We have other current jobs related to this field that you can find below
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PT/FT Financial Professional
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Houston, United States EA Financial Full timeJob DescriptionJob DescriptionABOUT THE JOBOur purpose is to empower people to achieve financial well-being. We achieve this by educating and assisting individuals, institutions, and business owners to take control of their finances and secure their future. In tandem, we are dedicated to mentoring and coaching future leaders in the industry to further our...
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Senior Financial Professional
1 day ago
Houston, Texas, United States Creative Financial Staffing Full time**Job Summary**We are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a critical role in driving the financial health of our company. You will be responsible for overseeing accounting operations, with a strong focus on cost accounting, inventory management, and financial...
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Financial Services Professional: Entry-Level
3 months ago
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Senior Financial Professional
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Financial Services Professional
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Houston, United States Meron Financial Agency Full timeJob DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...
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Financial Services Professional
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Real Estate Financial Analyst
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Senior Financial Accountant
6 days ago
Houston, Texas, United States Professional Alternatives Full timeTo Apply for this Job Click HereJob ID#: 21762Senior Corporate/Trading Accountant - CommoditiesCompany Overview:Job Responsibilities:Generate comprehensive financial reports for both internal stakeholders and external entities.Gather and evaluate financial information to ensure adherence to reporting standards.Execute fundamental accounting tasks including...
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Personal Financial Consultant
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Houston, United States Corebridge Financial Full timeWho we are Corebridge Financial makes it possible for more people to take action in their financial lives. With more than $345 billion in assets under management and administration as of September 30, 2022, Corebridge is one of the largest providers of retirement solutions and insurance products in the United States. We deliver an expansive portfolio of...
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Financial Services Professional
2 days ago
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Accounting Professional
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Financial Advisor
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Financial Services Professional
15 hours ago
Houston, Texas, United States New York Life - Houston General Office Full timeJob OverviewNew York Life - Houston General Office is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a vital role in assisting clients in reaching their financial aspirations.Key ResponsibilitiesClient Relationship ManagementBuild and maintain strong relationships with individuals, families, and businesses to...
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Financial Analyst
5 days ago
Houston, United States Creative Financial Staffing Full timeJob Summary: The Senior Financial Analyst will play a pivotal role in driving the financial planning and analysis activities. This position involves preparing financial reports, conducting in-depth analyses, supporting budgeting and forecasting processes, and providing strategic insights to aid in decision-making. The ideal candidate will have a strong...
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Financial Clearance Associate
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Financial Accountant
6 days ago
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Financial Analyst
1 month ago
Houston, United States Professional Alternatives Full timeTo Apply for this Job Click Here Job ID#: 22335 Key Responsibilities: Perform monthly activities for Fixed Assets in SAP (AA module). Perform variance analyses for inventory balances. Prepare monthly variance analysis and reporting for financial results (fixed expenses, efficiency deviations, etc). Analyze profitability and cost reports. Ensure...
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Financial Asset Manager
6 days ago
Houston, Texas, United States BOK Financial Full timePosition Overview:The Investment Manager is responsible for overseeing investment portfolios in accordance with established corporate policies, employing a pre-approved list of strategies sanctioned by the BOKF Investment Committee. This role involves collaboration with Wealth Advisors and/or Trust Officers to formulate investment strategies tailored to...
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Financial Advisor
6 days ago
Houston, United States Strategic Financial Group LLC Full timeFinancial Services Professional: Entry-Level Strategic Financial Group is a comprehensive financial planning firm focused on delivering exceptional financial planning services to individuals, families, and business owners. As a General Agency of MassMutual, a Fortune 100 company, we are backed by a mutually owned company that has helped people, gain their...
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Financial Professional
2 months ago
We're seeking an Outside Sales Representative to identify new target buyers and upsell to current customers to achieve sales goals. The ideal candidate is a service-oriented outside sales expert who can prospect, present, and close deals efficiently. If you are looking to combine your communication and prospecting skills with your outside sales experience to leverage a more lucrative career in the industry, we want you on our team
Responsibilities
•Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
•Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
•Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
•Customize financial plans for each client based on potential life changes and changing financial needs
•Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
•Leverage social prospecting and multiple communication channels to find, meet with, and follow-up with potential customers and deal opportunities
•Move your sales leads and deals through the sales pipeline efficiently while consistently adding new target buyers into the funnel
•Create a competitive analysis, identify industry and product trends, and position our brand as the clear and obvious choice
•Exceed monthly and quarterly revenue expectations and meet sales and lead generating activities goals to ensure future business
•Present a win-win solution for the prospect, negotiate sales contract specifics, and close deals
Qualifications
•Superior relationship skills, communication skills, and customer service skills are necessary
•Entrepreneurial mindset
•Relevant knowledge of the financial industry, financial products, and best practices is preferred
•Experience in sales & finance is helpful but not required
•Prefer a minimum of 2+ years in outside sales experience
•Ability to meet and exceed monthly quota in sales
•High school diploma required and some industry or product knowledge preferred
•Team-focused, organized, self-starter with an orientation towards service, detail, problem-solving, and deadlines
•Exceptional negotiating, interpersonal, presentation, persuasion, and communication skills