Financial Services Specialist - Growth & Client Impact
Jose Herrera - State Farm Agent
Jose Herrera - State Farm Agent seeks an energetic Financial Services Position – State Farm Agent Team Member in Arlington, VA. This role involves building customer relationships and driving business growth through value-based conversations. Ideal candidates will have a background in sales and excellent communication skills. Those who are self-motivated with a passion for financial services will thrive in this rewarding career, which offers both salary and commission opportunities. #J-18808-Ljbffr Jose Herrera - State Farm Agent
$80k - $120k
New York Life - Metro DC in Bethesda, MD is seeking a Financial Professional to guide clients in creating personalized financial plans. The role involves... ...to clients' financial security and your career growth in a collaborative environment. #J-18808-Ljbffr New York...SuggestedFlexible hours- ...Corporation is looking for a Client Relationship Specialist (CRS) in Washington, DC. In this... ...providing excellent customer service and offers a clear growth path in the financial services industry. With... ...looking to make a significant impact at Schwab. #J-18808-Ljbffr Charles...Suggested
- ...wealth management while making a positive impact in the community. The role emphasizes client engagement, product consultation, and personalized service with a clear commitment to... ...to social responsibility and continuous growth. #J-18808-Ljbffr Equitable AdvisorsSuggestedFlexible hours
$212k - $318k
...NACBA is looking for a Partner, Senior Health Actuary to join their Actuarial and Financial Group in Washington, D.C. This role involves leading client engagements, delivering comprehensive reports, and contributing to business development. The ideal candidate will...Suggested- ...commercial finance experience to join its Finance & Transactions practice. This role offers opportunities for significant career growth and client interaction, managing complex financing transactions. The successful candidate will collaborate with a multidisciplinary team...Suggested
- A national financial institution is looking for a Wealth Advisory... ...Church, VA, to lead client relationships and drive sales growth. This role involves developing... ...experience in financial services, ideally with high net... ...opportunity to directly impact the firm's revenue growth...
- A leading financial institution located in Arlington, Virginia seeks a motivated Client Associate to engage clients and assist with transactions. Key responsibilities include... ...banking technology. Opportunities for career growth and development are available in a supportive...
- An insurance and financial services agency located in Alexandria, Virginia, is seeking a qualified Life Insurance/Financial Services Specialist. This role emphasizes a customer-oriented approach... ...and health insurance to enhance clients' well-being. The position offers...Flexible hours
$73.5k - $106.5k
Bank of America is seeking a Financial Center Manager in Washington,... ...The ideal candidate will drive client engagement, manage market... ...satisfaction. A strong financial services background and proven... ...benefits that support community impact and employee well-being. #J-...- ...’re empowered to make an impact on your career. Here, innovative... ...industry together. As a Client Relationship Specialist (CRS), you have the... ...passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll...Local area
- ...’re empowered to make an impact on your career. Here, innovative... ...industry together. As a Client Relationship Specialist (CRS), you have the... ...passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll...Local area
- Soteria Reinsurance Ltd. in Alexandria, VA is seeking a Financial Representative who will be the face of Fidelity and play... ...success. This position involves fostering relationships with clients through exceptional service and offering support in compliance and transactions. The...
- J.P. Morgan in Northern Virginia is seeking a Private Client Advisor who will provide comprehensive financial planning and personalized investment solutions to individuals and families. You will be responsible for building a book of business while fostering a culture of...
$120k - $200k
Curi Capital is seeking a passionate Wealth Advisor to join our Client Advisory Team in Washington, DC. The position involves offering comprehensive wealth planning advice while developing new client relationships through community involvement and referrals. The ideal...- First Command in Alexandria, Virginia, is seeking Financial Advisors to coach military families on achieving financial security. This role... ...guidance and engaging with the community to bring new clients. Candidates will benefit from extensive training and licensing...Flexible hours
- First Command in Arlington, VA is seeking Financial Advisors to coach military families towards financial security. The role involves guiding clients through evolving financial plans, community engagement, and managing day-to-day finances. Enjoy flexible scheduling and...Flexible hours
- ...seeks a Wealth Relationship Advisor to build new client relationships and deepen existing ones through financial planning. You will ensure compliance with KYC/AML... ...years of experience in a sales role within financial services, along with relevant analytical and communication...
$260k - $365k
...matters. The ideal candidate will have 3-5 years of experience, a J.D. from an ABA-accredited law school, and the ability to manage client relationships. A competitive salary of $260,000 - $365,000 is offered based on experience. #J-18808-Ljbffr Interlink Talent...- Retirement Resource Center, LLC. in Arlington, VA is seeking an Associate Financial Advisor to assist in managing client relationships and support Senior & Lead Advisors on complex client families. The ideal candidate should have a strong professional demeanor and a CFP...
$73.5k - $147k
Mercer is seeking a Health Actuary - Analyst III located in Washington DC or various other office locations. The role involves managing client projects related to health benefits strategies and requires 2-5 years of relevant experience, alongside strong analytical skills....Work at office$73.5k - $147k
NACBA is looking for a Health Actuary - Analyst III to manage client projects focused on health benefits strategies. Responsibilities include managing financial projections and optimizing plan designs. The ideal candidate should have 2-5 years of relevant experience, a...$45.76k - $54.5k
Truist in Alexandria, Virginia is searching for a 'Universal Banker' to provide timely client services and maintain financial records. Candidates should have a high school diploma and two years of client service experience. Key responsibilities include customer interaction...- ...Washington, DC. This role is crucial for delivering exceptional client service in person and over the phone while fostering client... .... Additionally, responsibilities include advising clients on financial solutions and ensuring compliance with internal controls. A high...
- ...Washington, DC. This entry-level role involves assisting in sales and product/service activities, fostering strong customer relationships to build loyalty and enhance sales to individual clients. The ideal candidate should possess a Bachelor’s Degree or equivalent...
$45.76k - $54.5k
Truist is seeking a Universal Banker in Washington, DC to provide superior service to clients and efficiently handle transactions. This role requires a high school diploma and two years of client service experience. You will engage clients, support sales activities, and...$45.76k - $68.5k
...Banker for its Falls Church branch. This full-time position offers the opportunity to deliver outstanding service while assisting clients with various financial needs. Candidates must have a high school diploma and 2 years of client sales experience. The position includes...Full time$260k
...significant responsibility. The expected salary range for this role varies between $260,000 to $550,000 based on qualifications and experience. Located in Washington, DC, this role also offers opportunities for teamwork and client interaction. #J-18808-Ljbffr Jones Day$260k
...drafting and negotiation skills. The ideal candidate will have a superior academic background and a desire for teamwork and significant client interaction. The expected salary range for candidates in DC is $260,000 - $550,000, depending on qualifications and experience. #J...$11 - $80 per hour
A leading tax services provider in Washington, DC is searching for a Tax Advisor to join their team... ...year-round tax preparation and planning for clients, building strong relationships and helping them achieve their financial goals. The ideal candidate should have 5+ years...Hourly pay$23 per hour
Kforce has a client that is seeking a Financial Services Specialist in Alexandria, VA. Key Tasks: * Provide personalized financial advice and solutions to clients, including investment options, retirement planning, and wealth management * Assist clients with banking transactions...Contract workFlexible hours
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