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 - Advisory Services Outbound
A company is looking for an Associate Financial Advisor - Advisory Services Outbound. ...
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...
Sales & Business Development Associate, Enterprise Software *Remote*
TeamMate® has revolutionized the industry, empowering audit departments of all sizes to spend less time documenting and reviewing and more time providing value-added services. By providing an integrated paperless strategy for managing audits, TeamMate's audit software eliminates the barriers associa...
Oracle Technology Cloud - Senior Associate
Working experience extending Oracle Fusion capabilities and integrating with other on-prem/cloud applications using Oracle OCI PaaS services like Oracle Integration Cloud, Process Cloud and Visual Builder, Autonomous Database cloud services; and, . As a Senior Associate, you'll work as part of a tea...
Shift Supervisor- 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...
Dayforce WFM Implementation 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. ...
Office Assistant - Financial Firm
Prior experience in the financial industry preferred. ...
Oracle SCM Cloud OM 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. ...
Associate, Client Services/Customer Care Advisors
You will be required to partner with leaders, peers, product associates, sales, and relationship managers on required projects to service our clients and facilitate the continuous improvement of our products and services. Invest in Your Future: Secure your financial future throughpetitive pay, retir...
Financial Advisor
Financial planning and investment advisory services are providedby First Command Advisory Services, Inc. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a ...