Remote Equity Trader Position
Remote job
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Job 3:
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyRemote Insurance and Investments Financial Services Rep
Remote job
Work From Anywhere Part-Time or Full-Time Insurance • Investments • Mortgage Looking for supplemental income or a career change? We train and license you to work in 3 of the most stable, high-paying industries no experience required. What's Included: Paid training + State & Federal licenses (covered)
Flexible schedule perfect for travelers or stay-at-home professionals
No quotas or income caps
Residual income + bonuses + stock options
Tax advantages (1099 contractor)
Requirements:
18+ & no felony record
Reliable Wi-Fi & Zoom access
Self-motivated & trustworthy
Senior PM / Trader / Quant
Remote job
At Tanius we have a high standard. Our people come in each day ready to work hard, adapt to new challenges, and find solutions. We are looking for motivated individuals to develop and test new trading systems. Your role will include using the latest machine learning techniques to analyze mountains of market data and apply them to new and existing trading models.
As a researcher you will work closely with traders and developers to analyze market data and trading strategies, and develop new ways to approach the market.
You need to have a working skillset in programming, preferably python, with some exposure to C/C++ or other compiled languages. On the statistics side, you will need a working knowledge of statistics and linear algebra.
For this senior role, we are expecting a track record of performance on large projects / trades.
Tanius maintains a large suite of tools to enable fast, iteratable research, including very large on premise clusters for optimization and fitting as well as a suite of programmatic apis to our custom tick database and fitting systems. Whatever research you are doing, we'll be able to help scale it quickly.
This position will be tailored to employ your strengths. We are looking for self-starters with a passion for trading.
Auto-ApplyOTC Derivatives Sales Trader
Remote job
At Anchorage Digital, we are building the world's most advanced digital asset platform for institutions to participate in crypto. Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry's leading security infrastructure. Home to Anchorage Digital Bank N.A., the first federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, Porto by Anchorage Digital, and other offerings.
The company is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn.
Are you passionate about the fast-paced world of Over-The-Counter (OTC) derivatives on cryptocurrencies and possess a knack for building strong client relationships? Do you thrive in a dynamic environment where your market insights and strategic thinking directly contribute to the growth of our business? Do you enjoy working with customers to help find solutions for their needs? If so, we have an exceptional opportunity for you! Join our team as an OTC Derivatives Sales Trader, where you will be at the forefront of connecting a wide range of client personas with tailored crypto derivative solutions, navigating complex market dynamics, and driving revenue generation. This role offers a unique platform to leverage your expertise, expand your network, and make a significant impact within a collaborative and high-performing culture. Get ready to immerse yourself in the intricacies of global markets and play a pivotal role in shaping our clients' investment strategies.
We have created the Factors of Growth & Impact to help Villagers better measure impact and articulate coaching, feedback, and the rich and rewarding learning that happens while exploring, developing, and mastering the capabilities and contributions within and outside of the OTC Derivatives Sales Trader role:Technical Skills:
Drive - Proactively identify and pursue new business opportunities within the OTC derivatives space. Demonstrate a strong sense of urgency and a results-oriented approach to customer service while also achieving and exceeding sales targets.
Build - Establish and nurture strong, long-term relationships with institutional clients, understanding their specific needs and providing tailored derivative solutions. Develop a deep understanding of our product offerings and their applications.
Develop - Use programming skills to find efficiencies in work flows and operational processes, reducing manual effort and the human error surface area.
Complexity and Impact of Work:
Lead - Take ownership of client relationships and sales processes, guiding clients through the execution of complex derivative transactions. Provide market insights and strategic advice to help clients achieve their financial objectives.
Manage - Effectively manage a portfolio of client relationships, ensuring their ongoing satisfaction and identifying opportunities for additional trading needs. Navigate regulatory requirements and internal compliance procedures.
Organizational Knowledge:
Collaborate - Work closely with trading, structuring, legal, and operations teams to develop and deliver comprehensive solutions to clients. Share market intelligence and client feedback to enhance our product offerings and strategies.
Deliver - Ensure the seamless execution of trades and the efficient delivery of post-trade services to clients. Maintain accurate records of client interactions and trading activities.
Communication and Influence:
Listen - Actively listen to clients to understand their investment goals, risk tolerance, and market views. Solicit feedback to continuously improve our service and offerings.
Contribute - Articulate complex derivative concepts clearly and concisely to clients, both verbally and in written presentations. Effectively communicate market trends and trading strategies.
You may be a fit for this role if you have:
A strong understanding of OTC derivative products, particularly forwards and options trading
Proven experience in a client-facing salestrading role
Demonstrable track record of building and maintaining successful relationships with institutional clients (e.g., asset managers, hedge funds, corporations, banks)
Excellent communication, presentation, and negotiation skills, with the ability to explain complex concepts clearly
Strong analytical and problem-solving abilities, with the capacity to understand and address client-specific needs
A solid understanding of relevant market regulations and compliance requirements
A Bachelor's degree in Finance, Financial Engineering, Statistics, Economics, or a related quantitative field.
Although not a requirement, bonus points if:
Existing network of institutional clients within the relevant market segments
Programming experience, particularly focused on operational efficiencies and auditability
Strong background in macro trading and dominant themes in a variety of markets such as crypto, equities, fixed income, energy and fiat currencies.
You were emotionally moved by the soundtrack to Hamilton, which chronicles the founding of a new financial system. :)
About Anchorage Digital: Who we are
The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower institutions to safely participate in the evolving digital asset ecosystem. As a diverse team of more than 600 members, we are united in one common goal: building the future of finance by providing the foundation upon which value moves safely in the new global economy.
Anchorage Digital is committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported, and connected at work-regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. Anchorage Digital is an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. Anchorage Digital considers qualified applicants regardless of criminal histories, consistent with other legal requirements. “Anchorage Digital” refers to services that are offered either through Anchorage Digital Bank National Association, an OCC-chartered national trust bank, or Anchorage Lending CA, LLC a finance lender licensed by the California Department of Financial Protection and Innovation, License No. 60DBO-11976, or Anchorage Digital Singapore Pte Ltd, a Singapore private limited company, all wholly-owned subsidiaries of Anchor Labs, Inc., a Delaware corporation.
Protecting your privacy rights is important to Anchorage Digital, and we work to maintain the trust and confidence of our clients when handling personal or financial information. Please see our privacy policy notices here.
Auto-ApplyMutual Fund Trader - Series 7 & 63
Remote job
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.
Job Overview:
The Mutual Fund Trader will provide a high level of subject matter expertise with Mutual Fund, UIT, and Precious Metals products and operational functions. The primary focus of the trader is to deliver an extraordinary service experience and provide operational trading support to our financial advisors, staff, and their clients in an inbound call center environment. This role will also provide backup support to other internal support desks, including Equity Trading, Enhanced Trading, and Trading Operations. The role requires individuals seeking a collaborative, fast-paced environment, are client-focused, and are able to execute in a way that encourages creativity and continuous improvement. Being flexible and adaptable to competing priorities will be key success factors for this position.
Responsibilities:
Supporting Advisors, clients, and internal business partners with trading inquiries which may include order placement, research, corrections, and systems troubleshooting involving trading products.
Assisting internal employees through knowledge sharing, escalation support, and ensuring problem resolutions are reached.
Participation in weekly team huddles and bi-monthly staff meetings to build mutual trust, respect, and cooperation among team members.
Building and leveraging relationships with internal LPL departments, 3rd party vendors, transfer agents, and sponsors to assist with escalations, improve processing pain points, mitigate risk to the firm, and safeguard against trading compliance violations. Acting as liaison for Financial Advisors who may raise inquiries regarding mutual fund/UIT prospectus or assistance with navigating LPL's trading platform and resources.
Identify risk, analyze procedures, and work with managers to resolve procedural gaps. When applicable, determine if a Technology incident should be raised for further investigation.
Taking consultative approaches to identify opportunities that increase operational efficiency and improve the Advisor/client experience. Coordinating with internal teams, mutual fund sponsors, and transfer agents for trade related issues/pain points and action said provisions to improve processes.
Work to ensure a positive outcome for Advisors/clients while also minimizing the possibility of a reoccurring negative experience.
Work through complex situations to understand the root cause of problems and determine economical solutions.
What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
3+ years of financial services, preferably in Trading
Series 7 and 63 required
Registration in all US States & Territories is required upon hire
Core Competencies:
Proficiency in standard computer knowledge (including software skills) and must be able to follow audible troubleshooting instructions if/when necessary
Strong MS Office skills required.
Attention to detail
Ability to work with other departments
Strong analytical and communication skills
Ability to work independently and within a group setting
Ability to handle fast paced and deadline driven environment
Preferences:
Knowledge of Mutual Fund, UIT and Precious Metals markets
Knowledge of trading regulations and requirements
General knowledge of Equities and Bond markets
Beta, Morningstar, Siebel, ClientWorks experience preferred
Series 24 preferred, but not required
VBA macros knowledge
Pay Range:
$28.85-$48.08/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit ************
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************.
EAC1.22.25
Auto-ApplyFuture Role at Catio
Remote job
Catio is building the world's first AI-powered Copilot for Tech Architecture-helping CTOs, architects, and developers plan high-ROI architectures, modernize and optimize their tech stacks, and make faster, smarter decisions using AI-driven intelligence. Backed by top-tier VCs and led by industry experts in AI, cloud, and enterprise architecture, we aim to democratize the intelligence and know-how for designing, evaluating, and evolving world-class tech stacks across industries worldwide.
Join Our Talent Community for Future Roles at Catio
Although we may not have a role open for you currently, we're in the midst of aggressive scaling and are always on the lookout for exceptional individuals to join our dynamic team in the future. We encourage you to apply.
Why Consider a Future at Catio?
Innovative Impact: We're not just developing a product; we're building a platform that has the potential of revolutionizing how companies can harness world class level tech stacks to propel their business.
Culture of Collaboration: Thrive in a fully remote workplace that champions diversity, creativity, and thought leadership, working from anywhere with an amazing team.
Unmatched Benefits: Enjoy a comprehensive benefits package, including health, dental, vision insurance, unlimited PTO, and a supportive work-life balance.
Be Part of Something Bigger: Your work at Catio will have a tangible impact on companies worldwide, democratizing access to advanced tech architecture intelligence and know-how.
Who We're Looking For:
We're keen to connect with exceptional individuals who are passionate about technology, eager to tackle challenges, and ready to contribute to a dynamic team. While we're not hiring now and are gearing up to scale aggressively toward middle 2024, we're interested in hearing from individuals across various disciplines who believe they can become bar-raisers and can contribute meaningfully to our mission, to build the relationship!
How to Express Interest:
If you're inspired by the prospect of shaping the future of tech stack architectures and want to be considered for future opportunities with Catio, we invite you to share your resume and a brief note about your interest and potential fit for our team. Join our talent community today, and be the first to know about exciting roles as they become available.
Catio: Where Your Future Is Built Today
Shape the Future with Catio
Join a world-class team of AI, engineering, and business leaders from Splunk, Atlassian, Dropbox, and more to build a category-defining platform.
At Catio, we offer top-tier compensation for startups at our stage, ensuring highly competitive salaries along with significant equity in a rapidly growing, VC-backed company. We are also committed to fostering an inclusive and diverse workplace and welcome applicants of all backgrounds and identities.
Join us and help revolutionize how companies plan and optimize their tech stacks using AI-driven intelligence!
Auto-ApplyRemote Financial Representative- Entry Level
Remote job
About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we're ready to help you grow.
Key Responsibilities:
Conduct virtual consultations via phone or video with individuals who have requested information
Identify client needs and offer tailored coverage solutions
Follow up with prospects and manage your pipeline in our CRM
Participate in ongoing training and mentorship sessions
Work independently and meet individual performance goals
What We Offer:
Commission-based compensation with uncapped earning potential
Warm, high-intent leads
Remote work with flexible scheduling
Access to ongoing coaching, scripts, and support
Clear advancement path for motivated individuals
Qualifications:
No sales experience required-training provided
Excellent communication and interpersonal skills
Self-disciplined, goal-oriented, and coachable
Comfortable using basic digital tools (Zoom, CRM)
Must be legally authorized to work in the U.S.
Life insurance license preferred (or willingness to obtain with guidance)
Ready to take control of your time and income?
Apply today to join LifePro Recruitment and build a career that fits your goals and lifestyle.
Job Types: Full-time, Part-time, Permanent
Pay: $67,090.60 - $80,797.28 per year
Benefits:
Dental insurance
Flexible schedule
Health insurance
Vision insurance
Compensation Package:
1099 contract
Bonus opportunities
Commission only
Commission pay
Work Location: Remote
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Remote job
Job DescriptionBenefits:
Bonus based on performance
Flexible schedule
Paid time off
ROLE DESCRIPTION: As a Financial Service Rep with the Beth Moloughney Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
State Farm Experience required
FINRA Series 6 and 63 and 65 licenses required
Life Health License required
This is a remote position.
Financial Services Representative - State Farm Agent Team Member
Remote job
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Flexible schedule
Paid time off
Training & development
ROLE DESCRIPTION: As a Financial Services Representative with Robert Reed State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
This is a remote position.
Patient Financial Services Representative
Remote job
Fairview is looking for a Patient Financial Services Representative to join our team. This position is responsible for billing and collection of accounts receivable for inpatient and outpatient accounts, ensures expected payment is collected and accounts are fully resolved, and resolves complex customer service issues. This position understands the importance of evaluating and securing all appropriate financial resources for patients to ensure proper adjudication.
Position Details:
* 1.0 FTE (80 hours per pay period)
* day shift
* no weekends
* fully remote
Responsibilities
* Intentionally prevents untimely revenue shortfalls by taking action to resolve financial transactions appropriately and effectively to ensure collection of expected payment; escalates issues when appropriate.
* Completes daily work assignment timely and accurately in accordance with the identified productivity and quality standards set forth by the organization.
* Performs the best practice routine per department guidelines
* Proactively looks for continuous process improvements involving people and technologies through tracking, trending, and providing feedback.
* Accelerates business outcomes by identifying ways to fully resolve accounts through single-touch resolution when possible.
* Understands revenue cycle and the importance of evaluating and securing all appropriate reimbursements from insurance or patients.
* Contacts payers via portal or provider service center to facilitate timely and accurate resolution of accounts.
* Responsible for processing external correspondence in a timely and efficient manner.
* Ensures internal correspondence is clearly and professionally communicated and processed expeditiously.
* Responsible for verification of insurance and/or patient demographics.
* Understands expected payment amounts and Epic expected payment calculations to appropriately adjust accounts.
* Educates patients and/or guarantors of patient liability when appropriate.
* Understands and complies with all relevant laws, regulations, payer and internal policies, procedures, and standards, and applies this understanding through daily work
Required Qualifications
* 1 year Medical billing office setting experience
* MS Office experience
* Insurance/follow up experience
* Coordination of benefits experience
* Epic, Brightree, Billing Bridge, or comparable software account experience
Benefit Overview
Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: *****************************************************
Compensation Disclaimer
An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored.
EEO Statement
EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
Auto-ApplyBusiness Banker
Remote job
Are you passionate about helping small businesses thrive? United Community is in search of a dynamic Business Banker to be the go-to financial expert for small businesses with annual revenues up to $5million. You'll play a pivotal role in managing and deepening client relationships, driving growth and profitability, and uncovering new opportunities through proactive prospecting and networking. If you're passionate about outside sales, enjoy building strong partnerships, and thrive in a collaborative environment, this is the perfect role for you!
What You'll Do
* Sales and Service Excellence: Lead sales initiatives to achieve deposit and loan growth targets, providing exceptional customer services and support through the process
* Field Engagement: Deliver a branded customer experience by being in the field at least 80% of the time
* Opportunity Identification: Identify and refer specialized small business opportunities and solutions to clients, conducting relationship reviews
* Customer Relationship Management: Build and maintain strong relationships with existing and potential clients to understand their financial needs and offer tailored solutions
* Relationship Building: Foster relationships with key partners such as Branch, Small Business Group, Merchant, Treasury, and other internal partners to increase small business opportunities
* Credit Advisory: Leverage your knowledge of credit to advise small business owners on solutions services, and digital capabilities that help them achieve their business goals
* Coaching and Development: Coach, develop, guide, and provide feedback to associates and customers while embodying a service culture
Requirements For Success
* Minimum of 5 years of experience in banking, financial services, or sales with a focus on small business clients
* Demonstrated ability to identify and understand customers needs, delivering tailored financial solutions
* Strong business acumen with the ability to assess and support the unique needs of small business clients
* Excellent verbal and written, communication skills, with strong organizational and time management abilities
* Proven relationship-building skills and a client-first mindset
* Proactive and self-motivated approach to sourcing and developing new business opportunities
Conditions of Employment
* Must be able to pass a criminal background & credit check
* This is a full-time, non-remote position
FLSA Status:
* Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $60,466.00 - USD $93,119.00 /Yr.
Entry-Level Financial Services Specialist (Remote)
Remote job
About Us
We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally.
Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role.
Role Description
Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work
Conduct Financial Needs Analysis to uncover financial goals of the client
Formulate tailored financial plans for them
Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf
Conduct semi annual and annual reviews
Experience
All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more.
Helpful traits and skills include:
Entrepreneurial Mindset
Leadership
Self-Motivation
Organization & Initiative
High Ambition & Positive Energy
Work Schedule & Benefits
Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment.
Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities.
Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience.
Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families.
Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels.
Compensation
Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000
Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals
Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month)
Non-Negotiable Qualifications
Willingness to get licensed in 7-10 days via a state-approved course
Ability to pass a background check
Legally authorized to work in the United States
No Felonies
Find us on:
Instagram | LinkedIn | TikTok | GFI Website
Remote Financial Services Representative - Full Training | 100% Commission
Remote job
Job DescriptionAbout the Opportunity: We're hiring motivated, coachable individuals who want to build a flexible career in the life-insurance industry. Whether you're licensed or brand-new, we'll provide all the mentorship, tools, and training you need to succeed.
What You'll Do:
Work remotely anywhere in the U.S.
Speak with clients who requested life-insurance info (no cold calls)
Offer coverage from top-rated carriers
Help families protect what matters most
Opportunity to grow into leadership or agency ownership
What We Offer:
Virtual training and mentorship program
Licensing assistance for new applicants
Flexible schedule (part-time or full-time)
Daily pay direct from carriers (commission only)
Performance bonuses and incentives
Warm leads and team support
Compensation (Commission Only):
PT $1,500 - $3,000 / mo
FT $3,000 - $7,000 + / mo
We're Looking For:
Driven and dependable people who are willing to learn
Strong communicators
Independent yet coachable
Willing to obtain a state license (we help with this)
Requirements:
U.S. resident, 18 +
Must pass background check
Computer, phone, and internet required
⚠️ No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your success will depend on your work ethic, ability to follow our system, and the demand in your selected market.
Apply Now to start a career that offers freedom and purpose.
Requirements
Must be 18 years or older
U.S. resident (currently hiring in the U.S. only)
Must be able to pass a background check
Willing to obtain a Life & Health insurance license (we help with this)
Comfortable working remotely with internet access
Strong communication skills
Self-motivated and coachable
Benefits
Remote work - work from anywhere
Flexible schedule - set your own hours
No income cap - performance-based pay
Access to warm leads - no cold calling
Daily pay from top-rated insurance carriers
Bonus structure available
Licensing support for new agents
Team mentorship & leadership development
Potential to grow your own agency
Specialist, Accountant - Shared Financial Services
Remote job
Who We Are:
Our vision is to grant the wish of every eligible child. Through our mission, we are uniting communities to grant life-changing wishes. As the world's largest wish-granting organization, we strive to create a sense of community and an environment where we warmly embrace our wish families, volunteers, and colleagues.
Joining Make-A-Wish means becoming part of a mission that believes in the power of a wish.
Location:
Remote positions are open to applicants based anywhere in the continental U.S. Hybrid positions are open to applicants based in the Phoenix, Arizona area.
Applicants must be authorized to work for ANY employer in the U.S. We do not sponsor employment visas or other immigration processes to attain or maintain employment eligibility.
The Team:
Make-A-Wish America is the national headquarters for our organization, providing resources and support for our Chapters around the country. The Finance Team is focused on supporting our chapters through a shared financial services model, providing chapters with financial processing, reporting, and tax filings. They also maintain the financial health of the national office through budgeting, monthly reporting, accounting, reconciliations, and payables.
Position Summary:
Perform accounting functions for chapters who have elected to use Shared Financial Services (SFS) to ensure financials are recorded accurately and timely.
Knowledge and Abilities:
Knowledge of financial accounting including generally accepted accounting principles (GAAP) and financial statement preparation to ensure accurate, efficient, timely financial reporting and related processes.
Effective verbal and written communication skills to network with other departments within the organization, as well as externally, regarding various issues related to the financial reporting process.
Familiarity with audit planning processes and procedures.
Excellent knowledge of accounting and information systems applications, preferably in a non-profit environment.
Ability to handle sensitive information with a high level of trust and confidentiality and possess strong business ethics.
Duties & Responsibilities:
Support chapters using SFS in accounting functions to ensure accurate and timely processing.
Commit donation batches to Salesforce and post to NetSuite (financial system), the general ledger.
Review of check requests for proper coding and approvals.
Prepare bank reconciliations and balance sheet reconciliations for review.
Records journal entries for monthly financial activity.
Prepare financial reporting package including monthly variance report.
Reviews, researches, and analyzes data. Responds to inquiries from chapter staff.
Assist with gathering of information and documents for annual audit process. Helps prepare chapter's audit workbooks.
Assist with running custom reports and queries in NetSuite, and/or Excel, as requested.
Builds and maintains relationships with chapters.
Provides support for Support Team Staff.
Performs other job-related duties, as assigned.
Qualifications:
Bachelor's degree in Accounting, Finance or related field required.
Minimal experience in accounting and/or financial reporting is acceptable with a related educational degree. Experience in excess of one year is helpful.
Strong knowledge of Microsoft Office applications required, including demonstrated expertise in Microsoft Excel.
Experience in Salesforce and NetSuite is helpful.
Working knowledge of nonprofit organizations strongly preferred.
Working Conditions:
Ability to thrive in a remote environment.
Some travel required.
May require work outside a traditional Monday - Friday work week, and outside normal business hours.
This Role's Hiring Range$51,100-$54,800 USD
What We Offer:
Benefits
Comprehensive benefit package, effective day 1: Medical, Vision*, Dental*, Wellness
Competitive compensation with annual incentive potential
Health Savings Account and Flexible Spending Account Options
Health Reimbursement Account fully funded by Make-A-Wish America
Short Term Disability*, Long Term Disability* and Life Insurance
Additional Insurance Plans: Accident, Critical Illness, Hospital Indemnity, Pet Insurance through Figo
401(k) Retirement Savings Plan with 5% match after one year of service
Eligibility for student loan forgiveness through the Public Service Loan Forgiveness Program
The organization will send a laptop, 24” monitor, and a docking station/adaptor to new hires
Time Off
Up to 15 PTO days
10 Sick Days
11 Paid Holidays
2 Volunteer Days after one year of service
2 Personal Days accrued annually
Parental Leave
Also...
Employee Awards and Recognition Programs
Individual and Leadership Development
Discounts and special offers for theme parks, events, hotels, concerts, and movie tickets
*Monthly premiums paid for the employee for vision, dental, and short/long term disability.
Auto-ApplyRemote Student Finance Representative
Remote job
Student Finance Representative - Help Students Fund Their Future
Are you passionate about helping people take the first step toward a better life? As a Student Finance Representative, you'll be the guide who helps students understand their financial aid options and start their journey in skilled trades education.
What You'll Do:
Interview and advise students and families on financial aid programs
Walk applicants through FAFSA, aid applications, and eligibility
Review and award aid in compliance with federal, state, and school policies
Provide friendly, knowledgeable support in person, by phone, and online
Stay up to date on regulations and partner closely with Admissions
Deliver top-notch service and be a key part of each student's success story
Attend and celebrate student achievements at graduation ceremonies
What You Need:
Associate degree preferred
2+ years in financial aid, customer service, or a related field
Strong communication, organization, and people skills
A positive attitude and a passion for student success
Why You'll Love It:
Medical, dental, vision (free options available)
12 paid holidays + your birthday off
PTO, 401(k) match, tuition reimbursement
Headspace, wellness programs, pet insurance, and more
Our Core Values:
We are Challenging and Fun, Creating an Incredible Work Environment, full of Genuine People, and always a Force For Good.
If you're ready to change lives while building a rewarding career, apply now and start making an impact.
Entry -Level Financial Services Representative
Remote job
About Us The Munger Agency is a fast -growing financial services organization focused on helping individuals and families plan for a more secure future. We believe in empowering motivated individuals to take control of their careers while making a meaningful difference in the lives of others. Our team is remote -first, growth -driven, and dedicated to mentorship and professional development.
Job Summary
We are looking for self -motivated, coachable individuals who are ready to launch a long -term career in financial services. In this role, you'll connect with clients, identify their needs, and guide them through personalized financial solutions. No experience is required-we provide complete training and support to help you succeed from day one.
Key Responsibilities
Communicate with prospective clients who have requested information
Understand individual needs and provide tailored recommendations
Manage your schedule, client follow -ups, and personal goals independently
Work within a team -focused environment that values learning and collaboration
Participate in regular training and mentorship to improve performance
What We Offer
Work -from -home flexibility with full -time or part -time options
Complete training and hands -on mentorship
A supportive and growth -oriented team culture
Clear path to advancement and leadership opportunities
Requirements
What You Need
Strong communication skills and a desire to help others
Self -discipline and a high level of personal responsibility
Willingness to learn and adapt in a fast -paced environment
Comfortable working independently and remotely
Must be 18 or older and authorized to work in the U.S.
Financial Services Representative
Remote job
Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker
Patient Financial Service Representative I
Remote job
At Children's Wisconsin, we believe kids deserve the best.
Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country.
We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today.
Please follow this link for a closer look at what it's like to work at Children's Wisconsin:
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Job Summary:
Responsible for answering a high volume of inbound daily telephone calls within Patient Financial Services department, a cross-functional department supporting all areas of Children's Hospital and Children's Specialty Group (MCW) revenue cycle. As the front line of CHW and MCW/CSG's revenue cycle, must provide exemplary service to our patients and families showing empathy and compassion while still working to meet the goals of resolving account balances. Troubleshoots and problem solves patient family billing, payer, payment posting or system issues for all areas of the organization.
Essential Functions:
Works as part of a cross-functional team that must maintain knowledge of all hospital billing, physician billing, coding, medical records, and financial clearance functions across multiple service areas.
Acts as a patient resource for navigating through the various departments of our health system.
Works in a fast-paced call center environment, promptly and professionally answering inbound telephone calls, meeting department service standards and expectations.
Negotiates payment plan arrangement and screens for financial assistance needs.
Responds to patient's questions in a timely, professional manner
Multi-tasks by working accounts in work queues to resolve self-pay balance issues while answering inbound calls.
Utilizes patient billing software, which includes adding appropriate documentation of steps taken to obtain payment, respond to inquiries or resolve accounts
Educates and supports parents, families, and representatives with questions regarding CHW account balances.
Educates families on insurance and revenue cycle processes.
Determines when rebilling is appropriate and takes necessary steps in billing system to complete.
Legacy Essential Functions:
Reviews in-coming correspondence and respond accordingly. Updates billing information
Reviews and updates return mail with new addresses
Utilizes Forward Health eligibility website to search for coverage for uninsured patients and takes necessary steps in billing system to complete eligibility check
Investigates and resolves straight forward credit balances. Determines appropriate next steps; transferring funds, requesting patient refund
Collaborates with Financial Counseling, Social Services, Patient Relations, Account Resolution Reps or other department members to resolve patient concerns, and patient balances
Works within the Medical College of WI service area in billing system to resolve shared services account balances
Escalates situations to leadership when appropriate for service recovery and timely resolution
Education:
High School graduate or Certificate of General Educational Development (GED) or High School Equivalency Diploma (HSED) Required
Experience:
1+ years related experience in insurance, collections, or customer service experience preferably in a healthcare setting. Required
Knowledge, Skills and Abilities:
Knowledge of claims processing and computerized systems desirable.
Interpersonal skills necessary to efficiently respond to questions from patients and families regarding hospital financial policies, outside agencies' programs and physician offices to help resolve patient financial issues.
Ability to hold composure and poise in escalated situations.
Strong multi-tasking, organizational and time management skills.
Ability to verbally communicate effectively in a professional manner to families, physicians and outside agencies.
Ability to work as part of a team, demonstrating collaboration and flexibility.
Must have knowledge of all revenue cycle operations and processes.
Must be able to read and interpret insurance explanation of benefits to accurately process work and resolve problems
Required for All Jobs:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that may be requested in the performance of this job.
Employment is at-will. This document does not create an employment contract, implied or otherwise.
Full Remote Work Opportunity!
Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law.
Certifications/Licenses:
Auto-ApplyFinancial Service Specialist (Remote)
Remote job
Are you looking for a rewarding and flexible career? HIAS has join the team with PFS to hire new Remote Financial Service Specialist!
As a Remote Financial Service Specialist, you will have the opportunity to make a positive impact on people's lives from the comfort of your own home.
NO PREVIOUS EXPERIENCE NECESSARY. We provide a training program that gets you paid while learning, to the right candidate who is motivated and eager to learn. This position is perfect for stay-at-home career seekers.
As a Remote Financial Service Specialist, you will:
Build relationships with clients and provide them with financial education and guidance.
Identify their needs and recommend appropriate solutions.
Assist clients in obtaining the necessary financial products and services.
Manage and grow your client base.
We are looking for candidates with:
Excellent customer service skills
An entrepreneurial mindset
Strong leadership and decision-making skills
The ability to develop, manage, and drive growth.
Access to internet or Wi-Fi connection
If you are 18 or older and pass a background check, we want to hear from you! Self-discipline, self-accountability, trustworthiness, and honesty are essential qualities we are seeking in our team members.
PFS provides:
Training to help you succeed
Coverage for all required pre-licensing courses and state licenses
Part-time or full-time flexibility
No quotas or caps on commissions
Stock opportunities
Residual income opportunities
Join us in the journey of financial empowerment!
Requirements:
18 years of age or older (This is a FEDERAL requirement)
Pass a background check (No felonies)
Self-discipline and self-accountability
Trustworthiness and honesty
Auto-ApplyFinancial Clearance Representative - Part Time - Remote
Remote job
Responsible for ensuring accounts are financially cleared prior to the date of service. Interview patients when scheduled for an elective, urgent, inpatient or outpatient procedure. Essential Functions and Responsibilities: * Financially clears patients for each visit type, admit type and area of service via the Electronic Medical Record- EMR, electronic verification tools.
* Accurately and efficiently performs registration using thorough interviewing techniques, registering patients in appropriate status, and following registration guidelines.
* Starts the overall patient's experience and billing process for outpatient and inpatient services by collecting, documenting, and scanning all required demographic and financial information.
* Responsible for obtaining and verifying accurate insurance information, benefit validation and authorizations.
* Estimates and collects copays, deductibles, and other patient financial obligations.
* Manages all responsibilities within hospital and department compliance guidelines and in accordance with Meaningful Use requirements.
* Applies recurring visit processing according to protocol.
* Performs duties otherwise assigned by management.
Qualifications:
Required:
* High school diploma or equivalent required
* One year experience in patient access, registration, billing or physician office
Preferred:
* One-year experience in insurance verification and authorization using Windows (Excel, Word, Outlook, etc.), an EMR system, Electronic Eligibility System and various websites for third party payers for verification
Equal Opportunity Employer of Minorities/Females/Disabled/Veterans
Additional Information
* Schedule: Part-time
* Requisition ID: 25005298
* Daily Work Times: Standard Business Hours
* Hours Per Pay Period: 64
* On Call: No
* Weekends: No