Financial Services Manager

Job SummaryPNC Financial Services Group is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConsult with clients to understand their financial needs and...

Unlock Your Potential as a Financial ProfessionalAt Prudential Advisors, we're seeking a talented and ambitious individual to join our team as a Financial Professional. As a key member of our team, you'll work closely with a group of experienced Financial Advisors to help clients achieve their financial goals.A typical day in this role may involve:Building...

About Homeowners Financial GroupHomeowners Financial Group is a leading mortgage company that fosters a family environment, gives back to the community, and loves what it does. With over 300 employees in 41 offices across the country, we have helped tens of thousands of homeowners realize their dream of homeownership.Job SummaryWe are seeking a highly...

Job OverviewWe are seeking a detail-oriented and dedicated individual to join our team as a Receptionist at Berger Financial Group. As a key member of our team, you will play a vital role in creating a warm and welcoming environment for our clients and guests, contributing significantly to the overall client experience.Key ResponsibilitiesGreet clients and...

About Equitable AdvisorsEquitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced financial professionals is committed to delivering exceptional customer service and building long-term relationships with our clients.Our MissionWe strive to make a positive...

Unlock Your Potential as a Financial ProfessionalAt Prudential Financial, we're committed to helping you achieve your career goals and make a meaningful impact in the lives of our clients. As a Financial Professional, you'll have the opportunity to work with a talented team of experts who share your passion for delivering exceptional service and building...

Job Title: Client Service AssociateWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at the Financial Planning Association. As a key member of our operations team, you will provide dedicated support to our Financial Advisors, ensuring seamless client experiences and exceptional service delivery.Key...

Job SummaryWe are seeking a highly skilled Customer Service Manager, BPO to lead our co-sourcing vendor management team. As a key member of our operations team, you will be responsible for delivering exceptional customer service and ensuring that our vendors meet our high standards.Key ResponsibilitiesLead and manage a team of customer service...

Job SummaryWe are seeking a highly skilled Customer Service Manager, BPO to lead our co-sourcing vendor management team. As a key member of our customer service operations team, you will be responsible for delivering superior call center performance that meets or exceeds member, customer, and provider expectations.Key ResponsibilitiesLead and direct the...

About the RoleThis position is an exciting opportunity to advance your career in financial planning with a leading industry firm. As a Registered Client Service Associate at Ameriprise Financial, you will play a vital role in providing dedicated support to high-producing advisors by preparing portfolio materials for client meetings, leveraging your...

Unlock Your Potential in Financial ServicesAt Bankers Life, we're dedicated to helping middle-income Americans nearing retirement achieve financial security. As a Financial Services Professional, you'll be part of a dynamic team that's passionate about delivering top-notch insurance and wealth management solutions.Key Responsibilities:Cultivate Strong Client...

About the RoleBOK Financial is seeking a highly skilled Senior Client Service Associate to join our Private Wealth team. As a key member of our servicing group, you will be responsible for delivering exceptional client experiences and providing expert support to our high net worth clients.Key ResponsibilitiesClient Relationship Management: Develop and...

About the RoleBOK Financial is seeking a highly skilled Senior Client Service Associate to join our Private Wealth team. As a key member of our team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesDevelop and maintain deep relationships with clients to provide a best-in-class...

Job Title: Hybrid WholesalerAre you passionate about delivering exceptional customer experiences and helping individuals and businesses achieve their financial goals? If so, Nationwide Private Client may be the perfect fit for you.About the Role:As a Hybrid Wholesaler, you will play a critical role in promoting annuity service products through various...

Job OverviewAbout Chris McCoy - State Farm AgencyAt Chris McCoy - State Farm Agency, we're committed to helping individuals, families, and small businesses achieve their financial goals. As a Financial Services Leader, you'll play a key role in driving positive impact and providing peace of mind to our customers.Key ResponsibilitiesWhat We're Looking ForA...

About the RoleWe are seeking an experienced Accounting Manager to join our dynamic and growing real estate company. This newly created role will lead audits of consolidated entities and provide critical oversight of accounting functions across various departments and divisions.Key ResponsibilitiesSpearhead audits for entities, ensuring thorough and accurate...

Controller Job DescriptionBlue Signal Search is seeking an experienced Controller to oversee financial operations and ensure compliance with regulatory standards for a dedicated nonprofit organization.About the Role:Lead and oversee all accounting functions, including financial reporting, budgeting, payroll, and accounts payable/receivable, to ensure...

Job Title: Finance Project ManagerLocation: Los Angeles, CADuration: 13 weeksShift: Day, 5x8 hours (08:00 - 17:00)Job SummaryLanceSoft, Inc. is seeking a highly skilled Finance Project Manager to join our team. As a key member of our finance department, you will be responsible for managing multiple projects and ensuring their successful completion.Key...

OverviewYou are a visionary leader with a passion for driving long-term growth and success. We are a dynamic and growing financial services company, Equitable Advisors, seeking a District Manager to join our team.This is an exciting opportunity to build and implement a marketing and business plan that will drive productivity and growth. As a District...

About the RoleWe are seeking a highly skilled and experienced Loan Specialist to join our Commercial Banking Team at First Fidelity Bank. As a key member of our team, you will play a critical role in supporting the entire Commercial Banking Team by receiving, directing, and assisting clients and preparing correspondence, memos, and other loan documents.Key...