Financial Wellness Advisor
OnPath Federal Credit Union
OnPath FCU is seeking a Financial Advocate to build relationships with members, present personalized solutions, and promote products that improve their financial well‑being. You will handle routine transactions, process deposits and loans, and deliver exceptional service in a fast‑paced, member‑facing environment. As a frontline representative, you’ll work with team members to cross‑sell checking, loans, credit cards, and referrals, while staying informed on products and policies. #J-18808-Ljbffr OnPath Federal Credit Union
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$45k - $55k
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- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
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$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours- ...managing titled units. Oversee and maintain loan files for customers. Monitor and update the loan system to ensure customer financial data is current and that collateral is secured. Key items tracked include mortgages, title policies, UCC filings, lien cards,...Work at officeLocal areaRemote work
- ...Guide members through the loan application process · Perform financial evaluations and offer tailored loan solutions · Ensure submission... ...of the loan process Qualifications Team Player · Works well individually and as a member of a team Detail Oriented ·...
- ...degree (GED); Bachelor's degree preferred ~4-6 years related experience and/or training; 4-6 years mortgage lending or similar financial experience and/or education preferred ~ Equivalent combination of education and experience considered ~ Certificates, Licenses...Local area
- Regional Director at Southern Financial Group - Prudential Advisors Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us. In general, the...Full time
$60k - $250k
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Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Work at officeShift workDay shift- ...location listed in job posting. SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility for...Work at officeNight shift
- ...sampling requirements Read, become familiar with and follow at all times, all American Petroleum Institute (API) and IFIA procedures as well as customer and company policies and requirements As assigned by training person, perform basic inspection and sampling work in...TraineeshipWork at officeLocal areaLong distanceShift work
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