Financial Services Specialist

About the Opportunity:The Financial Services Specialist will be responsible for supporting the lifecycle of investments, from transaction processing to reporting. This role requires a strong understanding of financial services and investment-related terminology. The ideal candidate will have 2+ years of experience in investment/mutual fund operations or a...

As a Financial Services Operations Specialist with Farm Bureau Financial Services, you will partner with Registered Representatives and Investment Advisor Representatives to support their business growth. This role is also a registered principal, overseeing operational and trading activities.The key responsibilities of this position include:Responding to...

We're seeking an experienced Financial Services Operations Specialist to join our Wealth Management team. As a key player in driving business growth, you will partner with Agent Registered Representatives and Investment Advisor Representatives to help them succeed.Key responsibilities include:Providing exceptional support to Registered Representatives and...

At Vision Financial Group LLC, we are seeking a highly skilled Tax Planning Specialist to join our team. This role is an exciting opportunity for an individual with a strong background in accounting and tax planning to work with clients to optimize their financial outcomes.The ideal candidate will have a deep understanding of tax laws and regulations, as...

About the RoleWe are seeking a highly skilled Financial Operations Specialist to join our team at Principal Financial Group. In this role, you will be responsible for supporting the lifecycle of investments, ensuring seamless execution and reporting. You will have the opportunity to work independently with minimal guidance, process transactions, and...

At Smith+Frieberg Financial, we are seeking a highly skilled Financial Planning Specialist to join our team. As an Associate Financial Planner, you will play a vital role in delivering exceptional client service and supporting our clients in achieving long-term financial success.The estimated annual salary for this position is $80,000-$110,000 depending on...

Job OverviewSimplify the complexities of financial planning with Smith+Frieberg Financial as a Financial Planning Specialist. In this role, you will support our team in providing top-notch service to clients, handling tasks such as client management, document preparation, data entry, and administrative support. If you have exceptional organizational skills,...

About the RoleWe are seeking a Financial Operations Specialist to join our team at Cetera Financial Group. This role will provide day-to-day operational support to internal and external Broker/Dealer customers.You will learn about our business and develop expertise in Broker/Dealer operations, processing, and service as a stepping stone for acquiring...

We are seeking an experienced Financial Operations Specialist to join our team at Principal Financial Group. This role offers the opportunity to support the lifecycle of investments, ensuring seamless execution and reporting.About the RoleIn this position, you will have the chance to work with a talented team to process transactions, collaborate with...

About the JobIn this role, you will be responsible for educating and assisting 401K participants, answering inbound phone inquiries about their retirement accounts, and helping them prepare for retirement.This involves providing quality customer service, handling complex product calls, emails, or chats, and resolving situations real-time while building...

Job Title:**Financial Services Specialist**About The Weitz Company:We are a leading provider of construction services, with a strong commitment to innovation and excellence.**Key Responsibilities:**Develop, mentor, and coach payroll team members.Collaborate with HR team on employee benefits.**Requirements:**2+ years of experience managing/leading...

About the RoleCollabera is a global digital solutions company providing software engineering solutions for top tech-forward organizations. We are seeking a skilled Financial Services Specialist to join our team in Des Moines, IA.Responsibilities:Assist with research, review, and fee reconciliation of loans.Work closely with other agents and loan servicers to...

About the RoleWe are seeking a skilled Financial Services Representative to join our team. In this role, you will educate and assist customers by answering inbound phone inquiries about their retirement accounts.Main Responsibilities:Correspond with customers via inbound and outbound phone calls or additional channels and provide quality customer...

About the Position:The Senior Financial Solutions Specialist role at BMO Financial Group offers a unique opportunity to leverage your expertise in financial planning and analysis to deliver exceptional client experiences. As a key member of our team, you will be responsible for developing and implementing comprehensive financial plans, identifying business...

Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.We are committed to providing an equal employment opportunity for all applicants and...

**Job Title:** Chief Financial Operations Specialist**Location:** Vision Financial Group LLC We are seeking an experienced Assistant Controller to join our team at Vision Financial Group LLC. This is a dynamic, holistic wealth management firm that requires a highly skilled professional to process financials in a complex business structure.The ideal...

About the RoleWe are seeking a highly motivated and organized individual to fill the position of Senior Retirement Account Advisor. In this role, you will work closely with our customers, solving problems, resolving issues, and helping to build their financial confidence.The ideal candidate will have 4+ years of customer service experience or equivalent,...

About the RoleWe are seeking a highly detail-oriented and organized intern to join our team at Vision Financial Group LLC. This role will focus on data review and entry, providing an excellent opportunity for individuals with strong analytical skills to learn and grow.Key ResponsibilitiesSupport the review and update of client account documentation and...

About the RoleWe are seeking a highly skilled Senior Training Specialist to join our team at Farm Bureau Financial Services. As a key member of our organization, you will be responsible for designing, developing, and implementing comprehensive training programs for underwriting personnel.Responsibilities:Develop and deliver training content on underwriting...

Sr Training Specialist Role Overview:Farm Bureau Financial Services seeks a skilled Sr Training Specialist to drive the development and implementation of effective training programs for underwriting personnel across the PC Company. As a key member of our Education and Compliance Department, you will analyze, design, develop, implement, and evaluate training...