Financial Services Professional

Unlock Your Potential as a Financial Services ProfessionalElevate your career by joining New York Life Insurance Company as a Financial Services Professional. As a key member of our team, you will have the opportunity to work with a broad range of clients, providing tailored financial solutions to meet their unique needs.Key Responsibilities:Create...

Job OpportunityNew York Life Insurance Company is seeking an experienced Financial Services and Insurance Agent to join our team in Tulsa, OK. As a Financial Advisor, you will have the opportunity to work with clients to create customized financial plans tailored to their objectives and risk tolerance.Key Responsibilities:Conduct thorough financial...

Seeking a seasoned Financial Services & Insurance Agent in the US:Elevate your wealth planning practice by joining our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Advisor.Gain exclusive access to our Advanced Planning Group, providing specialized support for large and complex case design to benefit your clients.Broad selection...

Key Responsibilities:Develop a comprehensive financial plan tailored to clients' goals and risk tolerance, including investment opportunities and insurance products. About the Role:As a Financial Services Professional at New York Life, you will have the opportunity to work with a variety of clients, providing personalized financial guidance and support....

We are seeking a highly skilled and dedicated Financial Services Representative to join our team at Tulsa Federal Credit Union.The ideal candidate will be responsible for providing exceptional service to our members by performing various financial transactions, servicing accounts, and responding to their inquiries in a timely and professional manner.The...

About the Role:The TransFund Client Services Representative II is responsible for providing mid-level operational and technical support for TransFund customers. This includes troubleshooting technical problems, working with various resources such as ATM vendors, Card vendors, Third Party Processors, ATM switch providers, TransFund Relationship...

Job OverviewWe are seeking an experienced financial services professional to join our team at New York Life Insurance Company - Tulsa. As a financial advisor, you will play a critical role in helping our clients achieve their financial goals and make informed decisions about their financial futures.Key ResponsibilitiesDevelop and implement customized...

Financial Services CareerAre you a leader who has the following traits? Competitive, Business Minded, Coachable, Communicative, Self-disciplined, and Authentic. If yes, consider becoming an Insurance Agent to drive a positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company...

Seeking a Financial Services Specialist in Tulsa, OK, US: Elevate your wealth planning practice by joining our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Advisor.Gain exclusive access to the company's Advanced Planning Group, providing specialized support for large and complex case design to benefit your clients.A broad...

Job SummaryBOK Financial is seeking a highly skilled Senior Manager, Corporate Tax to lead our tax accounting and compliance team. As a key member of our finance department, you will be responsible for managing federal, state, and bank regulatory tax accounting and compliance, as well as special projects such as mergers and acquisitions. This role requires...

Job Summary:BOK Financial is seeking a Senior Manager, Corporate Tax to manage federal, state, and bank regulatory tax accounting and compliance, as well as special projects like mergers and acquisitions.This role requires expert knowledge in tax compliance and accounting, as well as team management to meet strict filing deadlines.Key Responsibilities:Manage...

Job OverviewCommunity HigherEd is seeking a skilled Instructor of Financial Literacy and Professional Accounting Practices to join our team of dedicated educators. This part-time position offers the ideal candidate the opportunity to share their expertise and passion for accounting with students, while enjoying a flexible schedule and the benefits of working...

As a Financial Services & Insurance Agent with New York Life Insurance Company, you will elevate your wealth planning practice by joining our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Advisor.Gain access to our Advanced Planning Group, providing specialized support for large and complex case design to benefit your...

We are a dynamic team of professionals at Professional Engineering Consultants, shaping the future with innovative engineering solutions.About the RoleAs a key member of our team, you will be responsible for delivering high-quality engineering design services on various projects.Key Responsibilities:Conduct engineering design, coordinate with design staff,...

Financial Reporting ResponsibilitiesThe Financial Reporting Professional will be responsible for creating journal entries, analyzing accounts, and reconciling accounts. This position requires proficiency in spreadsheet software and other financial applications.Key ResponsibilitiesCollect and analyze financial data as directedRespond to information requests...

Job DescriptionRole SummaryThe Mutual Fund Internal Wholesaler is responsible for the distribution of Cavanal Hill mutual funds through various channels, including financial advisors affiliated with Broker/Dealers, Registered Investment Advisors, Trust Companies, and Banks. This role also involves the distribution of Cavanal Hill Investment Management...

Job DescriptionAs a State Farm Agent Team Member, you will play a vital role in helping customers achieve their financial goals. This position offers a unique opportunity to work with a dynamic team and contribute to the success of our agency.Key Responsibilities:Establish and maintain strong relationships with customers, providing exceptional service and...

Role OverviewThe Senior Client Relationship Manager will be responsible for delivering exceptional client experiences, building strong relationships, and providing personalized solutions to meet the financial needs of BOK Financial's clients. This role requires a consultative approach, with a focus on understanding client priorities and providing tailored...

Life Insurance Agent RoleNew York Life Insurance Company is seeking a skilled Insurance Agent to join our team. As a Life Insurance Agent, you will be responsible for understanding the needs and financial concerns of clients, educating them on how to plan ahead for the future, and promoting customized ways for clients to achieve their long-term financial...

Unlock Your Earning PotentialAre you ready to take your career to the next level and earn a system-driven income?Join Symmetry Financial Group - Gary Uyemura as a Customer Service Representative and discover a proven turnkey system that delivers consistent results and allows you to grow into your full potential.As a key member of our team, you will be...