Financial Services Professional

Service CoordinatorA rewarding career in human services is within your reach with Professional Services Group. We're a dynamic community-based organization dedicated to empowering individuals and families to reach their full potential through innovative programming tailored to diverse communities.Job SummaryThe Service Coordinator will provide case...

Job SummaryWe are seeking a skilled Financial Services Professional to join our team at Ampersand Inc.The ideal candidate will possess a strong understanding of treasury management principles, trust accounting, and transaction reconciliation, with a focus on delivering exceptional customer service.This is a challenging role that requires meticulous attention...

Accelerate Your Career in Financial ServicesAt Mutual of Omaha, we're seeking highly motivated and self-driven individuals to join our Accelerator Program as Financial Representative Trainees. This dynamic trainee experience is designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a...

About UsWaukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin. We have 14 full-service offices located throughout Waukesha County, and we are proud to serve the community with a personalized, one-on-one approach to banking.We believe that building strong relationships with our customers is key to our success,...

Career Advancement OpportunitiesMutual of Omaha is a leading insurance and financial services provider dedicated to helping individuals achieve their long-term goals. We're seeking driven, self-motivated professionals to join our team as Financial Representative Trainees. This dynamic trainee experience will equip you with the skills and competencies...

Job DescriptionWe are seeking experienced professionals to join our team as Service Coordinators for the Children's Long-Term Support (CLTS) Waiver Program.As a Service Coordinator, you will provide case management and service coordination services to families and individuals needing counseling and referral services for one or more of the following:...

Job OverviewWe are seeking a highly skilled Audit and Assurance Advisory Services Professional to provide GAAP compliance and advisory services to industry-specific clients. The ideal candidate will have a strong background in accounting, excellent communication skills, and the ability to lead and supervise others.Key Responsibilities:Advise clients on...

Start Your Career in Financial Services with Our Trainee ProgramBecome a skilled Financial Services Representative by joining our dynamic trainee experience.About the OpportunityYou'll embark on a comprehensive program that equips you with the skills and knowledge needed to excel in selling Individual Insurance products and building a sustainable financial...

Company OverviewAt Edward Jones, we pride ourselves on being a Fortune 5001 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're committed to providing exceptional personalized service and fostering a culture of continuous improvement and professional development.

Career Advancement Opportunity in Financial ServicesAre you seeking a dynamic career path in financial services? Mutual of Omaha offers an exciting opportunity as a Financial Representative Trainee (Sales) with the potential for long-term success. In this comprehensive trainee program, you will gain valuable skills and knowledge to excel in selling...

About the PositionThe Service Coordinator is a vital member of our team, providing critical support to families and individuals in need. As a Service Coordinator, you will be responsible for conducting assessments, developing casework plans, and providing case management services to clients.Key responsibilities include:Receiving new client referrals and...

Job OverviewWe are seeking a skilled Child Development Therapist Specialist to join our team at Professional Services Group in Waukesha County. The ideal candidate will have experience in providing assessment and therapy for children dealing with severe emotional disturbances and mental health challenges.

Why Work with Us?We offer a dynamic and supportive team environment, flexible hours, and great work-life balance. As a Service Coordinator, you will have the opportunity to work hybrid/remote after six months. We also offer competitive benefits, including paid time off and company holidays; health, vision, dental, and life insurance; short-term disability;...

About The Job:We're seeking an experienced Financial Services Coordinator for Building Projects to join our team. As a key member of our financial services department, you will play a critical role in ensuring the accuracy and timeliness of customer billings.About You:To be successful in this role, you will need strong analytical skills, attention to detail,...

Job OverviewAmpersand Inc. is a financial technology company that serves the needs of treasury/cash management clients and financial institutions across America.The estimated salary for this role is $85,000 to $110,000 per year, depending on experience and location.This is an exciting opportunity for a highly skilled and motivated individual to join our team...

Unlock Your Potential as a Financial Advisor TraineeCultivate your skills and knowledge to excel in the financial services industry with our Accelerator Program.About the RoleThis comprehensive program equips you with the necessary skills and competencies to excel in selling Individual Insurance products and building a sustainable, holistic financial...

Company OverviewAt PSG/CIP, we approach all clients and employees through a trauma-informed lens. Our mission is to create and maintain a supportive culture while going above and beyond for our clients.Salary:$45,000 - $60,000 per yearJob Description:We are seeking a passionate Occupational Therapist to join our team on a part-time basis, with the potential...

Job Summary:">We are seeking a passionate Occupational Therapist to join our team on a part-time basis, with the potential to transition into full-time. This crucial role involves providing assessment and therapy for children dealing with severe emotional disturbances and mental health challenges.">About the Position:">This position requires experience in...

Job SummaryThe ideal candidate will possess a strong understanding of treasury management principles, trust accounting, and transaction reconciliation. A minimum of 3 years of experience in a client services role, preferably in banking, is required. The salary range for this position is $60,000 - $80,000 per year, depending on location and qualifications.

About Us: Mutual of Omaha is a leading insurance company dedicated to helping individuals and families achieve their financial goals. Our Accelerator Program provides the skills and knowledge necessary for success in the financial services industry.