Financial Services Engagement Specialist

Job Description:As a Veteran Engagement Specialist with The Salvation Army, Community Integrated Services, you will play a critical role in providing housing support and case management services to veterans in need.Your duties will include:Conducting home visits to assess client needs and develop individualized service plansProviding tenant education on...

About the OpportunityAs a Financial Sales Specialist with Slingo Financial Services, you'll have the chance to earn an estimated $1,000-$10,000 per month by selling insurance policies to clients who have already requested information.This is a unique opportunity for highly motivated individuals who want to build their own business and achieve financial...

About the RoleThis position is a key member of our branch team, working closely with clients to understand their financial needs and provide tailored solutions.The Financial Representative will be responsible for building and maintaining strong relationships with clients, identifying opportunities to deepen their engagement with Fidelity, and delivering...

About UsAt Bank of America, we believe in the power of every connection. Our company is guided by a common purpose to help make financial lives better through responsible growth.

Company BackgroundHutchinson & Bloodgood LLP has been serving clients for over 100 years, providing expert advice and services across various industries.Job SummaryThis role offers an exciting opportunity to develop your accounting skills while expanding your knowledge in tax and audit. As an Associate with Hutchinson & Bloodgood LLP, you will be responsible...

About the CareerAs a Financial Services Consultant with Slingo Financial Services, you will have the opportunity to build a successful career in the financial services industry. You will work from home or in your area, and never make cold calls.You will receive one-on-one training with a professional mentor, participate in webinars and training events, and...

At Elite Construction SB, we are seeking a highly skilled Financial Data Specialist to join our team.Job SummaryWe are looking for a detail-oriented and organized Bookkeeping Manager who can oversee all financial transactions, including credit card and bank reconciliations, and manage the accounts payable and accounts receivable process.About UsElite...

**Job Summary**We are looking for a highly motivated Financial Aid Specialist to join our team at the University of California, Santa Barbara. As a key member of our Office of Financial Aid and Scholarships, you will be responsible for providing financial aid support to students and families.The successful candidate will have a strong background in financial...

Job DescriptionWe are seeking an experienced Senior Financial Operations Lead to join our team at Balance Financial Management. As a key member of our accounting team, you will be responsible for leading a team of skilled professionals and providing exceptional client service.About the RoleThe Senior Financial Operations Lead will oversee the day-to-day...

Role OverviewThe Street Engagement Specialist will work tirelessly to connect individuals in need with vital services, including housing, healthcare, and financial assistance. This role requires strong communication skills, empathy, and a commitment to serving marginalized communities.Main ResponsibilitiesIncorporate evidence-based practices when providing...

Ria Financial OverviewAt Ria Financial, we pride ourselves on being the most progressive and inclusive money transfer business in the world. Our mission is to make financial services accessible to everyone, regardless of their location or background.We offer a range of financial products and services, including money transfers, bill payments, and prepaid...

About the Role: We are seeking a highly motivated and results-driven Financial Services Professional to join our team. As a key member of our branch office, you will play a critical role in building strong relationships with our clients, identifying opportunities to create efficiency, and delivering exceptional personalized service.What You'll Do:You will...

About U.S. Bancorp">We are a leading financial institution dedicated to delivering exceptional banking and investment services. Our team of experts is committed to helping individuals and businesses achieve their financial goals.">Job Description">The Financial Services Consultant position plays a vital role in facilitating the delivery of investment...

We are excited to announce that Rustman Agency is hiring Financial Services Professionals to join our team. As a successful agent, you will have the ability to work from anywhere and set your own schedule.With our comprehensive training program, you will have the opportunity to learn and develop your skills in the insurance industry. You will also have...

Job Summary:">We are seeking a highly skilled and experienced Director of Accounting, Non-Profits to oversee all financial aspects of our organization.The ideal candidate will be responsible for managing financial procedures, budgeting, financial reporting and client relationships.Key Responsibilities:">Oversee all accounting functions including accounts...

Job SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at Orange County's Credit Union. In this role, you will be responsible for providing exceptional service experiences for internal associates and external members.The ideal candidate will have a strong understanding of financial services processes, including levies,...

Job Title: Senior Banker - Montecito Financial CenterJob Summary:As a Senior Banker at our Montecito Financial Center, you will play a vital role in helping clients achieve their financial goals. This position is responsible for serving as the first point of contact for financial center clients, providing personalized banking solutions, and connecting them...

Job OverviewThis exciting opportunity is part of the Student Financial Services team at Santa Barbara City College. The selected candidate will be responsible for performing a range of accounting duties, including reconciliations, monitoring receivables, and processing cash deposits. If you have a passion for numbers and enjoy working with people, this could...

Job OverviewWe are seeking a skilled Financial Representative to join our team at Fidelity Investments. As a key member of the branch, you will play a vital role in providing exceptional client service and support.

We are looking for a talented Customer Engagement Specialist to join our Service Business Development Center Team at Subaru Santa Monica. As a Customer Engagement Specialist, you will be responsible for building strong relationships with customers, understanding their needs, and delivering tailored solutions to meet those needs.