Financial Services Representative
2 days ago
Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution and defined benefit business, is seeking a Financial Professional to join our team in the greater Frederick MD area.
Key Responsibilities- Enroll clients in 403(b)/457 plans and provide retirement and investment strategies
- Conduct one-on-one appointments, recommend and implement investment strategies, and research client service issues and investment questions
- Deliver retirement and investment seminars to clients
- Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a)
- Securities registrations - Series 7, 65 & 66
- Life & Health Insurance Licenses
- Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
- Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
- Territory management and business development
- Relationship building
- Fund knowledge and product/pricing knowledge
- Full access to the Voya brand
- Access to existing client base
- Wide array of financial products
- Technology and systems to enable efficient client management
- Turnkey marketing services
- Transition assistance, if applicable
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Financial Consultant at Voya Financial Advisors
2 weeks ago
Saint-Brieuc, Bretagne, United States Voya Financial Advisors Inc Full timeJoin Voya Financial Advisors, Inc., a prominent independent broker-dealer specializing in defined contribution and defined benefit plans. We are currently on the lookout for a dedicated Financial Professional to enhance our team. This role focuses on managing relationships with plan sponsors and involves responsibilities such as 403(b)/457 enrollment,...
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Guest Services Representative
3 days ago
Saint-Brieuc, Bretagne, United States Crescent Services Full timeJob SummaryCrescent Services is seeking a highly skilled Guest Services Representative to join our team. As a Guest Services Representative, you will be responsible for providing exceptional guest service and ensuring a seamless experience for our hotel guests.Key ResponsibilitiesGuest Registration and Check-out: Greet guests, complete registration process,...
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Retirement Planning Specialist
2 weeks ago
Saint-Brieuc, Bretagne, United States Voya Financial Advisors Inc Full timeJoin Voya Financial Advisors, Inc., a prominent independent broker-dealer specializing in defined contribution and defined benefit plans. We are looking for a dedicated Financial Professional to enhance our team. This role focuses on fostering relationships with plan sponsors and will involve responsibilities such as:Facilitating 403(b)/457 enrollment...
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Customer Service Representative
4 days ago
Saint-Brieuc, Bretagne, United States Asurion Full timeJob Title: Customer Service Representative - Sales, Repair & TechLOB: Customer Solutions InStoreWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for delivering exceptional customer experiences, providing technical expertise, and driving...
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Member Services Representative I
2 weeks ago
Saint-Brieuc, Bretagne, United States Apple Federal Credit Union Full timeWhy Choose Apple Federal Credit Union?Apple FCU is committed to fostering a community-centric workplace that values diversity and inclusion. We recognize that our employees are our greatest asset, and we are dedicated to supporting their professional growth and career paths. Our comprehensive benefits package includes health, vision, dental coverage, a...
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Financial Planning Internship Opportunity
15 minutes ago
Saint-Brieuc, Bretagne, United States Northwestern Mutual Full timeFinancial Planning Internship Opportunity **About the Role** As a Financial Representative Intern at Northwestern Mutual, you will have the opportunity to build a financial planning practice while working with local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. Our internship program mimics our full-time...
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Member Services Representative I
2 weeks ago
Saint-Brieuc, Bretagne, United States Apple Federal Credit Union Full timeWhy Choose Apple Federal Credit Union?Apple FCU is dedicated to serving the community and values diversity in the workplace. We recognize that our employees are our greatest asset, and we are committed to fostering professional growth and supporting career development. Apple FCU provides an extensive benefits package, which includes health, vision, dental...
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Guest Services Supervisor
2 weeks ago
Saint-Brieuc, Bretagne, United States Crescent Services Full timeAt Crescent Services, we pride ourselves on delivering outstanding hospitality experiences to our guests. Our team members are the heart of our operations, and we are committed to fostering an environment where you can thrive and shine in your career. We offer a range of benefits to support your well-being and professional growth, including:Competitive...
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Financial Operations Manager
2 weeks ago
Saint-Brieuc, Bretagne, United States Edge Staffing Partners Full timeEdge Staffing Partners is representing a prominent Government Contractor in search of a Financial Operations Manager to enhance their dynamic team. This position is pivotal for overseeing various financial functions and ensuring compliance with industry standards. Key Responsibilities:Lead a team of over five professionals across diverse accounting areas,...
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Regional Manager, Client Services
7 days ago
Saint-Brieuc, Bretagne, United States Edelman Financial Engines Full timeAbout the RoleWe are seeking a highly experienced and skilled Regional Manager to join our team at Edelman Financial Engines. As a Regional Manager, you will play a pivotal role in ensuring world-class customer service is delivered to our clients by managing all facets of regional operations, supporting multiple branch offices, and various business lines.Key...
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Relationship Banker
3 days ago
Saint-Brieuc, Bretagne, United States Bank of America Full timeAbout the RoleWe are seeking a highly motivated and results-driven Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional customer service, and helping them achieve their financial goals.Key...
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Guest Services Representative
5 days ago
Saint-Brieuc, Bretagne, United States Crescent Hotels and Resorts Full timeJob SummaryCrescent Hotels and Resorts is seeking a highly skilled Guest Services Representative to join our team. As a Guest Services Representative, you will be responsible for providing exceptional customer service to our guests, ensuring their stay with us is memorable and enjoyable.Key Responsibilities:Greet and Register Guests: Welcome guests and...
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Chief Financial Officer
2 weeks ago
Saint-Brieuc, Bretagne, United States Cooperative Education Full timeDepartment: Fiscal ServicesJob Category: Administrative or Professional FacultyJob Type: Full-TimeWork Schedule: Full-time (1.0 FTE, 40 hrs/wk)Location: Not specifiedWorkplace Type: Hybrid EligibleSalary: Salary commensurate with education and experienceCriminal Background Check: YesFinancial Background Check: YesThe institution is seeking a highly qualified...
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Relationship Banker
5 days ago
Saint-Brieuc, Bretagne, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our company is built on the principles of Responsible Growth, which drives our commitment to being a great place to work for our teammates around the world.We are dedicated to being a diverse and inclusive workplace...
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Relationship Banker
4 days ago
Saint-Brieuc, Bretagne, United States Bank of America Full timeAbout the Role:This position is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep...
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Chief Financial Officer
2 weeks ago
Saint-Brieuc, Bretagne, United States Cooperative Education Full timeDepartment: Fiscal ServicesJob Category: Administrative or Professional FacultyJob Type: Full-TimeWork Schedule: Full-time (1.0 FTE, 40 hrs/wk)Location: Not SpecifiedWorkplace Type: Hybrid EligibleSalary: Salary commensurate with education and experienceCriminal Background Check: YesFinancial Background Check: YesThe Cooperative Education institution is...
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Chief Financial Officer
2 weeks ago
Saint-Brieuc, Bretagne, United States Cooperative Education Full timeDepartment: Fiscal ServicesJob Category: Administrative or Professional FacultyJob Type: Full-TimeWork Schedule: Full-time (1.0 FTE, 40 hrs/wk)Location: Fairfax, VAWorkplace Type: Hybrid EligibleSalary: Salary commensurate with education and experienceCriminal Background Check: YesFinancial Background Check: YesThe Cooperative Education organization is...
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Chief Financial Officer
2 weeks ago
Saint-Brieuc, Bretagne, United States Cooperative Education Full timeDepartment: Fiscal ServicesJob Category: Administrative or Professional FacultyJob Type: Full-TimeWork Schedule: Full-time (1.0 FTE, 40 hrs/wk)Location: Fairfax, VAWorkplace Type: Hybrid EligibleSalary: Salary commensurate with education and experienceCriminal Background Check: YesFinancial Background Check: YesThe Cooperative Education organization is...
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Financial Operations Analyst
2 weeks ago
Saint-Brieuc, Bretagne, United States The Ladders Full timePosition Title: Financial Operations Analyst - Accounting ServicesDivision: The LaddersFLSA Classification: Exempt- SalariedEmployment Class: Full Time- Regular Position Summary:The Financial Operations Analyst - Accounting Services role offers expert technical guidance and support to financial and budget analysts within the Defense Health Agency Financial...
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Customer Service Representative
3 days ago
Saint-Brieuc, Bretagne, United States DARCARS Automotive Group Full timeJob Summary:DARCARS Automotive Group is seeking a highly professional and friendly Receptionist to represent the dealership in a positive manner at all times. As the first point of contact, you will be responsible for greeting customers and providing exceptional service.Key Responsibilities:Provide exceptional customer service and ensure a positive...