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Financial services representative Jobs in Cary, NC

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Financial services representative • cary nc

Last updated: 15 hours ago
  • Promoted
Financial representative

Financial representative

rekrootRaleigh, NC, United States
Full-time
Our financial representatives are dedicated to helping individuals from all backgrounds achieve their financial goals.They create and execute tailored financial plans that illustrate members' curre...Show moreLast updated: 30+ days ago
  • Promoted
Account Executive, Financial Services

Account Executive, Financial Services

SASCary, NC, US
Full-time
Account Executive, Financial Services - Hybrid | Cary, North Carolina.Through our software and services, we inspire customers around the world to transform data into intelligence - and questions in...Show moreLast updated: 1 day ago
  • Promoted
Client Services Representative

Client Services Representative

Alliance Services, Inc.Raleigh, NC, United States
Full-time
DISCLAIMER : DO NOT APPLY IF YOU DON'T RESIDE IN THE UNITED STATES.DO NOT APPLY IF YOU ARE NOT LEGALLY AUTHORIZED TO WORK IN THE UNITED STATES OF AMERICA. You're not a paper-pusher - you're the engin...Show moreLast updated: 1 day ago
  • Promoted
Member Services Representative

Member Services Representative

Excel FitnessRaleigh, NC, United States
Full-time +1
Member Services Representative - Front Desk.General Manager (GM) / Assistant Manager (AM) / Shift Lead.Help promote our Judgement Free Zone, by representing our core values and adhering to our busin...Show moreLast updated: 30+ days ago
  • Promoted
Guest Services Representative

Guest Services Representative

301 South Academy ManagementCary, NC, US
Full-time
The Guest Service Agent is responsible for providing attentive, courteous, and efficient service to all guests during check-in, throughout their stay, and at checkout, while maximizing room revenue...Show moreLast updated: 30+ days ago
Financial Services Representative - North Hills (Personal Banker)

Financial Services Representative - North Hills (Personal Banker)

First Citizens BankRaleigh, North Carolina, US
Full-time
Overview A Financial Services Representative (FSR) supports sales and service delivery in the branch.The FSR builds and expands banking relationships through proactive customer outreach and custome...Show moreLast updated: 30+ days ago
  • Promoted
Member Services Representative

Member Services Representative

Planet FitnessRaleigh, NC, US
Full-time
Member Services Representative.Planet Fitness members, prospective members and guests.Essential Duties and Responsibilities. Greet members, prospective members and guests, providing exceptional cust...Show moreLast updated: 1 day ago
  • Promoted
  • New!
Financial Representative 1121

Financial Representative 1121

New York LifeRaleigh, NC, US
Full-time
Financial Professionals help clients identify and achieve their financial goals.We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financia...Show moreLast updated: 15 hours ago
  • Promoted
Field Services Representative

Field Services Representative

GAFRaleigh, NC, US
Full-time +1
At GAF Commercial we cover more than buildings.No matter what role, tenure, or department, under this roof you are helping to build the market leader in commercial roofing.Under this roof, we are a...Show moreLast updated: 17 days ago
  • Promoted
Client Services Representative

Client Services Representative

L&E ResearchRaleigh, NC, US
Part-time
L&E Research connects clients with consumers, medical professionals, business professionals, and more - for virtually any market research project. We make efficient and accurate connections through ...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Financial Services Representative

Financial Services Representative

AO Globe LifeRaleigh, NC, US
Full-time +1
Redefine Your Career with AO Globe Life : Make a Real Impact Every Day.At AO Globe Life, we're looking for candidates with great customer service skills to fill our Customer Service Sales Representa...Show moreLast updated: 15 hours ago
  • Promoted
  • New!
Financial Services Representative

Financial Services Representative

VirtualVocationsRaleigh, North Carolina, United States
Full-time
A company is looking for a Financial Services Representative (Remote) to advise students on educational funding options.Key Responsibilities : Advise students on financial payment options and assi...Show moreLast updated: 18 hours ago
  • Promoted
Client Services Representative

Client Services Representative

North Carolina State UniversityRaleigh, NC, United States
Full-time
Client Services Representative.Monday - Friday, 9 : 00 am - 6 : 00 pm; 40 hours per week.With over seventeen clinical services staffed by board certified specialists, many of whom are not only national...Show moreLast updated: 2 days ago
Financial Representative

Financial Representative

Cornerstone Advisor GroupRaleigh, NC, US
Full-time
Cornerstone Advisor Group (CAG) is seeking entrepreneurial candidates who are motivated by their ability to make an impact in people’s lives and help their clients do the planning needed to achieve...Show moreLast updated: 2 days ago
  • Promoted
Financial Representative

Financial Representative

The Western and Southern Life Insurance CompanyCary, NC, United States
Full-time
Explore Your Future at Western & Southern Life.Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly mot...Show moreLast updated: 30+ days ago
Financial Services Professional

Financial Services Professional

Bankers LifeCary, NC, US
Full-time
Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives.If you have a ...Show moreLast updated: 1 day ago
  • Promoted
Associate Financial Representative

Associate Financial Representative

Modern Woodmen of AmericaRaleigh, NC, United States
Full-time
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organi...Show moreLast updated: 3 days ago
  • Promoted
Associate Financial Representative

Associate Financial Representative

Modern WoodmenRaleigh, NC, United States
Full-time
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organi...Show moreLast updated: 2 days ago
Tax Senior - Financial Services

Tax Senior - Financial Services

EisnerAmper LLPRaleigh, NC, United States
Full-time
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 2 days ago
Financial representative

Financial representative

rekrootRaleigh, NC, United States
30+ days ago
Job type
  • Full-time
Job description

Our financial representatives are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.

About you :

  • Show integrity and character.
  • Demonstrate leadership skills.
  • Team-oriented.
  • Focus on results / success driven.
  • Can or have overcome adversity.
  • Grow by helping others.
  • Show volunteer spirit in the community.
  • Look for self-improvement opportunities.
  • Enjoy building long-term relationships.
  • Credible, trustworthy and honest.

Education and Training :

Our education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.

Qualifications :

  • Passion for bettering members’ financial lives.
  • Ability to obtain or already hold : an active life insurance license, FINRA securities registration (Securities Industry Essentials® / SIE), Series 6 and / or 7 license, and Series 63 license, as required by state).
  • Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
  • Benefits and perks :

  • Paid medical and dental insurance.
  • 401(k) retirement plan with company match.
  • Noncontributory pension plan.
  • Group term life insurance.
  • Expense-paid trips, bonuses and other incentives.