- ADP (Dallas, TX)
- …The Retirement Services Representative is a licensed Retirement professional responsible for providing exceptional service to the employees of ADP ... ** Retirement Services Representative (401k)** **Position... Retirement Service 's clients. They are the primary point of contact for… more
- Vanguard (Dallas, TX)
- …to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting our "crew" ... when they call in to Vanguard. As a Client Service Excellence Representative , you will: + Respond...like onboarding new clients to supporting them through their retirement . + Maintain strong performance metrics. + Increase functional… more
- Charles Schwab (Austin, TX)
- …helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients ... clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate...of your own professional journey by attending the Schwab Service Academy (SSA), which provides you with the paid… more
- US Bank (Dallas, TX)
- …financial goals-no matter what they need. From transaction processing to customer service , to driving innovation and launching new products, we're building a range ... to join our rapidly growing sales team! As an Elavon Digital Sales Representative , you will become payments advocate for small businesses across the USA. You… more
- ADP (Houston, TX)
- ADP is hiring a **Sales Representative for Retirement Services ** . + **_Are you ready to control your financial future with unlimited upside earnings ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions. With a little...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
- Atria Wealth Solutions (League City, TX)
- …expected to provide members, non-members, and UFCU employees with financial and retirement planning services . The Associate Financial Advisor will provide ... profits. We deliver fair and honest products and outstanding service , and we work collaboratively within our organization as...University Federal Credit Union and registered through CUSO Financial Services , LP (CFS). Member FINRA /SIPC. CFS is… more
- Atria Wealth Solutions (Plano, TX)
- …with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area. InTouch ... level of performance and work ethic requiring minimum supervision CUSO Financial Services , LP (CFS) offers credit union members full- service financial planning… more
- Atria Wealth Solutions (Fort Worth, TX)
- …with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area. ... level of performance and work ethic requiring minimum supervision CUSO Financial Services , LP (CFS) offers credit union members full- service financial planning… more
- CRC Insurance Services, Inc. (TX)
- …coverage needed), and deferred compensation (ie, using life insurance as a retirement supplement and asset leveraging concepts) to financial advisor. 8. Communicate ... clients **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more