Financial Wellness Advisor: Elevate Members' Finances
DOLFCU
Labor Credit Union, located at 3601 St Barnabas Rd., Hillcrest Heights, MD, seeks a Financial Wellness Advisor (Member Service Representative). This branch-based role delivers financial services via phone, video, email, or chat, while recommending Labor CU products and services to members. Strong financial services and sales skills are required, with excellent verbal and written communication. HS diploma or GED is required; some college preferred. #J-18808-Ljbffr DOLFCU
- ...the empowerment of our team members. Through this emphasis on empowerment... ...dental, and vision plans, as well as a health savings account... ...to help employees achieve financial, mental and physical well-... ...Position: Financial Wellness Advisor (Member Service Representative...SuggestedRemote work
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- Job Description First Command Financial Advisors coach military families in their pursuit of financial... ...financial plan. Help manage day‑to‑day finances, build lifetime assets, and protect... ...for veterans, transitioning service members, and military spouses. Full sponsorship...SuggestedHourly payFor contractorsWork at officeLocal areaHome office
$50k - $60k
...Burke & Herbert Bank & Trust The Financial Advisor is a client-facing representative of Burke & Herbert Wealth Management who will assist... ...Establish and maintain partnerships with retail branch team members at branches within assigned area. Other Duties...SuggestedFull timeWork at officeLocal areaRemote work- ...been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor... ..., insurance solutions, day-to-day finances, and estate considerations-tailored to...SuggestedFor contractorsLocal areaFlexible hoursShift work
- Andrews Federal Credit Union is seeking a Financial Service Representative to build member relationships and deliver world-class service. You will promote membership products and explain policies, rates, and accounts while helping members meet financial goals. The role...
$21 - $23 per hour
...Job Description Job Description Job Title: Member Services Representative Industry: Banking / Financial Services Location: Washington, DC Assignment... ...Addison Group is partnering with our client, a well-established financial institution, to hire an experienced...Permanent employmentContract workWork at officeLocal areaMonday to FridayFlexible hoursDay shift$65k - $73k
...part of our team. The Finance Associate provides essential... ...follow up with team members on action items/... ...confirm tax ID, provide W9, elevate concerns to Revenue... ...verification letter Financial Planning & Analysis Support... ..., retirement, wellness benefits, and paid time...Work experience placementRemote workMonday to Friday$40k - $70k
Financial Services Representative State Farm Agent Team Member As a Financial Services Representative State Farm Agent Team Member with Jose Herrera - State Farm... ...services. Qualifications: Bachelor's degree in finance, economics, accounting, or a related field. Must...For contractorsWork at officeWork from homeFlexible hours- ...NASA Federal Credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. Prepares... ...program and ensures on-going quality service to existing member/clients. ESSENTIAL DUTIES AND RESPONSIBILITIES include...Full timeTemporary workPart timeWork at officeImmediate startFlexible hours
- ...is a bonus; eagerness to learn is a must Comfort with CRM tools and technology to boost your productivity If you’re ready to elevate your career to the next level and join a winning team that celebrates ambition and success, apply now and start your journey with us...Base plus commission
- ...Company parties ROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with Jose Herrera - State Farm Agent, you will successfully... .... QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field....Work at officeWork from homeFlexible hours
$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$118.48k - $148.1k
...investing in AI as a business accelerator and provide every team member access to AI tools in service of creating better experiences... ...Promote security awareness and best practices among Roverines to elevate company-wide security culture Your qualifications ~ BS in...Full timeWork experience placementWork at officeLocal areaRelocation2 days per week- ...Center wants you to join the team as a Patient Financial Advisor! We are seeking an enthusiastic and dedicated team member to prepare estimates for procedures and services... ..., schedules are respected, and personal well-being is valued. Why chose ROC? Full time benefits...Full timeWork at office
$95.55k - $195.25k
...supporting Transformation in Operations/Finance , you will collaborate with Tax... ...Trusts, and Indirect Tax services, as well as cross-thread activities such as... ...to enable client service delivery. Members of Tax Transformation elevate Deloitte Tax Professionals, in order...Work at officeVisa sponsorship2 days per week3 days per week$50k - $80k
Financial Advisor - Educational Systems Federal Credit Union The LPL Financial partnership through TruStage offers a complete menu of financial... ...and you will be joining a team dedicated to helping members in every stage of their financial life. This position will allow...Local area- Magellan Health is looking for a Financial Counselor in Arlington, Virginia, responsible for providing personal financial services at military installations. Candidates should have at least 3 years of experience in financial counseling and possess a Bachelor's degree or...Remote jobTemporary work
$88k - $150k
...wealth creators with complex financial lives, delivering integrated... ...seeking an experienced Family Advisor to join our advisory team and... ...client families, their family members, and their trusted external... ...~ Parking available ~ Wellness reimbursement ~ Regular team...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Just as we work to improve our clients’ financial well-being, we also work to strengthen local... ...than 90 years. The Apprentice Financial Advisor Program is designed to provide a multi-year... ...team or individual) as a producing team member, adding value to the practice by...Permanent employmentApprenticeshipTraineeshipWork at officeLocal areaRelocation
- ...over with a written log. Review alerts and decide what to do — elevate, contain, or close with your reasoning noted. Handle... ...veteran hiring — we encourage veterans and transitioning service members to apply and welcome the unique skills and experience you bring...Contract workImmediate startShift workNight shiftRotating shift3 days per weekWeekday work
- ...interactions to support acquisition goals.Collaborate with team members to coordinate outreach strategies.Track activity and report... ...realize their dreams.We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...For contractorsWork at officeImmediate start
- ...Job Description Job Description Financial Advisor Confidential RIA | Washington, D.C. A growing independent wealth management firm... ...completed. Partner with internal specialists and junior team members to deliver coordinated, high quality client advice....Work at office
- ...comprehensive client programs and coach clients toward their health goals. You will monitor sessions, assess progress, and deliver exceptional member service. The role requires at least 1 year of personal training experience, a Certified Personal Trainer credential, CPR/AED...
- ...transactions via self-service tools, and processing cash with accuracy. The position emphasizes deep client conversations to uncover financial priorities and connect clients with appropriate solutions. Requirements include enthusiasm, relationship-building, and the ability...Weekend work
$40k - $75k
...inquiries or concerns they may have. Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financial services that benefit our customers. Team Collaboration: Collaborating with our dedicated team to create a seamless customer...Full timeFor contractorsWork at officeWeekday work- ...Location: Annandale, VA About Anh Nguyen State Farm Agency Anh Nguyen State Farm Agency is a leading provider of insurance and financial services, committed to helping individuals and families protect what matters most and achieve their financial goals. We take pride...Base plus commission
- ...ready for an exciting career in the financial services industry? If so, Andrews Federal... ...top priority remains to help our members achieve financial wellness. With a positive workplace culture... ...loan decisions. Serve as financial advisor and constructive financial critic to...Full time
- ...management if there are any issues. Handle member complaints and escalations. Assist the... ...collateral evaluation, member account data, financial statements, tax returns, pay stubs and... ...interest rates, policies and procedures as well as lending regulations.Other duties as...Work experience placementWork at officeShift work
$130k
...Our Finance team helps drive smart, data-informed decisions across a fast... ...numbers into action. This role goes well beyond reporting: you'll build unit-level financial models, partner closely with... ...best here at work. EDUCATION – Team member education and learning budget on...Work at officeLocal areaWork from homeFlexible hours
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