Financial Services Representative

LHH Recruitment Solutions is on the search for a Financial Services Representative to assist their client in Columbus, OH. This position will assist wealth management clients that account balances, setting up new accounts and collecting financial information. There will be communication via phone and email with clients so strong communication is key. This is...

Job DescriptionJob DescriptionWe are looking for a Financial Advisor to help your clients set and achieve their financial goals!BENEFITSYou can’t attract quality people with a second-best compensation package. As a Financial Advisor, you’ll be part of a recognized, respected company that offers:High earning potential with generous & extensive performance...

As a Financial Customer Service Representative for our client, you'll play a vital role in delivering exceptional service to our clients. You'll handle incoming phone calls related to various service inquiries on client accounts, ensuring accuracy, efficiency, and adherence to key department performance metrics. Your support areas will encompass Cash...

Our client, a prominent player in the financial industry, is seeking dynamic individuals to join their team as Customer Support Representatives. In this role, you will be responsible for handling incoming phone calls related to various service inquiries on client accounts. The successful candidate will demonstrate a high degree of accuracy and efficiency,...

Date Posted: 04/18/2024 Hiring Organization: Rose International Position Number: 462564 Job Title: Bilingual (Spanish) Financial Services Representative Job Location: Columbus, OH, USA, 43215 Work Model: Onsite Shift: 11:00AM to 8:00PM EST Monday thru Thursday and Friday from 9:00AM to 6:00PM EST. No weekends. Employment Type: Temp to Hire ...

Organization : Name THE CENTRAL OHIO AGENCY OH Default: Location : City COLUMBUS Overview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial...

Organization : Name COLUMBUS IN Default: Location : City COLUMBUS Overview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative...

Job DescriptionJob DescriptionJob descriptionThe assistant’s role is to support the daily operations of the Financial Advisor. The assistant is expected to consult and coordinate with the Advisor on all aspects of their activities and responsibilities.Critical factors of success for the assistant include:The assistant is extremely trustworthy as they will...

Job DescriptionJob DescriptionTitle: Virtual Branch Services RepresentativeReports to: Virtual Branch Services Supervisor or ManagerSupervises: NoneStatus: Non-ExemptObjectiveThe Virtual Branch Services Representative will provide sales and service support for Member-based business. In doing so, the Associate will provide superior service on a compliant...

Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Columbus area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retirement and...

Job DescriptionJob DescriptionTitle: Member Services RepresentativeReports to: Branch ManagerSupervises: NoneStatus: Non-ExemptObjectiveThe Member Services Representative is a results-driven position responsible for performing a broad variety of Member focused sales and service-related activities that helps enrich the financial lives of our member. This...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset – approaches professional situations with persistence, hard work,...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset – approaches professional situations with persistence, hard work,...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset – approaches professional situations with persistence, hard work,...

Job DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...

Job DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...

Do you have a background in Business administration, Finance, or Economics, and seeking an opportunity for a long term career in financial services and investing?We are actively seeking Financial Reps to join our Retirement Plan Solution Center team in Columbus, Ohio.If you have a background in customer service, have a positive, professional demeanor and...

Do you have a background in Business administration, Finance, or Economics, and seeking an opportunity for a long term career in financial services and investing?We are actively seeking Financial Reps to join our Retirement Plan Solution Center team in Columbus, Ohio.If you have a background in customer service, have a positive, professional demeanor and...

Do you have a background in Business administration, Finance, or Economics, and seeking an opportunity for a long term career in financial services and investing?We are actively seeking Financial Reps to join our Retirement Plan Solution Center team in Columbus, Ohio.If you have a background in customer service, have a positive, professional demeanor and...

Reports to: Director of Wealth Management & Financial Resources Status: Exempt Objective The Junior Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial goals and objectives from face-to-face financial analysis and identifying appropriate...