Financial Services Professional

Job SummaryInsight Financial Planning is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for cultivating relationships with new and existing clients, providing ongoing advice and service, and supporting tenured Financial Advisors in servicing existing clients.Key...

About the RoleCNO Financial Group is seeking a highly motivated and results-driven Financial Services Professional to join our team. As a Financial Advisor, you will have the opportunity to positively impact the lives of your clients by helping them develop and implement comprehensive financial plans that align with their goals.Key Responsibilities:Develop...

About the RoleCNO Financial Group is seeking a highly motivated and results-driven Financial Services Professional to join our team. As a Financial Advisor, you will have the opportunity to positively impact the lives of your clients by helping them develop and implement comprehensive financial plans that align with their goals.Key Responsibilities:Develop...

Job Summary:Creative Financial Staffing is seeking a highly skilled Senior Financial Professional to join our team. As a key member of our financial operations team, you will be responsible for providing financial guidance and support to our clients.About the Role:This is a challenging and rewarding opportunity for a seasoned accounting professional to take...

Join Prudential Financial as a Financial Services SpecialistPrudential Financial is seeking motivated and ambitious individuals in the Buffalo-Niagara region who are eager to embark on a rewarding career in financial services. We are dedicated to supporting your professional growth and providing valuable resources for you and your clients. At Prudential, you...

About the RoleWe are seeking a highly organized and detail-oriented Financial Services Associate to join our team at Stifel Financial. As a key member of our client services team, you will play a critical role in supporting our financial advisors and ensuring the smooth operation of our client accounts.Key ResponsibilitiesClient Account Management: Assist in...

About the CompanyCreative Financial Staffing is working with a global construction and development company seeking a skilled professional to join their team.The company has a strong presence in the industry, with over $16 billion in revenue and a significant growth trajectory.They offer a comprehensive benefits package, including generous PTO, automatic...

About the CompanyOperating for over a century in the entertainment and hospitality sectors, this organization is transitioning to a real estate development company.The company owns properties in five states, with over 60 locations, and is considered one of the longest-standing companies in its industry.This role will be based in the office, located in the...

Job DescriptionWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Professional. As a key member of our team, you will be responsible for developing and implementing financial plans for our clients, providing exceptional customer service, and building strong relationships with new and existing...

Job SummaryWe are seeking a seasoned Financial Services Professional to join our team at VetStaff, LLC. As a Wealth Management Specialist, you will play a critical role in providing expert financial guidance to our clients, helping them achieve their financial goals and secure their financial futures.Key Responsibilities:Provide strategic financial advice to...

About the CompanyCreative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. Our client is a prominent, nationally-recognized non-profit organization with a rich history spanning over 100 years.About the RoleThe Senior Accountant will be responsible for overseeing all financial activities, ensuring compliance with regulatory...

Position OverviewRole Summary: The HR Specialist will play a crucial role in fostering a positive workplace culture within Phaxis - Financial Services.Key Responsibilities:Support employee relations and facilitate conflict resolution.Enhance performance management systems to drive employee success.Revise and improve the onboarding experience for new...

Job DescriptionWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Professional. As a key member of our team, you will be responsible for developing and implementing financial plans for our clients, providing exceptional customer service, and building strong relationships with new and existing...

HR Specialist Position at Phaxis - Financial ServicesWe are seeking a meticulous HR Specialist to enhance our human resources department. Below are the primary responsibilities associated with this position:Interpret and apply HR policies: Ensure that all HR policies and procedures are effectively communicated and adhered to.Support Talent Acquisition:...

About Rockefeller Financial:Rockefeller Financial is a prominent independent advisory firm, established to provide exceptional financial services. With a rich history dating back to 1882, the firm has transformed into a leader in offering strategic guidance to high-net-worth individuals, families, institutions, and corporations across various...

Our Commitment to Community: Flushing Financial Corp has been a vital part of the community for over 90 years, dedicated to providing exceptional support and services to individuals, families, professionals, and businesses.We offerOUR EMPLOYEES: Comprehensive Medical, Dental, & Vision Insurance, Short and Long Term Disability, Group Term Life Insurance, 401K...

About Lenox AdvisorsLenox Advisors is a leading wealth and insurance advisory firm dedicated to providing tailored solutions for high-net-worth individuals and their families. Our team of professional fiduciaries is committed to delivering exceptional service and expertise, while fostering a collaborative and entrepreneurial environment that encourages...

About the Company:Creative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. Our client is a prominent, nationally-recognized Non-profit organization with a rich history spanning over 100 years.Our Client's Mission:The organization is dedicated to fostering mission outreach and regular fellowship programs, as well as...

Financial Planning and Analysis OpportunityCreative Financial Staffing is seeking a skilled Financial Planning and Analysis (FP&A) professional to join our team. As a FP&A Analyst, you will play a critical role in driving business growth and success.Assist in the implementation of a new budgeting software and processes, ensuring seamless data transfer...

About Rockefeller Financial:Rockefeller Financial is a distinguished independent advisory firm, established in 2018, with roots tracing back to 1882 as the family office of John D. Rockefeller. Today, we provide strategic financial guidance to ultra- and high-net-worth individuals, families, institutions, and corporations across 30 markets in the United...