Financial Advisor

Client Services Representative Description: The Client Services Representative at Financial Asset Management Systems (FAMS) supports the customer satisfaction goal of the Client Services Department by monitoring, reporting and resolving consumer complaints and inquiries. Works to ensure the effectiveness of systems and operations, and to ensure that consumer and client inquiries and issues are handled satisfactorily, in an efficient, timely and …

We are seeking an uncommon professional to join our team as a Financial Advisor salary $150,000 a year as Altra Credit Union Job in La Crosse, WI. CUNA Mutual Group’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of …

Financial planning is the task of determining how a business will afford to achieve its strategic goals and objectives. Usually, a company creates a Financial Plan immediately after the vision and objectives have been set. The Financial Plan describes each of the activities, resources, equipment and materials that are needed to achieve these objectives, as well as the timeframes involved. …

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners). Financial Planner Assistant Responsibilities: Assist in the daily function of the satellite office by providing customer …

As the Investment Services Administrator, you will provide service excellence to the Lincoln Financial Securities (LFS) field force while supporting operational and administrative areas including but not limited to: account opening, account transfers, investment processing, direct check and application business, mutual funds, annuities, partnerships, cash movement, retirement accounts and various other tasks and responsibilities integral to the success of the …