First Command Financial Services Inc Jobs in Usa

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

A Customer Service Representative (CSR) is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor. This position must be able to adapt well in the face of workplace stressors such as customers service complaints. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.

• Provide quality customer service and a positive banking experience by handling financial transactions (i.e. opening of accounts) with a professional attitude
• Determine customer needs, explain and sell products and services
• Participate in branch prospecting efforts
• Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
• Serve as a liaison between customer and operational areas
• May provide back up to the teller line as needed
• Ability to understand directions and adhere to established policy and procedures
• Able to remain focused
• Other related duties as assigned or directed

• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

• As an integral member of the Branch, this position is also responsible to provide assistance wherever necessary to help the Branch and the Bank in achieving their annual goals
• May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Education, Training and Requirements:

• High School Diploma or GED
• Internal product and services knowledge
• Accurate and proficient math skills
• Professional and friendly interpersonal communications skills
• Proficient computer skills
• Clear thinking and ability to stay focused
• Thorough knowledge of bank products and services
• Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility
• Two (2) years of bank and/or customer service normally required
• All applicants must be 18 years of age or older

Hours: 35 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

A Customer Service Representative (CSR) is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor. This position must be able to adapt well in the face of workplace stressors such as customers service complaints. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.

• Provide quality customer service and a positive banking experience by handling financial transactions (i.e. opening of accounts) with a professional attitude
• Determine customer needs, explain and sell products and services
• Participate in branch prospecting efforts
• Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
• Serve as a liaison between customer and operational areas
• May provide back up to the teller line as needed
• Ability to understand directions and adhere to established policy and procedures
• Able to remain focused
• Other related duties as assigned or directed

• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

• As an integral member of the Branch, this position is also responsible to provide assistance wherever necessary to help the Branch and the Bank in achieving their annual goals
• May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Education, Training and Requirements:

• High School Diploma or GED
• Internal product and services knowledge
• Accurate and proficient math skills
• Professional and friendly interpersonal communications skills
• Proficient computer skills
• Clear thinking and ability to stay focused
• Thorough knowledge of bank products and services
• Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility
• Two (2) years of bank and/or customer service normally required
• All applicants must be 18 years of age or older

Hours: 40 hours per week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Dover Federal Credit Union in Dover, DE would allow you to join Dover Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Dover Federal Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Dover Federal Credit Union for financial solutions. This position will offer:

• The ability to service an existing book of business upon hire
• The ability to build a strong client base with the credit unions exceptional referral system
• Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
• The opportunity to find new clients via the credit unions member base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPLs combination of tools, technology, and support
• The benefit of LPLs experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the credit unions reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

• Access to our proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your clients goals

Whatever your vision of success, were with you every step of the way.

Requirements:

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Dover Federal Credit Union.

Pay Range: $45,000 - $74,000 The salary range is dependent on a number of factors, including the applicants skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Diverse Staffing Services, Inc. is currently seeking a senior executive who will be accountable for the financial, accounting, payroll, tax, compliance, and transactional integrity of Diverse Staffing Services, Inc. and its affiliated entities. This is a builder‐operator role, not a passive finance seat.

The Group CFO will initially launch, scale, and integrate a new payroll, EOR, and workforce compliance services division while standardizing and modernizing financial operations across the Diverse enterprise. A critical component of this role is leading merger and acquisition strategy and execution, including diligence, valuation, integration, and long‐term enterprise value creation. The role is designed to ultimately assume full enterprise CFO responsibility upon the planned retirement of the current CFO.

This position requires deep experience in multi‐unit, national staffing and employment solutions, high‐volume payroll operations, and acquisition‐driven growth.

Core Accountabilities

Enterprise Financial Leadership & Strategy

• Own enterprise‐wide financial strategy across all operating entities and business lines.
• Serve as the financial right‐hand to the Owner/Managing Partner, advising on growth, risk, and capital allocation.
• Lead capital planning, cash forecasting, margin strategy, and risk modeling for a national, multi‐entity organization.
• Establish financial guardrails supporting organic growth, mergers, acquisitions, and new service lines.
• Maintain full P&L accountability for Diverse Workforce Solutions and other designated business units.
• Develop and maintain financial models supporting national staffing, payroll, EOR, and employment‐services economics.

Mergers, Acquisitions & Integration Leadership

• Lead the financial aspects of mergers, acquisitions, and strategic investments, including:
• Financial due diligence and quality of earnings analysis
• Valuation modeling and transaction structuring
• Assessment of payroll, tax, and compliance exposure
• Oversee post‐acquisition integration, including financial systems, payroll operations, reporting, and internal controls.
• Standardize financial operations across acquired entities while preserving operational continuity.
• Ensure the enterprise is transaction‐ready from a financial, audit, and compliance perspective.

Accounting, Controls & Audit

• Direct all accounting functions across the enterprise, including GL, AP, AR, revenue recognition, and close processes.
• Implement and maintain audit‐ready financials across all entities, including newly acquired businesses.
• Design internal controls aligned with payroll, EOR, co‐employment, and staffing risk exposure.
• Oversee external audits, tax reviews, lender reviews, and compliance examinations.

Payroll, Tax & Workforce Compliance

• Own high‐volume, multi‐state payroll funding and execution for national client workforces.
• Ensure compliance with:
• Federal, state, and local payroll tax laws
• W‐2 / 1099 classifications
• EOR, co‐employment, wage and hour, and staffing‐related exposure
• Lead payroll tax strategy, filings, reconciliations, audits, and remediation efforts.
• Actively monitor legislative and regulatory changes impacting staffing, payroll, and employment services.

Systems, Automation & Scalability

• Select and implement best‐in‐class payroll, HRIS, and accounting platforms capable of supporting national scale and acquisitions.
• Drive automation, data integrity, and reporting accuracy across the enterprise.
• Ensure integration across ATS, HR, payroll, billing, and finance systems, including acquired platforms.
• Partner with technology leadership on security, data governance, and system controls.

Leadership, EOS & Succession

• Serve as EOS financial seat owner for the enterprise.
• Build, mentor, and scale a high‐performing finance and payroll organization.
• Own Scorecards, Rocks, and L‐10 reporting.
• Lead CFO succession planning and transition over a planned 24‐month period.

Legal & Structural Business Partnership (Non‐Attorney)

• Interpret and advise on:
• Client MSAs, staffing agreements, and payroll/EOR contracts
• Partnership, acquisition, and entity structures
• Risk allocation and indemnification concepts
• Partner closely with external legal counsel (non‐practicing role).

Required Experience & Profile

Essential

• 12–15+ years of progressive finance leadership, including a minimum of 5 years at the C‐level.
• Proven merger and acquisition leadership, including diligence, integration, and scaling acquired entities.
• Builder mindset with demonstrated success designing systems, teams, and processes from the ground up.
• Deep expertise in multi‐state payroll tax compliance and high‐volume payroll operations.
• Experience in privately held, multi‐entity organizations, preferably within staffing or employment services.
• Strong FP&A leadership supporting growth, acquisitions, and margin optimization.

Preferred

• Documented success in financial leadership within staffing, EOR, PEO, or workforce solutions organizations.
• Experience supporting national, multi‐unit operations and transaction‐driven growth.
• Strong EOS fluency or demonstrated ability to operate within EOS.
• CPA, CMA, or MBA strongly preferred.

Diverse Staffing Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, disability, gender identity, protected veteran status or other protected status. Diverse Staffing is committed to providing jobs for veterans transitioning to civilian life.

If you’re tired of chasing leads, this is your seat.

Swiss American Financial Solutions is hiring a Financial Advisor in Glendale, AZ for one reason: demand is up, and we need another strong advisor in the room—running meetings, building plans, and helping families retire with clarity.

This is not a “go build a book from scratch” role. You’ll spend your week doing the part of the job that actually matters: meeting with people, earning trust, and delivering a written plan.

Compensation

Base Salary + Commissions (%) + Bonuses

What You Get Here

• A calendar built around qualified retirement-focused appointments (supported by Swiss American Financial Solutions’ marketing/outreach)
• A documented planning flow you can follow—so you’re not reinventing the wheel every meeting
• The ability to implement solutions across investments, annuities, and life insurance based on client needs
• A team that supports implementation so you can stay focused on advice, recommendations, and relationships

What You’ll Do

• Lead discovery and retirement planning conversations (typically ages 50–75)
• Turn client goals into a clear written plan with recommendations they understand and trust
• Present, close, and implement solutions aligned to the client’s best interest
• Build long-term relationships and become “their advisor,” not a one-time transaction
• Execute Swiss American Financial Solutions’ process consistently to deliver a first-class experience

Required Qualifications

• Active Life & Health Insurance License
• Series 65 or 66
• Proven consultative sales ability (you can guide a decision without being pushy)
• Strong communication and presence with retirement-aged clients
• Prior client-facing planning experience strongly preferred

Who This Role Is For

You’re coachable, professional, and you take pride in doing real planning. You want support, structure, and steady opportunity—so your income is driven by performance, not prospecting.

If you’re ready to spend your time advising—not hunting—apply to Swiss American Financial Solutions.

Swiss American Financial Solutions is an equal-opportunity employer.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

This position will comply with bank and investor guidelines with portfolio and investor mortgage loans, conducting required functions for special asset protection management.

Essential Responsibilities:

• Execute and submit secondary market investors, government agencies, and mortgage insurance delinquency and status reports to safeguard the company's interest
  • Adhere to guidelines set by investors, guarantors, and regulatory entitles for accurate and timely reporting
  • Manage audits conducted by third party companies such as TenA for quality control of FHA-HUD and USDA portfolios
• Prepare, monitor, and submit applicable servicing claims to safeguard the company's interests in residential real estate properties following applicable guidelines and regulations
  • Processing and application of, or release of claim documents and funds
  • Successfully resolve claim disputes brought to mortgage insurance, guarantors, and investor loan entities
• Oversee the workflow for maintaining post-foreclosure accounts including Other Real Estate Owned (OREO) properties
• Facilitate release requests including but not limited to release of security, releases of liability, and deed transfers by preparing, reviewing and processing documents
• Assist with conducting review, preparing and managing charge offs and write downs
• Prepare and mail notifications to borrowers per investor, guarantor, state, insurer, or bank guidelines
• Comply with applicable regulations including but not limited to Fair Debt Collections Practices Act, Real Estate Settlement Procedures Act, Service Member Civil Relief Act, Dodd-Fran Act (UDAPP) as they relate to consumer real estate loan collections
• Perform other related duties as assigned or directed
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties:

As an integral member of the Consumer Real Estate Servicing Department, this position is also responsible to provide assistance wherever necessary to help the Consumer Real Estate Servicing Department and the Company in achieving their annual goals.

Education/Training/Requirements:

• High School Diploma or GED required
• A.A. or A.S. degree with business field of study or relevant work experience strongly preferred
• All applicants must be 18 years of age or older

Skills:

• Familiarity with collections, loss mitigation, foreclosure, and bankruptcy laws; servicing requirements of various secondary market investors and government agencies
• Proficient reading, writing, and grammar skills
• Excellent mathematical skills
• PC proficiency including Windows and Microsoft Suite
• Able to demonstrate ability to analyze data from reports/workbooks
• Excellent interpersonal and communication skills
• Must be collaborative, adapt and reprioritize, and have an independently objective mindset
• Must be able to consistently demonstrate the Company's core values; integrity, teamwork, excellence, and humility

Experience:

• Minimum of two (2) years' collections or loan servicing experience preferred

Hours: 40 hours/week (some OT including nights, weekends & holidays)

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Financial Advisor

You’ve built the relationship skills. You know how to guide clients. Now you need a platform that gives you both stability and upside.

Premier Planning Professionals is hiring a Financial Advisor for a growth-oriented opportunity inside an independent, client-centered firm. If you want the security of a base salary, the upside of revenue-based compensation, and the ability to serve clients through a more holistic planning model, this is a role worth exploring.

Compensation: $70,000–$75,000 base salary + a percentage of revenue generated for the firm.

Premier Planning Professionals is built around personalized financial guidance, helping clients navigate retirement planning, wealth management, insurance, Medicare, and tax planning. This is not a narrow product role. It is an opportunity to work in a broader planning environment where you can have more meaningful conversations and create more value for the people you serve.

In this role, you will:

• Build and maintain strong client relationships
• Advise clients on retirement planning, wealth management, insurance, Medicare, and tax-aware strategies
• Develop new business and contribute to firm growth
• Deliver a high-touch, personalized planning experience
• Work alongside the team to support long-term client outcomes and firm expansion

Required Qualifications

• Experience in a Financial Advisor, Wealth Advisor, or similar client-facing role
• Active licensing appropriate to the role
• Strong communication and relationship-building skills
• Ability to develop business and generate revenue
• Confidence leading client meetings and presenting recommendations

Preferred Qualifications

• Experience working with retirement-focused clients
• Insurance and advisory background
• Existing network or ability to build relationships in the market
• Holistic planning mindset
• Ability to run workshops

If you’re looking for a Financial Advisor role where you can combine planning, relationship management, and production-based upside, let's have a conversation.

Taylor Sudden Service provides exclusive worldwide distribution of genuine Taylor OEM parts and forklift service for equipment designed, manufactured, and marketed by Taylor Machine Works, Inc. Backed by a network of parts and service centers, nationwide dealer support organizations, and factory-trained service technicians, SSI is committed to providing the best parts and service support in the industry. We offer training schools for our service technicians on a regular basis, ensuring the best possible service to Taylor Machine Works’ customers. Sudden Service, INC (SSI) is a subsidiary of the Taylor Group of Companies, a third-generation family-owned business based in Louisville, MS since 1927.

Job Summary

We are seeking a skilled and customer-focused Field Service Mechanic to join our team. This position reports to the Service Supervisor and involves servicing heavy equipment in assigned territories and occasionally assisting in other areas. The role plays a key part in maintaining customer satisfaction and supporting repeat business through quality service and support.

Key Responsibilities

- Plan work and travel schedules with the Service Supervisor, prioritizing customer needs.

- Diagnose and repair mechanical issues, replace defective parts, and install new assemblies.

- Perform inspections and operational tests on equipment during delivery and after repairs.

- Maintain accurate records of service calls, parts used, travel time, and mileage for billing.

- Build strong customer relationships through routine visits, training, and responsive service.

- Promote company image by maintaining a clean and professional appearance and service vehicle.

- Train new service personnel and lead teams on large-scale repairs or assembly projects.

Qualifications:

-Incumbent must have a valid driver’s license and a good driving record, since employee will be driving company owned vehicle and will be covered under corporate insurance which has strict coverage requirements.

-Willingness to travel and work independently in the field.Incumbents will be required on occasion to stay overnight at out-of-town locations.

- Extensive experience as a general mechanic, with additional skills in welding and hydraulics.

- Ability to read and interpret blueprints, wiring diagrams, and technical manuals.

- Strong problem-solving skills and mechanical ingenuity.

-Excellent verbal and written communication skills.

-Basic computer skills required.

-This job requires stooping, bending, climbing, and the capability of lifting up to 50 pounds.

Education and Experience:

• Some vocational or formal schooling in hydraulics and diesel engine repair.
• Three years on the job experience in diesel mechanics and hydraulics. Schooling in these fields could substitute for some of the job experience.
• While it is not a requirement that the FSM pass the AWSD14 Welding Test, the incumbent is required to pass the tacker test. The FSM is encouraged to practice and improve welding skills to pass the AWSD14 Welding Test to be considered for future promotions.

Benefits:

• Medical/Prescription
• Dental
• Vision
• Vacation
• 10 Holidays
• 401K
• Life Insurance