Financial Services Specialist
$40k - $45kADP
Salary Range: $40,000.00 To $45,000.00 Annually
Join Our Team as a Financial Services Specialist!
At Apprisen, we're revolutionizing financial well-being every day! We provide cutting-edge financial education and guidance to help our clients achieve personal money management success in a dynamic, fast-paced environment. Since our inception in 1955, we have helped over a million families and individuals. Our mission is clear: "Helping people improve their financial well-being through counseling, community outreach, and financial education."
Why You'll Love Working with Us
- Industry Leader: Join a team celebrated by Fortune, Investopedia,
and Forbes for excellence in credit counseling services. - 100% Remote & Flexible: Make a meaningful impact from the
comfort of your home! - Innovative Work: Leverage the latest technology to help clients achieve financial stability and success.
- Certification Opportunities: Achieve your Certified Consumer Credit Counselor Certification and enhance your expertise.
- Skill Development: Access continuous learning opportunities to expand your knowledge and skills in financial counseling and education.
- Gratifying Impact: Experience the heartfelt gratitude from clients whose lives you've helped transform.
- Voice and Influence: Be a valued voice within the organization, contributing to continuous improvements and innovations.
Awesome Benefits
- 401k
- Generous Paid Time Off plan
- Medical, dental, and vision insurance
- Life insurance
- Short and long-term disability
- Flexible Spending
- Public Student Loan Forgiveness Eligible Employer
What You'll Do
- Connect with Clients : Engage with clients in person, by phone, and online, building meaningful relationships and trust.
- Analyze and Advise: Dive deep into clients' financial information to develop personalized action plans that truly make a difference.
- Present Solutions: Offer tailored financial options and solutions, empowering clients to take control of their financial futures.
- Community Engagement: Represent Apprisen in local communities, providing invaluable financial education to groups and making a lasting impact.
What We're Looking For
- Passion for Helping Others: A genuine desire to make a positive impact in peoples' lives.
- Language Skills: Bilingual proficiency is a plus, but not required.
- Flexibility: Ability to adjust to varying schedules and work hours.
Required Skills
- Tech-Savvy: Strong computer skills and the ability to quickly adapt to new technologies.
- Educational Background: Bachelor's degree or equivalent work experience and education.
- Innovative Thinker: An innovative mindset to develop new solutions to complex challenges.
- Communication Skills: Excellent listening, verbal, and written communication skills to effectively connect with clients.
- Self-Motivated Learner: Strong self-learning skills to acquire new competencies independently.
- Organizational Skills: Excellent time management and organizational skills to handle multiple tasks efficiently.
Ready to Make a Difference?
Join us and be part of a transformative journey! At Apprisen, you'll be at the forefront of improving financial well-being through counseling, community outreach, and financial education.
Note: Satisfactory credit, background, and drug pre-employment screens required.
Apprisen is an equal opportunity employer.
#J-18808-Ljbffr- ...the next lower grade level, performing duties such as: Reviewing financial programs, processes, or operations to identify problems, assess... ...experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations...SuggestedPermanent employmentFor contractorsInternshipWork at office
$107.43k - $144.48k
...Hiring Agency: Defense Finance and Accounting Service This job announcement uses the USA Hire Assessment to evaluate applicants... ...under the 'Fed Internal Search' hiring path. Related Searches FINANCIAL SPECIALIST, FINANCIAL SPECIALIST jobs, FINANCIAL SPECIALIST careers,...Suggested- ...and functional recommendations to the Deputy Director on diverse financial management issues. Performs technical review of correspondence... ...may result in termination. Registered for Selective Service (males born after 12-31-1959) Suitable for Federal employment Time...SuggestedPermanent employmentFull timeTemporary workPart timeRemote workRelocationRelocation package
- ...Tennessee / South Dakota / Ohio / North Dakota / Nevada / Louisiana / Kentucky / Indiana / Florida / Georgia / Idaho / IowaFinance - Financial Planning & Analysis /Full-Time /RemoteSpreetail propels brands to increase their ecommerce market share across the globe while...SuggestedFull timeWork at office
- Job Posting Organizational Location: This position is with the Department of Homeland Security, within U.S. Customs and Border Protection, Office of Facilities and Asset Management, Operational Support Facilities Division, Project Delivery Branch located in Aliso Viejo...SuggestedWork at office
$81k - $121.6k
Job DetailsCNO Financial Group, Inc. (NYSE: CNO) is a leading insurance and financial services company focused on securing the future of middle‑income America. Through brands such as Bankers Life, Colonial Penn, and Washington National, CNO delivers life and health insurance...Full timeWork experience placementInternshipWork at office- ...evaluates military payroll systems and offices, establishing performance metrics (balanced scorecards, productivity reports) to drive service improvements. Provides oversight and customer support to the Army and Navy finance communities while resolving high-visibility...
- Job Announcement This job announcement uses the USA Hire Assessment to evaluate applicants. For more information, visit USA Hire Assessment. US Government Jobs
- ...Job Description Job Description Description: Financial Aid Officer Benefits ~ Front Loaded PTO ~ Tuition Assistance ~... ...member who assists in the student financial aid processes and services. We are searching for a team-oriented individual with excellent...Full time
$18 per hour
...Opensity Solutions is the largest tech‑enabled managed services organization serving leading law firms, financial institutions and professional services firms. At... ...in what they do best.Job DescriptionThe Service Specialist at Opensity Solutions is responsible for...Hourly payWork at officeFlexible hours- ...students for our 12-week paid summer internship program. Why Intern at First Merchants? Gain hands-on experience in the financial services industry Work on meaningful projects that impact the business Receive mentorship from experienced professionals...Full timeInternshipPrivate practiceSummer internship
- ...Financial Advisor Services Analyst Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment...
- ...Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Financial Representative Our teams connect! We collaborate onsite and have a hybrid work arrangement. All...Full timeWork at officeLocal area
$36k - $75k
...Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative...TraineeshipLocal areaHome office$100k
...Financial Representative (Training Provided) Choose a career where changing someone else’s life for the better is also life-changing... ...GOALS? Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good...Full timeWork experience placementWork at officeRemote workMonday to FridayFlexible hours- ...Acquisitions Specialist at Shawn Higgins - State Farm AgentAt Shawn Higgins - State Farm Agent, we're here to help people protect... ...realize their dreams.We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...Work at office
$97k - $192k
...Overview The Hill Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the... .... Exclusive training/development with experienced financial services professionals supporting you. An environment and culture of mutual...Work at officeLocal areaWork from homeFlexible hours- STI in Indianapolis, IN is seeking an Accounts Payable Specialist for a 5+ month on-site assignment. You will analyze financial information and prepare reports to maintain records of assets, liabilities, and other financial activities within the organization. The role...
$125k - $135k
...collaborative Government Programs team. We’re seeking a dedicated Financial Management Advisor to coordinate complex projects, review... ...function Accounting/Auditing and Finance Industries Financial Services, Hospitals and Health Care, and Government Administration Referrals...Full timeWork at officeRemote workHome office- ...Take your financial advisory career to the next level with the backing of a leading financial services organization. At Principal, you'll have access to a comprehensive suite of retirement, employee benefits, and wealth management solutions that help business owners and...Flexible hours
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune500¹ 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...Work at officeWork from homeHome officeFlexible hours- ...solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab s approach to investing.... ...years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the...
- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors... ...and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...years, Milliman delivers market-leading services and solutions to clients worldwide.... ...from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled... ..., healthcare, life insurance and financial services, and property and casualty insurance...Full timeTemporary workWork experience placementCasual workWork at officeWorldwideFlexible hours
- ...accuracy? FORUM Credit Union is looking for a Mortgage Servicing Investor Reporting Specialist to support critical investor reporting functions while... ...mortgage servicing, reporting, loan operations, or financial services experience. Employee Perks: ~ Competitive...Daily paidPermanent employment
$55k - $65k
...years of experience, we've grown to become one of the largest community banks in Indiana and Illinois, offering a full range of financial services-from personal and business banking to agricultural lending and mortgage solutions. Our mission is simple: deliver...Full timeTemporary workCasual workWork at officeLocal area- ...Principia Private Wealth – Associate Financial Advisor 2 days ago Be among the first 25 applicants Get AI-powered advice on this job and... ...targeted prospecting, and referrals. Deliver exceptional customer service at every stage of the client relationship. Commitment: Each new...
- ...serving your community and helping others? Is securing your financial independence and inspiring others to do the same important to you... ...insurance recommendations, and deliver exceptional customer service. This role is not like the others. You will learn from one...Base plus commissionFor contractorsWork at officeFlexible hoursWeekend work
$41.5k - $65.5k
...: 5835 Sunnyside Road Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies... ...customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...Contract workPart timeLocal areaImmediate startDay shift$17 - $19 per hour
...Overstaff Financial Services Representative World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We...Hourly payFull timeWork at officeLocal areaFlexible hoursWeekend workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Specialist. Be the first to apply!
- finance specialist Indianapolis, IN
- financial crimes specialist Indianapolis, IN
- financial management specialist Indianapolis, IN
- retail service associate Indianapolis, IN
- food service officer Indianapolis, IN
- card services specialist Indianapolis, IN
- facility service associate Indianapolis, IN
- staff services manager Indianapolis, IN
- patient service specialist Indianapolis, IN
- full time service advisor Indianapolis, IN





