Financial Services Specialist

We're seeking an experienced Financial Services Operations Specialist to join our Wealth Management team. As a key player in driving business growth, you will partner with Agent Registered Representatives and Investment Advisor Representatives to help them succeed.Key responsibilities include:Providing exceptional support to Registered Representatives and...

At Vision Financial Group LLC, we are seeking a highly skilled Tax Planning Specialist to join our team. This role is an exciting opportunity for an individual with a strong background in accounting and tax planning to work with clients to optimize their financial outcomes.The ideal candidate will have a deep understanding of tax laws and regulations, as...

At Smith+Frieberg Financial, we are seeking a highly skilled Financial Planning Specialist to join our team. As an Associate Financial Planner, you will play a vital role in delivering exceptional client service and supporting our clients in achieving long-term financial success.The estimated annual salary for this position is $80,000-$110,000 depending on...

We are seeking an experienced Financial Operations Specialist to join our team at Principal Financial Group. This role offers the opportunity to support the lifecycle of investments, ensuring seamless execution and reporting.About the RoleIn this position, you will have the chance to work with a talented team to process transactions, collaborate with...

About the RoleCollabera is a global digital solutions company providing software engineering solutions for top tech-forward organizations. We are seeking a skilled Financial Services Specialist to join our team in Des Moines, IA.Responsibilities:Assist with research, review, and fee reconciliation of loans.Work closely with other agents and loan servicers to...

About the RoleWe are seeking a skilled Financial Services Representative to join our team. In this role, you will educate and assist customers by answering inbound phone inquiries about their retirement accounts.Main Responsibilities:Correspond with customers via inbound and outbound phone calls or additional channels and provide quality customer...

**Job Title:** Chief Financial Operations Specialist**Location:** Vision Financial Group LLC We are seeking an experienced Assistant Controller to join our team at Vision Financial Group LLC. This is a dynamic, holistic wealth management firm that requires a highly skilled professional to process financials in a complex business structure.The ideal...

About the RoleWe are seeking a highly detail-oriented and organized intern to join our team at Vision Financial Group LLC. This role will focus on data review and entry, providing an excellent opportunity for individuals with strong analytical skills to learn and grow.Key ResponsibilitiesSupport the review and update of client account documentation and...

About the RoleWe are seeking a highly skilled Senior Training Specialist to join our team at Farm Bureau Financial Services. As a key member of our organization, you will be responsible for designing, developing, and implementing comprehensive training programs for underwriting personnel.Responsibilities:Develop and deliver training content on underwriting...

Sr Training Specialist Role Overview:Farm Bureau Financial Services seeks a skilled Sr Training Specialist to drive the development and implementation of effective training programs for underwriting personnel across the PC Company. As a key member of our Education and Compliance Department, you will analyze, design, develop, implement, and evaluate training...

Cetera Financial Group is seeking an experienced Operational Leadership Specialist to lead our Fee for Service / Financial Planning team. This role will oversee the operational process and provide guidance to advisors on financial planning requirements.Job DescriptionLiaise with advisors and their staff to understand their Fee For Service/Financial Planning...

**About Us**Farm Bureau Financial Services is a leading provider of insurance and financial services, dedicated to protecting the livelihoods and futures of our client-members.We're committed to creating an atmosphere where our employees thrive, with a culture that values integrity, teamwork, passion, service, leadership, and accountability.Job SummaryWe're...

Job OverviewThe Reserves Network Inc is a boutique firm in Des Moines looking for a skilled Financial Services Professional to join their team as a Tax Specialist. In this role, you will process complex tax returns, manage bookkeeping and payroll for clients, and oversee staff professionals.Salary and BenefitsThe estimated salary for this position is between...

Job DescriptionVision Financial Group LLC is a leading provider of holistic financial services, seeking an experienced Tax Planning Specialist to join their team.Estimated Salary: $85,000 - $110,000 per yearAbout the RoleThe successful candidate will be responsible for providing expert tax planning advice to clients, ensuring compliance with all relevant...

Job OverviewWe are seeking a skilled Wealth Management Specialist to join our team at Smith + Frieberg Financial. As a key member of our client-facing team, you will play a vital role in delivering exceptional client service and helping our clients achieve their long-term financial goals.Key Responsibilities:Develop and implement tailored financial plans for...

Smith+Frieberg Financial is looking for a skilled Certified Financial Advisor to join our team as an Associate Financial Planner. In this role, you will play a vital part in delivering exceptional client service and supporting our clients in achieving long-term financial success.The estimated salary for this position is $100,000-$130,000 depending on...

About the RoleAs a Financial Planning Professional at Smith + Frieberg Financial, you will be responsible for developing and implementing tailored financial plans for our clients. This role combines technical expertise with client-facing responsibilities, giving you the opportunity to grow your career while making a direct impact.Key Responsibilities:Conduct...

Job Title: Financial Operations SpecialistLocation: HybridWe are seeking a skilled Financial Operations Specialist to join our team at Telnet Inc. As an experienced professional in accounting operations, you will be responsible for working with our client team and clients to collect on past due invoices.This role offers the opportunity to collaborate with...

Farm Bureau Financial Services is a leading provider of insurance and financial services, committed to protecting the livelihoods and futures of its clients.We are seeking an experienced Claims Training Specialist to join our team. As a key member of our education department, you will play a vital role in developing and implementing training programs for...

Company Overview:Cetera Financial Group is a leading financial services company seeking an experienced Senior Operations Manager to lead its Fee for Service / Financial Planning operations.Job Description:The Senior Operations Manager will oversee the operational process for Fee for Service / Financial Planning, ensuring seamless execution and high-quality...