Financial Services Professional
3 weeks ago
At Lighthouse Credit Union - Northeast Credit Union, we are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in providing exceptional service to our members by offering expert financial guidance and advice.
Key Responsibilities:- Meet and profile prospective clients to understand their financial needs and goals.
- Develop and implement personalized financial plans to help clients achieve their objectives.
- Provide ongoing support and guidance to clients, including regular reviews and updates.
- Collaborate with internal teams to ensure seamless delivery of financial services.
- Stay up-to-date with industry trends and developments to maintain expertise and provide the best possible service to clients.
- Strong communication and interpersonal skills.
- Ability to build rapport with clients and understand their financial needs.
- Excellent problem-solving and analytical skills.
- Strong knowledge of financial products and services.
- Ability to work in a fast-paced environment and prioritize multiple tasks.
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.
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Financial Services Professional
2 weeks ago
Portsmouth, Virginia, United States Raven Ridge Full timeFinancial Advisor CFPSeeking a seasoned Financial Advisor with CFP certification to join our team at Raven Ridge. This is an excellent opportunity for experienced professionals in Financial Services, Wealth Management, or Investments to take on an Account Management and Client Retention focused role.ResponsibilitiesDevelop and implement investment and...
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Financial Services Professional
4 weeks ago
Portsmouth, Virginia, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial RepresentativeNorthwestern Mutual is seeking talented professionals to join our team as Financial Representatives in Portsmouth, NH. In this role, you will have the opportunity to help clients achieve their financial goals and secure their future through personalized financial planning strategies.Key...
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Financial Services Professional
3 weeks ago
Portsmouth, Virginia, United States Raven Ridge Full timeFinancial Advisor CFP Job DescriptionRaven Ridge is seeking a highly skilled Financial Advisor CFP to join our team. As a Financial Advisor CFP, you will work with clients to develop and implement personalized financial plans, providing expert guidance on investment and wealth management strategies.Responsibilities:Develop and implement comprehensive...
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Financial Services Professional
3 days ago
Portsmouth, Virginia, United States Modern Woodmen Full timeUnlock Your Potential with Modern WoodmenSnap out of your routine and discover a career that's truly worth sharing. At Modern Woodmen, we're not just looking for employees - we're seeking like-minded individuals who share our passion for making a difference in people's lives.What Sets Us ApartAutonomy and control over your careerOpportunities for growth and...
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Financial Services Coordinator
3 weeks ago
Portsmouth, Virginia, United States International Search Consultants Full timeClient Service AnalystInternational Search Consultants is seeking a highly skilled Client Service Analyst to join their team in the Greater Boston Area. As a Client Service Analyst, you will play a critical role in providing exceptional client service and ensuring the timely and accurate processing of financial transactions.Key Responsibilities:Partner with...
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Financial Services Coordinator
3 weeks ago
Portsmouth, Virginia, United States International Search Consultants Full timeClient Service AnalystInternational Search Consultants is seeking a highly skilled Client Service Analyst to join their team in the Greater Boston Area. As a Client Service Analyst, you will play a critical role in providing exceptional client service and ensuring the timely and accurate processing of financial transactions.Key Responsibilities:Partner with...
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Financial Services Coordinator
1 week ago
Portsmouth, Virginia, United States International Search Consultants Full timeClient Service AnalystInternational Search Consultants is seeking a highly skilled Client Service Analyst to join their team in the Greater Boston Area. As a Client Service Analyst, you will play a critical role in providing exceptional client service and ensuring the timely and accurate processing of financial transactions.Key Responsibilities:Partner with...
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Financial Planner
3 weeks ago
Portsmouth, Virginia, United States Equitable Advisors LLC Full timeFinancial Advisor RoleWe are seeking a skilled Financial Advisor to collaborate with our clients in developing and implementing tailored financial strategies to achieve their objectives. The ideal candidate will possess a Bachelor's degree in business or finance, a proven track record of establishing successful and long-term advising relationships, and...
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Home Health Care Professional
3 weeks ago
Portsmouth, Virginia, United States Professional Case Management Full timeMake a Difference in the Lives of OthersHiring Home Health Aides in OhioAt Professional Case Management, we are dedicated to providing exceptional in-home healthcare services to those who need it most. As a Home Health Aide, you will have the opportunity to make a real difference in the lives of our clients, enhancing their health, quality of life, and peace...
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Financial Planner
1 week ago
Portsmouth, Virginia, United States Equitable Advisors - Southern New Hampshire Full timeFinancial Advisor Job DescriptionWe are seeking a seasoned Financial Advisor to collaborate with our clients in crafting and implementing tailored strategies to achieve their financial objectives. The ideal candidate will possess a Bachelor's degree in business or finance, a proven track record of establishing successful and long-term advising relationships,...
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Financial Planner
24 hours ago
Portsmouth, Virginia, United States Equitable Advisors - Southern New Hampshire Full timeWe are seeking a seasoned Financial Advisor to collaborate with our clients in crafting and implementing tailored strategies to achieve their financial objectives. The ideal candidate will possess a Bachelor's degree in business or finance, a proven track record of establishing successful and long-term advising relationships, and exceptional communication...
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Financial Planning Specialist
3 days ago
Portsmouth, Virginia, United States Equitable Advisors LLC Full timeFinancial Planning Specialist **Job Summary** We are seeking an experienced Financial Planning Specialist to assist our clients in designing and implementing strategies to achieve their financial goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising...
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Senior Tax Consultant
3 weeks ago
Portsmouth, Virginia, United States Masis Professional Group Full timeJob Title: Certified Public AccountantWe are seeking a highly skilled Certified Public Accountant to join our team at Masis Professional Group. As a key member of our accounting team, you will be responsible for providing expert tax planning and consulting services to our clients.Responsibilities:Perform comprehensive compilations and reviews of financial...
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Senior Tax Consultant
3 weeks ago
Portsmouth, Virginia, United States Masis Professional Group Full time{"Company Overview": "At Masis Professional Group, we pride ourselves on delivering high-quality service promptly and at an affordable price. Our firm is built on flexibility and being available when our clients need us. As professional advisors, we align our goals with those of our clients, ensuring that their success means our job is complete.",...
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Financial Relationship Manager
1 month ago
Portsmouth, Virginia, United States Citizens Full timeJob DescriptionWe are seeking a skilled Financial Relationship Manager to join our team at Citizens. As a key member of our branch, you will be responsible for building and maintaining strong relationships with our customers, providing them with trusted advice and guidance on their financial needs.Key Responsibilities:Develop and maintain a deep...
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Financial Advisor
3 days ago
Portsmouth, Virginia, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping our clients achieve their financial goals through comprehensive and innovative financial planning. As a Financial Advisor, you'll have the opportunity to build a business that aligns with your long-term vision and goals.Key Responsibilities:Grow your client base by...
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Financial Planning Specialist, Concord NH
3 days ago
Portsmouth, Virginia, United States Lighthouse Credit Union - Northeast Credit Union Full timeLeadership PhilosophyAt Lighthouse Credit Union, we believe in empowering individuals to achieve their financial goals. Our leadership philosophy is built on the principles of collaboration, innovation, and a commitment to excellence.Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team in Concord, NH. As a Financial...
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Social Services Professional
2 days ago
Portsmouth, Virginia, United States Bon Secours Full timeJob Summary:We are seeking a skilled Social Worker to join our team at Bon Secours. As a Social Worker, you will provide direct patient care and work collaboratively with healthcare professionals to ensure the best possible outcomes for our patients. Key Responsibilities:Provide individual and family psychotherapyFacilitate group sessions and participate in...
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Travel Healthcare Professional
2 days ago
Portsmouth, Virginia, United States Cephas Consultancy Services Private Limited Full timeJob OverviewAt Cephas Consultancy Services Private Limited, we are committed to providing high-quality healthcare professionals to meet the ever-growing staffing needs within the industry. Our professionals are compliant with federal, state, and organizational credentials, ensuring our clients, patients, and healthcare professionals have peace of mind.We...
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Director of Financial Planning and Analysis
3 weeks ago
Portsmouth, Virginia, United States Galvion Full timeJob Opportunity:Galvion is seeking an accomplished professional to join our team as Director, Financial Planning & Analysis. This role will lead our Annual Budget, drive our Monthly Reporting and Forecasting activities, and keep senior leadership and the Board of Directors abreast of the organization's financial status.Key Responsibilities:• Analyze data,...