Senior Financial Associate
3 days ago
We are seeking a highly skilled Senior Financial Associate to join our Forbes Best-in-State Wealth Advisory practice. As a Senior Financial Associate, you will have the opportunity to work with clients, conducting reviews, financial planning, and making recommendations in an advisory role. You will be actively involved in growing and cultivating the business, working collaboratively with a top team at RBC.
Key Responsibilities- Gather new client accounts and build assets under management for the Financial Advisor Team.
- Conduct in-depth analyses of client portfolios, researching recommendations, selecting suitable investments, and executing approved transactions.
- Collect and analyze client financial information to educate new and existing clients, introducing additional products and services as needed.
- Monitor and evaluate clients' investment needs and progress, reviewing transactions, monthly statements, market research, and client contact.
- Promote business growth programs and services, developing detailed marketing plans for client acquisition and identifying opportunities to improve sales effectiveness for the Financial Advisor Team.
- 5+ years of industry experience.
- Series 7, Series 66 (or 63/65) and State licenses consistent with those of the Financial Advisors this person supports.
- Excellent understanding of the stock market, investments, and retirement plans.
- Working knowledge of fixed income products, equities, mutual funds, insurance, and annuities.
- In-depth knowledge of regulatory policies and procedures and ability to analyze client portfolios.
- Advanced computer skills (including Microsoft Office).
- A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
- Leaders who support your development through coaching and managing opportunities.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Flexible work/life balance options.
- Opportunities to do challenging work.
- Opportunities to take on progressively greater accountabilities.
- Access to a variety of job opportunities across the business.
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Senior Financial Associate
2 weeks ago
Phoenix, Arizona, United States Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Financial Associate to join our team at Royal Bank of Canada. As a Senior Financial Associate, you will play a key role in providing financial planning and investment advice to our clients, while also contributing to the growth and development of our business.Key ResponsibilitiesClient...
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Senior Financial Associate
3 weeks ago
Phoenix, Arizona, United States RBC Capital Markets, LLC Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Associate to join our team at RBC Capital Markets, LLC. As a Senior Financial Associate, you will play a key role in providing exceptional investment management services to our clients.Key ResponsibilitiesConduct in-depth analyses of client portfolios to identify investment opportunities and...
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Audit Senior Associate
2 weeks ago
Phoenix, Arizona, United States Forvis Mazars, LLP Full timeAbout the RoleWe are seeking a highly skilled Senior Audit Associate to join our team at Forvis Mazars, LLP. As a Senior Audit Associate, you will play a key role in providing assurance services that go beyond compliance, bringing credibility to our clients' financial picture, and communicating information objectively and clearly.Key ResponsibilitiesPerform...
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Client Service Associate
5 days ago
Phoenix, Arizona, United States BOK Financial Full timeJob Title: Senior Client Service AssociateBOK Financial Corporation is seeking a highly skilled Senior Client Service Associate to join our Private Wealth team. As a key member of our team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key Responsibilities:Develop and maintain deep relationships...
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Senior Financial Analyst
2 weeks ago
Phoenix, Arizona, United States Jobot Full time{"Job Title": "Senior Financial Analyst", "Company": "Jobot", "Location": "Phoenix, AZ", "Job Type": "Full-time", "Industry": "Manufacturing", "Job Description": "Job SummaryWe are seeking an experienced Senior Financial Analyst to join our team at Jobot. As a Senior Financial Analyst, you will be responsible for analyzing financial data, developing...
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Senior Financial Analyst
5 days ago
Phoenix, Arizona, United States Jobot Full timeSenior Financial AnalystAre you a seasoned financial professional looking for a new challenge? We have an exciting opportunity for a Senior Financial Analyst to join our team at Jobot, a leading manufacturer in the industry.About UsBased in Phoenix, AZ, we have a strong presence in the region with multiple offices. Our core values are centered around our...
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Senior Financial Analyst
3 weeks ago
Phoenix, Arizona, United States Mountain Park Health Care Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Mountain Park Health Center. The successful candidate will be responsible for providing financial analysis and reporting to support business decisions.Key ResponsibilitiesFinancial Reporting: Prepare and present financial reports to senior management, including monthly...
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Senior Financial Analyst
6 days ago
Phoenix, Arizona, United States Jobot Full timeSenior Accountant Job DescriptionWe are seeking a highly skilled and experienced Senior Accountant to join our dynamic finance team. As a Senior Accountant, you will be responsible for managing all financial procedures within our manufacturing department.Key Responsibilities:Oversee the preparation and maintenance of all financial records.Manage the Accounts...
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Senior Financial Analyst
4 days ago
Phoenix, Arizona, United States Zocalo Recruiting Full timeJob Title: Senior Financial AnalystAt Zocalo Recruiting, we are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will play a crucial role in driving strategic decision-making across the organization.Key Responsibilities:Financial Planning and Analysis: Lead the Financial Planning and Analysis...
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Senior Financial Analyst
1 week ago
Phoenix, Arizona, United States Jobot Full time{"Job Title": "Senior Accountant", "Company Overview": "Jobot is a dynamic and growing company based in Phoenix, AZ, with facilities across the region. We are a TOP Ranked Aerospace Components Manufacturer, committed to putting our people and clients first. Our core values are centered around our employees and clients, and we believe that providing the best...
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Senior Financial Accountant
4 weeks ago
Phoenix, Arizona, United States Vaco Full timeSenior Financial Accountant - Hybrid OpportunityAs a Senior Financial Accountant, you will play a crucial role in the financial operations of our organization. Your responsibilities will include:Compiling and preparing comprehensive internal and external financial reports by collecting and evaluating data.Managing and reconciling an automated consolidation...
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Senior Financial Analyst
3 weeks ago
Phoenix, Arizona, United States Ledgent Finance & Accounting Full timeJob OverviewLedgent Finance & Accounting is seeking a highly skilled Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will play a critical role in supporting the company's financial objectives and operations.Key ResponsibilitiesDevelop and maintain financial models and forecasts to support business decisions.Prepare and analyze...
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Senior Financial Accountant
9 hours ago
Phoenix, Arizona, United States Ricoh Americas Corporation Full timeJob Title: Senior Financial AccountantJoin Ricoh Americas Corporation as a Senior Financial Accountant and take on a challenging role that requires strong analytical and problem-solving skills. As a key member of our finance team, you will be responsible for developing and implementing financial systems, ensuring the accuracy and integrity of financial...
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Senior Financial Analyst
2 weeks ago
Phoenix, Arizona, United States Team Select Home Care Full time{"title": "Senior Accountant Position", "content": "At Team Select Home Care, we are seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for applying accounting principles and procedures to analyze financial information, prepare accurate and timely financial reports/statements, and ensure appropriate...
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Senior Audit Associate
2 weeks ago
Phoenix, Arizona, United States Southwest Accounting Resources, Inc Full timeSenior Audit Associate OpportunityWe are seeking a highly skilled Senior Audit Associate to join our team at Southwest Accounting Resources, Inc. This role will involve managing clients and staff, working within various niches, and providing exceptional audit services.Key Responsibilities:Perform field work of audits, reviews, and compilationsPrepare...
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Senior Financial Analyst
3 weeks ago
Phoenix, Arizona, United States The Resource Link, Inc Full timeJob OverviewThe Resource Link, Inc is seeking a highly skilled Senior Accountant to join their team. As a Senior Accountant, you will be responsible for providing financial analysis and reporting to support business decisions.Key ResponsibilitiesFinancial Statement Preparation: Prepare accurate and timely financial statements, including balance sheets,...
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Senior Financial Manager
2 weeks ago
Phoenix, Arizona, United States Jobot Full timeAbout the RoleWe are seeking an experienced Senior Accountant to join our dynamic finance team at Jobot. As a Senior Accountant, you will be responsible for managing all financial procedures within our manufacturing department.Key ResponsibilitiesOversee the preparation and maintenance of all financial records, ensuring accuracy and compliance with...
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Senior Financial Analyst
1 day ago
Phoenix, Arizona, United States Leeds Professional Resources Full timeSenior Accountant Job DescriptionLeeds Professional Resources is seeking a highly skilled Senior Accountant to join our finance team. As a Senior Accountant, you will play a key role in ensuring the accuracy of financial reporting, managing general ledger activities, and supporting the month-end close process.Key Responsibilities:Financial Reporting: Oversee...
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Senior Financial Analyst
5 days ago
Phoenix, Arizona, United States OpenWorks Full time{"h1": "Senior Accountant Job Description", "p": "At OpenWorks, we are seeking a highly skilled Senior Accountant to join our dynamic team. As a Senior Accountant, you will play a vital role in maintaining day-to-day financial operations, preparing financial reports, and supporting various accounting functions. Responsibilities: * Accurately record,...
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Senior Financial Analyst
2 weeks ago
Phoenix, Arizona, United States Virtual Full timeSenior Staff Accountant Job DescriptionVaco Phoenix is seeking an experienced Senior Staff Accountant to join our team in Phoenix, AZ. This role requires a strong background in financial procedures, including month-end and year-end closings, accounts payable, general ledger entries, and bank reconciliations.Key Responsibilities:Lead Month-End Close...