Financial Services Consultant

Job SummaryThe National Branch Financial Service Advisor (NB-FSA) plays a vital role in supporting First Command clients assigned to the Home Office. This position requires proactive client outreach for account reviews and updates, as well as other specific responsibilities.Key Responsibilities:Proactive client outreach for account reviews and...

Job SummaryThe Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.Key ResponsibilitiesSupports Lead Advisor of a...

Job Summary:Foster strong relationships with dealer partners to promote and sell OneMain Financial's products and services. Key responsibilities include:Prospecting and qualifying new dealer partners to increase sales and revenue.Collaborating with management to analyze sales trends and develop strategies to improve dealer performance.Resolving customer...

Unlock Your Potential as a Virtual Financial AdvisorJoin Thrivent Financial, a Fortune 500 company, as a Virtual Financial Advisor and embark on a fulfilling career that combines your passion for helping others with your expertise in financial planning. Our Virtual Advice team is dedicated to providing innovative and personalized financial solutions to our...

Join Our Team as a Retirement Benefits Group Financial ProfessionalAt Equitable Advisors, we are committed to helping individuals build fulfilling futures through our innovative solutions and commitment to our clients.We are seeking a highly motivated and results-driven Financial Professional to join our Retirement Benefits Group (RBG) team.As a Financial...

Job DescriptionEECU is seeking a highly motivated and customer-focused Bilingual Financial Center Consultant I to join our team. As a key member of our financial center, you will be responsible for providing exceptional member service, conducting teller transactions, and promoting EECU products and services.Key Responsibilities:Deliver outstanding member...

Thrivent Financial Advisor RoleAs a Thrivent Financial Advisor, you'll have the opportunity to make a meaningful impact in the lives of others by providing holistic, purpose-based financial guidance. This role is ideal for individuals who are passionate about helping others achieve their goals and live a life of generosity.Key ResponsibilitiesBuild and...

About the RoleGM Financial is seeking a highly skilled Financial Analyst II to join our Asset Liability Management (ALM) team. As a key member of our team, you will be responsible for Interest Rate Risk (IRR) modeling and analysis to support the development of the ALM function.The ideal candidate will have advanced knowledge of finance, statistics,...

About the RoleThe Senior Financial Analyst is a key member of the Financial Reporting team at GM Financial, responsible for preparing internal and external financial reporting documents and disclosures. This role requires a strong understanding of generally accepted accounting principles and the ability to mentor junior team members.Key...

Job SummaryWe are seeking a highly skilled Customer Service Specialist to join our team at OneMain Financial. As a Customer Service Specialist, you will be responsible for providing exceptional customer service to our clients, responding to inbound caller inquiries, and resolving account matters in a timely and professional manner.Key ResponsibilitiesRespond...

Job SummaryEECU is seeking a highly motivated and bilingual Financial Center Consultant I to join our team. As a key member of our financial center, you will be responsible for providing exceptional customer service, conducting teller transactions, and promoting EECU products and services.Key ResponsibilitiesDeliver outstanding member experiences through...

About the RoleThe Brokerage Operations Manager is a pivotal position at First Command Financial Services, Inc. This individual will be responsible for driving business growth within the Brokerage Operations department by effectively responding to the needs of clients, advisors, and the team. They will manage a team of associates, ensuring the successful...

Job Title: Financial PlannerWe are seeking a highly skilled Financial Planner to join our team at Kestra Financial Independent Advisor. As a Financial Planner, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Support Lead Advisors in managing client...

About the Role:PennyMac Financial Services, Inc. is seeking a skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving any issues that may arise.Key Responsibilities:Respond to customer...

Job Summary:The Financial Advisor is responsible for developing and managing client relationships to help clients achieve their long-term financial goals. Key responsibilities include meeting with clients to discuss their financial objectives, building and maintaining relationships, and providing investment and financial planning advice. The ideal candidate...

Job SummaryThe Financial Advisor is responsible for developing and managing client relationships, helping clients achieve long-term financial goals, and providing investment and financial planning advice.Key ResponsibilitiesMeet with clients to discuss their financial goals and current financial situationBuild and maintain relationships with...

The Financial Advisor role at American National Bank of Texas involves developing and managing client relationships to help them achieve long-term financial goals. Key responsibilities include:Meeting with clients to discuss their financial objectives and current financial situationBuilding and maintaining strong relationships with clientsCross-selling bank...

Financial Advisor - Investment ServicesCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area.About the RoleAs a Financial Advisor, you will be responsible for identifying and evaluating customer needs for financial services, developing investment...

Job OverviewKestra Financial Independent Advisor is seeking a highly organized and detail-oriented Financial Operations Specialist to join our team.The ideal candidate will have 1-3 years of experience in a similar role and possess excellent communication and organizational skills.Responsibilities include:Operational Duties:Creating and managing investment...

Financial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a skilled Financial Advisor to provide investment and retirement planning services to credit union members in the Fort Worth, TX area. As a Financial Advisor, you will be responsible for identifying and evaluating customer needs, developing investment strategies, and staying current on...