Financial Services Professional

About the RoleWe are seeking a highly motivated and experienced Financial Services Professional to join our team as a Private Client Advisor. As a key member of our Inside Sales team, you will be responsible for engaging with high-net-worth individuals throughout Canada who have expressed interest in our investment services.Key ResponsibilitiesDevelop and...

Job OpportunityWe are seeking a highly motivated and experienced Independent Advisor Representative to join our team at Lincoln Wealth. As a key member of our financial services office, you will be responsible for meeting with clients, completing the new client process, and providing exceptional service to our clients.Requirements:Series 65 or 66 license is...

About the RoleAs a key member of our team at UNIFY Financial Credit Union, you will play a vital role in providing exceptional service to our members. As a Financial Services Representative, you will be responsible for helping our members achieve their financial goals by offering personalized financial solutions and expert advice.Key ResponsibilitiesMember...

Build a Successful Career with Northwestern MutualAs a Northwestern Mutual Financial Representative, you will have the opportunity to build a client base by growing relationships with your network and developing knowledge of our financial products and market trends. You will educate yourself beyond training through sponsored licensing and registration, as...

Unlock Your Potential as a Member Financial SpecialistAt UNIFY Financial Credit Union, we're committed to providing exceptional service to our members. As a Member Financial Specialist, you'll play a vital role in helping our members achieve their financial goals.Key Responsibilities:Respond to member inquiries and provide personalized solutions to their...

Job SummaryWe are seeking a highly motivated and customer-focused Member Financial Specialist to join our team at UNIFY Financial Credit Union. As a key branch team member, you will perform both service and sales activities to enhance existing relationships with credit union members and identify opportunities to expand our memberships, shares, and consumer...

Environmental Internship OpportunityWestwood Professional Services, Inc. is seeking an Environmental Intern to join our Wetlands/Due Diligence team in our Minneapolis, MN office. This role will provide general project assistance for wetland and wildlife field work, due diligence, report preparation, peer reviews, technical writing, GIS support, and...

PennyMac Financial Services, Inc. Job DescriptionJob Title: Bilingual Customer Service Rep ILocation: US-TX-PlanoCategory: Customer ServiceEducation: High School Diploma/ GEDYears of Experience: 0Salary: $36,000 - $45,000About the Role:We are seeking a highly skilled Bilingual Customer Service Rep I to join our team at PennyMac Financial Services, Inc. As a...

About the RoleWe are seeking a highly skilled Bilingual Customer Service Representative to join our team at PennyMac Financial Services, Inc.Key Responsibilities:Provide exceptional customer service to clients in both English and SpanishRespond to customer inquiries and resolve issues in a timely and professional mannerWork collaboratively with internal...

Job DescriptionAt Capital One Financial Corp, we are seeking a highly skilled Senior Financial Analyst to join our team. The successful candidate will be responsible for designing and managing the Tech investment governance process for the Financial Services division.Key Responsibilities:Work closely with business customers to understand their goals and...

Job SummaryWe are seeking a highly motivated and detail-oriented Food Service Worker to join our team at Dean's Professional Services. As a Food Service Worker, you will play a critical role in ensuring the smooth operation of our food service facilities.Key Responsibilities:Prepare and serve food to students, staff, and faculty in a fast-paced and dynamic...

About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...

Job OpportunityCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.About the RoleThe successful candidate will be responsible for identifying and evaluating customer needs for financial services, developing investment strategies, and staying current with...

Key ResponsibilitiesCollaborate with peers and teammates to drive team and department success.Guide loans through the application and funding process.Develop strong relationships with our dealership partners.Key SkillsExceptional sales and customer service skillsAbility to work in a fast-paced team environmentStrong communication and interpersonal...

Unlock Your Potential as a Private Client AdviserAre you a financial professional looking for a challenging and rewarding role? Do you have a passion for helping high-net-worth individuals achieve their financial goals? As a Private Client Adviser at Fisher Investments, you will have the opportunity to work with a dedicated team to provide exceptional...

Unlock Your Potential as an F&I Manager at AutoNationAre you a results-driven professional with a passion for delivering exceptional customer experiences? Do you thrive in a fast-paced environment where no two days are ever the same? As an F&I Manager at AutoNation, you'll have the opportunity to work with a talented team of professionals who share your...

Unlock Your Potential as a Client Development ProfessionalAre you a financial expert looking to build long-lasting relationships with clients and drive business growth? As a Client Development professional at Fisher Investments, you will have the opportunity to provide holistic financial planning and portfolio analysis services to our clients. Our team is...

Job Summary:As a key member of our team at Capital One Financial Corp, you will play a vital role in driving sales growth and delivering exceptional customer experiences. We are seeking a highly motivated and results-driven individual to join our team as an Emerging Sales Associate.Key Responsibilities:Collaborate with peers and teammates to achieve team and...

About the Role:We are seeking a highly skilled and experienced professional to join our team as a Client Development Financial Services Executive. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert financial planning and portfolio analysis services.The...

About the Role:We are seeking a highly skilled and experienced professional to join our team as a Client Development Financial Services Executive. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional financial planning and portfolio analysis...