Current jobs related to Financial Services Professional - Charleston, West Virginia - Atlantic Emergency Solutions


  • Charleston, West Virginia, United States Stone Press Financial Group Full time

    About Stone Press Financial GroupWe're a growing company that empowers our advisors to drive their careers and make a meaningful impact in people's lives. Our culture values discipline, excellence, and a commitment to keeping promises to our clients and each other.We're seeking entrepreneurial candidates who share our values and are motivated to help their...


  • Charleston, West Virginia, United States RK Partners Full time

    Job OverviewAt RK Partners, we're committed to empowering driven individuals to launch a successful career as a financial advisor. If you're passionate about helping others achieve financial security and have a strong entrepreneurial spirit, we invite you to explore this opportunity.As a financial advisor, you'll work closely with clients to understand their...

  • Financial Planner

    3 weeks ago


    Charleston, West Virginia, United States First Command Financial Services, Inc Full time

    About the RoleFirst Command Financial Services, Inc. is seeking a Financial Advisor to join our team. As a Financial Advisor, you will work with military families to help them achieve their financial goals.Key ResponsibilitiesPartner with local military organizations and units to engage with the military communityCoach military families on holistic financial...


  • Charleston, West Virginia, United States First Command Financial Services, Inc Full time

    About the RoleFirst Command Financial Services, Inc. is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals.Key ResponsibilitiesPartner with local military organizations and units to engage with the military communityCoach military families on...


  • Charleston, West Virginia, United States Wolters Kluwer Financial Services, Inc. Full time

    About Wolters Kluwer Financial Services, Inc.We are a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence.Job SummaryThe Senior Field Sales Executive role offers growth...


  • Charleston, West Virginia, United States Curran Financial Partners Full time

    Paraplanner Role at Curran Financial PartnersWe are seeking a highly skilled and detail-oriented Paraplanner to join our team at Curran Financial Partners in Charleston, SC. As a key player in our office, you will be responsible for delivering exceptional customer service and performing diverse planning and administrative functions.Responsibilities:Prepare...


  • Charleston, West Virginia, United States Stone Press Financial Group Full time

    Job DescriptionStone Press Financial Group is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial objectives and goals.Key Responsibilities:Conduct in-depth financial assessments to determine...


  • Charleston, West Virginia, United States Advisor Employee Services Full time

    Paraplanner Job DescriptionWe are seeking a highly skilled and detail-oriented Paraplanner to join our team at Advisor Employee Services. As a Paraplanner, you will play a critical role in supporting our financial advisors in delivering exceptional client service and achieving business goals.Key Responsibilities:Prepare comprehensive financial plans,...


  • Charleston, West Virginia, United States Karlo Financial Full time

    Job OverviewAs a Remote Life Insurance Sales Representative at Karlo Financial, you will play a crucial role in helping individuals and families secure their financial futures. This is an exciting opportunity for motivated individuals who are passionate about sales, financial protection, and building lasting relationships.Key Responsibilities:Connect with...


  • Charleston, West Virginia, United States Alchemy Financial Group Full time

    About the Insurance Sales Representative PositionWe are seeking a highly motivated Insurance Sales Representative to join our team at Alchemy Financial Group. As a key member of our sales team, you will play a crucial role in expanding our business by identifying new sales opportunities and building strong relationships with our clients.Key...


  • Charleston, West Virginia, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at First Citizens Bank. As a key member of our branch team, you will be responsible for building and expanding banking relationships through proactive customer outreach and service delivery.Key ResponsibilitiesProactively engage with customers...

  • Sales Professional

    3 weeks ago


    Charleston, West Virginia, United States EA Agency Symmetry Financial Group Full time

    Unlock Your Earning PotentialAre you looking for a career that offers flexibility, autonomy, and uncapped income? This is a 100% commission-only position with EA Agency, where you'll have the opportunity to work from home and set your own schedule. Our proprietary technology and sales process ensure a steady stream of leads, eliminating the need for cold...


  • Charleston, West Virginia, United States Magellan Health Full time

    This position provides comprehensive personal financial services to military service members and their families at assigned installations. The role involves delivering a full range of financial counseling services, including one-on-one counseling, briefings, and presentations. The successful candidate will work closely with installation and military branch...


  • Charleston, West Virginia, United States The WRS Group - Symmetry Financial Full time

    Job Opportunity: We are seeking a highly motivated and self-driven individual to join our team as an Insurance Sales Professional. As a member of our team, you will have the opportunity to work with a leading financial services agency, partnered with Symmetry Financial Group, serving clients nationwide in the areas of mortgage protection life insurance,...


  • Charleston, West Virginia, United States First Citizens Bank Full time

    OverviewFirst Citizens Bank offers a unique opportunity to launch your financial services career through our licensed sales development program. This comprehensive program is designed to equip you with the knowledge and skills necessary to succeed in the financial services industry.The program begins with a customized study program to obtain investment and...


  • Charleston, West Virginia, United States Advisor Employee Services Full time

    Paraplanner Role OverviewWe are seeking a skilled Paraplanner to join our team at Advisor Employee Services. As a Paraplanner, you will play a key role in supporting our financial advisors in delivering exceptional client service and achieving business growth.Key Responsibilities:Assist in the preparation of financial plans, investment allocation models, and...


  • Charleston, West Virginia, United States Western & Southern Financial Group Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Western & Southern Financial Group. As a key member of our customer support team, you will be responsible for providing timely and courteous service to internal and external clients by researching, analyzing, and resolving service requests and complaints.You will...

  • Food Service Worker

    3 weeks ago


    Charleston, West Virginia, United States Selrico Services Inc. Full time

    Job SummaryAs a Food Service Worker at Selrico Services Inc., you will play a crucial role in providing high-quality food and beverage services to our customers. This position is perfect for individuals with a passion for the hospitality and restaurant industry, who are looking to join a dynamic and growing team in a fast-paced environment.Key...


  • Charleston, West Virginia, United States Baird Full time

    Job SummaryThe Branch Administrative Supervisor is a key member of the Baird team, responsible for providing advanced administrative support to the Branch Manager and Financial Advisors. This role requires a high level of organizational skills, attention to detail, and excellent communication abilities. Key ResponsibilitiesSupervise and coordinate the work...


  • Charleston, West Virginia, United States Consolidated Planning Lowcountry Full time

    We are seeking a skilled financial advisor to fill an entry-level position at Consolidated Planning Lowcountry. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.Key responsibilities include providing strategic recommendations for products, plans, investments, and...

Financial Services Professional

2 months ago


Charleston, West Virginia, United States Atlantic Emergency Solutions Full time
Financial Specialist Job Description

Atlantic Emergency Solutions is seeking a highly motivated and experienced Financial Specialist to join our team. As a Financial Specialist, you will be responsible for providing municipal, non-profit, and commercial customers with equipment financing options.

Key Responsibilities:
  • Develop and implement financing plans and models for customers
  • Conduct financial statement analysis to determine credit worthiness of customers
  • Identify potential funding sources, including banks, investors, and alternative financing sources
  • Manage customer relationships and assist with the application process for financing
  • Negotiate terms and conditions with outside financing sources to secure favorable financing arrangements
Requirements:
  • 3 or more years of direct related experience, or an equivalent combination of education and experience
  • Prior accounting or finance experience preferred but not required
  • Excellent organizational and time management skills, with the ability to work independently
  • Exceptional oral and written communication skills
What We Offer:
  • A comprehensive benefit package, including medical, dental, life and AD&D insurance, short and long term disability, paid time off, holiday, retirement 401(k), and continuous training and development
  • A dynamic and supportive work environment

Atlantic Emergency Solutions is an Equal Opportunity Employer, committed to providing equal employment opportunities to all employees and applicants for employment, without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.