Financial Services Specialist

3 weeks ago


Plano, Texas, United States WallStJobs Full time

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 navigate the complexities of the financial markets.

Key Responsibilities:

  • Build strong relationships with clients, understanding their financial needs and goals.
  • Provide tailored financial advice and recommend suitable investment products, including mutual funds, annuities, and insurance products.
  • Assist clients with account setup, maintenance, and transactions, ensuring accuracy and compliance with industry regulations.
  • Educate clients on financial concepts, market trends, and investment options to empower them to make informed decisions.
  • Maintain high ethical standards in all client interactions and activities.

Salary Information: The estimated salary for this position is $65,000 - $85,000 per year, depending on experience and performance.

Requirements:

  • Proven experience in financial services sales or a related field.
  • Excellent verbal and written communication skills, with the ability to build rapport with clients.
  • A passion for helping clients achieve their financial goals and a commitment to delivering exceptional service.
  • Meticulous attention to detail in all client interactions and documentation.
  • Ability to collaborate effectively with colleagues and contribute to a positive team environment.

Benefits:

  • Competitive base salary plus performance-based bonuses.
  • Comprehensive benefits package including health, dental, vision, and 401(k).
  • Access to ongoing training and career advancement opportunities.
  • Flexible work from home options available.


  • Plano, Texas, United States PennyMac Financial Services, Inc. Full time

    Pennymac Financial Services, Inc. is hiring a Service Excellence Specialist to join our team.About the PositionThis role involves providing exceptional customer service and support to our clients.Main Tasks:Respond to customer inquiries and resolve issuesProvide product information and make recommendationsCollaborate with internal teams to improve customer...


  • Plano, Texas, United States Wildcat Lending Full time

    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...


  • Plano, Texas, United States Lumina Financial Solutions Full time

    Become a Financial Services Agent with Lumina Financial Solutions and enjoy a high earning potential in the life insurance industry. With our proven system and lead generation, you can earn up to $75-150K per year even with no prior sales experience.We specialize in providing families with a range of insurance products, including life, whole life, mortgage...


  • Plano, Texas, United States Empower Retirement Full time

    Join Our TeamWe are looking for a talented Client Service Specialist to join our team at Empower Retirement. As a key member of our operations team, you will play a critical role in providing exceptional service to our clients and Financial Advisors.Job SummaryThe Client Service Specialist will be responsible for handling cash management functions,...


  • Plano, Texas, United States Atria Wealth Solutions Full time

    Atria Wealth Solutions is a leading provider of investment services and wealth management solutions. We are seeking a skilled Financial Advisor Specialist to join our team in the Plano, TX area.We offer a competitive salary of $80,000 - $120,000 per year, depending on experience, plus bonuses and benefits.As a Financial Advisor Specialist, your...


  • Plano, Texas, United States Community Choice Financial Family of Brands Full time

    About the RoleWe are seeking an experienced Financial Services Manager to oversee the success of our store and team. As a key member of our leadership team, you will be responsible for setting high standards for performance and customer service.The ideal candidate will have a proven track record in a supervisory or leadership role, with excellent...


  • Plano, Texas, United States Henrie Agency Full time

    Company OverviewHenrie Agency is a Life Insurance Agency partnered with Symmetry Financial Group, serving families in the life insurance industry. We take great pride in providing top-notch service to our clients, ensuring their financial future is secure. As a remote sales representative, you will be working fully from home or wherever you prefer, enjoying...


  • Plano, Texas, United States Michael Fortado - State Farm Agent Full time

    This opportunity is perfect for a driven and results-oriented individual looking to launch their career in the Financial Services Industry. As a Financial Services Representative, you will contribute to the success of our agency by providing exceptional customer service and promoting insurance and financial products.Key responsibilities include conducting...


  • Plano, Texas, United States Noble 33 Full time

    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...


  • Plano, Texas, United States LHH Recruitment Solutions Full time

    At LHH Recruitment Solutions, we are seeking a skilled Financial Operations Specialist to join our team. As a Staff Accountant, you will play a critical role in ensuring the accuracy and timeliness of our financial reporting.Key Responsibilities:Month-End and Year-End Close: Coordinate and execute month-end and year-end closing activities, guaranteeing...


  • Plano, Texas, United States Michael Fortado - State Farm Agent Full time

    Job OverviewAt Michael Fortado - State Farm Agent, we are seeking a highly motivated and customer-focused Insurance and Financial Services Position to join our team. This role is an excellent opportunity for someone looking to grow their career in sales and customer service.Salary and BenefitsThe estimated annual salary for this position is around $60,000,...


  • Plano, Texas, United States Kestra Financial Independent Advisor Full time

    Responsibilities and ExpectationsThis position requires providing professional and courteous service to clients, prospective clients, and colleagues. The successful candidate will effectively handle client inquiries and resolve complaints while maintaining attention to detail within a fast-paced environment.Core Accountabilities:Provides exceptional client...


  • Plano, Texas, United States Telnet, Inc. Full time

    ResponsibilitiesWe are seeking a highly skilled Telecom Operations Manager to join our team at Telnet, Incorporated. In this role, you will be responsible for supporting the incumbent in performing financial analysis on Mobile service operations, and developing financial reports to help management make informed decisions.The ideal candidate will have a...


  • Plano, Texas, United States HUB International Full time

    Accounting Specialist Job DescriptionHUB International is seeking an Accounting Specialist to join their team remotely. This role plays a vital part in the financial operations of the company, ensuring accurate and timely management of funds.Key Responsibilities:Review and Distribute Policy Escalations: The successful candidate will be responsible for...


  • Plano, Texas, United States Securities Transfer Corporation Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our dynamic team at Securities Transfer Corporation. This exciting opportunity offers a great entry-level position with significant potential for growth.About the RoleAs a Financial Services Representative, you will be responsible for the issuance and...


  • Plano, Texas, United States PennyMac Financial Services, Inc. Full time

    Pennymac Financial Services, Inc. is seeking skilled professionals to handle customer inquiries in a timely and professional manner.About the RoleAs a Customer Service Representative, you will be the primary point of contact for our clients, ensuring they receive accurate support and resolutions to their concerns.Key Responsibilities:Answer customer...


  • Plano, Texas, United States Kestra Financial Independent Advisor Full time

    **About Kestra Financial Independent Advisor**We are a dynamic and innovative firm dedicated to delivering exceptional service to our clients.


  • Plano, Texas, United States PROSPERITY BANK Full time

    We are seeking a highly motivated Financial Services Associate to join our team at Prosperity Bank. In this role, you will be responsible for providing exceptional customer service and promoting the bank's financial products and services.The ideal candidate will have at least one year of related experience in cash handling and possess strong communication...


  • Plano, Texas, United States LINCOLN WEALTH Full time

    Job OverviewWe are seeking a motivated and experienced financial services professional to join our team at LINCOLN WEALTH. As a Wealth Manager, you will be responsible for meeting with clients, completing the new client process, and delivering exceptional financial solutions.In this role, you will have the opportunity to work with a fast-growing company that...


  • Plano, Texas, United States Michael Fortado - State Farm Agent Full time

    Seeking a highly motivated Financial Services Representative to join our dynamic team. This role offers excellent income potential, with an estimated salary range of $40,000 - $60,000 per year, depending on experience.The ideal candidate will have a successful track record in sales and be enthusiastic about insurance and financial products. Responsibilities...