Client Development Financial Services VP
4 weeks ago
Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: Help our clients reach their financial goals without having to manage service. You will be supported by a Client Development Manager who will make sure you have the training and resources to experience success. You will be supported with dedicated sales and service, marketing, operations and more. This onsite position is located in Plano, TX or Tampa, FL. The Day-to-Day: Evaluate opportunities to consolidate a client's outside assets with Fisher Investments Review personal financial situations and provide solutions Cultivate referrals by providing exceptional service Conduct meetings with prospects and clients virtually and in-person Convey and present our firm's investment management strategies Your Qualifications: 5+ years' experience in client-facing or production-based roles in Financial Services FINRA Series 65 preferred (required within 60 days of hire) Understanding of capital markets and investment products Multi-year track record of success driving results Experience in high-volume phone activity and in-person meetings Compensation: This role offers uncapped performance-based compensation with the possibility of a 7-figure income where average earnings normally reach the mid to high 6 figures within 2 years Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care $10,000 fertility, hormonal health and family-forming benefit FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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Client Service Representative
4 hours ago
Parker, Colorado, United States Banfield Pet Hospital Full timeJob SummaryThe Client Service Coordinator is a vital member of our team at Banfield Pet Hospital, responsible for delivering exceptional client experiences and ensuring the smooth flow of clients and pets through our hospital. This role requires a unique blend of customer service skills, attention to detail, and the ability to work effectively in a...
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Financial Planning Counselor
4 weeks ago
Parker, United States Fisher Investments Full timeAre you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe! The Opportunity: As a Financial Planning Counselor, you will work alongside our...
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Client Services Supervisor
1 week ago
Parker, Colorado, United States Ent Credit Union Full timeMember Engagement Coordinator (Assistant Manager)Job Category: Service CentersJob OverviewEnt Credit Union stands as Colorado's premier credit union, boasting a legacy that spans over six decades. Our foundation is built on principles of trust, integrity, innovation, and outstanding customer service. We take pride in recognizing that our employees and...
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Client Banking Specialist
2 weeks ago
Parker, Arizona, United States CFA Institute Full timeWork Location:RemoteHours:20Pay Details:$27.00 USDAt CFA Institute, we are dedicated to providing fair and equitable compensation opportunities to all team members. The salary range for this position considers various factors that influence compensation decisions. The actual base pay offered may differ based on the candidate's skills, experience, job-related...
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Financial Planning Advisor
2 weeks ago
Parker, Pennsylvania, United States Fisher Investments Full timeAbout the Role:Are you dedicated to assisting individuals in achieving their optimal financial future? Do you thrive on addressing intricate challenges and imparting your expertise to others? Fisher Investments is seeking a Financial Planning Counselor to enhance our mission of improving the investment landscape.Your Responsibilities:Collaborate with...
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Client Service Coordinator
3 months ago
Parker, United States Banfield Full timeS UMMARY OF J OB P URPOSE AND F UNCTION The Client Service Coordinator ("CSC") drives the f low of clients and p ets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and p ets), ensures good communication with associates and clients, and coord inates the care of clients and p ets in a hap py,...
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Financial Planning Advisor
2 weeks ago
Parker, Pennsylvania, United States Fisher Investments Full timeAbout the Role:Are you dedicated to guiding individuals toward achieving their financial aspirations? Do you possess a knack for addressing intricate financial challenges while imparting valuable insights? Fisher Investments is seeking a Financial Planning Counselor to enhance our mission of improving the investment landscape.Your Responsibilities:As a...
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Financial Advisor
4 weeks ago
Parker, United States Fisher Investments Full timeDo you have strong knowledge and familiarity with Variable, Fixed, and Fixed Index Annuities? Do you like the idea of helping investors? Complicated annuity contracts are sold to investors. We have found that many annuity contract owners do not fully understand how their detailed benefits work nor what the long-term ramifications will be. Fisher Investments,...
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Financial Planning Analyst
2 weeks ago
Parker, Colorado, United States Apex Waste Solutions Full timeJob OverviewPosition Title: Financial Planning AnalystReports to: Chief Financial OfficerFLSA Status: ExemptThis description is intended to outline the primary functions and responsibilities of this role. Employees may be required to perform additional tasks as necessary.Position SummaryThe Financial Planning Analyst will support a substantial operational...
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Financial Professional Trainee
1 month ago
Parker, United States Mutual of Omaha Full timeFinancial Representative Trainee - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 502864 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...
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Financial Professional Trainee
1 month ago
Parker, United States Mutual of Omaha Full timeFinancial Representative Trainee - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 502864 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...
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Financial Professional Trainee
1 month ago
Parker, United States Mutual of Omaha Full timeFinancial Representative Trainee - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 502864 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...
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Financial Professional Trainee
1 month ago
Parker, United States Mutual of Omaha Full timeFinancial Representative Trainee - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 502864 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...
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Financial Representative Trainee
1 month ago
Parker, United States Mutual of Omaha Full timeFinancial Representative Trainee - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 502864 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...
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Financial Business Analyst
4 weeks ago
Parker, United States Chuck Latham Associates Full timeH&C Animal Health is hiring a Financial Business Analyst, that will sit in our Home Office located in Parker, CO. The Financial Business Analyst supports the H&C organization by analyzing data to create actionable insights. This role is responsible for analyzing large amounts of data, accurately projecting sales trends, identifying category and product...
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Financial Business Analyst
3 months ago
Parker, United States Chuck Latham Associates Full timeH&C Animal Health is hiring a Financial Business Analyst, that will sit in our Home Office located in Parker, CO. The Financial Business Analyst supports the H&C organization by analyzing data to create actionable insights. This role is responsible for analyzing large amounts of data, accurately projecting sales trends, identifying category and product...
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Financial Business Analyst
3 weeks ago
Parker, United States Chuck Latham Associates Full timeH&C Animal Health is hiring a Financial Business Analyst, that will sit in our Home Office located in Parker, CO. The Financial Business Analyst supports the H&C organization by analyzing data to create actionable insights. This role is responsible for analyzing large amounts of data, accurately projecting sales trends, identifying category and product...
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Financial Analyst
3 days ago
Parker Strip, United States BlueSky Innovations Full timeAbout BlueSky InnovationsWe are a leading company in tax and business consulting services to healthcare clients, with a strong community of employees and a unique work environment.Our TeamWe have approximately 30 branches across the country, with a team of experts who provide exceptional work and friendly interaction.Job ResponsibilitiesAs a Financial...
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Financial Rep – Upcoming Grad
1 month ago
Parker, United States Mutual of Omaha Full timeFinancial Representative Trainee - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 502864 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...
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Chief Financial Officer
2 months ago
Parker, United States BLUEWATER CASINO & RESORT Full timeJob DetailsLevel Senior Job Location BlueWater Resort and Casino - Parker, AZ Remote Type N/A Position Type Full Time Education Level 4 Year Degree Salary Range Undisclosed Travel Percentage Undisclosed Job Shift Day Job Category Finance DescriptionSUMMARY: Under direction of the General Manager, exercises management responsibility for all activities of the...