Financial Services Representative
3 days ago
We are seeking a skilled Financial Services Representative to join our dynamic team at Providence Financial and Insurance Services, Inc. The ideal candidate will have a proven track record of efficiently opening new accounts for clients while adhering to regulatory standards.
The estimated salary range for this position is $55,000 - $60,000 per year, based on experience.
About the Role:
- Open new accounts for clients by gathering required documentation and verifying information.
- Work closely with clients to ensure smooth transactions and maintain accurate records.
- Collaborate with team members to enhance client satisfaction and retention.
- Stay up-to-date with financial regulations and compliance requirements.
Requirements:
- Minimum 2 years of experience in account origination at a financial institution.
- Strong understanding of financial regulations and compliance requirements.
- Excellent communication and interpersonal skills.
- Proficiency in financial software and tools.
Benefits:
- Competitive hourly rate ($55,000 - $60,000 per year, based on experience)
- Generous commission bonuses
- Full benefits package including:
- 401K matching plan
- Fully paid health insurance
- Paid vacation
- Paid holidays
- Paid sick time
-
Financial Services Representative
4 weeks ago
Los Angeles, California, United States Lumina Financial Solutions Full timeSecure a Lucrative Career in Life InsuranceEnjoy high earning potential and growth opportunities as a Financial Services Representative with Lumina Financial Solutions.We offer a 100% commission-based structure, allowing you to earn up to $150K per year. In addition, we provide cash bonuses of up to $7,000 and an all-expense-paid trip worth $8k based on...
-
Financial Service Representative
4 weeks ago
Los Angeles, California, United States OneMain Financial Full timeAt OneMain Financial, we empower customers to achieve their financial goals by providing responsible access to credit. As a Consumer Loan Sales Specialist, you will play a critical role in helping customers navigate their financial needs and find solutions that meet their objectives.About the RoleDeliver exceptional customer experiences by understanding...
-
Financial Services Representative
2 weeks ago
Los Angeles, California, United States Community Choice Financial Family of Brands Full timeCompany OverviewThe Community Choice Financial Family of Brands is a trusted loan company with over 25 years of experience, operating across 12 states. Our mission is to provide short-term financial services that help individuals get back on track.About UsWe specialize in tools and services designed to meet the evolving needs of our customers. With a...
-
Financial Services Representative
2 days ago
Los Angeles, California, United States BMO Financial Group Full timeAbout the RoleAs a Retail Relationship Banker at BMO Financial Group, you will have the opportunity to work in a dynamic and fast-paced environment where no two days are the same. You will be responsible for delivering exceptional service to our customers and prospects, identifying their needs and providing advice and guidance on financial solutions that...
-
Financial Services Representative
5 days ago
Los Angeles, California, United States First Credit Finance Full timeJob OverviewFirst Credit Finance, a growing auto finance company in the San Fernando Valley, is seeking a highly skilled Financial Services Representative. This full-time entry-level position offers a competitive salary and benefits package.As a Financial Services Representative, you will be responsible for reviewing and verifying automobile loan...
-
Financial Services Representative
1 week ago
Los Angeles, California, United States Interplace Full time**Job Title:** Financial Services Representative**About Interplace:**We are a dynamic company seeking a highly skilled Financial Services Representative to join our team. As an Accounts Receivable Clerk, you will play a vital role in meeting sales quotas, providing exceptional customer service, and maintaining high levels of customer...
-
Financial Services Compliance Specialist
2 days ago
Los Angeles, California, United States Pls Financial Services, Inc. Full timeCompany OverviewPLS Financial Services, Inc. is a leading retail provider of alternative financial services. The company is headquartered in Chicago and operates over 200 financial service centers across 12 states. PLS provides consumers with convenient financial products and services to manage their day-to-day financial needs.Salary and BenefitsThe...
-
Financial Services Representative
3 days ago
Los Angeles, California, United States The Fadil Group Full timeAs a Financial Representative with The Fadil Group of Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored...
-
Financial Services Relationship Executive
2 days ago
Los Angeles, California, United States PNC Financial Services Group Full timeAbout PNCPNC Financial Services Group is a leading provider of financial services, committed to delivering exceptional customer experiences and fostering an inclusive workplace culture. Our team members are united in their passion for helping customers achieve their financial goals. We're seeking a highly skilled professional to join our Corporate Banking...
-
Financial Services Coordinator
7 days ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeCompany OverviewProvidence Financial and Insurance Services, Inc. is a thriving financial planning firm that values excellence and growth.We pride ourselves on being a small, privately-owned company that provides top-notch financial services to our clients.
-
Financial Service Liaison
3 days ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob SummaryProvidence Financial and Insurance Services, Inc. is a dynamic team in the financial services sector. We are seeking an experienced Client Service Associate to join our team.Job DescriptionMain ObjectivesTo provide exceptional client service by communicating directly with clients to understand and service their financial needs.To collaborate with...
-
Financial Services Coordinator
3 days ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob OverviewWe are looking for a talented individual to fill the role of Client Service Associate at Providence Financial and Insurance Services, Inc.Estimated Salary: $65,000 per yearKey ResponsibilitiesDevelop and maintain relationships with clients to meet their financial needs.Stay up-to-date on company products and services to provide expert advice.Work...
-
Financial Services Professional
4 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeAbout the RoleWe are seeking a highly motivated and licensed financial advisor to join our team as a Financial Advisor Associate.This is an excellent opportunity for someone who is passionate about providing exceptional client service and wants to grow their career in a fast-paced and dynamic environment.The successful candidate will be responsible for...
-
Financial Services Professional
4 days ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob Overview">As a Financial Advisor Associate with Providence Financial and Insurance Services, Inc., you will play a vital role in helping clients achieve their financial goals. We are seeking a motivated and results-driven professional to join our team.">Salary and Benefits">We offer a competitive base salary of $80,000 per year, plus commission from the...
-
Financial Services Specialist
3 days ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob OverviewWe are seeking a dedicated and results-driven New Account Specialist to join our dynamic financial services team. This role involves efficiently opening new accounts for clients, adhering to all regulatory and compliance standards.Key Responsibilities:Open new accounts for clients in a timely manner, ensuring accuracy and attention to...
-
Senior Client Advisor
2 days ago
Los Angeles, California, United States PNC Financial Services Group Full time**PNC Financial Services Group Overview**PNC is a leading financial services organization that prides itself on its inclusive and accessible workplace culture. We value our employees' contributions and provide opportunities for growth and development.This role offers a unique opportunity to join our Commercial Banking organization as a Relationship Manager...
-
Financial Services Professional
5 days ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob OverviewWe are a family-owned financial services firm deeply committed to our clients' success. Our team values education, learning, and long-term relationships.This role is perfect for a licensed financial advisor seeking a challenging opportunity with a strong compensation package.The ideal candidate will have 3+ years of client-facing experience in...
-
Financial Services Associate
2 days ago
Los Angeles, California, United States Edelman Financial Engines Full timeOverviewThe role of a Financial Services Associate at Edelman Financial Engines is to provide exceptional customer service and support the financial planning process. With a strong focus on building relationships with clients, this position requires excellent communication and problem-solving skills.SalaryThe estimated salary for this role is $55,000 -...
-
Senior Financial Services Liaison
4 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob SummaryWe are seeking a Client Service Associate to join our team in the financial services sector. This role is critical in maintaining our commitment to excellent service delivery by interacting with clients in an unlicensed capacity to address and resolve their needs efficiently.Key Responsibilities:Communicate directly with clients to understand and...
-
Financial Services Assistant
3 days ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeAbout the Job:Providence Financial and Insurance Services, Inc. is seeking a highly organized and detail-oriented Administrative Assistant to join our team. As an Administrative Assistant, you will be responsible for providing administrative support to our advisors, maintaining a well-organized office environment, and supporting seminar and webinar setup.Key...