding clients towards achieving their financial and investment goals.Key Responsibilities:Lead, mentor, and develop a team of...

Job SummaryThe Lead Advisor at Thrivent Financial plays a pivotal role in guiding clients towards achieving their financial and investment goals. This position requires a deep understanding of financial planning, investment strategies, and client relationship management.Key ResponsibilitiesLead, mentor, and develop a team of financial advisorsSet performance...

Job SummaryThrivent Financial is seeking a highly skilled Lead Financial Advisor to join our team. As a key member of our financial services practice, you will be responsible for leading a team of financial advisors and developing strategies to grow our client base and increase assets under management.Key ResponsibilitiesLead, mentor, and develop a team of...

Job SummaryThe Lead Financial Advisor plays a pivotal role in guiding clients towards achieving their financial and investment goals. This position requires a deep understanding of financial planning, investment strategies, and client relationship management.Key ResponsibilitiesLead, mentor, and develop a team of financial advisorsSet performance goals,...

Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture! Tell me more about this opportunity. Position Overview: This position supports various lending programs through professional, high-quality client service to internal and external clients. Primary responsibilities include transaction...

Financial Advisor Role at Equitable ServicesWe are seeking a talented Financial Advisor to provide comprehensive financial planning, investment advice, and portfolio management services to clients. As a Financial Advisor, you will utilize your knowledge and expertise to assess clients' financial goals and develop personalized financial plans.Key...

Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture! Tell me more about this opportunity. Position Overview: This position supports various lending programs through professional, high-quality client service to internal and external clients. Primary responsibilities include transaction...

Job OverviewWe are seeking highly motivated sales professionals to join our team at The WRS Group - Symmetry Financial. As a sales professional, you will have the opportunity to work with a variety of clients, providing them with life insurance solutions and helping them achieve their financial goals.Key Responsibilities:Develop and maintain relationships...

Client Accounting and Advisory Services refers to a range of accounting and financial services provided by Bowers CPAs & Advisors. These services include outsourced CFO, Controller and accounting services including budgeting, forecasting, financial analysis, and strategic planning; financial statement preparation; full-service bookkeeping; vendor bill...

Job OverviewAs an Account Associate with Sean Davern - State Farm Agent, you will play a key role in expanding our office's reach and bringing on new clients. Your primary objective will be to establish relationships with potential clients, build plans with them, and follow up as needed to bring them on board as customers. You will use a customer-focused,...

Unlock Your Potential as a Financial Representative TraineeAre you driven to succeed in the financial services industry? Mutual of Omaha is seeking highly motivated individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products...

Job DescriptionJob DescriptionOur organization is expanding, and we are looking to hire a B2B Sales Representative in Rochester, and the surrounding area. This position provides the opportunity for rapid income growth and advancement upon proven proficiency with our system.Who we are:We have built a nationally recognized sales organization headquartered in...

Responsive recruiter **Multiple Opportunities Available from NO-experience to YEARS** Benefits/Perks: Paid apprenticeship & tutoring for licensing* Flexible work schedule Paid vacation/holidays* Incentive-based pay and bonuses* Advancement opportunities Uniforms Company-provided vehicle (work truck) Company-provided equipment Professional development...

Job OverviewCoordinated Care Services, Inc. (CCSI) is seeking a highly skilled Senior Consultant, Accounting & Finance to join our team. As a Senior Consultant, you will be responsible for providing expert financial knowledge and skills to support both strategic and operational projects.Key ResponsibilitiesServe as Project Lead and/or Customer Relationship...

Overview: Monday- Friday - ONSITE Responsible for planning, managing, and leadership of the multi-disciplined product engineering team. Key responsibilities include: developing business and technology roadmaps that will lead to sustainable profitable growth, interfacing with shared services within the organization, and contributing to the overall...

Job OverviewAs a vital member of the Van Travis - State Farm Agent team, you will play a crucial role in our daily business operations and contribute to the success of our customers. This position is ideal for individuals who aspire to agency ownership, which can be achieved through the experience gained in this role and the Agent Aspirant program offered by...

Description d'emploi Tâches du titulaire En tant que membre de l’équipe Services bancaires personnels et PME, vous gérerez et développerez un portefeuille de clients spécialisés en gérant des relations clés, en créant des plans financiers complets et en fournissant un service client exceptionnel. À titre de Spécialiste en services...