Financial Advisor Specialist

Job Title: Financial Solutions AdvisorAbout the Job:This role is responsible for providing comprehensive financial advice and customized solutions to clients. As a Financial Solutions Advisor, you will work closely with clients to plan their short and long-term financial goals by building a financial plan that aligns with their needs.Key...

We are currently seeking a highly motivated and organized individual to fill the position of Account Balancer and Advisor at Addison Group. This role is perfect for someone who enjoys working in a fast-paced environment and has experience with financial data analysis.About the JobIn this role, you will be responsible for managing accounts receivable and...

Financial Reporting Specialist Job SummaryNoble 33 is seeking a highly experienced Senior Accountant to join our accounting team as a Financial Reporting Specialist. In this role, you will be responsible for preparing accurate financial statements and reports for internal and external stakeholders, adhering to GAAP standards and company...

Seeking an experienced Wealth Management Advisor to join our team in Plano, TX. As a key member of our Wealth Management team, you will provide thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.The ideal candidate will have 7 or more years of success in...

As a Canadian Investment Specialist, you will be responsible for identifying and pursuing new business opportunities in Canada. You will leverage your expertise in sales and relationship-building to develop and maintain relationships with high-net-worth individuals and institutions, and drive revenue growth for the company.Key Responsibilities">Identify and...

Job OverviewWe are seeking a seasoned Financial Advisor to join our team at Lincoln Wealth. As an Independent Advisor, you will be responsible for acquiring new clients, building strong relationships, and driving revenue growth.The ideal candidate will possess a Series 65 or 66 license, excellent communication and interpersonal skills, and a proven track...

Job OverviewWe are seeking a highly motivated and experienced Independent Financial Advisor to join our team at Lincoln Wealth. As a key member of our organization, you will be responsible for meeting with clients, completing the new client process, and providing exceptional financial services.To be successful in this role, you must have a proven track...

WallStJobs is a Major Investment Advisory Firm dedicated to helping clients achieve financial success through expert guidance, personalized investment strategies, and exceptional service. Our team seeks a Financial Services Specialist to work closely with clients to understand their financial goals, recommend suitable investment products, and help them...

Job DescriptionWe are looking for a highly skilled Quality Analyst (QA) to join our Salesforce QA & development team at One Park Financial. The QA Specialist will be responsible for validating Web Application and Salesforce functionalities against business requirements.Salary: $90,000 - $120,000 per yearKey ResponsibilitiesCreate test plans, execute test...

Job OverviewWe are seeking a highly motivated and experienced Financial Advisor to join our team as a Senior Wealth Management Specialist.This is an excellent opportunity for a driven professional to accelerate their career in the financial services industry, working with a reputable and fast-growing company.ResponsibilitiesMaintain existing client...

Job OpportunityWe are seeking a highly motivated and experienced Independent Advisor to join our team at Lincoln Wealth. As a representative of our financial services office, you will be responsible for meeting with clients, completing the new client process, and driving business growth.The ideal candidate will possess a Series 65 or 66 license and have a...

Job OverviewWe are seeking a highly skilled Financial Services Specialist to join our team at Wildcat Lending. The successful candidate will be responsible for managing delinquent accounts, providing exceptional customer service, and maintaining accurate records.Responsibilities:Contact clients to discuss payment options and resolve outstanding...

Job OverviewWe are seeking a highly skilled Quality Assurance Specialist to join our Salesforce QA & development team at One Park Financial.This role involves validating Web Application and Salesforce functionalities against business requirements, creating test plans, executing test cases, and performing various levels of testing.Key Responsibilities:Test...

Job SummaryWe are seeking a highly skilled Chief Financial Operations Specialist to join our team at Catalyst Health Group.The estimated annual salary for this role is $85,000 - $110,000 based on industry standards and the level of experience required.About UsCatalyst Health Group is a dynamic organization driven by purpose. We are making a difference in the...

About the RoleWe are seeking a dedicated and results-driven Insurance and Financial Services Position to join our team at Michael Fortado - State Farm Agent. This role involves building and maintaining strong relationships with customers, providing exceptional customer service, and promoting relevant products and services.Key ResponsibilitiesGrow our agency...

About CorroHealth:We're a leading healthcare solutions provider dedicated to helping clients achieve financial health goals. Our scalable services and clinical expertise address programmatic needs, leveraging technology to guide analytics and drive accountability.Job Summary:This role offers the opportunity to evaluate hospitalizations nationwide while...

Job DescriptionWe are seeking a highly skilled Sr. Financial Reporting Specialist to join our team at Data Analysis Inc.Salary Range: $95,000 - $120,000 per year, depending on experience and qualifications.About the RoleThe successful candidate will be responsible for managing and analyzing costs associated with our company's operations.Create accurate bills...

We are seeking an Automotive Repair Specialist to join our team at Toyota of Plano.About the JobAs a Service Technician, you will be responsible for examining and diagnosing vehicles, discussing repairs with shop foremen or service advisors, and communicating additional service requests to service advisors. You will also plan work in cooperation with shop...

Duties and ResponsibilitiesThe successful candidate will have a proven track record of providing exceptional customer service, either in an insurance or financial services environment. You will be required to answer customer questions, process payments and policy changes, perform policy reviews, and identify additional customer policy needs.Your ability to...

Job Overview:As a Financial Data Entry Specialist at Dexian, you will play a critical role in our team's success. Your primary responsibility will be to accurately review and enter various documents daily, exercising your time management and prioritization skills.Responsibilities:- Physically review 100-300 documents daily for accuracy- Manage the review of...