Insurance & Financial Services Advisor - Client Planning
Brendan Garvey - State Farm Agent
Brendan Garvey - State Farm Agent is seeking a results‑driven team member to support daily operations and grow the agency through strong customer relationships in insurance and financial services. You will act as a liaison between customer needs and agency departments, helping clients select suitable insurance and financial products. Grow your career as you engage customers with a proactive, sales-minded approach, contributing to community growth and agency success. #J-18808-Ljbffr Brendan Garvey - State Farm Agent
- Bankers Life in the United States seeks Financial Advisors to grow a client base and provide personalized financial planning. You will receive industry-leading training, mentors, and access to Bankers Life products to serve clients effectively. Ideal candidates hold Life...SuggestedFlexible hours
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire... ...roles, client services, or client-facing roles... ...paid study programs for insurance licensing, SIE, Series 6,...SuggestedFull timeWork at officeFlexible hours
- ...Registered Representative - State Farm Agent Team Member to market financial products and educate customers on options. Your analytical... ...financial needs analyses, presenting investment options, managing client portfolios, and staying current with market trends and...Suggested
- ...Financial RepresentativeThe purpose of the Financial Representative... ...the needs of middle-income clients by educating them on risk... ...appropriate marketing plan to sell insurance and investment solutions.Travels... ...sales, conservation, and service.Adequately prepares for and...SuggestedWork at officeLocal area
- ...Description Bankers Life® Financial Advisors help clients live more and worry less... ...personalized financial planning. They are business owners... ...competitive roles, client services, or client-facing roles \n... ...Fully paid study programs for insurance licensing, SIE, Series 6,...SuggestedWork at officeFlexible hours
- ...Solutions, we believe that financial security is... ...in supporting military service members and their loved... ...ll serve as a trusted advisor, educator, and advocate... ...management to retirement planning and home ownership. By... ...Written Communication Client Relationship Building...Full timeContract workTemporary workRemote work
- The Western and Southern Life Insurance Company is looking for a full-time Financial Representative to serve Monaca, PA. You will engage with clients in the community to understand their financial needs and goals and offer impactful solutions from a comprehensive line of...Full time
$105k - $250k
...group of experienced advisors that help... ...families attain their financial goals. Our Wealth... ...discoveries to understand a client’s short- and long-... ...financial plan that meets the client... ...a variety of services, including financial... ...investment management, insurance, and estate...Temporary workLocal areaFlexible hours- ...Bank is seeking a Wealth Advisor to build a branch-... ...thorough discoveries, tailor financial plans, and work with... ...opportunities while prioritizing client interests and team... ...comprehensive services such as financial planning, investments, insurance, and estate planning within...
- ...seeking a customer-focused lobby associate to engage clients and educate them on self-service banking options such as mobile, online and ATM. You will... ...process cash transactions, listen to clients' financial priorities, and connect them with solutions to meet their...
- PENN-OHIO VALLEY PA, based in Monaca, is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. The role emphasizes needs analysis and selling suitable financial solutions with ethical, client-focused...
- JLAN Solutions seeks a Personal Financial Counselor to provide direct financial counseling to service members and their families on budgeting, debt management, retirement planning, and home ownership, coordinating with DoD programs. This on-site role requires at least 5...
- ...is seeking a Lead Teller in Sewickley, PA to serve as a resource for resolving client servicing issues and coaching tellers in an in-branch environment. The role involves identifying financial wellness opportunities, guiding clients to bankers, and ensuring branch...
- ...guided by a common purpose to help make financial lives better through the power of every... ...Responsible Growth and delivering for our clients, teammates, communities, and... ...with conducting transactions through self-service resources, such as mobile banking, online...Work at officeFlexible hoursShift workWeekend workDay shift
- ...of proactive sales and service activities. Manages... ...improve the customer's financial wellbeing. Collaborates... ...ultimately elevating client loyalty. Delivers a full... ...and spouse/child life insurance; short and long-term... ...pension and stock purchase plans; dependent care...Full timeTemporary workPart timeWork experience placementWork at office
- ...Western and Southern Life Insurance Company (Western &... ...of Western & Southern Financial Group, a Fortune 500®... ...current and prospective clients in your community to... ...Southern Life’s benefit plans, subject to the terms... ..., including financial services newcomers, military veterans...Full time
- ...at improving customer financial wellbeing and creating... ...Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities... ...options; employee life insurance; 401(k) with PNC match,... ...and stock purchase plans; back-up child/elder care...Full timePart timeWork experience placementWork at office
- ...at improving customer financial wellbeing and creating... ...Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities... ...options; employee life insurance; 401(k) with PNC match,... ...and stock purchase plans; back-up child/elder care...Full timePart timeWork experience placementWork at office
$110k - $188.75k
...for a distribution role within the Client Coverage Group at State Street... ...and deepening relationships with financial advisors in the RIA channel across the Great... ...includes: our retirement savings plan (401K) with company match; insurance coverage including basic life,...Full timeTemporary workCurrently hiringLocal areaFlexible hours$18.75 - $25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and... ...resource in identifying and resolving client servicing issues, serve as the primary troubleshooter... ...questions and listen to clients to uncover financial needs and transition clients to a banker...Hourly payWork experience placementShift workDay shift$18.75 - $25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and... ...resource in identifying and resolving client servicing issues, serve as the primary troubleshooter... ...questions and listen to clients to uncover financial needs and transition clients to a banker...Hourly payDay shift- ...Referral And Financial Agents In Algeria, Morocco, Tunisia And Gambia Join Our International... ...in Canada with our expert immigration services. Job Description Leverage social... ...to build connections with potential clients. Excellent organizational and communication...Permanent employmentLocal areaRelocation
- ...access to internships and job placement services, and personalized coaching and mentorship... ...in Banking, Customer Success, or Insurance Operations & Claims, with access to internships... ...Career growth paths include: - Financial advisory - Sales specialist - Product...InternshipMonday to Friday
- ...Monaca branches. The role includes providing exceptional service, handling banking transactions, and opening accounts. The... ...and a strong work ethic. They will enjoy benefits like health insurance and a 401(k) plan. #J-18808-Ljbffr New Alliance Federal Credit Union IncFull time
$17 - $18.5 per hour
...provide consistent exceptional service for our members. They are... ...assisting members with their financial needs, including routine banking... ...Health, Dental, and Vision Insurance for employees and their dependents. Paid Time Off. 401(k) Plan Life, Short-Term, and Long-Term...Hourly payFull timeTemporary workRelocationMonday to FridayShift workDay shift- Confidential Careers is seeking a Financial Analyst in the United States to support budgeting, forecasting, and reporting across departments. You will build models, analyze variances, and provide actionable insights to guide resource allocation. The role emphasizes collaboration...
- ...on Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution...Work at office
- ...responsible in compiling the information necessary to make successful collection presentations to customers. Will provide customer service support. Abide by Robinson-Pattman Act, Fair Debt Collection Practices Act, Cannons of Business Credit Ethics, and Eaton Ethics Policy...
- ...PNC Financial Services Group, Inc. is hiring a part-time Teller in Moon Township, PA. The role focuses on delivering a welcoming customer experience, processing transactions, and educating customers on product options. You will identify opportunities to strengthen customer...Part timeWork at office
- ...experience (including military service) may be considered. PNC... ...vision options; employee life insurance; 401(k) with PNC match, pension and stock purchase plans; back-up child/elder care; adoption... ...robust wellness program with financial incentives. In addition, PNC...Full timePart timeWork experience placementWork at officeShift work
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