Financial Services Consultant

Become a key member of our dynamic finance team as a Financial Services ConsultantAt Jobot, we are a rapidly expanding organization that provides exceptional benefits and opportunities for career growth. This is an outstanding opportunity for a meticulous professional to demonstrate their accounting expertise in a fast-paced and innovative setting. You will...

About the RoleAs a Financial Advisor at BOK Financial Corporation, you will play a critical role in helping clients achieve their financial goals by providing expert guidance and advice.Key ResponsibilitiesMeet with clients to understand their financial objectives and develop personalized plans to achieve themPrepare comprehensive presentations and utilize...

Company Overview:Thrivent Financial is a distinguished fraternal organization dedicated to providing comprehensive financial services tailored to meet the unique needs of our clients. We pride ourselves on our commitment to community service and support for the Lutheran community and nonprofit organizations. Our practice, Valley Consulting Group, operates in...

Join Our Team as a Consulting Financial AccountantAbout Us:At Jobot, we are experiencing rapid growth and are looking for a dedicated and detail-oriented Consulting Financial Accountant to enhance our team. This entry-level position offers a unique opportunity to develop your accounting expertise in a dynamic and supportive environment.Why Choose Jobot?This...

Senior Financial Consultant - Nonprofit SectorA vibrant team within the financial services sector is in search of a skilled accountant to fill the role of Senior Financial Consultant. This position provides a chance to apply your accounting knowledge in a collaborative and nurturing environment.Key Responsibilities:Manage and supervise the general...

Job DescriptionBOK Financial is seeking a highly skilled and motivated Financial Services Representative to join our team. As a key member of our banking team, you will be responsible for providing exceptional client service and building strong relationships with our customers.Key Responsibilities:Client Service: Provide top-notch service to our clients,...

Senior Financial Consultant - Nonprofit SectorA vibrant team within the financial services sector is in search of an experienced accountant to join as a Senior Financial Consultant. This position provides a chance to apply your accounting skills in a collaborative atmosphere.Key Responsibilities:Manage and supervise the general ledger activitiesPerform...

Position Overview:The Wealth Management Consultant plays a crucial role in delivering exceptional client service by assisting individuals in achieving their financial aspirations. This is accomplished through comprehensive financial planning and tailored financial guidance.Key Responsibilities:Engage with clients to comprehend their financial objectives and...

About Corebridge FinancialCorebridge Financial is dedicated to assisting individuals in making significant life decisions. Our mission is to help clients strategize and take action to secure the future they envision while navigating life's challenges through our comprehensive range of services and solutions. We offer a diverse portfolio of life insurance,...

Job SummaryWe are seeking a highly skilled and experienced Medical Billing Specialist to join our finance team at Jobot. As a key member of our team, you will be responsible for providing expert medical billing services to our clients in the healthcare sector.Key ResponsibilitiesConsulting and Advisory ServicesProvide consulting services to healthcare...

Job SummaryPNC Financial Services Group is seeking a highly skilled Branch Manager 4th to lead our Albuquerque branch. As a key member of our Retail Banking team, you will be responsible for driving revenue growth, customer loyalty, and operational excellence.Key ResponsibilitiesLeadership and ManagementLead a high-performing team of banking professionals to...

Company Overview:Thrivent Financial, a well-established financial services organization, is seeking a dedicated full-time Associate Financial Advisor. We are committed to serving the unique needs of our clients and fostering a culture of service and community support.Position Summary:This role is essential to enhancing our client interactions. We are looking...

Job SummaryThis role is a front-line member-facing position that handles daily financial transactions, analyzes members' needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Support the credit union's mission, vision, and service standard. The role requires a high degree of integrity,...

Job SummaryThis role is a front-line member-facing position that handles daily financial transactions, analyzes members' needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Support the credit union's mission, vision, and service standard. The role requires a high degree of integrity,...

Company Overview:Thrivent Financial, a prominent membership-based organization, is dedicated to addressing the financial needs of its clients through comprehensive services. With a commitment to community support and a focus on the Lutheran community and nonprofit organizations, Thrivent operates as a leading fraternal benefit society in the nation.Position...

Nusenda Credit Union is committed to providing outstanding member support, contributing positively to our community, and fostering a rewarding workplace environment. We strive to make a significant impact in the lives of those we serve, assisting them in reaching their financial aspirations. Our core values include diversity, equity, and inclusion. We...

Position Overview:As a key member of the Patient Financial Services team, the Patient Financial Advisor plays a crucial role in ensuring that patients have a seamless financial experience. This position involves guiding patients through the complexities of their insurance benefits and financial responsibilities.Key Responsibilities:Act as the primary contact...

Company Overview: ATA Services, Inc. is seeking a dedicated Financial Operations Coordinator to support the fiscal management of fire service training initiatives.Compensation: $60 per hour; paid weekly.Work Schedule: Monday – Friday.Key Responsibilities: - Develop and uphold financial reporting frameworks. - Provide guidance and technical support to...

Overview: Priority Financial Group, a leader in financial services, is seeking a dedicated and proactive individual to enhance our Financial Planning Team in the role of a Paraplanner.Key Responsibilities:Preparation of Financial Strategies: Collaborate with financial advisors to collect client information and develop detailed financial strategies,...

Overview: Priority Financial Group, a leading financial services provider, is seeking a dedicated and skilled professional to enhance our expanding Financial Planning Division as a Paraplanner.Key Responsibilities:Preparation of Financial Strategies: Collaborate with financial advisors to collect client information and develop detailed financial strategies,...