Financial Representative
Davis Family Financial LLC
We are seeking a motivated and client-focused Financial Representative to help individuals, families, and business owners develop personalized financial strategies. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. Qualifications Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Soft background check required Able to complete licensing requirements within 14 days #J-18808-Ljbffr
- ...Training & development Vision insurance Launch your financial services career with an organization that positively impacts... ...for those we serve by developing a superior team of financial representatives who embody passion, character, integrity, and honesty. Guided...SuggestedWork from homeFlexible hours
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your... ...to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...SuggestedFull timeContract workFor contractorsWork at office- ...Financial Counselor The Financial Counselor helps patients understand and access financial assistance programs like Medicaid and sliding fee scales, assists with applications, and provides education on healthcare costs to ensure equitable access to care for vulnerable...SuggestedWork at officeMonday to Friday
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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- ...The purpose of this position is to process members' requested financial transactions, resolve problems, and answer questions; and to... ...perform each essential duty. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...Flexible hoursNight shift
- ...Perks Careers Advancement Opportunities Flexible Scheduling Competitive Compensation Job Summary We are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their...Flexible hours
- ...the securities industry and market strategies to offer sound financial advice. Essential Duties And Responsibilities Acts in... ...duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Skills...
$64.2k - $116.4k
...is continuously advancing as well. Our global finance mission is to provide complete, accurate, consistent, timely and insightful financial and operational information/advice that helps build a better working world and achieve our strategic ambitions. Finance provides...Contract workWork experience placementSummer holidayWork at officeFlexible hours- ...matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...Permanent employmentFull time
- ...sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal...Work at office
- ...Thecentermemphis is looking for a Registered Client Service Associate to support Financial Advisors and engage with clients. This role requires strong communication skills and the ability to manage multiple tasks in a busy environment. The ideal candidate will be detail...
- ...recognizing and referring sales opportunities to other bank representatives and/or lines of business when appropriate, while acting in compliance... ...and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their...Contract work
- Community Bank in Memphis, TN, is seeking Tellers to be the first line of customer interaction. Responsibilities include handling deposits, withdrawals, and account inquiries while ensuring customer security and providing excellent service. An ideal candidate requires ...
- ...transactions and to be responsible for the safekeeping of any cash or cash equivalent items in their possession. Responsibilities Represent Trustmark professionally, efficiently, and tactfully in order to assure customer satisfaction when in contact with customers, either...Night shift
- ...time (3 days per year, prorated based on start date)OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible... ...Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee...Full timeTraineeshipLocal areaMonday to Friday
- This is a contract position, and we offer payment options of W2, C2C, or 1099 per hour. The interview process will be initiated as soon as possible. We are excited to hear back from you. Job Description: Role: Information Security Analyst Location:...Hourly payContract workImmediate start3 days per week
$10 per hour
...Commercial Lender. This position is responsible for cultivating and managing a portfolio of commercial clients, assessing their financial needs, and providing tailored lending solutions to help them achieve their business goals. You will play crucial role in...Local area- ...Proactively source new business through networking, referrals, and community involvement Lead client conversations as a trusted financial advisor, offering tailored banking solutions Analyze and interpret financial statements, cash flow, and industry trends to...Local area
- ...accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving... .... Additionally, the qualifications listed below are representative of the education and experience required and/or preferred as...Work at officeMonday to FridayNight shift
- ...community involvement Structure credit requests, analyze financial statements, and present loans for approval Partner closely... ...deposit, treasury management, and other bank services Represent the bank professionally within the local business community...Local area
- ...A financial services provider is looking for qualified candidates to work remotely on a part-time basis, aiming to earn additional income. The role involves virtual client interactions, where you will present insurance products and cultivate strong relationships. Comprehensive...Part timeRemote workWork from home
- Location On site in Memphis, TN, Metairie, LA Summary The Mortgage Processor Role will be responsible for performing a variety of documentation duties related to both agency and portfolio loans while ensuring compliance with policies and procedures for all loan products...
- ...Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals...Full timeFlexible hours
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...Job Description Job Description WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their...
- ...Job Description Job Description Financial Advisor – Memphis, TN (or within a 2-hour radius) A nationally recognized, Memphis-based RIA with over $2.7 billion in assets under management is seeking an experienced Financial Advisor to join its growing team. This is...Work at office
- ...business needs. Candidates should have a Bachelor's degree and 2-4 years of ERP implementation experience, particularly with Oracle Financial Applications. Strong analytical skills and the ability to manage client relationships are essential for success. #J-18808-Ljbffr...
$142.6k - $261.5k
...Revenue Recognition ~ Experience in fulfilling requirements integrated with other SAP Modules: Managerial Accounting Financial Accounting Material Management Order to Cash Plant Maintenance Production Planning Human Resources ~ Proficiency...Summer holidayFlexible hours
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