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Join our team of Financial Services Representative where you ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers.
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Financial Services Representative. Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity.
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I especially like developing and training team members and interns for careers in insurance, business and financial services. Some have stayed in the insurance and financial services industries while others have moved to various other professions.
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Houlihan Lokey’s Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting.
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The Financial Counselor provides advocacy, education, and ongoing follow-up as needed to ensure access to needed healthcare services. The Financial Counselor links eligible clients with free or reduced cost primary and specialty care services and conducts outreach at community sites to promote the local uninsured access to and use of available healthcare services.
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The Tax and Financial Services Coordinator will prepare and quality review tax returns, assist seasonal staffing with administrative issues, assist in embedding economic empowerment initiatives at the volunteer tax site, assist ITIN households as a Certified Acceptance Agent, and overall ensure robust and accurate tax services are provided to low and moderate income families, especially those belonging to immigrant, refugee, and limited English-proficient households.
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The CFO must strive to uphold the customer-focused culture the organization provides while simultaneously seeking ways to strengthen services provided while maintaining the financial structure throughout the organization.
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A Guest Services Representative is responsible for handling front-facing duties including interacting with Kansas Speedway guests as they enter and exit the grandstands. Guest Services Representatives will have the opportunity to assist in making the "Best Guest Experience in Motorsports.
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Based in beautiful downtown Kent, OH, you will oversee all aspects of financial accounting, reporting, and analytics for the Utility Vegetation Management (UVM) Market Segment within DRG.What you’ll do: Supervise a small nationwide team of professionals.
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In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.
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Strong understanding of the financial services industry – capital markets, retail and business banking, asset management, insurance, etc. Minimum of ten years of overall technical experience in solution architecture, design, hands-on development, with a focus on cloud-based solutions and AWS technologies and with at-least five years of experience specifically in financial services.
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Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms.
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This position reports directly to the Director of Patient Financial Services. The PFC educates patients on financial services and the steps/timeline to receive payment from the patient(s) insurance.
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Financial Services Manager (Accounting Manager) – HOA Management Company Do you want to oversee your own team? The Financial Services Manager will foster a supportive department culture that expects nothing less than being experts, is diligent in problem solving, and passionate about returning all customer calls and correspondence the same day.
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JOB DETAILS: Chief Financial OfficerThe Opportunity:AMN is honored to partner with Swope Health in the recruitment of a new Chief Financial Officer (CFO). The Organization:Swope Health provides primary health care and behavioral health services throughout Greater Kansas City. We are a patient-centered medical home, nationally recognized by NCQA for our commitment to an integrated model of health care.
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Title: financial services representative Company: New York Life Insurance Company Milwaukee
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