Financial Services Specialist

3 weeks ago


Union Valley, Texas, United States Financial & Realty Services, LLC Full time
Job Overview

We are seeking a highly skilled Financial Services Specialist to join our team at Financial & Realty Services, LLC. This is a fantastic opportunity for a motivated individual to provide exceptional retirement plan expertise to clients.

About the Role

  • As a Financial Services Specialist, you will be responsible for providing education and guidance to clients on their retirement plans, including analysis of individual risk assessment and advice on asset allocation options.
  • You will also be responsible for calculating retirement projections for clients and providing counsel on results.
  • In addition, you will build strategic relationships with field specialists and program directors to support business unit sales goals.

Requirements

  • A Bachelor's degree in business, finance, communications, marketing or a related field.
  • Maryland Life & Health; FINRA Series 6, 63 and 65 licensed.
  • A minimum of two years' experience in a relationship/sales-driven position, preferably in a sales call center environment and financial services background.

Estimated Salary: $60,000 - $80,000 per year, depending on experience.



  • Union Valley, Texas, United States Financial & Realty Services, LLC Full time

    About UsAt Financial & Realty Services, LLC, we are a professional services firm based in Calverton, Maryland.Job SummaryWe are seeking a Financial Advisor - Internal Retirement Specialist to service our institutional client, Nationwide/Maryland Supplemental Retirement Plan.


  • Union Valley, Texas, United States Financial & Realty Services, LLC Full time

    Job Description: As a Financial Advisor - Internal Retirement Specialist, you will be responsible for providing education and guidance to participants regarding their retirement plan. You will initiate calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals to support retirement goals. Additionally, you...


  • Union Valley, Texas, United States Financial & Realty Services, LLC Full time

    Job DescriptionF inancial & Realty Services, LLC is recruiting a Retirement Plan Advisor to join our team. As a Retirement Plan Advisor, you will work closely with clients to understand their retirement goals and develop customized plans to help them achieve those goals.Key ResponsibilitiesAnalyze clients' financial data and develop comprehensive retirement...


  • Union Valley, Texas, United States Aquilance, LLC Full time

    Job OverviewAquilance, LLC is seeking a highly skilled Client Service Specialist to join our team. As a key member of our client service department, you will be responsible for delivering exceptional service to our high-net-worth clients.The ideal candidate will have 2-5+ years of experience in a relationship management role serving the ultra-high-net-worth...


  • Union Valley, Texas, United States Aquilance, LLC Full time

    About the RoleWe are seeking a skilled Financial Relationship Expert to provide top-notch service to our clients. As a Financial Relationship Expert, you will be responsible for managing client relationships, providing financial guidance, and ensuring seamless communication between our team and clients.The ideal candidate will have strong written and verbal...

  • Financial Analyst

    3 weeks ago


    Union Valley, Texas, United States Armatus Dealer Uplift Full time

    Accounting RoleArmatus Dealer Uplift is seeking a detail-oriented Staff Accountant to join our in-office team in Hunt Valley, MD. This full-time position offers a competitive salary and quarterly bonus potential.Job DescriptionThis role is responsible for maintaining accurate financial records, performing account reconciliations, and assisting with closing...


  • Union Valley, Texas, United States Sna Global Marketing Llc Full time

    Job SummarySNA Global Marketing LLC is a fast-paced and competitive workplace seeking a Financial Solutions Expert to join our growing team. As a key member of our team, you will play a vital role in helping us deliver exceptional results.The ideal candidate will possess excellent communication skills, be able to multitask, and have a positive attitude. You...


  • Union Valley, Texas, United States PDP Group An Amynta Company Full time

    Job Title: File Management SpecialistCompany Overview:The PDP Group, An Amynta Company, is a leading title service provider in the automobile industry. Our team serves financial institutions by assisting with financing automobiles for retail sales.Estimated Salary Range:$50,000 - $70,000 per year.Job Description:We are seeking a skilled File Management...


  • Union Valley, Texas, United States Brawner Builders, Inc. Full time

    **What We Offer:**Brawner Builders, Inc. offers a competitive compensation package, including a salary range of $65,000 - $90,000 per year, depending on experience. Our benefits include health insurance, retirement plan, and paid time off.**Job Title:** Project Support Specialist**Job Summary:**We are seeking an organized and detail-oriented individual to...


  • Union Valley, Texas, United States Brawner Builders, Inc. Full time

    Job SummaryBrawner Builders, Inc. is seeking a Senior Construction Professional to join our team as a Public Works Specialist. In this role, you will be responsible for managing public infrastructure and bridge maintenance construction projects, providing technical guidance and support to project teams, and maintaining liaison with prime client contracts.The...


  • Union Valley, Texas, United States HeartCentrix Full time

    Job Title: Technical Support Specialist\About Us:At HeartCentrix, we take a heart-centered approach to IT staffing. We're passionate about delivering exceptional service to our customers.\Job Description:We're seeking a Technical Support Specialist to join our team. As a Technical Support Specialist, you'll provide on-site support to customers, including...


  • Union Valley, Texas, United States The Option Group Full time

    Seeking Experienced Care ProfessionalWe are recruiting for a Care Coordinator Specialist to join our dynamic team in the Maryland area.The ideal candidate will possess a deep understanding of dementia, case management principles, and community resources.This position comes with an attractive salary range of $75,000 - $90,000 per year, depending on...


  • Union Valley, Texas, United States LongJuve Full time

    Unlock Your PotentialLongJuve Medspa is dedicated to empowering individuals to age gracefully and confidently. Our philosophy revolves around building strong patient relationships and delivering exceptional, personalized care.We believe in a holistic approach to wellness, offering a range of services, including laser skin rejuvenation, sexual wellness...


  • Union Valley, Texas, United States Aquilance, LLC Full time

    About the RoleThis is an excellent opportunity to join a dynamic team and contribute to the growth and success of Aquilance, LLC.Job DescriptionThe Relationship Manager will play a critical role in delivering exceptional client service and driving business growth.Main Responsibilities:Client Engagement: Build and maintain strong relationships with clients,...


  • Union Valley, Texas, United States Aquilance, LLC Full time

    About UsAquilance, LLC is a leading provider of specialized accounting and administrative services for wealthy families and family offices.Our team consists of experienced professionals who possess both passion and expertise in serving the complex needs of these clients.


  • Union Valley, Texas, United States The Option Group Full time

    Job Opportunity at The Option GroupWe are seeking a highly skilled and dedicated Care Coordinator Specialist to join our team in the Maryland area.The ideal candidate will possess a good working knowledge of dementia, case management experience, and a strong understanding of community resources.Salary for this position is estimated at $65,000 - $80,000 per...


  • Union Valley, Texas, United States Brawner Builders, Inc. Full time

    Job OverviewWe are seeking a highly skilled Construction Management Specialist to join our team at Brawner Builders, Inc. This is an exciting opportunity for a seasoned construction professional to lead our commercial construction projects and drive business growth.ResponsibilitiesProject Management: Oversee multiple construction projects from start to...


  • Union Valley, Texas, United States Baltimore Consulting Full time

    Job Description: We are looking for a highly skilled Senior IT Support Specialist to join our team in the Managed Services division. This role involves providing top-notch support to our clients, troubleshooting network issues, and working on project tasks. The ideal candidate will have at least 5 years of experience in IT support and a strong background in...


  • Union Valley, Texas, United States Armatus Dealer Uplift Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented Automotive Warranty Reimbursement Specialist to join our team. As a key member of our organization, you will be responsible for reviewing documents and spreadsheets to ensure compliance with state laws and automobile manufacturer rules and regulations.With a strong focus on quality and...


  • Union Valley, Texas, United States Digi Solutions Full time

    About Our Company:Digi Solutions is a leading provider of digital marketing services, dedicated to helping businesses succeed online. We offer a comprehensive range of services, including SEO, PPC, content marketing, and more.Job Overview:We are seeking a highly skilled Search Engine Optimization Specialist to join our team at Digi Solutions. As a key member...