The Financial Customer Associate at Fidelity Investments is a full-time, primarily phone-based contact center role focused on providing excellent customer service to clients. This position is designed for individuals living within 60 miles of the Greater Omaha metro area, offering a work from home setting with a complete work from home computer package provided. No finance background is required, as training is provided. The role involves establishing rapport with customers, using internal resources to arrive at the right solution, demonstrating excellent customer service skills, and assisting customers with professionalism.

CUSTOMER SUPPORT REP

Financial Customer Associate

The Financial Associate at Thoughtwave Software and Solutions will assist in the development, analysis, interpretation, invoicing, reporting, and presentation of financial claims expense and stop loss coverage information. This role requires a customer-facing, analytical, and finance background, as well as proficiency in Excel and healthcare industry experience. The position is remote but must be within approved states.

financial associate

Financial Associate

As a Financial Services Representative at Transamerica, you will play a crucial role in guiding clients towards financial empowerment from the comfort of their homes. This position involves educating clients on a range of financial products, including retirement plans, college funding, and insurance protection strategies. The role offers the flexibility of remote work, with a focus on inspiring clients to pursue work-life balance and financial security. No prior experience in the financial services industry is required, as training is provided.

Financial Services Representative (Sales and Related)

Financial Services Representative

As a Financial Representative at Fidelity, you will be the official face of the company, inspiring client dedication and engagement through integrity and honesty. This role involves customer service, phone, or financial services experience, with a focus on developing long-lasting positive relationships with clients. The position offers a competitive total rewards package, including a base salary, bonus or other variable compensation, and comprehensive benefits.

Financial Representative - Albany, NY

Financial Representative

This position involves working with a well-established Fortune 500 company and its A-rated partners in North America as a financial professional. The role includes acquiring state licensing, connecting with people to identify goals, educating, planning, and designing solutions for individuals, families, and business owners. The position offers a 100% commission-based compensation, with no ceilings or quotas, and includes opportunities for residual and passive income, as well as performance-based bonuses. The role is flexible, allowing for 100% remote work, and offers a high-income trajectory with career growth, mentorship from industry experts, and the option to build your agency.

Flexible Remote Career Opportunity

Financial Professional

Become a Financial Representative with Thoroughbred Advisors, a growing force in the Capital Region. This role involves cultivating and strengthening relationships with individuals to offer comprehensive financial planning, focusing on areas such as Advisory Services, Retirement Analysis, Insurance, Estate Strategies, Employee Benefits, and Business Continuation Strategies. The position offers access to high-quality planning, technology, and service experience, with a holistic method for developing financial wellness plans for each client.

Latham, NY

This position is for a Financial Services Representative, offering a fully remote work option, ideal for stay-at-home career seekers. No previous experience is necessary as training is provided. The role includes excellent customer service skills, an entrepreneurial mindset, strong leadership and decision-making skills, and the ability to develop, manage, and drive growth. All required pre-licensing courses and state licenses are covered by the company.

The Sullivan Agency is seeking a Financial Services Agent to join their team, offering a commission-based position with high earning potential and growth opportunities. The role involves selling various insurance products such as life, whole life, mortgage protection, annuities, and index universal life. The ideal candidate will have a growth and entrepreneurial mindset, resilience, positive attitude, self-motivation, coachability, strong work ethic, and alignment with the company's core values. No cold calling is required due to the company's proven system and leads system.

Financial Services Agent (Commission - Based)

Financial Services Agent

Global Financial Impact is seeking highly motivated, competent, capable, and committed business partners to become financial professionals and provide services that meet the needs of clients. This is a 1099 position with a performance-based business model, offering unlimited earning potential, free training, agency ownership opportunities, and a range of benefits including uncapped commissions, performance-based trips, and more. The role is fully remote, with options for part-time or full-time engagement, making it suitable for those looking to transition into a fulfilling career in finance.

Financial Professional (Remote)

The Account Associate role at State Farm Agent Team Member involves establishing customer relationships, following up with customers as needed, using a customer-focused, needs-based review process to educate customers about insurance options, and developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services. This fully remote position requires living within the state of Maryland and offers a salary plus commission/bonus, health benefits, paid time off, flexible hours, growth potential, and a hiring bonus up to $.

Account Representative - State Farm Agent Team Member

Account Associate

CornerStone Professional Placement is seeking a Finance Manager for a reputable pharmaceutical client. This role involves delivering financial planning and analysis services to assigned areas, supporting integrations, assisting senior management with long-range plans, annual budgets, rolling forecasts, and performance evaluations against forecasts. The position is a long-term contract role requiring the candidate to reside in Texas, Arizona, Florida, North Carolina, Indiana, Kentucky, Georgia, or South Carolina.

Finance Manager

The Finance Coordinator at Decision Point will play a crucial role in ensuring cohesive financial communication within the organization and implementing the budget plan. This full-time position, based in Whittier, CA, involves leading financial coordination efforts, budget management, and serving as the primary point of contact for staff to understand and act within the established financial framework. The role is integral to the organization's mission of proclaiming the gospel to the next generation through campus outreach and online coaching.

Finance Coordinator

The Finance Manager at United Way of the Greater Capital Region is responsible for all aspects of accounting, including producing monthly financial statements, applying accounting principles to analyze financial information, and ensuring appropriate accounting control procedures. This role involves managing the financial information gathering and recording process, preparing financial statements, maintaining the general ledger, resolving accounting discrepancies, and developing business performance metrics. The Finance Manager will also supervise Finance staff and assist in the annual budget and audit processes.

The Strategic Finance Associate at HeartFlow, Inc. plays a crucial role in constructing and updating long-range business and valuation models. This position involves collaboration with leadership across multiple functions to determine critical valuation drivers and their impact on the organization's financial planning. The role supports the Investor Relations function, develops financial models for financing activities, and conducts scenario analysis for pricing and business models to optimize value creation.

Strategic Finance Associate

As a Financial Customer Service Professional at Empower, you will launch your financial services career in our call center, providing excellent service to customers' retirement savings accounts. This role involves educating and empowering customers, communicating critical plan updates, processing various account changes, and offers the opportunity to train and study for FINRA Series 6 & 63 licenses. The position is ideal for individuals new to the industry, offering a paid associate training program and continuous coaching.

Financial Customer Service Professional

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Financial Associate Jobs in Mechanicville, NY Hiring Now

CUSTOMER SUPPORT REP

financial associate

Financial Services Representative (Sales and Related)

Financial Representative - Albany, NY

Flexible Remote Career Opportunity

Latham, NY

Financial Services Representative

Financial Services Agent (Commission - Based)

Financial Professional (Remote)

Account Representative - State Farm Agent Team Member

Finance Manager

Finance Coordinator

Finance Manager

Strategic Finance Associate

Financial Customer Service Professional