Strategic Financial Solutions Advisor
Bank of America ATM
A leading financial services institution based in Texas seeks a financial advisor responsible for providing tailored financial solutions to clients. The role includes triaging client leads, recommending products, and requires Series 7 & 66 licenses. Ideal candidates have at least one year of experience in the financial services industry and possess strong relationship-building and communication skills. The position promotes a collaborative and client-focused environment with opportunities for professional growth. #J-18808-Ljbffr Bank of America
$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual’s proprietary...SuggestedFor contractorsWork at office- ...and the ability to use design tools effectively. This role offers the opportunity to work closely with customers to create tailored solutions while advocating for current promotions and financing options. Join us to help customers realize their dreams, ensuring a...Suggested
- ...throughout the loan process and life cycle, presenting tailored solutions based on customer needsManage the life cycle of loans,... ...volunteer time (3 days per year, prorated based on start date)OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers...SuggestedFull timeTraineeshipLocal areaMonday to Friday
- Northwestern Mutual is seeking a Financial Advisor in San Marcos, Texas, to build a client-focused financial planning practice. This role involves client acquisition, creating personalized financial plans, and managing client relationships. The ideal candidate is an entrepreneur...Suggested
$61k - $250k
Northwestern Mutual seeks a Financial Advisor in San Marcos, Texas. This role offers a unique opportunity to build a business, helping clients achieve their financial goals. Responsibilities include client acquisition, managing financial plans, and providing tailored advice...Suggested- Medium is seeking dedicated individuals for a work-from-home financial services position in San Marcos, Texas. This role focuses on protecting families and helping them secure their financial futures. Candidates should possess strong communication skills and a genuine desire...Remote workWork from home
- A financial services organization based in the United States is looking for a PT/FT Financial Professional. This role empowers individuals to achieve financial well-being through education and support. You will engage with clients, offering strategies for insurance, retirement...Remote job
- ...administrative tasks related to client accounts ~18 years of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication skills: verbal and written, with an ability to engage and build rapport with clients. ~...Full timeRemote work
- ...communities. This person will be proactive, relationship driven with a consultative selling approach to provide the best lending solution as well as other bank products to provide value and customer loyalty. The ideal candidate will possess a Bachelors degree in Accounting...Local area
$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- Northwestern Mutual is seeking College Financial Representatives for their internship program in San Marcos, Texas. Interns will learn to build a financial planning practice, engage with experts, and develop a professional network while managing their academic schedule....Full timeInternship
$19.5 per hour
Aplusfcu is looking for a full-time Financial Services Consultant in Buda, Texas. This entry-level position is designed to provide a pathway into a financial services career, emphasizing exceptional member service and relationship building. Key responsibilities include...Hourly payFull time- ...Profile Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and... ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to...Work experience placementLocal areaImmediate startRelocation
- Position Summary A Teller provides superior quality customer service and a positive banking experience for customers. A Teller processes transactions including cashing checks, receiving and processing deposits and withdrawals, making transfers, balancing teller drawer...Part timeFlexible hours
$20 per hour
...Teller who enjoys helping people and providing excellent service. This is a great opportunity for someone who wants to grow their financial services experience, work in a supportive environment, and make a positive impact on members every day. What You'll Do:...Hourly payPart timeWork experience placementMonday to Friday$20 per hour
Austin Telco Federal Credit Union is seeking a Part-Time Teller for their Buda branch. This role involves providing exceptional service to members, processing transactions, and assisting with account inquiries in a supportive, team-oriented environment. Candidates should...Hourly payPart time- Texas Regional Bank in San Marcos, Texas, is looking for a Teller to provide exceptional customer service and handle banking transactions. Responsibilities include maintaining a cash drawer, assisting customers, and balancing transactions daily. The ideal candidate should...Flexible hours
- ...shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back...Full timeLocal area
- Job Description Job Description Back Parts Counterperson – Auto Dealership Lost Pines Toyota is looking for an experienced back parts counter representative to join our team and help deliver extraordinary customer experiences! We strive to create a positive workplace...
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities....Hourly payContract workWork experience placementRemote workFlexible hours- Are you outgoing, reliable, and customer service driven? If so, we would like you to join our team as a Customer Service Representative. As a Customer Service Representative, you will be provided with training to be successful. The role directly supports the Customer...Work at officeMonday to FridayShift work
- ...in other banking locations. Essential Functions: Under the guidance of the LOD Manager, verify incoming direct loans for required financial documentation, correct interest rate and fees, appropriate approvals and authorization, required supporting documentation and disclosures...Full timeBank staffImmediate start
- OZONA BANK is seeking a full-time Loan Operations Specialist in San Marcos, Texas. The role involves verifying loan documents, preparing loan paperwork, and managing the loan operations workflow. Key responsibilities include booking loans, processing payments, and ensuring...Full timeBank staff
- No prior industry experience required Meet with clients on Zoom to help them enroll in benefit programs Explain options in a clear, simple, and relatable way Help clients complete online enrollment forms accurately Schedule and manage virtual appointments ...Full time
- JOB SUMMARY The Parts Clerk receives and issues parts and supplies and organizes and maintains inventory records for all parts stock, ensuring the stock level does not fall below minimum levels. This position also maintains a computer database of all part numbers ...Work at officeShift work
- ...and identify target audiences, analyze data and provide feedback to leadership Identify communication issues and come up with solutions based on research Work directly with local news media organizations to release stories and develop public relations campaigns...Full timeLocal areaOverseas
- Texas Health and Human Services in San Marcos, TX seeks an Eligibility Advisor I to determine financial eligibility for public assistance programs. This temporary position involves interviewing applicants, computing benefits, and requires a High School Diploma or GED....Full timeTemporary workWork at office
$2,953.25 - $4,365.66 per month
...of Working at HHSC webpage. Job Title and Agency Eligibility Advisor I - Temporary Agency: Health & Human Services Commission (HHSC... ...or by inbound or outbound telephone calls to obtain pertinent financial and personal information to determine financial eligibility for...Full timeTemporary workWork at officeRemote workMonday to FridayShift work- A nonprofit organization located in Texas is seeking a Business Intern to support its mission by assisting with various financial and administrative tasks. The ideal candidate will work closely with the Chief Financial Officer, engaging in office operations, maintaining...InternshipWork at office
$115k - $145k
...for testimony. Casework has both quantitative and qualitative elements, involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining market and industry behavior; Conducting research via academic articles...Full timeWork experience placementLocal area
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