Financial Services Assistant

2 weeks ago


Riverview, Florida, United States Atria Wealth Solutions Full time
Job Opportunity

We are seeking a highly skilled and motivated Financial Consultant Assistant to join our team at DFCU Financial. As a key member of our Investment Services team, you will provide comprehensive support to our Financial Consultants in the Riverview MI area.

Key Responsibilities
  • Process account opening and servicing documents with high accuracy and attention to detail.
  • Provide administrative support using back-office systems and procedures.
  • Assist clients and prospects with account inquiries and general servicing.
  • Act as a liaison with branch staff to promote Investment Services' mission and support revenue goals.
  • Promote and support Investment Services sales and marketing efforts through support functions.
  • Provide coverage of the Financial Consultant office in their absence.
  • Support various Investment Services events, including seminars and evening call sessions.
Requirements
  • High school diploma or equivalent.
  • Two years of customer service experience, preferably in the financial industry.
  • Current FINRA series 6 or 7 and 63 licenses, or ability to attain within 12 months.
  • Positive, cooperative, self-motivated, courteous, and professional attitude.
  • Ability to work in a team-oriented environment.
  • Excellent interpersonal skills, including written and oral communication.
  • Ability to process documents with a high degree of accuracy and attention to detail.
  • Computer literacy.
What We Offer
  • 401k plan match, dollar for dollar up to 4%.
  • Paid time off for employees who average over 20 hours per week.
  • Paid holidays (~10 per year).
  • Vision insurance.
  • Medical and dental insurance effective date of hire for employees who average over 20 hours per week.
  • Health savings account (HSA).
  • Wellness initiatives and reimbursements.
  • Pre-paid legal services plan.
  • Identity protection plan.
  • Accident supplemental plan.
  • Company-provided basic life insurance of $10,000.
  • Pet insurance.
  • Free financial planning assistance.
  • Numerous fun employee events throughout the year.
  • Volunteer and community engagement opportunities.
  • Service / anniversary awards.
  • Employee discounts for company logo wear.
  • Employee referral payouts for recruiting friends and family.
  • Ongoing training opportunities.

Equal Opportunity Employer / Disabled / Veterans.



  • Riverview, Florida, United States Atria Wealth Solutions Full time

    Job OpportunityWe are seeking a highly skilled and motivated Financial Consultant Assistant to join our team at DFCU Financial. As a key member of our Investment Services team, you will provide comprehensive support to our Financial Consultants in the Riverview MI area.Key Responsibilities:Process account opening and servicing documents with accuracy and...


  • Riverview, Florida, United States DFCU Financial Full time

    Part Time Teller Job DescriptionWe are seeking a highly motivated and customer-focused Part Time Teller to join our team at DFCU Financial. As a Part Time Teller, you will play a vital role in providing exceptional service to our members, building relationships, and promoting our financial products and services.Key Responsibilities:Process daily transactions...


  • Riverview, Florida, United States Jenn Rossmiller- State Farm Agent Full time

    About UsJenn Rossmiller State Farm is a trusted insurance agency serving our community for over 20 years. We pride ourselves on providing exceptional customer service and comprehensive insurance solutions.About Jenn RossmillerLocal State Farm agent in Riverview, FloridaProviding Life Insurance in TampaOffering Auto Insurance in BrandonHelping with Home...


  • Riverview, Florida, United States Jenn Rossmiller- State Farm Agent Full time

    About UsJenn Rossmiller State Farm is a trusted insurance agency serving our community for over 20 years. We pride ourselves on providing exceptional customer service and comprehensive insurance solutions.Role and ResponsibilitiesAs a Sales Representative at Jenn Rossmiller State Farm, you will play a vital role in helping our customers protect what matters...


  • Riverview, Florida, United States AdventHealth Tampa Full time

    About the RoleWe are seeking a highly skilled Financial Counselor to join our team at AdventHealth Tampa. As a Financial Counselor, you will play a critical role in ensuring the financial well-being of our patients and their families.Key ResponsibilitiesMake financial arrangements for patients with no insurance or poor insurance coverageCollect required...

  • Personal Banker

    4 weeks ago


    Riverview, Florida, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and customer-focused individual to join our team as a Personal Banker. As a key member of our Retail Branch Banking Network, you will play a critical role in strengthening customer relationships and driving sales growth.Key ResponsibilitiesCustomer Acquisition and Retention: Acquire and...


  • Riverview, Florida, United States OneMain Financial Full time

    About the RoleWe are seeking a highly motivated and customer-focused Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will play a critical role in empowering customers to achieve their financial goals by providing access to responsible and affordable financing solutions.Key ResponsibilitiesDeliver...


  • Riverview, Florida, United States OneMain Financial Full time

    About the RoleWe are seeking a highly motivated and customer-focused Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will play a critical role in empowering customers to achieve their financial goals by providing access to responsible and affordable financing solutions.Key ResponsibilitiesDeliver...


  • Riverview, Florida, United States OneMain Financial Full time

    About the RoleAt OneMain Financial, we're committed to empowering customers by providing access to responsible credit solutions. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their financial goals.Key ResponsibilitiesDeliver exceptional customer service and sales results, meeting individual and branch goalsDevelop...


  • Riverview, Florida, United States OneMain Financial Full time

    Job Title: Consumer Loan Sales SpecialistAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a critical role in empowering customers to achieve their financial goals.Key Responsibilities:Deliver exceptional customer service and build strong relationships...


  • Riverview, Florida, United States OneMain Financial Full time

    About the RoleAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a critical role in empowering customers to achieve their financial goals. You will be responsible for delivering exceptional customer experiences, developing new relationships, and maintaining existing ones throughout the loan process and life cycle.Key...


  • Riverview, Florida, United States Homes By West Bay LLC Full time

    Job SummaryHomes By West Bay LLC is seeking a highly skilled Senior Accountant to join our corporate accounting department. As a key member of our finance team, you will be responsible for supporting the Chief Financial Officer (CFO) and Controller in carrying out the responsibilities of the Finance department.Key ResponsibilitiesFinancial Analysis and...


  • Riverview, Florida, United States David Snell - State Farm Agent Full time

    Job Description**Position Overview**David Snell - State Farm Agent is seeking a qualified professional to join their team as a Financial Services Representative State Farm Agent Team Member. We are looking for an energetic and motivated individual who is interested in helping our business grow through value-based conversations and exceptional customer...


  • Riverview, Florida, United States Jenn Rossmiller- State Farm Agent Full time

    About UsJenn Rossmiller State Farm is a trusted insurance agency that has been serving our community for over 20 years. Our commitment to providing exceptional customer service and comprehensive insurance solutions has earned us a reputation as a leader in the industry.About Jenn RossmillerLocal State Farm agent in Riverview, FloridaProviding Life Insurance...


  • Riverview, Florida, United States Mark Rossmiller - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and customer-centric individual to join our dynamic team as a Sales Associate at Mark Rossmiller State Farm. As a Sales Associate, you will play a pivotal role in helping individuals and families protect what matters most to them.Key ResponsibilitiesSales and Customer Acquisition: Engage with potential...


  • Riverview, Florida, United States Integrated Power Services Full time

    Job SummaryWe are seeking a skilled Generator Field Service Technician to join our team at Integrated Power Services. As a Generator Field Service Technician, you will be responsible for servicing, repairing, and maintaining diesel and gas engine driven standby generators in the field.Key ResponsibilitiesPerform preventative maintenance tasks, including oil...


  • Riverview, Florida, United States David Snell - State Farm Agent Full time

    Job Description**Position Overview**Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you. State Farm agents market only State Farm insurance and financial service products.ResponsibilitiesEstablish customer...


  • Riverview, Florida, United States MAXIMUS Full time

    About the RoleWe are seeking a highly skilled and compassionate Customer Service Representative to join our team at Maximus. As a Customer Service Representative, you will play a critical role in providing exceptional customer care to our clients, ensuring their needs are met and exceeded.ResponsibilitiesProvide customer service for basic and routine...


  • Riverview, Florida, United States BayCare Health System Full time

    Revolutionizing Healthcare with BayCare Health SystemAt BayCare Health System, we're committed to delivering exceptional patient care and innovative healthcare solutions. As a Patient Access Services Representative III, you'll play a vital role in our mission to advance superior healthcare throughout the communities we serve.About the Role:The Patient Access...


  • Riverview, Florida, United States Walmart Full time

    Job OverviewAs a Front End Service Team Supervisor at Walmart, you will play a vital role in ensuring exceptional customer service and compliance. Your primary responsibilities will include greeting and thanking customers, processing returns and refunds, and handling financial transactions. You will also be responsible for assisting customers with their...