7 Finance jobs

What We Offer You! Would you like to join a faith-based non-profit financial services organization that offers investment management, retirement, personal advisory services, insurance, and property and casualty solutions to the evangelical Christian community.  And, there’s more!  An award-winning* mutual fund company, GuideStone Funds – the nation’s largest Christian-screened registered mutual fund family-- offers a comprehensive fund line-up across most major asset classes.   We are an innovative organization located in Dallas, Texas that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement. Our retirement line of business serves institutions and churches, including...

We are currently looking for a Customer Solutions Specialist to join the GuideStone inbound call center team. Customer Solutions is a fun, dynamic and team oriented environment.  Our mission is “to serve GuideStone's customers and prospects with integrity and accuracy through engaging conversations leading to valuable solutions that build trust in GuideStone and its representatives.” We also have an outstanding, thorough and engaging training program. In training, you will learn about GuideStone’s different products and services and will be well equipped to perform the various job functions within your position. What you will do: Provide superior customer service to GuideStone participants Educate participants on plan features and articulate retirement, tax and legal issues Explain Mutual Fund Investment vehicles and portfolio options Promote GuideStone products through cross-selling Opportunities include the ability to: Obtain the FINRA Series 6 and 63 licenses...

We are looking for a master multi-tasker with excellent communication skills and an upbeat attitude. Candidates should be able to assist management and all visitors to the company by handling office tasks, providing polite and professional assistance via phone, mail, and e-mail, making reservations or travel arrangements, and generally being a helpful and positive presence in the workplace. Responsibilities: Handling office tasks, such as filing, generating reports and presentations, setting up for meetings, and reordering supplies. Providing real-time scheduling support by booking appointments and preventing conflicts. Making travel arrangements, such as booking flights, cars, and making hotel and restaurant reservations. Screening phone calls and routing callers to the appropriate party. Using computers to generate reports, transcribe minutes from meetings, create presentations, and conduct research. Requirements: Associate’s Degree in related field....

Manager In Training / Leadership Development Voted TOP WORKPLACE 2016, 2017, 2018 & 2019. Voted Forbes Top 25 of Best Career Opportunities  - Leadership development, mentoring, coaching and training a team of highly motivated representatives. - Responsible for daily operations, long term and short term tasking, financial reports, progress and persistence tracking.  - Leading and coaching levels of benefits representatives on providing Supplemental and Retirement benefits for Labor Union, Credit Unions and Association Members - Direct Customer service, working directly with clients who request benefit services. - $70,000 first year with RESIDUAL INCOME *To apply for our position please email a cover letter explaining why you feel you would be an excellent choice for our company.* Job Type: Full-time with Guaranteed Advance and Weekly Bonus 

About BACA:   Bay Area Clinical Associates, P.C. (BACA) is a physician-owned and operated organization offering evidence-based mental health services to youth aged 26 and younger and their families in the San Francisco Bay Area. BACA currently offers outpatient and intensive outpatient services in San Jose, Berkeley and Menlo Park and has plans to extend throughout all of California. As a mental health care agency, we are looking for a dedicated person who enjoys helping others. Our mission is to set a new standard in providing evidence-based, multidisciplinary, integrated care. BACA is a fun, friendly place to work and we go on a first name basis for patients and staff. We strive to provide all therapy and medication services and collaborate with schools and other providers involved with our patients’ care. We do treat adults, but only the parents of the children we treat. Financial Counselor I Position Description: Working directly with the insurance company and patients...

PART-TIME and FULL-TIME POSITIONS at FORTUNE 500 COMPANY (Brentwood/West Los Angeles) Our company is quickly expanding, and we are looking for energetic, ambitious individuals to help this generation with their retirement needs.  Financial advisors were recently ranked as the #1 growing career by the U.S. Department of Labor. We are currently looking for PART-TIME and FULL-TIME positions in this role. If you are in transition right now, or would like to maintain the stability of your current job, our part-time opportunity may fit your needs.  Role: Provides customers with education, guidance and transparency around financial planning solutions. No experience in financial advising is necessary, and there is a comprehensive training program offered with the position. You will receive instruction, guidance and direction from more senior advisors. Your Skills: Financial Advisors succeed by demonstrating a unique combination of ambition, self-motivation and...

Fast growing Global Wealth Management Specialty Services Company is seeking experienced insurance/investment specialists to join our Ideas Team. Position Summary: This is a highly analytical, creative, and demanding role within our company. Your role in the Ideas Team will directly affect the lives of the financial advisors (who are our clients) that we collaborate with and their clients. To enable our advisors to always provide the best information and advice to their clients, you will provide industry expertise when analyzing cases; create structured products; discover new life insurance, annuity, fixed income, investment and principal-protected products and providers; conduct research in an ever-evolving industry; and create learning materials and presentation.Your work directly affects the outcome of cases; so if you are the type of professional who wants to see your efforts in action, then the Ideas Team is for you. Working with a variety of international clients is...