• USAA (Phoenix, AZ)
    …USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... makes us special and impactful. The Opportunity As a dedicated Financial Institution Distribution Retirement Products (Executive), you'll be responsible for the… more
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  • American Century Investment Services, Inc. (Kansas City, MO)
    …We are seeking a diverse group of professionals to join our team in our Investment Representative training program. The start date for this class is September 8, ... in our industry! This position sits within our Personal Financial Solutions Client Care Organization, and each...Craft new value for clients by offering personalized, relevant investment solutions Embed our Service to Sales… more
    Upward (07/23/25)
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  • Santander Holdings USA Inc (Falmouth, MA)
    …Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our ... other business banking products. Provides support to help clients coordinate solutions , manage accounts, obtain advice and administer services. Ensures customer… more
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  • Santander Holdings USA Inc (Buzzards Bay, MA)
    Financial Advisor, Falmouth, MA Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services ... We Want to Talk to You! The Difference You Make: The Financial Advisor is responsible for identifying needs, understanding client objectives, and making… more
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  • Western & Southern Life (Cary, NC)
    …needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right ... Location : City CARY Overview The purpose of the Financial Representative is to meet the middle-income...Life consultative practices and processes. Effectively sell insurance and investment solutions . Effectively plan for and schedule… more
    Upward (07/24/25)
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  • Empire Growth Partners (Duluth, GA)
    …- Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative , you have the opportunity to: Build -Work to build a client ... About the job Financial Representative - Duluth, GA ...planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading...- Education Funding - Investment & Advisory Services… more
    Upward (07/03/25)
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  • iFLY (Scottsdale, AZ)
    Front Desk / Customer Service Representative - Part Time During your first six months of employment, iFLY will guarantee a minimum hourly rate of $18.00. Our mission ... your professional development. We are seeking an enthusiastic Customer Service Representative (CSR) to sell iFLY's unique indoor skydiving experience! CSRs have… more
    Upward (07/23/25)
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  • SimCorp A/S (New York, NY)
    … and asset managers to become the world's leading provider of integrated investment management solutions . We are 3,000+ colleagues with a broad range ... thinkers in FinTech as we lead the evolution of financial technology. If you are an innovative, curious, collaborative...role is important to us The Lead Business Development Representative reports to the Director of New Business Development… more
    Upward (07/10/25)
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  • Fairwinds (Orlando, FL)
    …needs and referring them to appropriate teammates for lending, account services, or investment solutions . Maintain the appearance and organization of your teller ... Financial Freedom Happens Here - and it starts...members and for you. As a Floating Member Service Representative in the Metro Orlando area, you'll be the… more
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  • CBIZ, Inc. (New York, NY)
    …benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways ... review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous… more
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  • Global Payments, Inc. (Chicago, IL)
    …of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over ... 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with...are proud to deliver best-in-class payment technology and software solutions . Join our dynamic team and make your mark… more
    Upward (07/23/25)
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  • BayPort Credit Union (Newport News, VA)
    BayPort Credit Union is seeking a Licensed Investment Representative to help employees, credit union members and new clients reach their financial goals by ... providing them with exceptional personalized service and appropriate financial solutions . This individual will service an...in a sales capacity and identify and solve the financial needs of clients by offering investment more
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  • StanCorp Financial Group, Inc. (New York, NY)
    …strong teams across the nation, we've been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of ... both internal and external customer needs and develops customer-inspired solutions that exceed their expectations. Winning Together. Actively engages colleagues… more
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  • Northwestern Mutual (Jamison, PA)
    …path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training ... to apply for approval of a contract to become a Northwestern Mutual Financial Representative , a national criminal background check is required. Should the… more
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  • StanCorp Financial Group, Inc. (San Francisco, CA)
    …strong teams across the nation, we've been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of ... your opportunity to accelerate your success as our next Employee Benefits Sales Representative . The territory, consisting of northern California , offers the ideal… more
    Upward (07/07/25)
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  • IMI plc (Milwaukee, WI)
    …IMI plc We are a global specialist engineering company that creates breakthrough solutions . We are curious and like to solve problems, partnering with our customers ... safer, more sustainable and more productive. Role Overview: The Junior Sales Representative will focus on reactivating dormant accounts within our installed base.… more
    Upward (06/29/25)
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  • Cetera Financial Group, Inc. (Omaha, NE)
    Job Description At NFG, an affiliate of Cetera Financial , we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through ... they strive to exceed expectations by forging meaningful connections with financial professionals and their clients, understanding their needs, and providing them… more
    Upward (07/07/25)
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  • ApTask (Columbus, OH)
    …wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the ... About Client: Client is a global financial services firm that provides a wide range...ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the… more
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  • New York Life- Junyang Zhao (New York, NY)
    …deepen your expertise in one or more of the practice model tracks: Financial Guidance Retirement Planning Wealth Advisory Business Solutions Estate Planning Who ... an experienced life insurance agent, wealth advisor, or registered representative to join our team. If you're ready to...practice to the next level of success, our successful financial professionals are committed to mentoring you. In addition… more
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  • Patterson Companies (Miami, FL)
    …business needs, discussing benefits and features of equipment and technology solutions , coordinating product demonstrations, explaining return on investment and ... a stronger and successful organization. Job Summary As a Territory Sales Representative , you are responsible for driving profitable sales growth by developing,… more
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