Financial Services Consultant
5 days ago
This is a rewarding career opportunity as a Financial Services Representative with Thomas Webber - State Farm Agent. As a key member of the team, you will play a crucial role in marketing and selling financial products that help manage everyday risks.
SalaryThe estimated salary for this position ranges from $60,000 to $80,000 per year, depending on experience and location.
Job DescriptionWe are seeking a skilled Financial Services Representative who can provide clients with expert financial planning and investment advice. Your analytical skills and consultative approach will make you an invaluable resource to customers and a competitive addition to our successful agency.
Responsibilities- Develop and implement personalized financial plans for clients.
- Conduct regular portfolio reviews and recommend suitable investment options.
- Maintain compliance with industry regulations and standards.
- At least 3 years of experience in the financial services industry.
- Strong analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred.
- Bonus based on performance.
- Opportunity for advancement and professional growth.
- Paid time off and flexible working hours.
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Financial Solutions Specialist
2 weeks ago
Edmond, Oklahoma, United States BOK Financial Full timeJob Summary: We are seeking a highly skilled Customer Service and Collections Professional to join our team. As a Client Solutions Professional, you will be responsible for receiving, researching, and responding to legal orders for the BOKF, N.A. footprint. This includes but is not limited to Subpoenas, Summons, Garnishments, Levies, and other legal...
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Financial Services Representative
5 days ago
Edmond, Oklahoma, United States Addison Group Full timeFinancial Services RepresentativeWe are looking for a skilled Financial Services Representative to join our team in Oklahoma City, OK. As a Financial Services Representative, you will play a critical role in supporting customers facing financial challenges related to their mortgages.About the Role:Deliver exceptional customer service by managing inbound and...
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Financial Services Auditor
1 month ago
Edmond, Oklahoma, United States LHH Recruitment Solutions Full timeJob OverviewLHH Recruitment Solutions is currently seeking an experienced Attestation Senior to join our client in Edmond, OK. This full-time direct hire position is fully on-site with occasional remote flexibility.This role is ideal for individuals looking to leverage their skills and expertise in financial services auditing.
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Financial Services Liaison
5 days ago
Edmond, Oklahoma, United States Gary Baccus - State Farm Agent Full timeJob DescriptionWe are seeking a highly skilled Financial Services Liaison to join our team at Gary Baccus - State Farm Agent. In this role, you will be responsible for managing client relationships, processing insurance claims, and working closely with underwriters to deliver exceptional service.ResponsibilitiesProvide exceptional customer service and build...
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Consumer Banking Director
1 month ago
Edmond, Oklahoma, United States BOK Financial Full timeJob Summary:We are seeking an exceptional Consumer Banking Director to lead our sales and service efforts in Oklahoma City. As a key member of our team, you will direct and supervise Banking Center Managers' work, foster an inclusive working environment, and drive revenue growth activities through strategic marketing initiatives. Main Responsibilities:-...
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Financial Services Representative
4 weeks ago
Edmond, Oklahoma, United States Advancial Federal Credit Union Full timeAt Advancial Federal Credit Union, we are seeking a talented Financial Services Representative to join our team in Edmond, Oklahoma. As a key member of our branch team, you will serve as the liaison between our members and the credit union, providing exceptional account information, opening new accounts, and offering personalized support.This is a full-time...
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Financial Services Client Support Professional
4 weeks ago
Edmond, Oklahoma, United States Edward Jones Full timeAbout the RoleWe are seeking a skilled and detail-oriented Financial Services Client Support Professional to join our team. As a critical member of our branch team, you will be responsible for delivering exceptional personalized service to our clients, building strong relationships, and identifying opportunities to create efficiency.Key...
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Leasing Consultant
2 weeks ago
Edmond, Oklahoma, United States HRJ Properties LLC Full timeJob Title: Leasing ConsultantEstimated Salary: $45,000 - $60,000 per year.About the Role:We are seeking an experienced Leasing Consultant to join our team at HRJ Properties LLC. The ideal candidate will have a strong background in sales and customer service, with excellent communication and interpersonal skills.Key Responsibilities:Meet and greet potential...
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Optical Goods Consultant
5 days ago
Edmond, Oklahoma, United States Sunglass Hut Full timeAbout Sunglass Hut">Sunglass Hut is a leading retailer of sunglasses and eyewear. We offer a wide selection of brands and styles, and our team is dedicated to providing exceptional customer service.">Job Summary">We are seeking a highly motivated and results-driven Optical Goods Consultant to join our team. As an Optical Goods Consultant, you will be...
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Client Solutions Expert
2 weeks ago
Edmond, Oklahoma, United States BOK Financial Full timeAbout the RoleIn this exciting opportunity, you will have the chance to work with a leading financial institution as a Client Solutions Professional. Based in Oklahoma City, OK, you will be responsible for providing exceptional customer service and supporting Consumer Banking, Private Wealth, Business Banking, Commercial Banking, Financial Crimes, Corporate...
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Senior Financial Director
4 weeks ago
Edmond, Oklahoma, United States Oklahoma AgCredit Full timeOklahoma AgCredit is a leading provider of financial services to farmers, ranchers, and rural businesses across 60 counties in Oklahoma.Job Summary:We are seeking an experienced Senior Financial Director to lead our financial activities, including financial reporting, budgeting, and forecasting. The ideal candidate will have a strong background in...
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Senior Financial Strategist
1 week ago
Edmond, Oklahoma, United States Oklahoma AgCredit Full timeOverview:Oklahoma AgCredit provides financial services to farmers, ranchers, and rural businesses in 60 counties. We offer a competitive compensation package, including:401(k) Match 9% MaximumPaid Vacation (15 days), Sick Leave (15 days) and Holidays (12 days)Medical, Dental, Vision, Life InsuranceFlexible Spending and Health Savings AccountsVaried On and...
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Customer Service and Collections Professional
2 weeks ago
Edmond, Oklahoma, United States BOK Financial Full timeAbout the Role: The Client Solutions Professional is a key member of our team, responsible for providing exceptional customer service and handling customer inquiries related to collections. In this role, you will have the opportunity to work closely with customers to resolve issues and develop mutually beneficial solutions.Key Responsibilities...
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Senior Financial Director
4 weeks ago
Edmond, Oklahoma, United States Oklahoma AgCredit Full timeCompany Overview:Oklahoma AgCredit is a leading provider of financial services to farmers, ranchers, and rural businesses in Oklahoma. Our mission is to support the agricultural community by offering competitive loans, leases, and financial solutions.Salary:$120,000 - $150,000 per year.Job Description:The Vice President of Finance and Accounting will lead...
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Senior Life Insurance Sales Professional
4 weeks ago
Edmond, Oklahoma, United States PR Financial Full timeLife Insurance Sales Opportunity with PR FinancialWe are seeking an experienced Senior Life Insurance Sales Professional to join our team at PR Financial in the dynamic industry of life insurance. As a key member of our sales team, you will have the opportunity to leverage your expertise in life insurance products and provide valuable advice to clients...
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Financial Services Representative
3 weeks ago
Edmond, Oklahoma, United States Addison Group Full time**Job Summary:** Mortgage Payment Support SpecialistLocation: Oklahoma City, OKEstimated Salary: $17-$18/hourWe are looking for dedicated professionals to join our team as Mortgage Payment Support Specialists. In this role, you will be responsible for supporting customers who are experiencing difficulties with their mortgage payments, working collaboratively...
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Area Sales Manager
1 month ago
Edmond, Oklahoma, United States BOK Financial Full timeJob Overview:A highly sought-after Area Sales Manager is needed to oversee the sales and service efforts of multiple retail banking centers in Oklahoma City. This individual will be responsible for directing and supervising Banking Center Managers' work within a designated geographical area, guiding managers on the onboarding process, performance appraisals,...
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Jewelry Consultant
2 weeks ago
Edmond, Oklahoma, United States Zales Full timeJob Summary: We are seeking a highly motivated Sales Associate/Jewelry Consultant to join our team at Zales. As a key member of our sales team, you will be responsible for meeting individual and team sales goals while providing a superior customer experience.Responsibilities:Engage customers in conversation to understand their needs and desiresPresent...
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Retail Sales Consultant
5 days ago
Edmond, Oklahoma, United States Cash America Full timeAbout UsCash America is a leading provider of financial services and retail products. Our company prides itself on delivering exceptional customer service and creating a positive work environment for our employees.Job ResponsibilitiesProcess sales transactions accurately and efficiently.Handle cash and negotiable items in accordance with company policies and...
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Autumn Life Consultant RN
4 weeks ago
Edmond, Oklahoma, United States OU Health Full timeJob Title:Autumn Life Consultant RN - Behavioral Health SpecialistAbout the Role:This is a unique opportunity to leverage your experience as a nursing leader in a psychiatric hospital setting and contribute to the growth of OU Health. As an Autumn Life Consultant RN, you will be responsible for providing consulting services to nursing leaders, ensuring they...