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16 jobs found

5mo ago

Licensed Financial Advisor - Client Service Advisor

Retirement Income Solutions LLC Murfreesboro, TN

Murfreesboro, TN

5mo ago Closed

$60k+/yr Full time Advisor Client Client Relations

This position is no longer accepting applications (closed May 5, 2026).

Job Description

Retirement Income Solutions LLC is seeking a Licensed Financial Advisor - Client Service Advisor to support clients from our on-site office in Murfreesboro, Tennessee. The role emphasizes comprehensive financial planning and attentive client service, covering investments, retirement planning, tax planning, and estate planning while fostering strong client relationships. A minimum of five years of experience, along with the required licenses, is essential for this position.

Responsibilities

Provide personalized financial planning services to clients, including investment strategies, retirement planning, tax planning, and estate planning
Conduct thorough financial assessments to understand clients' current financial situations and future goals
Develop customized financial plans based on clients' needs and risk tolerance
Monitor clients' investment portfolios and make recommendations for adjustments as needed
Stay up-to-date with market trends, economic developments, and changes in tax laws to provide accurate and relevant advice
Build and maintain strong relationships with clients through regular communication and meetings
Collaborate with other professionals, such as accountants and attorneys, to ensure comprehensive financial solutions for clients
Educate clients on various financial products and services available to them
Provide exceptional customer service by addressing client inquiries and concerns in a timely manner

Requirements

Bachelor's degree in finance, business, or a related field - preferred
Proven experience working in the financial services industry as a Financial Advisor or similar role
Strong knowledge of asset management, tax planning, cash management, and financial planning principles
Excellent mathematical skills with the ability to analyze complex financial data
Exceptional customer relationship management skills with the ability to build trust and rapport with clients
Strong sales abilities with a track record of meeting or exceeding targets
Knowledge of wills, trusts, estate law is preferred but not required
Excellent communication skills, both verbal and written
Ability to work independently and as part of a team

Experience & Licenses

Financial concepts: 5 years (Required)
Client services: 5 years (Required)

Licenses & Certifications

Series 65 (Required)
Life Insurance License (Required)

Compensation & Benefits

Salary: USD 60,000 per year
Bonus opportunities
Commission pay

Benefits

Paid time off
Paid training

Job Type

Full-time

Location & Relocation

Location: Murfreesboro, TN 37129 (onsite)
Relocation: Relocate to Murfreesboro, TN 37129 before starting work (Required)
Ability to commute: Murfreesboro, TN 37129 (Required)
Work location: In person

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5mo ago

Financial Analyst ( Media & subscription service )

Harvey Nash Cupertino, CA

Cupertino, CA

5mo ago Closed

$83+/hr Full time Accounting Accounts Payable Accounts Receivable

This position is no longer accepting applications (closed May 3, 2026).

Job Description

Contract Financial Analyst V providing strategic operational support for budgeting, reporting, forecasting, purchase orders and daily invoices across global Publicity, Studio Communications, Talent Relations, Awards and Events, reporting to the Director of PR Operations & Talent Relations for Client TV+ in Cupertino.

Responsibilities

Under the Director of PR Operations & Talent Relations for Client TV+, deliver strategic operational support for budgeting, reporting, forecasting, purchase orders and daily invoices across global Publicity, Studio Communications, Talent Relations, Awards and Events.
Ensure timely reporting and analyze actuals versus budgets, generate cost reports, and promptly resolve discrepancies to maintain accuracy.
Collaborate with Finance, Travel, Business Affairs and Legal, along with internal and external teams, to create and vet budgets and drive efficient processes.
Assist in contract reviews and cost analysis in partnership with Finance and Procurement.
Manage setup of vendors and external partners in collaboration with Procurement.
Perform other duties as assigned.

Requirements

Minimum eight years of experience in strategic billing and purchase order development and execution within the entertainment industry.
Proven track record of tracking budgets and financial planning.
Ability to assess resources, monitor costs and build partnerships across Client TV+, Client Original Films and Client Studios.
Proactive, with the ability to prioritize and manage multiple projects to meet deadlines.
Detail-oriented with strong organizational, collaboration, problem-solving and communication skills.
Eight years of experience across financial analysis, financial planning, cost tracking, billing, budgeting and purchase order management.

Job Details

Location: Cupertino, CA (onsite)
Duration: 7 months
Job Type: Contract
Pay: From $83.60 per hour
Education: Bachelor’s degree in Finance or Accounting
Minimum Experience: 8+ years

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5mo ago

Personal Service Advisor-Banker- JUNO BEACH / Palm Beach Gardens

Power Financial Credit Union Juno Beach, FL

Juno Beach, FL

5mo ago Closed

$19+/hr Full time Advisor Banker Banking

This position is no longer accepting applications (closed May 1, 2026).

Job Description

Power Financial Credit Union is seeking a full-time Personal Service Advisor/Banker to join its onsite team in Juno Beach, Florida. In this role, you will perform teller and platform duties, promote PFCU products and services, and support fraud prevention and risk mitigation to help members improve their financial well‑being. This position suits someone with at least one year of customer service experience and a high school diploma or GED, who can engage members professionally and collaborate across business lines.

Location

Juno Beach, FL (onsite)

Compensation

Hourly rate: USD 19 per hour

Responsibilities

Provide superior member service by following PFCU member experience standards while complying with BSA and Compliance regulations, procedures, branch security, Teller Balancing guidelines and all other PFCU policies and procedures.
Ensure cash drawer, checks received, and transfers are in balance on a daily basis.
Explain, promote, refer, and sell respective PFCU products and services.
Open and maintain a variety of accounts, products, and/or services for members after consulting on their individual needs.
Refer members to appropriate business lines to ensure member needs are met.
Handle basic loan requests for members.
Ensure new and existing deposit and loan accounts meet quality control standards.
Perform the activities required to meet production targets.
Assist members with Safe Deposit requests as needed.
Demonstrate problem solving skills and the ability to handle complex and multiple priorities.
Maintain a high level of personal integrity through a friendly and professional demeanor in addition to complying with the Code of Ethics & Conduct.
Ensure Net Promoter Score/NPS meets PFCU standards.
While working on the Teller line, look for opportunities to build rapport with members.
Listen for cues that will connect a promotion or financial solution to an expressed need.
Look at the member’s account profile for additional referral opportunities.
Encourage members to meet with a Personal Service Advisor and other business partners.
Follow up with members as needed.
Handle other teller functions, such as processing and recording requests for Negotiable Items (Money Orders, Cashier’s Checks, Visa Gift Cards, etc.).
Process the Night Drop, Mail and Automated Teller Machine (ATM) deposits using dual control.
Perform all other duties as assigned.

Requirements

High School graduate or GED equivalent required.
Minimum of one year customer service experience, preferably in a financial setting or retail setting.
Two year college degree preferred.
Math ability: must be able to perform basic mathematical calculations and balance cash with the assistance of a calculator.
Ability to perform accurate cash transactions.
Demonstrated ability to improve our members’ financial well-being via timely and relevant referrals.
MS Office applications: Word and Excel, basic to intermediate.
Strong attention to detail to include solid data entry with limited errors.
Ability to remain calm, patient, objective, and professional when presented with difficult situations.
Ability to work in a time sensitive environment and communicate decisions to all stakeholders.
Effective oral and written communication and ability to maintain working relationships.
Ability to meet attendance standards and adhere to the work schedule.
Ability to build rapport with members and recommend personalized banking financial solutions.

Technologies

Microsoft Word
Microsoft Excel

Schedule

Full-time during branch hours: Monday, Tuesday, Wednesday, Thursday 9:00 a.m. – 4:30 p.m. and Friday 9:00 a.m. – 6:00 p.m.
40 hours per week average, Monday through Friday.

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5mo ago

Universal Service Rep (Financial Service Rep)

Heritage Family Credit Union South Londonderry, VT

South Londonderry, VT

5mo ago Closed

$23 - $25/hr Full time Banking Business Development Cash Management

This position is no longer accepting applications (closed Apr 27, 2026).

Job Description

Heritage Family Credit Union’s Londonderry branch in South Londonderry, Vermont is seeking a Universal Service Representative to deliver a world-class member experience while supporting membership openings, lending processes, cross-selling, and daily branch operations. This onsite role offers a pay range of $23 to $25 per hour and requires at least one year of banking or sales experience with a high school diploma or equivalent.

Responsibilities

Cultivate relationships with individuals and local businesses to open new memberships.
Guide members through the consumer lending process from application to loan closing and identify additional financial goals we can support.
Assist members with compassionate problem-solving and provide education to help improve their future financial outcomes.
Welcome members with a friendly, professional demeanor to ensure a world-class experience on every interaction.
Handle member inquiries, loan requests, updates, troubleshooting, deposits, withdrawals, loan payments, transfers, and other transactions promptly and accurately.
Operate at a drive-up station as part of daily duties.
Open and close the branch, including arming and disarming security alarms and processing night drops or mail envelopes.
Support ATM or in-store ITM servicing and maintenance and perform check scanning as needed.
Maintain the MSR station at organization and supply levels, ensuring cleanliness and readiness.
Contribute to onboarding and training of new employees when required.
Collaborate with team members to meet branch goals and enhance the member experience while ensuring daily operations are completed.
Accurately process deposits, withdrawals, payments, and transfers as part of daily transactions.
Maintain up-to-date knowledge of all credit union products and services handled by Member Service Representatives and promote them as appropriate.
Actively identify, explain, and cross-sell credit union products and services where suitable.
Open new accounts and loans with proficiency, including consumer and business share accounts, term share certificates, debit cards, and more.
Ensure timely collection and review of account and loan documentation for accuracy and completeness.
Complete account and loan checklists and quality controls in a timely manner.
Adhere to credit union policies, procedures, and regulatory requirements, including AML and BSA considerations.
Assist other departments as needed, respond to emails and phone inquiries, and handle file, fax, and mail communications.
Back up other MSRs or FSRs as required and assist the Branch/Department Manager as needed.
Maintain reliable, predictable attendance and perform any other duties as assigned.

Requirements

High school diploma or equivalent is required.
Minimum of one year of banking and/or sales experience.
Experience with a financial institution involving account openings and lending is preferred.
Proficient with calculator, keyboard, and Microsoft Office Suite.
Basic computer and math skills.
Excellent verbal and written communication skills.
Strong attention to detail and problem-solving abilities.
Ability to work independently and as part of a team.

Technologies

Microsoft Office Suite

Benefits

Paid time off in addition to federal holidays.
Medical, dental, and vision coverage for employees working 24+ hours per week.
401(k) with company match.
Ongoing training opportunities.
Eight hours of volunteer time with an organization important to you.
Seasonal reimbursements for gym membership up to $25, hobby expenses up to $25, and fresh local foods up to $25.

Who We're Looking For

Strong relationship-building skills to position themselves as a trusted resource for members and teammates.
Problem-solving mindset and a commitment to delivering exceptional service through proven and creative strategies.
Motivation to achieve identified goals and objectives through individual initiative and collaborative teamwork.

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5mo ago

Licensed Client Service Specialist/Paraplanner

Small Wealth Management Tulsa, OK

Tulsa, OK

5mo ago Closed

$65k - $75k/yr Full time Advisor Client Client Relations

This position is no longer accepting applications (closed Apr 27, 2026).

Job Description

Small Wealth Management, a Tulsa-based firm focused on helping clients understand and pursue financial independence with clarity, is seeking a Licensed Client Service Specialist/Paraplanner. This full-time, on-site role supports financial advisors with planning, client service, and daily operations, requiring a bachelor’s degree and appropriate securities licenses. The position offers a competitive salary in the range of $65,000 to $75,000 per year and is based on-site in Tulsa, OK.

Responsibilities

Foster and maintain professional relationships with clients.
Handle account inquiries and escalate as needed.
Serve as the primary point of contact for advisor and client communications.
Prepare financial plans and conduct investment research.
Complete trades and transactions accurately.
Prepare agendas, reports, forms, and documentation for client meetings.
Maintain Salesforce notes and client follow-up tasks.
Prepare and submit new business paperwork.
Coordinate transfers, rollovers, wires, and deposits.
Maintain documentation within CRM and workflow systems.
Process expense reports and prepare client correspondence.
Scan, organize, and maintain digital files.
Support advisors with office tasks and projects.

Requirements

Bachelor's degree (required).
Series 7 and 66 licenses required, or Series 63/65 as an alternative.

Technologies

Salesforce
Microsoft Office Suite

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Parental leave
Professional development assistance
Vision insurance

Who Succeeds In This Role

Dependable, proactive, and service-minded
Detail-oriented with strong accuracy
Excellent communicator and team collaborator
Organized and able to handle multiple tasks
Motivated by helping clients gain clarity and confidence

About Small Wealth Management

Since 1999, Small Wealth Management has been dedicated to empowering clients to understand, achieve, and maintain financial independence with confidence and clarity. Our legacy is helping build yours.

Job Type

Full-time

Pay

$65,000 - $75,000 per year

Education

Bachelor's degree (Required)

License/Certification

Series 7 (Required)
Series 66 (Required)
Alternative: Series 63/65 (as applicable)

Work Location

In person

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5mo ago

Latin America Private Bank - Senior Client Service Associate - Vice President

JPMorganChase Miami, FL

Miami, FL

5mo ago Closed

Full time Senior America Associate

This position is no longer accepting applications (closed Apr 25, 2026).

Job Description

JPMorgan Chase's Latin America Private Bank is seeking an experienced client service professional to join the Miami onsite team as a Senior Client Service Associate - Vice President. This role serves as the primary contact for client service needs and leads the delivery of integrated private banking solutions in collaboration with financial advisors, product partners and operations. A minimum of 5+ years in client service is expected, with the ability to perform under pressure within a matrixed organization.

Responsibilities

Provide responsive client service and flawless execution on client requests and transactions, including money movement, security transfers, and loan activity; manage escalated research when needed
Adhere to the firm’s controls, policies and procedures and FINRA regulations, while safeguarding client assets against potential fraud
Collaborate with client-facing teams and internal business groups to deliver and execute client transactions
Review client activity to identify opportunities for additional products and services to enhance the client relationship

Requirements

5+ years of client service experience
FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required; unlicensed candidates considered, but must obtain licenses within 90 days of start date
Proven ability to operate effectively in a matrix organization and to work under pressure with tight deadlines
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook

Technologies

Microsoft Office Suite (Word, Excel and PowerPoint)
Microsoft Outlook

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Preferred qualifications, capabilities, and skills

College degree or equivalent client service experience preferred
Experience with a wide array of financial products preferred

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5mo ago

Sr. Specialist, Service Associate - Schwab Wealth Advisory

Charles Schwab Phoenix, AZ Hybrid

Phoenix, AZ

5mo ago Closed

$26 - $38/hr Full time Senior Advisor Advisory

This position is no longer accepting applications (closed Apr 25, 2026).

Job Description

The Sr. Specialist, Service Associate role within Charles Schwab's Centralized Service & Operations group is a hybrid position based in Phoenix, AZ. You will support Schwab Wealth Advisory clients via an inbound client-facing phone channel, provide technical assistance, place solicited trades, and develop wealth-management knowledge to serve as a client-facing subject matter expert. The hourly pay range is USD 2,688 to 3,851, and the role requires an undergraduate degree along with active FINRA licenses and direct client-facing financial services experience.

What we offer

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Role overview

In this role you deliver service on a client-facing inbound phone team, build a foundation in wealth management through mentorship and ongoing training, and serve as a client-facing subject matter expert. You will provide technical assistance and place solicited trades, while strengthening client relationships by addressing questions on portfolio management, financial planning, and market topics. You will also contribute to the Schwab Wealth Advisory Investment strategy.

Responsibilities

Deliver extraordinary and consistent service on a client-facing, inbound phone team
Develop a strong foundation in wealth management through mentorship, coaching, and ongoing training to act as a client-facing subject matter expert
Provide technical assistance and place solicited trades
Strengthen client relationships by providing resolutions on questions regarding portfolio management, financial planning, and financial markets and the economy
Contribute to the Schwab Wealth Advisory Investment strategy

Required qualifications

Undergraduate degree required
Active and valid FINRA Series 7 license required
Active and valid FINRA 66 license required (may be obtained with a 120-day COE)
Minimum 2 years of experience in the financial services industry working directly with clients

Preferred qualifications

Experience servicing high-net-worth clients
General understanding of brokerage regulations and rules that govern client accounts
Demonstrated experience handling client concerns and issues with tact and diplomacy
Excellent written and oral communication skills, attention to detail
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain strong cross-departmental working relationships

What’s in it for you

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance