Current jobs related to Financial Consultant - Cuyahoga Falls - Flagstar Bank

  • Senior Financial Consultant

    3 weeks ago

    Wappingers Falls, New York, United States Kestra Financial Independent Advisor Full time

    Position OverviewThe Senior Financial Consultant plays a pivotal role in driving business growth, nurturing client relationships, and delivering tailored investment guidance. Key Responsibilities1. Establish and expand client relationships and sales channels.2. Enhance and uphold the firm's reputation within the community and among referral partners.3....

  • Salaried Financial Consultant/Client Support Team

    3 weeks ago

    Sioux Falls, South Dakota, United States Hahn Financial Group Inc Full time

    Position: Salaried Financial ConsultantBecome a part of our Advisory/Client Support Team at Hahn Financial Group, Inc. (HFG), a reputable Registered Investment Advisor committed to serving Retirement Plan Participants and Wealth Management Clients across the nation. We are eager to expand our team of Salaried Financial Consultants who are devoted to...

  • Sales Consultant

    1 week ago

    Cuyahoga Falls, Ohio, United States Spitzer Automotive Full time

    About the OpportunityWe are seeking a highly motivated and customer-focused Sales Associate/Consultant to join our team at Spitzer Automotive. As a Sales Associate/Consultant, you will play a critical role in providing exceptional customer service and driving sales growth.Key ResponsibilitiesIntroduce customers to our value price sales process and value...

  • Junior Financial Consultant

    3 weeks ago

    Marble Falls, Texas, United States Edward Jones Full time

    Are you a client champion? A proficient communicator? A strategic thinker? If this resonates with you, we invite you to explore an opportunity with us. At Edward Jones, our mission is to create a positive impact in the lives of our clients and our team members. Our licensed branch associates play a crucial role in the client service framework,...

  • Senior Financial Consultant

    2 weeks ago

    Wappingers Falls, New York, United States Kestra Financial Independent Advisor Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Manager to join our team at Kestra Financial Independent Advisor. As a key member of our team, you will be responsible for developing new business, managing relationships, and providing personalized investment advice to our clients.Key ResponsibilitiesBusiness Development:...

  • Junior Financial Consultant

    3 weeks ago

    Marble Falls, Texas, United States Edward Jones Full time

    Client Advocate and Financial ConsultantAre you a skilled communicator and problem solver? If so, we invite you to explore an opportunity with us at Edward Jones.About UsAt Edward Jones, we prioritize making a meaningful impact in the lives of our clients and our team members. Our licensed branch associates play a vital role in the client service team,...

  • Personal Loan Sales Consultant

    3 weeks ago

    Idaho Falls, Idaho, United States OneMain Financial Full time

    About OneMain Financial: At OneMain, we are dedicated to empowering our customers by understanding their needs and providing access to friendly, fast, and affordable financing solutions for various life expenses. Role Overview: As a Personal Loan Sales Consultant, you will gain valuable insights into the lending and servicing industry at OneMain, paving the...

  • Financial Consultant

    3 weeks ago

    Sioux Falls, South Dakota, United States Northwest Bank Full time

    Key ResponsibilitiesAs a Wealth Advisor at Northwest Bank, your role will encompass the following duties:Attracting new clientele and managing assets in alignment with the organization's strategic objectives.Educating clients on investment principles and the array of products available.Assessing and formulating financial planning and investment requirements...

  • Retirement Financial Consultant

    3 weeks ago

    Sioux Falls, South Dakota, United States SNB Full time

    Are you passionate about guiding individuals towards their financial aspirations? At Security National Bank, we believe that every interaction is significant. From our communication style to our decision-making processes, we understand the importance of each detail. Our commitment to recognizing the unique value of every person drives us to help them realize...

  • Sales Associate/Consultant

    2 months ago

    Cuyahoga Falls, United States Spitzer Automotive Full time

    About the Organization We are Spitzer Autoworld!We are a fourth generation family owned business since 1904 and are still going strong! We have 28 locations with 15 new vehicle franchises spread throughout Northeast Ohio, Homestead, Florida and Greater, Central, and Eastern Pennsylvania areas. We are looking for YOU to join our award-winning team as our most...

  • Vice President of Finance

    3 weeks ago

    Cuyahoga Falls, Ohio, United States Amotec Inc. Full time

    Vice President of FinanceAmotec Inc., a leading recruitment agency, is conducting a search for a Vice President of Finance for a prominent organization specializing in consulting and compliance services.This executive will report directly to the Chief Executive Officer and will be responsible for steering financial strategy and implementation across various...

  • Sales Associate/Consultant

    2 months ago

    Cuyahoga Falls, United States Spitzer Automotive Full time

    About the Organization We are Spitzer Autoworld! We are a fourth generation family owned business since 1904 and are still going strong! We have 28 locations with 15 new vehicle franchises spread throughout Northeast Ohio, Homestead, Florida and Greater, Central, and Eastern Pennsylvania areas. We are looking for YOU to join our award-winning team as our...

  • Corporate Financial Consultant

    3 weeks ago

    Idaho Falls, Idaho, United States The Ladders Full time

    Position OverviewAs a key member of our finance team, you will oversee a range of financial responsibilities and projects that involve strategic planning, in-depth analysis, and comprehensive reporting. Your role will encompass the regular evaluation of financial outcomes, the formulation of financial forecasts and annual budgets, variance assessments, and...

  • Associate Financial Consultant

    2 weeks ago

    Marble Falls, Texas, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with an established Financial Advisor to provide personalized investment and financial solutions to clients.Key ResponsibilitiesGather information and collect suitability to deeply...

  • Financial Planning Consultant

    2 weeks ago

    Sioux Falls, South Dakota, United States Gpac Full time

    About the RoleGpac is honored to be partnered with a world-renowned company with over 50 years of leadership in the trust industry.This company upholds Small-Town Values with a Global Footprint with offices spanning over 3 countries. The company takes pride in their reputation as much as they take pride in the quality and character of their team...

  • Customer Service Representative

    3 days ago

    Cuyahoga Falls, Ohio, United States Fifth Third Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a CSR/Teller in Cuyahoga Falls, OH. As a key member of our financial center, you will be responsible for providing exceptional customer service, building relationships, and driving sales growth.Key ResponsibilitiesDeepen relationships with customers by listening...

  • Senior Tax Consultant

    3 weeks ago

    Sioux Falls, South Dakota, United States Schwan Financial Group Full time

    Schwan Financial Group is seeking a Tax Manager to enhance their operations. This role necessitates a CPA Certification along with a Bachelor's degree in accounting, finance, or a related discipline (Master's degree is advantageous). The preferred candidate will possess 3-5 years of expertise in tax accounting and demonstrate the ability to lead a team of...

  • Patient Account Coordinator

    3 weeks ago

    Cuyahoga Falls, Ohio, United States Western Reserve Hospital Full time

    Position Title: Customer Service SpecialistJob Category: ClericalJob Details:Overview:The Customer Service Specialist plays a vital role in addressing and resolving inquiries related to patient accounts, both from third-party sources and private-pay clients. This position involves conducting financial consultations and establishing payment arrangements for...

  • Customer Service Representative

    1 day ago

    Cuyahoga Falls, Ohio, United States Fifth Third Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a CSR/Teller in Cuyahoga Falls, OH. As a key member of our retail banking team, you will be responsible for providing exceptional customer service, building relationships, and driving sales growth.Key ResponsibilitiesProvide personalized service to customers,...

  • Financial Services Manager

    7 days ago

    Wichita Falls, Texas, United States Claire Myers Consulting Full time

    {"title": "Relationship Manager", "content": "Join Our Team as a Relationship ManagerClaire Myers Consulting is seeking a skilled Relationship Manager to support our dynamic, boutique wealth management firm. As a key member of our team, you will be responsible for delivering exceptional client care and driving business growth.Key Responsibilities:Develop and...

Financial Consultant

4 months ago

Cuyahoga Falls, United States Flagstar Bank Full time

The financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and comfort level with market risk.

  • Build and maintain excellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support.  Indirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that compliance requirements are met.

  • Conducting phone calls to existing and prospective retail bank customers and Book of Business customers with the objective of scheduling appointments.  Lead, establish priorities and prepare presentations for these calls and coach retail bank licensed bankers on conducting a successful prospect call.  Documents calls and results and submits reports to superiors as required.

  • Meets with customers or prospects to discuss their financial needs and outline appropriate financial products that meet the financial goals for customers.

  • Process all paperwork in a timely manner.  Stay current with all customer and partner communications and deadlines.  Maintain and manage a highly compliant investment business.

  • Ensure compliance with applicable federal, state and local laws and regulations. Complete all required compliance training. Maintain knowledge of and adhere to Flagstar's internal compliance policies and procedures. Take responsibility to keep up to date with changing regulations and policies.

Job Requirements:

  • High School Diploma, GED  or Foreign Equivalent required. Bachelor’s degree preferred or comparable work experience. Master's Degree in a related field is strongly desired.

  • Required Life, Health and Accident licenses - *If not held at time of hire, incumbent must obtain the above listed licenses within 120 days of hire.

    Variable Annuity - *If not held at time of hire, incumbent must obtain the above listed licenses within 30 days of passing Series 63 exam.

    Series 7 - *If not held at time of hire, incumbent must obtain the above listed licenses within 1year of hire.

    Series 63 and or Series 66 - *If not held at time of hire, incumbent must obtain the above listed licenses within 90 days of passing Series 7 exam.

    *All time-frames set forth above may be extended or modified in the sole discretion of management, based upon a showing of good cause.

  • Preferred Retail Investment sales preferred/ coaching or leading team preferred.

  • 3+ years in retail sales required, with some banking experience preferred.

  • 1+ years of sales experience in the Investment / Insurance industry preferred.

  • Proven success demonstrating sales results, exceeding sales expectations, adaptability, collaboration, relationship building, reliability and motivation to success.

  • Desire and willingness to call on prospects and existing clients for sales opportunities. Proven sales execution.

  • Proven leadership, business development and problem resolutions skills.

  • Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction.

  • Service oriented and be able to work well with branch employees and bank customers.

  • Excellent listening, verbal and written communication skills and demonstrated success communicating with various levels within an organization.

  • Strong coaching skills.

  • Demonstrated ability to work well in a team environment.

  • Demonstrated ability to follow company policies, guidelines and procedures