Financial Services Professional
Experior Financial Group
2 days ago Be among the first 25 applicants
Direct message the job poster from Experior Financial Group
Sr. Financial Professional / Training and Development / Mentoring and Growth Professional / Elite Leadership Group / Motivation Speaker / Wife Of a Trucker
Company Description
Experior Financial Group Inc., a 100% Canadian owned and operated company, has a talented and diverse workforce dedicated to shared values and encouraging growth and achievement. Our founders bring over 30 years of combined experience in the financial services industry. Recently expanded into the USA, with the head office in Cheektowaga, New York, our 9400+ team of licensed Financial Associates is spread across North America to handle all insurance and investment needs. We offer comprehensive training and mentorship for career development, and have been certified as a Great Place to Work® in Canada for May 2024 and May 2025.
Role Description
This is a full-time remote role for a Financial Services Professional. The position involves day-to-day tasks such as financial planning, retirement planning, and providing financial advice and services to clients. The individual will be responsible for managing client relationships, performing financial analyses, and assisting clients in making informed financial decisions. The role requires maintaining up-to-date knowledge of financial products and services, as well as ensuring compliance with regulatory standards.
Qualifications
- Financial Planning, Finance, and Retirement Planning skills
- Strong Communication skills
- Experience in Financial Services
- Excellent interpersonal and client relationship skills
- Ability to work independently and remotely
- Bachelor’s degree in Finance, Economics, Business, or a related field
- Professional certifications such as CFP, RFP, or equivalent are advantageous
Seniority Level
Entry level
Employment Type
Full-time
Job Function
Finance and Sales
Referrals increase your chances of interviewing at Experior Financial Group by 2x
Sign in to set job alerts for “Financial Services Professional” roles.
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr- ...Responsibilities Performs financial, general and cost accounting functions for the division in accordance with GAAP and Corporate policies. Executes monthly financial closing program including journal entry preparation, bank/account reconciliations, and variance analysis...SuggestedWork experience placement
- ...reporting of production costs and inventory levels. Assist in financial audits by providing necessary documentation and support.... ...: Jefferson Wells ( a division of ManpowerGroup, is a professional services firm delivering solutions in Finance & Accounting, Internal...SuggestedWeekly payPermanent employmentContract workTemporary work3 days per week
- ...Body Shop Estimator Greet customers and quickly assess their needs understanding the difficulty of their situation. Customer service is a top priority; it's our job to turn that difficult situation around. Work with customer to complete an accurate estimate...SuggestedWork at office
$18 - $20 per hour
...propel you to the next level. You will provide exceptional client service while connecting with clients in a fun, fast-paced environment... ...on-the-job mentorships too, and we're always championing your professional success and personal goals. Enjoy a flexible schedule and work...SuggestedExtra incomeFull timePart timeLocal areaRelocation packageFlexible hoursShift work$15.9 - $19.7 per hour
...&R Block, you'll begin a career in tax and client services—no prior tax experience required. With training and... ...in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services Experience asking questions and recommending...SuggestedHourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaRemote workWeekend workAfternoon shift- ...expanding its team and looking for an experienced Commercial Roofing Estimator who is ready to join an organization known for quality, professionalism, and excellence.This is an opportunity for a Commercial Roofing Estimator who understands that successful estimating is about...For contractorsFor subcontractor
$85k - $120k
...East (FCE) is the leading provider of loans and farm advisory services to farm, forest product, fishing, and other agricultural business... ...$13.5 billion in total loan volume and $29 million in annual financial services revenue from 18,000 customers across our 8-state...Full timeTemporary workPart timeLocal area- ...tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide exceptional client service while connecting with clients in a fun, fast-paced environment. Don't miss out on this opportunity to make a difference for the hardest...Full timePart timeSeasonal workLocal areaRelocation packageFlexible hoursShift work
- ...&R Block, you'll begin a career in tax and client services—no prior tax experience required. With training and... ...in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional servicesExperience asking questions and recommending...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift
- ...Responsibilities include responding to customers' needs by processing a variety of financial transactions including but not limited to cross selling, tele-consulting, developing business relationships, servicing accounts, check cashing, withdrawals, deposits, and loan payments and/...Work at officeImmediate startShift work
$100k
...ARMStrong Insurance Services is the leading and most trusted name in the world of debt recovery and financial solutions. With a track record of excellence and reliability, we have proudly served businesses across various industries for decades, ensuring efficient B2B collections...Hourly payWeekly payFull timeLocal areaWork from homeFlexible hours- ...Coordinator/Regional Medicaid Coordinator to support and oversee the financial operations for our Skilled Nursing Facilities throughout New... ...How to Apply: If you are a motivated and dedicated professional looking to make a difference in the healthcare industry,...Work at office
$22 - $27.75 per hour
...Job Description: The Banking Associate is a professional in banking, plays a key role in delivering TD'... ...and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. Depth & Scope: Performs a wide range...Work at officeAfternoon shift- ...TD in Vineland, New Jersey is seeking a Retail Banker I to be a customer liaison, delivering TD’s Brand promise through financial expertise and consultative advice to help Customers with their banking solutions and needs. The role emphasizes building lasting relationships...
$23.25 - $30.75 per hour
...Job Description This role is a banking professional that plays a vital role in bringing TD'... ...banking solutions that support long term financial goals. This role is accountable for... ...guidance on a broader range of products and services, explaining options, benefits, and...Work at officeLocal areaWork from homeFlexible hours$60k - $75k
...you will support sales, production, and financial operations by managing receivables and... ...with customers and business partners in a professional environment. Nice to Have... ...origin, age, past or present military service, disability, genetic information, or any...Local area- ...publicly traded corporation is hiring for senior accountant on contract to hire basis. Responsibilities include: Analyze financial information and prepare financial reports Prepare journal entries and reconciliations of GL accounts Support auditors for...Contract work
- ...team in Delaware City, DE. This is a great opportunity for an accounting professional who enjoys working with data, understanding how a manufacturing operation works, and turning financial information into meaningful business insights. Why Liveo? ~ Competitive...Temporary work
$84.38k - $135k
...(SJI) is an energy holding company that delivers clean energy services to 700,000+ customers and businesses throughout 14 counties in... ...'re a seasoned operations technician or an early-career legal professional, our culture, inclusive workforce, and leadership development...Temporary workFor contractorsWork experience placementVisa sponsorshipFlexible hours- ...Job Description Job Description Urgently hiring! About Us We are a growing general contractor specializing in quick-service and fast-food restaurant construction. We deliver high-quality projects on aggressive schedules for repeat national clients. Position...For contractorsFor subcontractorImmediate start
- ...tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide exceptional client service while connecting with clients in a fun, fast-paced environment. Don't miss out on this opportunity to make a difference for the hardest...Full timePart timeSeasonal workRelocation packageFlexible hoursShift work
- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...Full timePart time
- ...interviews with clients, start to develop your book of business, and provide exceptional customer service. You will also have the opportunity to expand your skill set with professional development and continual training. No matter your work background or experience level,...Full timePart timeSecond jobSeasonal workRelocation packageFlexible hoursShift work
- ...tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide exceptional client service while connecting with clients in a fun, fast-paced environment. Don't miss out on this opportunity to make a difference for the...Full timePart timeSeasonal workRelocation packageFlexible hoursShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Professional. Be the first to apply!
- financial services professional Vineland, NJ
- financial Vineland, NJ
- finance financial Vineland, NJ
- financial sales Vineland, NJ
- financial services work from home Vineland, NJ
- remote finance Vineland, NJ
- finance internship work from home Vineland, NJ
- accounting finance intern Vineland, NJ
- financial services accounting Vineland, NJ
- other financial services Vineland, NJ


