Specialist Finance Jobs

S

Licensed Client Service Specialist/Paraplanner

Small Wealth Management Tulsa, OK 1d ago

$65k - $75k/yr Full time Client Service Financial Planning Paraplanner Salesforce Series 66

C

Sr Client Relationship Specialist- Westlake, TX

Charles Schwab Westlake, TX 2d ago

$65k - $95k/yr Full time Relationship Management Senior Series 10 Series 63 Series 7

A

Licensed Financial Services Specialist

Associate Staffing Charlotte, NC Hybrid 2d ago

$68k - $73k/yr Full time Customer Service Employee Benefits Finance Investments Licensed

C

Sr. Specialist, Service Associate - Schwab Wealth Advisory

Charles Schwab Phoenix, AZ Hybrid 3d ago

$26 - $38/hr Full time Advisory Associate Client Service Financial Planning High Net Worth

B

Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK Bradenton, FL 4d ago

Full time Senior Banker Banking Business Development Consumer Lending

W

Loan Servicing Compliance Specialist (Quality Control)

Windsor Federal Bank Windsor, CT 5d ago

Full time Audit Compliance Customer Service Loan Loan Operations

C

Sr Client Relationship Specialist

Charles Schwab Westlake, TX 5d ago

$31 - $45/hr Full time Client Client Service Senior Series 10 Series 63

C

Advisory Specialist (Business Line Controller)

Confidential Pittsburgh, PA Hybrid 6d ago

$0k - $81k/yr Full time Accounting Advisory Bachelor's Degree CIMA Compliance

C

Sr. Specialist, Service Associate - Schwab Wealth Advisory

Charles Schwab Westlake, TX Hybrid 8d ago

$29 - $42/hr Full time Advisory Associate Client Service Financial Planning Portfolio Management

C

Client Relationship Specialist- Ultra High Net Worth- Westlake, TX

Charles Schwab Westlake, TX 8d ago

$50k - $78k/yr Full time Banking Client Relationship Customer Service Financial Services FINRA

S

Trading Specialist

StarChem, LLC New Jersey 9d ago

$67 - $93/hr Full time Algorithmic Trading Cryptocurrency Forex MetaTrader Portfolio Management

S

Financial Data Specialist

Study Groups Bellingham, WA 9d ago

$55k - $65k/yr Full time Accounting Business Intelligence (BI) Data Data Reconciliation Data Validation

P

Commercial Collections Specialist - Vendor Finance

PNC Financial Services Group Horsham, PA 13d ago

Full time Collections Commercial Compliance Finance Operations

A

Banking & Lending Specialist

Ameriprise Financial Minneapolis, MN Hybrid 15d ago

$93k - $128k/yr Full time Banking Home Equity Lending Mortgage Securities-Backed Lending

P

Operations Finance Specialist (#2268)

Pivotal Talent Search Ozark, MO 15d ago

Full time Finance Inventory Management Microsoft Excel Operational Finance Operations

A

Banking & Lending Specialist

Ameriprise Financial Minneapolis, MN Hybrid 18d ago

$93k - $128k/yr Full time Account Opening Banking Lending Securities-Backed Lending Series 63

A

SIMPLE IRA Specialist - FINRA LICENSE REQUIRED

ADP Louisville, KY 18d ago

Full time Bilingual Client Relations Customer Service FINRA HCM

A

SIMPLE IRA Specialist - FINRA LICENSE REQUIRED

ADP Dallas, TX 18d ago

Full time Benefits Bilingual Client Relations Customer Service FINRA

B

Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK Sarasota, FL 18d ago

Full time Senior Banker Banking Business Development Consumer Lending

L

Sr. Finance, Planning and Analysis Specialist

Logistics Management Institute Tysons, VA 19d ago

Full time Adaptive Planning Analysis Costpoint Finance Financial Modeling

L

TRUST OFFICERS WANTED – Estate Planning Specialist | Fast Growing Law Firm

Law Office of Andrew Rowe, P.A. Wichita, KS 20d ago

$70k - $110k/yr Full time Client Services Estate Estate Planning Law Microsoft Office

D

Fund Finance and Intermediary Payments Specialist

Deloitte Tampa, FL 21d ago

$93k - $173k/yr Full time Accounts Payable Budgeting Finance Fund Fund Operations

S

Finance Manager- Subprime Specialist

SPECIALTY MOTORS Round Lake, IL 26d ago

$100k - $200k/yr Full time Manager Finance Specialist Subprime

C

Sr. Specialist, Service Concierge - Schwab Wealth Advisory

Charles Schwab Westlake, TX Hybrid 1mo ago

$29 - $42/hr Full time Advisory Case Management Client Service Concierge Financial Planning