Financial Services Representative
Barnum Financial Group
Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you’ll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth. We provide a powerful combination of support including Personal coaching from proven winners Customized marketing support to help you acquire clients and build your brand Access to a broad range of products to meet client needs Tools to manage your practice and support the sales process Duties and responsibilities Prospecting, networking and obtaining clients through various methods and strategies. Participate in our state of the art Advisor Pro Training program. Developing and maintaining long-term relationships with clients. Providing financial solutions for clients through fact gathering and needs analyses. Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates. Qualifications: Strong interpersonal, organizational and communication skills Self-starter who is goal oriented Team player with a hearty work ethic BA, BS, and/or Graduate Degree or equivalent work experience #J-18808-Ljbffr Barnum Financial Group
$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...SuggestedHourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...SuggestedLocal area
$15 per hour
...first 25 applicants Direct message the job poster from Prudential Financial Business Development Manager for the Northeast Financial Group... ...and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and...SuggestedMinimum wageFull timeContract workPart timeImmediate start- A leading financial services firm in Warwick, RI, is looking for a Financial Services Representative. In this role, you will provide essential financial guidance, develop client relationships, and participate in an advanced training program. The ideal candidate possesses...Suggested
- Bank of America in Warwick, RI seeks a financial services professional to advise clients and tailor solutions to achieve their financial goals. You will triage leads, refer to partners based on client needs, and review goals with clients to recommend suitable banking and...Suggested
- A leading financial services firm in Warwick, RI, seeks dedicated individuals to join as financial advisors. This role focuses on engaging clients, educating them on tailored financial solutions, and ensuring exceptional service delivery. Ideal candidates will have a Bachelor...Flexible hours
$21.5 - $28.57 per hour
...approachProactively seek and recommend the best products and services to fit the customer's needsContribute to the achievement of sales... ...in a customer service environment, prior banking, or financial services experience a plusAn understanding of personal finance...Full timeWork experience placementFlexible hours$24 - $26.27 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key...Hourly payFlexible hoursWeekend workDay shift- ...lives by providing education and advice tailored to suit their financial needs. Job responsibilities Shares the value of Chase Private... ...approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors...Immediate startAfternoon shift
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$29.25k - $45k
...Warwick, RISantander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest... ...essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required....Hourly payPart timeWork experience placementWork at officeAfternoon shift- ...and interpersonal skills required. Major Duties and Responsibilities Significant phone work taking internal and external customer service calls Prepares discharges and assignments then send to a third party or county recorder’s office Processes payments for all...Full timeWork at officeLocal area
- Bank of America in Rhode Island is seeking a customer service professional to answer questions about products, accounts, and financial services. You will educate clients on value-added opportunities and refer them to specialists across the bank, ensuring timely service...
- ...to ensure vendors meet the Bank’s security, operational, and financial requirements. Third-Party Risk Assessments Evaluate risks presented... ...banking role. Prior experience in banking or financial services. Ability to interpret SOC reports and cybersecurity controls....Contract workFor subcontractor
$38.25k - $61k
...Starts Here:**Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a... ...duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift$75k - $95k
...Budget & Fp&A Analyst To support continued growth, improve financial visibility, and enhance decision-making, the Finance team... ...several variables The physical demands described here are representative of those that must be met by an employee to successfully perform...$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...financial strength and access to the best products and services for our clients. Our Financial Representatives and...Full timeContract workFor contractorsInternshipLocal areaFlexible hours£55k - £70k per year
Financial Analysts collect, model and interpret financial data to inform investment, lending or business decisions. In an investment bank... ...- Level 4 Investment Operations or Level 6 Financial Services Professional. Skills you’ll need Attention to detail under deadline...ApprenticeshipWork experience placement- A financial services company is seeking a qualified individual for a contract position in Warwick, RI. The role involves supporting corporate finance functions, financial analysis, and ensuring accurate reporting in SAP and Hyperion. Candidates should have a Bachelor's...Contract work
$19.03 - $31.39 per hour
...Financial Service Representative Responsible for providing quality and efficient financial service to patients through the daily management of assigned tasks. Oversees financial status of patients scheduled to be seen at Brown Health Medical Group Facility. Maintains...Work at officeShift work$90k - $120k
Our mission is to provide financial security and peace of mind through our insurance, annuity... ...array of financial products and services we offer, you’ll help clients develop a... ...Registered Investment Adviser. Registered Representatives offer securities through NYLIFE...Full timePart timeImmediate start- TIAA is seeking a Financial Consultant to provide in-person and virtual financial counseling to clients. You'll assist clients with TIAA... ...to work remotely. A university degree and financial services experience are preferred, along with certifications in Series...Remote jobHourly pay
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$105k - $250k
...experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to... ...stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance...Temporary workLocal areaFlexible hours$80k - $100k
Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This... ...oldest and largest wealth management and financial planning services firms in New England. Baystate Financial is comprised of a team...Permanent employment- Bank of America is seeking a skilled financial professional to provide comprehensive advice and customized solutions to clients, helping... ...equivalent) and at least one year in investments or financial services are required, with a focus on client relationships and...
- The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects... ..., beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to...Hourly payWork experience placementImmediate startRemote workFlexible hours3 days per week
- A financial services organization is seeking a financial representative to help individuals achieve their financial goals through tailored plans. You'll provide guidance and products to protect families' futures while making a positive community impact. With extensive education...
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Work at officeFlexible hoursShift workWeekend workDay shift
- ...TD Bank in Warwick, Rhode Island, is seeking a Retail Banker I to serve customers with financial solutions and consultative advice, helping them meet their banking goals and strengthen their relationship with TD. This role handles routine transactions, educates customers...
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