Financial Services Advisor - Portfolio & Planning
State Farm Agent
State Farm Agent is looking for a Financial Services Manager in Weatherford, Texas. The role involves educating customers on financial products and assisting with financial planning and investment options. The ideal candidate will have over 3 years of experience in financial services, strong analytical skills, and preferred FINRA licenses. The position offers competitive compensation and benefits, including 401(k) matching and health insurance. #J-18808-Ljbffr State Farm Agent
Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Financial Services Advisor - Portfolio & Planning in Weatherford, TX vacancy
- Craigbagley in Weatherford, Texas is looking for a Financial Services Manager to market financial products and support customer financial planning. The role involves consulting with customers, conducting financial reviews, and ensuring compliance with regulations. Applicants...Suggested
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 50... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...monitor, and adjust the branch business plan to increase branch effectiveness and achieve...SuggestedWork at officeWork from homeHome officeFlexible hours- ...insurance Paid time off ROLE DESCRIPTION: As a Financial Services Manager with Mader-Bagley Insurance, you will... ...: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial...Suggested
$55k - $95k
...Financial Services Representative Salary Range $55,000 - $95,000 Established State Farm agency is hiring a Licensed Financial Services... ...65, 6, and/or 63 licenses. This role focuses on financial planning, investment-related services, insurance-based financial...SuggestedBase plus commissionFull time- ...regulatory and risk management standards. This role monitors portfolio performance and supports ongoing reporting of loan... ...relationships with customers through proactive service and communication. Gather financial documentation. Ensure loan files meet internal policies...SuggestedFull timeWork at officeMonday to FridayWeekend workAfternoon shift
- ...through a variety of proactive sales and service activities. Manages the customer experience... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem... ...with PNC match, pension and stock purchase plans; dependent care reimbursement account; back...Full timeTemporary workPart timeWork at office
- ...individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a... ...procedures.Prioritizes client demands.Provides impeccable customer service.Communicates professionally with all clients and colleagues....Flexible hours
- ...individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a... ...Prioritizes client demands. Provides impeccable customer service. Communicates professionally with all clients and colleagues...For contractorsWork at officeFlexible hours
- ...Responsibilities • Provide professional, prompt, and courteous customer service. • Accurately and efficiently process teller transactions,... ...Today: Let's help more Texans feel confident about their financial future, one transaction at a time. Equal Opportunity...Hourly pay
- ...loyalty through proactive conversations. The position emphasizes in-office work with a strong emphasis on customer service, risk management, and cross-functional collaboration to meet financial goals and protect the customer relationship. #J-18808-Ljbffr 3M HEALTHCAREWork at office
- First Financial is seeking a Teller I for Weatherford, Texas. The role involves processing financial transactions, maintaining accuracy, and delivering outstanding customer service in a fast-paced environment. Responsibilities include handling cash with integrity, following...
- Loansbyworld is seeking a Financial Services Representative in Weatherford, Texas. You will be the face of Loansbyworld, guiding customers through their financial journey while maximizing branch growth. The role includes processing loan applications, providing outstanding...
- First Financial Bank in Fort Worth, TX is seeking a Mortgage Loan Officer to provide secondary market mortgage loans to consumers. You will... ...partners to generate referrals, deliver excellent customer service, and ensure adherence to FNMA/FHLMC/FHA/VA guidelines. Strong communication...
- A financial services company in Weatherford, TX is seeking candidates who excel in customer service for a key operations role. The successful applicant will handle cash management, loan applications, and ensure compliance with lending regulations. Candidates must be 18...
- ...individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a... ...Prioritizes client demands. Provides impeccable customer service. Communicates professionally with all clients and colleagues...
- First-Financial-Bankshares in Aledo, Texas, is seeking a frontline Teller to process financial transactions promptly and accurately while upholding bank policies and delivering impeccable customer service. The role requires a high school diploma or GED, with a Bachelor...Weekend work
- ...individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a... ...procedures. Prioritizes client demands. Provides impeccable customer service. Communicates professionally with all clients and colleagues....For contractorsWork at officeLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Advisor - Portfolio & Planning. Be the first to apply!
Related searches
- financial institutions Weatherford, TX
- ally financial Weatherford, TX
- finance financial Weatherford, TX
- financial Weatherford, TX
- financial banking Weatherford, TX
- financial sales Weatherford, TX
- public finance Weatherford, TX
- accounting finance Weatherford, TX
- financial services professional Weatherford, TX
- finance degree Weatherford, TX


