financial services associate

Diamond Financial LLC 

We are seeking a dedicated and detail-oriented Financial Representative to join our team. No MAIN EXPERIENCE NEEDED. In this role, you will serve as a key point of contact for clients, providing expert guidance on financial products. Don't have a Licenses? No worries we pay your licenses for you. The Licenses you can obtain are (Life Insurance Licenses, Series 6,63,26,65) Must PASS BACKGROUND check. NO experience needed. We will train you and help you through the full process and get you paid training. Takes 7 to 14 days to get licensed. Must be 18+ to start.Your primary responsibilities will include managing customer relationships, processing financial transactions, and promoting financial solutions that meet clients' needs. The ideal candidate will possess strong sales skills, a solid understanding of banking and financial services, and a commitment to delivering exceptional customer service. This position offers an opportunity to grow within the financial industry while helping clients achieve their financial goals.Duties<ul><li>Engage with clients to understand their financial needs and recommend appropriate products and services</li><li>Manage customer relationships through ongoing communication and personalized service</li><li>Process loan applications, loan origination, and related documentation accurately and efficiently</li><li>Conduct sales activities including upselling banking products and cross-selling financial services</li><li>Detect and prevent fraud by monitoring transactions for suspicious activity</li><li>Utilize financial software to record transactions, update account information, and generate reports</li><li>Maintain compliance with banking regulations and internal policies</li><li>Support relationship management efforts to foster long-term client engagement</li></ul>Qualifications<ul><li>No MAIN EXPERIENCED REQUIRED</li><li>Excellent customer service skills with the ability to communicate complex financial concepts clearly</li><li>Basic math skills necessary for daily operations involving calculations and balancing accounts</li><li>Ability to handle multiple tasks efficiently while maintaining attention to detail</li><li>High school diploma or equivalent; additional certifications in finance or banking are a plus</li></ul>This role is ideal for motivated individuals seeking to advance their career in the financial industry by providing exceptional service and building lasting client relationships.Job Types: Full-time, Part-time, ContractPay: $1,000.00 - $4,000.00 per weekWork Location: Riverside CAJob Types: Full-time, Part-timeBenefits:<ul><li>401(k)</li><li>Flexible schedule</li><li>On-the-job training</li><li>Professional development assistance</li><li>Referral program</li><li>Work from home</li></ul>Work Location: In personPay: $1,000.00 - $2,500.00 per weekBenefits:<ul><li>Financial planning services</li><li>Flexible schedule</li><li>Life insurance</li><li>Paid training</li><li>Professional development assistance</li></ul>Work Location: In person

Financial Services Associate

A-OK Enterprises LLc

<div><div><div>Benefits:</div>
<ul><li>401(k)</li>
<li>401(k) matching</li>
<li>Dental insurance</li>
<li>Employee discounts</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Paid time off</li>
<li>Vision insurance</li>
</ul></div><div><div>We are a Financial Services company in the greater Wichita, KS area. We are looking for teller candidates to better our team. You will be responsible for approval of loans and providing excellent customer service in the financial services industry. 
</div>
<div>Responsibilities: 
</div><ul><li>Greeting Customers</li>
<li>Approval of Payday and Title Loan products</li>
<li>Communicating terms and conditions of loans</li>
<li>Performing check cashing transactions</li>
<li>Responsible balancing of personal cash drawer</li>
<li>Resolving customer concerns</li>
<li>Supporting teller team education and development</li>
<li>Coaching team to achieve department goals</li>
</ul><div>Qualifications: 
</div><ul><li>Previous experience in financial services preferred</li>
<li>Strong customer service</li>
<li>Strong leadership qualities</li>
<li>Ability to work under pressure</li>
<li>Ability to multi-task</li>
<li>Ability to work flexible hours</li>
<li>Good communication skills</li>
<li>Ability to coach and educate teller team</li>
<li>Bilingual in Spanish is preferred</li>
</ul><div>Ability to work evenings and weekends as needed or scheduled.</div></div></div>

TM Team

Job Title: Financial Services RepresentativeJob Type: Full-time / Part-timeCommission-Based (Training Provided)Location: Denver, CO (Hybrid / Remote Options Available)Job Description: We&rsquo;re expanding our financial services team and looking for motivated individuals who want to build a long-term career, earn uncapped income, and receive professional training&mdash;no prior experience required.Financial Services Representative, you&rsquo;ll help individuals and families protect their finances through life insurance and financial solutions while developing valuable sales and leadership skills.Responsibilities:<ul><li>Educate clients on insurance and financial protection options</li></ul><ul><li>Schedule and conduct virtual or in-person appointments</li></ul><ul><li>Follow up with warm leads (no cold door-knocking)</li></ul><ul><li>Learn sales, communication, and leadership skills</li></ul><ul><li>Build and grow your own book of business</li></ul>What We Offer:<ul><li>Paid training &amp; licensing support</li></ul><ul><li>Flexible schedule</li></ul><ul><li>Uncapped commission + bonuses</li></ul><ul><li>Mentorship from top-performing agents</li></ul><ul><li>Growth opportunities into leadership and management</li></ul>Requirements:<ul><li>Coachable and motivated mindset</li></ul><ul><li>Strong communication skills</li></ul><ul><li>Must be 18+ and legally able to work in the U.S.</li></ul><ul><li>No experience required (training provided)</li></ul>Apply Today: Submit your resume or apply directly&mdash;we&rsquo;re scheduling interviews this week.Job Types: Full-time, Part-time, ContractPay: $50,000.00 - $100,000.00 per yearBenefits:<ul><li>Flexible schedule</li></ul><ul><li>Life insurance</li></ul>Work Location: RemotePay: $50,000.00 - $100,000.00 per yearBenefits:<ul><li>Flexible schedule</li><li>Work from home</li></ul>Work Location: Hybrid remote in Englewood, CO 80110

Financial Services Associate/ Insurance Consultant

Certified Financial Services, LLC

Financial Representative Summer Associate Career Launch to Advisor pathGain entrepreneurial skills and a foundation for a rewarding career.You won&rsquo;t be pushing pencils here. This highly immersive and development-packed program provides you the chance to see if running your own financial services practice could be in your future.For the right person, a career as a Financial Representative with Certified Financial Services and The Guardian Network allows you to experience entrepreneurship with support and make a difference in peoples&rsquo; lives while achieving your own professional and financial goals.Through our summer associate program, you&rsquo;ll be doing the day-to-day work of a financial professional, with guidance and mentorship in developing the skills necessary to build a thriving business. Plus, you&rsquo;ll have a foundation that allows for a fast start should you decide to pursue this path full-time. Take advantage of the &ldquo;head-start&rdquo; to building a practice once contracted as a Financial Representative.You are&hellip;&middot; A self‐motivated individual with a confident personality, high integrity, and a strong desire to succeed&middot; Passionate about cultivating long-term relationships to help others reach their goals&middot; Ambitious, entrepreneurial, and looking for career growth and developmentOnce you pass your state licensing exam, you&rsquo;ll be&hellip;&middot; Learning about: marketing, client prospecting techniques, the sales cycle, product offerings, team building and collaborative practices, time management, and more&middot; Working directly with peers and mentors on &ldquo;real world&rdquo; cases, preparing illustrations for prospects or existing clients; earning commissions on sales&middot; Working with clients to understand their goals, concerns, and current financial information. Analyzing information to create plans with appropriate strategies, products, and services. Gain insight into how financial professionals work with individuals and families to discuss financial goals and strategies.&middot; Developing and maintaining a base of clients who value your input and guidance. Learn the fundamentals of client acquisition and how successful advisors grow their practices.. Have the opportunity to &ldquo;try out&rdquo; a career in financial services, mentored by experienced financial representatives, wealth managers, and financial advisors.What we provide&hellip;&middot; Development, mentorship, and training&mdash;locally, virtually, and nationally&mdash;providing you with all the knowledge and information you need to build your practice with us. An immersive program designed for career and skill development. Opportunity to transition from a Summer Associate to a Financial Representative/Financial Advisor.. Licensing opportunities, including Life, Accident &amp; Health License, as well as Securities Licenses (SIE/Series 7/Series 66)Benefits...&middot; This highly immersive and development-packed program provides you the chance to see if running your own financial services practice could be in your future and allows you to earn commissions on sales you make throughout your internship&middot; A realistic understanding of the full-time Financial Representative career along with the opportunity to &ldquo;try out&rdquo; a career in financial services, mentored by experienced financial planners. Prep for Series 7 and Series 66. Sponsorship for Life and Health insurance examsRequirements&hellip;&middot; Pass state licensing exam&middot; Must be graduating in May 2026 or have graduated since 2024.&middot; Must be willing to commute to Paramus, NJ or Farmington, CTWho we are:CFS offers a unique and rewarding career in financial services to highly motivated entrepreneurs, recent college graduates, people experienced in other careers, as well as financial professionals looking to offer more holistic financial planning opportunities to their clients. We understand that each member of this community has important goals - some financial, others personal - and at the core, our goals begin and end with a focus on the people who matter most in our lives. We start by discussing &quot;what's possible&quot; and take you all the way to &quot;it's happening, and I know I'm prepared.&quot; Protecting our families, planning for the future, and having the confidence to know that no matter what life may have in store, we are prepared.We offer a collaborative environment, robust training programs, and the opportunity to create a meaningful impact in your clients&rsquo; lives. Whether you are looking to grow your career or are new to the financial services industry, CFS provides the tools and support to help you succeed.With Certified Financial Service&rsquo;s proven professional development process, you have the opportunity to grow into a successful financial professional. We provide the required resources, weekly trainings, and personal mentorship to shape you both professionally and personally into a thriving Financial Advisor. Take the first step towards a career with CFS and unlock your full potential today!Certified Financial Services is an Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network&reg; is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-155774Pay: $2,000.00 - $4,000.00 per monthBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee discount</li><li>Financial planning services</li><li>Flexible schedule</li><li>Health insurance</li><li>Life insurance</li><li>Referral program</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: In person

Financial Representative Summer Associate Career Launch to Advisor

Everbank

<div>Rotational Development Associate - OCFO 
As an associate in the Early Talent Rotational Development Program (RDP) in the Office of the Chief Financial Officer (OCFO), you will be tasked with utilizing advanced academic knowledge, skills, and experience to apply tactics and strategies to solve real finance, accounting and treasury challenges for a mission driven financial services organization. Participants in this two year rotational program will have the opportunity to experience up to four professional rotational experiences within the OCFO. Each assignment will be in different areas of the Finance, Accounting, and Treasury group, offering exposure to a breadth of experiences related to the Bank's finances and operations. In addition, this role provides unique networking opportunities, access to senior leadership, and ongoing personal and professional developmental opportunities. 
 
Key Responsibilities and Duties
<ul>
<li>Analyzes and interprets financial data to support various business objectives. Examples may include the analysis of financial data in comparison to the budget/forecast; review and analysis of general ledger details to ensure accuracy and to identify variance drivers; FX hedge analysis, ad hoc analysis to determine the basis for month over month changes in key interest rates, etc.</li>
<li>Independently prepares and generates financial reports. Examples may include monthly one-time cost expense reports, Quarterly Repricing and Maturing Balance reports, GAP, EVE, Static EaR reporting, and other ad hoc department reports. May also assist with the generation of monthly and quarterly board financial reports for distribution to executive leadership and investors.</li>
<li>Participates in general ledger journal entry posting activities during the closing process to ensure the accuracy of financial statements. Also generates monthly journal entries on investment and derivatives.</li>
<li>Builds new finance planning models for forecasting and expense management. Also responsible for other modeling activities such as building, enhancing and testing the modeling features within the Empyrean system, headcount/staffing expense modeling, etc.</li>
<li>Independently executes project activities that require an understanding of the business objectives and substantive analysis. Duties may include the creation of meeting or project timelines, tracking task completion, and communicating results to stakeholders.</li>
<li>Utilizes advanced academic knowledge, professional standards and care, skills and experience to apply tactics and strategies to solve real finance challenges.</li>
<li>Conducts peer Bank research and presents findings and analytical insights to management (including review of earnings calls, financial statements, and market commentary, etc.).</li>
<li>Prepares presentation decks on financial topics and presents the information with commentary to business leaders as needed.</li>
<li>Attends required weekly FMP team meetings and performs other special projects and requests as needed.</li>
</ul>
Educational Requirements
<ul>
<li>University (Degree) Preferred</li>
</ul>
Work Experience
<ul>
<li>No Experience Required</li>
</ul>
Physical Requirements
<ul>
<li>Physical Requirements: Sedentary Work</li></ul> 
 
Career Level 
5IC
Requirements:
Posting end date - 4/13/26 
 
Req Benefits:
EverBank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company:
<ul>
<li>Medical, dental, vision &amp; HSA/FSA
</li><li>401(k) savings</li>
<li>Paid holidays &amp; generous PTO</li>
<li>Additional wellness &amp; voluntary benefits</li>
</ul>
<div>Additional Company-provided benefit options (subject to plan terms):
<ul>
<li>Tuition reimbursement</li>
<li>Commuter Benefits</li>
<li>Life and Disability Insurance</li>
</ul>
</div> 
Compensation: $30 - $41
 
Additional Details :
<div>EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC
</div>
<div></div><div>Notice to Job Seekers</div></div>

Rotational Development Associate - Finance

Kuza Ventures

Position: HR AssociateLocation: Dha Phase 8, Karachi, PakistanIndustry: Financial ServicesExperience: 1&ndash;2 years of post-qualification experience in a similar HR role.Education: BBA or MBA with specialization in Human Resources or a related field.Key Responsibilities- Support end-to-end recruitment activities, including coordination, documentation, interview scheduling, and onboarding processes.- Liaise with recruitment agencies across regions to manage candidate sourcing, screening, and shortlisting in line with organizational requirements.- Maintain and update employee records across the region, ensuring accuracy and confidentiality.- Handle daily HR operational tasks such as attendance tracking, responding to employee queries, documentation, and coordination with support teams.- Assist in executing employee engagement initiatives, internal communications, and HR projects.- Conduct regular check-ins with regional stakeholders to understand challenges, gather requirements, and ensure timely resolution of HR-related matters.Required Skills &amp; Attributes- Strong interpersonal and communication skills with the ability to coordinate effectively across teams.- Solid understanding of HR operations, recruitment processes, and employee lifecycle management.- Proficiency in MS Excel, Word, and PowerPoint.- Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment.Apply at Recruitment@Kuzaventures.comApplication Question(s):<ul><li>Have you worked in a Financial Services company?</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>Human Resources: 1 year (Required)</li></ul>Language:<ul><li>English (Required)</li></ul>Location:<ul><li>Karachi (Required)</li></ul>Work Location: In person

HR Associate - Financial Services

NTT DATA

Req ID: 367701
 
NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.
 
We are currently seeking a Financial Analysis Associate to join our team in Plano, Texas (US-TX), United States (US).
 
Financial Analysis Associate
 
About NTT DATA
 
NTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world's leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. our consulting and Industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is a part of NTT Group, which invests over $3 billion each year in RD.
 
Whenever possible, we hire locally to NTT DATA offices or client sites. This ensures we can provide timely and effective support tailored to each client’s needs. While many positions offer remote or hybrid work options, these arrangements are subject to change based on client requirements. For employees near an NTT DATA office or client site, in-office attendance may be required for meetings or events, depending on business needs. At NTT DATA, we are committed to staying flexible and meeting the evolving needs of both our clients and employees. NTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com and @talent.nttdataservices.com email addresses. If you are requested to provide payment or disclose banking information, please submit a contact us form, https://us.nttdata.com/en/contact-us.
 
NTT DATA endeavors to make https://us.nttdata.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at https://us.nttdata.com/en/contact-us. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. NTT DATA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here. For Pay Transparency information, please click here.

Financial Analysis Associate

Search 10000+ Financial services associate jobs near you this April. New roles added regularly across leading industries. Apply today.

10000 financial services associate jobs Near Me

Financial Services Associate

Financial Services Associate

Financial Services Associate/ Insurance Consultant

Financial Representative Summer Associate Career Launch to Advisor

Rotational Development Associate - Finance

HR Associate - Financial Services

Financial Analysis Associate