Financial Services Professional

Discover a Rewarding Career in InsuranceAs a Licensed Life Insurance Agent with Lumina Financial Solutions, you will have the opportunity to build a successful and rewarding career in the financial services industry. Our company is dedicated to protecting families and individuals from financial risks, and we are committed to providing exceptional service and...

Key ResponsibilitiesAssist clients with annuity account maintenance, non-financial changes, RMDs, withdrawal requests, allocations, policy renewals, and death claims.Update databases with closed accounts, portfolio values, and general information, ensuring accuracy and consistency.Support clients with online registrations for accessing accounts via Orien or...

Company OverviewHBK CPAs & Consultants is a leading accounting firm that offers a unique blend of public accounting services and consulting expertise. With hundreds of collaborating professionals, we have created thousands of close, caring, supportive client relationships.Our growth requires talented individuals who are capable, dedicated, and passionate...

**Company Overview**Advisor Employee Services is a consulting firm that represents the top 1% of financial advisors in all 50 states. We have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of established financial advisors.

The Dorr Agency is seeking a skilled and driven Financial Services Representative to join our team. In this role, you will have the opportunity to build a successful career in financial services, working with families and businesses to achieve their financial goals.With our cutting-edge technology and innovative approach, you'll have everything you need to...

Company OverviewSNI Financial is a reputable firm seeking an experienced professional to join our team. We are dedicated to providing exceptional services in the field of taxes and accounting.

Job OverviewGCE Insurance & Wealth Management, a reputable investment services firm in Florida, is seeking a skilled professional to join the team as a Financial Advisor Assistant.This full-time position requires exceptional customer service and problem-solving skills to effectively support advisors and clients. The ideal candidate should have experience in...

Job OverviewGCE Insurance & Wealth Management is a reputable investment services firm in Fort Myers and Naples, FL. We are seeking a qualified professional to join our team as a full-time Financial Advisor Assistant.This role requires excellent customer service and problem-solving skills to provide information to our advisors and clients efficiently and...

Job Title: Financial Services Liaison About Equity Trust: Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold. With an Equity Trust account,...

Key ResponsibilitiesFacilitate setting of targeted appointments to enhance client engagementMaintain a deep understanding of client financial planning needsPromote personalized service delivery to each clientCollaborate with colleagues to drive business growth and developmentThis role requires a professional with exceptional communication skills and a vested...

About the RoleRewards Network is seeking a seasoned Restaurant Financial Services Representative to join our team. In this remote sales role, you'll work closely with local restaurants in the Ft. Myers, FL area to provide financial services solutions, drive revenue growth, and exceed sales targets.Your key responsibilities will include sourcing new clients,...

Job OverviewThe Fireservice Disaster Kleenup team is seeking an experienced Financial Services Assistant to provide support to the Accounting & HR Manager. As a key member of our accounting department, you will be responsible for processing customer payments, handling bookkeeping, and maintaining accurate financial reports.

At Premiere International College, we are committed to providing high-quality education to aspiring healthcare and behavioral science professionals worldwide. The Financial Aid Representative will play a vital role in ensuring that our students have access to the resources they need to succeed.Key Responsibilities:Provide expert guidance on federal, state,...

**Company Overview:** Wells Fargo seeks a Teller in our Consumer, Small & Business Banking division to support customer engagement and process transactions.We are looking for an individual with excellent communication skills to identify financial needs and deliver exceptional customer experiences. The estimated salary for this position is $48,000 per year,...

We are looking for a highly skilled Administrative Assistant - Financial Services to join our team at AIR EXPRESS HVAC LLC. In this role, you will provide administrative support to our finance department, including tasks such as data entry, bank reconciliation, and preparing financial reports.Duties and Responsibilities:Provide administrative support to the...

Job DescriptionThe Financial Services Representative at Joel Hinman - State Farm Agent is responsible for developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services. This role requires excellent communication skills to provide written, verbal, and listening support to customers and build strong...

About the RoleThe Client Service Associate is an integral part of our Financial Advisor team, responsible for delivering exceptional client experiences. This role involves providing administrative support, communicating with clients, and working collaboratively with colleagues.Main Responsibilities:Support Financial Advisors with client onboarding and...

Exciting Opportunity for Administrative Accounting AssistantWe are seeking a highly motivated Administrative Accounting Assistant to join our team in Fort Myers, FL. This role comes with a salary of $25/hr + (Depending on experience) and a wide range of benefits.Responsibilities:Assist in daily accounting tasks, including general ledger accounting, journal...

Job Overview: Cutting Edge Recruiting Solutions, a leading provider of accounting professionals to the public sector, seeks a skilled Staff Accountant to join our team. As a key member of our financial services team, you will be responsible for performing various technical accounting functions and analytical reviews for a designated accounting area.This role...

OverviewBCA Financial Services, Inc. is seeking a skilled Remote Collections Specialist Expert to join our customer service team. In this role, you will have the opportunity to make a real impact on our clients' customers and help drive business growth.ResponsibilitiesDeliver exceptional customer service through phone, email, or other communication...