- Raymond James Financial, Inc. (The Woodlands, TX)
- …training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel ... that impact overall company revenue and help our clients realize their financial goals. **Essential Duties and Responsibilities** + Become trained and skilled to… more
- Ventura County (Ventura, CA)
- …these values into the workforce. THE POSITION Under general supervision, Human Services (HS) Client Benefit Specialist series performs operational functions ... service experience which includes interviewing customers/clients to obtain financial , employment, and personal demographic information, and processing applications… more
- Truist (New York, NY)
- …enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 7 or 79, 63 3. 6 years of related work experience 4. ... and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions 6 . Strong organizational and leadership… more
- ADP (El Paso, TX)
- …+ At least 2 years' proficiency with client service regarding qualified Plans. + Have SIE, Series 6 , Series 63 and Series 26 or be obtained within ... the day to day activities of a 401(K) client services team to ensure delivery of optimal service...experience with a TPA or record keeper. + General financial services background. General ERISA knowledge. +… more
- Robert Half Finance & Accounting (Houston, TX)
- …Licenses is a requirement. * Series 65 qualification is necessary. * Must hold a Series 6 license. * Ability to provide excellent client service is a ... is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client...be integral to our team, handling customer relations, managing financial data, and ensuring the smooth operation of our… more
- Coast Guard Community Services Command (Detroit, MI)
- …Date: 01/30/2025 Announcement #: 6410 Opening Date: 18 August 2025 Pay Plan/ Series /Pay Band: NF-2091-01 Closing Date: Until Filled Work Schedule: Part-Time (20-29 ... families! In this dynamic role, you'll provide exceptional customer service , assist with product selection, and ensure a smooth...on all major holidays *Availability must be Monday- Friday 6 :45am-4:15pm *Must be 18 years or older to apply… more
- Broadcom (Breinigsville, PA)
- …a Candidate Account, please Sign-In before you apply.** **Job Description:** Provides financial services and business support to organization management. Ensures ... that Broadcom operations are conducted in line with financial policies and controls. Responsible for the collection, recording,...at this level post-graduate coursework or Masters degree and 6 + years of related experience a plus **Additional Job… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... Service Associate who is a motivated, detail oriented and creative...Series 7 required or willing to obtain within 6 months. + Series 63, 65 and/or 66… more
- Coast Guard Community Services Command (New London, CT)
- …Date: 01/30/2025 Announcement #: 6453 Opening Date: 12 September 2025 Pay Plan/ Series /Pay Band: NF-2091-02 Closing Date: Until Filled Work Schedule: Full Time (30-40 ... quickly with a sense of importance. Provides outstanding customer service in the assistance to patrons in selection of...+ Current USCG NAF sales clerk with at least 6 months' experience as a USCG NAF sales clerk.… more
- Robert Half Finance & Accounting (Fairfax, VA)
- Description Paraplanner Financial Advisor ~ Washington, DC area Financial Services $90k, plus great benefits, growing company! My client is well established ... financial services company located in the Washington,...financial services company located in the Washington, DC area. with...2 + years' experience BS/BA degree Have an active Series 6 , 63, or 65 Active Life… more