Member Financial Wellness Advisor
Park-Community-Credit-Union
Park Community Credit Union in Louisville, KY is hiring a Financial Relationship Advisor I to support members with credit union needs, open accounts, and guide them to the right services. You will build lasting relationships and provide personalized financial solutions to help members achieve wellness. You will process teller transactions, assist with lending needs, and ensure compliance with policies. Strong communication and cash-handling experience are preferred in this role. #J-18808-Ljbffr Park-Community-Credit-Union
- Park Community Credit Union in Kentucky is seeking a Financial Relationship Advisor I to support members with account setup, problem resolution, and financial guidance. You will process teller transactions, assist with lending needs, and navigate members through digital...Suggested
- ...Apprisen is seeking a Financial Services Specialist to empower clients with personalized financial plans while working from home in a flexible... ...data, and present tailored options to improve their financial well-being. The position emphasizes community outreach, ongoing...SuggestedRemote workWork from homeFlexible hours
- Apprisen is seeking a Financial Services Specialist to revolutionize financial well-being. Join a remote team at the forefront of financial education and counseling. You'll engage with clients, analyze their financial situations, and develop personalized plans to meet their...SuggestedLocal areaRemote work
- ...Member Service Representative/TellerLiberty FCU, a full-service credit union, is seeking a Full-Time Member Service Representative/Teller... ...service skills, professionalism, and confidentiality. Previous financial institution experience is preferred. Candidates must be...SuggestedFull timeTemporary workWork at officeFlexible hoursNight shift
- ...office is located in Jeffersonville, IN on Veterans Pkwy. I have been a State Farm agent since 2006. We currently have 10 team members at our agency. Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor...SuggestedFor contractorsWork at office
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management...Full timeContract workFor contractorsWork at office- ...interactions to support acquisition goals.Collaborate with team members to coordinate outreach strategies.Track activity and report... ...in Louisville, KY and help customers with their insurance and financial services needs, including:Auto insuranceHome insuranceLife insuranceRetirement...For contractorsWork at office
$20 per hour
...Description Job Description Teller / Member Services Associate - FULL-TIME Schedule... ...accurate transactions, offering financial solutions, and delivering outstanding service... ...Readjustment Assistance Act of 1974, as well as the various other federal, state and local...Full timeLocal area$42k - $65k
...interactions to support acquisition goals. Collaborate with team members to coordinate outreach strategies. Track activity and report... ...will help you achieve YOUR goals? This busy insurance and financial services office has a passion to make a difference in the lives...For contractorsWork at office- ...starting my 18th year as a State Farm agent and have been with the company for more than 24 years. Our team is made up of seven full-time members who are passionate about helping people and creating meaningful relationships with our customers. We offer health insurance,...Full timeWork at officeWorldwideFlexible hours
$50k - $100k
Acquisition Specialist - State Farm Agent Team Member Full Time in Louisville - KY Benefits Paid time off Parental leave Profit sharing 401(k) matching Bonus based on performance Tuition assistance Training & development Competitive salary You May Be a Great...Full timeFor contractorsWork at office- ...flexibility to work until 7pm. Looking for Kentucky. Must reside in Jerfferson County. Job Description Evaluation of Members: - Identifies and escalates quality of care issues through established channels. - Utilizes negotiation skills to secure...Shift work
$77.9k - $199k
...variety of Impact Network Groups led by team members who are passionate about driving engagement... ...currently seeking a High Net Worth Wealth Advisor. This group is a business designed for clients with diverse and complex financial priorities; those with a need for robust...- ...sales results to meet or exceed established goals • Maintain accurate customer records and documentation • Collaborate with team members to support agency growth initiatives • Ensure compliance with agency procedures and insurance regulations Qualifications •...Base plus commissionFor contractorsLocal area
$120 per unit
...computer for a reasonable length of time typing and reading as well as when presenting. Ability to handle a high volume of work... ...Company is an Equal Opportunity and Affirmative Action Employer and a member of E-Verify. All qualified applicants, including minorities,...Daily paidLocal area- ...Overview Regional Director at Modern Woodmen of America. Launch your financial services career with an organization that positively impacts... ...built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities...Full timeWork at officeLocal area
$50k - $80k
...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. As a Financial...Full timeWork at officeFlexible hours- ...Bonus based on performance Competitive salary Flexible schedule ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Lisa Sams - State Farm Agent, you will successfully market the financial products that manage everyday...Flexible hours
$17 - $29.75 per hour
...National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness... ...strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client...Full time- ...experience. Proactively assess clients' financial positions to identify needs, uncover opportunities... .... Confidently consult with team members on complex transactions (e.g., check... ...including business outreach and financial wellness presentations. Support sales and service...Full timeInternshipFlexible hoursNight shift
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$15 per hour
...Director, and Wealth Management Advisor at Prudential Advisors. Take... ...opportunity will work within a team of Financial Advisors whose goal is to... ...Professional is a key member of our team. Responsibilities... ...may enroll in a 401(k) plan, as well as participate in Company-sponsored...Minimum wageFull timeContract workPart time- ...individuals who want more than just a job. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-... ..., and Optavise. About the Role As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized...
- ...Job Description Job Description VyFy Wellness Club, a division of MagnaWave, Inc., is currently seeking a reliable PART-TIME Wellness... ...building relationships and creating a welcoming experience for members. Assist customers as they receive services: cryotherapy, red...Part timeAfternoon shift
- ...disclosures, and other relevant data. Work closely with other members of department to ensure exceptional service is provided to... ...documents or other confidential information. Ability to work well under pressure. Ability to perform multiple job functions and...Temporary workWork at officeWeekend work
- ...to achieve this. That’s why all Commonwealth Credit Union Team Members are expected to live our Team 1 culture in all facets of their... ...as our front-line staff, working with our members to meet their financial needs. They greet our members as they enter the branch, process...Full time
- ...Description Northwest Tellers are important members of our retail network team because they... ...education service, and uncovering financial needs for referral to the appropriate line... ...ESSENTIAL FUNCTIONS: Achieve financial wellness activity goals, such as identifying referral...Full timeWork experience placementWork at officeWeekend workAfternoon shift
- Job Description Evaluates the financial condition of individuals and businesses through the annual review process. Analyze and spread borrower... ...of the Commercial Loan Policy and NCUA regulations regarding member business lending. Oversees and manages financial information...Temporary work
- ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales... ...role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for...Work experience placementWork at office
$100k
...Job Description Job Description Role: Financial Advisor – Growth & Client Strategy Work Setup: Hybrid / Remote Compensation: Up to $100K base + incentives + equity track The Opportunity Join a rapidly expanding financial services platform built for advisors...Remote workShift work
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