A company is looking for an Associate Financial Advisor Bilingual - Advisory Services.Key Responsibilities : Educate and advise plan participants on available Advisory Services to assist in reaching retirement goalsIdentify opportunities to increase client assets and provide retirement planning discussionsAdhere to compliance procedures and document client interactions for follow-upQualifications : 2+ years of financial industry experienceFluent Proficiency in Spanish and EnglishFINRA Series 7, Series 63, and Series 65 registrations requiredCRPC within corporate established timelinesBachelor's degree preferred
Associate Financial Advisor
A company is looking for an Associate Financial Advisor to support clients in workplace plans and contribute to growth initiatives. ...
Customer Service Representative- Bilingual Spanish Preferred
Through our check cashing stores, we provide consumers with convenient financial products and services to help them manage their day-to-day financial needs. PLS—which stands for People – Location – Service—is a leading retail provider of alternative financial services. Although many of our customers...
Financial Clearance Associate
Verifies the eligibility/benefits, pre-authorization requirements, available payment options, financial counseling and other identified financial clearance related duties. Various groups within Financial Clearance sector: BCBS, Aetna, Cigna, Humana, Eligibility, Pre-Registration, Government (Medicai...
Retail Sales Associate - 2120
The Full-Time Pawnbroker / Retail Sales Associate position offers an hourly wage, PLUS employees earn commission based on productivity! The successful Pawnbroker's / Retail Sales Associate's actual pay will be based on various factors, such as: work location, qualifications, and experience. Full-Tim...
NetSuite Functional Consultant – Senior Associate
As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Implementing NetSuite order-to-cash, purchase-to-pay, and account-to-report workstreams and associated modules; . Exhibiting proven understanding of financial...
Customer Service Representative- Bilingual Spanish Preferred
Previous customer service experience in industries such as hospitality, financial services, retail or restaurant is preferred. They also sell company products and services. Promoting our products and services to current and potential customers. English/Spanish bilingual is a plus. ...
National Branch Financial Advisor
Offer the opportunity for clients to reengage with a First Command Field Advisor or National Branch Planning Advisor based off identified need and/or client’s willingness to actively participate in financial planning process. The National Branch Financial Service Advisor (NB-FSA) is responsibl...
Bilingual Financial Services Representative (FULL-TIME)
We are looking for bilingual financial services representatives to support inbound customer service, help desk, and back-office processing for commercial and public sector support positions. FINANCIAL SERVICES REPRESENTATIVE SUPPORTING COMMERCIAL AND PUBLIC SECTOR CLIENTS. Relevant experience in ban...
Financial Advisor/ Insurance Professional (Experienced)(Bilingual Spanish/Portuguese-preferred)
Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds. Financial Advisors offer investment advisory services through Eagle ...
Operations Consulting - Sourcing & Procurement - Coupa, Sr. Associate
SummaryA career in Operations Consulting services will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on category management, strategic...