Financial Services Representative

About the RoleWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at New York Life Insurance Company. As a Financial Services Representative, you will have the opportunity to work with clients to understand their financial goals and provide guidance and solutions to help them achieve those...

The Legend Group is seeking a skilled Financial Services Representative to join our team in Erie, PA.The successful candidate will have the opportunity to service new and existing clients in current 403(b) and 457(b) payroll slots, helping investors work toward their financial goals.Our Broker-Dealer and Registered Investment Adviser is a full-service...

We are seeking a highly motivated and ambitious individual to join our team as a Financial Services Representative. As a key contact and liaison for clients, you will be responsible for ensuring their total satisfaction and providing support in a timely, professional, and courteous manner.Key Responsibilities:Interact with clients and associates to provide...

Key Responsibilities:The Financial Services Representative at Park Bank - Madison will perform a variety of tasks to support client relationships and account maintenance. This includes processing transactions, establishing new client accounts, and completing basic account maintenance requests.Additional Duties:The Banking Professional will also be trained to...

Financial Services Sales RepresentativeOverview: Vimerse InfoTech Inc is seeking a skilled Financial Services Sales Representative to drive revenue growth by identifying and cultivating new business opportunities within the financial services sector. Key Responsibilities:Client Acquisition: Actively prospect and acquire new clients within the financial...

At Shoemaker Financial, we're seeking a skilled Financial Services Professional to join our team. As a Financial Advisor, you'll play a crucial role in helping clients achieve their financial goals. Your responsibilities will include assessing clients' needs, developing customized strategies, and implementing recommendations to help them succeed.Key...

Unlock Your Potential as a Business Development Representative at Magellan Financial & Insurance Services, Inc.Are you looking for a challenging opportunity where you can make a meaningful impact? Magellan Financial & Insurance Services, Inc. is seeking enthusiastic individuals to join our team as a Business Development Representative. We are not just a...

We are seeking a highly skilled Client Service Concierge to join our team at Prudential Financial. As a key member of our staff, you will be responsible for delivering exceptional service to our clients, either in person, over the phone, or via email.Purpose of the Client Service ConciergeOur ideal candidate will be responsible for:Providing first-class...

Unlock Your Potential as a Financial ProfessionalAt Prudential Advisors, we're committed to helping you achieve your career goals and succeed in the financial services industry. As a Financial Professional, you'll have the opportunity to develop your skills and knowledge in a dynamic and supportive environment.Key Responsibilities:Develop relationships with...

Unlock Your Potential as a Financial Services ProfessionalPrudential Financial is seeking an experienced financial services professional to join our team in the Madison area. This exciting opportunity will allow you to grow your career and business, helping individuals and families achieve their financial goals. Key benefits include:Service existing clients...

Unlock your potential as a Financial Services Professional with Lakeshore Financial Group.We are seeking ambitious individuals to join our Colorado team as Financial Advisors. You'll build lasting client relationships, develop your expertise, and gain the flexibility to build your own business.Responsibilities:Partner with clients to achieve their financial...

Opportunity for Growth and SuccessLivictus Financial Services is seeking a highly skilled financial advisor to join our team and help us achieve our goals. As a financial advisor, you will have the opportunity to grow your practice and build strong relationships with clients.Our PhilosophyWe believe in comprehensive financial planning and providing...

Greer Financial Services is seeking a strategic business partner to drive financial performance and support the organization's broader mission and goals. The ideal candidate should be an experienced, proactive, results-oriented financial professional who can balance strategic financial oversight with hands-on involvement in day-to-day financial...

We are seeking a highly skilled Financial Advisor to provide expert financial guidance to our diverse clientele at First Financial Group.Responsibilities· Meet with clients to determine their financial objectives, risk tolerance, and resources.· Develop comprehensive financial plans and portfolios that meet clients' needs and goals.· Provide sound...

Program OverviewAt Modern Woodmen of America, we offer a comprehensive 8-week program designed to equip you with the skills and knowledge necessary to excel as a Financial Representative. This immersive experience combines educational sessions with hands-on field training, ensuring you're well-prepared to build and maintain relationships, learn about our...

About Us:Summit Financial Group is a high-touch, wealth management firm dedicated to championing advisors and providing the resources needed to cultivate client relationships and grow their businesses.Why Choose Us?· Experience and Expertise: With over 20 years of partnership, we support advisors in becoming successful business owners.· Collaborative...

The Oxford Financial Group, Ltd. is seeking a highly skilled Managing Director to lead client engagements and deliver effective and appropriate advice to ultra-high-net-worth (UHNW) individuals and families.This individual will manage existing client relationships, participate in new business development activities, and help formulate and implement...

Company Overview: Exceptional Mentorship at Magellan Financial & Insurance Services, Inc.Magellan Financial & Insurance Services, Inc., a prominent leader in financial planning and wealth management, is dedicated to guiding clients through every step of their financial journey. Our personalized, client-centric approach ensures that each client receives...

Financial Services Sales RepresentativeKey Responsibilities: As a Financial Services Sales Representative at Vimerse InfoTech Inc, you will be responsible for driving revenue growth by identifying and cultivating new business opportunities within the financial services sector. You will actively prospect and acquire new clients within the financial services...

Unlock Your Potential as a Financial Services ProfessionalAt Prudential Financial, we're committed to building a diverse and inclusive workforce that reflects the communities we serve. We're seeking experienced financial professionals to join our team in Greater Basking Ridge, NJ, and expand our presence in the region.Enjoy a Compelling Package of Benefits...