Financial Services Professional

About the Role:The Financial Professional will be responsible for posting and analyzing the general ledger, as well as performing bank, balance sheet, and credit card reconciliations. Additionally, the candidate will assist with month-end closes and process payroll.Key Responsibilities:Post and analyze the general ledgerPerform bank, balance sheet, and...

Job SummaryWe are seeking a highly skilled Financial Services Representative to join our team at PNC Financial Services Group, Inc. As a key member of our Retail Banking organization, you will provide exceptional customer service and accurately perform high-volume customer banking transactions.Key ResponsibilitiesDeliver a unique customer experience aimed at...

Key Responsibilities:As a Consumer Loan Sales Specialist at OneMain Financial, you will be responsible for delivering results related to individual and branch sales goals, as well as customer expectations. You will develop new relationships and maintain existing ones, working with customers throughout the loan process and loan life cycle. You will present...

Job DescriptionAt Confluence Financial Partners, we are seeking a highly skilled and detail-oriented Financial Services Associate to join our team.The successful candidate will assist our Wealth Managers in performing administrative duties and basic financial functions. This includes answering client inquiries, preparing client paperwork, scheduling...

Job SummaryThe Associate Financial Advisor is a key member of our team, responsible for developing new business and retaining existing relationships. This role requires strong communication and interpersonal skills, as well as the ability to analyze financial data and make informed recommendations.Key ResponsibilitiesAssist in the development of new business...

Job SummaryThe Financial Representative role at Western & Southern Life involves meeting the financial needs of middle-income clients by educating them, analyzing their needs, and recommending tailored solutions. This position requires strong interpersonal and communication skills, as well as the ability to analyze client needs and understand financial...

Job SummaryThe Associate Financial Advisor is a key member of our team, responsible for developing new business and retaining existing relationships. This role requires strong communication and interpersonal skills, as well as the ability to analyze financial data and make informed recommendations.Key ResponsibilitiesAssist in the development of new business...

Job SummaryHapanowicz Financial is seeking a highly skilled Lead Wealth Advisor to join our team. As a key member of our financial services team, you will be responsible for providing personalized financial guidance and support to clients.Key ResponsibilitiesDevelop customized financial plans that align with clients' short-term and long-term goals.Provide...

Job OverviewSeeking a skilled Tax and Financial Accountant to join our team. The ideal candidate will have 1-3 years of experience in personal and business tax returns, financial statement preparation, and payroll management. Knowledge of ProSystem FX Tax Software is a plus.Responsibilities:* Prepare financial statements and tax returns for clients* Manage...

The Investment Executive is responsible for managing existing client relationships, either working with a more experienced advisor or on their own.The individual may be responsible for formulating and implementing advice, but may also rely on technical specialists to develop product, investment, or planning recommendations.Key Responsibilities:Develop and...

Controller RoleAt Creative Financial Staffing, we are seeking a highly skilled and experienced Controller to oversee all financial operations, ensuring compliance with financial regulations and standards. The ideal candidate will have a strong background in accounting, finance, and leadership, with a proven track record of success in financial planning,...

Job SummaryAs a Teller at PNC Financial Services Group, Inc., you will play a critical role in delivering exceptional customer service and providing accurate banking transactions. You will work closely with customers to understand their financial needs and provide personalized solutions. This is an excellent opportunity to develop your skills in customer...

Job OverviewAs a State Farm Agent Team Member, you will play a crucial role in helping our customers achieve their financial goals. You will work closely with our experienced agent to develop and implement marketing strategies, identify customer needs, and provide personalized solutions. This is an excellent opportunity to develop your business leadership...

We are seeking a highly skilled and experienced Audit Manager to join our Financial Services team at Forvis Mazars, LLP. As a key member of our team, you will be responsible for leading audit engagements, reviewing procedures, and providing expert guidance to clients.Key Responsibilities:Lead audit engagements and review procedures to ensure high-quality...

We are seeking a highly skilled Audit Manager - Financial Services Professional to join our team at FORVIS. As a key member of our audit team, you will be responsible for reviewing audit engagement procedures, performing detailed audit procedures, and utilizing technology tools proficiently.Key Responsibilities:Reviewing audit engagement procedures performed...

Job Summary: We are seeking a detail-oriented Financial Auditor to join our team at Crescent Services. As a Financial Auditor, you will be responsible for ensuring the accuracy of financial information, controlling and securing cash and cash equivalents, and maintaining all files and records in accordance with document retention and confidentiality policies...

Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at Creative Financial Staffing. As a key member of our accounting and financial services team, you will be responsible for preparing, analyzing, and reporting monthly, quarterly, and annual financials for grants and contracts.About the RolePrepare...

Transform Lives with a Career in Financial ServicesNew York Life Insurance Company is seeking talented individuals to join our team as Financial Services Professionals. As a leader in the financial services industry, we offer a unique opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses.As a...

Senior Accountant RoleWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a pivotal role in managing financial tasks, ensuring compliance, and contributing to strategic decision-making processes.About the CompanyOur client is a leading company in the oil and gas sector,...

Senior Accountant Role OverviewWe are seeking a highly skilled Senior Accountant to join our finance team at Creative Financial Staffing. The ideal candidate will have a strong background in accounting, finance, and non-profit regulations.Key Responsibilities:Prepare financial statements, budgets, and reports in accordance with GAAP and non-profit...