Current jobs related to Financial Services Professional - Brentwood, Tennessee - Shoemaker Financial
-
Financial Services Professional
4 weeks ago
Brentwood, Tennessee, United States Rezult Technology Full timeWe are seeking a skilled Cash Handling Specialist to join our team at Rezult Technology. As a key member of our financial services community, you will play a crucial role in enhancing our services nationwide.Our ideal candidate will have a strong background in cash handling and a passion for delivering exceptional results. If you are a motivated professional...
-
Insurance and Financial Services Professional
4 weeks ago
Brentwood, Tennessee, United States Chris Woodlee - State Farm Agent Full timeJob Title: Insurance and Financial Services PositionAre you looking for a challenging and rewarding career in the insurance and financial services industry? We are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Professional.About Our AgencyOur agency, Chris Woodlee - State Farm Agent, is a...
-
Insurance and Financial Services Professional
3 weeks ago
Brentwood, Tennessee, United States Chris Obear - State Farm Agent Full timeJob DescriptionJob DescriptionBenefits:401(k)Bonus based on performanceFlexible scheduleHealth insuranceOpportunity for advancementPaid time offTraining & development*Fully Remote Position: Must be currently licensed*ROLE DESCRIPTION:As an Insurance and Financial Services Professional for Chris Obear - State Farm Agent, you play a vital role in our daily...
-
Senior Financial Advisor
4 weeks ago
Brentwood, Tennessee, United States Edelman Financial Engines Full timeAbout the RoleAs a Senior Financial Advisor at Edelman Financial Engines, you will play a critical role in helping our clients achieve their financial goals. With a focus on providing objective, fee-based advice and asset management, you will work closely with clients to understand their unique needs and develop personalized financial plans. Key...
-
Senior Financial Advisor
3 weeks ago
Brentwood, Tennessee, United States Edelman Financial Engines Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Your key responsibilities will include:Providing outstanding financial advice to clientsServing the...
-
Senior Financial Planner Professional
2 weeks ago
Brentwood, Tennessee, United States Rival Sourcing LLC Full timeFinancial Planning OpportunityWe are seeking a seasoned financial professional to join our team at Rival Sourcing LLC. As a leading HYBRID RIA, we are committed to delivering exceptional services to our clients and creating a collaborative work environment.Key ResponsibilitiesAssist in the financial planning and relationship management of our clients.Develop...
-
Senior Financial Professional
4 weeks ago
Brentwood, Tennessee, United States LBMC W Squared Full timeSenior Accountant Role at LBMC W SquaredLBMC W Squared is a dynamic company that values its people and culture. As a Senior Accountant, you will be an integral part of our team, providing financial support to our clients. This role requires a strong understanding of professional services and client service.Key Responsibilities:Manage and review the work of...
-
Client Service Associate
3 weeks ago
Brentwood, Tennessee, United States Stifel Financial Full timeJob SummaryAs a Client Service Associate at Stifel Financial, you will provide administrative support to one or more Financial Advisors, assisting with the opening and maintenance of client accounts and records. Your duties will include a wide range of tasks, such as word processing, data entry, and client communication.Key ResponsibilitiesAssist Financial...
-
Financial Services Assistant
4 weeks ago
Brentwood, Tennessee, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement is a leading wealth management firm dedicated to delivering exceptional financial services to our clients. Our team of experts works tirelessly to provide personalized financial planning and investment management services to individuals and families nationwide.We are seeking a highly skilled Financial Advisor...
-
Financial Services Representative
3 weeks ago
Brentwood, Tennessee, United States SafeAmerica Credit Union Full timeJob SummaryThe Financial Services Representative will play a key role in assisting and educating members on self-service banking options, processing teller transactions accurately and efficiently, and delivering world-class service to members by uncovering and understanding their known and unknown needs.This role requires excellent interpersonal skills to...
-
Financial Services Coordinator
4 weeks ago
Brentwood, Tennessee, United States Talently Recruiting Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Financial Services Coordinator to join our team at Talently Recruiting. As a key member of our financial services team, you will play a critical role in supporting our financial advisors and clients in achieving their retirement goals.Key ResponsibilitiesCoordinate with clients, advisors, and...
-
Financial Services Coordinator
4 weeks ago
Brentwood, Tennessee, United States Talently Recruiting Full timeClient Services AssociateAt Talently Recruiting, we're seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a key member of our financial services team, you will play a critical role in supporting our advisors and clients in achieving their financial goals.Responsibilities:Coordinate with clients, advisors, and...
-
Staff Accountant
3 weeks ago
Brentwood, Tennessee, United States Rezult Technology Full timeWe are seeking a highly skilled Staff Accountant to join our team at Rezult Technology. As a key member of our financial services community, you will play a crucial role in enhancing our services nationwide.The ideal candidate will have 3-5 years of accounting experience, with a strong background in SAP and intermediate Excel skills. A Bachelor's degree in...
-
Client Services Manager
3 weeks ago
Brentwood, Tennessee, United States Broadridge Financial Solutions , Inc. Full timeJob SummaryAs a Client Services Manager at Broadridge Financial Solutions, Inc., you will play a critical role in overseeing a team of experienced relationship managers serving as the principal point of contact for assigned clients/accounts. Your mandate will be to make our clients' lives easy by advocating for each client and ensuring optimal outcomes.Key...
-
Financial Director
3 weeks ago
Brentwood, Tennessee, United States Ovation Healthcare Full timeFinancial Directorbrbr**Job Summary:**brbrWe are seeking a highly skilled Financial Director to join our team at Ovation Healthcare. The successful candidate will be responsible for overseeing and managing the financial activities of the company, guiding financial decisions, analyzing financial data, and providing strategic recommendations to senior...
-
Financial Director
3 weeks ago
Brentwood, Tennessee, United States Ovation Healthcare Full timeJoin Ovation Healthcare's TeamAt Ovation Healthcare, we're dedicated to strengthening independent community healthcare. As a key member of our team, you'll play a critical role in overseeing and managing our financial activities. This includes guiding financial decisions, analyzing financial data, and providing strategic recommendations to senior...
-
Financial Planner
4 weeks ago
Brentwood, Tennessee, United States Rival Sourcing LLC Full timeFinancial Planner OpportunityRival Sourcing LLC is seeking a seasoned financial professional to join their team as a Financial Planner. This role involves working closely with clients to develop and implement comprehensive financial plans, utilizing advanced analytical and critical thinking skills to provide expert guidance and support.Key...
-
Financial Analyst
4 weeks ago
Brentwood, Tennessee, United States Ardent Health Full timeFinancial Analyst Job DescriptionArdent Health Services is a leading healthcare services company seeking a skilled Financial Analyst to support its hospital and market operations.Key Responsibilities:Provide financial support to hospital CFOs and FP&A leadershipDevelop and manage budgets and forecastsAnalyze capital expenditures and prepare proformas and...
-
Brentwood, Tennessee, United States Ncontracts Full timeAbout the RoleWe are seeking a seasoned leader to join our team as Vice President of Implementation and Professional Services. This senior leadership role will be responsible for overseeing the successful onboarding and implementation of clients in the financial sector on our SaaS platform, delivering exceptional professional services, and driving customer...
-
Senior Financial Analyst
3 weeks ago
Brentwood, Tennessee, United States Sound Physicians Full timeAbout the RoleSound Physicians is seeking a dynamic and experienced Senior Financial Analyst to join our Finance Operations team. As a key member of our hospital medicine services team, you will play a critical role in analyzing financial results, evaluating growth opportunities, and preparing budgets to drive improvements across the service line.This is a...
Financial Services Professional
2 months ago
Financial Services Career Opportunity
About Shoemaker Financial
Shoemaker Financial is an independent financial planning firm. Our team of experts provides tailored solutions to help clients achieve their financial goals. As a Financial Advisor, you will play a key role in evaluating clients' needs, creating strategies, and implementing recommendations with suitable solutions.
Responsibilities
* Evaluate clients' financial situations and create personalized plans
* Develop and implement investment strategies to meet clients' goals
* Provide ongoing support and guidance to clients
* Collaborate with other professionals to ensure comprehensive solutions
Requirements
* Bachelor's Degree in a related field
* Proven track record in leadership, marketing, or business development
* Strong written and verbal communication skills
* Excellent interpersonal skills
* Ability to work independently and in a team
* Licenses required
What We Offer
* Comprehensive training programs
* Competitive compensation package
* Incentive-based recognition trips
* Performance incentive programs
* Extensive support resources
Join our team of dedicated professionals and take the first step towards a rewarding career in financial services.