Financial Services Representative
1 week ago
Equitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced financial professionals provides personalized guidance and support to help clients secure their financial well-being and pursue their long-term aspirations.
Our MissionWe strive to deliver exceptional customer experiences by building long-term relationships based on trust, guidance, and technology. Our comprehensive financial strategies are tailored to meet the unique needs and goals of each client, empowering them to make informed decisions about their financial futures.
Our ValuesWe value diversity, equity, and inclusion, fostering a culture that respects and celebrates individual backgrounds and perspectives. Our commitment to social impact and community engagement is evident in our programs, such as 1,000 Hours of Giving Back and Equitable Excellence, which promote employee resource groups and community development initiatives.
Training and DevelopmentOur entry-level training program is designed to equip new hires with the skills and knowledge necessary for success in the financial services industry. Participants will gain hands-on experience through role-playing, market development, and access to remote-work technology solutions. We also offer ongoing training and development opportunities to help financial professionals advance their careers and achieve professional designations, such as the CERTIFIED FINANCIAL PLANNERTM (CFP) Professional and Chartered Financial Consultant (ChFC).
Requirements- Authorized to work in the United States
- Four-year college degree preferred but not required
- Will help navigate obtaining required state licenses and passing the SIE
- Will sponsor pursuit of FINRA Series 7 and 66 registrations
- Results-driven, highly motivated, self-starter with integrity, strong work ethic, and desire to help others plan for and protect their financial futures
- Team player with excellent interpersonal skills and communication abilities
- Ability to develop markets and sustain long-term relationships
Entry-level financial professionals start in our Preliminary Employment Program (PEP), which includes a 40-hour paid training week and the opportunity to earn 100% of commissions generated during PEP. Upon successful completion, they become a 20th Edition Financial Professional and are eligible for medical insurance, a 401(k) Plan with company match, Employee Stock Purchase Plan (ESPP), and other comprehensive benefit plans.
-
Financial Services Representative
2 weeks ago
Buffalo, New York, United States Equitable Services Full timeAbout Equitable AdvisorsAt Equitable Advisors, we're dedicated to helping our clients achieve their financial goals and secure their financial well-being. Our team of experienced financial professionals is passionate about delivering exceptional customer service and building long-term relationships with our clients.Our MissionWe strive to deliver customized...
-
Financial Services Specialist
2 weeks ago
Buffalo, New York, United States Equitable Services Full timeAbout Equitable AdvisorsAt Equitable Advisors, we're dedicated to helping our clients achieve their financial goals and secure their financial well-being. Our team of experienced financial professionals is passionate about delivering exceptional customer experiences and building long-term relationships based on trust, guidance, and technology.Our MissionWe...
-
Client Service Associate
1 week ago
Buffalo, New York, United States Raymond James Financial Services Full timeJob SummaryRaymond James Financial Services is seeking a highly motivated and detail-oriented Client Service Associate to join our team. This role is responsible for providing high-quality administrative support to Financial Advisors, their clients, and branch staff members.Key ResponsibilitiesManage a high volume of daily interactions with clients,...
-
Patient Service Representative
3 weeks ago
Buffalo, New York, United States OLV Human Services Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Patient Service Representative to join our team at Baker Victory HealthCare Center. As a Patient Service Representative, you will play a vital role in ensuring the smooth operation of our dental office, providing exceptional patient care, and maintaining accurate records.Key...
-
Patient Service Representative
4 weeks ago
Buffalo, New York, United States OLV Human Services Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Patient Service Representative to join our team at OLV Human Services. As a key member of our front desk team, you will be responsible for providing exceptional patient care and ensuring a smooth and efficient experience for our patients.Key ResponsibilitiesAnswering phone calls and...
-
Customer Service Representative
3 weeks ago
Buffalo, New York, United States Horizon Bank Full timeJob OverviewHorizon Bank is seeking a skilled Communication Center Representative to join our team. As a key member of our customer service team, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional service, and offering personalized advice to meet their financial needs.Key...
-
Customer Service Representative
4 weeks ago
Buffalo, New York, United States Rich Products Full timeCustomer Service RepresentativeAt Rich Products Corporation, we are seeking a highly skilled Customer Service Representative to join our team. As a key member of our Customer Service & Logistics organization, you will be responsible for providing exceptional service to our customers, brokers, and internal associates.Key Responsibilities:Respond to customer...
-
Customer Service Representative
1 month ago
Buffalo, New York, United States Basil Family Dealerships Full timeJob Summary: We are seeking a highly motivated and customer-focused individual to join our team as a Customer Care Specialist at the Basil Family Dealerships. As a key member of our sales team, you will be responsible for providing exceptional customer service, creating a welcoming showroom experience, and supporting our sales representatives.Key...
-
Customer Service Representative
4 weeks ago
Buffalo, New York, United States Citizens Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our branch team, you will be responsible for providing exceptional service to our customers, helping them achieve their financial goals, and building strong relationships with our community.Key...
-
Customer Service Representative
3 weeks ago
Buffalo, New York, United States SPEED Global Services Full timeJob SummarySPEED Global Services is seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and resolving any issues that may arise.Key Responsibilities:Interact with clients to respond to...
-
Buffalo, New York, United States Apex Innovations Full timeUnlock Your Potential in Insurance and Financial ServicesAre you a motivated and driven individual looking to start a promising career in insurance and financial services? Do you enjoy working with people and developing solutions together? We want you to join our team at ERGO and lay the foundation for a successful career.Your Central Role:You will learn how...
-
Customer Service Representative
4 weeks ago
Buffalo, New York, United States Wegmans Food Markets Full timeAbout the RoleWe're seeking a talented individual to join our sub shop team as a Customer Service Representative. As a key member of our team, you will be responsible for creating a positive customer experience by providing exceptional service and ensuring that our customers receive their orders accurately and on time.Key ResponsibilitiesProvide top-notch...
-
Customer Service Representative
3 weeks ago
Buffalo, New York, United States Joseph Czaja - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated and customer-focused professional to join our team as a Customer Service Representative. As a key member of our team, you will play a vital role in building and maintaining strong relationships with our customers, providing exceptional service, and driving business growth.Key ResponsibilitiesEstablish and...
-
Financial Accountant
4 weeks ago
Buffalo, New York, United States NovaTech Industries Full time{"h2": "About NovaTech Industries - Our Expertise: "} The NovaTech Industries Material Testing GmbH is a recognized and DIN EN ISO 17025 accredited service provider in the field of demanding material testing and quality assurance measures. For over 35 years, NovaTech Industries has been represented at various locations throughout Germany with around 300...
-
Customer Service Representative
4 weeks ago
Buffalo, New York, United States Wegmans Food Markets Full timeAbout the RoleWe are seeking a skilled and friendly Customer Service Representative to join our Front End Customer Service Team. As a member of our team, you will play a vital role in ensuring customers have a positive shopping experience.Key ResponsibilitiesMaintain the appearance and safety of the parking lot, gathering shopping carts and picking up...
-
Mortgage Service Representative
4 weeks ago
Buffalo, New York, United States M&T Bank Full timeJob SummaryWe are seeking a highly skilled Mortgage Service Representative to join our team at M&T Bank. As a key member of our Contact Center, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesRespond to customer inquiries and resolve issues in a timely and professional manner.Provide accurate...
-
Financial Services Associate
3 weeks ago
Buffalo, New York, United States MEMBERS ADVISORY GROUP LLC Full timeJob SummaryWe are seeking a highly skilled Financial Services Assistant to join our team at Members Advisory Group LLC. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients.Key Responsibilities:Manage client interactions, including phone calls and correspondencePrepare and process client...
-
Financial Services Examiner Trainee
3 weeks ago
Buffalo, New York, United States StateJobsNY Full timeAbout the RoleWe are seeking a highly skilled Financial Services Examiner Trainee to join our team at the New York Department of Financial Services. As a Financial Services Examiner Trainee, you will play a critical role in ensuring the health and stability of the financial entities we regulate, while also driving economic growth through responsible...
-
Virtual Mortgage Protection Sales Representative
3 weeks ago
Buffalo, New York, United States Spieldenner Financial Group Full timeAbout the RoleWe are seeking a highly motivated and coachable individual to join our team as a Virtual Mortgage Protection Sales Representative. As a key member of our team, you will play a crucial role in helping us revolutionize the Mortgage Protection Industry.Key Responsibilities:Setting Appointments: 6-8 hours per week: reaching out to potential clients...
-
Mortgage Service Representative
1 month ago
Buffalo, New York, United States M&T Bank Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Mortgage Service Representative to join our team at M&T Bank. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, responding to their inquiries, and resolving their issues in a timely and professional manner.Key...