Financial Services Professional

About the Insurance Agent PositionWe're seeking a motivated and competitive professional to fill the role of Insurance Agent at Alchemy Financial Group. As an Insurance Agent, you'll be responsible for selling policies to clients, handling claims, and keeping track of policy renewals.Our ideal candidate will have excellent customer service skills for working...

About the RoleWe are seeking a highly motivated and ambitious Financial Advisor to join our team at Edward Jones. As a Financial Advisor, you will have the opportunity to build long-term relationships with clients, help them achieve their financial goals, and grow your own practice.Key ResponsibilitiesDevelop and implement personalized financial plans for...

Job SummaryWe are seeking a highly motivated and detail-oriented Investment Sales Associate to join our team at BOK Financial. As a key member of our sales team, you will be responsible for developing relationships and knowledge in the fixed income space, representing a full range of fixed income knowledge, and participating in an elevated training program...

About the Insurance Sales Representative Position at Alchemy Financial GroupWe are seeking a highly motivated and competitive Insurance Sales Representative to join our team at Alchemy Financial Group. As a key member of our sales team, you will play a crucial role in expanding our business by identifying and acquiring new clients.Your primary objective will...

Position ID: 75379 Location: Little Rock -LTLRK Focus Area: Wealth Management Salary Information: Not Available Application Deadline: 09/15/2024BOK Financial Corporation Group encompasses BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA manages TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...

Job OverviewWe are seeking a highly skilled Financial Account Representative to join our team at Matt Mccarty - State Farm Agent. As a key member of our team, you will play a crucial role in marketing and selling financial products that manage everyday risks.Key ResponsibilitiesDevelop and implement a customer-focused sales strategy to educate customers...

About Pinnacle Pointe Outpatient ServicesPinnacle Pointe Outpatient Services offers a wide range of outpatient services across the state of Arkansas with service delivery models to fit the various needs of patients as young as age 5. We address a variety of emotional/behavioral health needs for children, teens and adults in a traditional clinic-based...

About the RoleWe are seeking a highly skilled and detail-oriented individual to join our team as a Deposit/Loan Operations Analyst I. As a key member of our operations team, you will play a critical role in ensuring the smooth functioning of our financial services.Key ResponsibilitiesAccount Maintenance: Review, analyze, and interpret correspondence related...

Pinnacle Pointe Outpatient Services Financial ControllerAbout the RoleThe Financial Controller is a key member of the Pinnacle Pointe Outpatient Services leadership team, responsible for the overall financial administration of the facility. This includes general accounting, data processing, and financial reporting in accordance with facility and corporate...

Job DescriptionJob Title: Client Service SpecialistJob Summary:We are seeking a highly motivated and detail-oriented Client Service Specialist to join our team at Prime Capital Financial. As a Client Service Specialist, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key Responsibilities:Provide...

Pinnacle Pointe Outpatient ServicesJob SummaryThe Financial Controller will oversee the financial administration of the facility, ensuring compliance with facility and corporate policies, as well as applicable Federal and State regulations. This role will be responsible for general accounting, data processing, and financial reporting, with a focus on...

Job Title: Financial ControllerAbout the Role:Pinnacle Pointe Outpatient Services is seeking a highly skilled Financial Controller to join our team. As a key member of our leadership team, you will be responsible for the overall financial administration of our facility, including general accounting, data processing, and financial...

About Forvis MazarsWe are a Top 10 professional services firm focused on providing Advisory, Assurance, and Tax services. Our commitment to Forward Vision drives us to provide rewarding careers and deliver unmatched client experiences through innovative services to our industry-leading global clients.Financial Services Advisory PracticeWe bring our global...

Job SummaryThe Member Service Representative is a key role at Hope Credit Union, responsible for providing exceptional customer service and support to our members. This position requires a high level of external and internal public contact, as well as the management of various records and file systems.Primary ResponsibilitiesMember Account Management:...

Customer Service RepresentativeAt First Horizon, we're dedicated to helping our clients, communities, and associates unlock their full potential with capital and counsel.Job SummaryThe Customer Service Representative provides quality, accurate, and timely customer service by addressing client inquiries and fulfilling their requests.Key...

Job SummaryThe Senior Grant and Financial Services Accountant plays a crucial role in the financial management of CARTI's programs and grants. This position is responsible for monitoring program and grant budgets, preparing financial statements, and ensuring compliance with federal regulations.Key ResponsibilitiesGrant Management: Assist with the management...

Job Summary:The Senior Grant and Financial Services Accountant plays a crucial role in the financial management of CARTI's programs and grants. This position is responsible for monitoring program and grant budgets, preparing journal entries for financial statements, and ensuring compliance with federal regulations.Key Responsibilities:Grant Management:...

Unlock Your Potential as a Financial AdvisorAre you passionate about helping individuals and families achieve their long-term financial goals? Do you have a knack for building strong relationships and providing personalized financial solutions? As a Financial Advisor with Edward Jones, you'll have the opportunity to make a meaningful impact in your community...

About the Insurance Sales Representative positionWe are seeking a driven Insurance Sales Representative to help us expand our agency by actively prospecting and acquiring new clients.Key Responsibilities:* Implement effective strategies to sell insurance products* Build strong relationships with customers to understand their needs and preferences* Prepare...

About the Insurance Sales Representative PositionWe are seeking a skilled Insurance Sales Representative to expand our agency by actively prospecting and acquiring new clients. The ideal candidate will identify customer needs and demands, and sell accordingly. Strong relationships will be formulated to ensure growth and preserve our firm's prestige.Key...