Financial Services Professional

About the Role:The Financial Advisor position at Lake Michigan Credit Union is responsible for providing expert financial planning services and counseling clients on non-depository financial products and services.Key Responsibilities:Promote and sell non-depository financial products to clients.Ensure compliance with broker/dealer and insurance company...

Financial Representative RoleWe are seeking a skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch team, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients, providing personalized...

About this Role:The Financial Advisor is responsible for delivering financial planning services and counseling clients on non-depository financial products and services. With a focus on providing exceptional client experiences, the ideal candidate will possess strong communication and interpersonal skills, as well as a deep understanding of financial markets...

Job OverviewMomentum Financial Services Group is seeking a highly motivated and results-driven Financial Service Representative to join our team. As a key member of our sales team, you will be responsible for promoting our financial products and services to meet the short- and long-term financial goals of our customers.Key Responsibilities:Deliver results on...

Job DescriptionWe are seeking a highly skilled Digital Marketing Coordinator to join our team at PNC Financial Services Group. As a key member of our marketing team, you will be responsible for developing and implementing digital marketing strategies to drive online traffic, customer engagement, and revenue growth.Key Responsibilities:Develop and implement...

Job Title: Client AssociateAt Moors & Cabot Inc, we are seeking a highly motivated and detail-oriented Client Associate to join our team. As a Client Associate, you will play a critical role in delivering exceptional client service and supporting the success of our financial professionals.Key Responsibilities:Provide exceptional client service through direct...

Job Title: Wealth or Financial AdvisorPrimary Responsibilities: Provide financial planning services and counsel clients on non-depository financial products and services.Key Responsibilities: Promote and sell non-depository financial products, following broker/dealer and insurance company policies and procedures. Conduct financial planning seminars and visit...

{"About the Role": "Modern Woodmen of America is a fraternal financial services organization dedicated to helping individuals achieve their financial goals. As a financial representative, you will excel in serving both clients and communities by creating tailored financial plans that illustrate members' current situations, outline their future aspirations,...

Summary:An exciting and growing independent wealth management firm in Naples, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. Want to work with a dynamic and growing company? How about an environment that values collaborative work, with a dose of autonomy and focus to ultimately help clients...

Summary:An exciting and growing independent wealth management firm in Naples, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. Want to work with a dynamic and growing company? How about an environment that values collaborative work, with a dose of autonomy and focus to ultimately help clients...

Job SummaryMusca Law is seeking a highly skilled Controller to join our team. The ideal candidate will have experience managing Accounts Payable, Accounts Receivable, and multiple entity bookkeeping. Additionally, the successful candidate will be proficient in QuickBooks and have experience with Yardi, as well as proficiency in Windows 10 and Office365...

About the Role: We're seeking a highly skilled Member Service Representative to join our team at Lake Michigan Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, educating them on our products and services, and helping them achieve their financial goals.Key Responsibilities:Provide members...

Job SummaryWe are seeking a highly skilled and motivated Financial Services Producer to join our team. As a key member of our finance department, you will be responsible for coordinating the sale of finance and insurance programs to customers.Key ResponsibilitiesSell financing and insurance to customers, ensuring a seamless and transparent process.Review...

Financial Counselor Role at Collier Physicians Regional Medical CenterThis position involves working with health insurance providers to determine coverage and benefit limits. Key responsibilities include advising patients on procedure costs and alternative sources of funding. Additionally, the role may involve arranging for referrals or second opinions. The...

Job OverviewFYIsoft is a leading provider of feature-rich financial reporting solutions. We are seeking an experienced Implementation and Technical Support Specialist to join our team.Salary Range$80,000 - $120,000 per year, based on experience and qualifications.Key ResponsibilitiesImplementation: Assess customer requirements, install and configure our...

Job Title: Financial Solutions AdvisorJob Summary:We are seeking a highly skilled Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key Responsibilities:Triage client leads...

Job Summary:We are seeking a highly skilled Digital Marketing Coordinator to join our team at PNC Financial Services Group. As a Digital Marketing Coordinator, you will be responsible for developing, implementing, and managing digital marketing strategies to drive online traffic, customer engagement, and revenue growth.Key Responsibilities:Strategy...

Job SummaryAs a Personal Banker at PNC Financial Services Group, Inc., you will play a vital role in strengthening customer relationships and identifying opportunities to improve their financial well-being. This position is based in the Retail Branch Banking Network, where you will engage with customers to understand their financial needs and provide...

Job Title: CFO/ControllerReports To:CEOJob Summary: As the Chief Financial Officer (CFO) at Wire Experts Group, you will play a pivotal role in shaping our financial strategy and ensuring the long-term financial health and success of the company. Reporting directly to theCEO, you will be responsible for overseeing all aspects of financial management,...

Job DescriptionCitizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing personalized financial planning and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for clients, taking...