Financial Services Consultant
3 days ago
GPW and Associates, Inc. is committed to delivering exceptional client experiences and seeks a highly skilled Financial Services Consultant to join our team. In this role, you'll work closely with clients to prepare financial statements, reconcile accounts, and plan audits. Your attention to detail and ability to meet deadlines will be essential in ensuring compliance with regulatory requirements and maintaining strong client relationships.
We offer a competitive salary range of $65,000 - $90,000 per annum, depending on experience, and a comprehensive benefits package, including medical and dental coverage, 401(k) plan, and tuition reimbursement.
If you're a motivated professional with a minimum of 2 years of finance or accounting experience and possess excellent communication skills, we invite you to apply for this exciting opportunity.
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Financial Services Consultant
2 weeks ago
Phoenix, Arizona, United States Fredrickson Financial Group, powered by InsuraTec Full timeJob SummaryWe are seeking a Financial Services Consultant to join our growing team at Fredrickson Financial Group, powered by InsuraTec. As a consultant, you will work remotely to promote financial services and insurance products to clients.Key QualificationsCommunication Skills: Excellent communication skills, both written and verbal.Problem-Solving: Strong...
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Financial Services Consultant
2 days ago
Phoenix, Arizona, United States First Citizens Bank Full time**Job Title:** Financial Services Consultant**Estimated Salary:** $50,000 - $70,000 per yearAt First Citizens Bank, we are seeking a highly skilled Financial Services Consultant to join our team. As a Financial Services Consultant, you will serve as the primary contact for commercial client requests, providing exceptional support and guidance to help clients...
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Financial Services Consultant
2 weeks ago
Phoenix, Arizona, United States Ascensus Full timeAbout the RoleWe are seeking a highly skilled Financial Services Consultant to join our team at Ascensus. As a key member of our organization, you will be responsible for providing exceptional service and support to our clients in the retirement plan industry.The ideal candidate will have 3-5 years of experience in Retirement Services, with a strong emphasis...
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Phoenix, Arizona, United States Dash Consultant Full timeAre you a highly motivated and results-driven individual seeking a rewarding career in sales? Do you have a passion for helping people and a commitment to excellence?Dash Consultant is seeking a skilled Financial Sales professional to join our team. As a key member of our team, you will be responsible for building relationships with clients, identifying...
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Financial Services Consultant
1 week ago
Phoenix, Arizona, United States Symmetry Financial Group - Chang Agency Inc Full timeBenefitsUncapped Earnings: Earn up to $150,000 annually with 100% commission-based income and daily pay.No Cold Calling: Interact with clients who have expressed genuine interest in our products and services.Remote Work: Enjoy the flexibility of working from home with our 100% remote work policy.All-Paid Expense Carrier Incentives: Receive all-paid expenses...
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Financial Services Consultant
3 days ago
Phoenix, Arizona, United States The WRS Group - Symmetry Financial Full timeRequired Skills and Qualifications\To succeed as an Insurance Sales Representative with The WRS Group - Symmetry Financial, you should have:\\A strong work ethic and motivation.\An ability to listen and implement advice from mentors.\Sales experience is a plus, but not required - we will train you.\A State-approved Life Insurance License or willingness to...
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Financial Services Representative
4 weeks ago
Phoenix, Arizona, United States Stellantis Financial Services US Full timeAbout UsStellantis Financial Services US is a leading provider of financial solutions to the automotive industry, delivering innovative products and services that enhance customer experiences.Job SummaryWe are seeking an experienced Delinquent Loan Collections Specialist to join our team. This role involves collecting and resolving delinquent auto loan...
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Financial Services Representative
4 weeks ago
Phoenix, Arizona, United States OneMain Financial Full timeOverviewAt OneMain Financial, we're dedicated to improving the financial well-being of hardworking Americans. Our team helps millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures, and extending household budgets.
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Financial Services Advisor
4 weeks ago
Phoenix, Arizona, United States Spieldenner Financial Group Full timeWe are currently seeking highly motivated individuals to join our team as Financial Services Advisors. As a member of our team, you will have the opportunity to work with mid-market families and help them protect their financial well-being from unexpected downturns in the economy, critical illness, disability, or death.Our company, Spieldenner Financial...
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Senior Financial Consultant
2 days ago
Phoenix, Arizona, United States Keller Executive Search Full timeJob OverviewWe are seeking a highly skilled and detail-oriented Certified Public Accountant (CPA) to join our team as a Senior Financial Consultant. This role is ideal for a financial expert with a passion for driving business growth and making a significant impact within an innovative, client-focused environment.
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Financial Consultant Expert
1 week ago
Phoenix, Arizona, United States Keller Executive Search Full timeJob DescriptionWe are seeking a highly skilled and experienced Licensed CPA to join our team as a Senior Accounting Professional. This is an ideal opportunity for a detail-oriented financial expert who wants to make a significant impact within a dynamic and innovative environment. As a Senior Accounting Professional, you will support our client's diverse...
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Financial Services Sales Professional
4 weeks ago
Phoenix, Arizona, United States Lumina Financial Solutions Full timeAbout the RoleWe are seeking a skilled Financial Services Sales Professional to join our team at Lumina Financial Solutions.As a sales representative, you will be responsible for selling insurance products to clients and helping them achieve their financial goals.Estimated Salary Range:$75-150K per yearKey ResponsibilitiesSell insurance products to clients,...
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Customer Account Recovery Specialist
4 weeks ago
Phoenix, Arizona, United States Discover Financial Services Full timeDiscover Your Career PathWe are a leading digital banking and payments company committed to delivering exceptional customer experiences. Our team is dedicated to helping customers achieve financial stability and success.Job Description:Role OverviewAs a Customer Account Recovery Specialist, you will play a critical role in resolving delinquent credit card...
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Collections Representative
4 weeks ago
Phoenix, Arizona, United States Stellantis Financial Services US Full timeCompany OverviewStellantis Financial Services (SFS) is a captive finance company for a leading automaker, offering exciting growth opportunities to advance your career. With a commitment to enhancing customer experience, we provide a world-class team and culture that values innovation and excellence.SalaryAs a Collections Representative at Stellantis...
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Financial Services Coordinator
3 days ago
Phoenix, Arizona, United States Cetera Financial Group Full timeAbout the Role:This is an exciting opportunity to join our team as a Client Services Representative. In this role, you will provide exceptional customer service to our clients and support our Financial Advisors with their daily activities. You will be responsible for answering phones, scheduling appointments, and preparing materials for client meetings....
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Financial Consultant
1 week ago
Phoenix, Arizona, United States Glades Talent Full timeAbout Glades TalentWe are a dynamic financial services firm committed to delivering exceptional wealth management solutions. As a Financial Advisor with us, you will be part of a supportive team that fosters growth and development.Compensation: Our Financial Advisors enjoy uncapped earning potential, directly correlated to their effort and dedication to...
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Financial Services Professional Role
2 days ago
Phoenix, Arizona, United States Tubre Family Financial Full timeEmpowering families to secure their financial future—and helping you thrive while doing it—is at the heart of what we do at Tubre Family Financial.We're looking for passionate individuals to join our team as life insurance sales agents. Whether you're starting your career or seeking a fresh opportunity, we provide the support, mentorship, and tools you...
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Financial Services Professional
1 week ago
Phoenix, Arizona, United States Simplicity Group Holdings Full timeJob SummaryThe Financial Services Professional will be responsible for providing marketing, financial planning solutions, fixed annuity knowledge, and exceptional customer service to independent agents/agencies. This role involves expanding and retaining an active agent base by establishing a good rapport with clients using professional phone skills.About...
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Support Specialist
6 days ago
Phoenix, Arizona, United States Priority Financial Group Full timeAbout the RoleThis dynamic support position offers an exciting opportunity to work with our talented team of Financial Advisors, providing expert administrative support and exceptional client service.Responsibilities Include:Advisor Support:Serve as a trusted advisor support specialist, responding to inquiries, resolving issues, and addressing requests from...
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Financial Services Professional
2 weeks ago
Phoenix, Arizona, United States Ascensus Full timeJob DescriptionThis Financial Services Professional position involves providing proactive service and communication to retirement plan clients. The successful candidate will be responsible for client support, documentation, and record keeping, as well as preparing plan statements and communicating plan information to clients.Key responsibilities...