Financial Services Representative

4 weeks ago


Plano, Texas, United States LINCOLN WEALTH Full time
Job Description

Lincoln Wealth is seeking a skilled Financial Services Representative to join our team. As an Independent Advisor, you will be responsible for meeting with clients, completing the new client process, and providing exceptional service.

Key Responsibilities:

  • Meet with clients to understand their financial needs and goals
  • Complete the new client process, including onboarding and account setup
  • Develop and implement personalized financial plans to help clients achieve their goals
  • Provide ongoing support and guidance to clients to ensure they remain on track

Requirements:

  • Series 65 or 66 license
  • Proven closing results and ability to meet or exceed sales targets
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

About Lincoln Wealth:

We are a fast-growing financial services company dedicated to helping our clients achieve financial freedom. Our team is passionate about delivering exceptional service and building long-term relationships with our clients.

Location:

Our headquarters is located in Plano, TX, with remote offices in Ft Worth, Houston, The Woodlands, and Arlington.



  • Plano, Texas, United States Michael Fortado - State Farm Agent Full time

    Job DescriptionMichael Fortado - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually...


  • Plano, Texas, United States Texans Credit Union Full time

    Company OverviewTexans Credit Union is a leading financial institution dedicated to providing exceptional customer service and financial solutions to our members.As a Financial Service Representative, you will play a vital role in delivering outstanding customer support and promoting our credit union products and services.Job DescriptionJob Purpose and...


  • Plano, Texas, United States The Cavco Family of Companies Full time

    About the Role:The Cavco Family of Companies is seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional customer experiences, resolving financial discrepancies, and negotiating repayment plans. Key Responsibilities:• Provide exceptional...


  • Plano, Texas, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Potential with Symmetry Financial GroupAre you ready to take your career to the next level and build a business that generates system-driven income?As a Customer Success Representative with Symmetry Financial Group, you'll have the opportunity to work with clients who are genuinely interested in our services, and enjoy uncapped income potential...


  • Plano, Texas, United States EECU Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Universal Floater to join our team at EECU. As a key member of our financial center team, you will be responsible for providing exceptional member service, expanding relationships, and acquiring new relationships by offering needs-based products and services.The ideal candidate will have a...


  • Plano, Texas, United States Baylor Scott & White Healthcare Full time

    Job SummaryThe Access Services Representative 1 plays a vital role in ensuring seamless patient registration and financial clearance processes. This position requires excellent communication and interpersonal skills to obtain accurate demographic and insurance information from patients.Key Responsibilities• Conduct patient interviews to gather demographic...


  • Plano, Texas, United States Atria Wealth Solutions Full time

    Financial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a skilled Financial Advisor to provide investment and retirement planning services to its members in the Plano, TX area. As a Financial Advisor, you will be responsible for identifying and evaluating customer needs, developing investment strategies, and staying current on market...


  • Plano, Texas, United States The Cavco Family of Companies Full time

    Job Summary:CountryPlace, a rapidly growing nationwide lender, is seeking a highly skilled Customer Account Manager to join their team at the corporate office in the Plano area. This is a unique opportunity to provide exceptional customer service and drive business growth.About the Role:This position offers a competitive salary, bonus structure, and...


  • Plano, Texas, United States Sunflower Bank Full time

    About the RoleSunflower Bank is seeking a highly motivated and customer-focused individual to join our Customer Care Center team as a Customer Service Representative. In this role, you will be responsible for providing exceptional customer service and building relationships with customers through bank products and services.Key ResponsibilitiesProvide prompt...


  • Plano, Texas, United States Fisher Investments Full time

    Client Development Vice PresidentAt Fisher Investments, we seek a Financial Services Director to join our team. This role involves providing holistic financial planning and portfolio analysis services to our clients.The OpportunityThis onsite position is located in the United States and offers uncapped performance-based compensation with the possibility of a...


  • Plano, Texas, United States The Sullivan Agency Full time

    Job DescriptionWe are seeking individuals with a growth and entrepreneurial mindset, resilience, positive attitude, self-motivation, coachability, strong work ethic, and alignment with our core values.To succeed in this position, you'll need a laptop/computer with a video camera, high-speed internet, smart phone, and an insurance license (we can help you...


  • Plano, Texas, United States Domino's Pizza LLC Full time

    Customer Service RepresentativeAt Domino's Pizza LLC, we're looking for a skilled Customer Service Representative to join our team. As a key member of our front-of-house team, you'll be responsible for:Greeting customers and providing them with a positive, engaging experience.Taking customer orders using our Point of Sales System.Cleaning, preparing, and...


  • Plano, Texas, United States PennyMac Full time

    About the Role:Pennymac is seeking a skilled Bilingual Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional support to our customers through polite and informative phone interactions in an inbound high volume call center environment.Key Responsibilities:Provide...


  • Plano, Texas, United States Fisher Investments Full time

    Key Responsibilities: Assist clients in achieving their financial objectives without managing service-related tasks.Support and Resources: Collaborate with a dedicated Client Development Manager to ensure access to necessary training and resources for success.Leadership and Expertise: Leverage the guidance of a seasoned Vice President, Development, to drive...


  • Plano, Texas, United States Domino's Pizza LLC Full time

    Customer Service RepresentativeAt Domino's Pizza LLC, we're looking for a talented individual to join our team as a Customer Service Representative. As a key member of our front-of-house team, you'll be responsible for providing exceptional customer service and ensuring a positive experience for our guests.Key Responsibilities:Greet customers and provide...

  • Data Analyst

    4 weeks ago


    Plano, Texas, United States Capital One Full time

    About the RoleCapital One is seeking a highly skilled Data Analyst to join our Financial Services team. As a Data Analyst, you will play a critical role in driving business growth and innovation through data-driven insights.Key ResponsibilitiesPartner with business stakeholders to design and develop data solutions that meet business needsDevelop and maintain...


  • Plano, Texas, United States PennyMac Full time

    About the RolePennymac is seeking a highly skilled Senior Servicing Financial Analyst to join our team. As a key member of our Servicing division, you will be responsible for developing and implementing data-driven strategies to improve operational efficiency and drive business growth.Key Responsibilities:Develop and maintain complex financial models to...


  • Plano, Texas, United States Hilltop Holdings Full time

    Summer Internship Opportunity in Wealth ManagementHilltop Securities Inc. is seeking qualified students to join our Wealth Management team as a Summer Intern. This individual will work closely with our Wealth Management professionals to gain hands-on experience in the financial services industry while assisting with several key initiatives across the...


  • Plano, Texas, United States Toyota Motor Sales, U.S.A., Inc. Full time

    We are seeking a highly motivated and detail-oriented Accounting Intern to join our team at Toyota Financial Services. As an Accounting Intern, you will have the opportunity to gain hands-on experience in accounting and financial reporting, working closely with our experienced accounting team.Key Responsibilities:Support daily and monthly accounting...


  • Plano, Texas, United States The Glass Guru Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. In this role, you will be the primary point of contact for our customers, providing exceptional service and support to ensure their satisfaction and loyalty.Key Responsibilities:Respond to customer...