Financial Services Representative

Unlock Your Potential in Financial ServicesAre you a detail-oriented individual with a passion for financial data and analytics? National Financial Network is seeking a talented Entry-Level Financial Representative to join our team.As a Financial Representative, you will play a critical role in developing strategic financial plans and providing expert advice...

Unlock Your Potential as a Financial Services RepresentativeAre you a detail-oriented individual with a passion for financial data and a knack for building strong relationships? National Financial Network is seeking a talented Entry-Level Financial Representative to join our team.Key Responsibilities:Develop and implement strategic financial plans to help...

Unlock Your Potential in Financial ServicesWe are seeking a talented and ambitious individual to join our team as an Entry-Level Financial Representative. As a key member of our National Financial Network team, you will play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Develop and implement effective financial...

About National Financial NetworkNational Financial Network is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term goals. Our team of experienced professionals is committed to delivering exceptional service and guidance to our clients.Job SummaryWe are seeking a self-motivated and entrepreneurial...

Job DescriptionAbout the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative at 00002 Citibank, N.A.Key ResponsibilitiesProvide exceptional customer service to internal and external clients, ensuring a positive and personalized experience.Act as a subject matter expert for the branch,...

Job Summary:The Customer Service Representative will provide exceptional service delivery to internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions and sales referral routines to deepen client relationships.Responsibilities:Exhibits strong sales and service skills,...

About Silver Spring Wealth Management - Northwestern MutualSilver Spring Wealth Management, a part of Northwestern Mutual, has been helping individuals and businesses achieve financial security for over 160 years. Our team of financial professionals provides personalized assistance and support to our clients, guiding them towards their financial goals.Role...

Unlock Your Potential as a Financial ProfessionalAt New York Life, we're committed to helping you achieve your career goals and succeed in the financial services industry. As a financial professional, you'll have the opportunity to work with a diverse range of clients and help them achieve their financial objectives.What We OfferWe provide a comprehensive...

Unlock Your Potential with National Financial NetworkAre you a driven individual with a passion for helping others achieve their financial goals? National Financial Network is seeking a talented Financial Representative to join our team.As a Financial Representative, you will work closely with clients to understand their unique financial situations and...

Unlock Your Potential as a Financial RepresentativeAt National Financial Network, we're on a mission to empower individuals and businesses to achieve their financial goals. As a Financial Representative, you'll play a vital role in helping our clients navigate the complexities of financial planning and wealth management.Key Responsibilities:Work closely with...

As a Customer Service Representative II at Genuine Parts Company, you will play a key role in ensuring customer expectations are accurately determined and fully met. Your responsibilities will include providing guidance to less experienced Customer Service Representatives, while also handling customer inquiries and resolving issues in a timely and...

National Financial Network is seeking a skilled Licensed Financial Advisor to join our team in New Haven, CT. As a key member of our team, you will collaborate with individuals and local businesses to offer financial services and products. Your focus will be on safeguarding assets, promoting financial literacy, and fostering wealth accumulation. You will...

Job OverviewBankwell is a leading commercial bank dedicated to delivering exceptional banking services to businesses and individuals. Our team of experienced professionals is committed to providing top-notch customer care and innovative financial solutions.Key Responsibilities:Customer Support: Provide outstanding service to both consumer and commercial...

Job SummaryThe Customer Service Representative II is responsible for ensuring customer expectations are accurately determined and fully met. This role requires strong communication and negotiation skills to influence Motion Industries' gross profit. The ideal candidate will have a high school diploma or equivalent and 3-5 years of related experience.Key...

Role OverviewThis is a full-time hybrid position for a Financial Sales professional at Northwestern Mutual. The Financial Sales professional will be responsible for day-to-day tasks such as sales and finance activities, analyzing financial data, effective communication with clients, and providing exceptional customer service.Main Responsibilities:Sales and...

Merrill Financial Solutions Advisor Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors helps clients pursue their financial goals through personalized advice and guidance.Key...

Key Responsibilities: Obtain required licenses/credentials within 150 days of hire: FINRA Series 7, Active State Securities Agent Registration, Active IAR Registration, and State Life, Health Insurance, and Variable Products lines. Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and...

As a Customer Service Representative II at Genuine Parts Company, you will play a critical role in ensuring customer expectations are accurately determined and fully met. Under general supervision, you will provide guidance to less experienced colleagues and support specific customer needs. With experience and training, you will handle more challenging...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors helps clients pursue their financial goals through personalized advice and guidance.We believe in building long-term relationships with...

Job DescriptionMerrill Financial Solutions Advisors work with high-net worth clients to identify their needs, develop relationships, and provide investment recommendations that align with their goals.Key Responsibilities:Leverage technology to achieve business growth goalsProfile activities to determine a client's investor profile and financial resource...