Credit Union Financial Advisor

About the RoleThis is an exciting opportunity to join a dynamic team at POSTCITY FINANCIAL CREDIT UNION, where you will have the chance to make a real impact on our members' lives. As a Financial Services Representative, you will be responsible for delivering exceptional customer service, building strong relationships with members, and promoting credit union...

Job DescriptionThe Financial Partners Credit Union is seeking an experienced Wealth Management Advisor to join our team. In this role, you will be responsible for providing comprehensive wealth management services to our members.We offer a salary range of $95,000 - $135,000 per year, depending on experience and qualifications.Responsibilities:Financial...

About the JobWe are seeking a highly skilled and experienced Financial Consultant to join our team at Financial Partners Credit Union. The ideal candidate will have a strong background in financial planning and analysis, excellent communication and interpersonal skills, and the ability to work effectively in a team environment.The estimated annual salary for...

Job SummaryWe are seeking a highly skilled Financial Services Representative to join our team at POSTCITY FINANCIAL CREDIT UNION. This role requires strong communication skills, knowledge of financial products, and a passion for delivering exceptional customer service.Key Responsibilities:Member Interviews: Conduct thorough interviews with members to...

About the RoleThis Financial Consultant position offers a competitive salary and bonus structure, with an estimated base pay of $70,000 to $90,000 annually, depending on experience.We are seeking a highly skilled and motivated individual to join our team as a Financial Consultant at Financial Partners Credit Union. As a key member of our team, you will be...

Why Join Us?At POSTCITY FINANCIAL CREDIT UNION, we offer a dynamic work environment, excellent benefits, and opportunities for growth and development. As a Financial Services Representative, you will have the chance to:Key Responsibilities:Deliver Exceptional Service: Provide top-notch customer service to members, ensuring their financial needs are met.Build...

About the OpportunityWe are offering a comprehensive compensation package, including an estimated annual salary range of $80,000 to $110,000, depending on experience.As a Financial Consultant at Financial Partners Credit Union, you will play a pivotal role in empowering our members to achieve their financial goals. You will provide personalized financial...

About the RoleAs a Personal Finance Consultant at the Financial Partners Credit Union, you will be responsible for providing personalized financial advice and solutions to our members.We are offering a salary range of $90,000 - $130,000 per year, commensurate with experience and qualifications.Responsibilities:Financial Planning and Analysis: Conduct...

Financial Planning SpecialistWe are seeking a Lead Advisor to collaborate with our award-winning wealth management and financial planning practice based in Manhattan Beach. As a Certified Financial Planner Professional, you will work closely with private wealth advisors and other team members to create comprehensive financial plans for new clients and update...

Job Title: Credit Risk AnalystAt City National Bank, we are seeking a skilled Credit Risk Analyst to join our team.As a Credit Risk Analyst, you will be responsible for analyzing loan transactions and credit worthiness of borrowers, validating credit analysis and providing opinions and recommendations regarding proposed credit and potential risks.This is an...

Job Summary:We are seeking a Commercial Credit Analyst to join our team at City National Bank. This role will be responsible for analyzing loan transactions and credit worthiness of borrowers, validating credit analysis and providing opinions and recommendations regarding proposed credit and potential risks.The ideal candidate will have a Bachelor's degree...

Key ResponsibilitiesReview loan request applications and financial information to determine credit structure and terms.Evaluate industry data, competitive factors, historical performance, projected results, risks, and mitigating factors to ensure accurate credit decisions.Collaborate with Relationship Managers and Credit Manager to develop effective credit...

**Job Description:** Healthcare Financial AdvisorAbout the Job:We are seeking a highly motivated and detail-oriented Healthcare Financial Advisor to join our team at Colorado Center For Reproductive Medicine. As a key member of our billing department, you will be responsible for assisting patients with understanding their insurance benefits and financial...

Tax Preparer Job SummaryWe are looking for a motivated and detail-oriented Tax Preparer to join our team at Clark & Betancourt, Inc. in Long Beach, NY. As a Tax Preparer, you will be responsible for preparing and filing tax returns for individuals, corporations, and partnerships.Key Responsibilities:Prepare and file tax returns with accuracy and attention to...

About this role:We are seeking a talented Next Gen Financial Advisor – Wealth Brokerage Services to join our team in Wealth and Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.In this role, you will participate in Wells Fargo Advisors training program for meeting personal, professional, and...

Job Requirements:To be successful in this role, you will need to have a minimum of 2 years of experience in tax preparation, proficiency in tax preparation software, and strong understanding of federal and state tax regulations. You will also need to possess excellent attention to detail, organizational skills, and communication skills.As a tax professional,...

Client Growth Advisor Job Summary:Mortgage Benefits is seeking a seasoned Client Growth Advisor to partner with clients and drive mutual growth and success. As a key member of our team, you will foster strong relationships with clients, identify opportunities for growth, and provide strategic guidance to achieve outstanding results.Key...

Salary Range: $150 - 180KWe are seeking an experienced and results-driven Director of Accounting Services to oversee and lead the core functions of Payroll, Accounts Payable (AP), Procurement, and the management of the company's credit card platform. Reporting directly to the Chief Financial Officer (CFO), this role is instrumental in ensuring the...

Job Title: Senior Finance ManagerEstimated Salary: $150,000 - $200,000 per year.About Us:We are Recruiting Resources, Inc., a thriving and privately held real estate company based in Long Beach, CA. We are seeking a highly skilled and experienced Senior Finance Manager to join our dynamic finance team.The successful candidate will be responsible for leading...

Job Title: Senior Finance ManagerEstimated Salary: $150,000 - $200,000 per year.About the Role:We are seeking an experienced Senior Finance Manager to join our dynamic finance team in Long Beach, CA. The ideal candidate will have a background in tax management, tax strategy, and general ledger (GL) accounting, along with significant experience working with...