Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Advisor & Portfolio Planning Specialist

Justin Hahn - State Farm Agent

Justin Hahn - State Farm Agent in Columbia Township, Missouri, is seeking a Financial Services Representative - State Farm Agent Team Member. You will market financial products to help customers manage everyday risks while providing a consultative approach to their financial options. Responsibilities include consulting on financial planning, assisting with portfolio management, and conducting financial reviews. The role requires 3+ years of experience in financial services and analytical skills, with preferred FINRA Series 7 and 63 licenses. Benefits include 401(k) matching and opportunities for advancement. #J-18808-Ljbffr Justin Hahn - State Farm Agent

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Services Advisor & Portfolio Planning Specialist in Columbia, MO vacancy
  •  ...requiring employer sponsorship. The Financial Analyst – Financial Associate is responsible...  ...True Independent Holdings and its portfolio of agencies. This role plays a key part...  ...maintaining financial models to support planning and decision-making Ad Hoc and External... 
    Suggested
    Permanent employment
    Casual work
    Work at office
    Work from home
    Flexible hours

    True Independent Holdings

    Columbia, MO
    15 days ago
  • $55k - $125k

     ...the personal banking services our customers rely on....  ...analysis, underwriting, and portfolio management of...  ...preparing credit analysis, financial statement spreading,...  ...medical, dental, and vision plans. Also offers a Health...  ...a dedicated wealth advisor. Wellness/Ancillary... 
    Suggested
    Full time
    Temporary work
    Local area

    Investors Community Bank

    Columbia, MO
    6 days ago
  •  ...Strategist (Media Buyer) is primarily responsible for the tactical planning, purchase, execution and delivery of approved media plans in...  ...media planning/buying discussions relative to assigned client portfolio and channels. Develop and execute each client's tactical media... 
    Suggested
    Permanent employment
    Work experience placement
    Casual work
    Work at office
    Work from home

    True Media

    Columbia, MO
    22 hours ago
  • $28.65 per hour

     ...Union Code/Affiliation Unrepresented Division PLANNING Job Description Summary The purpose of this job...  ...organization, the department or unit objectives, the output of services, or employee or public satisfaction ~ Interactions may result... 
    Suggested
    Work at office
    Night shift

    City of Columbia, MO

    Columbia, MO
    2 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual...  ...for building an integrated financial planning practice from the ground up. Our college...  ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications... 
    Suggested
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Columbia, MO
    2 days ago
  • $35.64k

     ...phone, and contributing to improving the financial wellness of our customers. The purpose of...  ...assist in resolving end to end customer service inquiries. This role offers an exciting opportunity...  ...Median: $42,192.00 USD Incentive Pay Plans: This role is eligible to participate... 
    Full time
    Flexible hours

    Regions Bank

    Columbia, MO
    4 days ago
  • A financial services firm is seeking a Financial Advisor located in the United States with flexible remote work options. The role involves providing comprehensive financial planning and investment guidance while building long-term client relationships. Candidates should... 
    Remote work
    Flexible hours

    Muriel Consulting

    Columbia, MO
    3 days ago
  • Overview CenterPointe Hospital of Columbia is hiring a Financial Counselor; come join our team and make a difference every day! PURPOSE STATEMENT: Responsible for accurate, timely and complete documentation regarding insurance verification, billing and collections. Responsibilities... 
    Local area

    Harboroaks

    Columbia, MO
    4 days ago
  • Edward Jones is seeking a Financial Advisor in Columbia Township, Missouri, to develop and grow your own practice while being supported by an extensive team. This role involves building client relationships, overseeing branch processes, and engaging in continuous training... 
    Flexible hours

    Edward Jones

    Columbia, MO
    3 days ago
  •  ...Bank Teller Provide accurate, friendly, and professional service to bank customers through their daily transactions of business such as handling deposits, check cashing, issuing money orders, and official checks, etc. Recognize and interpret customer needs and suggests... 

    Central Bancompany

    Columbia, MO
    2 days ago
  •  ...Handle various 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... 
    Full time
    Remote work

    Zuzick Organization of Globe Life

    Columbia, MO
    2 days ago
  •  ...policies and procedures. Ensures customer services are provided, including all transactions...  ...and cross selling a combination of financial products and services. Contributes to a...  ...generate new customers. Arranges daily work plans to handle customer flow and bank... 

    Central Bank

    Columbia, MO
    2 days ago
  •  ...to enhance client engagement and provide financial solutions. The role requires strong interpersonal...  ...and 4-5 years of sales and customer service experience. Candidates will educate...  ...included, offering healthcare, retirement plans, and paid time off. #J-18808-Ljbffr U.S.... 

    U.S. Bank

    Columbia, MO
    3 days ago
  • $20.55 - $25.05 per hour

     ...’s about helping people find financial safety and success, helping businesses...  ...and refer customers to bank specialists when complex financial needs...  ...of products and services based on customer needs to ensure...  ...performance-based incentive plan(s) that will correspond to meeting... 
    Hourly pay
    Monday to Friday
    Shift work

    Mercantil Commerce Bank

    Columbia, MO
    22 hours ago
  • Responsibilities Evaluates financial condition of individuals and businesses applying for credit with the bank. Conducts periodic credit reviews of financial and credit information to assist lending and credit administration department personnel in the credit decision making... 

    Central Bank

    Columbia, MO
    22 hours ago
  •  ...our customers first. We are passionate and committed to customer service and strive to ensure that we exceed the expectations of our...  ...support for you and your clients. Mortgage Champion: Analyze financial situations, match clients with their perfect loan, and confidently... 
    Work at office
    Local area

    Gershman Mortgage

    Columbia, MO
    4 days ago
  • A financial services provider located in Columbia Township, Missouri, is seeking a Loan Specialist to support management by ensuring efficient loan processing and compliance. Responsibilities...  ...competitive benefits, including medical plans, a 401(k) with matching, and career... 
    Work at office

    Brundage Management Company Inc., providing services for Sun...

    Columbia, MO
    1 day ago
  • Description Basic Description : The Teller processes a variety of financial transactions and provides excellent customer service in a professional and courteous manner. Responsibilities Process deposits, withdrawals, loan payments, and other transactions. Balance... 

    Flat Branch Bank

    Columbia, MO
    22 hours ago
  • Job Description Job Description Description: Basic Description: The Loan Officer Assistant will assist & support their Senior Mortgage Banker(s) (SMB) in the origination of residential real estate loans. This support role is critical in facilitating data processing...
    For contractors

    Flat Branch Home Loans Inc

    Columbia, MO
    7 days ago
  • $50 - $60 per hour

     ...experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of...  ..., Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position... 
    Hourly pay
    Contract work
    Work experience placement
    Remote work
    Flexible hours

    Data Annotation

    Columbia, MO
    more than 2 months ago
  • Mercor is hiring Financial Analysts in Columbia Township, Missouri. Candidates should have a Bachelor's degree and at least 2 years of experience in finance, accounting, or business analysis. The role involves reviewing and providing feedback on financial and business documents... 
    Remote job

    Mercor

    Columbia, MO
    4 days ago
  • $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 time
    Work experience placement
    Local area

    Cornerstone Research

    Columbia, MO
    4 days ago
  • A financial services provider in Columbia Township is hiring a Loan Specialist to ensure efficient loan processing and compliance. Responsibilities include contacting customers...  ...benefits, including affordable medical plans, paid time off, and career development opportunities... 
    Work at office

    Sun Loan Company

    Columbia, MO
    22 hours ago
  • $18.87 - $26.5 per hour

    A university in Missouri is seeking a Senior Finance & Accounting Specialist to support fiscal operations, manage payroll, and oversee financial reporting. The ideal candidate must be detail-oriented, organized, and proficient in Microsoft Excel. Responsibilities include... 
    Hourly pay

    University of Missouri-Columbia

    Columbia, MO
    4 days ago
  • $20 - $23 per hour

     ...businesses we serve to make better and smarter financial decisions and enabling the communities we...  ...available deposit and loan products and services, and recommending solutions based on each...  ...401(k) and employer-funded retirement plan Paid vacation (from two to five weeks... 
    Full time
    Temporary work
    Local area

    U.S. Bank

    Columbia, MO
    14 hours ago
  • $68k - $101k

    Our Client, a mutual insurance company which focuses on auto, property, business, and life Insurance, is looking for an Actuarial Analyst for their Columbia, MO location. Location: Columbia, MO (onsite) Salary Range: $68-$101k (flexible/based on experience) + Profit Sharing...
    Work experience placement
    Flexible hours

    SR Staffing

    Columbia, MO
    2 days ago
  •  ...reality of most industries:Income ceilings are realCompensation plans change without warningPromotions are limitedYour success is...  ...directly builds your futureThat industry is life insurance & financial services.Why Sales Pros Win in Life InsuranceThe same skills that make... 

    The Colie Group

    Columbia, MO
    1 day ago
  •  ...& development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member...  ...RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct... 

    Justin Hahn - State Farm Agent

    Columbia, MO
    12 days ago
  •  ...Description WealthBridge Financial Group is seeking a results-oriented  Financial Consultant...  ...investment opportunities, retirement planning, and wealth management strategies. As...  ...dedicated to delivering exceptional service and fostering long-term client relationships... 
    Full time

    WealthBridge Financial Group

    Columbia, MO
    a month ago
  •  ...it’s an opportunity to build something of your own. As a Financial Representative, you’ll help individuals and families make confident...  ...Offer solutions across investments, insurance, and long-term planning Grow your own client base through networking and referrals... 

    Empire Growth Partners

    Columbia, MO
    more than 2 months ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Advisor & Portfolio Planning Specialist. Be the first to apply!