20 Best financial professional jobs (Hiring Now!)

Senior Financial Service Representative (Universal Banker)
Citadel Federal Credit Union —Kennett Square, PA
This customer-facing role involves assisting customers with a variety of routine and complex financial transactions, including, but not limited to: opening…
Estimated: $39.9K - $50.5K a year
Customer Financial Representative- Onsite
Alorica —Albuquerque, NM
Fully understand how life events can impact a customer’s financial situation and be prepared to actively advise solutions and analyze/resolve complex customer…
Estimated: $30.2K - $38.2K a year
Quick Apply
Licensed Life and Long Term Care Insurance Agent and Financial Advisor
Fries Financial Services LLC —Bryan, TX
An added advantage would be if you have a Series 6 or Series 7 securities license to provide client services to existing investment clients.
From $40,000 a year
Quick Apply
Experienced Financial Advisor
New Century Investor Services LLC —Cranbury, NJ
The full scope of service and technology from Kestra Investment Services, LLC, a top ten independent broker-dealer\*. Financial planning: 2 years (Required).
$75,000 - $200,000 a year
Quick Apply
Financial Advisor
Mountain Peak Wealth Solutions —Kalispell, MT
Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
Estimated: $71.8K - $90.9K a year
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12d
Associate Financial Advisor
Ameriprise Financial - Edina Office —Edina, MN
Follow up on client calls and requests. Perform in-depth analysis of client financial situations and create tailored financial plans.
$85,000 - $150,000 a year
Quick Apply
Associate Financial Advisor
Winninger Investments —Cody, WY
\*Must have 5 years work experience in ANY field with references*. Pay: $80,000 - $90,000 per year depending on qualifications and experience in the field …
$80,000 - $90,000 a year
Quick Apply
Financial Services Bank Teller Representative
F&M Trust —Carlisle, PA
As an FSR, one will service current and new customers of the bank in our recently renovated office that now uses cash recyclers. 401(k) with up to a 6% Match.
$16 - $17 an hour
Financial Professional
Creating Prosperity LLC —Remote
Leverage cutting-edge AI and automation tools to deliver exceptional client service nationwide, all from the comfort of your home office.
$76,009 - $168,733 a year
Quick Apply
Investor relations manager (Financial advisors, RIA's, wealth mgr good fit)
Imperial Asset Management, LLC —Dallas, TX
Our fund seeks individuals (lenders) that are frustrated with the current stock market volatility and looking for a product that will pay a stable and…
$175,000 - $300,000 a year
Quick Apply
Financial Representative (Training Provided)
Northwestern Mutual - St. Louis —Columbia, MO
Ideal candidates have a bachelor's degree from a four-year college or university and have strong interpersonal skills, grit and determination.
$76,000 - $176,000 a year
Quick Apply
1d
Senior Floating Financial Service Representative- Southside Territory
Langley Federal Credit Union —Virginia Beach, VA
Bachelors Degree in related field or equivalent experience in a financial institution or Retail Sales industry. Three years financial institution experience.
Estimated: $59.1K - $74.8K a year
Quick Apply
Financial RevOps Professional
SafeBook —New York, NY
CPA certification is a plus, but not required. Transition accounting practices from cash to accrual basis, ensuring accurate financial reporting.
$75 - $225 an hour
Quick Apply
Financial Representative/ Financial Advisor with Fortune #100 Company
Northwestern Mutual Striano Financial Group —Boca Raton, FL
They strive to understand their clients' goals and dreams in order to develop comprehensive financial solutions that will help their clients reach financial…
$72,000 - $225,000 a year
Quick Apply
Financial Services Representative Full-Time
Security Credit Union —Detroit, MI
Perform all teller related duties, including but not limited to; balance cash drawer, checks received, TCDs, and other miscellaneous items; process member…
Estimated: $29.6K - $37.5K a year
11d
Entry Level Financial Representative
The Banderman Group —Saint Peters, MO
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the…
$87,500 - $163,200 a year
Quick Apply
13d
Financial Service Distribution Representative
Financial Life Solutions Group LLC —Remote
Must be able to secure a state license within 7-10 days of onboarding. Seeking and maintaining a license is a key responsibility.
$4,000 - $6,000 a month
Quick Apply
15h
(Remote) Financial Advisor
TDG Financial LLC —Remote
LIfe Insurance license is required. The sales conversation includes a 'needs analysis' to understand the customer’s insurance needs, a review of recommended…
$1,200 - $2,400 a week
Quick Apply
Licensed Financial Advisor
Valley Strong Credit Union —Fairfield, CA
Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff…
$42,349.96 - $63,524.94 a year
Quick Apply
5d
Financial Representative
Strategies for Wealth —New York, NY
They problem-solve for their clients, researching and proposing educated financial strategies which leads to long-lasting, value-based client relationships.
$92,361 - $103,191 a year
Quick Apply
8d

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Senior Financial Service Representative (Universal Banker)

Citadel Federal Credit Union - Kennett Square, PA

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Job Details

Full-time Estimated: $39.9K - $50.5K a year

Qualifications

Sales
Customer service
High school diploma or GED
Certified Notary Public
Cash handling
2 years
Communication skills

Full Job Description

Function

Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales through service by developing a positive customer experience and proactively seeking ways to build and expand customer relationships in order to contribute toward the organization’s success. This customer-facing role involves assisting customers with a variety of routine and complex financial transactions, including, but not limited to: opening accounts, deposits, withdrawals, and loan applications, as well as cross selling other credit union services like credit cards, investments, insurance and IRA’s. Through quality customer interactions that exceed expectations and are rooted in the four guiding principles of Citadel Class Service (Accuracy, Value, Respect and Convenience), incumbent will establish a solid foundation of trust with each and every customer thereby positioning Citadel as the best choice for all their banking needs.

Duties and Responsibilities

Demonstrate a high level of courtesy and efficiency with customers, continuously exceeding expectations and applying Citadel’s Class Service Principles of Accuracy, Convenience, Respect, and Value.
Recognize opportunities to promote or sell Citadel’s products and services as a means for serving customers’ financial needs and meeting or exceeding monthly, quarterly, and semi-annual sales goals.
Accurately perform customers’ financial transactions by producing quality work. Role will include cash handling and counting, both by hand and via technology such as Cash Recyclers, ATMs’, and/or Inline Teller Machines.
Add value to our customers by offering guided, consultative services that introduce a variety of products & services designed to accomplish every individual’s financial goals.
Meet customers’ needs by servicing them through a variety of channels, including, but not limited to: In-Person, Outbound Calling Campaigns, Assisting with Inbound Call Center Calls, and Community Events.
Develop and maintain relationships with business partners and specialists in other departments to maximize sales opportunities and achieve sales standards.
Ensure operational and financial safety and soundness through knowledge and sound decision making.
Adhere to Citadel’s operational compliance and security policies, as well as applicable state and federal laws.
Demonstrate strong understanding of industry trends, scams, risks/threats and how they impact the customer and our organization.
Interact with others (co-workers, management, customers and vendors) in a professional, tactful, and respectful manner. This includes actively learning, demonstrating and fostering Citadel’s corporate culture in all actions and words, as well as treating everyone with respect and consideration, regardless of status or position.
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to, successful completion of the required background checks and obtaining a unique identifier from the NMLS.
Remain compliant with the Bank Secrecy Act by completing annual BSA training.
Maintain confidentiality of members financial information in a secure and secure manner
Ability to work Saturdays.
Perform other duties as assigned
This person will be expected to travel to the following local branches when needed a day or two a week based on the business need: Glen Mills, Springfield, Brookhaven, West Chester, and Paoli

Qualifications and Education Requirements

Experience

2 + years of sales and face-to-face customer service experience.
3 + years sales and face-to-face customer service experience. Preferred
Prior financial industry experience. Preferred
Cash handling experience. Preferred
NMLS. Preferred
Notary. Preferred
PC literacy
Ability to navigate multiple software applications
Ability to achieve sales goals through outstanding service.
Strong attention to detail.
A track record of working effectively in a team environment and building solid relationships.
Ability to multi-task.
Excellent communication, judgment, decision and problem solving skills.
Ability to understand and follow direction.
Ability to maintain confidentiality, use tact and diplomacy.
Demonstrate professionalism through dress and demeanor
Ability to develop business organically with a strong customer service background
Self-Motivator who holds themselves accountable for achieving goal
Strong technical skills and ability to work with multiple systems such as CEB machines
Knowledgeable of Citadel Credit Union products such as Mortgages, Auto Loans, Home Equity

Education

High School Diploma or equivalency

Performance Measurements

Performance metrics will be established each year based on corporate and strategic goals.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate. Employees may experience swings in work-related demands placed upon them by members.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, stand, talk and/or hear for extended periods. The employee is occasionally required to walk, stoop, kneel, crouch, or bend. The employee will be regularly required to walk and move fluidly within a Retail Office or Corporate Office environment. The employee must occasionally lift up to 20 pounds. The position requires close visual acuity. Community events can occur in a variety of locations including indoors, outside, or at local employers who partner with Citadel.

EEO Statement

Citadel is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, other protected status, such as race, religion, color, national origin, sex, age. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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