Client-Focused Insurance & Financial Services Advisor
$40k - $80kState Farm Agent
State Farm Agent in McKinney, Texas seeks a motivated team member for their insurance and financial services team. You will develop client relationships, provide indispensable financial advice, and assist clients with retirement planning and insurance needs. The ideal candidate has at least 1 year of experience in the field, strong communication skills, and a passion for helping others. Compensation ranges from $40,000 to $80,000 annually, with additional benefits like health insurance and paid time off. #J-18808-Ljbffr State Farm Agent
- A local insurance and financial services agency is seeking an Insurance and Financial Services Position - State Farm Team Member. The role involves developing client relationships, providing financial planning advice, and assisting with retirement and insurance needs. Ideal...SuggestedLocal area
- PNC Wealth Management seeks a Premier Client Financial Advisor based in McKinney, TX. You will manage an assigned book of business, provide investment and insurance guidance, and develop comprehensive financial plans for clients in a collaborative, in-office branch environment...SuggestedWork at office
- BOK Financial Corporation in McKinney, TX is seeking a Personal Banker to deliver exceptional client experiences and support customers with a range of retail banking products. This role starts with a 9-week Banking Navigator training program to equip you with the skills...SuggestedPermanent employment
- ...transactions, identify needs, and deliver a fast, friendly service experience at the McKinney branch. You will balance cash... ...communication, and the ability to work in a regulated financial environment with a focus on security and confidentiality. #J-18808-Ljbffr Credit...Suggested
$85k - $145k
...Wealth Advisor Dallas - Park Cities; Plano... ...simplify their financial lives by integrating... ...management, tax, estate, insurance, and more, all... ...to act in our clients' best interests —... ...works in a client-focused, team-centered environment... ...and client service efforts. Essential...SuggestedTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Senior Consultant, Financial Consulting to join... ...of the trust our clients place in our talented... ...MarshBerry services to help meet those... ...Sales Consultant will focus on building and maintaining... ...industry. Insurance industry or wealth... ...retirement plan advisors. Our services include...Full timeWork at officeRemote workMonday to ThursdayFlexible hoursNight shift
- PNC Financial Services Group, Inc. seeks a Premier Client Banker in Wealth Management to develop and execute strategies that drive Mass Affluent client acquisition, outreach and retention in McKinney, TX. You will proactively generate leads, manage client appointments,...
- Bank of America is seeking a Financial Solutions Advisor Stage I in Frisco, Texas. This role focuses on obtaining necessary securities licenses and managing client relationships by delivering comprehensive financial advice. The position requires a High School Diploma/GED...Monday to Friday
- ...Chase in Plano, Texas seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions.... ...has at least 2 years in financial services, possesses necessary licenses, and exemplifies integrity and client-focused education. A bachelor’s degree and...
- Join to apply for the Financial Advisor role at Ameriprise Financial Services, LLC . Are you looking to... ...you'll help shape your clients' financial futures for... ...66) State Life, Health Insurance and Variable Products lines... .... Our unwavering focus on our clients and strong...Full timePart timeWork experience placementLocal area
- ...education and advice tailored to financial needs. Responsibilities Serve... ...group of Chase's affluent clients as well as other customers in... .... Help clients access self‑service options for 24/7 account accessibility... ...of products. The company focuses on engaging, lifelong...Afternoon shift
- ...is seeking a Relationship Banker to represent the Chase brand at a branch, acquiring, managing, and retaining client relationships with a focus on financial solutions and technology tools. The role requires sales experience in retail banking, strong communication skills...Afternoon shift
- Trent Wilkins - State Farm Agent in McKinney, Texas, is seeking a dedicated Insurance and Financial Services Position - State Farm Team Member. In this role, you will enhance customer relationships and support their financial needs by providing tailored insurance and financial...
- ...About the Company Diverse financial services firm & investment bank... ...New York City Economics Insurance Credit Specialties... ...resilient business, with a focus on anticipating and addressing... ...responsibilities will include performing client due diligence, financial...
$10k
...interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop... ...a lifelong career in the financial services industry. Through our specialized... ...with an emphasis on client focus Why Fisher Investments:...Work at officeWork from home$72k - $90k
...important work benefits our clients and partners as much... ...that is Customer Focused and Solutions Led. We... ...management in a professional services or consulting... ...manage budgets, analyze financial reports, and track profitability... ..., Life and Disability Insurance, Tuition Reimbursement...Full timeRemote workShift work- ...Bank Of America Financial Advisor At Bank of America, we are... ...delivering for our clients, teammates, communities... ...whether shaped by military service, community college... ...CRPC). Obtained your insurance licenses. Skills... ...Customer and Client Focus Oral Communications...Temporary workWork at officeMonday to FridayFlexible hours
- ...compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers... ...offer mortgage loan products based on client needs Review and analyze low to moderately...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
- ...opportunities rarely give you a Financial Professional (Agent)... ...business. As a New York Life Insurance Company Financial Professional... ...only manage your own book of clients, but provide clients with insurance options and customer service. You will help your clients prepare...Local area
- Fisher Investments in Plano, TX seeks an International Investment Counselor to service high-net-worth UK clients from the United States. You will partner with internal portfolio decision-makers, client service associates, and the sales team to provide fee-only fiduciary...
- ...Professional Search is looking for experienced Wealth Advisors to join a top-tier wealth management organization... .... This is a unique opportunity to build enduring client relationships while delivering comprehensive financial guidance without the pressure of sales quotas. As...
$85k - $145k
Mercer Advisors in Plano, Texas, is seeking a Wealth Path Wealth Advisor to join their collaborative... ...involves managing a portfolio of 150-250 clients, ensuring client satisfaction, and onboarding new clients to enhance their financial journey. Candidates should hold a bachelor...- ...America’s Merrill Wealth Management seeks an Advisor Development Program participant to become a Financial Advisor. You will identify client needs, build relationships, review goals,... ...with a consultative approach and a focus on lifelong financial #J-18808-Ljbffr Bank...
$64.48k
Cathay Bank in Plano, TX seeks a results-driven financial services professional to grow a client base and advise on wealth management products. You will assess client needs, present suitable solutions, and maintain compliance with regulatory standards. The role requires...- TwinThread in Prosper, Texas is hiring a Private Client Advisor to deliver personalized financial planning and investment solutions. You will support various clients, from those starting to save to those with wealth. Responsibilities include championing team success, managing...
$64.48k
...can make a difference in the financial future of our communities. What... ...Proactively develops a client base to which appropriate wealth... ...them on investment choices and insurance products that best meet their... ...financial products Markets, services, or promotes financial products...Full timeTemporary workLocal areaFlexible hours- Join a leading financial services company as a Financial Professional at New York Life, where you can significantly impact clients’ financial futures. This role offers a unique blend of competitive... ...financial scenarios with various insurance products and digital tools at your...
- ...of proactive sales and service activities. Manages... ...improve the customer's financial wellbeing. Collaborates... ...ultimately elevating client loyalty. Delivers a full... ...to be:* **Customer Focused** - Knowledgeable of the... ...and spouse/child life insurance; short and long-term disability...Full timeTemporary workPart timeWork experience placementWork at office
- ...provide an extremely high level of service to our clientele. You will... ...from groups of managers, clients, customers, and the general public... ...our doors in 1999, Cascade Financial Services has grown to become... ...our team members!!! We are focused and dedicated to developing and...Work at office
- ...is yes, consider becoming an insurance agent to drive positive... ...company and a leader in the financial services industry, will invest in you... ...provide peace of mind to your clients while helping them navigate... ...as by becoming a financial advisor with Eagle Strategies LLC, our...Full timeContract workWork at officeLocal area
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