Financial Service Representative
Socket.dev
At Money Mart, we're more than just a financial services provider – we're the catalyst for financial empowerment! Our mission is to be North America's leading non-prime lender, serving a diverse range of customers and delivering unparalleled financial momentum. Our vision is to bridge the gap between people and their financial goals. With over 40 years of experience and more than 400 retail locations, we help customers achieve their financial dreams through innovative loan products, convenient check cashing, competitive currency exchange, seamless money transfers, and versatile prepaid cards. In our communities, we collaborate with employees and customers to contribute over $500,000 annually to support food security, housing, health, emergency services, and other critical initiatives. As a company, we are committed to creating an environment where everybody is somebody, and together, we win as a team. We believe diversity drives innovation, enhances creativity, and strengthens our communities. Our dedication to inclusivity goes beyond representation; it’s about fostering a culture where everyone can thrive and contribute their unique perspectives. Join us on this exciting journey as we continue to revolutionize the financial services industry and empower customers to thrive! What we Offer: Market competitive Pay Monthly bonus potential based on the operational success you drive Other Benefits Include: Comprehensive Medical/Dental Benefits Competitive Paid Time Off Plan for your future with our group Retirement Options Education Reimbursement Program to invest in your education and career growth. Exclusive Perks through Perkopolis - enjoy special discounts and offers. Free company services including cheque cashing, money orders, Telpay/bill payment, and prepaid Mastercard. Discounted company services including foreign exchange and Koodo services. And Much More! Branch Location: 9583 N. Tamiami #103 During a typical day, you will: Deliver results on store profitability goals Provide a quality customer sales experience through efficient execution of all customer transactions Determine customers' needs and provide them with solutions that satisfy those needs Handle cash and accurately enter transactions into the system Contact customers over the phone with past due balances and negotiate payment terms and schedules Complete all documentation accurately Follow safety, security, and compliance requirements Successful candidates will: Be sales driven Have a minimum of one year of financial services and sales experience Have a passion for customer service Have previous cash handling experience Have a high school diploma or equivalent Please Note: Candidates with a current First Aid and CPR certification will be considered an asset. Money Mart is committed to accommodating applicant’s with disabilities up to the point of undue hardship during the recruitment, assessment and selection process. If you are selected for an interview please notify Money Mart if you require accommodation in respect of the materials or procedures used at any time during this process. If you require accommodation Money Mart will work with you to determine how to meet your needs. About Money Mart – Our Commitment to Responsible Innovation At Money Mart, we are committed to building innovative solutions grounded in ethical, transparent, and responsible use of data and technology. Aligned with the principles outlined in Canada’s Artificial Intelligence and Data Act (AIDA), we take a proactive approach to ensuring that any AI or data-driven systems we use are safe, fair, and accountable. This posting is for a current position within our organization, offering the opportunity to contribute to meaningful, responsible innovation that supports our employees, clients, and communities. We prioritize strong data governance, clear communication around how systems work, and safeguards that reduce risks and protect individuals. Our focus is on developing tools and processes that promote equity, reliability, and trust, supported by ongoing monitoring and continuous improvement. Joining Money Mart means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities. #J-18808-Ljbffr Socket.dev
- ...Financial Services Representative Jada Ashbacher Agency Allstate | Naples, FL Full-Time | In-Office The Jada Ashbacher Agency Allstate is seeking an ambitious, professional, and career-driven Licensed Financial Services Representative to join our growing team...SuggestedFull timeWork at office
- ...matching Dental insurance Health insurance Launch your financial services career with an organization that positively impacts... ...communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals...SuggestedLocal area
- ...conferences and prospective client meetings. QualificationsMBA required, CFA preferredIdeally five plus years of prior experience in Financial Services, with some exposure to Wealth Management, Investment Management, Investment Banking, or related fields.Willingness to obtain...SuggestedTemporary workWork at officeRemote work
- ...Financial Solutions Advisor - Ft Myers-Naples Market Naples, Florida;Fort Myers, Florida To proceed with your application, you must... ...client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates...SuggestedTemporary workWork at officeShift workDay shift
- ...Position Summary In this pivotal role, the Financial Advisor will be responsible for... ...competitively deliver the highest quality service to clients in order to help them... ...management through full service registered representatives, Moors & Cabot offers investors...SuggestedFull timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
- ...HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets... ...planning, investment management, and wealth advisory services to high-net-worth individuals, families, and businesses. As an...Temporary workLocal areaFlexible hoursNight 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 area$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- ...consultative conversations to understand their financial goals and align on solutions that meet... ...and selling the bank’s products and services. This role emphasizes deepening client... .... The qualifications listed below are representative of the knowledge, skill, and/or ability...Temporary workWork at officeMonday to Friday
- ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on... ...plus years of work experience in Private Banking or Financial Services Bachelor’s Degree required Series 7, 66 and Insurance licenses...Temporary workWork experience placementLocal area
- ...and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on... ...plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and...Temporary workWork experience placementLocal area
- ...State Farm Agent in Naples, FL is seeking a dedicated Insurance and Financial Services Team Member. In this role, you will drive growth by identifying customer needs and delivering tailored insurance solutions. Your proactive sales approach and relationship-building skills...
- ...to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM... ...deep conversations with clients to gain in‑depth knowledge of the financial and life priorities Connecting clients to solutions that meet the...Weekend work
- ...customers' goals and connect them to the right banking products, services, and digital tools to help them manage their finances with... ...relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven...Work experience placementFlexible hours
- ...needed for conferences and client meetings. Qualifications MBA required; CFA preferred. Five or more years of experience in financial services preferred, with exposure to wealth management, investment management, investment banking, or a related field. Demonstrated interest...Work at office
- Launch Your Financial Planning Career with an Established Wealth Management Team Nardella Financial Group, a private wealth advisory practice... ...advising Preferred 0-3 years of experience in financial services Experience in banking, financial planning, investments,...Private practice
$40k - $60k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities: Establish customer relationships and follow up with customers, as needed. Use a...Hourly payFor contractorsWork from homeFlexible hours- ...committed to developing the next generation of financial professionals who are driven by purpose... ...confidently transition into financial services. You’ll be surrounded by a team that... ...about a Day in the Life of a Financial Representative with the Lawhon Network: A Glance at...InternshipWork at officeHome officeVisa sponsorshipFlexible hours
$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- ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on... ...plus years of work experience in Private Banking or Financial Services Bachelor’s Degree required Series 7, 66 and Insurance...Temporary workWork experience placementLocal area
- ...experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet.... ...of customer interactions, participates in proactive sales and service activities and identifies referral opportunities. Collaborates...Full timeTemporary workPart timeWork experience placementWork at office
- ...of influence, and strategic partnerships.Represent Bessemer Trust at industry events and... ...tax and estate planning and/or banking services. Proven track record of successful business... ...Phipps was a founding partner and chief financial officer of Carnegie Steel. Bessemer Trust...Temporary workWork at officeRemote work
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at... ...financial advisor, you start as a financial representative focused on client-building and... ...Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions...Full timeContract workFor contractorsWork at office- ...Hbkswealth in Naples, FL is seeking a Financial Advisor to develop personal financial plans and provide investment advisory services. The role requires a Bachelor's degree, 4+ years of experience, and strong communication skills. The company offers competitive compensation...Flexible hours
- JOB SUMMARY: The FP&A Senior Financial Analyst plays a key role on Seacoast Bank’s Financial Planning & Analysis team, contributing to a wide range of corporate and departmental initiatives. This position is responsible for driving budget development, line of business performance...
- ...Financial ConsultantLocation: Naples, FL 34109-2772Job Summary: The Financial Consultant has the primary responsibility of retaining and... ...business development and problem resolutions skills.Proven customer service skills and the ability to resolve problems and prevent customer...Bank staffLocal areaNight shift
- ...Financial Counselor Position Title: Financial Counselor (FC) Location: Naples, Florida Department: Acute Care Employment Type: Full-Time. Non-Exempt Schedule: Tuesday-Saturday 8:00am-4:00pm. Hiring Incentives: Immediate PTO Accrual, Full Benefits...Full timeWork at officeLocal areaImmediate start
- ...Financial Advisor – HBKS Wealth Advisors HBKS Wealth Advisors is an independent personal financial planning and wealth management firm... ...plans for individuals and families. Provide investment advisory services, including proposal development and asset‑allocation modeling....Temporary workLocal area
$152.37k - $186.23k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...wealth and estate planning, and trust services to frame, acquire, and retain... ...respective areas of expertise. As a U.S. Bank representative in the community, the PWA also acts as...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Service Representative. Be the first to apply!
- financial planner cfp Naples, FL
- financial advisor development program Naples, FL
- jde finance consultant Naples, FL
- estate planning consultant Naples, FL
- associate corporate finance Naples, FL
- wealth advisor Naples, FL
- financial planning associate Naples, FL
- financial consultant Naples, FL
- financial planner Naples, FL
- private wealth advisor Naples, FL



