Financial Services Manager
2 weeks ago
Claire Myers Consulting is seeking a skilled Relationship Manager to join our team. As a key member of our wealth management firm, you will be responsible for delivering exceptional client care and driving business growth.
Key Responsibilities:- Develop and maintain strong relationships with existing clients, ensuring their financial needs are met and exceeded.
- Formulate and implement comprehensive financial plans, tailored to each client's unique goals and objectives.
- Manage client assets, ensuring optimal investment strategies and risk management.
- Identify new revenue opportunities and develop strategies to increase assets under management.
- Stay up-to-date with industry trends and economic developments, applying this knowledge to enhance client service and relationships.
- 3+ years of experience in Financial Services, with a strong understanding of financial planning and investment management.
- Excellent communication and relationship management skills, with the ability to articulate complex financial concepts to clients.
- Series 7, Series 66/63 and State Life & Health licenses, or willingness to obtain within 120 days of employment.
- $85,000 base salary, with strong incentives and great benefits.
Claire Myers Consulting is a dynamic, boutique wealth management firm dedicated to empowering individuals and families to achieve their financial goals. If you are a motivated and experienced Relationship Manager looking for a new challenge, we encourage you to apply.
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Financial Services Professional
3 weeks ago
Wichita Falls, Texas, United States Prime Capital Financial Full timeUnlock Your Potential with Prime Capital FinancialAt Prime Capital Financial, we're dedicated to empowering individuals to achieve their life's ambitions. Our mission is to provide a supportive environment where drive, enthusiasm, candor, and professionalism thrive. We're seeking motivated Financial Advisors to join our rapidly growing firm across the US,...
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Financial Services Representative
2 weeks ago
Wichita Falls, Texas, United States Ameriprise Financial Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Ameriprise Financial. As a key member of our client service team, you will be responsible for assisting financial advisors in servicing clients, including preparing financial plans, conducting investment research, and completing trades and transactions...
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Financial Services Representative
2 weeks ago
Wichita Falls, Texas, United States Ameriprise Financial Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Ameriprise Financial. As a key member of our client service team, you will be responsible for assisting advisors in servicing clients, preparing financial plans, conducting investment research, and completing trades and transactions.Key...
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Financial Services Manager
4 weeks ago
Wichita Falls, Texas, United States Claire Myers Consulting Full timeRelationship ManagerClaire Myers Consulting is seeking a skilled Relationship Manager to join our team. As a key member of our wealth management firm, you will be responsible for delivering exceptional client care and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with existing clients, ensuring their financial needs...
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Financial Planner
4 days ago
Wichita Falls, Texas, United States First Command Financial Services, Inc Full timeAbout the RoleFirst Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and build a successful financial planning practice.Key ResponsibilitiesPartner with local military...
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Financial Services Representative
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Wichita Falls, Texas, United States Wichita Federal Credit Union Full timeJob SummaryWe are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Wichita Federal Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, processing financial transactions, and identifying opportunities to enhance the member relationship.Key...
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Financial Services Representative
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Financial Center Manager I
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Senior Retirement Plan Manager
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Financial Planning and Analysis Manager
3 weeks ago
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Financial Services Representative
4 weeks ago
Wichita Falls, Texas, United States Union Square Credit Union Full timeJob SummaryUnion Square Credit Union is seeking a highly skilled Financial Services Representative to join our team. As a key member of our operations team, you will be responsible for providing exceptional customer service to our members, answering their inquiries, and resolving any issues they may have.Key ResponsibilitiesRespond to all incoming calls and...
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Customer Service Representative
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Consumer Loan Sales Specialist
3 weeks ago
Wichita Falls, Texas, United States OneMain Financial Full timeJob SummaryWe are seeking a highly motivated and results-driven Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will be responsible for delivering exceptional customer service, building strong relationships with customers, and providing financial solutions that meet their needs.Key...
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Consumer Loan Sales Specialist
2 weeks ago
Wichita Falls, Texas, United States OneMain Financial Full timeJob SummaryWe 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 be responsible for delivering exceptional customer service and providing financial solutions to our customers.Key ResponsibilitiesDevelop and maintain relationships with...
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Consumer Loan Sales Specialist
3 weeks ago
Wichita Falls, Texas, United States OneMain Financial Full timeJob SummaryWe 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 be responsible for delivering exceptional customer service and providing financial solutions to our customers.Key ResponsibilitiesDevelop and maintain relationships with...
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Financial Controller
3 weeks ago
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Financial Leader
6 days ago
Wichita Falls, Texas, United States Wichita Management Company Full timeJob Title: Controller Location: Wichita, KS Position Overview: Wichita Management Company is seeking a dedicated and experienced Controller to lead our accounting team and enhance our financial reporting practices. The ideal candidate will have a strong background in financial management, excellent leadership skills, and the ability to analyze complex...
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Financial Planner
3 days ago
Marble Falls, Texas, United States Financial Planner Recruiting, LLC Full timeJob Opportunity:Our client, a boutique RIA based in Highland Lakes, TX, is seeking a Financial Planner to join their growing team. This role offers a path to becoming a Lead Advisor and managing client relationships. Key Responsibilities:Collaborate with lead advisors to meet client needs and develop financial plans.Utilize financial planning software to...
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Customer Service Representative
2 days ago
Wichita Falls, Texas, United States Symmetry Financial Group - Gary Uyemura Full timeUnlock Your Earning PotentialAre you ready to take your career to the next level? We're seeking ambitious individuals to join our team at Symmetry Financial Group - Gary Uyemura. As a customer service representative, you'll have the opportunity to build a business that generates system-driven income and helps American families protect their financial...