Certified Financial Consultant
2 weeks ago
Crown Financial Group is seeking a qualified and knowledgeable Financial Consultant to enhance our team. In this role, you will deliver extensive financial guidance to clients, assisting them in achieving their financial aspirations.
Key Responsibilities:- Perform thorough assessments of clients' existing financial situations
- Develop tailored financial strategies aligned with clients' goals and risk profiles
- Provide insights on investment methodologies and asset management
- Support clients with retirement planning, estate management, and tax efficiency
- Educate clients on various financial principles and products
- Continuously review and evaluate clients' investment portfolios
- Keep abreast of market developments and updates in tax legislation
- Work in conjunction with other professionals to deliver comprehensive financial solutions
- Demonstrated experience in a comparable position
- In-depth understanding of investment strategies
- Proven success in financial sales and client development
- Knowledge of retirement planning, tax efficiency, and asset management
- Background in banking or financial services is advantageous
- Exceptional communication and analytical abilities
If you are dedicated to guiding individuals in reaching their financial objectives and possess expertise in investment strategies, financial planning, and asset management, we invite you to consider joining our team as a Financial Consultant.
About Crown Financial Group: We are a distinguished organization committed to supporting our associates and clients.
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Lead Financial Systems Consultant
2 weeks ago
Memphis, Tennessee, United States Thecentermemphis Full timeWe are looking for a proactive Lead Financial Systems Consultant to become a vital part of our organization. In this position, you will streamline business operations to boost efficiency and enhance decision-making, while ensuring adherence to corporate policies and regulatory standards. Your role will involve proposing and executing technology-driven...
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Healthcare Financial Consultant
2 weeks ago
Memphis, Tennessee, United States Baptist Memorial Healthcare Corporation Full timePosition Overview The Financial Counseling Specialist plays a crucial role in ensuring that patients receiving chemotherapy and other essential medical services are aware of their financial obligations and that these services are justified according to insurance policies and medical guidelines. This position is responsible for initiating and managing...
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Investment Consultant
2 weeks ago
Memphis, Tennessee, United States First Command Financial Services Full timePosition Overview:As a Wealth Management Advisor, you will play a crucial role in guiding clients through their financial journeys. Your expertise will help individuals and families achieve their financial goals through tailored strategies and personalized service.About Us:At First Command Financial Services, we pride ourselves on our commitment to our...
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Financial Analyst/Accountant
12 hours ago
Memphis, Tennessee, United States Trisian-Global Consulting LLC Full timeJob DescriptionJob Title: Financial Analyst/AccountantCompany: Trisian-Global Consulting LLCJob Type: Full-timeLocation: Memphis, TNAbout Us:Trisian-Global Consulting LLC is a leading consulting firm that provides expert financial services to businesses. We are seeking a highly motivated and detail-oriented Financial Analyst/Accountant to join our team.Key...
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Insurance Sales Consultant
5 days ago
Memphis, Tennessee, United States The Tran Agency - Reginald Freeman Full timeJob OpportunityWe are seeking a highly motivated and ambitious individual to join our team as an Insurance Sales Consultant. As a key member of our organization, you will play a crucial role in helping homeowners protect their financial future.About the RoleAs an Insurance Sales Consultant, you will be responsible for selling simplified instant issue life...
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Financial Analyst/Accountant
3 days ago
Memphis, Tennessee, United States Trisian-Global Consulting LLC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Financial Analyst/Accountant to join our team at Trisian-Global Consulting LLC. As a key member of our financial team, you will be responsible for analyzing financial data, preparing financial reports, and providing support for various accounting tasks.Key Responsibilities:Analyze financial...
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Asset/Liability Consultant
7 days ago
Memphis, Tennessee, United States First Horizon Bank Full timeAbout the RoleThis position will be responsible for analyzing the Asset/Liability position and assisting in the management of a depository institution's interest rate risk profile.Daily tasks include gathering client-specific information, loading data into our internal A/L modeling software, and verifying the accuracy of the results.The consultant will be...
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Financial Planning and Analysis Specialist
9 hours ago
Memphis, Tennessee, United States Trisian-Global Consulting LLC Full timeAbout the JobTrisian-Global Consulting LLC is seeking a highly motivated and detail-oriented Financial Analyst/Accountant to work on-site in a dynamic environment. In this role, you will be responsible for analyzing financial data, preparing financial reports, and providing support for various accounting tasks.Key Responsibilities:Analyze financial data and...
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Senior Financial Professional
4 days ago
Memphis, Tennessee, United States Jobot Full timeAbout the Role:This is a full-time on-site position for a Certified Public Accountant (CPA) to join our team at Jobot. As a Senior Accountant, you will be responsible for preparing and reviewing financial statements, tax preparation, and other accounting and finance tasks.Key Responsibilities:Prepare and review financial statements, including audit, review,...
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JD Edwards Financial Systems Specialist
2 weeks ago
Memphis, Tennessee, United States Stellar Professionals Full timeJob OverviewPosition: JD Edwards Financial ConsultantWork Arrangement: OnsiteRole Summary:We are seeking a qualified individual for a Long-term Contract position as a JD Edwards Financial Consultant. The successful candidate will engage with the finance module of JD Edwards E1, working closely with subject matter experts.This role involves supporting and...
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Senior Financial Analyst
3 days ago
Memphis, Tennessee, United States Trisian-Global Consulting LLC Full time**Job Summary:** Trisian-Global Consulting LLC is seeking a highly skilled Financial Reporting Specialist to join our team. This position is responsible for providing accurate and timely financial information to the management team, as well as supporting the accounting department. **Key Responsibilities:** Prepare, review, and analyze financial statements...
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Senior Financial Asset/Liability Consultant
6 hours ago
Memphis, Tennessee, United States First Horizon Bank Full timeAbout the RoleThis position will be responsible for analyzing the Asset/Liability position and assisting in the management of a depository institution's interest rate risk profile.Daily tasks include gathering client-specific information, loading data into our internal A/L modeling software, and verifying the accuracy of the results.The consultant will be...
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Distribution Center Financial Controller
9 hours ago
Memphis, Tennessee, United States Dayco Incorporated Full timeAbout the Role:The Distribution Center Financial Controller will be a key business partner to site operational and functional leaders at Dayco Incorporated. This role will be responsible for all site financial operations, including the monthly closing process, reporting, analysis, business cases, forecasting, budgeting, and internal...
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Personal Finance Specialist
2 weeks ago
Memphis, Tennessee, United States First Command Financial Services Full timePosition Overview:As a Wealth Management Consultant, you will play a pivotal role in guiding clients through their financial journeys. Your expertise will help individuals and families achieve their financial goals through tailored advice and strategic planning.About Us:At First Command Financial Services, we pride ourselves on our commitment to serving...
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Financial Operations Manager
1 week ago
Memphis, Tennessee, United States Adams Keegan Full timeJob DescriptionJob Title: Accounting and Finance Manager, Premium Spirits IndustryLocation: Memphis, TNCompany: Adams KeeganAbout Us: Adams Keegan is a dynamic and rapidly growing company in the premium spirits industry specializing in building and bringing to market a portfolio of spirits in the United States and beyond. At Adams Keegan, we are committed to...
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Agile Transformation Lead
1 week ago
Memphis, Tennessee, United States Stifel Financial Full timeOverview The Agile Transformation Lead is responsible for mentoring and guiding teams within the organization to enhance the implementation and continuous improvement of agile methodologies and tools. This role aims to foster a culture of innovation and excellence within Product Development teams, promoting a Lean-Agile mindset throughout the organization....
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Agile Transformation Lead
2 weeks ago
Memphis, Tennessee, United States Stifel Financial Full timeOverview The Agile Transformation Lead plays a pivotal role in guiding and mentoring teams within the organization to adopt and enhance agile methodologies. This position focuses on fostering a Lean-Agile mindset across various departments, ensuring that teams are equipped with the necessary tools and processes to achieve optimal performance. The Agile...
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Life Insurance Consultant
1 week ago
Memphis, Tennessee, United States The Archer Group Full timeJob OverviewOur dynamic insurance firm is seeking dedicated full-time and part-time life insurance consultants. In this role, you will cultivate a list of potential clients, promote our insurance offerings, present our services to prospective customers, and assist policyholders throughout the claims process. We offer a robust support system and resources...
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Senior Financial Consultant
1 week ago
Memphis, Tennessee, United States University Clinical Health Full timePosition OverviewDepartment: Accounting/ADIFEmployment Type: Full-Time ExemptReporting To: ControllerAbout Us:University Clinical Health (UCH) stands as the sole independent and physician-led faculty practice plan affiliated with the University of Tennessee Health Science Center. We are dedicated to delivering exceptional clinical services through a network...
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Senior Tax Consultant
2 weeks ago
Memphis, Tennessee, United States RightWorks Staffing Full timeTax Manager - Remote/Hybrid The Tax Manager will oversee and direct various functions within the tax practice area, ensuring the delivery of high-quality tax services to clients. Acting as a strategic advisor, the Tax Manager will focus on enhancing client engagement and achieving superior outcomes. This role involves executing tax services in accordance...