Financial Services Representative
5 days ago
Integrated Financial Concepts is a nationally recognized Financial Services Firm that hires top-tier talent.
We are dedicated to establishing meaningful connections with a diverse clientele. Our Financial Representatives and Financial Advisors proudly serve a wide spectrum of individuals, including small business owners, educators, entrepreneurs, families, first responders and more.
We offer a range of tailored services, addressing specific financial needs, whether through comprehensive financial strategies or specialized focus areas such as Retirement Income Strategies, Estate Planning Strategies, Tax Planning Strategies, Risk Management & Protection Planning, Wealth & Portfolio Management, College Funding, Special Needs Planning, Planning with Charitable Intent, Business Owner Strategies, Small & Large Group Employee Benefits and more.
Our team follows a rigorous process that leads to exceptional outcomes and empowers clients to pursue their financial goals with confidence.
Responsibilities:- Consult with clients to understand their financial needs and objectives, scheduling meetings for in-depth discussions.
- Gather relevant client information to tailor investment & protection recommendations that align with their financial circumstances.
- Stay informed about market conditions and assess how they may impact taxes and client investments.
- Cultivate long-term relationships with clients, fostering repeat business and client referrals.
- Proactively reach out to potential clients through cold-calling to introduce our comprehensive financial products and services.
- Provide innovative solutions to enhance clients' financial well-being.
- Develop an in-depth knowledge of our financial products to offer well-informed advice and recommendations.
- Establish connections with prominent professional networks, including accountants and attorneys.
- A bachelor's degree in finance, economics, accounting, business or a related field.
- Appropriate state licensure to perform financial services.
- Proficiency in Microsoft Office applications & CRM software.
- Exceptional analytical, organizational, and problem-solving abilities.
- Effective communication skills to engage with clients and team members.
- Outstanding customer service skills to ensure client satisfaction.
-
Financial Services Professional
5 days ago
Roseland, Nebraska, United States Integrated Financial Concepts Full timeFinancial Services RepresentativeAt Integrated Financial Concepts, we're seeking a highly skilled and detail-oriented Financial Services Representative to join our team.As a Financial Services Representative, you will be responsible for providing exceptional financial guidance and building lasting relationships with clients. You will consult with clients to...
-
Financial Services Consultant
1 day ago
Roseland, Nebraska, United States Integrated Financial Concepts Full timeJob OverviewWe are seeking a highly skilled Financial Services Representative to join our team at Integrated Financial Concepts.This role involves providing exceptional financial guidance, promoting our range of products and services, and building lasting relationships with clients.To be successful, you must possess strong analytical, organizational, and...
-
Financial Services Consultant
4 days ago
Roseland, Nebraska, United States Integrated Financial Concepts Full timeJob Title: Financial Services RepresentativeIntegrated Financial Concepts is a nationally recognized Financial Services Firm that hires top-tier talent.We are dedicated to establishing meaningful connections with a diverse clientele. Our Financial Representatives and Financial Advisors proudly serve a wide spectrum of individuals, including small business...
-
Financial Services Professional
5 days ago
Roseland, Nebraska, United States Integrated Financial Concepts Full timeJob Title: Financial AdvisorAt Integrated Financial Concepts, we are seeking an experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing exceptional financial guidance to our clients, promoting our range of products and services, and building lasting relationships with them.Key Responsibilities:Consult...
-
Financial Services Professional
3 days ago
Roseland, Nebraska, United States Integrated Financial Concepts Full timeJob SummaryIntegrated Financial Concepts is seeking a highly skilled Financial Services Professional to join our team. As a key member of our team, you will be responsible for providing exceptional financial guidance to our clients, promoting our range of products and services, and building lasting relationships with them.Key Responsibilities:Consult with...
-
Financial Services Professional
4 days ago
Roseland, Nebraska, United States Integrated Financial Concepts Full timeJob Title: Financial AdvisorCompany: Integrated Financial ConceptsAbout the Role:We are seeking a highly skilled and experienced Financial Advisor to join our team at Integrated Financial Concepts. As a Financial Advisor, you will be responsible for providing exceptional financial guidance and advice to our clients, helping them achieve their financial goals...
-
Financial Advisor
3 days ago
Roseland, Nebraska, United States Integrated Financial Concepts Full timeAs a seasoned Financial Advisor with Integrated Financial Concepts, you will play a pivotal role in shaping the financial futures of our diverse clientele. With a strong focus on mentoring and guidance, you will leverage your expertise to support newer agents and help them achieve success.We are dedicated to fostering meaningful connections with individuals...
-
Financial Planner
5 days ago
Roseland, Nebraska, United States Integrated Financial Concepts Full timeJob Title: Financial AdvisorCompany: Integrated Financial ConceptsWe are seeking a seasoned Financial Advisor to join our team at Integrated Financial Concepts. As a key member of our team, you will be responsible for providing exceptional financial guidance and support to our clients.Key Responsibilities:Consult with clients to understand their financial...
-
Customer Service Representative
4 weeks ago
Roseland, Nebraska, United States Nexus Technologies Full timeCustomer Service Representative OpportunityWe are seeking a highly motivated and versatile individual to join our team as a Customer Service Representative. As a key member of our sales team, you will be responsible for identifying customer needs and potential, scheduling appointments, and providing exceptional customer service.Main...
-
Financial Director
3 weeks ago
Roseland, Nebraska, United States Sales Demo Master Client - WFN4.0 Full timeJob Title: Financial ManagerAt Sales Demo Master Client - WFN4.0, we are seeking a highly skilled Financial Manager to join our team. The successful candidate will be responsible for establishing and maintaining the financial status of the organization by developing and implementing systems for collecting, analyzing, verifying, and reporting financial...
-
Roseland, Nebraska, United States CoreWeave Full timeAbout the RoleWe are seeking a high-performing, self-sufficient FP&A Manager to join our strategic finance team at CoreWeave. The ideal candidate will lead the central corporate planning processes and support the Head of FP&A and CFO to prepare, analyze, and report financial and operational information.Key ResponsibilitiesLead the annual budget, quarterly...
-
Roseland, Nebraska, United States Transporation Equipment Network Full timeJob Summary:The Operations Specialist II plays a pivotal role in ensuring that the highest standards of customer service are provided for our customers and vendors. A front-line representative of Transportation Equipment Network, the Operations Specialist II for the Refrigeration Department is responsible for the entire life cycle of a service request from...
-
Financial Close and Reporting Director
5 days ago
Roseland, Nebraska, United States CoreWeave Full timeFinancial Close and Reporting ManagerCoreWeave is a leading AI Hyperscaler, delivering a cloud platform of cutting-edge services powering the next wave of AI. Our technology provides enterprises and leading AI labs with the most performant, efficient, and resilient solutions for accelerated computing.We are seeking a highly skilled Financial Close and...
-
Sales Development Representative
3 weeks ago
Roseland, Nebraska, United States CoreWeave Full timeJob Title: Sales Development RepresentativeCoreWeave is a leading AI Hyperscaler, delivering a cloud platform of cutting-edge services powering the next wave of AI. We're seeking a motivated and talented Sales Development Representative to join our growing team.Job SummaryWe're looking for a collaborative and energetic individual to help turn leads into...
-
Fleet Maintenance Service Representative
5 days ago
Roseland, Nebraska, United States Transporation Equipment Network Full timeJob Summary:As a key member of the Transportation Equipment Network team, the Operations Specialist II plays a vital role in delivering exceptional customer service and ensuring the highest standards of quality in our operations. This role requires a strong understanding of refrigeration systems, trailer maintenance, and excellent communication skills to...
-
Wealth Management Specialist
2 weeks ago
Roseland, Nebraska, United States Beacon Pointe Advisors Full timeJob DescriptionWe are seeking a highly skilled and experienced Wealth Advisor to join our team at Beacon Pointe Advisors in our Roseland, NJ office.Key ResponsibilitiesManage new and existing client relationships, enhancing client retention with complex retirement and estate planning solutions.Provide best-in-class service experience to a select group of...
-
Wealth Management Specialist
2 weeks ago
Roseland, Nebraska, United States Beacon Pointe Advisors Full timeJob DescriptionWe are seeking a highly skilled and experienced Wealth Advisor to join our team at Beacon Pointe Advisors in Roseland, NJ.Key ResponsibilitiesManage new and existing client relationships, enhancing client retention with complex retirement and estate planning solutions.Provide best-in-class service experience to a select group of clients,...
-
Senior Financial Analyst
3 weeks ago
Roseland, Nebraska, United States Hire Point Recruiting Full timeAbout the JobWe are seeking a highly skilled Senior Accountant to join our team at Hire Point Recruiting. As a Senior Accountant, you will play a critical role in managing carrier portals, processing cash applications, and handling various payment methods.Key Responsibilities:Manage carrier portals to access and retrieve statements and invoices.Support the...
-
Healthcare Litigation Attorney
4 weeks ago
Roseland, Nebraska, United States Mandelbaum Barrett PC Full timeJob Title: Healthcare Litigation AttorneyWe are seeking a highly skilled and experienced Healthcare Litigation Attorney to join our esteemed law firm, Mandelbaum Barrett PC. As a key member of our Health Care practice group, you will represent medical professionals in professional liability/medical malpractice and employment lawsuits.Responsibilities:Handle...
-
Sales Account Representative
4 days ago
Roseland, Nebraska, United States DISH Full timeAbout DISHDISH is a leading provider of connectivity solutions, offering a range of services including satellite television, live-streaming, and on-demand programming. Our company has been reimagining the future of connectivity for over 40 years, with a strong presence in the US market.Job SummaryWe are seeking a highly motivated and results-driven Sales...