Client-Focused Financial Experience Advisor II
Clearview Federal Credit Union
Clearview Federal Credit Union in Bridgeville is seeking a dedicated team member to assist members in reaching their financial goals. This role involves performing vault duties, educating members about financial products, and fostering strong relationships. Candidates should have at least 6 months of related experience and possess excellent communication and relationship-building skills. Clearview offers a supportive and growth-focused environment, celebrating diversity and providing ongoing training opportunities. #J-18808-Ljbffr
- ...Clearview as you help members reach their financial goals! From opening accounts to... ...equivalent 6+ months vault and keyholder experience required Excellent communication & relationship... ...in a diverse, supportive, and growth‑focused environment with access to ongoing training...Suggested
- ...the ability to build strong relationships with members. Responsibilities include vault and keyholder duties, educating members on financial products, and representing Clearview at community events. Join a supportive environment where you can make a genuine impact on members...Suggested
$20 per hour
...Financial Services Representative Your mission be the face of Clearview as you help members... ...months of customer service or financial experience ~ Great communication & relationship-... ...in a diverse, supportive, and growth-focused environment with access to ongoing training...SuggestedHourly payImmediate startMonday to Friday$20 per hour
...Traveling Financial Experience Advisor RATE OF PAY $20 PER HOUR PLUS MILEAGE Make a Difference – For Our Members and Our Communities! At Clearview, we're more than a credit union—we're a community! Join Clearview as a Traveling Financial Experience Advisor and become...SuggestedHourly payFlexible hours$25 - $38.46 per hour
...Private Client Banker Be a problem solver, trusted advisor, and partner to the people and businesses... ...Program and will focus on the entire client relationship... ...plan-based approach to financial advice. As a PCB, you... ...a strong client experience culture, being present...SuggestedHourly payWork experience placementDay shift- ...built, not handed out. Our Financial Advisor Development Program is designed... ...in financial planning, client relationship management, prospecting... ..., insight, and practical experience. * A Clear Path to... ...s financial journey, with a focus on building and managing long...
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive... ...financial principles and a client-first philosophy. We inspire... ...growth come together. Your experience matters - and here, it's a... ...military families, you will focus on financial plans that are...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...where you can help your clients achieve their goals through... ...a financial representative focused on client-building and obtaining... ...that focuses on: Planning Experience · Asset & Income Protection...Full timeContract workFor contractorsWork at office- ...impact providing expert financial advice with heart.... ...Thrivent’s comprehensive advisor onboarding program.... ...achievable advice and connect clients to Thrivent products... ...degree or equivalent experience. Military veterans are... ...of our customers. We focus on their goals and...Local area
$50k
...Join a financial services firm where your contributions are... ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and... ...privately-owned, placing the focus on our clients rather than... ...You’ll benefit from the experience that comes from over 100...Work at officeWork from homeHome officeFlexible hours- ...BILINGUAL Spanish/English Fund/Client Accountant Genesis10 is... ...contract position with a Global Financial Institution located in... ...The successful candidate will focus on driving service improvement... ...combination of education and experience Previous experience in accounting...Hourly payPermanent employmentContract work
- ...in delivering the best experience for our customers. We... ...success. As a Banking Advisor II within PNC's Private... ...for Private Bank clients through the approval,... ...Handles the origination, financial analysis, negotiation... ...employees to be: Customer Focused - Knowledgeable of...Full timeTemporary workPart timeWork experience placementWork at officeRemote work
- ...deepen, grow and retain client relationships by... ...prospective clients with a focus on analyzing... ...tolerance to determine which financial strategies and solutions... ...direction of the Financial Advisor team to increase... ...education and related experience. FINRA Series 7, 66...Work at office
- ...to understand where our clients are trying to go and... ...Banking Portfolio Manager II, you will be... ...particular emphasis on financial analysis/modeling, risk... ...and portfolio management experience with regional commercial... ...partners and client-centric focus Hours & Work Schedule...Work at officeLocal area
$150k - $200k
...Financial Sales Professional Golden Reserve is looking... ...for conducting client meetings and upholding... ...understand the challenges many advisors face when they aren't... ...you, allowing you to focus on building retirement... ...salary, depending on experience Guaranteed $25,000...- ...Private Client Banker You have a passion for taking care of our... ...the opportunity to help people experience our Customer Promise --... ...advice tailored to suit their financial needs. As a Private Client... ...Specialists (Private Client Advisors, Mortgage Bankers and Business...Immediate startAfternoon shift
$19.23 - $28.37 per hour
...problem solver, trusted advisor, and partner to the... ...split their time between client servicing and... ...to assist in client's financial wellness, both in person... ...Embodies a strong client experience culture, being present... ...of business partners – focusing on client acquisition...Hourly payWork experience placementWork at officeDay shift- ...supports work-life balance Pre-qualified client consultations provided — no cold... ...travel incentives A collaborative, growth-focused team culture What You’ll Do... ...platforms Customer service or client-facing experience is helpful but not required Requirements...Local areaRemote workFlexible hours
- ...Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in our south territory of... ...portfolio of financially successful clients. Successful candidates in this role... .... Education and Experience Requirements: * Bachelor's degree...
- ...and for your future. Position Title: Financial Advisor Business Unit: WM - FNIS Reports to: Varies... ...: Manages and services existing clients and Bank customers and builds stronger... ...GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities...Work at office
- ...Financial Advisor We are entrepreneurs working with entrepreneurs, owners working with high-... ...etc. Some trading and rebalancing of client portfolios. Meeting with clients individually... ...in business or finance. ~4+ years' experience as a personal financial advisor/planner...
$110k - $140k
...Description Our mission is to provide financial security and peace of mind through our insurance... ...of financial products and services to clients who are striving to establish strong... ...or prior leadership/ownership experience. Upside Income Potential: Industry-leading...Local area- ...united in delivering the best experience for our customers. We work... ...aimed at improving customer financial wellbeing and creating loyalty... ...employees to be: Customer Focused - Knowledgeable of the values... ...Accountability, Banking, Client Loyalty, Customer Experience...Full timePart timeWork experience placement
- ...HFA Financial Advisor Senior - Branch The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their... ...to deliver a great customer experience to all customers and prospective...Temporary workWork at officeRemote workWork from homeFlexible hours
- ...Description Job Description Our client is a global leader in... ...Position Overview The Financial Analyst or Senior Financial Analyst... ...institution ~1-5+ years of experience in finance and/or accounting... ...specialized recruiting firm focused on accounting, finance, procurement...Permanent employmentContract workVisa sponsorship
- ...looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer... ...stipend of $525 per week. Career growth paths include: Financial advisory Sales specialist Product Support Sales...InternshipMonday to Friday
- ...Management is a collaborative, client-centered wealth... ...key role in supporting advisors and delivering comprehensive financial planning to clients. This... ...Planning Team, this role focuses on financial plan development... ...professionalism • Experience with financial planning...Work at office
$77k - $202k
...business applications, helping clients optimize operational... ...a Senior Associate, you will focus on building meaningful client... ...using and managing the Oracle Financials software, an integrated financial... ...degree At least 2 years of experience What Sets You Apart Preference...Full timeH1b- .... As a leading global financial services company at the... ...to collaborate with clients, driving transformative... ...of Director, Wealth Advisor to join our Wealth Management... ...of education and experience required; advanced/... ...financial services experience focused on a particular client...Work experience placementLocal areaWorldwideFlexible hours
- ...Fellow Advisor, Do you feel unappreciated? Are your ideas... ...your wings and help your clients fly. We are an independent firm... ...to help Gen X get on track financially. They have so many competing... ...is a plus ~3+ years experience as a financial advisor ~...Full timeRemote workWork from homeFlexible hours
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