Current jobs related to Financial Services Professional - Austin, Texas - Atria Wealth Solutions
-
Financial Professional
4 weeks ago
Austin, Texas, United States Global Financial Impact - Brian Garcia Full timeUnlock Your Earning PotentialAre you looking for a career change or an additional stream of income? Our company offers a unique opportunity to become a financial professional and earn a six-figure income.As a financial professional, you will work with A+ rated financial companies across the nation, providing services that meet the needs of clients. With our...
-
Financial Services Professional
4 weeks ago
Austin, Texas, United States Walter Mccone - State Farm Agent Full timeJob DescriptionJob DescriptionROLE RESPONSIBILITIES:As a Financial Services Professional with Walter Mccone - State Farm Agent, you will successfully market financial products that manage everyday risks. Your knowledge of financial products reinforces your sales-minded approach to educating customers on their financial options. Your analytical precision...
-
Financial Services Professional
4 weeks ago
Austin, Texas, United States Paramount leadership development Full timeTransforming Wealth into Meaningful ImpactAt Paramount Leadership Development, we're committed to empowering individuals and families to take control of their financial futures. Our comprehensive solutions and mentorship programs help clients achieve financial independence and make a lasting legacy.We're seeking a motivated and results-driven Financial...
-
Financial Services Professional
4 weeks ago
Austin, Texas, United States Northwestern Mutual Full timeAs a Financial Representative/Financial Advisor with Northwestern Mutual, you will have the opportunity to help clients achieve their financial goals through personalized financial planning. Our award-winning training program will equip you with the skills and knowledge needed to succeed in this role.With a focus on building strong relationships with...
-
Financial Services Representative
1 month 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...
-
Financial Services Professional
4 weeks ago
Austin, Texas, United States University Federal Credit Union Full timeFinancial Advisor Role at University Federal Credit UnionAs a Financial Advisor at University Federal Credit Union, you will play a crucial role in providing members with expert financial and retirement planning services. Your primary responsibility will be to offer investment advice, recommend suitable financial solutions, and communicate the risks,...
-
Financial Services Representative
1 month 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...
-
Licensed Financial Services Professional
4 weeks ago
Austin, Texas, United States Charles Schwab Full timeYour Opportunity at Charles SchwabAt Charles Schwab, you'll have the chance to make a meaningful impact on your career and the finance industry. Our innovative solutions and world-class service empower you to challenge the status quo and drive positive change.As a Licensed Financial Services Representative, you'll work closely with clients to provide...
-
Tax Liaison Professional
3 weeks ago
Austin, Texas, United States REAP Financial Full timeWe are seeking an experienced tax professional to join our team at REAP Financial. As a Client Service Tax Liaison, you will be responsible for streamlining clients' tax preparation experience by liaising between clients and our preferred CPAs. You will advise clients on tax optimization strategies and help them make smart financial decisions to maximize...
-
Financial Services Representative
4 weeks ago
Austin, Texas, United States Texas Department of Aging & Disability Services Full timeJob Summary:The Financial Services Representative will provide support to the Finance Division by answering calls placed to the payment hotline. This role will interact with various stakeholders, including purchasers, program staff, budget analysts, business managers, vendors, and representatives from other departments. The successful candidate will also...
-
Financial Services Professional
5 days ago
Austin, Texas, United States ASPIRIANT LLC Full timeJob OverviewWe are seeking a highly motivated and organized Financial Services Professional to join our Client Service Operations Team as a Senior Associate. As part of this role, you will work closely with our Wealth Managers to deliver exceptional client service and support the growth of our business.
-
Life Insurance Sales Professional
1 month ago
Austin, Texas, United States Karlo Financial Full timeAbout Karlo FinancialKarlo Financial is a leading provider of comprehensive life insurance solutions, dedicated to helping individuals and families achieve peace of mind and financial security.Job DescriptionAs a Remote Life Insurance Sales Representative, you will play a critical role in helping clients make informed decisions about their financial futures....
-
Senior Financial Professional
4 weeks ago
Austin, Texas, United States Creative Financial Staffing Full timeSenior AccountantThis role is a great opportunity for a Senior Accountant to join a leading firm in the AEC industry. The ideal candidate will have experience in accounting duties and will be responsible for managing month-end closing, G/L accounting, and reconciliation. The Senior Accountant will also maintain fixed asset records, calculate and book...
-
Financial Risk Investigator
4 weeks ago
Austin, Texas, United States SELF Financial LLC Full timeFinancial Risk InvestigatorAt SELF Financial LLC, we're looking for a skilled Financial Risk Investigator to join our Credit Card Disputes Team. As a key member of our team, you'll be responsible for investigating credit card transaction disputes, both fraud and non-fraud related. Your expertise will help us mitigate credit risk and ensure the integrity of...
-
Client Service Coordinator
4 weeks ago
Austin, Texas, United States REAP Financial Full time**Job Summary**We are seeking a highly skilled Client Service Administrator to join our team at REAP Financial Group, LLC in Austin, TX. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and supporting our financial advisors.Key Responsibilities:Service existing client base with all...
-
Financial Sales Professional
4 weeks ago
Austin, Texas, United States Northwestern Mutual Full timeUnlock Your Sales PotentialWe're seeking a highly motivated and driven individual to join our team as a Financial Sales Advisor. As a member of our team, you'll have the opportunity to develop your sales skills and work with a diverse group of professionals who are passionate about making a difference.About UsWe're a fast-growing and successful team that's...
-
Financial Strategist
4 weeks ago
Austin, Texas, United States Five Pillar Financial Full timeJob SummaryWe are seeking a highly motivated and results-driven Financial Strategist-Life Insurance and Annuities to join our team at Five Pillar Financial Agency. As a key member of our team, you will be responsible for providing clients with 100% guaranteed tax-free wealth strategies that create generational wealth.Key ResponsibilitiesDevelop and implement...
-
Financial Services Supervisor
3 weeks ago
Austin, Texas, United States MK VARGAS & ASSOCIATES LLC Full timeJob DescriptionAt MK VARGAS & ASSOCIATES LLC, we are seeking a highly skilled and experienced Bookkeeper/Supervisor to join our team. As a key member of our accounting department, you will be responsible for managing multiple clients with complex bookkeeping requirements and structures.Key Responsibilities:Manage and maintain accurate and up-to-date...
-
Financial Analyst
4 weeks ago
Austin, Texas, United States SafeLease Insurance Services Full timeAbout the RoleSafeLease Insurance Services is a leading insurance technology company specializing in the self-storage industry. Our innovative insurance and software products are used by thousands of properties nationwide. We've built a high-growth organization by vertically integrating distribution, balance sheet risk, and claims adjusting. This senior...
-
Insurance and Financial Services Professional
4 weeks ago
Austin, Texas, United States Evan Spielvogel - State Farm Agent Full timeJob OverviewAs a State Farm Agent Team Member, you will play a crucial role in helping our business grow through value-based conversations and remarkable customer experiences. We seek a motivated and self-starting professional who thrives in a fast-paced environment and is passionate about helping people manage the risks of everyday life, recover from the...
Financial Services Professional
1 month ago
University Federal Credit Union is seeking a Financial Advisor to join their team in the northern part of their Austin, TX market. This role is a great opportunity for a motivated and experienced professional to provide financial and retirement planning services to members, non-members, and UFCU employees.
Key Responsibilities- Provide financial and retirement planning services to members, non-members, and UFCU employees.
- Conduct webinars, seminars, and workshops on financial and retirement topics.
- Prospect for clients internally and externally through client referrals, networking, and existing members.
- Identify opportunities to expand member relationships.
- Consistently follow up on leads elicited through growth generating activities.
- Provide personalized investment services by meeting with members, non-members, and employees to acquire a full understanding of their financial objectives.
- Analyze financial information and develop a diversified investment strategy using a wide range of products to meet the members' goals.
- Advise clients with investment relationships on asset allocation and portfolio construction.
- Follow up on a regular basis to ensure the members' needs are met.
- Meet or exceed monthly sales quotas.
- Seek guidance and coaching from Manager, Financial Advisors, and Wealth Advisors.
- Build relationships and work with various business partners.
- High School Diploma or equivalent required.
- Minimum of three (3) years of related experience required.
- FINRA Series 7, 66 or 63/65 combination licenses required.
- Life and Health Insurance Licenses required.
- Must be bondable.
- Bachelor's degree in a related field preferred.
The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- While performing the duties of this job, the employee is regularly exposed to outdoor weather conditions.
- This position may involve periodic stressful conditions.
- May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.
- May occasionally move from one work location/branch to another.
- Public contact position, requiring appropriate professional appearance.
- Frequent computer use at a workstation up to two hours at a time.
- The noise level in the work environment is usually moderate.