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Financial Services Professional (New Jersey) at WealthBridge Financial Group
Jersey City, New Jersey, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Client Relationship Management, Financial Consulting, Analytical Skills, Problem Solving, Communication Skills, Interpersonal Skills, Financial Planning Software
Specialization
Candidates must hold a bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting and strong analytical and communication skills are preferred.
Experience Required
Minimum 2 year(s)
Agent d'Accueil et de Services Hôteliers (H/F) at Les Jardins d'Arcadie
Romans-sur-Isère, Auvergne-Rhone-Alpes, France - Full Time
Skills Needed
Reception Management, Customer Service, Cleaning, Breakfast Service, Activity Coordination, Empathy, Autonomy, Senior Care
Specialization
Candidates should have a CAP or Baccalaureate in the social or medico-social sector. A strong affinity for working with seniors, autonomy, and empathy are required.
Seller Success Coordinator - Financial Services at Bidadoo Inc
Kent, Washington, United States - Full Time
Skills Needed
Customer Service, Salesforce, Logistics Coordination, Vendor Management, Transportation Booking, Document Management, Interpersonal Communication, Time Management, Organizational Skills, Problem Solving, Administrative Support, Relationship Building
Specialization
Candidates should have experience in sales, production, or customer support and be proficient in using Salesforce. Strong communication skills and an understanding of the industrial and construction equipment industries are required.
Experience Required
Minimum 2 year(s)
Financial Services Representative I, II, Senior at Global Credit Union
, , - Full Time
Skills Needed
Consultative Selling, Member Relations, Financial Product Knowledge, Problem Solving, Communication Skills, Cross Selling, Relationship Management, Customer Service, Financial Well Being Planning, Collaboration
Specialization
Requires a high school diploma or equivalent and a passion for building relationships to help members meet financial goals. Candidates must possess strong communication skills and the ability to lift 25 pounds.
Director of Clinical Services, $10,000 Sign On at NewVista Behavioral Health
, , United States - Full Time
Skills Needed
Clinical Oversight, Discharge Planning, Mental Health Therapy, Performance Improvement, Regulatory Compliance, Complaint Resolution, Hospital Operations, Case Management, Staff Supervision, Intervention Standards
Specialization
Requires a Master's degree and a valid license as an LSW, LISW, LPCC, or LMFT. Candidates must be at least 21 years of age.
Experience Required
Minimum 5 year(s)
Financial Services Professional (Long Island) at WealthBridge Financial Group
Garden City, New York, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Analytical Skills, Problem Solving, Communication Skills, Interpersonal Skills, Relationship Building, Financial Software
Specialization
Candidates must hold a bachelor's degree in finance, economics, or a related field and possess strong analytical and communication skills. Previous experience in financial consulting or a similar role is preferred, along with familiarity with financial planning software.
Experience Required
Minimum 2 year(s)
Financial Services Professional (Long Island) at WealthBridge Financial Group
Hauppauge, New York, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Client Relationship Management, Problem Solving, Communication, Interpersonal Skills, Financial Software
Specialization
Candidates must hold a bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting and strong analytical skills are preferred.
Experience Required
Minimum 2 year(s)
Financial Services Professional (New Jersey) at WealthBridge Financial Group
Newark, New Jersey, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Analytical Skills, Problem Solving, Communication Skills, Interpersonal Skills, Relationship Building, Financial Software
Specialization
Candidates are required to hold a bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting is preferred, along with strong analytical, communication, and relationship-building skills.
Experience Required
Minimum 2 year(s)
Field Services Technician II - Environmental at SPL
The Woodlands, Texas, United States - Full Time
Skills Needed
Environmental Sampling, Water Sampling, Wastewater Sampling, Composite Sampling Equipment, Field Inspections, Epa Methods, Chain Of Custody Documentation, Sample Preservation, Environmental Monitoring, Microsoft Office Suite, Technical Field Operations, Sample Triage
Specialization
Requires a high school diploma or equivalent and demonstrated hands-on experience in field services or regulated sampling. A valid driver's license and proficiency in Microsoft Office are mandatory.
Experience Required
Minimum 2 year(s)
Director, Reference and Transfusion Services at Vitalant Blood Systems
Rosemont, Illinois, United States - Full Time
Skills Needed
Laboratory Operations Management, Regulatory Compliance, Quality Assurance, Budget Administration, Financial Analysis, Human Resource Management, Business Planning, Customer Relationship Management, Clinical Evaluations, Transfusion Services, Marketing Program Development, Contract Administration
Specialization
Requires a bachelor's degree and at least eight years of reference laboratory experience, including five years in a supervisory role. Must hold MT(ASCP), BB, SBB, or equivalent certification, with BB or SBB preferred.
Experience Required
Minimum 10 year(s)
Patient Services Rep, Cardio (Full Time, Days) at Northbay
Fairfield, California, United States - Full Time
Skills Needed
Reception, Registration, Appointment Scheduling, Insurance Verification, Medical Records Management, Customer Service, Oral Communication, Written Communication, Multi Tasking, Medical Terminology, Insurance Differentiation, Claims Processing, Professionalism, Cultural Competency, Organizational Skills, Clinical Computer Systems
Specialization
Requires two years of customer engagement experience and a current BLS certification. Preferred qualifications include some college coursework in business or medical terminology and experience in a healthcare environment.
Experience Required
Minimum 2 year(s)
Bilingual Community-Based Services Counselor at Seneca Family of Agencies
Concord, California, United States - Full Time
Skills Needed
Mental Health Counseling, Case Management, Crisis Intervention, Trauma Informed Care, Culturally Responsive Services, Bilingual English/Spanish, De Escalation Techniques, Family Centered Support, Iep Participation, Service Tracking Documentation
Specialization
Requires bilingual proficiency in English and Spanish, a valid driver's license with a vehicle, and a minimum of a high school diploma with 2 years of experience (or equivalent degree). Must be at least 21 years old and pass TB and fingerprinting clearances.
Executive – Air, Critical Logistics Services at Expeditors
Gurugram, haryana, India - Full Time
Skills Needed
International Logistics, Freight Forwarding, Customer Service, Customs Documentation, Dangerous Goods Handling, Pricing And Quoting, Kpi Tracking, Negotiation, Microsoft Office, Supply Chain Management, Vendor Management, Operational Efficiency
Specialization
Candidates should have a degree or equivalent business experience with 3 years of industry-specific qualification. Preferred qualifications include IATA/FIATA introductory courses and strong interpersonal and negotiation skills.
Experience Required
Minimum 2 year(s)
Operations Specialist, Policyholder Services at Trellis
Charlotte, North Carolina, United States - Full Time
Skills Needed
Transaction Processing, Customer Service, Financial Services, Annuity Operations, Communication Skills, Attention To Detail, Microsoft Office, Regulatory Compliance, Case Documentation, Problem Solving
Specialization
Requires an Associate's or Bachelor's degree and preferably 1-3 years of experience in financial services or insurance. Must possess or be willing to obtain a North Carolina Life Insurance license within 90 days of hire.
Experience Required
Minimum 2 year(s)
Part Time Front Desk Agent/ Guest Services Rep at Maya Hospitality Group Inc
Charlotte, North Carolina, United States - Full Time
Skills Needed
Customer Service, Guest Relations, Reservation Management, Conflict Resolution, Cash Handling, Multitasking, Interpersonal Communication, Hotel Reservation Software, Basic Accounting, Problem Solving, Administrative Support, Security Protocols
Specialization
A high school diploma is required, with previous experience in hospitality or customer service preferred. Candidates must possess strong communication skills, technical proficiency in reservation software, and the flexibility to work various shifts.
Part Time Front Desk Agent/ Guest Services Rep at Maya Hospitality Group Inc
Belmont, North Carolina, United States - Full Time
Skills Needed
Customer Service, Guest Relations, Reservation Management, Conflict Resolution, Cash Handling, Multitasking, Interpersonal Communication, Hotel Reservation Software, Basic Accounting, Problem Solving, Administrative Support, Security Protocol Adherence
Specialization
A high school diploma is required, with previous experience in hospitality or customer service preferred. Candidates must possess strong communication skills, technical proficiency in reservation software, and the ability to work flexible shifts.
Financial Services Professional (New Jersey) at WealthBridge Financial Group
Hoboken, New Jersey, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Client Relationship Management, Communication Skills, Interpersonal Skills, Problem Solving, Financial Software
Specialization
Candidates must hold a bachelor's degree in finance, economics, or a related field and possess strong analytical and communication skills. Previous experience in financial consulting or a similar role is preferred, along with familiarity with financial planning software.
Experience Required
Minimum 2 year(s)
Financial Services Rep I (20 hours per week) at Educational Employees Credit Union
Reedley, California, United States - Full Time
Skills Needed
Member Service, Sales, Cash Handling, Customer Service, Communication Skills, Cross Selling, Financial Industry Knowledge, Negotiable Instruments, Software Systems, Problem Solving
Specialization
Candidates should have previous cash handling or customer service experience and a desire to provide outstanding member service. Strong communication skills, self-motivation, and the ability to cross-sell are also required.
Resident.Clinical Services.Aster RV Hospital at Aster DM Healthcare
Bengaluru, karnataka, India - Full Time
Skills Needed
Clinical Services, Patient Care, Healthcare Delivery
Specialization
Candidates must possess a Bachelor's degree. The role requires the ability to work in a high-standard clinical environment.
Guest Services Associate - Private Locker Room at Jewish Community Center
Cherry Hill Township, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Facility Maintenance, Inventory Tracking, Microsoft Office, Daxko, Group Ex Pro, Mindbody, First Aid, Cpr, Aed, Troubleshooting
Specialization
Requires a friendly personality with proven communication skills and proficiency in Microsoft Office and specific management software. First Aid and CPR/AED certifications are preferred.
Financial Services Professional (New Jersey) at WealthBridge Financial Group
Jersey City, New Jersey, United States -
Full Time

Start Date

Immediate

Expiry Date

25 Jul, 26

Salary

0.0

Posted On

26 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial planning, Investment strategies, Risk management, Retirement planning, Tax optimization, Financial analysis, Client relationship management, Financial consulting, Analytical skills, Problem-solving, Communication skills, Interpersonal skills, Financial planning software

Industry

Financial Services

Description
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Professional to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well-being of individuals and families. Requirements Bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting or a similar role is preferred. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Ability to build and maintain relationships with clients. Familiarity with financial planning software and investment products. Top-tier health coverage including medical, dental, and vision plans for you and your dependents 401(k) retirement plan with company match to help you build long-term security Life and disability insurance for added peace of mind Employee wellness programs and mental health resources Career growth opportunities and ongoing training support
Responsibilities
You will be responsible for developing personalized financial plans and guiding clients through complex financial decisions. Additionally, you will conduct comprehensive financial analyses and help expand the company's client base.
Financial Services Professional (New Jersey) at WealthBridge Financial Group
Jersey City, New Jersey, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Client Relationship Management, Financial Consulting, Analytical Skills, Problem Solving, Communication Skills, Interpersonal Skills, Financial Planning Software
Specialization
Candidates must hold a bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting and strong analytical and communication skills are preferred.
Experience Required
Minimum 2 year(s)
Agent d'Accueil et de Services Hôteliers (H/F) at Les Jardins d'Arcadie
Romans-sur-Isère, Auvergne-Rhone-Alpes, France - Full Time
Skills Needed
Reception Management, Customer Service, Cleaning, Breakfast Service, Activity Coordination, Empathy, Autonomy, Senior Care
Specialization
Candidates should have a CAP or Baccalaureate in the social or medico-social sector. A strong affinity for working with seniors, autonomy, and empathy are required.
Seller Success Coordinator - Financial Services at Bidadoo Inc
Kent, Washington, United States - Full Time
Skills Needed
Customer Service, Salesforce, Logistics Coordination, Vendor Management, Transportation Booking, Document Management, Interpersonal Communication, Time Management, Organizational Skills, Problem Solving, Administrative Support, Relationship Building
Specialization
Candidates should have experience in sales, production, or customer support and be proficient in using Salesforce. Strong communication skills and an understanding of the industrial and construction equipment industries are required.
Experience Required
Minimum 2 year(s)
Financial Services Representative I, II, Senior at Global Credit Union
, , - Full Time
Skills Needed
Consultative Selling, Member Relations, Financial Product Knowledge, Problem Solving, Communication Skills, Cross Selling, Relationship Management, Customer Service, Financial Well Being Planning, Collaboration
Specialization
Requires a high school diploma or equivalent and a passion for building relationships to help members meet financial goals. Candidates must possess strong communication skills and the ability to lift 25 pounds.
Director of Clinical Services, $10,000 Sign On at NewVista Behavioral Health
, , United States - Full Time
Skills Needed
Clinical Oversight, Discharge Planning, Mental Health Therapy, Performance Improvement, Regulatory Compliance, Complaint Resolution, Hospital Operations, Case Management, Staff Supervision, Intervention Standards
Specialization
Requires a Master's degree and a valid license as an LSW, LISW, LPCC, or LMFT. Candidates must be at least 21 years of age.
Experience Required
Minimum 5 year(s)
Financial Services Professional (Long Island) at WealthBridge Financial Group
Garden City, New York, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Analytical Skills, Problem Solving, Communication Skills, Interpersonal Skills, Relationship Building, Financial Software
Specialization
Candidates must hold a bachelor's degree in finance, economics, or a related field and possess strong analytical and communication skills. Previous experience in financial consulting or a similar role is preferred, along with familiarity with financial planning software.
Experience Required
Minimum 2 year(s)
Financial Services Professional (Long Island) at WealthBridge Financial Group
Hauppauge, New York, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Client Relationship Management, Problem Solving, Communication, Interpersonal Skills, Financial Software
Specialization
Candidates must hold a bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting and strong analytical skills are preferred.
Experience Required
Minimum 2 year(s)
Financial Services Professional (New Jersey) at WealthBridge Financial Group
Newark, New Jersey, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Analytical Skills, Problem Solving, Communication Skills, Interpersonal Skills, Relationship Building, Financial Software
Specialization
Candidates are required to hold a bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting is preferred, along with strong analytical, communication, and relationship-building skills.
Experience Required
Minimum 2 year(s)
Field Services Technician II - Environmental at SPL
The Woodlands, Texas, United States - Full Time
Skills Needed
Environmental Sampling, Water Sampling, Wastewater Sampling, Composite Sampling Equipment, Field Inspections, Epa Methods, Chain Of Custody Documentation, Sample Preservation, Environmental Monitoring, Microsoft Office Suite, Technical Field Operations, Sample Triage
Specialization
Requires a high school diploma or equivalent and demonstrated hands-on experience in field services or regulated sampling. A valid driver's license and proficiency in Microsoft Office are mandatory.
Experience Required
Minimum 2 year(s)
Director, Reference and Transfusion Services at Vitalant Blood Systems
Rosemont, Illinois, United States - Full Time
Skills Needed
Laboratory Operations Management, Regulatory Compliance, Quality Assurance, Budget Administration, Financial Analysis, Human Resource Management, Business Planning, Customer Relationship Management, Clinical Evaluations, Transfusion Services, Marketing Program Development, Contract Administration
Specialization
Requires a bachelor's degree and at least eight years of reference laboratory experience, including five years in a supervisory role. Must hold MT(ASCP), BB, SBB, or equivalent certification, with BB or SBB preferred.
Experience Required
Minimum 10 year(s)
Patient Services Rep, Cardio (Full Time, Days) at Northbay
Fairfield, California, United States - Full Time
Skills Needed
Reception, Registration, Appointment Scheduling, Insurance Verification, Medical Records Management, Customer Service, Oral Communication, Written Communication, Multi Tasking, Medical Terminology, Insurance Differentiation, Claims Processing, Professionalism, Cultural Competency, Organizational Skills, Clinical Computer Systems
Specialization
Requires two years of customer engagement experience and a current BLS certification. Preferred qualifications include some college coursework in business or medical terminology and experience in a healthcare environment.
Experience Required
Minimum 2 year(s)
Bilingual Community-Based Services Counselor at Seneca Family of Agencies
Concord, California, United States - Full Time
Skills Needed
Mental Health Counseling, Case Management, Crisis Intervention, Trauma Informed Care, Culturally Responsive Services, Bilingual English/Spanish, De Escalation Techniques, Family Centered Support, Iep Participation, Service Tracking Documentation
Specialization
Requires bilingual proficiency in English and Spanish, a valid driver's license with a vehicle, and a minimum of a high school diploma with 2 years of experience (or equivalent degree). Must be at least 21 years old and pass TB and fingerprinting clearances.
Executive – Air, Critical Logistics Services at Expeditors
Gurugram, haryana, India - Full Time
Skills Needed
International Logistics, Freight Forwarding, Customer Service, Customs Documentation, Dangerous Goods Handling, Pricing And Quoting, Kpi Tracking, Negotiation, Microsoft Office, Supply Chain Management, Vendor Management, Operational Efficiency
Specialization
Candidates should have a degree or equivalent business experience with 3 years of industry-specific qualification. Preferred qualifications include IATA/FIATA introductory courses and strong interpersonal and negotiation skills.
Experience Required
Minimum 2 year(s)
Operations Specialist, Policyholder Services at Trellis
Charlotte, North Carolina, United States - Full Time
Skills Needed
Transaction Processing, Customer Service, Financial Services, Annuity Operations, Communication Skills, Attention To Detail, Microsoft Office, Regulatory Compliance, Case Documentation, Problem Solving
Specialization
Requires an Associate's or Bachelor's degree and preferably 1-3 years of experience in financial services or insurance. Must possess or be willing to obtain a North Carolina Life Insurance license within 90 days of hire.
Experience Required
Minimum 2 year(s)
Part Time Front Desk Agent/ Guest Services Rep at Maya Hospitality Group Inc
Charlotte, North Carolina, United States - Full Time
Skills Needed
Customer Service, Guest Relations, Reservation Management, Conflict Resolution, Cash Handling, Multitasking, Interpersonal Communication, Hotel Reservation Software, Basic Accounting, Problem Solving, Administrative Support, Security Protocols
Specialization
A high school diploma is required, with previous experience in hospitality or customer service preferred. Candidates must possess strong communication skills, technical proficiency in reservation software, and the flexibility to work various shifts.
Part Time Front Desk Agent/ Guest Services Rep at Maya Hospitality Group Inc
Belmont, North Carolina, United States - Full Time
Skills Needed
Customer Service, Guest Relations, Reservation Management, Conflict Resolution, Cash Handling, Multitasking, Interpersonal Communication, Hotel Reservation Software, Basic Accounting, Problem Solving, Administrative Support, Security Protocol Adherence
Specialization
A high school diploma is required, with previous experience in hospitality or customer service preferred. Candidates must possess strong communication skills, technical proficiency in reservation software, and the ability to work flexible shifts.
Financial Services Professional (New Jersey) at WealthBridge Financial Group
Hoboken, New Jersey, United States - Full Time
Skills Needed
Financial Planning, Investment Strategies, Risk Management, Retirement Planning, Tax Optimization, Financial Analysis, Client Relationship Management, Communication Skills, Interpersonal Skills, Problem Solving, Financial Software
Specialization
Candidates must hold a bachelor's degree in finance, economics, or a related field and possess strong analytical and communication skills. Previous experience in financial consulting or a similar role is preferred, along with familiarity with financial planning software.
Experience Required
Minimum 2 year(s)
Financial Services Rep I (20 hours per week) at Educational Employees Credit Union
Reedley, California, United States - Full Time
Skills Needed
Member Service, Sales, Cash Handling, Customer Service, Communication Skills, Cross Selling, Financial Industry Knowledge, Negotiable Instruments, Software Systems, Problem Solving
Specialization
Candidates should have previous cash handling or customer service experience and a desire to provide outstanding member service. Strong communication skills, self-motivation, and the ability to cross-sell are also required.
Resident.Clinical Services.Aster RV Hospital at Aster DM Healthcare
Bengaluru, karnataka, India - Full Time
Skills Needed
Clinical Services, Patient Care, Healthcare Delivery
Specialization
Candidates must possess a Bachelor's degree. The role requires the ability to work in a high-standard clinical environment.
Guest Services Associate - Private Locker Room at Jewish Community Center
Cherry Hill Township, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Facility Maintenance, Inventory Tracking, Microsoft Office, Daxko, Group Ex Pro, Mindbody, First Aid, Cpr, Aed, Troubleshooting
Specialization
Requires a friendly personality with proven communication skills and proficiency in Microsoft Office and specific management software. First Aid and CPR/AED certifications are preferred.