Client-Focused Financial Services Rep
Soteria Reinsurance Ltd.
Fidelity Investments is seeking a Financial Representative to act as the first point of contact for clients, delivering exceptional service and engaging clients to foster long-term relationships. The role emphasizes compliance, front-lobby interactions, and opportunities to deepen client relationships. The position supports a branch-focused team, with training pathways for Series 7 and Series 66 licenses and onboarding to ensure readiness for client engagement and regulatory requirements. #J-18808-Ljbffr Soteria Reinsurance Ltd.
- Fidelity Investments Inc. is seeking a Financial Representative to act as the face of the branch, delivering high-quality client experiences and building lasting relationships. You will support front lobby transactions, engage with clients, and collaborate with the team...Suggested
- ...to build and manage investment and insurance plans for clients, delivering tailored financial solutions and an exceptional client experience. You will... ...to drive referrals while maintaining compliance and service standards. A bachelor's degree and FINRA licenses are expected...Suggested
- Anderson Business Advisors seeks a detail-oriented bookkeeper to provide high-quality monthly services for multiple clients. You will review transaction categorization and coding to ensure accuracy and compliance with accounting standards, while guiding the day-to-day bookkeeping...Suggested
$25.85 - $43.08 per hour
LPL Financial LLC is seeking a Registered Client Service Associate to provide comprehensive administrative and operational support. You will enhance client experience, ensure seamless account management, and uphold compliance standards. The ideal candidate will have active...SuggestedHourly pay- Bank of America is seeking a customer-focused team member to engage clients in the lobby, educate them on self-service banking, and process cash transactions accurately.... ...connect clients to solutions that meet their financial goals. This role requires strong...SuggestedWeekend work
- ...About Our Company We’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...manager and an insurer. Our unwavering focus on our clients and strong financial foundation...Full timePart timeH1bWork at officeWork from homeVisa sponsorship1 day per week
- ...just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We’re investing in small businesses, fueling...Work at officeLocal areaDay shift
- A financial services company is seeking an applicant for an investment services role to manage client relationships and support the bank’s business plan. This position requires 3+ years of related experience, excellent communication, and various FINRA certifications. The...
- ...seeks a Wealth Management Advisor to build trusted client relationships and deliver holistic financial planning. You will assess clients' goals, recommend... ...in finance or related field, 3+ years in financial services, and licenses (SIE, Series 7/66 or life/health/annuities...
- ...identify and acquire high net worth clients, delivering integrated wealth management and financial planning. You will serve as the... ...client experience. The role focuses on strategic planning, revenue... ..., insurance, and trust services for affluent clients. #J-18808...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You... ..., market understanding, and integrity, with a focus on educating clients about digital tools and...
- Bank of America in Raleigh, NC seeks a Financial Solutions Advisor Stage I to begin with licensing... ...’ll learn to acquire, build, and manage client relationships while delivering core... ...career development. Initial training focuses on licenses, client interaction, and a consultative...
$85k - $145k
...Advisors is hiring a Wealth Path Wealth Advisor to manage a book of 150-250 clients, focusing on client retention and asset growth. Candidates should hold a Bachelor's degree and a Certified Financial Planner designation, with considerable experience in wealth management....Monday to Friday- HUB International is seeking a Financial Analyst to support the Financial Consultants in daily operations, gathering and auditing monthly... ...Loss RFPs with the marketing team and creates professional client-ready spreadsheets for fees, premiums, and claims experience. The...
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...solutions to meet their financial needs. As a Private Client Advisor... ...be done with a consistent focus on relationship management, not...
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...solutions to meet their financial needs. As a Private... ...will be done with a consistent focus on relationship management, not...
$71.8k - $77.8k
Client Outreach Consultant The Client Outreach Consultant proactively... ...advisory products and services. Under general supervision, this... ...clients. This job reviews client financials to understand their risks and... ...our associates with future-focused skills and AI tools that...Work experience placementWork at office- ...Financial Services Representative | Leadership & Business Development Opportunity Type: Independent... ...financial services, entrepreneurship, client education, business development, and... ...Financial education and client-impact focus Performance-based growth Leadership...Hourly payFull timePart timeFor contractorsRemote workFlexible hours
- ...Relationship Banker in a Raleigh branch to welcome clients, understand their financial needs, and offer thoughtful solutions using... ...while upholding banking compliance and service standards. The role emphasizes client-focused service, clear communication, and the ability...
- Truist Financial Corporation is seeking a customer-focused professional for a full-time teller/service role. You will handle a variety of transactions, educate clients on self-service banking, and support outbound outreach to identify client needs. This position emphasizes...Full timeWeekend work
- ...providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact... ..., ensuring each client receives the best products and services for their needs Partners with Specialists (Private...Immediate startAfternoon shift
- A leading financial institution is seeking a Financial Solutions Advisor in Raleigh, NC. This entry-level position involves providing comprehensive financial advice and customized solutions to clients, helping them achieve their financial goals. Responsibilities include...
- Stone Press Financial Group in Raleigh, NC seeks an Associate Financial Professional to design and implement financial strategies for clients. The ideal candidate holds a Bachelor's in business or finance, has a proven track record building long-term advisory relationships...
- ...families on wealth, investments, credit and banking, leveraging an institutional platform to grow client assets. The role requires six+ years in private banking or financial services, a Bachelor's degree, and licenses (Series 7, 66 and Insurance). You will build trusted...
- Edelman Financial Engines is seeking a financial planning professional to analyze client needs and deliver tailored investment guidance across retirement, estate and tax strategies. The role emphasizes client relationships, rigorous financial analysis and proactive opportunity...
- JPMorgan Chase & Co. in Raleigh, NC seeks a Private Client Banker to manage affluent client relationships and grow deposits through an... ..., advisory, and business banking experts, while promoting self-service options and ensuring regulatory compliance. The role requires a...Afternoon shift
- ...is seeking a customer- and sales-oriented Professional to deliver exceptional client service in a retail banking environment in Raleigh, NC. You will nurture relationships, discuss financial solutions, and refer complex requests to specialists while supporting occasional...Weekend work
- ...strategies, as well as the development of financial plans for clients. Grows and retains an investment and... ..., efficiently handling sales and service, identifying sales and/or executing opportunities... ...expect our employees to be:Customer Focused - Knowledgeable of the values and...Full timeTemporary workPart timeWork experience placementWork at office
$36k
...Bank Financial Adviser – Base + Commission – Raleigh, NC – 975 Who We... ...Our unique value proposition focuses on providing the best available banking talent to our clients, from a banker’s perspective.... ...professionals managing advisory services, utilizing sophisticated market...Work at office$65k - $70k
...Primerica - Financial Services Representative (Training Provided) Primerica is a leading financial... ...headquartered in Duluth, GA, Primerica focuses on serving middle‑income families by... ...along with financial education to help clients build a secure future. What You’ll Do Educate...Full time
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