Financial Services Representative

About Trustar Bank:Trustar Bank is a community-focused financial institution designed to address the banking requirements of both businesses and individuals in the greater metropolitan Washington DC area. Our founders comprise seasoned bankers, investors, and business professionals who understand the needs of our target market. The recent consolidation...

About the RoleWe are seeking a highly motivated and self-disciplined individual to join our team as a Life Insurance Agent. As a key member of our sales team, you will work with individuals, families, and businesses to guide them toward the financial strategy that is right for them.Key ResponsibilitiesProspect and contact potential clients to discuss their...

About Trustar Bank:Trustar Bank is a community-focused financial institution designed to serve the banking requirements of both businesses and individuals in the metropolitan Washington DC area. Our founders are seasoned bankers, investors, and business leaders with a deep understanding of the local market. The ongoing consolidation in our target market has...

Job SummaryTrustar Bank is a community-focused financial institution seeking an experienced Customer Service Representative to join our team. As a Universal Banking Representative, you will be responsible for providing exceptional customer service, processing transactions, and building strong relationships with clients.Key ResponsibilitiesCustomer Service:...

Strategic Financial PlannerWe are a national boutique wealth management firm dedicated to providing exceptional financial advisory and investment management services to executives, business owners, families, and individuals across the country.We are seeking a skilled Financial Planner with a current CFP designation (or in the process of obtaining one) to...

Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at WesBanco Bank, Inc. as a Bank Teller. As a key member of our banking center, you will be responsible for providing exceptional customer service, processing financial transactions, and identifying sales opportunities.Key ResponsibilitiesCustomer...

Financial Planning Associate Position at Strategic Financial Associates, LLCTitle: Financial Planning AssociateSalary: Competitive based on experienceEmployment Type: Full-Time, On-SiteRequired Experience: 5+ YearsPosition Overview:We are seeking a Financial Planning Associate (FPA) to enhance our client services and assist in managing an established...

About the OpportunityRapid Finance is a leading provider of alternative financing solutions for small and mid-sized businesses. We are seeking a highly skilled Client Service Representative to join our team and provide exceptional support to our merchants and partners.The ideal candidate will have a strong background in customer service, with a proven track...

About the RoleFidelity Investments is seeking a highly skilled Financial Services Professional to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Develop and...

Job OpportunityWe are seeking a skilled and detail-oriented individual to join our team as a Financial Services Professional. As a key member of our organization, you will be responsible for providing exceptional customer service and developing effective financial strategies for our clients.Key ResponsibilitiesClient Relationship ManagementWork closely with...

Overview:Are you interested in becoming part of a culture recognized as a Top Workplace? Do you value control and flexibility in your career? If you aspire to expand an existing practice or embark on a new career path dedicated to assisting others, consider a role with New York Life.Our Mission:At New York Life, we aim to deliver financial security and peace...

About the Role:Are you interested in becoming part of a recognized workplace culture? At New York Life, we prioritize flexibility and control over your career path. This position allows you to either enhance an existing practice or embark on a new journey dedicated to assisting others.Our Mission:We aim to deliver financial security and peace of mind through...

Job SummaryWe are seeking a highly motivated and self-disciplined individual to join our team as a Life Insurance Agent. As a key member of our sales team, you will work with individuals, families, and businesses to guide them toward the financial strategy that is right for them.About New York LifeNew York Life is a leading insurance company that provides...

Position Overview MedVanta stands as the largest physician-owned and operated next-generation management services organization (MSO) in the nation. Our offerings are meticulously crafted for musculoskeletal (MSK) providers, extending beyond traditional MSO services, equipping our clients with the essential infrastructure, data, technology, and administrative...

Job OverviewWe are seeking a seasoned Audit Manager to join our team at a reputable CPA Firm. As a key member of our audit team, you will be responsible for planning and reviewing audits for businesses in the HUD and Low-Income Housing Industry.Key Responsibilities:Plan and review audits for HUD clients, ensuring compliance with relevant regulations and...

About the Role:Boutique Recruiting is seeking a highly organized and detail-oriented Client Service Associate to join our team. As a key member of our financial services team, you will provide administrative support to our financial advisors, ensuring seamless client experiences and smooth day-to-day operations.Responsibilities:Provide administrative support...

Join Our Team as a Financial Services ProfessionalAre you looking to be part of a recognized workplace that values its employees? At New York Life, we offer you the chance to take control of your career while making a meaningful impact in the lives of others. Our Mission:We strive to provide financial stability and peace of mind through our comprehensive...

Position Overview:Are you looking to be part of a workplace recognized as a Top Employer? Do you value flexibility and control over your career path? If you are interested in expanding an existing practice or embarking on a new journey in helping others, consider a role with New York Life.Our Mission:At New York Life, we aim to deliver financial security and...

At Crescent Services, we pride ourselves on delivering outstanding hospitality experiences that resonate with our guests. Our team members are at the heart of our success, and we celebrate their contributions to our mission. We are dedicated to fostering an environment where you can express your authentic self at work. We offer a range of benefits designed...

At Crescent Services, we pride ourselves on delivering outstanding hospitality experiences for our guests. Our team is composed of dedicated professionals who are committed to excellence in service. We recognize that our Associates are the heart of our success. We foster an environment where you can express your authentic self at work, and we celebrate your...