FINRA (6/63 or 7/63) Customer Service Representative - REMOTE Nationwide Northwestern MutualFINRA (6/63 or 7/63) Customer Service Representative - REMOTE NationwideWisconsinRemoteProficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Personal Financial Representative - VA AllstatePersonal Financial Representative - VALincoln, VirginiaYou’ll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor’s degree (or higher) with emphasis on business preferred. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work.
Personal Financial Representative - IN AllstatePersonal Financial Representative - INLincoln, NebraskaYou’ll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor’s degree (or higher) with emphasis on business preferred. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work.
Fast Track Insurance Partner New York Life - Nassau County General OfficeFast Track Insurance PartnerUniondale, NYNew York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training in which participants start as financial professionals who gain first-hand experience in the field. Responsibilities: Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds.
Managing Director - Financial Services Vaco LLCManaging Director - Financial ServicesTucson, AZ$100,000–$125,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Financial Advisor - Career Changers Welcome Northwestern Mutual - WilmingtonFinancial Advisor - Career Changers WelcomeWilmington, NCFull timeWe began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. We also maintain strong ties to the University of North Carolina Wilmington, with leadership serving on the Board of Visitors and active involvement in the Center for Sales Excellence & Customer Delight.
NewIntern, Financial Planning MarinerIntern, Financial PlanningSioux Falls, South DakotaThe Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information.
NewIntern, Financial Planning - Brookfield, WI MarinerIntern, Financial Planning - Brookfield, WIBrookfield, WisconsinThe Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information.
DEAMS Financial Management Subject Matter Expert Seneca HoldingsDEAMS Financial Management Subject Matter ExpertSan Antonio, TexasAssist AFSAT in communicating DEAMS issues and processes with Secretary of the AF/Financial Management Finance Office (SAF/FMFO), and the Defense Finance and Accounting Service (DFAS) to resolve accounting and billing discrepancies. Provide ad hoc and on-the-job training to DEAMS users via telephone, video-teleconference, webinar, or on-site visit (when local), to include general training for new users and functional problem areas.
Senior Account Executive - Financial Services CohereSenior Account Executive - Financial ServicesNew York, New York$132,500–$190,000 / yearFocus on net-new logo acquisition via outbound activity and relationship building with key stakeholders while also bringing a strong network of key decision-maker and influencer contacts and relationships in the Financial Services industry to accelerate engagements, drive strategic partnerships and win sales opportunities. 8-12+ years of previous B2B sales experience with Global 2000, large enterprises in the Financial Services sector, negotiating and closing transformational multi-year (2-5 year) SaaS deals in the 7 figure range, and a track record of high performance and exceeding quota.
Intern, Financial Planning - Los Altos, CA MarinerIntern, Financial Planning - Los Altos, CALos Altos, CaliforniaThe Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information.
Intern, Financial Planning - Rochester, NY MarinerIntern, Financial Planning - Rochester, NYRochester, New YorkThe Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information.
Intern, Financial Planning - Concord, NH MarinerIntern, Financial Planning - Concord, NHConcord, New HampshireThe Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information.
Intern, Financial Planning-Nashville, TN MarinerIntern, Financial Planning-Nashville, TNNashville, TennesseeThe Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information.
Intern, Financial Planning - Walnut Creek, CA MarinerIntern, Financial Planning - Walnut Creek, CAWalnut Creek, CaliforniaThe Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information.
Intern, Financial Planning - Vancouver, WA MarinerIntern, Financial Planning - Vancouver, WAVancouver, WashingtonThe Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information.
Intern, Financial Planning - Greenville, SC MarinerIntern, Financial Planning - Greenville, SCGreenville, South CarolinaThe Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information.
Financial Clearance Supervisor Genesis Primary Care PhysiciansFinancial Clearance SupervisorIn order to fill our Mission of serving our community by helping each person achieve optimal health and well-being by providing compassionate, exceptional, and affordable healthcare services, all employees of Genesis HealthCare System must be committed to living the Genesis Mission and Genesis values of Compassion, Excellence, Integrity, Team, and Innovation. Assists the director in maintaining fiscal accountability for assigned area of responsibility by identifying new operational, capital and program needs, managing staffing allocation in alignment with customer service goals, and by meeting budget parameters.
Client Service Representative IMA Financial GroupClient Service RepresentativeWichita, KSThe Client Service Representative serves as the primary operational and service interface for clients focused on delivering responsive support, supporting Private Wealth advisors, and ensuring a consistent client experience. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
Client Advisor Seeking Former Athlete Loper DistrictClient Advisor Seeking Former AthleteFresno, California$70,000–$95,000 / yearWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.