Financial Service Representative

Become a Financial Services Representative at The Western and Southern Life Insurance Company, where you will work with current and prospective clients to understand their financial needs and goals. As a representative, you will recommend impactful solutions from a comprehensive line of products, including life insurance, to help clients protect what matters...

About LPL Financial Holdings, Inc.We are a leading financial services company that partners with banks to offer a comprehensive menu of financial solutions to their clients. Our investment program at California Bank & Trust in Sacramento supports the local community by providing access to a wide range of financial products and services.As an associate wealth...

Role Overview: We are seeking a dedicated Financial Services Representative to join our team. In this role, you will provide exceptional customer service, process financial transactions, and maintain accurate records.Key Responsibilities:Provide exceptional customer service via phone, email, and mail.Process financial transactions, including deposits and...

OverviewAt Patelco Credit Union, we are dedicated to building financial health and wellbeing for our members. As a Teller (Senior Member Service Representative), you will play a vital role in delivering high-quality service by assessing the needs of our diverse membership while processing transactions efficiently.

We are seeking a highly skilled Financial Services Representative to join our team. As a member of our client services team, you will be responsible for enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million.The ideal candidate will have at least 2-3 years of experience working in the financial services industry and...

OverviewWe are a Fortune 500 company that provides a range of insurance products to individuals and families. Our goal is to help people protect their financial future and achieve their goals.As a Licensed Insurance Sales Representative, you will be responsible for selling our products and providing excellent customer service.Responsibilities:Sell insurance...

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western...

We're seeking a highly skilled and motivated Financial Services Representative to join our team! As a key member of our organization, you will play a vital role in providing exceptional member experiences and promoting the credit union's products and services.Key Responsibilities:Deliver world-class face-to-face service to members requesting account...

Role OverviewThe Commercial Relationship Manager will be responsible for building and maintaining strong relationships with clients, identifying opportunities to grow our business, and developing strategies to increase revenue. Key AccountabilitiesIdentify and pursue new business opportunities.Develop and maintain strong relationships with...

Become a part of Bankers Life's legacy, dating back to 1879, where we remain true to our heritage of strength, stability, and service. We help provide financial security solutions and have been recognized for our diversity efforts and as a best midsize employer.Our Commission structure is designed to grow with you, along with renewable income and bonus...

Financial Representative Trainee (Sales) - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 503752 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAre you driven, self-motivated, and eager to jumpstart your career in the financial services industry? Were...

Financial Representative Trainee (Sales) - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 503752 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAre you driven, self-motivated, and eager to jumpstart your career in the financial services industry? Were...

Financial Representative Trainee (Sales) - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 503752 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAre you driven, self-motivated, and eager to jumpstart your career in the financial services industry? Were...

Overview:">Westlake Financial Services is a leading lender for independent and franchise dealerships, established in 2013 as a division of Westlake Financial Services. We strive to provide both independent and franchise dealers inventory financing plan lines of credit, catering to any business's needs.Sales Management:">We are seeking an experienced and...

We are seeking a highly skilled and experienced Financial Services Representative to join our team. As a High Net Worth Financial Services Representative, you will be responsible for building and maintaining strong relationships with our high-net-worth clients who have complex service and investment needs.Key Responsibilities:Engage with customers via...

Why Join Us?BMO Financial offers a unique opportunity to join a purpose-driven organization that is shaping the future of financial services. As a Commercial Relationship Manager, you will be part of a dynamic and innovative team that is committed to creating lasting, positive change for our customers, communities, and people.What You Can Expect:A...

Organization : Name: SACRAMENTO CA Default: Location : City: SACRAMENTO Overview: The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial...

Financial Representative Trainee (Sales) - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 503752 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAre you driven, self-motivated, and eager to jumpstart your career in the financial services industry? Were...

Financial Representative Trainee (Sales) - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 503752 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAre you driven, self-motivated, and eager to jumpstart your career in the financial services industry? Were...

About the RoleWe are seeking an experienced Financial Services Supervisor to join our team at the Williston Financial Group. This role will be responsible for managing and leading teams who perform a wide range of duties related to financial services.Key Responsibilities:Manage and lead teams who perform a wide range of duties related to financial...