Financial Services Client Associate
$40k - $50.06kAlliance Atlantic Partners
Alliance Atlantic Partners in Oklahoma City, OK is seeking a Retail Assistant in a full-time role within financial services and investment management. The position offers a salary between $40,000 and $50,062 per year, with open status until 11/23/2026. TheRetail Assistant will deliver exceptional customer service, handle client inquiries, maintain records, and support smooth retail operations in a team-based environment. #J-18808-Ljbffr Alliance Atlantic Partners
- Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene. What comes with the seat No cold calling Qualified-interest pipeline Performance-based advancement...SuggestedRemote jobWork from home
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on...SuggestedFull timeInternshipLocal areaFlexible hours$69.8k - $132k
...leading provider of professional services to the middle market globally... ...of change, empowering our clients and people to realize their... ...and hospitality accounting and financial operations business issues?... ...RSM is looking for a Senior Associate to join our Accounting and Finance...SuggestedFull timeWork experience placementInternshipLocal areaFlexible hours- ...Health's headquarters in the Jacksonville, Florida area. Drive Financial Strategy at a Growing Healthcare Organization H2 Health is... ...paced environment Preferred Qualifications Healthcare services experience Multi-site or private equity-backed company...SuggestedFull timeRemote workFlexible 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 their goals through financial... ...Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions...SuggestedWork at office- ...Woodmen is actively seeking a Financial Representative to help... ...make a meaningful impact on clients and the local community. If... ...President of the NAFIC (National Association of Fraternal Insurance Counselors... ...into financial services. Holds a BBA in Finance from...Work at officeLocal areaWork from homeFlexible hours
$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique... ...a business where you can help your clients achieve their goals through financial planning... ...Funding · Investment & Advisory Services · Trust Services · Retirement Solutions...Full timeContract workFor contractorsWork at office$100k - $250k
...We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic...Work at officeLocal area- ...Southern Nazarene University is seeking an Accounting Coordinator in the Financial Services Office. The role counselor students on financial aid eligibility, verify documentation, and help families understand payment plans and award decisions. It requires clear communication...Work at office
- ...About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We're a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada, Mexico...Extra incomePart timeRemote work
- ...DescriptionJob DescriptionWealthBridge Financial Group is seeking a results-oriented Financial... ...In this position, you will engage with clients to understand their financial objectives... ...dedicated to delivering exceptional service and fostering long-term client relationships...
- Ryder System, Inc. is seeking a Senior Financial Analyst to provide financial and analytical support to senior management, group logistics... ...SOX compliance, and cross-functional collaboration with Shared Services and Corporate Accounting. #J-18808-Ljbffr Ryder System, Inc.
- JPMorgan Chase is seeking an Associate Banker in Oklahoma City to deliver exceptional client experiences, promote financial solutions, and use cutting-edge banking tools. You will... ...approach. The role emphasizes customer service, compliance, and the ability to grow relationships...
$120k - $140k
...and keep the trust of our candidates and clients through proven results and consistent... ...the lead subject matter expert supporting financial planning systems, reporting automation,... ...healthcare staffing, workforce solutions, or service-based industriesFamiliarity with ERP...Full timeWork at officeRemote work- ...calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning... ...analyzing client data and preparing comprehensive macroeconomic financial models. Participate in client meetings to assist with administrative...Local area
- We are:Finance Reinvention and we help the world's leading Financial Services organizations reinvent finance with AI at the core. We provide... ...are comfortable in a model, in a dataset, and in front of a client, and you want to build depth in Enterprise Performance Management...Live inWork at officeLocal area
- ...possible as you partner with clients to unlock hidden value and... ...core capabilities of a Workday Financials / FDM Lead, with a... ...experience (minimum 12 years). (If Associates Degree, must have minimum 6... ...experience in Healthcare, Financial Services, Insurance, or Retail.You...Contract workWork experience placementLive inWork at officeLocal area
- As a Workday Financials Integrations Developer Consultant, your primary... ...well as holistic interchange services rendering effective data... ...Lead Discovery session with client for each domain specific integration... ...2 years work experience). If Associate’s Degree must have equivalent...Work experience placementLive inWork at officeLocal area
- Oakwood Springs, part of Lifepoint Health, is seeking a Financial Counselor in Oklahoma City to manage patient accounts, advise on payment options, and coordinate pre-admission processes. The role supports patients and families while ensuring accurate billing and compliance...
$54.63k - $75k
...Technologies Division Our team of more than 7,000 professionals worldwide delivers all-domain expertise and advanced technologies in service of mission partners across the globe. Mission Technologies is leading the next evolution of national defense - the data evolution -...Full timeTemporary workWork experience placementLocal areaImmediate startRemote workWorldwide- ...looking for a Teller and Personal Banker who excels in customer service and sales. The role involves greeting customers, processing... ...transactions, and maintaining customer relationships while meeting their financial needs. Candidates should have prior sales and cash handling...Full time
- ...Financial Advisor WEOKIE Credit Union LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at WEOKIE... ...working for TruStage and associated with LPL Financial. Under...Local area
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives... ...and network to build your business and client base Develop and execute on a... ...and access to the best products and services for our clients. Our Financial Representatives...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Application Deadline: 12/01/2026 BOK Financial Corporation Group includes BOKF, NA; BOK... ...is primarily responsible for making and servicing a wide variety of commercial and individual... ...Insurance services to high net worth clients and businesses. Team Culture We...Local area
- ...to drive transformation at scale for our clients.You Are:You have a passion for... ...clients/industry (SAP support / managed services experience will not be considered for this... ...(minimum 12 years' work experience). If Associate’s Degree, must have equivalent minimum 6...Work experience placementLive inWork at officeLocal area
$61.88k - $105k
Financial Advisor, Andover, MA Country: United States of America It Starts Here: Santander... ...global leader and innovator in the financial services industry and is evolving from a high-... ...Advisor is responsible for identifying client financial needs, understanding...Hourly payFull timeContract workWork experience placementWork at officeShift work- TD is seeking a Financial Advisor Trainee in Bristol, MA to begin a structured pathway toward Financial Advisor Associate. You will meet clients, assess financial situations, and advise on investment and insurance solutions, while building a client base and working under...Traineeship
- ...About the Company Nationally recognized independent RIA delivering comprehensive wealth management for affluent clients Industry Financial Services Type Privately Held About the Role The Company is seeking a Vice President, Senior Wealth Advisor to...
- ...our teammates’ physical, emotional, and financial wellness through affordable, competitive... ...career paths - whether shaped by military service, community college education, or a wide... ...advice and customized solutions to clients to help them achieve their financial goals...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- # Financial AdvisorMV Investment Advisors Building - West Tisbury, MA 02575## OverviewSalary... ...developing new and maintaining existing client relationships. This includes actively... ...various aspects of investment and financial services. Position Responsibilities* Sit on...Full timeWork at office
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