Financial Services Professional

At Abacus Wealth Partners, we're seeking a skilled Financial Services Professional to join our team. This role offers an estimated salary range of $65k - $70k. As a key member of our operations team, you will be responsible for ensuring the smooth delivery of client services. To excel in this position, you'll need excellent communication skills, attention to...

About the CareerAs a Financial Services Consultant with Slingo Financial Services, you will have the opportunity to build a successful career in the financial services industry. You will work from home or in your area, and never make cold calls.You will receive one-on-one training with a professional mentor, participate in webinars and training events, and...

About the JobWe are seeking a Financial Representative to join our team in Santa Monica. In this role, you will be responsible for developing and implementing customized financial plans for our clients. If you have a passion for helping others achieve financial security, we want to hear from you!Key ResponsibilitiesCreate personalized financial plans for...

Key ResponsibilitiesAs a Client Success Advocate, you will be responsible for:Delivering exceptional client service and support to ensure every client feels valued and supported.Educating clients and prospects about our wealth management services through various channels.Contributing to team initiatives that aim to improve our overall service delivery and...

Company Overview">We're a leader in the financial services industry, dedicated to empowering our clients and employees to achieve their goals.">Job Description">This is an exciting opportunity to join our team as a Financial Consultant where you'll be responsible for providing wealth management and financial planning advice to existing...

About the RoleThis position involves working closely with clients to process invoices, reconcile vendor statements, and maintain accurate financial records.The successful candidate will be responsible for ensuring timely and accurate payment of invoices, reconciling accounts, and providing exceptional customer service.About Our CompanyMise En Place...

Mortgage Loan Originator OpportunityWe are excited to offer a Mortgage Loan Originator position at Alt Financial Network, Inc. As a successful Mortgage Consultant, you will be responsible for originating loans, maintaining strong relationships with real estate agents, and staying up-to-date with industry trends.Key ResponsibilitiesOriginate loans through...

Career Group is a boutique wealth management firm dedicated to providing tailored financial strategies for high-net-worth individuals and families. Our team focuses on building long-term relationships with our clients, offering sophisticated investment advice, comprehensive financial planning, and exceptional service. We are seeking a highly skilled...

Ria Financial OverviewAt Ria Financial, we pride ourselves on being the most progressive and inclusive money transfer business in the world. Our mission is to make financial services accessible to everyone, regardless of their location or background.We offer a range of financial products and services, including money transfers, bill payments, and prepaid...

About Abacus Wealth PartnersWe are a progressive financial planning firm dedicated to helping individuals achieve their financial goals. Our team is passionate about delivering exceptional client experiences and fostering a supportive work environment.Salary: $65,000 - $70,000 per yearJob DescriptionThe Client Services Associate plays a critical role in...

**Job Description**Goodwin Procter LLP is seeking a highly skilled Billing Administrator to join our Global Operations Team. As a Senior Billing Administrator, you will be responsible for coordinating billing requirements for various partners, secretaries, and their clients.This role involves managing billing requirements, preparing invoices and e-bills,...

Join Our Team as a Private Credit, Direct Lending Investment ProfessionalAbout the Role:We are seeking a highly skilled investment professional to join our team in Santa Monica, California. As a key member of our organization, you will be responsible for identifying and underwriting new investments, monitoring existing positions, and contributing to broader...

Company OverviewMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our organization specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and...

Northwestern Mutual Santa Monica is a top-ranked company in the financial services industry. We are seeking an experienced Financial Representative to join our team.About the CompanyWe have a proven track record of financial success and are recognized as one of the 'World's Most Admired' companies by FORTUNE. Our entrepreneurial system provides access to a...

About Us: The Rustman Agency is a leading provider of insurance services, committed to delivering exceptional results to our clients. With a strong focus on training and development, we aim to empower our agents with the skills and knowledge necessary to succeed in this exciting field.Job Summary: We are seeking talented individuals to join our team as...

Professional Financial RepresentativeAre you looking for a challenging and rewarding career in the financial services industry? Do you have a passion for helping others achieve their financial goals and a drive to succeed in a dynamic and supportive environment? Overview of Global Financial ImpactGlobal Financial Impact is a leading organization in the...

Accounting Professional SoughtMise En Place Restaurant Services, Inc. is seeking an experienced accounting professional to join our team as an AP Financial Analyst. In this role, you will work closely with clients to process and reconcile financial data, ensuring accuracy and efficiency.Duties and ResponsibilitiesProcess and pay invoices, manage vendor...

Job OverviewWe are seeking a skilled financial professional to join our team at Global Financial Impact - Marco Esquivel. As a key player, you will be responsible for helping clients and businesses achieve their financial goals by providing expert advice and solutions.Salary and BenefitsThe estimated salary range for this position is $25,000 part-time and...

Company OverviewGlobal Financial Impact is a dynamic organization dedicated to empowering individuals and businesses to achieve their financial goals. We provide comprehensive financial solutions, expert guidance, and ongoing support to ensure our clients thrive. Salary and BenefitsAs a financial professional with Global Financial Impact, you can expect a...

Key ResponsibilitiesPreparing books of accounts for clients from diverse industriesCreating monthly, quarterly, and annual financial statements that meet tax preparation and audit requirementsReviewing financial statements and preparing work papers to support FSThe successful candidate will have prior experience in payroll processing, filing quarterly and...