Financial Services Representative
4 weeks ago
We are seeking a highly motivated and detail-oriented Financial Services Representative to join our team. As a key member of our branch office, you will play a critical role in helping clients achieve their long-term financial goals.
Key Responsibilities- Deliver exceptional personalized service to ensure clients feel understood and informed
- Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
- Actively listen for situations in clients' lives that may indicate a need for additional services
- Drive marketing activities such as planning and executing events
We offer a competitive compensation package, including a salary range of $20.04 - $23.43 per hour, based on experience and qualifications. Our benefits include:
- A comprehensive 6-month training program with an experienced peer to help mentor you
- A wide support network that extends from your branch office to your region to the home office
- You'll often work independently but will have a team of thousands backing you every step of the way
To be successful in this role, you should have:
- The ability to deepen and broaden client relationships
- The ability to identify opportunities to create efficiency
- Strong ability to work independently
- Ability to manage multiple priorities in a deadline-driven environment
- Proficient in current and new office technology
- Willingness to learn how financial services/markets work
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
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Financial Services Representative
3 days ago
Raleigh, North Carolina, United States PNC Financial Services Group, Inc. Full timeCompany OverviewPNC Financial Services Group, Inc. is a leading provider of financial services, committed to delivering exceptional value to its customers and communities.Sales OpportunitiesThis role presents a unique chance to strengthen customer relationships through proactive sales conversations, identifying opportunities to improve their financial...
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Financial Services Representative
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Raleigh, North Carolina, United States PNC Financial Services Group, Inc. Full timeCompany OverviewPNC Financial Services Group, Inc. is a leading financial services company that provides a range of products and services to individuals, businesses, and governments. Our mission is to deliver the best experience for our customers and foster an inclusive workplace culture.
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Financial Services Representative
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2 days ago
Raleigh, North Carolina, United States Truist Financial Corporation Full timeJoin our dynamic financial services team as a Business Development Associate in Raleigh, NC. This in-office position involves providing administrative and operational support to Financial Advisors, while driving business growth and delivering exceptional client experiences.Key Responsibilities:Administrative and operational supportBusiness development...
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Customer Service Representative
3 weeks ago
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Brokerage Financial Services Professional
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Financial Services Leader Position
4 hours ago
Raleigh, North Carolina, United States Principal Financial Group Full timeJob DescriptionAs a Senior Financial Advisor at the Principal Financial Group, you will be responsible for providing expert advice and guidance to clients on various financial products and services.You will work closely with clients to understand their financial needs and develop personalized solutions to meet their goals.Key Responsibilities:Conduct client...
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Financial Services Support Specialist
3 days ago
Raleigh, North Carolina, United States Truist Financial Corporation Full timeAt Truist Financial Corporation, we are seeking a highly skilled Financial Services Support Specialist to join our team. This in-office position is located in Raleigh, NC, and offers an excellent opportunity for professional growth and development.The estimated salary for this role is around $50,000 - $65,000 per year, depending on experience. As a member of...
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Raleigh, North Carolina, United States Financial Corporation Full timeWe are seeking a motivated and personable insurance sales representative to join our team at Financial Corporation. The ideal candidate will have solid communication skills and a passion for customer service.The role involves tailoring risk management strategies to meet each customer's individual needs, updating reports and records to accurately track...
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Financial Services Representative
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Student Financial Services Representative
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