Financial Services Professional

About the PositionWe are looking for a Financial Services Professional with a strong background in accounting, finance, or a related field to join our team as a Senior Credit Specialist. In this role, you will be responsible for collecting and tracking financial statements, performing annual reviews of existing relationships, and preparing preliminary...

Job Title: Associate Financial AdvisorAbout Us:Alera Group is a leading financial services company dedicated to helping individuals achieve their retirement goals. With a strong foundation of integrity, trustworthiness, and confidence-building strategies, we provide comprehensive financial solutions for our clients.Salary: $65,000 - $85,000 per year based on...

Job OverviewWealth Management Financial Services is seeking a skilled Financial Services Administrative Assistant to join our team. In this role, you will provide administrative support to our financial services professionals, ensuring the smooth operation of our office.The ideal candidate will possess excellent communication and organizational skills, with...

Job SummaryWe are seeking a highly skilled Financial Services Specialist to join our team. As a key member of our financial services firm, you will be responsible for providing exceptional client service and support.The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to work well in a fast-paced...

About the OpportunityFirst Help Financial, a leading provider of auto loans to underserved consumers, is seeking a talented individual to join its Collections Department. As a key member of our team, you will play a vital role in communicating with borrowers and resolving collection issues in a fast-paced environment.The ideal candidate will possess...

Job OverviewWe are seeking an experienced Administrative Assistant to join our team at Wealth Management Financial Services.Key ResponsibilitiesAssist in preparing client meetings, generating reports, and creating financial plans.Maintain compliance, Continuing Education, and Licensing requirements.Create, balance, and manage client accounts.Prepare new...

Job DescriptionWe are seeking a highly skilled Financial Services Administrative Assistant to join our team at Wealth Management Financial Services.Responsibilities:Prepare for client meetings by generating financial reports and plans in collaboration with advisors.Ensure compliance, Continuing Education, and Licensing requirements are met.Create, balance,...

We are a full service independent financial services firm that provides comprehensive financial planning services to our clients. Our mission is to understand and address the unique needs of each individual, providing tailored solutions for managing debt, saving for college and retirement, and preserving wealth.As a Financial Services Specialist, you will...

Career Development OpportunitiesFHG offers a structured Career Development Rotation (CDR) program that provides full-time employees with opportunities to experience different roles in multiple departments. Participants starting in Customer Service will rotate to Funding, gaining valuable skills and broadening their understanding of the company's...

First Help Financial (FHF) is a fast growing and culturally diverse company in the U.S. We provide auto loans to the underserved and care for our customers and partners with exceptional service. Through flexible financing options and tri-lingual support, we offer consumers an easier way to finance their first car. We lend to and support our portfolio which...

Job DescriptionWe are currently seeking a skilled Financial Services Administrative Assistant to join our team.Main ResponsibilitiesCollaborate with advisors to prepare client meetings, generate reports, and develop financial plans.Maintain accurate records of compliance, Continuing Education, and Licensing.Create, balance, and manage client accounts,...

Unlocking Financial PotentialAt Direct Federal Credit Union, we believe that everyone deserves access to expert financial guidance and support. As a Member Services Representative, you will play a critical role in helping our members achieve their financial goals by explaining our products and services, identifying opportunities for growth, and providing...

Unlock a Rewarding Career in Financial ServicesWe are seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.What We Offer:An hourly wage of $16...

Company OverviewThe Bulfinch Group is a dynamic and forward-thinking organization dedicated to providing exceptional financial services to individuals and businesses. Our team of experts is passionate about helping our clients achieve their financial goals and build a brighter future.SalaryAs a Financial Advisor at The Bulfinch Group, you can expect a highly...

Job DescriptionWe are seeking a highly motivated Financial Services Representative to join our team at Needham Bank. In this role, you will be responsible for providing expert guidance and support to our customers through various communication channels.Key Responsibilities:Identify and resolve customer needs and concerns in a timely and professional...

Job OverviewWe are seeking a highly skilled Customer Service Representative to join our team at First Help Financial. In this role, you will be responsible for providing exceptional customer service to our clients and dealer partners.About the RoleProvide customer service via phone and email, resolving client discrepancies and addressing concerns in a timely...

Job OverviewBurke & Herbert Bank & Trust is seeking an experienced Financial Services Professional to join its team. The ideal candidate will have a strong background in commercial banking and be able to develop new customer prospects and business for the financial institution.

We are seeking a skilled and experienced Auto Loan Sales Specialist to join our team at First Help Financial. As a key member of our sales department, you will play a vital role in helping us achieve our remarkable growth.About the Opportunity:We are committed to providing exceptional service to our customers and partners, and we need someone who shares our...

At Direct Federal Credit Union, we are committed to paying a competitive base wage with additional financial incentives. Our team is dedicated to delivering great rates, easy access, and remarkable service to our members. As a Member Services Associate, you will play a vital role in helping us achieve our mission.Job RequirementsPrevious experience in...

Job Description: We are seeking an experienced Accounting Professional to join our client's financial team. This role is pivotal in managing the company's financial operations and ensuring compliance with industry regulations.The ideal candidate will have a degree in Accounting, with a minor in finance or operations, and a minimum of 1-2 years of accounting...