Client Services Advisor - Financial Planning
Thrivent
Thrivent is seeking a Service Advisor in Tallahassee, Florida, responsible for supporting the existing client base by working closely with Lead Advisors and independently. Key tasks include maintaining client relationships, resolving inquiries, and assisting in client meetings. The ideal candidate should possess relevant securities registration and have at least two years of customer service experience. A competitive compensation package is available, reflecting skills and experience. #J-18808-Ljbffr Thrivent
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Services Advisor - Financial Planning in Tallahassee, FL vacancy
$40k - $60k
Thrivent Financial for Lutherans is seeking a Service Advisor to support the North Central Florida Group. In this role, you will maintain client relationships, assist Lead Advisors, and work independently to ensure client requests are handled efficiently. Applicants should...Suggested- Addition Financial is seeking a Financial Advisor to serve the Tallahassee/South Georgia area. In this role... ...provide comprehensive financial planning using a client-first approach. Collaboration... ...licenses, with experience in financial services and strong interpersonal skills....Suggested
- JPMorgan Chase & Co. is seeking a Private Client Banker in Florida to manage... ...relationships, collaborating with specialists on financial matters, and ensuring compliance with regulatory... ...experience in banking or financial services. The role requires excellent...Suggested
- ...communication skills? Are you comfortable providing noteworthy customer service and building relationships along the way? Your skills could be... ...Story” as a Customer Service Representative ! Professional Financial Services (PFS) has been purchasing retail installment contracts...SuggestedTemporary workLocal area
- ...role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. Responsibilities Deliver results on store profitability goals. Provide...SuggestedHourly payTemporary workLocal area
- ...Cashing Store in Florida is seeking a dynamic sales professional to enhance customer service and drive store profitability. The ideal candidate will have at least one year of financial services and sales experience, and a passion for helping customers meet their financial...
- Position Title: Financial Service Representative Department: Member Services Reports To: Financial... ...the primary point of contact for our clients, providing them with comprehensive financial... ...including health insurance, retirement plans, and paid leave. Opportunities for...Full timeWork at officeFlexible hoursAfternoon shift
- ...seeking an Associate Relationship Banker in Florida to provide exceptional client service in branch operations. This role focuses on establishing strong client relationships and utilizing financial solutions to meet client needs, while ensuring adherence to bank policies...
- A financial institution is seeking a consultant to serve customers by conducting financial profiles, identifying needs, and cross-selling... ...a preference for a business degree and experience in customer service. The position promotes a collaborative environment and requires...
- ...involves serving customers through financial consultations, maintaining existing client relationships, and performing... .... Candidates should have customer service experience, preferably in cash handling... ...health insurance, a retirement plan, and paid time off to ensure financial...Full time
$80.9k - $115.5k
What Financial Planning & Analysis contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and...Temporary workWork experience placementLocal areaFlexible hours$24 - $26 per hour
Overview Join Us as a Financial Aid Advisor! Are you passionate about helping students achieve their... ...family members through ASPCA Health Plan Enrollment : Eligibility starts first of... ...Deliver Excellence: Provide exceptional service with compassion, clarity, and...Hourly payImmediate startFlexible hours$67.5k - $96.3k
What Finance Operations contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards...Contract workTemporary workLocal areaFlexible hours- A financial institution in Tallahassee is seeking a Financial Service Representative to provide personalized service and support to clients. The role involves educating clients on financial products, managing accounts, and ensuring compliance with regulatory standards....
- ...with banking regulations. The role involves processing accounts and cash handling, requiring strong interpersonal skills and financial services experience. Preferred candidates will have at least 4 years in financial services and the ability to work in a flexible schedule...Flexible hours
- ...seeking a qualified individual to provide comprehensive financial advice and customized solutions to clients. The position involves triaging client leads, client... ...of one year of relevant experience in financial services is required. Strong skills in relationship building...
$70.1k - $95k
...Provider Payment Modeling team in Tallahassee, Florida. The role involves supporting Medicaid health and human services initiatives through data collection and financial modeling, requiring strong analytical skills and a bachelor's degree. Ideal candidates will demonstrate...$16 per hour
...Officer Position Summary Provide superior and quality customer service. Responsible for processing both business and consumer banking... ...times, to cross sell bank products. Essential Activities Process financial transactions in the teller platform system, with a high degree...Hourly payFull timeWork at office$16 per hour
...looking for a Relationship Banker I/Teller in Niceville, FL. This full-time role involves providing excellent customer service, processing financial transactions, and managing a cash drawer. Candidates should have a high school diploma, effective communication skills,...Hourly payFull time$1,000 per month
...Overview College Financial Representatives in the internship program... ...an integrated financial planning practice from the ground up.... ...network to build your business and client base Develop and execute... ...Financial Representative or Advisor role upon graduation. #LI-Onsite...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Tallahassee, FL2 days ago- AgileEngine, LLC. is seeking a Senior Workday Financials Consultant to join our high-performing Finance Solution Delivery team. This role requires over 4 years of hands-on experience with Workday Financials and the ability to handle various production and project-based...Remote jobFlexible hours
- ...Central Florida Group, an established financial services practice for Thrivent located in... ...skill sets of experienced financial advisors to serve more clients and accelerate your career. In this... ...in support of client relations and planning activities. The person in this role...Full timeWork at officeLocal area
- Universal Health Services is looking for a Financial Counselor/Biller at Coral Shores Behavioral Hospital in Florida. The role involves conducting financial assessments, collecting payments, and managing billing procedures. Candidates must have a High School Diploma and...
- ...impact providing expert financial advice with heart.... ...different kind of financial services firm, one that puts... ...’s comprehensive advisor onboarding program. After... ...achievable advice and connect clients to Thrivent products... ..., and dedicated planning fees for those who qualify...
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...where you can help your clients achieve their goals through financial planning. On your path to becoming a financial... ...• Investment & Advisory Services • Trust Services • Retirement Solutions...Work at office- A financial services company in Tallahassee is seeking a professional to provide financial advice and customized client solutions. The role includes triaging leads, building financial plans, and recommending products to clients. Candidates must hold Series 7 & 66 licenses...
- AgileEngine, LLC. is seeking a Senior Workday Financials Consultant for its team in Tallahassee, Florida. This role involves providing configuration and support across Workday Financials. You will work closely with Finance and Procurement teams, requiring over 4 years...Remote jobFlexible hours
$102.5k - $187.9k
...Young Oman is looking for a Senior Technology Analyst based in the United States to strengthen their Oracle Services practice. The candidate will engage with clients and internal teams, ensuring project delivery while leveraging expertise in Oracle NetSuite...Flexible hours- ...common purpose to help make financial lives better through the power... ...company and how we deliver for our clients, teammates, communities and... ...goals, building a financial plan, and recommending brokerage... ...to appropriate internal service providers based on client needs...Temporary workShift workDay shift
$61k - $250k
Northwestern Mutual is looking for a Financial Advisor in Tallahassee, Florida, offering the opportunity to develop a financial planning business. Responsibilities include growing client relationships and managing diverse financial plans. Candidates should possess a Bachelor...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Advisor - Financial Planning. Be the first to apply!
Related searches
- customer service representative csr Tallahassee, FL
- customer retention representative Tallahassee, FL
- service representative Tallahassee, FL
- client retention specialist Tallahassee, FL
- bilingual customer support specialist Tallahassee, FL
- customer service associate remote Tallahassee, FL
- employee relations assistant Tallahassee, FL
- full time customer service representative work from home Tallahassee, FL
- customer service representative apply online Tallahassee, FL
- contact representative (customer service representative) Tallahassee, FL