Financial Services Specialist

At Cetera Investment Services LLC, we're seeking a talented Financial Services Specialist to join our team.The Financial Services Specialist will be responsible for providing expert financial guidance and investment management services to our clients. With a strong focus on customer relationships, this role requires a professional with excellent...

About the RoleWe are seeking a skilled Financial Planning Specialist to join our team at Priority Financial Group. As a key member of our financial services team, you will be responsible for providing expert advice and guidance to clients on a range of financial matters.This is an exciting opportunity to work with a dynamic and forward-thinking organization,...

Job DescriptionAt Spieldenner Financial Group, we are dedicated to helping mid-market families protect their lifestyle and wealth from unexpected financial losses. As an Insurance Enrollment Specialist, you will play a vital role in identifying and meeting the needs of our clients through our comprehensive programs.We offer industry-leading compensation,...

**Job Summary**We are seeking a highly motivated and experienced Customer Care Specialist to join our team. This role will be based on-site in our San Diego, CA business office and will involve working at the intersection of financial services and technology.About the RoleYou will be responsible for providing exceptional support to internal and external...

Job Description: Financial Services RepresentativeUnited Financial is seeking a highly motivated Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for assisting clients with their financial needs and providing exceptional customer service.Responsibilities:Present and communicate company loan...

Company OverviewAt NetEffects, we are dedicated to providing exceptional services that meet our clients' needs. We are seeking a highly skilled Financial Services Specialist to join our team.Job DescriptionAs a Financial Services Specialist, you will be responsible for auditing and processing expense reports for accuracy and compliance with company policies....

About PNC Financial Services GroupPNC is a leading financial services organization with a long history of delivering exceptional value to its customers, employees, and shareholders. Our commitment to excellence has earned us numerous awards and recognition in the industry.We are dedicated to fostering an inclusive and accessible workplace where every...

Company OverviewIndependent Financial Group, LLC is a leading independent broker-dealer based in California, providing business solutions to over 532 financial professionals nationwide.We were named among the Fastest Growing Private Companies in the US by Inc. 5000 and ranked #7 among the Largest Private Companies in San Diego.Job DescriptionThe Staff...

About the RoleWe are seeking a skilled Customer Relationship Specialist to join our team at BMO Financial Group. In this role, you will be responsible for delivering exceptional customer service and building strong relationships with clients.Your primary focus will be on understanding customer needs and providing tailored solutions that meet their financial...

About the RoleAt OneMain Financial, we're dedicated to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a crucial role in empowering customers by listening to their needs and offering tailored financial solutions.Key Responsibilities:Deliver exceptional results by meeting individual and branch...

At Cornerstone Financial Services, we are seeking a skilled and versatile Financial Services Coordinator to support our Sales Department. This dynamic role involves acting as a liaison between customers and our Documentation Department to facilitate timely loan closings.The successful candidate will have excellent communication skills, both written and...

Job Title: Mortgage Loan SpecialistWe are seeking a skilled Mortgage Loan Specialist to join our team at United Financial. As a Mortgage Loan Specialist, you will be responsible for presenting and communicating company loan products and services to clients.Key Responsibilities:Present and communicate company loan products and services to clientsAssist...

Are you looking for a fulfilling career with advancement opportunities? Do you want to make a real difference in people's lives by helping them achieve their financial goals? We are seeking a talented and motivated Success Strategist to join our team at Global Financial Impact.In this role, you will work closely with clients to understand their financial...

About the RoleAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a vital part in empowering customers by listening to their needs and providing them with friendly, fast, and affordable financing solutions for life's expenses.This role offers an excellent opportunity to learn the lending and servicing business, allowing you to grow your...

Company OverviewAt Global Financial Impact, we are a team of experienced professionals dedicated to helping clients and businesses achieve their financial goals. We act as liaisons between our clients and financial institutions, providing expert advice and solutions.

**Transform Your Career**In this pivotal Client Relationship Specialist role, you'll be instrumental in shaping the future of our clients' financial journeys. By providing exceptional service, you'll establish trust and foster long-lasting relationships that drive business growth.We're passionate about empowering our employees to reach new heights through...

About Us:Trifunovic Insurance and Financial Services - State Farm Agent is committed to delivering exceptional customer service and achieving outstanding results. We are seeking a highly motivated and organized individual to join our team as an Administrative Support Specialist.Key Responsibilities:Provide prompt and accurate customer service to internal and...

About PNCPNC Financial Services Group is a leading provider of financial services, committed to delivering exceptional customer experiences and driving business growth. Our team members are the backbone of our organization, and we strive to create an inclusive and accessible work environment that fosters innovation and success.

We are seeking career-minded individuals to join our team of insurance professionals. As a life insurance agent specialist, you will be responsible for developing and maintaining relationships with our members to sell life insurance products and other financial services.You will engage with members through various channels including phone, email, and...

About the RoleWe are seeking a highly motivated Retail Banker to join our team at PenFed Credit Union's Miramar branch in San Diego, California. Job SummaryThe primary purpose of this role is to extend member relationships by offering appropriate financial solutions and services to meet their needs.Deliver exceptional results by meeting or exceeding goals in...