Financial Services Consultant
4 days ago
Erik Hosking - State Farm Agent seeks a talented Financial Services Representative to join our team. As a key member of our agency, you will market and sell financial products that manage everyday risks. Your expert knowledge of financial services and sales skills will make you an invaluable resource to customers.
About the Role:
This is a career-defining opportunity for individuals with strong analytical and communication skills. You will work closely with clients to provide financial planning and investment advice, conduct financial reviews, and recommend suitable products. If you are passionate about helping people achieve their financial goals, this could be the perfect role for you.
What We Offer:
A competitive $60,000 - $80,000 per year salary, opportunities for advancement, paid time off, training and development, and wellness resources. If you have 3+ years of experience in financial services and hold FINRA Series 7 and 63 licenses, we encourage you to apply.
Responsibilities:
- Provide clients with personalized financial planning and investment advice.
- Assist clients with portfolio management and asset allocation.
- Conduct thorough financial reviews and recommend suitable products.
- Maintain compliance with financial regulations.
-
Business Consultant for Microsoft ERP Solutions
1 month ago
Little Chute, Wisconsin, United States Heartland Business Systems, LLC Full timeJob SummaryThis position is responsible for delivering high-quality business consulting, implementation, and support services focused on Microsoft ERP solutions to Heartland's clients.Key ResponsibilitiesGather information, analyze options, and architect integrated technology solutions to address business problems.Train users on Microsoft ERP Solutions and...
-
Strategic Business Consultant
1 week ago
Little Chute, Wisconsin, United States Heartland Business Systems, LLC Full timeJob SummaryWe are seeking an experienced ERP Consultant II to join our team at Heartland Business Systems, LLC. As a key member of our implementation team, you will be responsible for providing business consulting, implementation, and support services focused on Microsoft ERP solutions.The ideal candidate will have 6+ years of experience working with...
-
ERP Implementation Specialist
4 weeks ago
Little Chute, Wisconsin, United States Heartland Business Systems, LLC Full timeJob OverviewWe are seeking a highly skilled ERP Implementation Specialist to join our team at Heartland Business Systems, LLC. In this role, you will be responsible for providing business consulting, implementation, and support service activities focused on Microsoft ERP solutions and related third-party products.About the JobThe ideal candidate will have 6+...
-
State Farm Agent Team Member
4 days ago
Little Chute, Wisconsin, United States Erik Hosking - State Farm Agent Full timeYour Career Path:As a Financial Services Representative at Erik Hosking - State Farm Agent, you will embark on a rewarding career journey. With a competitive salary range of $60,000 - $80,000 per year, you will enjoy a stable income and opportunities for professional growth. Our agency provides a supportive environment where you can develop your skills and...
-
Data Engineer Team Lead
4 weeks ago
Little Chute, Wisconsin, United States Heartland Business Systems, LLC Full timeJob Title:Senior Data Engineer IAbout the Role:We are seeking an experienced Senior Data Engineer to join our team at Heartland Business Systems, LLC. As a key member of our Data Team, you will be responsible for designing, building, and integrating data infrastructure solutions that meet the needs of our clients.Salary Estimate:$115,000 - $140,000 per year,...
-
Window and Door Sales Specialist
1 month ago
Little Chute, Wisconsin, United States MacArthur Co Full timeAs a nationwide leader in building materials distribution, MacArthur Co. is seeking a qualified individual to join our team as an Exterior Product Sales Consultant at our Little Chute, WI branch.The ideal candidate will have strong organizational skills and a commitment to learning and servicing customers.We offer a competitive salary range of $45,000 -...
-
Customer Success Consultant
2 weeks ago
Little Rock, Arkansas, United States BMO Financial Full timeBMO Financial Group is a leading financial institution that values its customers and strives to provide them with the best possible experience.We are currently seeking a Customer Success Consultant who will be responsible for delivering exceptional customer service and ensuring that our customers' needs are met.The ideal candidate will have a strong...
-
Financial Services Specialist
4 weeks ago
Little Rock, Arkansas, United States Jamison Professional Services Full timeJob SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at Jamison Professional Services, Inc. in Little Rock, AR.About the RoleThe ideal candidate will have 0-1 years of experience and a high school degree or equivalent. They will be responsible for reviewing invoices and statements, reconciling accounts, and maintaining...
-
Financial Services Specialist
6 days ago
Little Rock, Arkansas, United States Frost PLLC Full timeAbout the RoleFrost PLLC is a leading provider of audit and financial services. We are seeking a highly motivated Audit Intern to join our team and contribute to our success.As an Audit Staff, you will work closely with experienced audit staff and partners to provide growth and learning opportunities. The successful candidate will be responsible for...
-
Bookkeeping and Financial Services Professional
2 weeks ago
Little Rock, Arkansas, United States Jamison Professional Services, Inc. Full timeJob Summary:We are seeking a highly motivated and detail-oriented Bookkeeping and Financial Services Professional to join our team at Jamison Professional Services, Inc. in Little Rock, AR. As a Bookkeeping and Financial Services Professional, you will be responsible for performing various bookkeeping tasks, including processing financial transactions,...
-
Little River, South Carolina, United States Callie Wise - State Farm Agent Full timeJob OverviewAs a Financial Services Consultant with Callie Wise - State Farm Agent, you will play a crucial role in helping our business grow through value-based conversations and remarkable customer experiences.Estimated SalaryWe offer an estimated annual salary of $60,000 to $80,000, plus commission/bonus opportunities, making this a rewarding career...
-
Service Coordinator | Active Consulting
2 months ago
Little Rock, United States Benchmark Human Services Full timeApply Job Type Full-time Description Benchmark Human Services has grown to become one of the most respected organizations in the country in the areas of intellectual and developmental disabilities (IDD) and behavioral health. We work with people at home, work, and in the community through residential, employment, crisis response, recovery,...
-
Financial Services Consultant
4 days ago
Little Rock, Arkansas, United States Frost PLLC Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as a Tax Staff member. As a key member of our tax department, you will be responsible for preparing tax returns, conducting research, and communicating with clients.ResponsibilitiesPrepare tax returns for individuals and businesses, ensuring accuracy and...
-
Public Consulting Group Technology Consultant
2 weeks ago
Little Rock, Arkansas, United States Public Consulting Group Full timeJob Title: Public Consulting Group Technology ConsultantThe Public Consulting Group is seeking a highly skilled and experienced Technology Consultant to join our team. As a Technology Consultant, you will be responsible for leading project teams and providing direction to stakeholders.Key Responsibilities:Lead project teams where you provide direction and...
-
ERP Consultant II
4 weeks ago
Little Chute, WI, United States Heartland Business Systems, LLC. Full timeDescription Position Summary: This position is responsible for providing business consulting, implementation, and support service activities focused on Microsoft ERP solutions and related third party products to Heartland’s clients, leading and managing those implementations. This requires a strong understanding of accounting, significant...
-
Financial Services Representative
5 days ago
Little Rock, Arkansas, United States CK AGENCY LLC Full timeAbout the RoleCK AGENCY LLC is looking for a highly motivated Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for selling financial products and services to clients, including insurance policies, investment products, and retirement plans.In this role, you will work closely with clients to...
-
Financial Services Representative
2 weeks ago
Little Rock, Arkansas, United States Matt Mccarty - State Farm Agent Full timeJob Title:A Financial Account Representative will market financial products that manage everyday risks.Key Responsibilities:Educate customers about insurance options using a customer-focused review process.Establish and meet marketing goals with the agent.Develop leads, schedule appointments, identify customer needs, and market appropriate products and...
-
Teller
3 months ago
Little Chute, United States Capital Credit Union Full timePosition PurposeIf the following job requirements and experience match your skills, please ensure you apply promptly.Upholds the Credit Union’s mission of ”We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting members in person, through drive-ups, or by telephone, providing a...
-
Public Sector IT Consultant Lead
2 weeks ago
Little Rock, Arkansas, United States Public Consulting Group Full timeAbout Us: Public Consulting Group is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S., committed to delivering solutions that change lives for the better. The...
-
Financial Services Associate
5 days ago
Little River, South Carolina, United States NATIONAL FINANCE COMPANY CAREERS Full timeFinancial Services AssociateNational Finance Company Careers is hiring a Financial Services Associate to support our customer service team. In this role, you will be responsible for processing loan applications, taking payments from customers, and maintaining cash drawers. You will also be expected to market and sell ancillary products to customers, and...
-
Financial Services Professional
4 weeks ago
Little Rock, Arkansas, United States Workforce Connections, Arkansas Department of Commerce. Full timeWe are seeking a highly skilled Financial Services Professional to join our team at Workforce Connections, Arkansas Department of Commerce.About the RoleThis is a full-time position working 36-40 hours per week. The ideal candidate will have a strong background in accounting and experience with QuickBooks and payroll.ResponsibilitiesThe Financial Services...
-
Financial Services Representative
5 days ago
Little Elm, Texas, United States Creative Financial Investments LLC Full timeWhat We OfferA competitive estimated salary of $40-$60k (part-time) and $80-$100k (full-time), based on performanceA flexible schedule that allows you to work at your own paceThe opportunity to work in a supportive team environment with regular coaching from top earners
-
Financial Services Associate
4 days ago
Little Rock, Arkansas, United States University of Arkansas for Medical Sciences Full timeJob OverviewThe University of Arkansas for Medical Sciences seeks a Financial Services Associate to handle register transactions with customers at retail food outlets. This position operates cash registers to receive money for sales of food service items and makes change.
-
Public Sector IT Consultant
2 weeks ago
Little Rock, Arkansas, United States Public Consulting Group Full timeTechnology Consulting Services">At Public Consulting Group, we provide a full spectrum of technology consulting services to help state and local agencies meet operational and program needs that enhance the lives of their user base. Our team collaborates with clients to develop and implement innovative solutions that drive business results.">About the Job">We...
-
Comprehensive Estate Planning Professional
6 days ago
Little Rock, Arkansas, United States JTS Financial Full timeAbout the Job:JTS Financial is seeking a highly skilled Estate Planning Attorney to join our team. As a key member of our estate planning department, you will assist in providing comprehensive estate planning services to clients, including the creation and management of wills, trusts, and other estate planning documents.Key Responsibilities:Estate Planning...
-
Military Financial Services Professional
2 weeks ago
Little Falls, Minnesota, United States Magellan Health Full timeResponsibilities and RequirementsWe are seeking a dedicated and results-driven Financial Services Professional to join our team at Magellan Health. In this role, you will provide expert financial counseling and education services to military service members and their families.The ideal candidate will have a strong background in financial planning,...