Financial Services Professional

About the Role:FDR Financial Group is a boutique financial planning firm established in 1983, offering comprehensive financial planning services to approximately 350 high-net-worth families. We seek a detail-oriented Registered Field Assistant to join our team, supporting clients with brokerage, advisory, and 529 account services.Responsibilities:Account...

We are seeking a skilled Senior Insurance and Financial Services Professional to join our team at Advanced Insurance & Financial Services LLC. This exciting opportunity offers a competitive salary of $60,000 - $80,000 per year, depending on experience.Job DescriptionThe ideal candidate will be responsible for providing expert advice to clients on insurance...

Job Title: Financial Services ConsultantSalary Range: $50,000 - $70,000 per yearAbout UsSpieldenner Financial Group is a leading provider of mortgage protection solutions. Our mission is to help individuals and families protect their most valuable assets from unexpected life events.Job DescriptionWe are seeking a highly skilled Financial Services Consultant...

About the OpportunityFDR Financial Group is a boutique financial planning firm established in 1983, providing comprehensive financial planning services to approximately 350 high net worth families. We are seeking a skilled Brokerage Operations Expert to join our team and contribute to our success.Key ResponsibilitiesOpening and servicing brokerage, advisory,...

Join Downtown Hollywood CPA Firm as a Financial Services Professional and take your career to the next level. We are looking for a skilled Accountant Specialist to help us deliver exceptional service to our clients.As a Mid-Level Tax Expert, you will be responsible for preparing income tax returns, performing general bookkeeping tasks, and providing expert...

We are seeking skilled Life, Health and Annuity agents to join our growing national company. This is an exciting opportunity for those looking to develop and grow their business.Our comprehensive tools and carriers will assist you in expanding your client base and increasing revenue.You will have the flexibility to work remotely or in the field, allowing you...

**About The Baldini Agency:** We are a leading insurance agency that works with 30+ financial institutions to find the best insurance policies for our clients. Our team approach helps us grow our knowledge and provides the support we need to succeed.**Job Summary:** We are seeking an experienced insurance producer who can sell insurance policies and other...

Job OverviewOlsen Financial Group is a renowned organization in the insurance sector, seeking a motivated individual to fill the role of Life Insurance Sales Specialist. This position presents an exceptional opportunity for individuals who aspire to build a successful career in life insurance sales and provide families with financial protection.

Job OverviewCoin World Inc seeks a highly skilled Chief Accounting Professional - Financial Expert to join our team. In this role, you will be responsible for managing financial records, ensuring accuracy and compliance with regulatory requirements.

Job SummaryBrightStar Credit Union is seeking a talented Member Service Representative to join our team in Hollywood. As a key member of our branch, you will be responsible for providing exceptional service to our growing community of members.Key Responsibilities:Conduct loan interviews and applications, retrieving necessary documentation and completing...

About the RoleWe are seeking a highly skilled Float Member Advisor to join our team at Educational Federal Credit Union. As a Float Member Advisor, you will be responsible for providing exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries.Key Responsibilities:Process various types of...

Job OverviewWe are seeking a highly motivated professional to join our team as an Insurance and Financial Services Representative. As a State Farm Agent Team Member, you will play a key role in helping our business grow through value-based conversations and remarkable customer experiences.Salary and BenefitsThe successful candidate can expect to earn an...

OverviewWe are seeking a highly skilled Senior Implementation Specialist to join our team at ClassWallet, a leading financial technology company serving public agencies. As a key member of our implementation services team, you will play a pivotal role in delivering exceptional support and service to our valued clients.

About UsWe are a State Farm independent contractor agent team looking for a motivated individual to join our dynamic team. As an Agent Team Member, you will have the opportunity to work with a trusted brand and promote State Farm's premier insurance and financial service products.Salary:$50,000 - $80,000 per year salary, plus commission/bonus...

Job OverviewPNC Financial Services Group is seeking a talented individual to join our team as a Retail Banking Associate. This role involves providing exceptional customer service, accurately performing high volume customer banking transactions, educating customers on new technology, and developing banking product referral opportunities through strong...

About the RoleThis Insurance and Financial Services Position requires a self-motivated individual who thrives in a fast-paced environment. The ideal candidate will have a strong interest in marketing products and services based on customer needs.ResponsibilitiesEducate customers about insurance options and develop leads for appointments.Provide prompt,...

About the JobWe are currently seeking an experienced Financial Transaction Support Representative to join our team at ACCOUNTSULT LLC.Key Responsibilities:Respond to client inquiries and resolve issues in a prompt and professional manner.Utilize strong communication skills to provide clear and concise information to clients.About the Company Culture:Our...

Job SummaryThis is a Commission-Only Sales Position that offers unlimited earning potential. As an Insurance Sales Representative, you will have the opportunity to build a lucrative business by selling life insurance policies to clients who value financial security and peace of mind. With our proven sales system and comprehensive training, you will be...

ResponsibilitiesOpening and servicing brokerage, advisory, and 529 accountsServing as the primary point of contact for our high net worth clientsRunning various reports, including RMDs, and maintaining RedTail CRMCreating and maintaining systems for organization and Excel skillsThis is an excellent opportunity for a motivated individual to learn all aspects...

About the RoleWe're looking for a skilled Financial Analyst Assistant to join our team at TEKsystems. As an Operations Support Specialist, you'll play a crucial role in assisting our financial analyst with various tasks, including posting invoices, setting up accounts, and managing vendor relationships.This is a fantastic opportunity for someone who is...