Financial Services Representative

Job DescriptionLincoln Wealth is seeking a skilled Financial Services Representative to join our team. As an Independent Advisor, you will be responsible for meeting with clients, completing the new client process, and providing exceptional service.Key Responsibilities:Meet with clients to understand their financial needs and goalsComplete the new client...

Job OpportunityCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.About the RoleThe successful candidate will be responsible for identifying and evaluating customer needs for financial services, developing investment strategies, and staying current with...

Financial In-Store Banker Job DescriptionWe are seeking a highly skilled and motivated Financial In-Store Banker to join our team at EECU. As a Financial In-Store Banker, you will be responsible for providing exceptional member service and support to our members in our financial centers.Key Responsibilities:Provide needs-based solutions to members to meet...

Financial In-Store Banker Job DescriptionWe are seeking a highly skilled and motivated Financial In-Store Banker to join our team at EECU. As a Financial In-Store Banker, you will be responsible for providing exceptional member service and support to our members in our financial centers.Key Responsibilities:Provide needs-based solutions to members to meet...

Company OverviewTexans Credit Union is a leading financial institution dedicated to providing exceptional customer service and financial solutions to our members.As a Financial Service Representative, you will play a vital role in delivering outstanding customer support and promoting our credit union products and services.Job DescriptionJob Purpose and...

Unlock Your Potential with Stonebrook FinancialAt Stonebrook Financial, we're on a mission to empower millions of Americans to break free from debt. As an Inside Sales Representative, you'll play a vital role in helping our clients achieve financial freedom.About the Role:You'll be responsible for:Receiving inbound calls from verified leads and conducting...

Unlock Your Potential as a Private Client AdviserAre you a financial professional looking for a challenging and rewarding role? Do you have a passion for helping high-net-worth individuals achieve their financial goals? As a Private Client Adviser at Fisher Investments, you will have the opportunity to work with a dedicated team to provide exceptional...

Financial Advisor - Investment ServicesCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.About the RoleAs a Financial Advisor, you will be responsible for identifying and evaluating customer needs for financial services, assessing the objectives and...

Job OpportunityWe are seeking a highly motivated and experienced Independent Advisor Representative to join our team at Lincoln Wealth. As a key member of our financial services office, you will be responsible for meeting with clients, completing the new client process, and providing exceptional service to our clients.Requirements:Series 65 or 66 license is...

Job SummaryThe Intersect Group is seeking a contract Teller/Personal Banker to work for our direct client for 5+ months and help manage the day-to-day operations of their customer-centric bank branches in Richardson & Plano.Key Responsibilities:Establish and maintain strong customer relationships by executing relationship management strategies and performing...

Financial Advisor RoleCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area. The ideal candidate will have a strong understanding of financial markets and a passion for helping individuals achieve their financial goals.Key Responsibilities:Identify and...

Job DescriptionWe are seeking a highly skilled and licensed bilingual insurance customer service representative to join our team at Zane Shepherd Financial Srvcs Inc.Key Responsibilities:Deliver exceptional customer service by answering customer inquiries, processing payments and policy changes, and performing policy reviews.Identify additional customer...

Job DescriptionAt Zane Shepherd Financial Srvcs Inc, we are seeking a highly skilled Insurance Customer Service Representative to join our team. This is a licensed position that requires a Texas General Lines Property & Casualty license. Our ideal candidate will have excellent communication skills, both oral and written, and be proficient in both English and...

Unlock Your Potential with Stonebrook FinancialJoin a dynamic team of professionals who share your passion for helping others achieve financial freedom. As a key member of our team, you will play a vital role in delivering impactful debt management solutions to our clients.About the Role:We are seeking a highly motivated and results-driven individual to join...

Job SummaryWe are seeking a highly skilled Business Development Manager to join our team at Capital One. As a Business Development Manager, you will be responsible for building and maintaining relationships with existing and new clients, identifying business opportunities, and developing strategies to drive growth and revenue.Key ResponsibilitiesRelationship...

Ria Financial is a leading provider of payment services, with a mission to be the most progressive and inclusive money transfer business in the world. As a Sales Associate, you will play a critical role in delivering highly reliable payment services to our customers. With over 400,000 locations in 165 countries, we have adopted a customer-centric approach to...

Job SummaryThe Access Services Representative 2 plays a critical role in ensuring seamless patient registration and financial clearance processes. This individual is responsible for obtaining accurate demographic and insurance information, verifying patient eligibility, and negotiating payment arrangements. The ideal candidate will possess excellent...

About the Role:The Cavco Family of Companies is seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional customer experiences, resolving financial discrepancies, and negotiating repayment plans. Key Responsibilities:• Provide exceptional...

Job SummaryWe are seeking a highly skilled and customer-focused individual to join our team as a Dispatcher and Customer Service Representative. As a key member of our operations team, you will be responsible for providing exceptional customer service, managing incoming calls, and ensuring the smooth operation of our dispatch services.Key...

Unlock Your Potential with Symmetry Financial GroupAre you ready to take your career to the next level and build a business that generates system-driven income?As a Customer Success Representative with Symmetry Financial Group, you'll have the opportunity to work with clients who are genuinely interested in our services, and enjoy uncapped income potential...