Financial Planning Support Professional
7 days ago
We are looking for a skilled Wealth Management Operations Analyst to join our team. As a key member of our operations department, you will be responsible for providing high-quality client service, managing client relationships, and ensuring seamless day-to-day operations.
Responsibilities:
- Manage client relationships and resolve issues in a timely manner
- Onboard new clients and establish accounts
- Prepare meeting materials and follow up with clients
- Monitor and maintain accurate records
- Process trades and transactions
- Communicate effectively with clients and internal stakeholders
Requirements:
- Relevant industry experience or education
- Proficiency in Microsoft Office tools (Excel, Outlook, Word, PowerPoint)
- Strong organizational and time management skills
- Excellent communication and interpersonal skills
Salary Range: $60,000 - $80,000 per year, depending on experience.
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Financial Planning Professional
5 days ago
Tuscaloosa, Alabama, United States The Piedmont Group Full timeResponsibilities and QualificationsThis exciting opportunity requires:A Bachelor's degree in a related fieldA Life & Health Insurance license, Series 7, and Series 66 within 6 months of hirePreferred qualifications include familiarity with the financial industry, financial products, best practices, and tax regulationsAs a valued member of our team, you will...
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Financial Advisor Opportunity
7 days ago
Tuscaloosa, Alabama, United States PlanRight Financial - Maddox Agency Full timeWe are seeking ambitious individuals to become part of our dynamic team at PlanRight Financial - Maddox Agency. As a Life Insurance Sales Broker, you will have the chance to build a lucrative career in financial services. With our expert guidance and comprehensive training programs, you will be equipped to succeed and achieve your goals.The role involves...
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Financial Services Professional
4 days ago
Tuscaloosa, Alabama, United States Brown Agency Full timeThe Brown Agency is seeking a highly skilled Financial Services Professional to join our team as a Life Insurance Agent.About the PositionThis is a fantastic opportunity to start your career in the financial services industry, working with a leading company that offers unparalleled support and resources.You will be responsible for selling life insurance...
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Financial Services Representative
6 days ago
Tuscaloosa, Alabama, United States PlanRight Financial - Maddox Agency Full timeThe Maddox Agency at PlanRight Financial is looking for a skilled Life Insurance Sales Broker to join our team. As a Life Insurance Sales Broker, you will play a critical role in driving business growth and revenue for our organization. Our average first-year income for new life insurance agents is $75-95k, with no cap on earnings.This is an excellent...
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Financial Services Representative
1 week ago
Tuscaloosa, Alabama, United States PlanRight Financial - Maddox Agency Full timeUnlock Your Potential in the Life Insurance Industry with PlanRight Financial - Maddox Agency. We provide an ideal starting point for driven professionals seeking a fulfilling career as a Life Insurance Sales Broker. By joining our dynamic team, you'll gain access to cutting-edge training programs and valuable networking opportunities.On average, new...
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IT Support Manager
4 weeks ago
Tuscaloosa, Alabama, United States BankFirst Financial Services Full timeBankFirst Financial Services seeks a seasoned IT Support Manager to lead the day-to-day operations of its IT help desk. This critical role ensures efficient resolution of technical issues and provides exceptional customer service to bank employees.Key ResponsibilitiesTeam Leadership:Recruit, hire, and manage a team of help desk technicians to deliver...
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Life Insurance Sales Professional
7 days ago
Tuscaloosa, Alabama, United States PlanRight Financial - Maddox Agency Full timeJoin the forefront of the life insurance industry with PlanRight Financial - Maddox Agency, where we're dedicated to empowering our Life Insurance Sales Brokers with unparalleled training and resources. With no prior sales experience necessary, we invite ambitious individuals to capitalize on our expansive market opportunities.Average annual earnings for new...
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Manufacturing Financial Controller
6 days ago
Tuscaloosa, Alabama, United States ALIGN PRECISION Full timeManufacturing Financial Controller PositionWe are seeking a highly experienced Manufacturing Financial Controller to join our team at ALIGN PRECISION. As a key member of our finance department, you will be responsible for leading the development and implementation of financial policies and procedures across our manufacturing...
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Financial Reporting Specialist
6 days ago
Tuscaloosa, Alabama, United States ALIGN PRECISION Full timeAbout the RoleJoin our dynamic team as a Financial Reporting Specialist at ALIGN PRECISION! In this role, you will be responsible for providing critical support to our finance department by producing high-quality financial reports and analyses.Responsibilities:Develop and implement financial reporting processes to ensure timely and accurate delivery of...
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Resident Support Professional
4 weeks ago
Tuscaloosa, Alabama, United States Regency Retirement Village of Tuscaloosa Full timeJob SummaryWe are seeking a compassionate and skilled Caregiver to join our team at Regency Retirement Village of Tuscaloosa. As a key member of our care team, you will provide exceptional support to our residents, assisting with daily living tasks and promoting independence and dignity.Key ResponsibilitiesAssist residents with daily living tasks, including...
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Executive Financial Advisor
2 weeks ago
Tuscaloosa, Alabama, United States Globe Life AIL - Alta Willis Full timeWelcome to Globe Life AIL - Alta Willis!About the Opportunity:We're seeking a highly motivated and professional individual to join our team as an Executive Financial Advisor.This is a unique chance to build your own business, leveraging comprehensive sales training and dependable home office support.As an Executive Financial Advisor, you will be responsible...
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Financial Transaction Specialist
4 days ago
Tuscaloosa, Alabama, United States Alabama ONE Full timeJob SummaryWe are seeking a highly skilled Financial Transaction Specialist to join our team at Alabama ONE Credit Union. As a key member of our staff, you will be responsible for conducting routine financial transactions, providing information and recommendations where necessary, and setting the standard of excellent service for members.Key...
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Corporate Financial Controller
7 days ago
Tuscaloosa, Alabama, United States The Morrow Companies Full timeJob SummaryThe Morrow Companies is seeking a Corporate Financial Controller to lead our financial operations team. In this role, you will be responsible for developing and implementing financial strategies, managing financial reporting, and ensuring compliance with regulatory requirements.The successful candidate will have a strong understanding of...
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Administrative Support Professional
4 days ago
Tuscaloosa, Alabama, United States PrideStaff Full timeJob Title: Administrative Support ProfessionalWe are seeking an experienced and skilled Administrative Support Professional to join our team at PrideStaff. As a key member of our administrative staff, you will be responsible for providing high-quality support to our operations team.The ideal candidate will have excellent communication and organizational...
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Financial Reporting Specialist
5 days ago
Tuscaloosa, Alabama, United States The Morrow Companies Full timeAbout the RoleThe Financial Reporting Specialist will play a critical role in ensuring the accuracy and timeliness of financial reporting for The Morrow Companies. This position requires a highly skilled and experienced professional with a strong background in accounting and financial analysis.Estimated Salary: $80,000 - $105,000 per annum, depending on...
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Financial Services Operations Specialist
7 days ago
Tuscaloosa, Alabama, United States Canterbury Capital Wealth Management Full timeJob OverviewWe are seeking an experienced professional to provide operational support for our financial advisors in their growing practices.The ideal candidate will have a strong background in client relationship management and be able to handle requests, resolve issues, and assist with all client needs.Responsibilities:Client Relationship Management -...
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Financial Management Specialist
7 days ago
Tuscaloosa, Alabama, United States The Morrow Companies Full timeAbout The JobWe are seeking a skilled Financial Management Specialist to join our team at The Morrow Companies. In this role, you will be responsible for managing the day-to-day financial operations of our consolidated companies and real estate partnerships.The successful candidate will have a strong understanding of accounting principles, regulatory...
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Healthcare Support Professional
7 days ago
Tuscaloosa, Alabama, United States Disabled Veteran Solutions Full timeVeteran Care Initiative:Disabled Veteran Solutions invites applications from highly motivated and compassionate professionals to fill the role of Healthcare Support Professional. In this pivotal position, you will be instrumental in delivering top-notch customer service to 50-70 individuals daily, leveraging your extensive knowledge and interpersonal skills...
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Financial Services Representative
4 days ago
Tuscaloosa, Alabama, United States First Federal Bank Full timeJob OverviewAs a Financial Services Representative at First Federal Bank, you will be responsible for providing exceptional customer service and support across our three Tuscaloosa branch locations. This role requires flexibility, adaptability, and a commitment to upholding the high standards of service and professionalism that define our bank.Key...
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Financial Operations Manager
2 weeks ago
Tuscaloosa, Alabama, United States Athens Health and Rehabilitation LLC Full timeAbout UsAthens Health and Rehabilitation LLC is a leading owner and operator of skilled nursing and rehabilitation facilities dedicated to providing compassionate, high-quality care to our residents. We are committed to fostering a supportive and rewarding work environment for our employees.Benefits:Competitive salary and benefits packageOpportunities for...