Financial Services Specialist

3 weeks ago


Jacksonville, Florida, United States New York Life Insurance Full time
About the Role

New York Life Insurance Company, a mutual organization with a 179-year history of commitment to social responsibility, is seeking a Financial Services Professional in Metro Jacksonville.

This full-time on-site position involves providing financial planning, retirement planning, and financial services to clients on a daily basis. The successful candidate will be responsible for developing and implementing comprehensive financial strategies to help individuals achieve their long-term goals.

The ideal candidate will possess strong analytical and problem-solving skills, as well as excellent interpersonal and communication skills. A bachelor's degree in Finance, Business, Economics, or a related field is preferred, along with relevant certifications such as CFP or CFA.

Estimated Annual Salary: $60,000 - $80,000, depending on experience and qualifications.



  • Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    Are you a detail-oriented and organized individual looking for a new challenge? We are seeking a Financial Operations Specialist to join our team at Triad Financial Services, Inc.Job SummaryThis role involves coordinating financial operations, managing data entry, and preparing reports. The ideal candidate will have a Bachelor's degree in finance or...


  • Jacksonville, Florida, United States PNC Financial Services Group Full time

    About This OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Part Time Teller. As a member of our Retail Branch organization, you will be responsible for delivering exceptional customer experiences, accurately processing high-volume transactions, educating customers on new technologies, and developing banking...


  • Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    Triad Financial Services, Inc. OverviewWe are a dynamic and innovative company dedicated to providing top-notch financial services and solutions to clients worldwide. Our mission is to deliver exceptional results while fostering a collaborative work environment.


  • Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    Triad Financial Services, Inc. is a leading provider of financial solutions in the Manufactured Home industry.Job OverviewWe are seeking a dedicated Accounting Administrator to join our growing team in Jacksonville, FL.The ideal candidate will have a Bachelor's degree in finance or accounting and some prior work experience in the financial services...


  • Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    About Our Company:Triad Financial Services, Inc. is a leading provider of financial services and solutions serving clients worldwide. We are committed to excellence and innovation in our field.Job Description:As a Data Entry Associate, you will process loan applications, evaluate credit worthiness, communicate with parties, assign work to other associates,...


  • Jacksonville, Florida, United States Globe Life AIL: Ron Rentner Full time

    We are seeking a skilled Financial Services Specialist to join our team at Globe Life AIL. In this role, you will be responsible for selling life insurance products and services, with an estimated first-year income of $85,000-$155,000.About the Opportunity:Sell life insurance products and services to prospective customers.Develop relationships with prospects...


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    Financial Services CoordinatorTriad Financial Services Inc. is seeking a detail-oriented and organized Financial Services Coordinator to support our growing team. In this role, you will process loan applications, evaluate credit worthiness, and assign tasks to other team members as needed. Your expertise in MS Office, particularly Excel, Word, and Outlook,...


  • Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    Job OverviewTriad Financial Services, Inc. is a leading provider of financial services and solutions, serving clients worldwide.We are seeking a highly motivated and skilled Document Specialist to join our growing team.


  • Jacksonville, Florida, United States Olsen Financial Group Full time

    Job Overview:Olsen Financial Group is a leading provider of life insurance solutions, seeking a motivated individual to join our team as a Remote Financial Services Consultant.The ideal candidate will be responsible for following up with client requests, presenting customized plans, and providing exceptional customer service.Our proven system has yielded...


  • Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    Job Responsibilities">Collect and review borrower documents, including income verification, credit reports, and property information, to ensure completeness and accuracy.Process loan files in compliance with company policies, regulatory guidelines, and investor requirements.Communicate with customers to request additional documents or information, provide...


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    Key Responsibilities: As a Mortgage Underwriter at Triad Financial Service Inc., your key responsibilities will include:• Evaluating and underwriting mortgage loan applications to ensure compliance with company policies, regulatory guidelines, and investor requirements• Assessing borrowers' financial profiles, property information, and loan documentation...


  • Jacksonville, Florida, United States RADIFI FEDERAL CREDIT UNION Full time

    We are seeking a Financial Solutions Specialist to join our team at RadiFi Federal Credit Union. In this role, you will be responsible for originating and closing all loan types, presenting RadiFi products and services to meet member needs for financial success, and assisting in the growth of business lines.As a Financial Solutions Specialist, you...


  • Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    About the RoleThe Mortgage Servicing Compliance Specialist is responsible for ensuring compliance with Federal and State regulations. We're seeking an experienced professional with a strong understanding of industry standards, regulations, and laws surrounding Mortgage Servicing.Responsibilities:Work closely with the Mortgage Servicing team to ensure...


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    Job DescriptionWe are seeking a highly motivated Data Entry Associate to join our team at Triad Financial Service Inc. As a key member of our operations team, you will play a crucial role in processing loan applications, maintaining accurate records, and communicating effectively with internal and external clients.About the Role- Work in a fast-paced...


  • Jacksonville, Florida, United States Global Financial Impact - Marco Esquivel Full time

    Company OverviewAt Global Financial Impact, we are dedicated to empowering individuals to achieve their financial goals. Our team of experts provides guidance and support to help clients navigate the complexities of financial planning.


  • Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    **About the Role:** Compliance Specialist for Mortgage Lending OperationsAt Triad Financial Services, Inc., we are committed to delivering exceptional service to our clients while maintaining the highest standards of compliance. As a Compliance Specialist for Mortgage Lending Operations, you will be responsible for ensuring that our mortgage lending...


  • Jacksonville, Florida, United States Randstad US Full time

    We are seeking highly skilled Financial Services Representatives to join our team at Randstad US. As a Customer Support Specialist, you will play a crucial role in delivering exceptional customer experiences and ensuring the success of our clients.About the Role:This is a fantastic opportunity to work with a leading financial services company and contribute...


  • Jacksonville, Florida, United States RADIFI FEDERAL CREDIT UNION Full time

    Job DescriptionThe ideal candidate will possess excellent communication skills, be knowledgeable about our products and services, and have a passion for delivering outstanding customer experiences. In this role, you will:Provide personalized support to members, addressing their needs and concerns in a prompt and professional manner.Collaborate with...


  • Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    About the RoleWe are looking for a motivated and detail-oriented individual to fill the position of Financial Data Entry Clerk. As a key member of our team, you will be responsible for processing loan applications, communicating with clients, and maintaining accurate records. If you have a strong understanding of financial procedures and excellent...


  • Jacksonville, Florida, United States Compass Rose Foundation Full time

    Job OverviewCompass Rose Foundation, a trade and technical school located in Jacksonville, Florida, is seeking a skilled professional to fill an open position as a Financial Services Coordinator.The ideal candidate will be the primary student contact for prospective students, providing guidance on the phone, via email, and in person. Key responsibilities...