Financial Services Representative

16 hours ago


New York, New York, United States Phaxis - Financial Services Full time
Job Overview

We are seeking a highly motivated and experienced professional to join our team at Phaxis - Financial Services as a Registered Representative.

The ideal candidate will have a strong background in sales and event management, with a proven track record of developing and conducting successful sales functions and events.

Key Responsibilities:

  • Develop and conduct sales functions and events to drive business growth and revenue.
  • Assist in the formation and operation of event committees to ensure seamless execution.
  • Provide guidance on criteria for attendees to ensure a high-quality event experience.
  • Negotiate with vendors to secure the best possible deals.
  • Conduct pre-sales activities and bond sales solicitations to drive revenue growth.
  • Cultivate new customer groups and organizations to expand our client base.

Requirements:

  • Series 7 license required.

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and experienced professional looking for a new challenge, please submit your application.



  • New York, New York, United States Equitable Services Full time

    About Equitable ServicesEquitable Services is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our mission is to provide exceptional customer service and deliver customized financial solutions that address the evolving needs of our clients.Job SummaryWe are seeking a highly motivated and...


  • New York, New York, United States Equitable Services Full time

    About Equitable ServicesEquitable Services is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.Job...


  • New York, New York, United States Equitable Services Full time

    About Equitable ServicesEquitable Services is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.Job...


  • New York, New York, United States Equitable Services Full time

    About Equitable ServicesEquitable Services is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.Job...


  • New York, New York, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAt Prudential Financial, we're committed to helping individuals achieve their financial goals. As a Financial Professional, you'll play a key role in helping clients navigate the complexities of the financial services industry.Key Responsibilities:Develop and maintain relationships with clients to understand...


  • New York, New York, United States Fifth Avenue Financial Full time

    Financial Services Representative OpportunityFifth Avenue Financial is seeking a skilled Financial Services Representative to contribute to our team's success. This role offers a 100% commission-based compensation structure, directly tied to individual performance. Our office is located in New York, NY, and we require our representatives to work on a hybrid...


  • New York, New York, United States Fifth Avenue Financial Full time

    Job OpportunityFifth Avenue Financial is seeking a Financial Services Representative to fill a key role in our organization.Key Responsibilities:Build a portfolio of customers and provide tailored financial advice to meet their specific needs and objectives.Analyze customer financial situations and offer financial services and insurance products that align...


  • New York, New York, United States F&M Trust Full time

    Job Title: Financial Services RepresentativeF&M Trust is seeking a highly motivated and customer-focused Financial Services Representative to join our team at our Waynesboro Office.About the RoleThis is an exciting opportunity to provide exceptional customer service and support to our current and new customers. As a Financial Services Representative, you...


  • New York, New York, United States Stifel Financial Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Relationship Manager to join our team at Stifel Financial. As a key liaison between our clients and our investment solutions, you will be responsible for ensuring that our clients have access to the full range of investment solutions available to them.Key ResponsibilitiesDevelop...


  • New York, New York, United States Catholic Charities of the Archdiocese of Newark Full time

    Job OverviewCatholic Charities of the Archdiocese of Newark is in search of a Full-Time Financial Services Representative for its Patient Account program.ROLE RESPONSIBILITIES:The Financial Services Representative will manage all patient information within the designated systems, conduct client insurance verifications, and monitor client authorizations and...


  • New York, New York, United States Cetera Financial Group Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Services Representative to join our team at Cetera Financial Group. As a key member of our team, you will play a critical role in supporting our Financial Professionals (Registered Representatives) in delivering exceptional client service and experience.Key ResponsibilitiesAct as a...


  • New York, New York, United States Ameriprise Financial Services, LLC Full time

    Associate Financial AdvisorWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Ameriprise Financial Services, LLC. As an Associate Financial Advisor, you will play a critical role in building relationships with clients and providing personalized financial advice and recommendations.Key...


  • New York, New York, United States Northwestern Mutual - Madison Ave Full time

    Job Title: Entry-Level Financial AdvisorWe are seeking a highly motivated and strategic individual to fill an entry-level financial representative position at Northwestern Mutual - Madison Ave. This role offers a promising job outlook and opportunities for growth and development.Key Responsibilities:Create customized financial plans for clients based on...


  • New York, New York, United States Marymount Manhattan Col Full time

    Job Title: Student Financial Services RepresentativeJob Summary:The Student Financial Services Representative is a key member of the Center for Student Services team, providing exceptional customer service to students, parents, and faculty. This entry-level position requires strong communication skills, attention to detail, and the ability to work in a...


  • New York, New York, United States F&M Trust Full time

    Job OpportunityF&M Trust is seeking a highly motivated and customer-focused Financial Services Representative to join our team at our Waynesboro Office. As a key member of our team, you will be responsible for providing exceptional customer service while performing a wide range of transactions for our consumer and business customers.Key...

  • Legal Counsel

    4 weeks ago


    New York, New York, United States Webull Financial Full time

    Position: Legal Counsel - Financial ServicesLocation: New York, NY (in-office)Webull Financial is on the lookout for a dedicated and skilled attorney at the junior or mid-level to enhance our legal department and support various business functions. This role presents an excellent opportunity for professional growth within a vibrant and evolving organization....


  • New York, New York, United States Phaxis - Financial Services Full time

    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...


  • New York, New York, United States Farm Bureau Financial Services Full time

    About the Role:We are seeking a highly skilled and customer-focused Member Service Representative to join our team at Farm Bureau Financial Services. As a key member of our organization, you will play a critical role in delivering exceptional customer service and ensuring the smooth operation of our policy billing processes.Key Responsibilities:Process daily...


  • New York, New York, United States John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC Full time

    Financial Advisor/Financial PlannerWe are seeking a highly skilled and experienced Financial Advisor/Financial Planner to join our team at John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC. The ideal candidate will possess excellent interpersonal skills and communication abilities, with a high degree of...


  • New York, New York, United States Prudential Financial Full time

    Career Opportunities at Prudential Advisors **About Us** Prudential Advisors is a leading provider of financial services, dedicated to helping individuals and families achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional service and expertise to our clients. **Job Summary** We are seeking a highly...