Financial Services Professional
6 days ago
This role focuses on managing a portfolio of clients, prioritizing client onboarding, servicing, and proactive solutioning. The ideal candidate will collaborate with the relationship team to ensure timely resolution of inquiries and provide expert advice on risk mitigation strategies.
The successful applicant will have strong organizational skills, excellent communication abilities, and a collaborative approach. They will also possess knowledge of commercial banking products, particularly in treasury, cash, and investment management.
Estimated salary for this position is $60,000 - $80,000 per year, depending on experience and location.
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Financial Services Representative
4 weeks ago
Phoenix, Arizona, United States Stellantis Financial Services US Full timeAbout UsStellantis Financial Services US is a leading provider of financial solutions to the automotive industry, delivering innovative products and services that enhance customer experiences.Job SummaryWe are seeking an experienced Delinquent Loan Collections Specialist to join our team. This role involves collecting and resolving delinquent auto loan...
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Financial Services Professional Role
6 days ago
Phoenix, Arizona, United States Tubre Family Financial Full timeEmpowering families to secure their financial future—and helping you thrive while doing it—is at the heart of what we do at Tubre Family Financial.We're looking for passionate individuals to join our team as life insurance sales agents. Whether you're starting your career or seeking a fresh opportunity, we provide the support, mentorship, and tools you...
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Financial Services Representative
1 month ago
Phoenix, Arizona, United States OneMain Financial Full timeOverviewAt OneMain Financial, we're dedicated to improving the financial well-being of hardworking Americans. Our team helps millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures, and extending household budgets.
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Financial Services Advisor
4 weeks ago
Phoenix, Arizona, United States Spieldenner Financial Group Full timeWe are currently seeking highly motivated individuals to join our team as Financial Services Advisors. As a member of our team, you will have the opportunity to work with mid-market families and help them protect their financial well-being from unexpected downturns in the economy, critical illness, disability, or death.Our company, Spieldenner Financial...
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Financial Services Professional
2 weeks ago
Phoenix, Arizona, United States Simplicity Group Holdings Full timeJob SummaryThe Financial Services Professional will be responsible for providing marketing, financial planning solutions, fixed annuity knowledge, and exceptional customer service to independent agents/agencies. This role involves expanding and retaining an active agent base by establishing a good rapport with clients using professional phone skills.About...
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Customer Account Recovery Specialist
4 weeks ago
Phoenix, Arizona, United States Discover Financial Services Full timeDiscover Your Career PathWe are a leading digital banking and payments company committed to delivering exceptional customer experiences. Our team is dedicated to helping customers achieve financial stability and success.Job Description:Role OverviewAs a Customer Account Recovery Specialist, you will play a critical role in resolving delinquent credit card...
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Financial Services Professional
3 weeks ago
Phoenix, Arizona, United States The Bank of America Corporation Full timeAt Bank of America, we strive to make a positive impact on our customers' financial lives. Our team is dedicated to delivering exceptional client service while protecting against fraudulent activities.We are seeking a highly motivated and detail-oriented Financial Services Professional to join our team. As a Fraud Client Services Representative, you will be...
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Global Financial Impact Professional
2 weeks ago
Phoenix, Arizona, United States Global Financial Impact - Marco Esquivel Full timeAbout the PositionAs a Global Financial Impact Professional, you will have the opportunity to work with clients from diverse backgrounds and industries, helping them achieve their financial goals and aspirations. Our team is passionate about delivering exceptional customer service and creating long-term relationships with our clients.Key RequirementsTo be...
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Financial Services Coordinator
6 days ago
Phoenix, Arizona, United States Cetera Financial Group Full timeAbout the Role:This is an exciting opportunity to join our team as a Client Services Representative. In this role, you will provide exceptional customer service to our clients and support our Financial Advisors with their daily activities. You will be responsible for answering phones, scheduling appointments, and preparing materials for client meetings....
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Financial Services Professional
6 days ago
Phoenix, Arizona, United States The Prugar Agency Full timeWe are seeking a Financial Services Professional to join our team at The Prugar Agency. This is a 100% commission position with opportunities for advancement and hands-on training. As an Insurance Sales Representative, you will work with warm leads from people who have requested more information on purchasing coverage. You will also have access to work with...
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Financial Services Professional
4 weeks ago
Phoenix, Arizona, United States Charles Schwab Full timeTransform Your Career in Wealth AdvisoryAt Charles Schwab, we empower professionals to make a lasting impact on their careers. Our collaborative and innovative work environment fosters creative problem-solving and transformative growth. As an Associate Wealth Advisor, you'll join a premier fee-based investment advisory solution that prioritizes...
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Financial Services Professional
3 weeks ago
Phoenix, Arizona, United States Ascensus Full timeJob DescriptionThis Financial Services Professional position involves providing proactive service and communication to retirement plan clients. The successful candidate will be responsible for client support, documentation, and record keeping, as well as preparing plan statements and communicating plan information to clients.Key responsibilities...
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Collections Representative
4 weeks ago
Phoenix, Arizona, United States Stellantis Financial Services US Full timeCompany OverviewStellantis Financial Services (SFS) is a captive finance company for a leading automaker, offering exciting growth opportunities to advance your career. With a commitment to enhancing customer experience, we provide a world-class team and culture that values innovation and excellence.SalaryAs a Collections Representative at Stellantis...
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Financial Services Consultant
2 weeks ago
Phoenix, Arizona, United States Fredrickson Financial Group, powered by InsuraTec Full timeJob SummaryWe are seeking a Financial Services Consultant to join our growing team at Fredrickson Financial Group, powered by InsuraTec. As a consultant, you will work remotely to promote financial services and insurance products to clients.Key QualificationsCommunication Skills: Excellent communication skills, both written and verbal.Problem-Solving: Strong...
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Support Specialist
1 week ago
Phoenix, Arizona, United States Priority Financial Group Full timeAbout the RoleThis dynamic support position offers an exciting opportunity to work with our talented team of Financial Advisors, providing expert administrative support and exceptional client service.Responsibilities Include:Advisor Support:Serve as a trusted advisor support specialist, responding to inquiries, resolving issues, and addressing requests from...
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Financial Director
1 week ago
Phoenix, Arizona, United States Chief Financial Officer Full timeJob SummaryThe estimated salary for this position is $120,000 - $180,000 per year.We are seeking a highly skilled Chief Financial Officer to lead our financial operations and drive business growth. As a key member of our leadership team, you will be responsible for developing and implementing financial strategies that align with our company's goals.Your...
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Financial Services Consultant
2 weeks ago
Phoenix, Arizona, United States Symmetry Financial Group - Chang Agency Inc Full timeBenefitsUncapped Earnings: Earn up to $150,000 annually with 100% commission-based income and daily pay.No Cold Calling: Interact with clients who have expressed genuine interest in our products and services.Remote Work: Enjoy the flexibility of working from home with our 100% remote work policy.All-Paid Expense Carrier Incentives: Receive all-paid expenses...
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Financial Director
2 weeks ago
Phoenix, Arizona, United States Chief Financial Officer Full timeJob SummaryEstimated salary: $150,000 - $200,000 per year.About the RoleWe are seeking a highly skilled and experienced Chief Financial Officer to join our team. The successful candidate will be responsible for protecting the company's revenues and profits, overseeing the daily operations of the Accounting Department, and preparing management reports.The...
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Financial Protection Specialist
6 days ago
Phoenix, Arizona, United States Spieldenner Financial Group Full timeJob Overview">Spieldenner Financial Group is a leading financial services company dedicated to safeguarding the well-being of mid-market families. Our mission is to provide comprehensive protection against life's uncertainties, empowering individuals to build secure futures for themselves and their loved ones.">About Us">We offer a wide range of simple,...
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Senior Financial Strategist
1 month ago
Phoenix, Arizona, United States Chief Financial Officer Full timeAs a Chief Financial Officer at our organization, you will play a pivotal role in shaping the company's financial future.About the RoleWe are seeking a seasoned finance professional to lead our accounting department and drive strategic planning. The ideal candidate will have a proven track record of success in financial leadership, with expertise in...