Financial Center Service Associate
4 days ago
We are seeking a detail-oriented and customer-focused Financial Center Service Associate to join our team at Independent Financial. As a key member of our financial center, you will have the opportunity to make a positive impact on our customers' lives by providing exceptional service and support.
Key Responsibilities:
- Open and maintain customer accounts, including checking, savings, CDs, and business accounts.
- Process transactions, correspondence, and other services for new and existing accounts.
- Develop and maintain strong relationships with customers through excellent service and communication.
- Participate in sales goals by promoting financial products and services to meet customers' needs.
- Perform duties of a Financial Center Teller, including balancing cash drawers and providing account services.
- May be required to lift up to 25 pounds and sit or stand for long periods.
- High school diploma or equivalent education certificate.
- Minimum 6 months of experience in sales and service environments involving cash handling and customer interaction.
- Minimum 6 months of new accounts experience required.
- Strong organizational, interpersonal, and communication skills.
- Competitive starting pay rate of at least $19.50/hour.
- Full-time employees are eligible for medical, dental, and vision insurance.
- Eligible for 401(k) with 100% match of the first 6% of contributions.
- Tuition reimbursement of up to $3,000 per calendar year.
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Financial Center Service Associate
4 days ago
Austin, Texas, United States Independent Financial Services Full timeJob Summary:We are seeking a detail-oriented and customer-focused Financial Center Service Associate to join our team at Independent Financial. As a key member of our financial center, you will play a vital role in providing exceptional service to our clients and helping them achieve their financial goals.Key Responsibilities:Open and maintain various types...
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Financial Associate
3 weeks ago
Austin, Texas, United States Bulldog Financial Group, LLC Full timeJob OpportunityWe are seeking a highly motivated and dedicated Financial Associate to join our team at Bulldog Financial Group, LLC. As a Financial Associate, you will play a crucial role in providing expert financial advice and solutions to clients, helping them create, build, and protect their wealth through investments and life insurance.Key...
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Financial Associate Professional
4 weeks ago
Austin, Texas, United States Bulldog Financial Group LLC Full timeAbout the JobAs a Financial Associate Professional with Bulldog Financial Group LLC, you will play a pivotal role in providing expert financial advice and solutions to clients. Whether you're a seasoned professional or a quick learner, we're looking for ambitious and reliable associates who are passionate about helping others.Key Responsibilities:Provide...
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Financial Services Professional
2 weeks ago
Austin, Texas, United States First Command Financial Services Full timeJoin Our Team of Financial AdvisorsAt First Command Financial Services, we're committed to helping military families achieve their financial goals. As a Financial Advisor, you'll play a critical role in providing expert guidance and support to our clients.Key Responsibilities:Partner with local military organizations and units to engage with the military...
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Financial Services Coordinator
3 weeks ago
Austin, Texas, United States REAP Financial Full timeParaplanner Job DescriptionAt REAP Financial Group, we're seeking a skilled Paraplanner to join our team of financial advisors. As a Paraplanner, you'll play a crucial role in supporting our advisors in servicing prospects and clients, preparing for meetings, conducting investment research, and making preliminary financial planning recommendations.Key...
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Financial Services Professional
4 weeks ago
Austin, Texas, United States Bulldog Financial Group LLC Full timeAbout the JobAs a Financial Associate with Global Financial Impact, you will play a pivotal role in providing expert financial advice and solutions to clients. Whether you're a seasoned professional or a quick learner, we're looking for ambitious and reliable associates who are passionate about helping others.Responsibilities:Provide consultations to clients...
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Financial Services Coordinator
3 weeks ago
Austin, Texas, United States REAP Financial Full timeParaplanner Job DescriptionAt REAP Financial Group, we're seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our financial advisors in servicing prospects and existing clients.Key Responsibilities:Conduct research on financial products and services to provide recommendations to our...
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Financial Services Coordinator
3 weeks ago
Austin, Texas, United States REAP Financial Full time{"title": "Client Service Administrator", "description": "Job SummaryREAP Financial Group, LLC is seeking a highly organized and detail-oriented Client Service Administrator to join our team in Austin, TX. As a key member of our financial services team, you will be responsible for providing exceptional client service, managing databases, and preparing for...
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Financial Services Associate
4 weeks ago
Austin, Texas, United States Fanning Personnel Full time{"title": "Registered Client Service Associate", "description": "Job SummaryFanning Personnel is seeking a highly skilled Registered Client Service Associate to join our team in the Austin, TX area. As a key member of our boutique wealth management firm, you will be responsible for providing exceptional client service and support to our clients.Key...
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Financial Services Professional
4 weeks ago
Austin, Texas, United States ATX Financial Group Full timeJob OpportunityWe are seeking a skilled Financial Services Representative to join our team at ATX Financial Group. As a key member of our team, you will work closely with clients to develop tailored financial plans, providing guidance on investments, retirement planning, and wealth management.About the RoleThis is an exciting opportunity to work with a...
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Financial Services Associate
4 days ago
Austin, Texas, United States Edward Jones Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with our Financial Advisors to provide exceptional service to our clients and help them achieve their financial goals.Key ResponsibilitiesBuild and maintain strong...
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Financial Services Professional
4 weeks ago
Austin, Texas, United States ATX Financial Group Full timeJob OverviewATX Financial Group is seeking a skilled Financial Services Representative to join our team. As a key member of our team, you will work closely with clients to develop tailored financial plans, providing guidance on investments, retirement planning, and wealth management.Key Responsibilities:Consult with clients to assess their financial needs...
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Financial Services Associate
3 weeks ago
Austin, Texas, United States Fanning Personnel Full time{"h1": "Registered Client Service Associate", "p": "Fanning Personnel is seeking a highly skilled Registered Client Service Associate to join our team in the Austin, TX area. As a key member of our boutique wealth management firm, you will be responsible for providing exceptional client service and support to our clients. Responsibilities: * Client...
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Financial Services Professional
3 weeks ago
Austin, Texas, United States SNI Financial Full timeFinancial Advisor OpportunitySNI Financial is partnering with a leading Investment Management Firm in Austin, Texas to expand their team with a Financial Advisor.The ideal candidate will provide financial planning support to clients, align custom investment solutions to help them achieve their long-term financial goals, and build a successful book of...
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Financial Services Representative
3 days ago
Austin, Texas, United States PR Financial Full timeUnlock Your Earning PotentialAt PR Financial, we're committed to helping you achieve a six-figure income through our innovative life insurance sales platform.With a strong focus on senior market sales, we're looking for talented individuals to join our team and capitalize on the growing demand for life insurance products.As a career agent, you'll have access...
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Financial Services Representative
2 days ago
Austin, Texas, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewAs a Financial Services Representative, you will play a crucial role in helping clients and businesses achieve their financial goals. Your expertise will be invaluable in providing advice and solutions to individuals and organizations seeking to optimize their financial performance.Key Responsibilities:Develop and maintain a client base through...
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Financial Services Intern
23 minutes ago
Austin, Texas, United States LPL Financial Holdings, Inc. Full timeSummer 2025 Business Development InternshipLPL Financial Holdings, Inc. is seeking a highly motivated and organized individual to join our Business Development team as a Summer 2025 Intern. As a Business Development Intern, you will play a critical role in helping to drive lead flow into our recruitment teams, increasing sales, and building relationships...
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Financial Services Representative
3 weeks ago
Austin, Texas, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewGlobal Financial Impact is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and maintain...
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Financial Services Associate
1 month ago
Austin, Texas, United States UFCU Full timeAbout UFCUUFCU is a leading financial institution dedicated to serving its members and empowering their financial success. Our team is passionate about building financially healthy communities and fostering a collaborative, diverse, and inclusive environment that promotes innovation, performance excellence, and career growth.Job SummaryAs a Part-Time Teller,...
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Financial Services Representative
2 days ago
Austin, Texas, United States Global Financial Impact - Brian Garcia Full timeJob OpportunityWe are seeking highly motivated and competent individuals to join our team as Financial Services Representatives. As a representative, you will work with clients to understand their financial needs and provide personalized solutions to help them achieve their goals.Key Responsibilities:Develop and implement financial plans for clientsProvide...