Financial Services Specialist

WallStJobs is a Major Investment Advisory Firm dedicated to helping clients achieve financial success through expert guidance, personalized investment strategies, and exceptional service. Our team seeks a Financial Services Specialist to work closely with clients to understand their financial goals, recommend suitable investment products, and help them...

Job OverviewWe are seeking a highly skilled Financial Services Specialist to join our team at Wildcat Lending. The successful candidate will be responsible for managing delinquent accounts, providing exceptional customer service, and maintaining accurate records.Responsibilities:Contact clients to discuss payment options and resolve outstanding...

Become a Financial Services Agent with Lumina Financial Solutions and enjoy a high earning potential in the life insurance industry. With our proven system and lead generation, you can earn up to $75-150K per year even with no prior sales experience.We specialize in providing families with a range of insurance products, including life, whole life, mortgage...

Atria Wealth Solutions is a leading provider of investment services and wealth management solutions. We are seeking a skilled Financial Advisor Specialist to join our team in the Plano, TX area.We offer a competitive salary of $80,000 - $120,000 per year, depending on experience, plus bonuses and benefits.As a Financial Advisor Specialist, your...

About the RoleWe are seeking an experienced Financial Services Manager to oversee the success of our store and team. As a key member of our leadership team, you will be responsible for setting high standards for performance and customer service.The ideal candidate will have a proven track record in a supervisory or leadership role, with excellent...

This opportunity is perfect for a driven and results-oriented individual looking to launch their career in the Financial Services Industry. As a Financial Services Representative, you will contribute to the success of our agency by providing exceptional customer service and promoting insurance and financial products.Key responsibilities include conducting...

Financial Reporting Specialist Job SummaryNoble 33 is seeking a highly experienced Senior Accountant to join our accounting team as a Financial Reporting Specialist. In this role, you will be responsible for preparing accurate financial statements and reports for internal and external stakeholders, adhering to GAAP standards and company...

ResponsibilitiesWe are seeking a highly skilled Telecom Operations Manager to join our team at Telnet, Incorporated. In this role, you will be responsible for supporting the incumbent in performing financial analysis on Mobile service operations, and developing financial reports to help management make informed decisions.The ideal candidate will have a...

Job OverviewAt Michael Fortado - State Farm Agent, we are seeking a highly motivated and customer-focused Insurance and Financial Services Position to join our team. This role is an excellent opportunity for someone looking to grow their career in sales and customer service.Salary and BenefitsThe estimated annual salary for this position is around $60,000,...

Job SummaryWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our dynamic team at Securities Transfer Corporation. This exciting opportunity offers a great entry-level position with significant potential for growth.About the RoleAs a Financial Services Representative, you will be responsible for the issuance and...

We are seeking a highly motivated Financial Services Associate to join our team at Prosperity Bank. In this role, you will be responsible for providing exceptional customer service and promoting the bank's financial products and services.The ideal candidate will have at least one year of related experience in cash handling and possess strong communication...

Job OverviewWe are seeking a motivated and experienced financial services professional to join our team at LINCOLN WEALTH. As a Wealth Manager, you will be responsible for meeting with clients, completing the new client process, and delivering exceptional financial solutions.In this role, you will have the opportunity to work with a fast-growing company that...

Seeking a highly motivated Financial Services Representative to join our dynamic team. This role offers excellent income potential, with an estimated salary range of $40,000 - $60,000 per year, depending on experience.The ideal candidate will have a successful track record in sales and be enthusiastic about insurance and financial products. Responsibilities...

Job DescriptionWe are looking for a highly skilled Quality Analyst (QA) to join our Salesforce QA & development team at One Park Financial. The QA Specialist will be responsible for validating Web Application and Salesforce functionalities against business requirements.Salary: $90,000 - $120,000 per yearKey ResponsibilitiesCreate test plans, execute test...

Job TitleWe are seeking a motivated and detail-oriented Financial Services Representative to join our team at Securities Transfer Corporation. Based in Plano, Texas, we offer an exciting opportunity for recent or upcoming college graduates to kickstart their career in the securities industry.In this role, you will be responsible for processing and issuing...

Job OverviewWe are seeking a highly motivated and experienced Independent Financial Advisor to join our team at Lincoln Wealth. As a key member of our organization, you will be responsible for meeting with clients, completing the new client process, and providing exceptional financial services.To be successful in this role, you must have a proven track...

Job OpportunityWe are seeking a highly motivated and experienced Independent Advisor to join our team at Lincoln Wealth. As a representative of our financial services office, you will be responsible for meeting with clients, completing the new client process, and driving business growth.The ideal candidate will possess a Series 65 or 66 license and have a...

Job OverviewWe are seeking a highly skilled Quality Assurance Specialist to join our Salesforce QA & development team at One Park Financial.This role involves validating Web Application and Salesforce functionalities against business requirements, creating test plans, executing test cases, and performing various levels of testing.Key Responsibilities:Test...

Key ResponsibilitiesThe Financial Services Coordinator will be responsible for managing the Loan Officer's calendar, executing disclosures, and submitting loan files for processing. Additionally, they will utilize designated sales tools and reporting methods to track pipeline progress and manage warm leads.

OverviewInTouch Credit Union is seeking a highly motivated and customer-focused individual to join our team as a Personal Financial Assistant. This role involves providing exceptional member service, identifying cross-selling opportunities, and maintaining expert knowledge of Credit Union features and benefits.