Financial Services Representative

2 days ago


Buffalo, New York, United States Equitable Services Full time
About Equitable Advisors

At Equitable Advisors, we're dedicated to helping our clients achieve their financial goals and secure their financial well-being. Our team of experienced financial professionals is passionate about delivering exceptional customer service and building long-term relationships with our clients.

Our Mission

We strive to deliver customized financial strategies that address the evolving needs of our clients. Our mission is to provide guidance, trust, and technology to help our clients achieve their financial aspirations.

Our Values

We value diversity, equity, and inclusion, and we're committed to fostering an inclusive work environment. We believe in the importance of social impact and community engagement, and we're proud to offer programs such as 1,000 Hours of Giving Back and Equitable Excellence, which provide opportunities for our employees to make a positive impact in their communities.

Our Benefits

We offer a comprehensive benefits package, including medical insurance, a 401(k) plan with company match, and an Employee Stock Purchase Plan (ESPP). We also offer opportunities for professional development and advancement, including training and support programs, and management opportunities for those who want to advance into leadership roles.

Requirements
  • Applicants must be authorized to work in the United States.
  • A four-year college degree is preferred but not required.
  • We will help you navigate obtaining the required state licenses and sitting for the SIE, which must be passed prior to onboarding.
  • We will sponsor your pursuit of FINRA Series 7 and 66 registrations.
  • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic, and the desire to help others plan for and protect their financial futures.
  • Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence.
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships.


  • Buffalo, New York, United States Equitable Services Full time

    About Equitable ServicesEquitable Services is a leading provider of financial solutions, dedicated to helping individuals and businesses achieve their long-term goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial strategies to meet the unique needs of our clients.Job SummaryWe...


  • Buffalo, New York, United States Experior Financial Group Full time

    About Experior Financial GroupWe are a leading financial services company dedicated to providing our clients with expert advice and tailored solutions.Job SummaryWe are seeking a highly motivated and experienced Insurance Sales Representative to join our team. As an Insurance Sales Representative, you will be responsible for:Conducting needs analyses to...


  • Buffalo, New York, United States Equitable Services Full time

    About Equitable AdvisorsAt Equitable Advisors, we're dedicated to helping our clients achieve their financial goals and secure their financial well-being. Our team of experienced financial professionals is passionate about delivering exceptional customer experiences and building long-term relationships based on trust, guidance, and technology.Our MissionWe...


  • Buffalo, New York, United States American Coradius Full time

    Job SummaryWe are seeking a highly motivated and results-driven Collections Specialist to join our team at American Coradius International LLC. As a key member of our financial services team, you will be responsible for utilizing various recovery strategies and methodologies to contact consumers and negotiate payment within federal, state, and client...


  • Buffalo, New York, United States OLV Human Services Full time

    About the RoleWe are seeking a highly organized and detail-oriented Patient Service Representative to join our team at Baker Victory HealthCare Center. As a Patient Service Representative, you will play a vital role in ensuring the smooth operation of our dental office, providing exceptional patient care, and maintaining accurate records.Key...


  • Buffalo, New York, United States OLV Human Services Full time

    About the RoleWe are seeking a highly organized and detail-oriented Patient Service Representative to join our team at OLV Human Services. As a key member of our front desk team, you will be responsible for providing exceptional patient care and ensuring a smooth and efficient experience for our patients.Key ResponsibilitiesAnswering phone calls and...


  • Buffalo, New York, United States Horizon Bank Full time

    Job OverviewHorizon Bank is seeking a skilled Communication Center Representative to join our team. As a key member of our customer service team, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional service, and offering personalized advice to meet their financial needs.Key...


  • Buffalo, New York, United States Rich Products Full time

    Customer Service RepresentativeAt Rich Products Corporation, we are seeking a highly skilled Customer Service Representative to join our team. As a key member of our Customer Service & Logistics organization, you will be responsible for providing exceptional service to our customers, brokers, and internal associates.Key Responsibilities:Respond to customer...


  • Buffalo, New York, United States Basil Family Dealerships Full time

    Job Summary: We are seeking a highly motivated and customer-focused individual to join our team as a Customer Care Specialist at the Basil Family Dealerships. As a key member of our sales team, you will be responsible for providing exceptional customer service, creating a welcoming showroom experience, and supporting our sales representatives.Key...


  • Buffalo, New York, United States Citizens Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our branch team, you will be responsible for providing exceptional service to our customers, helping them achieve their financial goals, and building strong relationships with our community.Key...


  • Buffalo, New York, United States SPEED Global Services Full time

    Job SummarySPEED Global Services is seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and resolving any issues that may arise.Key Responsibilities:Interact with clients to respond to...


  • Buffalo, New York, United States Apex Innovations Full time

    Unlock Your Potential in Insurance and Financial ServicesAre you a motivated and driven individual looking to start a promising career in insurance and financial services? Do you enjoy working with people and developing solutions together? We want you to join our team at ERGO and lay the foundation for a successful career.Your Central Role:You will learn how...


  • Buffalo, New York, United States Buffalo Lodging Associates, LLC Full time

    Job OverviewCompany: Buffalo Lodging Associates, LLCWe are seeking a dedicated Guest Services Representative to become a vital part of our team. This role is essential in ensuring a welcoming atmosphere for all visitors. The ideal candidate will thrive in a fast-paced environment and possess a passion for providing exceptional service.The Guest Services...


  • Buffalo, New York, United States Bryant & Stratton Full time

    Job SummaryThe Financial Services Advisor is responsible for advising and assisting current and prospective students with all aspects of financial aid. This includes accurately and efficiently advising, packaging, and awarding students their financial aid.Key ResponsibilitiesCounsel prospective students and/or parents regarding financial aid.Counsel and...


  • Buffalo, New York, United States Wegmans Food Markets Full time

    About the RoleWe're seeking a talented individual to join our sub shop team as a Customer Service Representative. As a key member of our team, you will be responsible for creating a positive customer experience by providing exceptional service and ensuring that our customers receive their orders accurately and on time.Key ResponsibilitiesProvide top-notch...


  • Buffalo, New York, United States Joseph Czaja - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and customer-focused professional to join our team as a Customer Service Representative. As a key member of our team, you will play a vital role in building and maintaining strong relationships with our customers, providing exceptional service, and driving business growth.Key ResponsibilitiesEstablish and...


  • Buffalo, New York, United States Tesla Full time

    Job SummaryTesla is seeking a highly skilled and experienced Customer Service Representative to join our team. As a Customer Service Representative, you will be the voice of our Diagnostics team, providing exceptional customer service and support to our customers.Key ResponsibilitiesDeliver a high level of customer service on every interactionOwn the...


  • Buffalo, New York, United States General Physicians PC Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Patient Services Representative to join our team at General Physicians PC. As a key member of our front office staff, you will be responsible for providing exceptional patient care and administrative support to our patients and healthcare team.Key ResponsibilitiesVerify patient demographics and...


  • Buffalo, New York, United States Wegmans Food Markets Full time

    About the RoleWe are seeking a skilled and friendly Customer Service Representative to join our Front End Customer Service Team. As a member of our team, you will play a vital role in ensuring customers have a positive shopping experience.Key ResponsibilitiesMaintain the appearance and safety of the parking lot, gathering shopping carts and picking up...

  • Financial Accountant

    2 weeks ago


    Buffalo, New York, United States NovaTech Industries Full time

    {"h2": "About NovaTech Industries - Our Expertise: "} The NovaTech Industries Material Testing GmbH is a recognized and DIN EN ISO 17025 accredited service provider in the field of demanding material testing and quality assurance measures. For over 35 years, NovaTech Industries has been represented at various locations throughout Germany with around 300...