- OneMain Financial (West Valley City, UT)
- …with dealers, merchants, and customers in handling the appropriate products or services OneMain offers by listening and understanding their financial situation. Our ... to inbound calls** from potential customers + Communicate with dealer and merchants in handling escalated situations + Form...to drive growth as well as demonstrating exemplary customer service standards and a high level of energy to… more
- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original Agency ... products, to help us expand our reach and provide a more holistic planning service to agents and agencies across the industry. Under the leadership of President Mark… more
- Navy Federal Credit Union (Vacaville, CA)
- Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video ... as a catalyst for the promotion and growth of NFIS products and services . Recommend appropriate mixture(s) of insurance/investment products and services to… more
- Santander US (Dallas, TX)
- …Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus ... "hands-on" approach to data analysis. You will work closely with credit risk, finance , data science, and product teams to deliver actionable insights that balance… more
- Edward Jones (Tempe, AZ)
- …internal and external trading systems and related tools + Deliver client service excellence by researching and resolving branch inquiries, including more complicated ... excellence initiatives + Develop internal and external networks, including dealer relationships Edward Jones' compensation and benefits package includes medical… more
- Navy Federal Credit Union (San Diego, CA)
- Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video ... as a catalyst for the promotion and growth of NFIS products and services . Recommend appropriate mixture(s) of insurance/investment products and services to… more
- JPMorgan Chase (New York, NY)
- …Specialists responsible for the successful rollout and adoption of new products, services , and processes across the Chase Wealth Management organization. This role ... Travel required 50% of the time. **Qualifications** + Bachelor's degree in Business, Finance , or related field; advanced degree preferred. + 10+ years of experience… more
- TD Bank (New York, NY)
- …degree + 10 or more years of experience in, with a registered US broker dealer or regulator, Branch Inspections testing a plus. + Strong knowledge of SEC, FINRA and ... other relevant regulatory requirements. + Strong Knowledge of operations, finance , regulatory reporting, sales and trading, and applicable rules and regulations, and… more
- Toyota (Plano, TX)
- …Do. Grow. with us. An important part of the Toyota family is Toyota Financial Services (TFS), the finance and insurance brand for Toyota and Lexus in North ... Architect - Professional is a plus. + Experience gained within Banking/Financial Services (Automotive Dealer Facing Applications)/FinTech sectors a plus. +… more
- Atria Wealth Solutions (Raleigh, NC)
- Through its relationship with CUSO Financial Services , L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment ... services to its member base in the Raleigh, NC...or insurance fields Education: + Four-year degree in Business, Finance , or Insurance or equivalent work experience + FINRA… more