Career Opportunities in Financial Services
1 week ago
The New York Life Insurance Company is seeking highly motivated and goal-oriented professionals for a challenging yet rewarding occupation. As an Associate Partner, you will be responsible for employing a comprehensive array of financial products and services to help clients reach their financial goals. This role requires experience in the financial services industry and/or insurance industry, as well as sales experience.
In this position, you will hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program. Once you have achieved the program requirements, you will transition into management as an Associate Partner.
We offer a competitive salary range of $42,000 - $140,000 yearly, plus bonus opportunities. Additionally, we provide a comprehensive benefits package, including medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan.
New York Life is a Fortune 100 company with a long history of doing good. We are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.
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Career Opportunities in Financial Planning
4 weeks ago
Columbus, Ohio, United States Insight Financial Planning Full timeJob SummaryCultivate a thriving client base as a Financial Advisor with Insight Financial Planning. This role requires building strong relationships with existing and new clients, providing expert advice, and delivering exceptional service.Key Responsibilities:Meet with clients to discuss their financial goals and develop personalized plansSupport senior...
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Financial Services Associate
5 days ago
Columbus, Ohio, United States PNC Financial Services Group Full timeAbout the Role:We are currently seeking a talented Financial Services Associate to join our team at PNC Financial Services Group. As a key member of our retail branch organization, you will play a critical role in providing exceptional customer service and support to clients.In this role, you will be responsible for performing a variety of tasks, including...
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Client Support Associate
1 day ago
Columbus, Ohio, United States Phaxis - Financial Services Full timeJob OverviewPhaxis - Financial Services is a reputable global firm with a presence in Columbus, OH. We are seeking highly professional and career-driven individuals to join our team as Client Service Representatives.About the RoleThe successful candidate will be responsible for handling incoming calls regarding various service inquiries on Brokerage...
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Client Service Representative
4 weeks ago
Columbus, Ohio, United States Phaxis - Financial Services Full timeJob DescriptionA hybrid position is available at Phaxis - Financial Services in Columbus, OH for a Client Service Representative.This exciting opportunity offers room for growth with a reputable financial firm.We are seeking a professional to handle incoming phone calls regarding service inquiries on Brokerage accounts. The successful applicant will respond...
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Account Support Specialist
4 weeks ago
Columbus, Ohio, United States Phaxis - Financial Services Full timeJob OverviewWe are seeking highly professional and career-driven individuals to fill the role of Account Support Specialist at Phaxis - Financial Services in Columbus, OH.
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Columbus, Ohio, United States First Command Financial Services, Inc. Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at First Command Financial Services, Inc. As a Financial Advisor, you will be responsible for coaching military families on how to build a holistic financial plan, including aspects of savings, investments, and insurance.About UsFirst Command has been helping...
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Career Opportunities in Financial Planning
10 hours ago
Columbus, Ohio, United States Kevin Watters Full timeJob OverviewWe are seeking a motivated and results-driven Financial Advisor to join our team at Northwestern Mutual. As a Financial Advisor, you will have the opportunity to build a successful business and help clients achieve their financial goals.The ideal candidate will have a strong background in sales and client-facing roles, excellent communication...
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Financial Partners Service Specialist
2 days ago
Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full timeAbout Our TeamGryphon Financial Partners LLC values excellence in client service. As a Senior Client Service Associate, you will play a key role in delivering exceptional experiences for our clients.ResponsibilitiesManage day-to-day client interactions with professionalism and careBuild strong relationships with clients through consistent communication and...
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Financial Examiner
11 hours ago
Columbus, Ohio, United States Horizon Financial Services Llc Full timeAt Horizon Financial Services Llc, we are seeking a highly skilled Financial Examiner to join our team. As a Financial Examiner, you will play a critical role in reviewing books and records for existing and prospective factoring and asset-based lending clients.The ideal candidate will have strong analytical skills and be able to analyze and test accounts...
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Financial Operations Associate
2 days ago
Columbus, Ohio, United States Horizon Financial Services Llc Full timeAbout the RoleWe offer an attractive opportunity for a Field Examiner Employee or Contractor to join Horizon Financial Services Llc as part of our growth strategy.Estimated Salary: $60,000 - $80,000 per year, depending on qualifications and location.The selected candidate will be responsible for conducting thorough examinations of clients' financial data,...
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Columbus, Ohio, United States North Central Mental Health Services, Inc. Full timeJob TitleAccounting Internship Opportunity in Financial ServicesAbout the CompanyNorth Central Mental Health Services, Inc. is a leading non-profit organization providing mental health services to the community.Job DescriptionWe are seeking a motivated and detail-oriented accounting intern to join our finance team. As an accounting intern, you will assist...
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Financial Services Specialist
4 weeks ago
Columbus, Ohio, United States Global Financial Impact - Marco Esquivel Full timeCompany OverviewGlobal Financial Impact - Marco Esquivel is a dynamic organization dedicated to providing exceptional financial services to clients worldwide.
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Senior Financial Services Coordinator
2 days ago
Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full timeAbout Gryphon Financial Partners LLCAs a Senior Client Service Associate, you will provide exceptional service to our clients at Gryphon Financial Partners LLC. This role involves managing the day-to-day aspects of the client experience.Job ResponsibilitiesOnboarding new clients with professionalism and attention to detailMaintaining strong relationships...
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Military Financial Advisor
2 weeks ago
Columbus, Ohio, United States First Command Financial Services, Inc. Full time**Company Overview:** First Command Financial Services, Inc. has been helping military families achieve their financial goals since 1958. Our commitment to excellence and customer satisfaction has earned us a reputation as a trusted partner in the financial services industry.**Job Description:** As a Financial Advisor with First Command, you will have the...
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Financial Services Professional
4 weeks ago
Columbus, Ohio, United States All In One Accounting Full timeAbout the RoleWe're seeking a skilled Accountant to join our team and support our small business clients in achieving their financial goals.Key ResponsibilitiesManage client relationships and deliver exceptional accounting servicesCollaborate with Controllers and CFOs to provide tailored solutions for each clientDevelop and implement efficient processes to...
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Professional Financial Coach
4 weeks ago
Columbus, Ohio, United States First Command Financial Services, Inc. Full timeExplore a fulfilling career with First Command, helping military families achieve financial stability. As a Professional Financial Coach, you will empower individuals to build holistic financial plans and secure their future.About Us:First Command has been serving the financial needs of military families since 1958. Our commitment to excellence and customer...
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Financial Management Specialist
3 weeks ago
Columbus, Ohio, United States Creative Financial Staffing Full timeCreative Financial Staffing is seeking a highly skilled Financial Management Specialist to join our team in Columbus, Ohio. With a competitive salary of $55,000 and opportunities for professional growth, this role offers an exciting career path for the right candidate.Job Overview:We are looking for an experienced Accounts Receivable Professional to manage...
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Financial Partnerships Specialist
4 days ago
Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full timeAbout the RoleWe are seeking a skilled Client Service Associate to join our team at GRYPHON FINANCIAL PARTNERS LLC. As a key member of our client service team, you will play a vital role in delivering exceptional service to our clients. This is an excellent opportunity for someone looking to develop their career in financial services and work with a dynamic...
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Financial Services Support Associate
2 weeks ago
Columbus, Ohio, United States Kestra Financial Independent Advisor Full time**Job Description**Kestra Financial Independent Advisor seeks a highly skilled Financial Services Support Associate to provide exceptional client experience and support senior staff members with administrative tasks.**Key Responsibilities:**Provide administrative support, including scheduling appointments, managing correspondence, and processing...
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Financial Data Analyst
3 days ago
Columbus, Ohio, United States Creative Financial Staffing Full timeCareer OverviewAs a Senior Accounting Specialist at Creative Financial Staffing, you will have the opportunity to work with a leading healthcare provider in Columbus, Ohio. The company is known for its excellence in patient care and innovative approaches.The estimated salary for this position is $65,000 - $80,000 per year.Job ResponsibilitiesAs a Senior...