- Voya Financial, Inc. (Los Angeles, CA)
- …located in the greater Los Angeles area Profile Summary: The Sales representative will successfully direct sales activities in a defined geographic area ... selling/wholesaling Voya's retirement /401K products in the Small-Mid Market. Profile Description: Develop and maintain sales programs for assigned territories… more
- Fidelity Investments (Smithfield, RI)
- …1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE(R), Series ... As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new...Series 07 - FINRA , Series 63 - FINRA Category: Customer Service , Sales Fidelity's hybrid… more
- Cetera Financial Group, Inc. (Minnetonka, MN)
- …timely service delivery are met. Educate clients on account services , capabilities, and new technology. Complete required corporate training on new technologies ... with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered… more
- Fidelity Investments (Smithfield, RI)
- …lives of others? If you answered " yes " and are a customer service -minded champion, we are hiring Customer Support Representatives, also known as Financial Customer ... you change the lives of customers! In this customer service role, you will help customers feel more confident,...As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.… more
- Fidelity Investments (Burlington, MA)
- Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll ... and in an Investor Center. Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative ...training you need to develop the skills needed to service customers and study for your FINRA … more
- Fidelity Investments (Omaha, NE)
- …working from home? If you answered " yes " and are a customer service -minded champion, we are hiring Entry Level Customer Service Representatives, also known ... way every day to help others. In this customer service role, you will help customers feel more confident,...As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.… more
- Modern Woodmen of America (Nashville, TN)
- Financial representative Contract type: Full-time Location: Nashville - Tennessee Industry: Financial Services Date published: 03-27-2025 About the role Our ... Woodmen - and you, as a Modern Woodmen financial representative , to make a difference in your community! In...career. Whether you have an extensive background in financial services or you're just getting started, you'll have the… more
- Northwestern Mutual (Los Angeles, CA)
- …Planning Experience *Asset & Income Protection *Education Funding *Investment & Advisory Services *Trust Services * Retirement Solutions *Business Needs ... path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs… more
- ADP (Dallas, TX)
- …The Retirement Services Representative is a licensed Retirement professional responsible for providing exceptional service to the employees of ADP ... ** Retirement Services Representative (401k)** **Position... Retirement Service 's clients. They are the primary point of contact for… more
- US Bank (Gresham, OR)
- …from Day One. **Job Description** Come join our Equipment Finance Collections customer service team. We're seeking individuals who resides in the Marshall and St. ... Paul, MN, or Gresham, OR. This collections customer service position will support Equipment Finance customers. You should...the features and benefit of US Bank products and services . + Ability to maintain a positive attitude during… more
- US Bank (Albuquerque, NM)
- …financial goals-no matter what they need. From transaction processing to customer service , to driving innovation and launching new products, we're building a range ... business opportunities based on knowledge of clients, markets, products, and services . Makes sales presentations to existing and prospective clients informing them… more
- DXC Technology (Austin, TX)
- **Job Description:** **Principal Responsibilities:** + Provide service to Annuity or Life customers who possess a policy by responding to requests via telephone ... regarding insurance and other financial service products and benefit plans + Research and respond...degree (diploma needs to be provided) + An active FINRA Series 6 license is required for this position.… more
- Lincoln Financial (Radnor, PA)
- …opportunity. **Requisition #:** 73197 **The Role at a Glance** As the Financial Services Sales Representative , you will build and maintain business relationships ... financial security, with products including annuities, life insurance, group protection, and retirement plan services . With our 120-year track record of… more
- Vanguard (Scottsdale, AZ)
- …to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting our "crew" ... when they call in to Vanguard. As a Client Service Excellence Representative , you will: + Respond...like onboarding new clients to supporting them through their retirement . + Maintain strong performance metrics. + Increase functional… more
- HUB International (Blue Bell, PA)
- …maintain their own unique, regional culture. We currently have an opportunity for a **Plan Service Representative ** . As a Plan Service Representative , ... retirement plans. **Responsibilities:** + Provide consulting and investment advisory services for a specified block of company-sponsored retirement plans +… more
- Bank of America (Jacksonville, FL)
- Sr. Financial Service Representative Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Sr-Financial- Service - Representative \_25030796) **Job Description:** Merrill Wealth Management is… more
- Charles Schwab (Lone Tree, CO)
- …helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients ... clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate...of your own professional journey by attending the Schwab Service Academy (SSA), which provides you with the paid… more
- MUFG (Chicago, IL)
- … services , etc. + Excellent interpersonal skills; communication, customer service , and problem-solving skills + Strong written and verbal communications. + ... our recruitment team will provide more details. **Position Summary:** The Client Service Analyst will support Transaction Banking of the Americas Corporate clients… more
- TEKsystems (Salt Lake City, UT)
- Job Title: Escalation Representative 2 Schedule: + Monday to Friday, 7:30 AM - 4:00 PM CT (occasional extension to 5:00 PM for phone coverage) + Training: Full-time ... customer data. + Perform minor data analysis. + Deliver white-glove customer service with professionalism and empathy. + Support regulatory reporting and complaint… more
- US Bank (St. Paul, MN)
- …One. **Job Description** US Bank is hiring a **BL Regulatory Review Representative ** to support our _Fiduciary Review Group (FRG) Administrative Review Team_ within ... tools including SEI, Nexus, Advantage Fee, and SEI Compliance Services - Advanced knowledge of government and regulatory laws...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… more
