4,715 Investment Brokerage jobs in the United States

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.

This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business.

Key Responsibilities:

• Provides support for customers by handling inquiries via calls/emails/chats, and demonstrates knowledge, understanding and experience to handle volume of internal and or external customer inquiries may include escalations
• Resolves complex questions/concerns and refer other inquiries to appropriate areas as needed
• Project Management: To initiate, execute, communicate and document projects as needed
• May act as a liaison to other departments where follow-up will be required to meet customers needs
• Assists in identifying process improvement opportunities
• Engages, inspires, educates and mentors, new hires and incumbents
• Collaborates with other areas to identify, analyze, and improve processes
• Inputs and tracks into the appropriate databases

Supervisory Responsibilities:

This job does not have supervisory duties.

Education and Experience:

• High School Diploma or GED (Preferred)
• 0-2 years experience (Preferred)
• In lieu of the above education requirements, an equivalent combination of education and experience may be considered.

Certificates, Licenses, Registrations:

• Property & Casualty License (Preferred)
• SIE Exam and Series 6 and 63 Licenses (Preferred)

Functional Skills:

• Advanced product knowledge and insurance regulations knowledge
• Excellent working knowledge of Allstates systems required to perform the role
• Ability to sell and service policies (based on requirements of the department)
• Ability to diffuse customers and agents
• Excellent working knowledge of billing concepts and Allstates billing systems
• Effective oral and written communication skills
• Intermediate problem-solving skills
• Ability to adjust schedule according to business need

This is a hybrid role where candidates are required to into the Boise Regional office twice a week.

Job Description Summary

Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments. We'll count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.

Key Responsibilities:

• Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
• Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
• Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.
• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
• Conducts follow up calls to service issues and questions, de-escalating complex customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and when and how to route those inquiries to the properly-registered representative.
• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional information when necessary.
• Compiles management information such as contract and sold case activity as needed by internal management.
• Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records. Approve and process business according to government regulations, contract provisions and internal procedures and controls.
• Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs.
• Helps with research for written responses to Nationwide formal complaints.
• Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Operations Division Manager or Unit Manager.

Typical Skills and Experiences:

• Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
• License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.
• Experience: Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required.
• Knowledge, Abilities and Skills: Knowledge of Nationwide's suite of financial products. Excellent verbal and written communications skills in order to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, independently manage work and establish priorities that conform to time, service and quality standards. Strong team-building and collaboration skills.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

• Overtime Eligibility: Non Exempt (Eligible)
• Working Conditions: Normal office environment.

Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.

The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to

• Base Salary plus Commission
• SIMPLE IRA retirement match up to 3%
• PTO: 3 weeks every year with unlimited carryover
• 2k raise to base salary every 4-6 months for meeting a high level of production
• Valuable experience
• Health insurance
• Training & development

• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals
• Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses
• - if not, I can help you obtain these)
• Conduct financial reviews and recommend appropriate products.

• Bachelor's degree in finance, economics, accounting, or a related field preferred.
• Must be able to obtain relevant licenses.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication & interpersonal skills.
• Successful track record of meeting sales goals/quotas preferred.
• FINRA Series 6, 63 and 65 licenses preferred.

PIcbe39e2d4361-34600-36893171

• Managing the fiscal, accounting, revenue collection and purchasing functions for the Department.
• Works with the Bureau Manager to develop, analyze and execute TIDs Memorandum of Understanding (MOU).
• Interpreting complex written information and answering questions regarding City policies, procedures, rules and regulations.
• Developing conclusions and making recommendations.
• Manages the Department's various operating funds, ensuring sufficient cash and fund balances throughout the fiscal year.
• Forecasts revenues, develops financial forecast models, maintains budgetary control records, and analyzes reserves.
• Oversee the annual fixed asset inventory for both the Department's and the City's fixed asset tracking systems.
• Negotiates and resolves sensitive and complex financial issues.
• Monitors and assists with grant applications and agreements, as needed.
• Leads all department-wide procurement efforts in compliance with the City's procurement regulations.
• Responsible for staff development, training, supervision, and evaluation of 8 employees.
• Maintains proactive communication with the department's managers on all aspects of finance.
• Developing strong internal processes to support efficient and transparent financial controls.
• Manages the administration of contract agreements according to City Municipal Code, City policies/procedures.
• Works with the bureau's management team in the development of monthly and quarterly financial reports to be presented to the Department's Senior Leadership.
• Assists the bureau manager in the development and monitoring of the Department's annual operating and capital improvement budgets.

• A Bachelor's Degree in Finance, Accounting, Public Administration, Public Policy, Business Administration, or a closely related field*. Experience may be substituted for education on a year-for-year basis.

• Three (3) years of progressively responsible full-time experience in administrative or financial positions.
• One (1) year of the required experience must have been gained in supervisory capacity.

• Master's Degree is desirable
• Understanding of the City of Long Beach MUNIS Financial System, including Project Ledger subsidiary system/accounts.

• Excellent project management/technical skills
• Highly organized multi-tasker
• Excellent interpersonal, oral, and written communications skills
• Strong level of integrity, ethics, and good judgment
• Collaborative and inclusive management style
• Consistently exercises good judgement
• Self-motivated and results oriented
• Ability to be a thoughtful decision maker and the ability to communicate expectations and hold staff accountable for their responsibilities
• Exceptional analytical skills and attention to detail
• Dedicated to quality customer service skills

• Department Head 650.00
• Deputy Director/Manager/Director (Harbor/Utilities) 550.00
• Division Officer/Superintendent/ Chief of Staff / Administrator / Principal DCA 450.00
• Assistant to Executive / Executive Assistant / Executive Secretary/ Executive Support Staff 300.00

• Classic CalPERS Members: The City will contribute a maximum of up to two percent (2%) of base salary* for all qualified Classic CalPERS members.
• Public Employees' Pension Reform Act (PEPRA) CalPERS Members: Effective the second full pay period following City Council adoption, the City contribution will increase from two percent (2%) to three percent (3%) of base salary* for all qualified PEPRA CalPERS members.

• Yes
• No

• Yes, I possess a Bachelor's Degree in Finance, Accounting, Public Administration, Public Policy, Business Administration, or a closely related field and have attached it to my application.
• No, I do not possess a Bachelor's Degree in Finance, Accounting, Public Administration, Public Policy, Business Administration, or a closely related field but I have at least seven (7) years of professional experience to substitute for the required education.
• No I do not Yes, I possess a Bachelor's Degree in Finance, Accounting, Public Administration, Public Policy, Business Administration, or a closely related field and I do not have at least seven (7) years of professional experience to substitute for the required education.

• Yes, I have three (3) years of progressively responsible full-time experience in administrative or financial positions. One (1) year of the required experience which was gained in supervisory capacity.
• No, I do not have three (3) years of progressively responsible full-time experience in administrative or financial positions. One (1) year of the required experience which was gained in supervisory capacity.

• Yes
• No

• Yes
• No

TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: At TransUnion, we strive to build an environment where our associates are in the driver’s seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, our associates have the opportunity to learn new things and be a leader every day. What You'll Bring: Minimum bachelor’s degree in economics, behavioral economics, finance, statistics, industrial engineering, mathematics, social sciences, computer science, or related field(s) Minimum 2 years of work experience preferably in retail banking, payments industry, data analytics, financial services, or consulting Proficiency in Microsoft Excel, SQL, and PowerPoint Ability to perform data analytics to draw insights out of data and develop a storyline for client presentations Strong verbal and written communication skills to directly interface with internal stakeholders on a daily/weekly basis Responsible for multi-faceted consulting/advisory relationship with market leading U.S (United States). consumer bank (credit cards, retail deposits and other loan types).Consulting engagement is comprised of the following products/services: syndicated benchmark studies, dedicated analytics, and modeling solutions Provide support in the areas of business strategy, product management, pricing/profitability, customer rewards, prospect targeting and risk/fraud Impact You'll Make: Supports creating a project scope and analytic approach in response to requests from stakeholders Ability to manage day-to-day communications and status update meetings to align on work objectives Ability to independently manage own workflow for analytic projects Provides oversight and technical support to other team members Validates that data is accurate and deliverables are client ready both for work produced by the individual and by other team members Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act. Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company’s reputation are also essential expectations of this position. Benefits: TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion’s Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans. We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Pay Scale Information : The U.S. base salary range for this position is $62,000.00 - $90,000.00 annually. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual’s education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Regular, fulltime non-sales positions may be eligible to participate in TransUnion’s annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents. TransUnion's Internal Job Title: Specialist II, Business Operations #J-18808-Ljbffr

Welcome to Montage Health's application process!

Job Description:

Under the leadership of the Controller, the Accountant performs all accounting duties including account reconciliations, journal entries, account analysis, banking functions, asset and/or activity accounting for Aspire Health Plan. This individual is responsible for the preparation of financial statements with associated detailed analysis. Assists in financial activities including creation of banking relationships, accounting design/structure and related activities with contracted entities. Works with operational leadership to develop the annual budget. Takes lead role in tax and audit functions for entity. Also responsible for designated regulatory reporting that is financial in nature. Works closely with the Aspire Senior Financial Analyst and Aspire Compliance Officer to ensure financial regulatory requirements are met. Additional duties within Financial Services may be assigned as time allows.

Experience:

A minimum of two (2) years of relevant accounting experience (in terms of size & scope). Experience at reading, interpreting and implementing accounting guidance required. Strong computer skills and system management experience. Proven ability to manage multiple priorities, show an attention to detail and meet stringent deadlines.

Education:

A Bachelor's degree in Accounting is required.

Salary Range (based on years of applicable experience): $79,227 to $05,995

Assigned Work Hours: Full-time (exempt)

Position Type: Regular

Pay Range (based on years of applicable experience): 38.09 to 50.94

At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, our associates have the opportunity to learn new things and be a leader every day.

What You'll Bring:

• Minimum bachelor's degree in economics, behavioral economics, finance, statistics, industrial engineering, mathematics, social sciences, computer science, or related field(s)
• Minimum 2 years of work experience preferably in retail banking, payments industry, data analytics, financial services, or consulting
• Proficiency in Microsoft Excel, SQL, and PowerPoint
• Ability to perform data analytics to draw insights out of data and develop a storyline for client presentations
• Strong verbal and written communication skills to directly interface with internal stakeholders on a daily/weekly basis
• Responsible for multi-faceted consulting/advisory relationship with market leading U.S consumer bank (credit cards, retail deposits and other loan types). Consulting engagement is comprised of the following products/services: syndicated benchmark studies, dedicated analytics, and modeling solutions
• Provide support in the areas of business strategy, product management, pricing/profitability, customer rewards, prospect targeting, and risk/fraud

Impact You'll Make:

• Supports creating a project scope and analytic approach in response to requests from stakeholders
• Ability to manage day-to-day communications and status update meetings to align on work objectives
• Ability to independently manage own workflow for analytic projects
• Provides oversight and technical support to other team members
• Validates that data is accurate and deliverables are client ready both for work produced by the individual and by other team members

Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.

Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company's reputation are also essential expectations of this position.

Benefits:

TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion's Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans.

We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law.

Pay Scale Information: The U.S. base salary range for this position is $62,000.00 - $90,000.00 annually. The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Regular, fulltime non-sales positions may be eligible to participate in TransUnion's annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents. The application window for this job posting is estimated to close on 06/27/2025. Job postings may come down early or be extended due to business need or volume of applicants.

TransUnion's Internal Job Title: Specialist II, Business Operations

Join to apply for the Consultant - Financial Services role at Infosys 4 days ago Be among the first 25 applicants Join to apply for the Consultant - Financial Services role at Infosys Infosys Consulting – What We Do We are a leader in advisory services for many of the world’s best-known names in Financial Services. We combine innovative and human centric approaches with the latest technological breakthroughs to help large organizations drive a complex change agenda. We do this through our highly talented, industry-focused consultants, who bring deep domain expertise to senior business leaders across all our engagements. Our customized programs address key challenges and opportunities most impacting the C-suite. Job Description Infosys Consulting – What We Do We are a leader in advisory services for many of the world’s best-known names in Financial Services. We combine innovative and human centric approaches with the latest technological breakthroughs to help large organizations drive a complex change agenda. We do this through our highly talented, industry-focused consultants, who bring deep domain expertise to senior business leaders across all our engagements. Our customized programs address key challenges and opportunities most impacting the C-suite. The Role – What You’ll Do As a Consultant, you will work on strategic programs tackling complex, industry-specific challenges, while further deepening knowledge in your area of specialization. You will independently deliver high quality solutions and actively build key client relationships. You will work with the top Fortune 500 Financial Institutions to envision new products, define domain blueprints and roadmaps, redefine experiences and processes, monetize data, modernize payments infrastructure, and drive innovation. You will have the opportunity to develop and leverage your industry experiences and relationships to bring innovative ideas and insightful perspectives to life and become established as a thought leader in the industry. Basic Qualifications The ideal candidate will have a minimum of 3 years’ experience in the Financial Services industry. This is for business consulting unit in Infosys, we do the “tip-of-the-spear” work. It includes, strategy, enterprise architecture, products and services envisioning and target state architecture blueprinting as primary activity areas. Since Infosys is IT services provider as well, the job requires people to take up roles as lead BA / Functional consultant/Functional Program Manager in technology delivery in transformation program based on the projects we win. The consultants will also have to take a bottom-line for firm building activities as well. The amount of effort varies based on job level. This includes, developing consulting collaterals, writing thought papers, and extensively take part in pre-sales efforts We expect people to be problem solvers and analytical thinkers and bring out innovative solution idea besides all or many of the above experiences Good experience of at least 1 to 3 cycles of implementing transaction banking solutions covering all or many of these Global cash and liquidity solutions, Virtual accounts, Target balancing and notional pooling, Accounts payables and receivables. Customer Treasury products (hedging forward contracts, structured products etc.,), Payment’s solutions that support transaction banking or Ledgers for transaction banking products. At least 1 to 3 full cycles of consulting or solution implementation experience in a commercial bank/SI/or a Fintech MBA could be waived if they have post graduate qualification Preferred Qualifications Hands-on experience working on and delivering business/product transformation initiatives in banking Working knowledge of Design Thinking 3+ years of experience either in management consulting or directly at Banks, Banking Product Vendors and Fintechs. Any industry certifications would be an advantage MBA or equivalent advanced degree For transaction banking payments, we expect people have decent knowledge of payments processing in electronic clearing covering WIRES, ACH and cross border. Knowledge of card networks and the processes would be important. Payments area is a techno-functional in nature and we expect consultants to appreciate architecture and should be at easy working with development /engineering teams. Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time. General Information This job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee. Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits:- Medical/Dental/Vision/Life Insurance Long-term/Short-term Disability Health and Dependent Care Reimbursement Accounts Insurance (Accident, Critical Illness , Hospital Indemnity, Legal) 401(k) plan and contributions dependent on salary level Paid holidays plus Paid Time Off About Us Infosys Consulting is the global management and technology consulting practice of Infosys, a global leader in technology services and consulting. We combine the power of time-tested methodologies, people-driven innovation and disruptive technology to enable leaders of the world’s top brands pursue a path of smart transformation. Together with our clients, internal and external partners, we co-create and execute pragmatic strategies and solutions that transform organizations and define the future of business. Our dynamically growing consultancy offers our consultants: Ability to design and implement end-to-end solutions at scale A flat organization structure with direct access to our senior-most leaders An entrepreneurial environment full of bright, highly motivated consultants Opportunities for motivated consultants to impact local communities The ability to design your career and drive your professional learning and development A truly global culture Infosys is a global leader in next-generation digital services and consulting. We enable clients in more than 50 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem. Infosys provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Infosys by 2x Get notified about new Financial Services Consultant jobs in Atlanta, GA . Atlanta, GA $60,000.00-$00,000.00 2 weeks ago Senior Associate - Special Situations (Atlanta) Atlanta, GA 60,000.00- 81,200.00 2 weeks ago Atlanta, GA 126,820.00- 164,120.00 4 days ago Financial Planning Consultant (Atlanta, GA) Atlanta, GA 110,000.00- 175,000.00 4 days ago Alpharetta, GA 90,000.00- 120,000.00 2 weeks ago Atlanta, GA 65,000.00- 100,000.00 1 day ago Financial Advisor (Career Changers Welcome!) Atlanta, GA 61,000.00- 250,000.00 3 hours ago Atlanta, GA 200,000.00- 250,000.00 1 week ago Atlanta, GA 70,000.00- 250,000.00 1 week ago Personal Wealth Advisor - Columbus, GA Office Financial Planning & Analysis Analyst III, MFO (SQL, Excel, Power BI), Flexible - Georgia Dunwoody, GA 65,000.00- 85,000.00 1 minute ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Financial Services Professional

We are expanding in multiple states in North America! You can work remotely – Part-time or Full-time!

Overview:

We are seeking to train part-time or full-time financial services professionals with different levels to help our expansion in multiple states in North America. Our mission is to educate families and business owners with important financial concepts and customize a financial or retirement game plan for them. We do middle marketing for over 150 financial, insurance and investment companies.

You have the flexibility to start this career on a full-time, part-time or even referral basis, so you DO NOT need to quit your existing career. No experience is necessary because we provide world class training. NO monthly quota required! You will succeed faster if you enjoy working with people and numbers or if you had experience in this industry.

We run our agency under the umbrella of 2 companies - Transamerica and World Financial Group. We work with them, but we do not work for them. They provide an amazing business platform for us so we can run our business independently in the US and Canada. Because of this amazing partnership, we are authorized to represent over 150 insurance, financial and investment companies.

Qualifications:

• Minimum 21 years of age
• Legal U.S. resident or work permit with SSN

• Able to complete licensing requirements within 30 – 60 days

• Trustworthy with high integrity

• Positive mindset and good work ethic

• Willing to learn sales techniques. Prior experience in sales is a plus

• Interested in getting into a leadership role (optional)

• Decent people skill and communication skill

Preferred Qualities:

• You believe in the importance of financial education
• You have an entrepreneurial spirit
• You are constantly looking for personal growth
• You are goal-oriented
• You can work independently and also work well as a team player
• You are a problem solver

Our Income Model:

• Performance based commission only. You will make lucrative income with no ceiling, depending on your skill level: ranging from $500 to $20,000 or more per client
• Residual or renewal income per client’s contract on certain products, paid annually
• Passive income for agency development (optional)
• Full business ownership - You can pass down your book of business to your next generation
• Bonuses if you meet minimum production when you reach senior levels
• Travel incentives for top performers

If you are willing to learn new skills and work hard, based on our track record, the right candidates have the potential to make lucrative income quickly even on a part-time basis. So, if you are looking to start a part-time career or make a transition into a new career full time in one of the fastest growing industries, we are looking for you!

Do NOT apply if you are looking for a work visa.

Do NOT apply if you live outside the U.S.

Financial Services Professional

We are expanding in multiple states in North America! You can work remotely – Part-time or Full-time!

Overview:

We are seeking to train part-time or full-time financial services professionals with different levels to help our expansion in multiple states in North America. Our mission is to educate families and business owners with important financial concepts and customize a financial or retirement game plan for them. We do middle marketing for over 150 financial, insurance and investment companies.

You have the flexibility to start this career on a full-time, part-time or even referral basis, so you DO NOT need to quit your existing career. No experience is necessary because we provide world class training. NO monthly quota required! You will succeed faster if you enjoy working with people and numbers or if you had experience in this industry.

We run our agency under the umbrella of 2 companies - Transamerica and World Financial Group. We work with them, but we do not work for them. They provide an amazing business platform for us so we can run our business independently in the US and Canada. Because of this amazing partnership, we are authorized to represent over 150 insurance, financial and investment companies.

Qualifications:

• Minimum 21 years of age
• Legal U.S. resident or work permit with SSN

• Able to complete licensing requirements within 30 – 60 days

• Trustworthy with high integrity

• Positive mindset and good work ethic

• Willing to learn sales techniques. Prior experience in sales is a plus

• Interested in getting into a leadership role (optional)

• Decent people skill and communication skill

Preferred Qualities:

• You believe in the importance of financial education
• You have an entrepreneurial spirit
• You are constantly looking for personal growth
• You are goal-oriented
• You can work independently and also work well as a team player
• You are a problem solver

Our Income Model:

• Performance based commission only. You will make lucrative income with no ceiling, depending on your skill level: ranging from $500 to $20,000 or more per client
• Residual or renewal income per client’s contract on certain products, paid annually
• Passive income for agency development (optional)
• Full business ownership - You can pass down your book of business to your next generation
• Bonuses if you meet minimum production when you reach senior levels
• Travel incentives for top performers

If you are willing to learn new skills and work hard, based on our track record, the right candidates have the potential to make lucrative income quickly even on a part-time basis. So, if you are looking to start a part-time career or make a transition into a new career full time in one of the fastest growing industries, we are looking for you!

Do NOT apply if you are looking for a work visa.

Do NOT apply if you live outside the U.S.