- JPMorgan Chase (Houston, TX)
- …offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Reliant Community Credit Union (Farmington, NY)
- Member Service Advisor Farmington, NY...a row, is seeking to add an energetic team member for our Farmington, NY branch . We offer ... helping people? If so, we are looking to hire you for a very important position, Member Service Advisor (MSA)! Our MSA's work directly with our members each… more
- United Federal Credit Union (Fernley, NV)
- Member Service Advisor Job Details Level Experienced Job Location Fernley Branch - Fernley, NV Position Type Full Time Education Level High School Travel ... For more information visitwww.UnitedFCU.com. General Summary(What is done and why) The Member Service Advisor (MSA) reinforces and builds member … more
- Edward Jones (Larned, KS)
- …Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... **Can you see yourself ** + Delivering exceptional personalized service to ensure clients feel understood and informed +...7 million clients live and work. In a typical branch office, a financial advisor meets with… more
- Edward Jones (Marshall, MN)
- …Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... **Can you see yourself ** + Delivering exceptional personalized service to ensure clients feel understood and informed +...holidays and personal days Supporting a top performing Financial Advisor and branch , potential bonus awards range… more
- Atria Wealth Solutions (Berkeley, CA)
- …field required. + Minimum 3 years' experience in the financial services field. Related member service experience helpful. + Proficient in MS applications such as ... As one team, we are all committed to delivering service , empowering financial literacy, creating products, and providing new...Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record of serving the… more
- Atria Wealth Solutions (Austin, TX)
- …www.cusonet.com. CFS ( Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment needs of ... (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Austin, TX...profits. We deliver fair and honest products and outstanding service , and we work collaboratively within our organization as… more
- Atria Wealth Solutions (San Rafael, CA)
- …to all Member -Clients. + Call Members referred to the Wealth Management Department by branch , Member Service Center to set an appointment for a meeting. ... CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its members in...with CUSO Financial Services and product companies. + Provide branch and Member Service Center… more
- BECU (Seattle, WA)
- …by identifying member needs and presenting suitable solutions. + **Proactive Member Service and Advocacy** : Demonstrate a commitment to delivering ... exceptional member service , conducting regular reviews, and effectively...+ **Knowledge Sharing and Training** : Collaborate with Financial Advisor (s) on monthly branch employee training and… more
- Jiffy Lube (West Long Branch, NJ)
- Automotive Service Advisor -Writer / Quick Lube West Long Branch , NJ (http://maps.google.com/maps?q=210+State+Route+36+West+Long+ Branch +NJ+07764) Apply ... communicate any special circumstances that impact overall satisfaction. The service advisor must be able to analyze,...stores and critical to our success. And every J-Team member receives comprehensive training from Jiffy Lube University, our… more
- Atria Wealth Solutions (Cambridge, MA)
- …People's Lives! CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Harvard University Employees Credit ... offering the best possible price, the highest quality personal service , and sincere, sound advice. The Credit Union, which...Services, LP (CFS), the credit union and dedicated Financial Advisor have access to the best of both worlds,… more
- Atria Wealth Solutions (Philadelphia, PA)
- …with CUSO Financial Services, L. P. (CFS) Ardent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... over 34,000 members, and is looking for a Financial Advisor to join an established investment program. As a...initiatives with credit union and/or assigned bank program (includes branch personnel training). Actively engages assigned branch … more
- Atria Wealth Solutions (Corning, NY)
- …as needed basis (ie, cost basis information, product research, etc.). + Service branch referrals for members with investment needs. Requirements Qualifications ... Advisor with a book of business and defined branch territory within 2-4 years. Responsibilities + Contact assigned...3 years' experience in the financial services field. Related member service experience helpful. + Proficient in… more
- Atria Wealth Solutions (Battle Creek, MI)
- …of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Battle ... changed to BlueOx Credit Union. Today, BlueOx, has six branch locations, over 18,000 members, more than $220 million...every day. They are looking to add a financial advisor to the team to join the credit union's… more
- Atria Wealth Solutions (Charlotte, NC)
- …goal, the employee shall live out the Allegacy Behaviors while providing World Class Member Service to both internal and external members. This position is an ... are offered through CUSO Financial Services, LP ("CFS"), a registered broker-dealer ( Member FINRA/SIPC) and SEC Registered Investment Advisor . Products offered… more
- Atria Wealth Solutions (Winston Salem, NC)
- …are offered through CUSO Financial Services, LP ("CFS"), a registered broker-dealer ( Member FINRA/SIPC) and SEC Registered Investment Advisor . Products offered ... (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the Winston Salem...reach their long-term and short-term goals. RESPONSIBILITIES + Building branch relationships and coaching branch staff within… more
- YMCA of Central New York (Syracuse, NY)
- Job Title: Residence Advisor Reports to: Director of Case Management & Programming FLSA: Part Time Non-Exempt Work Location: YMCA Downtown Branch , Syracuse, NY ... direction of the Director of Case Management & Programming, the Residence Advisor will provide individual case management to help residents maintain recovery from… more
- Atria Wealth Solutions (Pittsburgh, PA)
- …its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Pittsburgh, ... billion credit union with 120,000 members and over 20 branch locations and growing rapidly. Clearview is here to...everyone. When you choose Clearview, you're not just a member ; you're part of a movement toward a brighter… more
- Atria Wealth Solutions (Traverse City, MI)
- …of Michigan. We grew from the combined resources of two institutions steeped in member advocacy and locally focused service and when presented an opportunity to ... with 4Front Credit Union is seeking a Licensed Financial Advisor to provide retirement and investment services in the...you enjoy numerous benefits: + Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established… more
- Atria Wealth Solutions (Shoreline, WA)
- …of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Shoreline ... $2.7 billion in assets, over 135,000 members, and 26 full- service branches located throughout the Puget Sound region. Sound...and the community and is looking for a Financial Advisor to join the team. As a Financial … more