Financial Representative
Davis Family Financial LLC
We are seeking a motivated and client-focused Financial Representative to help individuals, families, and business owners develop personalized financial strategies. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. Qualifications Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Soft background check required Able to complete licensing requirements within 14 days #J-18808-Ljbffr
$19.23 - $28.37 per hour
...% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role...SuggestedHourly payDay shift$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Financial Advisor - Kenmore, NY Launch your advisory career with M&T Bank. We're seeking a licensed banker or early-career... ...T Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is...SuggestedWork experience placement
$45k - $100k
...anticipated to remain open for 30 days, from 12-May-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$53.41k
...Financial CounselorSkip to main content#Financial Counselor page is loaded## Financial CounselorApplylocations: Hospitaltime type:... ...Provide guidance, training, and support to Financial Clearance Representatives and Payment Services team members What You’ll Bring We’re looking...SuggestedFull timeWork at officeShift workDay shift- ...Financial Advisor At Catalyst Capital Consulting, we value our deep relationships with candidates who believe in integrity, accountability and growth. Our recruiting process aligns your career and practice goals with the right opportunity. Our client believes that...
- ...Lemonade Stand and Camp Good Days. Just as we help families achieve financial security and peace of mind, we also invest in the growth and... ...NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including...Full timeInternshipWork at officeLocal areaWork from homeVisa sponsorshipFlexible hoursNight shift
$75k
...Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with...Start working today$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payWork experience placementFlexible hoursDay shift- ...Relationship Banker At Five Star Bank, our people are our greatest competitive advantage. As a Relationship Banker, you will combine expert financial knowledge with an advice-led approach to deliver personalized solutions and build lasting customer relationships. You’ll drive...Bank staffWork at officeLocal areaFlexible hoursRotating shiftAfternoon shift
$25 - $38.46 per hour
...Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable...Hourly payWork experience placementFlexible hoursDay shift- ...Job Description Job Description As a Financial Professional with MassMutual New York State you will guide individuals, families and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines. You will be given...
$25 - $26.77 per hour
...Execute the bank’s risk culture and strive for operational excellence. Build relationships with clients to understand and meet their financial needs. Follow established processes and guidelines to do what is right for clients and the bank. Manage financial center traffic,...Hourly payShift workWeekend workDay shift$18 - $26.21 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Float tellers will frequently travel to different branches within a designated area...Hourly payImmediate start$21 per hour
...complete simple transactions. You’ll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step....Hourly payLocal areaFlexible hoursAfternoon shift- ...Lancaster, SC, US 19 days ago Requisition ID: 2075 Relax... Join our Team! Founders Federal Credit Union helps our members attain their financial goals. Our innovative services, convenient locations, and friendly employees are dedicated to our members and their financial...Hourly payFull timeTemporary workRemote workMonday to FridayFlexible hours
$18 - $26.21 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner.**Primary Responsibilities:**Adhere to the established customer service standards...Hourly payImmediate start- ...written communication skills to conduct productive and meaningful loan interviews and analysis. Strong analytical ability to interpret financial information and credit worthiness of applicant. In-depth knowledge of commercial and collateral documentation Good loan...Temporary workFlexible hours
$150k - $200k
seeking a finance attorney with 6+ years of significant experience for the firm’s Rochester or Buffalo office This Jobot Job is hosted by: Monica Feltz Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $150,000 - $2...Work at officeLocal areaRemote work$21 per hour
...complete simple transactions. You’ll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step....Hourly payLocal areaFlexible hoursAfternoon shift$37 per hour
...with bank clients and delivers solutions by identifying referral opportunities for new products and services based on the customer's financial goals. The Teller performs efficient and accurate banking transactions while: Communicating clearly with clients aking...- ...them with a sense of control. At ConServe, we call it Fostering Financial Freedom®. We take great pride in being a team of the right... ...Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully...Permanent employmentWork at officeRemote workMonday to FridayFlexible hoursShift workDay shift3 days per week
- ...TradeJobsWorkForce in Buffalo, NY seeks a detail-oriented professional for financial analysis and loan risk assessment. Responsibilities include analyzing financial data, evaluating loan documents, performing risk assessments, and ensuring compliance with loan covenants...
$23.08 - $34.62 per hour
...of Key's clients and Key. Education High School Diploma (required) Work Experience A minimum of 1-year experience in brokerage or financial services (required) Licenses and Certifications FINRA License S6 (required) FINRA License S63 (required) FINRA Security Industry Essentials...Hourly payWork experience placementWork at officeFlexible hours- Job Description Job Description Our primary mission at Sedara is to bring valuable security services and products to customers in order to better protect their environment, data, employees and brand. We are here to help provide a better understanding of security best...
$20.55 - $34.25 per hour
...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively with...Hourly payFull timeLocal area- ...Functions: Under general supervision from the Director, the Financial Aid Advisor (FAA) is responsible for counseling and advising... ...literacy, debt management and maintaining good academic standing · Represent the Financial Aid Office at various on and off-campus...Work at officeAfternoon shift
- ...solutions. Candidates should possess a Bachelor's degree and have 2-4 years of ERP implementation experience, preferably with Oracle Financial Applications. The position includes a competitive salary package, emphasizing professional growth and a hybrid work model. #J-1880...
$24 - $27.5 per hour
Job Description Job Description Since 1999, Premium Mortgage Corporation has been providing residential mortgages across New York State and beyond, offering competitive interest rates and a wide variety of loan programs to fit the needs of homebuyers. Headquartered...Hourly payLive outWork at officeLocal area$130.73k
...location. Duties: Assess analyst work and creditworthiness as a senior on the team and assign appropriate credit rating by credit & financial analysis. Review & underwrite the structuring of annual & transaction Credit Approval Memos. Complete/Review due diligence of...Full timeRemote work
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