Financial Services Advisor

About New York LifeNew York Life is a leader in the financial services industry, providing a strong foundation for your career success. With our backing, you can grow your practice and offer diverse products and services to meet your clients' protection and financial needs.We provide:Wide ranges of products including life insurance, annuities, long term care...

PNC Financial Services Group is seeking an experienced Investment Advisor to join our team. The ideal candidate will have a strong background in financial planning and a passion for delivering exceptional client experiences.About the Role:This is a fantastic opportunity to work with a highly collaborative circuit of branches, managing an assigned book of...

As a Part Time Financial Services Advisor, you will serve as the primary point of contact for members at Carolina Foothills Federal Credit Union. Your key responsibilities will include providing exceptional member service, facilitating financial transactions, and promoting credit union products and services.Job Responsibilities:Process financial transactions...

New York Life is a Fortune 100 company that is committed to providing financial security and peace of mind through our insurance, annuity, and investment solutions. We are currently seeking a highly motivated and accomplished communicator to join our team as a financial advisor.This role offers tremendous support and benefits, including a comprehensive...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. Our primary goal is to provide financial...

Job Overview  At Talently, LLC, we seek a detail-oriented and highly organized Client Services Associate to support our team of Financial Advisors in Greenville, SC. As a key member of our team, you will play a vital role in helping our clients achieve their retirement goals.

Find Great People | FGP is seeking an accomplished Financial Administrator to support financial advisors and manage complex tasks related to account management for high-net-worth clients.About the RoleThis position requires a highly experienced professional with 5+ years of experience in client service and administrative roles within the financial services...

Our company's mission is to protect our clients' financial well-being. As a **Financial Services Representative**, you will play a crucial role in achieving this goal by selling mortgage protection plans, as well as premium financial products to help individuals save for retirement or protect their current accounts. Our competitive bonus structure program...

Find Great People | FGP is seeking a highly experienced and self-sufficient Financial Administrator with a background in supporting financial advisors and handling complex tasks related to account management and high-net-worth clients.About the RoleWe require a professional with 5+ years of experience in CSA, showcasing exceptional client service skills and...

Unlock your full potential as a Financial Services Professional with PlanRight Financial- Lily Burton Team! We are seeking an experienced and results-driven individual to join our team as a Financial Services Professional. As a key member of our team, you will be responsible for identifying and pursuing new business opportunities, building strong...

PFS - Professional Financial Services seeks an experienced and detail-oriented Financial Operations Support professional to join our team. As a key member of our branch operations, you will perform various financial-related tasks, including collections, loan processing, and customer service.The estimated annual salary for this position is $52,000 - $62,000,...

**About This Role:** We're seeking a highly motivated Customer Service Representative to join our team at PFS - Professional Financial Services. As a key member of our branch office, you'll play a crucial role in delivering exceptional customer experiences.Job Description:This Customer Service Representative position involves supporting the manager in the...

About the RoleThe Financial Services Representative will be responsible for establishing and maintaining relationships with existing customers, as well as identifying new business opportunities. You will work closely with our experienced agents to provide expert advice on a range of financial products and services, including auto, home, life, and health...

Job SummaryWe are seeking a highly skilled and customer-focused Civic Member Experience Specialist to join our team at Local Government Federal Credit Union. In this role, you will be responsible for providing exceptional member service, building relationships with current and potential members, and promoting financial well-being.ResponsibilitiesDemonstrate...

Job Summary:Global Lending Services LLC is seeking an experienced Loan Processor to join our team. In this role, you will be responsible for reviewing funding packages for accuracy and verifying state information provided during the loan application process. You will also be responsible for managing inbound and outbound communication with customers regarding...

**Job Title:** Customer Service RepresentativeAbout PFS - Professional Financial Services:We are a leading financial services company dedicated to providing exceptional customer experiences.Job Summary:The Customer Service Representative will support the manager in the daily operations of our branch office, performing collection activities and assisting with...

Responsibilities:Determine client expenses, income, insurance coverage, and financial objectives to develop effective financial strategies.Provide expert advice on investment planning, cash management, and other areas to help clients reach their financial objectives.Analyze financial data received from clients to develop strategies for meeting their...

Embark on a fulfilling career as an Expert Financial Consultant with The Pelora Group in Greenville, SC. We offer an impressive annual salary ranging from $150,000 to $350,000 or more.Our team is dedicated to helping clients achieve their financial objectives through expert financial planning and strategic investment advice.Job OverviewYou'll thrive in a...

We are seeking a Financial Services Account Manager to join our team at Global Lending Services. As a key member of our sales team, you will be responsible for building strong business relationships with our dealership partners to secure new and additional business, as well as provide support on deals actively in the pipeline.The estimated salary for this...

About the RoleWe are seeking a highly motivated Civic Financial Services Representative to join our team at Local Government Federal Credit Union. As a key member of our organization, you will play a vital role in providing exceptional member experience and driving business growth through superior service and product awareness.Key ResponsibilitiesDeliver...