- Teachers Pension (Dallas, TX)
- Financial Advisor - K-12 Retirement Specialist (403b/457b) Job Details: 1099 | Commission & Fee-Based | Full-Time or Part-Time Empower Educators. Build Your ... you focus on what you do best - helping educators secure their financial future. What You'll Do *Conduct one-on-one retirement counseling for K-12 school employees… more
- Advisor Employee Services (Austin, TX)
- … or Insurance Industry experience required 3+ years working alongside a Financial Advisor in a fast-paced office environment preferred Experience with ... we would like to talk to you! Our fast-paced financial firm, REAP Financial Group, LLC ,...Thank you for your interest in the Client Service Specialist role. Advisor Employee Services, a consulting… more
- Plumber's Supply Company (Franklin, IN)
- Bring Dream Kitchens & Baths to Life! Showroom Specialist at Plumbers Supply Co - Franklin! Do you have a passion for home design and a talent for helping people ... of history, is seeking a creative and customer-focused Kitchen & Bath Showroom Specialist for our beautiful Franklin showroom. If you excel at turning a customer's… more
- First Citizens Bank (Raleigh, NC)
- …and maintaining existing account relationships. Reviews and analyzes key financial metrics and related underwriting requirements to recommend appropriate surety ... third parties to promote surety and bond solutions and generate referrals. Product Specialist - Maintains surety and bond knowledge to meet client needs. Recommends… more
- Regions Financial Corporation (Memphis, TN)
- …logging into the careers section of the system. Job Description: At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the ... candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience. Primary Responsibilities Provides a broad range… more
- Citizens Bank (Irving, TX)
- …which we do business. Citizens Bank is an established and successful financial services company. We are committed to offering comprehensive and competitive benefits, ... experience and earning the trust of our customers by serving as their trusted advisor and guiding them through the mortgage process. Our colleagues are the core of… more
- COUNTRY Financial (Birmingham, AL)
- …Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public ... for life's planned and unexpected moments with the right financial services and insurance products. Our financial ...right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank(R) … more
- Truist (Clermont, FL)
- …(CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered ... and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
- Fulton Bank (Exton, PA)
- …a full-time career opportunity (approximately 40 hours per week) based out of our financial center in Exton, PA (Chester County) . Must be available to be scheduled ... branch operation hours (no Sundays). Responsible for providing an exceptional Financial Center customer experience by handling every customer need from service… more
- EMCOR (Phoenix, AZ)
- …economic solutions to meet customer expectations. Job Title: Automation Service Specialist Principal Duties and Responsibilities Automation Service Specialist ... as assigned service contracts and identify potential hazards prior to financial slippage. Monitor, identify and diagnose potential problems using computer… more
- Allworth Financial (Dallas, TX)
- …a Barron's Top 40 RIA in 2022. The Financial Services department of Allworth Financial is looking for an Estate Planning Specialist to add to its growing ... Allworth Financial (www.allworthfinancial.com) is an independent investment financial...high growth, private equity backed, multi branch Registered Investment Advisor . Founded in Sacramento, California, in 1993 Allworth is… more
- State of Colorado (Denver, CO)
- …reconcile down to the last penny, and look forward to being the trusted budget advisor for the talented and passionate team at the Energy Office. This role will work ... federal grants- Prepare and submit annual budgets, budget changes & updates Quarterly financial and performance reports Annual & semi annual Davis Bacon Act and… more
- The Computer Merchant Ltd (Boston, MA)
- …between advisors and consultants. The Analyst will also contribute to advisor onboarding, process improvement, and creating financial planning deliverables ... JOB TITLE: Finance Specialist JOB LOCATION: Boston or Springfield Hybrid WAGE...The Minimum Qualifications: At least 1+ years' experience in financial services. Series 7 license at time of application… more
- Guardian Pharmacy, LLC (Marietta, GA)
- …- ability to build relationships with business unit management and become "trusted advisor ." Strategy and Planning - ability to think ahead, plan and manage time ... of, "Treat others as you would like to be treated." Compensation & Financial Competitive pay 401(k) with company match Family, Health & Insurance Benefits (Full-Time… more
- Hearst (Austin, TX)
- Job Description Title: Digital Sales Specialist Join Our Growing Sales Team! Hearst is expanding its sales force in Austin, TX, and we want you to be part of it! We ... trends and provide feedback to refine strategies. Become a trusted marketing advisor , helping clients maximize their digital presence. Exceed sales targets while… more
- Berkley (Irving, TX)
- …The Litigation Specialist is an integral role, acting as an advisor and coach for other litigation handlers and claims representatives by conducting claim ... keeping underwriting and support close to the customer. Now more than ever, financial strength is critical to a successful, long term insurance relationship. Berkley… more
- Moneta (St. Louis, MO)
- Company Description Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions ... and we provide a full spectrum of financial advisory services. Still, our true purpose is centered...serve. Job Description Moneta is searching for a Compliance Specialist to join our small, dynamic Compliance team handling… more
- Premium Velocity Auto LLC (Wilson, NC)
- …always keep you and our customers safe! Unique benefits including legal and financial advising, employee discount on parts and services, and a members-only discount ... is not required. See full job description below! Job Summary The Customer Service Advisor (CSA) for PVA (Jiffy Lube), helps build loyalty and increase sales by… more
- Zebra (Lincolnshire, IL)
- …delivering against timelines, building relationships, and becoming a trusted advisor with business stakeholders, executive management, and suppliers Work ... business satisfaction Oversee activities related to the sourcing and procurement specialist team Develops, implements, and maintains policies and procedures of… more
- First Global Management Services, Inc. (New York, NY)
- …global brand experience agency serving clients in various industries, including financial services, technology, new & traditional media, aerospace, healthcare, and ... represent the FIRST brand embedded within a Solutions account for a Financial Services company. FIRST Solutions is the proprietary strategic meetings management… more
