Current jobs related to Financial Services Professional - Houston, Texas - Daniel Lottinger - State Farm Agent
-
Financial Services Professional
2 weeks ago
Houston, Texas, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing financial planning and investment advice to clients. You will work closely with clients to understand their financial goals and develop personalized financial plans...
-
Financial Services Professional
2 weeks ago
Houston, Texas, United States PNC Financial Services Group Full timeJob SummaryAs a Financial Advisor at PNC, you will be responsible for providing personalized financial planning and investment advice to clients. You will work closely with clients to understand their financial goals and develop tailored solutions to help them achieve those goals.Key ResponsibilitiesConsult with clients to understand their financial needs...
-
Financial Services Professional
1 week ago
Houston, Texas, United States PNC Financial Services Group Full timeJob DescriptionPosition OverviewPNC Financial Services Group is committed to delivering exceptional customer experiences and fostering a culture of inclusivity and accessibility. As a Financial Advisor within our organization, you will play a critical role in helping clients achieve their financial goals and objectives.Key ResponsibilitiesDevelop and...
-
Financial Services Professional
1 month ago
Houston, Texas, United States Magellan Financial & Insurance Services, Inc. Full timeFinancial Advisor OpportunityAt Magellan Financial & Insurance Services, Inc., we are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their retirement.Key Responsibilities:Provide comprehensive financial planning and investment advice to...
-
Financial Services Professional
1 week ago
Houston, Texas, United States PNC Financial Services Group Full timeInvestment and Insurance Advisor RoleAs an Investment and Insurance Advisor within PNC Investments, you will be based in Houston, Texas. This role is part of a highly collaborative circuit of branches, where you will manage an assigned book of business.PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their...
-
Financial Services Professional
1 week ago
Houston, Texas, United States The PNC Financial Services Group, Inc Full timeJob DescriptionAs a Financial Advisor within PNC Investments, you will be based in Houston, Texas. This role is responsible for consulting on investment and insurance strategies, as well as the development of financial plans for clients. You will grow and retain an investment and insurance book of business, owning the client experience and efficiently...
-
Financial Services Professional
2 weeks ago
Houston, Texas, United States Strategic Financial Group LLC Full timeEmbark on a Career as a Financial Services ProfessionalAt Strategic Financial Group LLC, we're on a mission to champion financial independence, future preparedness, and community impact. As a financial services professional, you'll be part of a team that prioritizes the value of its clients and their contributions to society.The Role:You'll dive into a role...
-
Senior Financial Services Professional
1 week ago
Houston, Texas, United States IMG Financial Group Full timeAt IMG Financial Group, we are dedicated to delivering tailored financial solutions that help our clients achieve their long-term goals and secure their financial stability.Our commitment to excellence, integrity, and innovation drives us to provide exceptional service and build lasting relationships with our clients.As a Financial Advisor at IMG Financial...
-
Financial Professional
2 weeks ago
Houston, Texas, United States EA Financial Full timeJob OpportunityWe are seeking a highly motivated and driven individual to join our team as a Financial Professional. As a key contact and liaison for clients, you will be responsible for ensuring their total satisfaction and providing support in a timely, professional, and courteous manner.As a Financial Professional, you will have the opportunity to work...
-
Financial Services Professional
1 week ago
Houston, Texas, United States Teacher's Pension and Insurance Services Full timeFinancial Services ProfessionalTeacher's Pension and Insurance Services is seeking a skilled Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing financial wellness education, resources, and retirement planning services to public school employees. This role involves 403(b) and 457(b)...
-
Financial Services Professional: Entry-Level
1 month ago
Houston, Texas, United States Strategic Financial Group Full timeJob Opportunity at Strategic Financial GroupStrategic Financial Group is seeking a highly motivated and ambitious Financial Services Professional to join our team. As a Financial Advisor, you will play a crucial role in guiding individuals, business owners, and families towards a secure financial future.Key Responsibilities:Develop and maintain strong...
-
Experienced Financial Professional
2 weeks ago
Houston, Texas, United States IMG Financial Group Full timeUnlock Your Potential as a Financial AdvisorAt IMG Financial Group, we empower our clients to achieve financial stability and success through tailored solutions and expert guidance.Our commitment to integrity, excellence, and innovation drives us to deliver exceptional service and build lasting relationships with our clients.As a Financial Advisor at IMG...
-
Houston, Texas, United States Strategic Financial Group Full timeJob DescriptionKickstart your journey as a Financial Services Professional at Strategic Financial Group, a beacon of excellence in financial planning, proudly affiliated with MassMutual, a Fortune 100 luminary. Our foundation is deeply rooted in a mutual company's ethos, dedicated to fulfilling promises, safeguarding families, and uplifting communities since...
-
Financial Services Consultant
1 week ago
Houston, Texas, United States PNC Financial Services Group Full timeJob DescriptionAs a Financial Advisor at PNC, you will be responsible for providing personalized financial planning and investment advice to clients. This includes consulting on investment and insurance strategies, developing financial plans, and growing and retaining a book of business.Key ResponsibilitiesConsult with clients to understand their financial...
-
Financial Services Professional
2 weeks ago
Houston, Texas, United States Teacher's Pension and Insurance Services Full timeEmpower Public School Employees to Achieve Financial SecurityTeacher's Pension and Insurance Services is seeking a skilled Financial Advisor to work within existing plan sponsor relationships in the education market. As a Financial Advisor, you will be responsible for 403(b) and 457(b) enrollments, retirement and investment counseling, and participant...
-
Financial Professional
1 week ago
Houston, Texas, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the Houston area. As a leading independent broker-dealer in the defined contribution and defined benefit business, we offer a unique opportunity for a motivated individual to excel in the education market.This role will focus on...
-
Financial Professional
2 weeks ago
Houston, Texas, United States Creative Financial Staffing Full timeStaff Accountant Job DescriptionWe are seeking a detail-oriented professional to manage our payroll and general ledger activities in a Staff Accountant role. Key responsibilities include accurately posting payroll entries in the general ledger, handling prepaid entries, and reconciling accounts in Excel to ensure accuracy and compliance.Qualifications:-...
-
Senior Financial Professional
1 month ago
Houston, Texas, United States Creative Financial Staffing Full timeAbout the Senior Accountant RoleWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will be responsible for maintaining the general ledger and fixed assets management modules within the JD Edwards accounting system, as well as indirect maintenance of the Accounts Payable and Accounts...
-
Financial Services Professional
2 weeks ago
Houston, Texas, United States New York Life Full timeWe are seeking a highly motivated and detail-oriented Financial Services Professional to join our team at New York Life. As a Financial Services Professional, you will be responsible for mastering our insurance products and effectively communicating their benefits to clients. Your key responsibilities will include presenting proposals, explaining policy...
-
Financial Services Professional
1 week ago
Houston, Texas, United States Guardian Austin Full timeJob OverviewGuardian Austin is seeking a motivated and ambitious Financial Representative to collaborate with individuals and businesses in the community, offering access to financial services and products that safeguard assets, enhance financial awareness, and foster wealth creation.As a Financial Representative, you will have the opportunity to make a...
Financial Services Professional
2 months ago
We are seeking a highly motivated and results-driven individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for establishing relationships with potential clients, maintaining current client accounts, and driving business growth through sales and marketing efforts.
Key Responsibilities- Establish and maintain relationships with clients to understand their insurance and financial needs
- Develop and implement sales and marketing strategies to drive business growth
- Provide exceptional customer service and support to clients
- Stay up-to-date on industry trends and product changes to provide expert advice to clients
- Meet or exceed sales and revenue targets
- Property and Casualty license
- Life and Health license
- Bilingual Spanish/English (preferred)
- Punctuality and reliability
- Coachable and self-motivated
- Team player with excellent communication skills
- Competitive salary and commission structure
- Paid time off and holidays
- Opportunities for growth and professional development
- Training and support to help you succeed
Daniel Lottinger - State Farm Agent is a leading insurance and financial services provider dedicated to helping individuals and families achieve their financial goals. We are committed to providing exceptional service and support to our clients, and we are seeking like-minded individuals to join our team.