As a Financial Advisor at Edward Jones, you will partner with clients to help them achieve their long-term financial goals, including retirement, wealth building, estate strategies, and funding education. You will develop and grow your own practice, supported by a team at the home office and regional financial advisors, while benefiting from the firm's 100-year history and extensive resources. This role involves building relationships, understanding clients' needs, and creating personalized financial strategies.

Financial Advisor

As a Customer Service Representative at Synchrony Financial, you will handle inbound calls from cardholders, ensuring exceptional customer service. This role involves maintaining up-to-date customer information, resolving inquiries, authorizing sales, and building relationships with clients, customers, and colleagues. This is a work from home position based in Rapid City, SD, with occasional in-person training required.

Customer Service - Full Time - Work From Home

Customer Service Representative

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 Services Representative at Fidelity, you will be part of a team dedicated to providing exceptional financial services to customers. This role involves supporting customers over the phone and in-person, preparing for a future as the official face of Fidelity in Investor Centers. The position includes paid training to obtain Series 7 & 66 licenses, personalized support, and a career development track to grow in planning. You will work from home and in an Investor Center, gaining confidence and developing proficiency in serving customers.

Financial Services Representative - Sunnyvale, CA

As a Financial Services Representative at Fidelity Investments, you will work in our Investor Center, engaging face-to-face with customers to offer guidance and personalized planning. This role focuses on deepening relationships with an existing client base, leveraging Fidelity's open architecture product platform and top industry resources. The position emphasizes professional growth, flexibility, and support, aiming for long-term success for both you and your clients.

FINANCIAL SERVICES REPRESENTATIVE

As a Financial Representative at Fidelity Investments, you will play a crucial role in shaping the branch atmosphere through integrity, honesty, and client engagement. This position involves customer service, phone, or financial services experience, with a focus on developing long-lasting positive relationships with clients. The role includes identifying opportunities to deepen relationships, managing multiple tasks, and being a technology champion for the branch.

Financial Representative - Campbell, CA

Financial Representative

As a Customer Service Representative at the American Red Cross, you will be responsible for contacting blood donors to schedule appointments, ensuring a positive service experience to maximize donor show rates. This role involves using multiple computer systems to target appropriate blood drives, maintaining accurate records, and developing new leads to increase the donor base. The position is remote but requires living in or around Tucson, AZ, with the first few days of training in the Tucson Call Center.

Customer Service Rep

As a Customer Service Representative at Achieve, you will be a crucial part of the Member Services team, impacting the lives of everyday people by providing innovative digital personal finance solutions. You will handle onboarding, new account setups, and offer support throughout the financial journey of our members, ensuring they receive empathy, care, and guidance. This role offers a 100% work-from-home opportunity for candidates in the Dallas/Ft. Worth metro area, with a focus on Monday to Friday, no weekend work.

Customer Service

Financial Services Representative - Dublin, CA

As a Financial Representative Trainee at Mutual of Omaha, you will undergo a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This includes a combination of self-study, hands-on experience projects, and a structured curriculum. The role offers a promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after completing licensing and onboarding requirements.

Financial Representative Trainee - Braintree, MA

Financial Representative Trainee

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 - Dublin, CA

As a Financial Systems Manager at The Walt Disney Company, you will support the modernization and implementation of SAP’s S/4 HANA general ledger software and other related systems critical to managing the company’s financial results. This role involves working closely with the Finance organization, Enterprise Technology, and business partners to ensure the successful implementation of SAP S/4HANA, a new consolidation application, and help lead master data governance and reporting close cycles. The position requires a strong operational understanding of accounting processes, expert functional/technical knowledge of SAP, and a customer-centric focus.

Financial Systems Manager

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

This position is responsible for resolving a high volume of accounts for services provided by Essentia Health in a virtual call center environment. The representative acts as the primary contact or liaison for patients to discuss outstanding self-pay balances, billing, and insurance questions, and is expected to provide timely resolution for all types of inquiries. The role involves providing efficient and accurate support for insurance, coding, registration, financial assistance, and other billing-related issues to help resolve patient financial responsibility, including account analysis, follow-up on delinquent accounts, and payment negotiation.

Patient Financial Services Representative I (Remote)

Patient Financial Services Representative I

As a Financial Consultant at Fidelity Investments, you will work in our Investor Center, engaging face-to-face with customers to offer guidance and personalized planning. This role focuses on deepening relationships with an existing client base, leveraging Fidelity's open architecture product platform and top industry resources. The position emphasizes professional growth, flexibility, and support, aiming for long-term success for both you and your clients.

Financial Consultant - Sunnyvale, CA

Financial Consultant

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Financial Services Representative Jobs in East Palo Alto, CA Hiring Now