Financial Solutions Advisor Stage II
3 weeks ago
bJobDescription:/bbrAtBankofAmerica,weareguidedbyacommonpurposetohelpmakefinanciallivesbetterthroughthepowerofeveryconnection.Ourteamisdedicatedtoprovidingcomprehensiveadviceandcustomizedsolutionstoclientstohelpthemachievetheirfinancialgoals.brbrbKeyResponsibilities:/bbrWorkswithclientstoplantheirshortandlong-termfinancialgoalsbybuildingafinancialplanwithbrokerageproducts,includingstocks,bonds,mutualfunds,annuities,andbankingandmoneymanagedsolutionsbrRecommendsbankingandinvestmentsstrategiesthatalignwithclientfinancialgoalsandneedsbrTriagesclientrequestsandmakesreferralstoappropriateinternalserviceprovidersbasedonclientneedsandassetthresholdsbrMitigatesandcontrolsriskaspartofdailyactivitiesbrIdentifiesandengagespotentialnewclientsthroughreferralsorfinancialcenterclientelebrbrbRequirements:/bbrHighSchoolDiploma/GED/SecondarySchoolorequivalentbrStrongcommunicationandinterpersonalskillsbrAbilitytoworkinafast-pacedenvironmentandmeetdeadlinesbrStronganalyticalandproblem-solvingskillsbrAbilitytoworkindependentlyandaspartofateambrbrbBenefits:/bbrThisroleiseligibleforacompetitivesalary,benefitspackage,andopportunitiesforprofessionalgrowthanddevelopment.Weofferadynamicandinclusiveworkenvironment,withafocusondiversity,equity,andinclusion.Ourteamiscommittedtomakingapositiveimpactinthecommunitiesweserve,andwearelookingfortalentedindividualswhoshareourvaluesandpassionformakingadifference.
-
Financial Solutions Advisor Stage II
3 weeks ago
Mercer Island, Washington, United States Bank of America Full timeJob Description:At Bank of America, we strive to create a workplace where our teammates can thrive and make a genuine impact. As a Financial Solutions Advisor Stage II, you will play a critical role in helping clients achieve their financial goals by providing comprehensive advice and customized solutions.Key responsibilities include triaging client leads,...
-
Consumer Loan Sales Specialist
3 weeks ago
Bainbridge Island, Washington, United States OneMain Financial Full timeAbout the RoleWe are seeking a skilled Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will be responsible for delivering exceptional customer service and providing financial solutions to meet the needs of our customers.Key ResponsibilitiesDevelop and maintain relationships with customers to...
-
Consumer Loan Sales Specialist
4 weeks ago
Bainbridge Island, Washington, United States OneMain Financial Full timeEmpower Customers with Financial SolutionsAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their financial goals.Key Responsibilities:Deliver exceptional customer service by listening to customers' needs and...
-
Consumer Loan Sales Specialist
4 weeks ago
Bainbridge Island, Washington, United States OneMain Financial Full timeJob SummaryWe are seeking a highly motivated and customer-focused Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will play a critical role in empowering customers to achieve their financial goals by providing access to responsible and affordable credit solutions.Key ResponsibilitiesDeliver...
-
Senior Financial Systems Developer
2 weeks ago
Mercer Island, Washington, United States IT Automation LLC Full timeJob DescriptionWe are seeking a Senior Financial Systems Developer to support the modernization of administrative business functions related to finance, procurement, budget, human resources, and payroll for the State of WA.The ideal candidate will have a strong background in software development using .NET framework, C#, SQL, WPF, and WCF to modify and...
-
Senior Cloud Solutions Architect
2 months ago
Mercer Island, Washington, United States Amazon Web Services, Inc. Full timeJob Title: Senior Cloud ConsultantAre you passionate about helping organizations leverage the power of cloud computing to drive innovation and growth? Do you have a strong background in cloud architecture, migration, and security? We're seeking a highly skilled Senior Cloud Consultant to join our team at Amazon Web Services (AWS).About the RoleAs a Senior...
-
High Net Worth Tax and Estate Specialist
3 weeks ago
Mercer Island, Washington, United States Charles Schwab Full timeJob SummaryWe are seeking a highly skilled Tax and Trust Strategist to join our Wealth Strategies Consulting Group. As a key member of our team, you will provide expert advice to high-net-worth clients on complex tax, trust, and estate matters.About the RoleThe Tax, Trust and Estate specialist role is a part of a specialized team that provides great value...
-
Senior Wealth Management Associate
4 weeks ago
Mercer Island, Washington, United States Coldstream Wealth Management Full timeJob OpportunityColdstream Wealth Management is seeking an experienced Senior Wealth Management Associate to join our team on Mercer Island. As a key member of our team, you will be responsible for providing exceptional client service and financial planning expertise to our clients.ResponsibilitiesAct as a primary point of contact for clients, outside...
-
Senior Wealth Management Associate
4 weeks ago
Mercer Island, Washington, United States Coldstream Wealth Management Full timeJob Title: Senior Wealth Management AssociateColdstream Wealth Management is seeking an experienced Senior Wealth Management Associate to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, managing client relationships, and contributing to the growth and success of our firm.Key...
-
Strategic Business Development Specialist
3 weeks ago
Mercer Island, Washington, United States VensureHR Full timeUnlock Business PotentialVensureHR is a leading provider of HR technology and services, serving over 95,000 businesses and processing over $135B in annual payroll. As a Business Consultant, you will play a critical role in driving business growth and expansion through strategic partnerships and sales initiatives.Key Responsibilities:Identify and cultivate...
-
Customer Service Liaison
4 weeks ago
Mercer Island, Washington, United States State Farm Insurance Full timeJob Summary:As a Customer Relations Representative at State Farm Insurance, you will play a vital role in delivering exceptional customer experiences. Your primary responsibility will be to assist customers with their insurance needs, providing personalized support and guidance throughout the policy lifecycle.Key Responsibilities:Process policy changes,...
-
Business Development Specialist
3 weeks ago
Mercer Island, Washington, United States VensureHR Full timeAbout VensureHRVensureHR is a leading provider of HR technology and service solutions. We are seeking a highly motivated and results-driven Business Development Specialist to join our team.Job SummaryThe Business Development Specialist will be responsible for identifying and cultivating new business opportunities through networking, channel partners, and...
-
Financial Solutions Advisor Stage II
3 weeks ago
Bainbridge Island, WA , USA, United States Bank of America Full time**Job Description:**At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.We are seeking a skilled Financial Solutions Advisor Stage II to join our team....
-
Financial Solutions Advisor
2 weeks ago
Staten Island, United States Edward Jones Full timeJob Overview Are you looking for a career as a financial solutions advisor? Join a team that values inclusion and partnership. Our firm provides extensive training and support as you build and grow your own practice. As a financial solutions advisor, you will work with clients to understand their long-term financial goals and create personalized strategies...
-
Financial Solutions Advisor
4 weeks ago
St. Simons Island, Georgia, United States Bank of America Full timeAs a Merrill Financial Solutions Advisor at Bank of America, you will play a critical role in helping clients achieve their financial goals. You will work closely with clients to understand their needs and develop personalized financial plans that align with their objectives.With a strong focus on customer service and a passion for financial planning, you...
-
Merrill Financial Solutions Advisor
6 months ago
Saint Simons Island, United States Bank of America Full timeDescription At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We’re looking for the next generation of...
-
Merrill Financial Solutions Advisor
4 weeks ago
St. Simons Island, Georgia, United States Bank of America Full timeAbout the RoleAs a Merrill Financial Solutions Advisor, you will play a critical role in helping clients achieve their financial goals. You will work closely with clients to understand their needs, develop personalized investment strategies, and provide ongoing support to help them achieve their objectives.Key ResponsibilitiesDevelop and maintain...
-
Financial Advisor
2 weeks ago
Fleming Island, United States Bankers Life Full timeJoin a respected Financial Services company as a Financial Advisor and grow with a team of professionals. You'll receive top-notch training, mentorship, and the flexibility to create a workday that fits your lifestyle. As a Financial Advisor, you will: Build a client base by nurturing relationships and offering expert guidance Expand your knowledge through...
-
Consumer Loan Sales Specialist
4 weeks ago
Bainbridge Island, United States OneMain Financial Full timeJob Title: Consumer Loan Sales SpecialistAt OneMain Financial, we empower customers to achieve their financial goals by providing access to responsible and affordable credit solutions.Key Responsibilities:Deliver exceptional customer service and build strong relationships with customersPresent financial solutions that meet customers' needs and goalsDevelop...
-
Financial Advisor
4 weeks ago
St. Simons Island, Georgia, United States Bank of America Full time**Job Summary:**As a Merrill Financial Solutions Advisor, you will play a critical role in helping clients achieve their financial goals. You will work closely with clients to understand their financial situations, provide personalized advice, and develop tailored investment strategies to help them achieve their objectives.**Key Responsibilities:** Provide...
-
Consumer Loan Sales Specialist
1 month ago
Bainbridge Island, United States OneMain Financial Full timeAt OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual and...
-
Sales Specialist
4 weeks ago
Bainbridge Island, United States OneMain Financial Full timeAt OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual...
-
CONSUMER LOAN SALES SPECIALIST
3 weeks ago
Bainbridge Island, United States OneMain Financial Full timeAt OneMain, Consumer Loan Sales Specialists empower customers ? listening to their needs and providing access to friendly, fast, and affordable financing for life?s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual and branch...
-
Personal Wealth Advisor
1 month ago
Fleming Island, United States Camarda Wealth Advisory Group Full timeCompany DescriptionCamarda Wealth Advisory Group ("Camarda") is a Fee-Only investment advisor located in Fleming Island, Florida, part of the Jacksonville metro area and serves clients nationwide. Founded in 1993, the firm has been providing personal financial advice and managing investment portfolios for successful families for many years. Our Total...
-
Personal Wealth Advisor
1 month ago
Fleming Island, United States Camarda Wealth Advisory Group Full timeCompany DescriptionCamarda Wealth Advisory Group ("Camarda") is a Fee-Only investment advisor located in Fleming Island, Florida, part of the Jacksonville metro area and serves clients nationwide. Founded in 1993, the firm has been providing personal financial advice and managing investment portfolios for successful families for many years. Our Total...
-
Patient Access Representative II
3 weeks ago
Grand Island, Nebraska, United States Conifer Revenue Cycle Solutions Full timeJob SummaryAs a Patient Access Representative II at Conifer Revenue Cycle Solutions, you will play a critical role in supporting departmental efficiencies by performing scheduling, registration, patient pre-admission and admission, reception and discharge functions. You will be responsible for obtaining complete and accurate patient demographic information,...
-
Financial Analyst II
3 weeks ago
Grand Island, Nebraska, United States Equipment Financing Full timeJob SummaryThe Staff Accountant II position at Equipment Financing is responsible for managing financial portfolios, preparing reports, and ensuring timely data entry. The ideal candidate will have strong organizational skills, excellent communication abilities, and proficiency in MS Office suite.Key Responsibilities• Prepare monthly servicer reports for...
-
Personal Wealth Advisor
1 week ago
Fleming Island, United States Crawford Thomas Recruiting Full timeSalary$60k-$85k (Negotiable/DOE) and generous profits-based bonus package with partnership grant opportunities for outstanding performersBenefits including 401k, PTO, Professional development opportunities and more!Job SummaryWe are seeking a skilled and experienced Personal Wealth Advisor with a CFP® or ChFC® certification and Series 65 license for a...
-
Financial Services Representative
3 weeks ago
Staten Island, New York, United States Flagstar Bank Full timeJob SummaryA Branch Banking Client Consultant II is responsible for delivering exceptional client experiences by providing personalized service and support. This role will process financial transactions accurately and efficiently, while maintaining operational standards and contributing to branch goals.Key Responsibilities:• Provide positive client...
-
Tax Advisor
3 weeks ago
Merritt Island, FL, United States H&R Block Full timeAbout the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized...
-
Mechanic II
5 months ago
Bainbridge, United States Rural King Full timeHow we reward you 401(k) plan that provides a 100% match on the first 3% of your contributions and 50% of the next 2 * Healthcare plans to support your needs * Virtual doctor visits * Access to Centers of Excellence with Barnes Jewish Hospital and Mayo Clinic’s Complex Care Program * 15% Associate Discount * Dave Ramsey’s SmartDollar Program (no...
-
Sales and Lifestyle Advisor
4 weeks ago
St. Simons Island, Georgia, United States Maxwell Group, Inc. Full timeJob SummaryWe are seeking a highly motivated and experienced Sales and Lifestyle Advisor to join our team at Maxwell Group, Inc. As a Sales and Lifestyle Advisor, you will be responsible for cultivating relationships with prospects, leading sales efforts, and providing exceptional customer service to our residents and their families.Key...