Financial Services Professional

Appointment Setter/Sales Engagement SpecialistAt Magellan Financial & Insurance Services, Inc., we empower individuals to achieve lasting financial stability and success. Based in a vibrant community, our team specializes in retirement planning and wealth management, guiding clients toward a secure and stress-free retirement.Key ResponsibilitiesEngage with...

Job DescriptionWe are seeking a skilled Financial Services Professional to join our team at Atria Wealth Solutions. As a Financial Advisor, you will be responsible for providing personalized investment services to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct seminars and workshops on financial and...

Job OpportunityAs a highly motivated and sales-driven professional, we are seeking an Insurance and Financial Services Position to join our team at Tyler Landry - State Farm Agent. This role offers a unique opportunity to develop and maintain client relationships, provide comprehensive financial planning and insurance advice, and assist clients with...

Unlock Your Career PotentialYour career path should lead to real opportunity and growth. As a Financial Advisor associated with LPL Financial, you will join the Investment Program at First United Bank & Trust in Seguin, TX. This partnership allows you to leverage the bank's exceptional referral system and capitalize on the bank's reputation and community...

Job OverviewAs a key member of the Joe Pham - State Farm Agent team, we are seeking a highly motivated and results-driven Producer to join our Insurance and Financial Services team. This role offers a unique opportunity to develop leads, schedule appointments, and market appropriate products and services to clients. With a strong focus on customer...

Empowering Financial IndependenceAt Magellan Financial & Insurance Services, Inc., we're dedicated to helping individuals and families achieve lasting financial stability and success. Our team of experts is passionate about providing personalized guidance and support to help our clients navigate the complexities of financial planning and wealth...

Financial Advisor RoleAt Atria Wealth Solutions, we are seeking a skilled Financial Advisor to provide exceptional financial and retirement planning services to our clients. The ideal candidate will have a strong understanding of investment products and services, as well as excellent communication and interpersonal skills.Key ResponsibilitiesConduct seminars...

Financial Advisor Job DescriptionUniversity Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League City, and Houston areas. As a Financial Advisor, you will provide members, non-members, and UFCU employees with financial and retirement planning services.Key Responsibilities:Conduct seminars and workshops on financial...

Job SummaryWe are seeking a highly skilled Financial Advisor to join our team in the Galveston, League City, and Houston areas. As a Financial Advisor, you will provide members, non-members, and UFCU employees with financial and retirement planning services.Key ResponsibilitiesProvide investment advice and recommend appropriate financial solutions to...

About the RoleUniversity Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League City, and Houston TX areas. As a Financial Advisor, you will provide members, non-members, and UFCU employees with financial and retirement planning services.Key ResponsibilitiesProvide investment advice and recommend appropriate financial...

Job SummaryUniversity Federal Credit Union is seeking a Financial Advisor to provide members, non-members, and employees with financial and retirement planning services. The ideal candidate will have a strong understanding of investment products and services, as well as excellent communication and interpersonal skills.Key ResponsibilitiesProvide investment...

At Magellan Financial & Insurance Services, Inc., our mission is to empower individuals to achieve lasting financial stability and success. We are an independent firm specializing in retirement planning and wealth management, with a focus on guiding clients toward a secure and stress-free retirement. Backed by a dedicated team of professionals, we provide a...

Job Summary: We are seeking a highly organized and detail-oriented Administrative Assistant to provide vital support to our team at Magellan Financial & Insurance Services, Inc.About the Role: As an Administrative Assistant, you will engage professionally with management and clients, communicate effectively with customers, vendors, and visitors, and manage...

Administrative Assistant OpportunityAt Magellan Financial & Insurance Services, Inc., we strive to provide exceptional financial guidance and support to our clients. We are seeking a highly organized and detail-oriented Administrative Assistant to join our team in League City, TX.Key Responsibilities:Provide administrative support to our financial advisors,...

About the RoleWe are seeking a highly skilled and motivated Financial Advisor to join our team at Atria Wealth Solutions. As a Financial Advisor, you will play a critical role in providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized financial planning...

Job SummaryThe Client Services Professional Floater will be responsible for providing exceptional customer service and supporting the growth of our banking centers. This role will involve working at the teller line, new accounts desk, and traveling within an assigned region to provide coverage to banking centers.Key ResponsibilitiesProvide outstanding...

We are seeking a Financial Planner to join our team at Atria Wealth Solutions. The ideal candidate will have a strong understanding of financial planning principles and be able to provide expert advice to clients.The Financial Planner will be responsible for providing personalized investment services to clients, including analyzing financial information and...

Job OverviewHouston GS Services is seeking a highly motivated Marketing Professional to join our team. As a Marketing Professional, you will be responsible for communicating with top sales and marketing executives to take our client's brands to new heights.The ideal candidate will have a degree in Marketing, Business Management, or Communications and possess...

Job OverviewHouston GS Services is seeking a highly motivated and experienced Marketing and Sales Professional to join our team as an Associate Brand Manager. In this role, you will be responsible for assisting in the development and implementation of promotional campaigns, building and maintaining relationships with clients, and providing exceptional...

Job OverviewKarlo Financial is seeking a highly motivated and skilled Remote Life Insurance Sales Representative to join our team. As a key member of our sales team, you will be responsible for connecting with potential clients, understanding their unique needs, and providing personalized life insurance solutions.Key Responsibilities:Establish and maintain...