Current jobs related to Financial Consultant - Gilbert - Pro Financial Health


  • Gilbert, Arizona, United States Basc Expertise of AZ LLC Full time

    Senior Tax Accountant and Financial Consultant Opportunity at BASC ExpertiseBASC Expertise is a reputable Tax, Payroll, and Accounting Firm founded in 2004. We specialize in supporting businesses throughout their growth journey by providing high-quality services tailored to our clients' needs. Our dedicated team is focused on delivering effective solutions...


  • Gilbert, Arizona, United States New York Life Full time

    At New York Life, we are experiencing significant growth and are in search of a skilled investment consultant to guide our clients in making informed and profitable financial decisions to achieve their financial aspirations. We seek an individual with a demonstrated history of success in advising long-term clients, possessing exceptional analytical,...

  • Financial Advisor

    1 month ago


    Gilbert, United States New York Life Full time

    Description Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a...

  • Financial Advisor

    1 month ago


    Gilbert, United States New York Life - Lance Gillman Full time

    Job DescriptionJob DescriptionOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If...


  • Gilbert, Arizona, United States United Solar Full time

    Become a Part of United Solar as a Residential Sales ConsultantUnited Solar, a premier Solar Sales Organization, is seeking an enthusiastic Residential Sales Consultant to enhance our team. If you have a strong interest in renewable energy and excel at connecting with potential clients, this position is tailored for you.Key Responsibilities:Formulate and...

  • Sales Consultant

    4 days ago


    Gilbert, United States Chung Financial Group Part time

    Job DescriptionJob DescriptionAre you passionate about insurance and eager to embark on a rewarding career from the comfort of your home? We're expanding our remote team and inviting both licensed and non-licensed individuals to join us as Insurance Agents.Responsibilities:Develop and maintain relationships with prospective clientsAssess clients'...


  • Gilbert, Arizona, United States AXA Group Full time

    About AXA XL Risk ConsultingAXA XL Risk Consulting is a division of AXA XL Insurance, a leading provider of risk management solutions for large and corporate companies. Our team of experts supports underwriters and clients in identifying, evaluating, and mitigating risks across multiple industry sectors.Job SummaryWe are seeking a Senior Property Risk...


  • Gilbert, Arizona, United States Northwestern Mutual Full time

    Company OverviewFor over 160 years, Northwestern Mutual has been dedicated to assisting families and businesses in achieving financial stability. With a comprehensive approach that encompasses both insurance and investment strategies, Northwestern Mutual helps individuals navigate their financial aspirations. With assets totaling $265.0 billion and over $1.8...


  • Gilbert, Arizona, United States Northwestern Mutual Full time

    Company OverviewFor over 160 years, Northwestern Mutual has been dedicated to assisting families and businesses in achieving financial stability. By employing a comprehensive approach that encompasses both insurance and investment strategies, Northwestern Mutual helps individuals navigate their financial aspirations. With a robust portfolio of $265.0 billion...


  • Gilbert, Arizona, United States Ascend Learning Full time

    Join Our Mission to Transform LivesAt Ascend Learning, we are dedicated to making a difference through meaningful work in a culture that prioritizes people. Our organization connects a robust array of brands that provide outcomes-focused, data-informed solutions throughout the educational journey.Our culture, rooted in values, brings our teams together and...


  • Gilbert, Arizona, United States D1 Training - Val Vista Full time

    Job OverviewAre you a dedicated, high-energy sales professional eager to make a difference in people's lives while contributing to a rapidly expanding fitness franchise?D1 Training is a performance-driven fitness franchise that is gaining significant recognition across the nation. We assist individuals of all ages in achieving their personal aspirations both...


  • Gilbert, United States Urban Air Adventure Parks Full time

    EVENTS/SALES CONSULTANT JOB SUMMARY The Events/SALES Consultant responsible for selling fun! Our ideal team member will serve as the 'First Point of Contact' of Urban Air and work with our guests to design the perfect combination of food, drinks and attractions for birthday parties, church events, sports groups, corporate team building, or any other type of...


  • Gilbert, United States FBL Financial Full time

    Loss Control SpecialistAre you a go-getter with high initiative, a positive attitude and strong loss control/risk management experience? Do you thrive in a work environment where you must multi-task and have strong organizational skills? Are you a self-starter and able to work with limited direction? If so, this Loss Control Specialist opportunity could be a...


  • Gilbert, Arizona, United States Northwestern Mutual Full time

    Company OverviewNorthwestern Mutual has been a trusted partner in achieving financial stability for families and businesses for over 160 years. By integrating both insurance and investment solutions, Northwestern Mutual helps individuals navigate their financial aspirations. With substantial assets under management and extensive life insurance coverage, we...


  • Gilbert, United States Urban Air Adventure Parks Full time

    EVENTS/SALES CONSULTANTJOB SUMMARYThe Events/SALES Consultant responsible for selling fun! Our ideal team member will serve as the 'First Point of Contact' of Urban Air and work with our guests to design the perfect combination of food, drinks and attractions for birthday parties, church events, sports groups, corporate team building, or any other type of...

  • Tax Consultant Intern

    3 months ago


    Gilbert, United States Deloitte Full time

    Position Summary Tax Consultant Intern   We’re looking for highly-motivated, out-of-the-box thinkers to join our tax consulting team. If you enjoy a challenge and thrive in a dynamic environment, then you may be the right fit for our tax internship program. During the internship, you’ll gain first-hand knowledge of the day-to-day...


  • Gilbert, United States AXA Group Full time

    Phoenix, AZ | Salt Lake City, UT Area  Fully Remote In a world ever more complex and unpredictable, large, and corporate companies need an effective partner to improve their risk profile. AXA XL Risk Consulting is a division of AXA XL Insurance and supports: Underwriters, in the assessment of the risks AXA XL is insuring; and Clients, in the...


  • Gilbert, United States Farm Bureau Financial Services Full time

    Loss Control Specialist Are you a go-getter with high initiative, a positive attitude and strong loss control/risk management experience? Do you thrive in a work environment where you must multi-task and have strong organizational skills? Are you a self-starter and able to work with limited direction? If so, this Loss Control Specialist opportunity could be...

  • Sr Project Architect

    2 months ago


    Gilbert, United States Cole Architects Full time

    Job Title: Senior Project ArchitectJob Summary:A Senior Project Architect is responsible for project performance regarding profit, quality, and client satisfaction. The role primarily involves managing the internal team and external consultants while working with the Principals to interface with the client. A Senior Project Architect may be called upon to...

  • Sr Project Architect

    2 months ago


    Gilbert, United States Cole Architects Full time

    Job Title: Senior Project ArchitectJob Summary:A Senior Project Architect is responsible for project performance regarding profit, quality, and client satisfaction. The role primarily involves managing the internal team and external consultants while working with the Principals to interface with the client. A Senior Project Architect may be called upon to...

Financial Consultant

2 months ago


Gilbert, United States Pro Financial Health Full time
Job DescriptionJob Description

Job Brief: We are looking for a Financial Consultant to provide guidance on investment decisions, cash management and day-to-day company expenses.

Responsibilities:

  • Assess company’s financial status
  • Analyze investment plans
  • Source and evaluate capital expansion options, including loans and funding
  • Advise on selling and buying stocks and bonds
  • Manage current and future tax payments
  • Monitor financial procedures and ensure compliance with the law
  • Provide solutions and set goals to increase profitability
  • Review day-to-day transactions to identify areas of improvement

Requirement:

  • Proven work experience as a Financial Consultant, Financial Adviser or similar role
  • Hands-on experience with accounting software and statistical packages
  • Good knowledge of fiscal policies
  • Excellent analytical skills, along with the ability to create detailed reports and spreadsheets
  • Attention to detail
  • Confidentiality
  • BS degree in Finance, Accounting, Economics or related field