Financial Services Advisor

About the JobWe are seeking a highly skilled Financial Service Advisor to join our team at Educational Federal Credit Union. In this role, you will provide exceptional member service by serving as a consultant on various deposit and loan transactions, resolving issues accurately and efficiently, and identifying members' needs to make referrals for our...

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,...

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 OverviewFDR Financial Group is seeking an experienced Registered Field Assistant to join our team. This role will be responsible for providing exceptional client service and support in the areas of brokerage, advisory, and 529 accounts.Key Responsibilities:Opening and servicing brokerage, advisory, and 529 accounts with high net worth clientsServing as a...

**Job Summary:**We are seeking a highly motivated and customer-focused Guest Service Advisor to join our team in the Australia market. This role will involve providing exceptional service to guests and travel advisors, handling technical issues, and supporting the sales process.**Responsibilities:**- Handle incoming calls from guests and travel advisors,...

We are seeking a Sales and Floral Advisor to join our team at J'Adore Les Fleurs Miami Inc.Job Description:The Sales and Floral Advisor plays a crucial role in delivering a seamless client experience, driving business revenue, and inspiring brand loyalty. This role requires excellent communication and interpersonal skills, as well as an appreciation for art,...

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...

We are seeking a highly skilled Financial Services Manager to join our team at Baking Distributer. The ideal candidate will provide essential support in bookkeeping tasks and office management duties.Job DescriptionThis is a salaried position with an estimated annual salary of $60,000 - $80,000 based on industry standards for accounting professionals in...

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...

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.

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 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...

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...

RequirementsTo be successful in this role, you must have:A Bachelors DegreeAt least Series 6, with Series 7 preferredStrong organizational and communication skillsA positive attitude and team player mindsetThe estimated salary for this position is $85,000 - $110,000 per year, depending on experience.

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...

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...

About the Opportunity:We're looking for a talented Customer Service Representative to join our team in Australia and New Zealand. As a key member of our customer support team, you'll play a critical role in delivering exceptional service to our guests and travel advisors.Responsibilities:- Deliver personalized support to guests and travel advisors through...

About the RoleWe require an Accounts Receivable Customer Service specialist to join our team at ACCOUNTSULT LLC. As a key member of our staff, you will be responsible for assisting Homeowners with technical issues.Key ResponsibilitiesResolve customer inquiries and complaints in a courteous and efficient manner.Communicate clearly and provide accurate...

Job Title: Financial Systems Implementation ManagerWe are seeking a talented Financial Systems Implementation Manager to join our team in Hollywood, FL. As a Financial Systems Implementation Manager, you will be responsible for implementing and managing our financial application system, specifically IBM Cognos TM1 (Planning Analytics).Key...