Financial Services Professional

5 days ago


Cedar City, Utah, United States RUNESTAD FINANCIAL SERVICES, LTD. Full time
Financial Advisor Role

We are seeking a highly motivated and customer-focused Financial Advisor to join our team at Runestad Financial Services, LTD. in Leo, IN.

The ideal candidate will have a strong initiative, positive attitude, and ability to market to local clients. They will also possess persistence, an entrepreneurial perspective to build a client base, and persuasive ability.

Key Responsibilities:

  • Prepare and present customized financial plans to clients
  • Assist clients with annuities, life, long-term care, and managing money
  • Provide financial planning advice on investment, insurance, and retirement
  • Develop and manage strong client relationships
  • Assist the main Advisor with meeting individual and team goals

Requirements:

  • College degree preferred
  • 3+ years of financial services experience with an emphasis on sales
  • Life and Health Licensed; Series 65
  • Strong organizational, prioritization, interpersonal, and management skills
  • Strong mathematical and analytical skills
  • Excellent communication skills; both verbal and written
  • Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint)
  • Experience with Redtail/CRM preferred, but not required

Benefits:

  • Health Insurance Stipend
  • 401k
  • PTO

We offer a competitive salary based on experience and a comprehensive benefits package. If you are a motivated and customer-focused individual with a passion for financial services, we encourage you to apply today.



  • Cedar City, Utah, United States RUNESTAD FINANCIAL SERVICES, LTD. Full time

    Financial Advisor OpportunityAre you a motivated and customer-focused individual looking to expand your career in the financial services industry? We are seeking a Financial Advisor to join our team at Runestad Financial Services, LTD. in Leo, IN.The ideal candidate will have a strong initiative, positive attitude, and ability to market to local clients....


  • Cedar City, Utah, United States RUNESTAD FINANCIAL SERVICES, LTD. Full time

    Financial Advisor RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Runestad Financial Services, LTD. in Leo, IN. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare...


  • Cedar City, Utah, United States Security Finance Full time

    About Security FinanceWe're a leading provider of financial services, dedicated to helping individuals and families achieve their financial goals. Our team is passionate about delivering exceptional customer experiences, and we're looking for talented individuals to join us in this mission.Job SummaryWe're seeking a highly motivated and customer-focused...


  • Cedar City, Utah, United States BlueWave Solutions Full time

    Unlock Your Potential in Insurance and Financial ServicesCedar Creek is seeking ambitious individuals to join their team as apprentices in insurance and financial services. As a member of the agency sales department at Loew, you will have the opportunity to develop your skills and knowledge in a dynamic and innovative environment.Key Responsibilities:Support...


  • Cedar City, Utah, United States Southern Utah University Full time

    Job SummaryThe Financial Aid Counselor will be responsible for all aspects of Federal Financial Aid for assigned portion of the alphabet and must be able to work independently to perform tasks including verification, packaging, consortium agreements, document management, appeals committees, etc.Key ResponsibilitiesFinancial Aid Counseling: Provide in-person...

  • Financial Aid Advisor

    2 weeks ago


    Cedar City, Utah, United States Southern Utah University Full time

    Job SummaryThe Financial Aid Counselor will be responsible for managing all aspects of Federal Financial Aid for assigned students, requiring strong analytical and problem-solving skills to resolve complex issues.Key ResponsibilitiesProvide expert financial aid counseling and guidance to students, analyzing and resolving complex issues related to financial...

  • Financial Coordinator

    2 weeks ago


    Cedar City, Utah, United States Southern Utah University Full time

    Job Title: Finance and Data CoordinatorSouthern Utah University is seeking a highly organized and detail-oriented Finance and Data Coordinator to join our Community & Workforce Development team. As a key member of our department, you will play a critical role in maintaining accurate financial records, coordinating events, and providing exceptional support to...


  • Cedar City, Utah, United States Southern Utah University Full time

    Job SummarySouthern Utah University is seeking a highly organized and detail-oriented Financial Operations Coordinator to join our Community & Workforce Development team. As a key member of our department, you will be responsible for coordinating financial operations, data management, and administrative tasks to support the success of our programs and...


  • Cedar City, Utah, United States Radiant Technologies Full time

    About Radiant TechnologiesRadiant Technologies is a leading humanitarian organization that provides medical assistance worldwide. We value diversity, openness, and mutual respect within our organization.Our TeamWe have a dynamic team of over 250 employees working in various departments, including management, fundraising, communication, finance, human...


  • Cedar City, Utah, United States Squeeze Media Group Full time

    **Customer Support Representative Opportunity**Squeeze Media Group is a leading provider of customer support services for financial services companies. We are seeking a highly motivated and customer-focused individual to join our team as a Customer Support Representative.**Responsibilities:**• Provide exceptional customer service to clients via phone and...


  • West Valley City, Utah, United States Security Finance Full time

    **About Us**Security Finance is a leading provider of financial services, dedicated to helping individuals and communities achieve financial stability and success.**Job Summary**We are seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a key member of our branch staff, you will be responsible for providing...

  • Logistics Manager

    1 week ago


    Cedar City, Utah, United States Professional Recruiters Full time

    Logistics Manager Job DescriptionWe are seeking an experienced Logistics Manager to join our southern Utah management team. This is an exciting opportunity for candidates with a knowledge of supply-chain management for a manufacturing environment.Key Responsibilities:Oversee purchasing components according to engineering specifications, managing vendor...


  • Park City, Utah, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...


  • Cedar City, Utah, United States Security Finance Full time

    About Us:Security Finance is a leading provider of financial services, dedicated to helping individuals and communities achieve financial stability and success.Job Summary:We are seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a key member of our branch staff, you will be responsible for providing...


  • Cedar City, Utah, United States Squeeze Media Group Full time

    **Customer Support Representative Opportunity**Squeeze Media Group is a leading provider of customer support services for financial services companies. We are seeking a highly motivated and customer-focused individual to join our team as a Customer Support Representative.**Responsibilities:**• Provide exceptional customer service to clients via phone and...

  • Tax Professional

    1 week ago


    Cedar City, Utah, United States H&R Block Full time

    Join Our Team as a Tax ProfessionalWe are seeking a highly skilled Tax Professional to join our team at H&R Block. As a Tax Professional, you will be responsible for conducting tax interviews with clients, preparing accurate tax returns, and providing exceptional customer service.About the RoleThis is a seasonal position, and you will have the opportunity to...


  • Cedar City, Utah, United States Security Finance Full time

    Customer Service Representative OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, ensuring their financial needs are met with professionalism and...


  • West Valley City, Utah, United States OneMain Financial Full time

    OneMain Financial is seeking a skilled Customer Service Specialist to join our team. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our customers, resolving issues, and ensuring a positive experience. Your primary duties will include answering customer inquiries, resolving service problems, and...


  • Cedar City, Utah, United States BlueWave Solutions Full time

    About BlueWave SolutionsWe are a leading provider of innovative solutions in the insurance and financial services industry. Our team is dedicated to delivering exceptional results and creating opportunities for growth and development.Job SummaryWe are seeking a highly motivated and ambitious individual to join our team as an apprentice in sales and...


  • Brigham City, Utah, United States Security Finance Full time

    About UsSecurity Finance is a leading provider of financial services, offering easy and safe installment loans and income tax preparation to communities across the country.Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for...