252 Financial Services jobs in the United States

Job Description

Job Description

We are seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you will be responsible for servicing existing clients and their accounts to ensure they are meeting their current and future objectives; you will also be responsible for identifying additional opportunities for assets held outside the firm. You will also be responsible for meeting with prospective clients sourced by our firm’s marketing funnels, and independently guide them through the planning process with the end-goal being to obtain them as clients. You will leverage your skills in wealth management, portfolio management, and customer relationship management to build and maintain strong client relationships.

Responsibilities

- Meet with existing clients to review their accounts with our firm, and ensure their accounts are aligned with their financial objectives, risk tolerance, income, expenses and assets. During client review meetings, you would be responsible for identifying additional opportunities based on assets held outside our firm.

- Meet with prospective clients to guide them through the planning process, prepare and review recommendations/strategies, and get them to implement relevant recommendations.

- Offer strategic advice to existing clients and prospective clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning, and more.

- Complete the account opening process for new business obtained

- Move money from accounts per industry and federal regulations

- Perform market research to stay current with financial trends

- Prepare financial documents, such as investment reports, retirement income plans, tax reduction strategies, and more.

- Maintain compliance with all rules and regulations in the financial industry

- Identify and pursue new business opportunities through existing client base, networking and referrals

Requirements

- Must be dually-licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7.

- Proven experience in financial sales.

- Ability to independently close business.

- Strong understanding of wealth management principles and investment strategies.

- Excellent math skills with the ability to analyze complex financial data.

- Exceptional sales skills with a focus on customer relationship management.

- Ability to communicate complex financial concepts clearly and effectively to clients.

- Strong organizational skills with attention to detail in managing client portfolios.

- Join us as a Financial Services Advisor where you can make a significant impact on our clients' financial futures while advancing your career in a dynamic environment.

Job Description

Job Description

The Moody Street Group, LLC , a general agency, of The Companies of OneAmerica® , works with a diverse clientele including individuals, business owners, professionals and families.  We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth.  The Moody Street Group, LLC , with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates.  We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. 

Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction.  We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients.  Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program.  New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry.  We offer competitive compensation.  We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. #ZR

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Job Description

Job Description

Jones Technical Institute is a trade and technical school located in Jacksonville, Florida and we are seeking a dynamic, energetic, skilled, and knowledgeable individual to fill an open position as a Financial Services Coordinator. The qualified candidate is the primary student contact within with prospective students with regard to advising the students and parents on the phone, via email, and in person. This position is also responsible for the administration and coordination of the institution’s loan programs and financial aid literacy program. Special projects and/or other duties may also be assigned as deemed appropriate. The financial Services Coordinator will, in general, contribute to the planning and execution of the Enrollment Management recruitment and retention efforts.

Essential job duties include but are not limited to:

• Coordinating the tracking and collection of all application materials for student applying for any types of financial aid
• Packaging and awarding Federal financial aid
• Partnering with other Financial Aid officers, Admissions Representatives, Business Officers, Faculty and Management teams
• Motivating prospective students and family members to feel comfortable making the decision to invest in the programs offered at our institution and complete the enrollment process
• Customer service related tasks to include, telephonic communication, email, mail, in-person interviews 

Education required: Associate’s Degree, Bachelor’s Degree preferred. May substitute experience in field for degree requirement.

Job Description

Job Description

Description

Kickstart Your Career with Purpose – Join WeCare Centers as a Financial Services Coordinator!

Are you detail-oriented, organized, and ready to make a real difference in people’s lives? At WeCare Centers near Cedarhurst, NY, we’re looking for a Financial Services Coordinator to join our team — someone who thrives in a collaborative environment and is eager to grow within the long-term care industry.

In this key role, you'll be the connection point between our facility and families, attorneys, and care teams — helping to ensure smooth communication and accurate financial processes. You'll manage resident trust accounts, track petty cash, and support our Accounts Receivable operations, all while contributing to a mission-driven organization that values care and compassion.

Key Responsibilities

Liaison Functions
· Serve as the primary point of contact for attorneys, guardians, and financial representatives related to resident billing, guardianships, and legal documentation.
· Coordinate and track progress on Medicaid applications, third-party authorizations, and related documentation needs.
Resident Financial Accounts
· Monitor and reconcile resident trust funds and petty cash accounts in accordance with regulatory and internal policies.
· Ensure proper documentation and communication regarding resident financial activity and fund disbursements.
Accounts Receivable Support
· Assist with AR tracking and aging analysis; follow up on outstanding balances and provide updates to the business office and regional teams.
· Support preparation of AR-related reports for internal leadership and audits.
Documentation & Compliance
· Maintain organized records of legal and financial documentation (e.g., POAs, guardianship papers, court correspondence).
· Ensure compliance with federal, state, and facility policies related to resident finances and billing.
Cross-Functional Collaboration
· Work closely with the facility business office, social services, admissions, and corporate finance teams to ensure accurate and timely financial coordination.
· Coordinate with the reimbursement and finance teams on outstanding AR, collections strategies, and payer-related challenges.

Skills, Knowledge and Expertise

Required: 

• Familiarity with Accounts Receivable processes and Medicaid/Medicare payer systems
• Strong organizational and communication skills
• Ability to manage sensitive information with discretion
• Proficiency with Microsoft Office Suite and electronic health records (EHR) systems

Preferred:

• Prior experience in a skilled nursing facility or healthcare setting 
• Experience working with legal representatives, guardians, or fiduciaries
• Knowledge of Medicaid application and follow-up processes
• Comfort with multi-tasking in a fast-paced environment
• Detail-oriented with a proactive, solution-focused mindset

Benefits

• Health, Dental, and Vision Insurance
• Voluntary Benefits
• 401(k) with Discretionary Match
• PTO Exchange Program 

We reward hard working and caring professionals with competitive pay, benefits, and growth opportunities!

Job Description

Job Description

What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it’s possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers. This career isn’t for everyone, but the best Agents and Managers in our company will tell you there’s nothing else like it. Successful Agents at New York Life Insurance Company come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That’s one reason our company is a great place to build your career. Join us. If you're looking for a career where you can grow your own business and make a difference in your community, then let’s talk. We're looking for motivated self-starters who want: •Comprehensive and ongoing professional training and development •State-of-the-art marketing and sales solutions •A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients •A clearly defined career path, including opportunities in Management for qualified individuals. •Comprehensive benefits, including a defined benefit pension plan,1 and significant earnings potential Here's what you'll do: As a New York Life Agent, you'll be offering high-quality life insurance, fixed annuities, 2 long-term care insurance, and other products for insurance and retirement planning needs. You'll also: •Develop and implement business and marketing plans •Prospect for potential clients • Discuss financial concerns and needs of individuals •Present potential solutions using our suite of products and services •Develop your professional skills and knowledge

Job Description

Job Description

We seek a professional to be responsible for providing advice and solutions that effectively address the financial goals and objectives, as well as the needs and concerns, of members. The role develops long term relationships to grow business.

Job Responsibilities:

· Cultivate strong relationships with members by consistently using the prescribed sales process.

· Provide fee-based financial planning, along with commissionable product solutions, and asset management to members.

· Grow Assets under Management (AUM) by offering a breadth of financial solutions.

· Cultivate strong working relationships and trust among credit union staff by conducting regular training, attendance/participation at credit union staff meetings and functions, and sending referrals back to the credit union.

· Effectively deliver multiple services and expertise to clients by providing professional fee-based advice, commissionable products, financial planning, and asset management.

· Effectively implement/leverage technology and other available investment tools and resources to provide clients an exceptional member experience on a consistent basis.

· Meet or exceed credit union cross selling goals as established in the credit union commitment letter.

· Meet or exceed production goals, with an appropriate product mix.

· Collaborate with credit union, create and execute on an annual marketing plan.

· Pursue member feedback regarding their experience including the process and the outcome.

· Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.

· Bachelor's degree in business, Finance or equivalent trade off in professional work experience required

· 3-5 years successful financial services sales experience; with a verifiable commission history of at least $150,000 Gross Dealer Concessions.

· Life, health and variable insurance license.

· FINRA Securities Industry Essentials Examination (if applicable), Series 7, 63 and IAR (65/66 or appropriate designation) registrations.

· LUTCF, CLU, ChFC or CFP designation preferred.

· Demonstrated ability to effectively build business relationships with diverse clients.

· Demonstrated ability to translate complex information, create and deliver an effective message scaled to appropriate audience.

· High level oral and written communication skills.

For individuals new to this role:

-Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.

-Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met

Physical Job Analysis:

While performing the duties of this job, the employee is regularly required to sit, stand, write and operate a computer keyboard, standard office equipment and telephone. The employee is frequently required to move about and reach for items. The employee may occasionally lift and/or move up to 10 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

PIecb4d7d40a09-25405-37048140

Job Description

Job Description

We seek a professional to be responsible for providing advice and solutions that effectively address the financial goals and objectives, as well as the needs and concerns, of members. The role develops long term relationships to grow business.

Job Responsibilities:

· Cultivate strong relationships with members by consistently using the prescribed sales process.

· Provide fee-based financial planning, along with commissionable product solutions, and asset management to members.

· Grow Assets under Management (AUM) by offering a breadth of financial solutions.

· Cultivate strong working relationships and trust among credit union staff by conducting regular training, attendance/participation at credit union staff meetings and functions, and sending referrals back to the credit union.

· Effectively deliver multiple services and expertise to clients by providing professional fee-based advice, commissionable products, financial planning, and asset management.

· Effectively implement/leverage technology and other available investment tools and resources to provide clients an exceptional member experience on a consistent basis.

· Meet or exceed credit union cross selling goals as established in the credit union commitment letter.

· Meet or exceed production goals, with an appropriate product mix.

· Collaborate with credit union, create and execute on an annual marketing plan.

· Pursue member feedback regarding their experience including the process and the outcome.

· Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.

· Bachelor's degree in business, Finance or equivalent trade off in professional work experience required

· 3-5 years successful financial services sales experience; with a verifiable commission history of at least $150,000 Gross Dealer Concessions.

· Life, health and variable insurance license.

· FINRA Securities Industry Essentials Examination (if applicable), Series 7, 63 and IAR (65/66 or appropriate designation) registrations.

· LUTCF, CLU, ChFC or CFP designation preferred.

· Demonstrated ability to effectively build business relationships with diverse clients.

· Demonstrated ability to translate complex information, create and deliver an effective message scaled to appropriate audience.

· High level oral and written communication skills.

For individuals new to this role:

-Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.

-Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met

Physical Job Analysis:

While performing the duties of this job, the employee is regularly required to sit, stand, write and operate a computer keyboard, standard office equipment and telephone. The employee is frequently required to move about and reach for items. The employee may occasionally lift and/or move up to 10 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

PIecb4d7d40a09-25405-37048140

TransUnion's Job Applicant Privacy Notice

Personal Information We Collect

Your Privacy Choices

What We'll Bring:

At TransUnion, we strive to build an environment where our associates are in the driver’s seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, our associates have the opportunity to learn new things and be a leader every day.

What You'll Bring:

• Minimum bachelor’s degree in economics, behavioral economics, finance, statistics, industrial engineering, mathematics, social sciences, computer science, or related field(s)
• Minimum 2 years of work experience preferably in retail banking, payments industry, data analytics, financial services, or consulting
• Proficiency in Microsoft Excel, SQL, and PowerPoint
• Ability to perform data analytics to draw insights out of data and develop a storyline for client presentations
• Strong verbal and written communication skills to directly interface with internal stakeholders on a daily/weekly basis
• Responsible for multi-faceted consulting/advisory relationship with market leading U.S (United States). consumer bank (credit cards, retail deposits and other loan types).Consulting engagement is comprised of the following products/services: syndicated benchmark studies, dedicated analytics, and modeling solutions
• Provide support in the areas of business strategy, product management, pricing/profitability, customer rewards, prospect targeting and risk/fraud

Impact You'll Make:

• Supports creating a project scope and analytic approach in response to requests from stakeholders
• Ability to manage day-to-day communications and status update meetings to align on work objectives
• Ability to independently manage own workflow for analytic projects
• Provides oversight and technical support to other team members
• Validates that data is accurate and deliverables are client ready both for work produced by the individual and by other team members

Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.

Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company’s reputation are also essential expectations of this position.

Benefits:

TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion’s Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans.

We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law.

Pay Scale Information : The U.S. base salary range for this position is $62,000.00 - $90,000.00 annually. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual’s education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Regular, fulltime non-sales positions may be eligible to participate in TransUnion’s annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents.

TransUnion's Internal Job Title:

Specialist II, Business Operations #J-18808-Ljbffr

EXCITING NEWS!

Our office is now seeking hardworking individuals who are ready to put in the work to achieve their financial independence and be a part of a bigger purpose. If helping people is something that you're passionate about then this job is perfect for you!

NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.

Description: We are seeking motivated and driven individuals to join our team. You will be responsible for assessing client financial needs, educating them on our services and recommending appropriate insurance & financial products to help them achieve their intended goals. You will also have the opportunity of brokerage ownership.

This position can be fully remote. Great for the stay-at-home career seeker or someone wanting to work part-time. Licensure will be required within the first 30 days. All required pre-licensing courses & required state licenses are covered by the company.

The desired candidate would possess the following skills:
• You're a self-starter capable of thriving on a team
• Excellent customer service skills
• Entrepreneurial Mindset
• Strong leadership and decision-making skills
• Ability to develop, manage and drive growth
• Access to Internet or Wi-Fi connection
Requirements:
• Must be 18+ (This is a FEDERAL requirement)
• Must pass a STATE background check (No Felonies)
• Self-Disciplined, Self-Accountability
• Trustworthy & Honest
• A certified GO GETTER!
What we provide:
• Training Bonus program
• State Life Insurance License
• Federal Securities (Investment) License - SIE, Series 6, 63, 26, & 65
• Mortgage (Loan Originator) License
• Part-time or Full-time Flex options
• No Quotas or Caps on Commissions
• Stock opportunities
• Residual Income Opportunities (11 income streams)
• Must live in the USA and have a valid work visa/ssn.

Job Title: Financial Specialist Department: Customer Service, Sales, and Marketing Employment Type: Contract (Remote)
About Us:
At Primerica, we help families achieve financial independence by empowering them to earn more income, become properly protected, and achieve a debt-free lifestyle. Our mission is to provide financial solutions that build a secure future for our clients, and we’re looking for driven individuals to help us make a lasting impact.
Job Overview:
We are seeking a motivated and results-driven Financial Specialist to join our Customer Service, Sales, and Marketing team. In this remote, contract role, you will be responsible for generating leads, conducting sales calls, and promoting financial services, including life insurance and investment products. You will also build and maintain relationships with clients, providing them with financial advice tailored to their needs. A key aspect of the role will be meeting sales targets and contributing to the overall success of the department.
Key Responsibilities:
* Lead Generation & Networking: Proactively generate leads through various channels, network with potential clients, and establish relationships within the community.
* Sales Calls & Consultations: Conduct sales calls to present financial solutions, answer client questions, and effectively close sales.
* Client Relationship Management: Build and nurture long-term relationships with clients by providing ongoing financial advice and support.
* Marketing & Promotions: Collaborate with the marketing team to develop campaigns that drive interest in our financial services.
* Sales Targets: Meet and exceed monthly and quarterly sales targets, tracking progress and adjusting strategies as needed.
* Client Education: Educate clients on the benefits of financial planning, life insurance, and investment products.
Required Qualifications & Skills:
* Excellent communication and time management skills.
* Strong customer service and relationship management skills, with a focus on building long-term client partnerships.
* Self-motivated and target-driven, with the ability to work independently in a remote environment.
* Eagerness to learn new skills and adapt to evolving industry trends.
Preferred Qualifications:
* Valid Life Insurance and Investment licenses.
* Previous experience in the financial services industry is a plus.
* Proven experience in sales, networking, or marketing.
* Excellent negotiation skills, with the ability to explain complex financial concepts simply.
Why Join Us?
* Flexible Remote Work: Enjoy the convenience of working from anywhere.
* Growth Opportunities: As part of a growing team, you’ll have the chance to learn and advance in your career.
* Supportive Environment: We believe in the power of teamwork and continuous development.
* Impactful Work: Help families achieve financial security and independence.