Financial Services Representative

Job OverviewAs a Financial Services Representative, you will play a crucial role in helping clients and businesses achieve their financial goals. You will act as a liaison between clients and financial institutions, providing advice and solutions to meet their needs.Key ResponsibilitiesObtain and maintain professional licenses and continuing educationLearn...

Job SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Firefighters First Federal Credit Union. As a Financial Services Representative, you will be responsible for establishing new member relationships and providing a full-service experience to our members.Key Responsibilities:Recommend...

Paraplanning ProfessionalWe are seeking a highly skilled Paraplanning Professional to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional support to our financial advisors, ensuring the delivery of high-quality services to our clients.Responsibilities: Prepare financial plans, investment...

Job SummaryCunningham Financial is seeking a highly skilled Client Service Associate to join our team. This role plays a critical part in the back-office functioning of our firm, ensuring the day-to-day operations run smoothly and efficiently.The ideal candidate will have excellent communication skills, both verbally and in writing, and be able to build...

Job OverviewThis role is located in a retail bank branch of The Fidelity Bank, NC. The Financial Consultant will partner with Financial Consultants in all functions relating to investment sales within the Investment Program structure. The employee in this role will focus on a specific client segment as defined initially by a range of investment assets;...

About WakeMed:Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit www.wakemed.org.EOEPosition Information:The Patient Financial...

Job DescriptionAs a Thrivent Financial advisor, you will have the opportunity to make a meaningful impact in the lives of others by providing holistic, purpose-based financial advice. You will work with clients to help them achieve their financial goals, while also serving as a guide and coach to help them navigate the complexities of the financial world.Key...

Job Title: Internal Financial ConsultantAt Financial Resources Group Investment Services LLC, we are seeking a highly skilled and experienced Internal Financial Consultant to join our team.Job Summary:The Internal Financial Consultant will be responsible for providing financial planning and investment advice to our clients, as well as maintaining and growing...

Financial Advisory ServicesState Employees' Credit Union is seeking a skilled Financial Advisory Services Specialist to join our team. As a key member of our financial services team, you will be responsible for delivering high-quality advisory and planning solutions to our members.Key Responsibilities:Assist members with obtaining and maintaining their...

Paraplanner Role OverviewWe are seeking a highly skilled Paraplanner to join our team at Advisor Employee Services. As a Paraplanner, you will play a critical role in supporting our financial advisors in delivering exceptional client service and implementing financial plans.Key Responsibilities:Prepare advisors for client meetings by briefing upcoming...

Paraplanner Job DescriptionWe are seeking a highly skilled Paraplanner to join our team at Advisor Employee Services. As a Paraplanner, you will play a critical role in supporting our financial advisors in delivering exceptional client service and implementing financial plans.Key Responsibilities:Prepare advisors for client meetings by briefing upcoming...

Paraplanner Role OverviewWe are seeking a highly skilled Paraplanner to join our dynamic and growing Investment Advisory Firm in Raleigh, North Carolina.The ideal candidate will be a key player in the essential daily functions of our office, delivering superior customer service and supporting our President and Lead Advisor in implementing and servicing...

Job Title: Insurance and Financial Services PositionAt Chad Richards - State Farm Agent, we are seeking a highly motivated and career-oriented professional to join our team as an Insurance and Financial Services Position.Job SummaryWe are looking for an individual who is enthusiastic about helping people manage the risks of everyday life, recover from the...

Job Title: Senior Cost AccountantJob Summary:We are seeking a highly skilled Senior Cost Accountant to join our team at Staff Financial Group. The ideal candidate will have strong analytical skills, experience with inventory management, and the ability to work independently in a fast-paced environment.Key Responsibilities:Maintain and update the Bill of...

Job OverviewWe are seeking a highly motivated and dedicated Insurance Sales Representative to join our team at Services Across the Board. As a key member of our financial services team, you will be responsible for meeting with clients, presenting our products, and negotiating insurance terms and premiums to secure the best coverage options.Key...

Job Summary:We are seeking a highly skilled Financial Manager to join our team at McGriff Insurance Services. The successful candidate will be responsible for leading the financial planning and analysis function, providing strategic financial guidance to senior leadership, and ensuring the integrity of financial reporting.Key Responsibilities:Develop and...

Job DescriptionCompany Overview:ValuedHR Business Services LLC is a leading provider of human resources solutions for businesses of all sizes. Our goal is to help companies streamline their HR processes and improve their overall efficiency.Job Overview:As a Customer Service Representative, you will be responsible for providing exceptional customer service to...

Key Responsibilities:The Investment Specialist works closely with Premier Bankers and branch partners to meet the investment needs of clients. This involves developing a deep understanding of each client or prospect's financial situation to provide tailored investment recommendations.Key Skills:Strong understanding of financial markets and investment...

Job OverviewChad Richards - State Farm Agent is seeking a motivated and career-oriented professional to join their team in Raleigh, NC.Key ResponsibilitiesDevelop and maintain customer relationships to promote State Farm products, including auto, home, and life insurance.Work with the agent to establish and meet marketing goals, identifying customer needs...

Mills Auto Group is a rapidly growing automotive dealership group seeking a highly skilled Finance & Insurance Manager to join our team.The ideal candidate will have a proven track record of success in the automotive industry, with a strong focus on customer satisfaction and financial services.As a Finance & Insurance Manager, you will be responsible for...