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At Covenant Trust Company , we serve families and institutions with a full suite of trust services, including investment management, financial guidance, and gift and estate planning.
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Financial Services Representatives are the primary drivers of new business growth for the company and play a key role in client retention. Five (5) years’ experience in the financial services or related industry.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Minimum of 2 years client service experience, preferably in financial services, retail brokerage or at an investment advisory firm. Founded in 1869, we are a leading global investment banking, securities and investment management firm.
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You don't need any previous experience or knowledge in investment management to thrive in this job. As one of our Client Services Representatives, you'll take high-volume inbound phone calls from shareholders, financial professionals , and internal colleagues.
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Act as a sales agent to refer business to Investment Trust, Commercial Lending, Consumer Lending, Mortgage Lending, VISA Merchant, Business Manager and Wealth Management. Cross-sell the full range of personal and business banking services to present and potential customers.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Through a consultative process of understanding a client’s financial needs, the FSR demonstrates the value of becoming a Covenant Trust client. CFP® designation preferred, or other demonstrated financial expertise or competencies.
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Covenant Trust Company , we serve families and institutions with a full suite of trust services, including investment management, financial guidance, and gift and estate planning.
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Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
$19 - $21 an hourPart-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management.
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Management products (Business Credit Card and Debit Card, Merchant Services, QuickBooks, Investment Products). Our Client, a FinTech Company , is looking for a Financial Services Representative to join their team REMOTELY in Phoenix, AZ.
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Strong technology proficiency with Microsoft Suite (Excel, Word), databases, and ability to learn quickly, including our CRM database, financial planning software, performance and account aggregation applications, investment and custodial platforms and portfolio management software.
$70,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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You will offer a range of financial products and services, including life insurance, investments, and debt management solutions. Client Relationship Management: Build and maintain strong relationships with clients through regular communication and ongoing support to ensure their financial needs are met.
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Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. We are currently seeking to add a Client Service Representative to our Advisor team based in Saint Cloud, MN. This role supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience.
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Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.
$82,000 - $113,000 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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Own - Take ownership of your career as you master your craft and excel in Financial Services. Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives.
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financial services investment management jobs Title: services representative in Moapa, Nevada
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