Financial Security Advisor

Job RequirementsWe are seeking a motivated and customer-focused Financial Protection Advisor to join our team. In this role, you will be responsible for helping clients understand their insurance needs and providing customized solutions through life and health insurance policies.Estimated Salary: $65,000 - $85,000 per year (dependent on experience)Key...

Company OverviewEdward Jones is a leading financial services firm that prioritizes its associates and clients. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.We value diversity, equity, and inclusion, striving to create...

Unlock Your Potential with Tubre Family FinancialAbout UsWe are a client-focused, technology-driven firm that empowers you to excel in the life insurance sales industry. Our company values strong work ethic and excellent communication skills, providing a supportive environment for our agents to thrive.Tubre Family Financial is committed to helping families...

Become a Life Insurance Sales Expert with Tubre Family FinancialAt Tubre Family Financial, we empower you to thrive in the financial services industry. With our qualified leads and TCPA-compliant approach, you'll enjoy work-life balance and unlimited earning potential.Our comprehensive training and resources will help you grow into a successful agent, while...

Key ResponsibilitiesAs a Financial Transaction Coordinator, you will be responsible for reviewing membership contracts, processing client/Advisor amount exemptions, and reconciling transactions across various systems.

About the RoleWe are looking for a talented Financial Transaction Coordinator to join our team at Recruit Monitor. As a Financial Transaction Coordinator, you will be responsible for ensuring the smooth execution of financial transactions and maintaining accurate records.Key Tasks:Review membership contracts or transmission requests.Client/Advisor amount...

Job DescriptionAbout the role: We are seeking a highly skilled Financial Transactions Specialist to join our team at Recruit Monitor. This exciting opportunity involves performing day-to-day reconciliation/trade/transfer activities for Alternative Investments.The ideal candidate will have a strong attention to detail and be able to refine exchange buy and...

About the JobWe are looking for a highly motivated Data Entry Admin to perform daily trade activities for Alternative Investments at Recruit Monitor.Job Description:The successful candidate will refine exchange buy and sell purchases in client accounts, pinpoint and fix breaks determined between TD Ameritrade and fund companies or transmit agents, handle...

Requirements and Qualifications5+ years of proven work experience as a Certified Public Accountant.Thorough knowledge of accounting and financial procedures.Understanding of Generally Accepted Accounting Principles (GAAP).Experience with accounting software programs and databases.Advanced MS Excel knowledge.BSc degree in Accounting or Finance and a CPA...

About the JobJob OverviewThe Recruit Monitor is seeking a highly skilled Financial Data Specialist to join our team. In this role, you will be responsible for performing day-to-day reconciliation/trade/transfer activities for Alternative Investments.Key ResponsibilitiesRefine exchange buy and sell purchases in client accountsPinpoint and fix breaks between...

About the Position: We are seeking a highly skilled Financial Reconciliation Expert to join our team at Recruit Monitor. As a key member of our Alternative Investments department, you will be responsible for performing day-to-day reconciliation and trade activities for our clients.The ideal candidate will have excellent analytical skills, attention to...

About the Company: Recruit Monitor is an innovative recruitment agency that connects talented professionals with top companies. Our team of experts understands the importance of finding the right fit for both clients and candidates.About the Job: We are seeking a highly skilled Financial Transaction Specialist to join our team. As a key member of our...

About the JobAs a Financial Operations Associate at Recruit Monitor, you will be responsible for performing day-to-day reconciliation/trade/transfer activities for Alternative Investments. Your key deliverables include refining exchange buy and sell purchases in client accounts as well as pinpointing/fixing breaks determined between TD Ameritrade and the...

About Our TeamWe are a dynamic and growing company seeking a talented Data Entry Representative to join our team. As a key member of our team, you will be responsible for performing day-to-day reconciliation and settlement activities for Alternative Investments.Job SummaryThis role involves refining exchange buy and sell purchases in client accounts,...

About the RoleAt Edward Jones, we value our clients and strive to provide them with exceptional service. As a Client Relationship Specialist, you will play a vital part in deepening relationships with existing clients and gathering information to open new accounts.Key Responsibilities• Deepen relationships with existing clients to identify their needs and...

About Tubre Family FinancialWe are a forward-thinking company dedicated to helping families secure their financial future. With a strong focus on technology and client relationships, we empower our agents to excel in the life insurance sales industry.Our company culture values hard work, integrity, and exceptional customer service. We provide a supportive...

Job DescriptionAs a Registered Branch Associate, you'll be an essential part of the client team, working under the leadership of a financial advisor. You'll create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor.You'll support the branch process in order to provide a streamlined...

Company OverviewRafael Parker - State Farm Agent is a leading insurance and financial services organization dedicated to providing exceptional customer experiences. Our team strives to build lasting relationships with clients, understanding their unique needs and delivering tailored solutions.Job DescriptionWe are seeking an Insurance and Financial Services...

About This OpportunityAre you looking for a challenging and rewarding career in life insurance sales? Do you want to make a real difference in people's lives and help them achieve financial security?Tubre Family Financial is offering a unique opportunity for talented individuals to join our team as life insurance sales agents. This role offers unlimited...

Unlock Your Earning PotentialElevate your career and achieve financial freedom as a Client Success Advisor with The Dyal Agency.With unlimited earnings potential and flexible remote work options, you'll have the opportunity to earn $120,000+ in your first year, with top performers reaching $150,000–$200,000 annually.Join a company celebrated for its...