Member Financial Wellness Advisor
Global Credit Union
Global Credit Union is seeking a Financial Services Representative II to deliver exceptional member service in person and over the phone. You will perform transactions, recommend financial products, and help members reach their financial goals through a trusted, empathetic approach. This role emphasizes relationship-building, knowledge of credit union products, and cross-sale activities within a collaborative team, with responsibilities spanning inbound/outbound calls, branch promotions, and #J-18808-Ljbffr Global Credit Union
$17.13 - $25.99 per hour
...PT Member Service Associate (PT Teller)Spokane Valley Sullivan - Spokane Valley, WA 99037OverviewSalary Range $17.13 - $25.99 Hourly... ...of products and services, banking policies and procedures, and financial literacy, to serve as a resource to members. The MSA performs routine...SuggestedHourly payContract workPart timeShift work- ...Financial Solutions Advisor Registration Candidate- Columbia South Basin Seattle, Washington;Spokane... ...’ physical, emotional, and financial wellness, recognizing and rewarding... ...dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management...SuggestedFull timeContract workFor contractorsWork at office- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...want more than just a job. Backed by CNO Financial Group and recognized by Forbes, Newsweek... ...the Role As an entry level financial advisor on our team, you'll work one-on-one with... ...offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL...Suggested
- ...assisting our clients in every aspect of their financial lives. Our focus centers on our clients’... ...REQUIREMENTS When searching for future advisors, we look for a variety of skillsets that... ...Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd...
- ...Merrill Advisor Development Program - Financial Advisor: Mountain West Market Spokane, Washington;Missoula,... ...horizon, risk profile, and preferences as well as servicing client accounts... ...dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$75k - $100k
Our mission is to provide financial security and peace of mind through our insurance, annuity... ...training program, marketing support, as well as prospecting and technical assistance.... ...the Million Dollar Round Table with more members than any other insurance or financial institution...Full timePart timeImmediate start$17.13 - $25.99 per hour
...the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most... ...of products and services, banking policies and procedures, and financial literacy, to serve as a resource to members. The MSA performs routine...Contract workShift work- ...Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial... ...create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and...Local area
- ...Make an impact providing expert financial advice with heart. Thrivent is a different kind of... ...helping them build, grow and protect financial well‑being through purpose‑based advice,... ...registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you...
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses. You will receive dedicated classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 exams...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to... ...the firm and regulatory authorities, as well as required training to maintain registrations...Work at officeWork from homeHome officeFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- ...Wealth Advisor Opportunity Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic... ...the day-to-day aspects of client engagements as a member of a team. Identify and recommend appropriate asset...Full timeWork at office
$60.01k - $69.99k
...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... ...supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We...Hourly payFull timeTemporary workWork at officeImmediate startFlexible hoursShift workDay shift$70k - $80k
...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... ...supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We...Full timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...empathetic clinical team. While each individual clinician has their own interests, expertise, and style, we require all team members to be well versed in a variety of modalities. Our clients are struggling to cope with underlying mental health issues and benefit from therapists...Full timePart timeWork experience placementLocal areaRemote workAfternoon shiftWeekday work
- ...Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State... ...Sector clients and ProSidian Team Members work as part of the Engagement Team Cadre... ...of people they enjoy and teams that work well togetherHumility - exhibits grace in success...For contractorsWork at officeLocal areaRemote work
- ...Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State... ...Sector clients and ProSidian Team Members work as part of the Engagement Team Cadre... ...of people they enjoy and teams that work well togetherHumility - exhibits grace in success...For contractorsWork at officeRemote work
$80k - $90k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...resources, time horizon, risk profile, and preferences as well as servicing client accountsDocuments all client...Interim roleWork at officeLocal areaImmediate startShift workDay shift$58.44k - $93.5k
...responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations.... ...position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers...Contract workTemporary workPart timeWork experience placementWork at office- ...Numerica Credit Union in Spokane, WA seeks a Financial Service Representative 1 to be the first point of contact for members, assisting with accounts, loans, and everyday transactions under supervision. This entry-level role focuses on service, education, and building...
$35.63k
...difference in the lives of our Team Members, Clients, Shareholders,... ...relationships and results. You're the advisor clients trust to guide them through one of the biggest financial decisions of their lives, and... ...Parental Leave benefits, as well as the opportunity for a...Temporary work- ...Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State... ...teamwork and manages conflict among team members. The ProSidian Consultant | Group Meeting... ...progression and completion of work as well as supports the Global Project Lead (GPL)...Full timeTemporary workFor contractorsWork at officeLocal areaRemote workFlexible hoursShift work
$20.42 - $28.58 per hour
...and who want to make a difference in our members' lives. We love people who share our core... ...community, while helping members achieve their financial goals and dreams.STCU offers excellent... ...credit union policies and procedures as well as adhering to STCU's balancing standards...Part timeMonday to Friday$18 - $20 per hour
...and stays current on changes. Discuss and uncover customer's financial needs to identify and offer appropriate products and services.... ...will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. At Columbia Bank, we're redefining...Part timeLocal areaNight shift$18 - $20 per hour
...offerings and stays current on changes.Discuss and uncover customer’s financial needs to identify and offer appropriate products and services.... ...submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. #J-18808-Ljbffr...Night shift$19.25 - $25.93 per hour
...attending training sessions. Contributes to client service and bank success by welcoming new or different requests and supporting team members to accomplish results. Demonstrates basic product knowledge and proficiency with client-facing systems. Completes work accurately...Hourly payTemporary workMonday to FridayFlexible hoursNight shift- ...at Modern Woodmen of America Launch your financial services career with an organization that... ...families throughout life. Together with our members across the country, we pioneer bright... ...the latest industry resources, you'll be well‑equipped to succeed in your new role. Our...Local area
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