Financial Services Professional

Job SummaryThe Financial Advisor role at BOK Financial Corporation Group is a dynamic opportunity for a skilled professional to provide exceptional customer service and guide clients toward their short and long-term financial goals. This is accomplished through holistic financial planning and financial advice. The ideal candidate will possess excellent...

Unlock Your Potential as a Financial Services ProfessionalLPL Financial partners with credit unions to offer a comprehensive suite of financial services to their clients. This employment opportunity at Global Credit Union in Phoenix, AZ, would allow you to join the Investment Program as a Financial Advisor associated with LPL Financial. Under this model,...

Advisor Employee Services is seeking a highly motivated and experienced Financial Advisor to join our team in Phoenix, AZ.The ideal candidate will have a strong background in financial services, with a proven track record of success in sales and client relationship building.Responsibilities will include:Preparing and presenting customized financial plans to...

At Advisor Employee Services, we are seeking a highly motivated and experienced Financial Advisor to join our team in Phoenix, AZ.The ideal candidate will have a strong background in financial services, with a proven track record of success in sales and client relationship building.Responsibilities will include:Preparing and presenting customized financial...

Job OverviewAs a Financial Services Representative, you will play a crucial role in helping clients and businesses achieve their financial goals. Your expertise will be sought after by individuals and organizations seeking guidance on financial products and services.Key Responsibilities:Develop and maintain a client base through consultative...

Job SummaryAs a Teller at PNC Financial Services Group, you will play a vital role in delivering exceptional customer service and providing financial solutions to our clients. This is an exciting opportunity to join a dynamic team and contribute to the company's success.Key ResponsibilitiesProvide personalized banking services to customers, including...

Job SummaryThe Campus Financial Services Specialist is a key role in growing and retaining student membership and expanding overall business growth for the credit union within the university community. This position requires strong presentation abilities, financial acumen, and interpersonal skills to build awareness and develop trusted advisor relationships...

Financial Planning SpecialistAt Alerus Financial, we are seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services team, you will be responsible for delivering comprehensive financial advice to our clients by serving as their trusted primary point of contact with the support of a team of specialists.Key...

Job SummaryThe Treasury Services and Operations Trainee plays a critical role in the success of our organization by gaining broad knowledge of our industry and organization. This 10-week internship program is designed to benefit students completing their Junior year of college, providing a competitive 10-week immersive experience in the line of...

Job SummaryWe are seeking a highly skilled Financial Professional to join our team at Joseph A. Martin, CPA, PC. As an Accounting Specialist, you will be responsible for preparing and analyzing financial records for our clients. Your expertise will be essential in developing and analyzing reporting for business operations and budgets.Key Responsibilities:*...

Job OverviewWe are seeking a highly skilled Member Service Representative to join our team at S3 Shared Services. As a key member of our operations team, you will be responsible for providing exceptional customer service to our members, responding to their inquiries, and resolving any issues in a timely and professional manner.Key Responsibilities:Respond to...

Job OverviewAs a vital member of the Daphine Willingham - State Farm Agent team, you will play a crucial role in our daily business operations and customer success. Your primary responsibility will be to develop and maintain meaningful client relationships in insurance and financial services. Key ResponsibilitiesProvide comprehensive financial planning and...

Build Relationships, Make a DifferenceAs a Farm Bureau Financial Services agent, you'll have the opportunity to build strong relationships with your clients and make a meaningful impact in your community.Key Responsibilities:Meet with prospective and current clients to understand their needs and provide personalized solutionsManage policy renewals and ensure...

Job Summary:We are seeking a highly skilled Financial Advisor to join our team at Alerus Financial. As a Financial Advisor, you will be responsible for providing comprehensive financial advice to high net worth clients, enhancing existing relationships, and developing new business opportunities.Key Responsibilities:Manage a portfolio of high net worth...

About the RoleCommunity Choice Financial Family of Brands is a leading retailer of financial services to unbanked and underbanked consumers. We are currently seeking ambitious and driven individuals to join our Store Operations team, the front line of our business that strives to provide the best customer service and overall lending experience in the...

As a key member of our team at Discover Financial Services, you will be responsible for delivering exceptional customer service via various channels, including telephone, digital, and chat platforms. Your primary focus will be on resolving routine customer inquiries and issues through effective communication and problem-solving skills.Key responsibilities...

Discover Financial Services is seeking a skilled Collections Specialist to join our team. As a Collections Specialist, you will be responsible for servicing delinquent credit card accounts through various contact channels, minimizing losses to the company, and strengthening relationships with customers.Key Responsibilities:Assess each customer situation to...

Job SummaryThe Paraplanner is a key member of our team, responsible for providing educational and consultative financial planning strategies to financial advisors. This role involves collaborating with advisors, gathering client information, and conducting research to create, analyze, and recommend financial plans.Key ResponsibilitiesCollaborate with...

About the RoleWe are seeking a seasoned Strategic Financial Operations Leader to join our team at Edelman Financial Engines. As a key member of our leadership team, you will be responsible for overseeing the financial planning and operations of our organization, ensuring alignment with our strategic goals and objectives.Job DescriptionAs a Strategic...

Job Opportunity:Are you a seasoned sales professional with a passion for security services?We are an advanced professional security services provider dedicated to safeguarding businesses and communities. With a commitment to excellence and innovation, we ensure the protection and peace of mind of our clients through a comprehensive range of security...