Financial Services Specialist

1 week ago


Naples, Florida, United States Lake Michigan Credit Union Full time
Job Title:
Wealth or Financial Advisor

Primary 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 branches to meet clients and train branch staff. Maintain accurate records and files related to client interactions and correspondence.

Requirements:
A four-year college degree and three to five years of experience as a Financial Advisor. Possess the following licenses: 7, 66, and Life & Health for Florida.

About Us:

We're a not-for-profit institution, owned by our members, instead of corporate stockholders. As a credit union, we're accountable directly to our members, who share in our success and benefit from lower fees, better savings and checking interest rates, and lower-cost mortgages.

We're committed to doing what's best and right for our members, guiding everything we do. Our friendly, knowledgeable, and professional employees work together to offer stellar value at every turn, helping our members achieve their financial goals.

As an employee, you'll have the opportunity to grow and advance in your career, working with talented teams that help you become better each day. You'll have confidence in knowing your work is having an impact, supporting our mission of serving our members' lifetime financial needs.



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

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Digital Marketing Coordinator to join our team. As a Digital Marketing Coordinator, 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 digital...


  • Naples, Florida, United States Summit Financial Full time

    Client Services AssociateWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at Summit Financial. As a key member of our client services team, you will play a critical role in delivering exceptional client experiences and supporting the growth of our business.Responsibilities:Communicate effectively with clients...


  • Naples, Florida, United States Agency Services Full time

    Job OverviewWe are seeking a detail-oriented and organized Financial Specialist to oversee responsibilities related to both Accounts Payable and Receivable at Agency Services, a leading marketing and advertising company.The ideal candidate will play a key role in maintaining precise financial records, managing vendor and customer relationships, and ensuring...


  • Naples, Florida, United States Agency Services Full time

    Job OverviewAgency Services, a leading marketing and advertising company, is seeking a detail-oriented and organized Financial Operations Specialist to oversee responsibilities related to both Accounts Payable and Receivable.The ideal candidate will play a key role in maintaining precise financial records, managing vendor and customer relationships, and...


  • Naples, Florida, United States Summit Financial Resources, Inc. Full time

    Client Services AssociateWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at Summit Financial Resources, Inc. in Naples, FL. As a key member of our client services team, you will be responsible for providing exceptional support to our clients and ensuring their financial goals are...


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

    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...


  • Naples, Florida, United States Keller Executive Search Full time

    Job Title: Financial Advisor/Wealth SpecialistWe are seeking a highly skilled and experienced Financial Advisor/Wealth Specialist to join our team at Keller Executive Search. As a Financial Advisor/Wealth Specialist, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Develop and implement...


  • Naples, Florida, United States Collier Physicians Regional Medical Center Full time

    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...


  • Naples, Florida, United States Fifth Third Bank Full time

    About the RoleFifth Third Bank is seeking a highly skilled and experienced Wealth Management Advisor II to join our team. As a key member of our Private Bank, you will play a critical role in delivering exceptional client service and driving business growth.Key ResponsibilitiesSales and Business Development:Develop and execute a personal business plan to...


  • Naples, Florida, United States Keller Executive Search Full time

    Job Title: Financial Advisor/Wealth SpecialistWe are seeking a highly skilled and experienced Financial Advisor to join our team at Keller Executive Search. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to high net worth individuals.Key Responsibilities:Develop and implement strategies to attract new...


  • Naples, Florida, United States Moran Wealth Management Full time

    Job Title: Client Service SpecialistMoran Wealth Management is a leading Registered Investment Advisory firm that provides comprehensive financial solutions to its clients. As a Client Service Specialist, you will play a vital role in delivering exceptional client experiences and ensuring the smooth operation of our financial services.Key...


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

    Job Title: Digital Marketing CoordinatorAt PNC Financial Services Group, we are seeking a highly skilled Digital Marketing Coordinator to join our team. As a Digital Marketing Coordinator, you will play a key role in developing and implementing digital marketing strategies to drive online traffic, customer engagement, and revenue growth.Key...


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

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Digital Marketing Coordinator to join our team in Naples, FL.As a Digital Marketing Coordinator, you will be responsible for developing and implementing digital marketing strategies to drive online traffic, customer engagement, and revenue growth.Key Responsibilities:Develop and...


  • Naples, Florida, United States Lake Michigan Credit Union Full time

    About the RoleWe are seeking a highly skilled Financial Advisor to join our team at Lake Michigan Credit Union. As a Financial Advisor, you will be responsible for providing expert financial planning services and counseling clients on non-depository financial products and services.Key ResponsibilitiesPromote and sell non-depository financial products and...


  • Naples, Florida, United States Lake Michigan Credit Union Full time

    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...


  • Naples, Florida, United States Lake Michigan Credit Union Full time

    About the RoleThe Financial Advisor is responsible for providing financial planning services and counseling clients about non-depository financial products/services. This role requires a strong understanding of financial markets and products, as well as excellent communication and interpersonal skills.Key ResponsibilitiesPromote, sell, and service...


  • Naples, Florida, United States Lake Michigan Credit Union Full time

    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...


  • Naples, Florida, United States Check Cashing Stores Full time

    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...


  • Naples, Florida, United States Fidelity Investments Full time

    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...


  • Naples, Florida, United States Charles Schwab Full time

    Financial Consultant Partner OpportunityAs a Financial Consultant Partner at Charles Schwab, you'll be at the heart of the action, acting as a trusted partner to our Sr. Financial Consultants and their practice clients. You'll deepen new and existing client relationships, uncover business development opportunities, and learn from your Sr. FC all along the...