Senior Financial Planning Consultant
6 days ago
Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team.
We offer a compensation package with unlimited earning potential, based on performance. Our experienced advisors have achieved significant success in their careers, demonstrating the rewards of this role. Your annual salary will be approximately $70,000 - $100,000, depending on your experience and performance.
Key Responsibilities- Work closely with clients to identify and achieve their financial goals through personalized investment strategies.
- Offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives.
- Cultivate lasting client relationships built on genuine interest, empathy, and solutions.
We value entrepreneurial spirit, client-centricity, relationship-driven approaches, and lifelong learning. If you possess these traits and are driven by a desire to empower individuals to navigate their financial journey with confidence, we invite you to apply for this opportunity.
Qualifications- Bachelor's degree
- Excellent interpersonal skills
- Securities Licenses (Preferred)
- Life, Health & Accident Insurance Licenses (Preferred)
-
Senior Financial Consultant
2 days ago
Raleigh, North Carolina, United States North Carolina Community Health Center Association Full timeJob DescriptionThe Senior Financial Consultant will be a key member of the finance team at the North Carolina Community Health Center Association, providing consultative and operational support to federally qualified health center (FQHC) finance teams.About the RoleThis is an exciting opportunity for a seasoned financial professional to serve as a primary...
-
Senior Financial Planning Manager
5 days ago
Raleigh, North Carolina, United States MRINetwork Jobs Full timeJob OverviewWe are seeking a highly skilled Senior Financial Planning Manager to join our team at MRINetwork Jobs. This is a fantastic opportunity for a seasoned finance professional to take on a leadership role and drive business growth.Key ResponsibilitiesDevelop and implement comprehensive financial planning and budgeting processesProvide strategic...
-
Senior Financial Planning Specialist
2 weeks ago
Raleigh, North Carolina, United States McGriff Insurance Services Full time**Job Summary:**We are seeking a skilled Senior Financial Planning Specialist to join our team at McGriff Insurance Services. As a key member of our finance department, you will be responsible for providing financial analysis and guidance to support business growth and strategy.Salary: $85,000 - $110,000 per year based on experience and qualifications.About...
-
Raleigh, North Carolina, United States First Citizens Bank Full timeAt First Citizens Bank, we are seeking a highly skilled Senior Financial Analyst to join our team. This is an exciting opportunity for a seasoned finance professional to leverage their expertise in financial planning and analysis to drive business growth and improve operational efficiency.Job SummaryAs a Senior Financial Analyst, you will be responsible for...
-
Raleigh, North Carolina, United States The Dignify Solutions LLC Full timeAbout the RoleWe are seeking a seasoned Hyperion Planning and Essbase consultant expert to join our team at The Dignify Solutions LLC. This is an exciting opportunity for a skilled professional to leverage their expertise in planning and budgeting solutions, leveraging EPM tools like Hyperion Planning and Essbase.As a Senior Hyperion Planning and Essbase...
-
Financial Planning Strategist
1 week ago
Raleigh, North Carolina, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly skilled Financial Planning Strategist to join our team at First Citizens Bank. This is an exciting opportunity for a motivated individual to contribute to the development of the Bank's Resolution Plan.About UsFirst Citizens Bank is a leading financial institution committed to providing exceptional banking services to our...
-
Lead Financial Planning and Analysis Manager
1 week ago
Raleigh, North Carolina, United States Beacon Hill Staffing Group, LLC Full timeJob OverviewWe are seeking a highly skilled Lead Financial Planning and Analysis Manager to join our team at Beacon Hill Staffing Group, LLC. This is a dynamic opportunity for an experienced professional who can drive financial excellence and contribute to the company's success.Key Responsibilities:Financial Planning and Analysis: Develop and maintain...
-
Financial Operations Manager
7 days ago
Raleigh, North Carolina, United States Navion Senior Solutions Full timeJob OverviewChatham Ridge, a community partnered with Navion Senior Solutions, is seeking a Financial Operations Manager to support its growing team. This role will oversee financial administration, accounts payable/receivable, human resources, payroll, and other business processes.This Full-Time opportunity offers excellent customer service and the chance...
-
Senior Tax Consultant
3 days ago
Raleigh, North Carolina, United States TaxRise Inc Full timeJob DescriptionTaxRise Inc seeks a skilled Senior Tax Consultant to join our team. As a key member of our tax resolution department, you will play a critical role in analyzing financial records, identifying potential tax issues, and ensuring compliance with federal and state tax regulations.About YouTo succeed in this role, you should have a strong...
-
Retirement Plan Specialist
1 month ago
Raleigh, North Carolina, United States Guidant Financial Full timeRetirement Plan Specialist OpportunityWe are seeking a highly motivated and detail-oriented Retirement Plan Specialist to join our team at Guidant Financial. As a key member of our team, you will play a critical role in administering, testing, and reporting on 401(k) plans.Key Responsibilities:Review documents submitted by clients for completeness and...
-
Senior Financial Analyst
1 week ago
Raleigh, North Carolina, United States Jobot Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Jobot. The successful candidate will have expertise in public accounting and a strong background in financial analysis.About the RoleThis is a hybrid position that offers the opportunity to work with a leading company in fund management. As a Senior Financial Analyst, you...
-
Financial Planning Specialist
5 days ago
Raleigh, North Carolina, United States Coastal Credit Union Full timeAt Coastal Credit Union, we are seeking an experienced Financial Planning Specialist to join our team.About the Role:We are looking for a talented individual with a passion for financial planning and a strong ability to build rapport with clients. As a Financial Planning Specialist, you will have the opportunity to work closely with members to understand...
-
Strategic Financial Planning Professional
5 days ago
Raleigh, North Carolina, United States Clinical Management Consultants Full timeA visionary Hospital Senior Strategic Financial Planning Analyst is sought by a top-ranked health system to spearhead initiatives driving business growth and efficiency.This full-time, permanent role involves working Monday through Friday primarily onsite with some work-from-home flexibility. The Corporate Director of Financial Planning will oversee the...
-
Raleigh, North Carolina, United States Calyx Living Full timeAbout Calyx LivingCalyx Living is a leading provider of senior living communities in the Triangle area, with a focus on delivering exceptional resident experiences. As a sales-driven organization, we are seeking a highly motivated Senior Sales Consultant to join our team.Job SummaryThe Senior Sales Consultant will be responsible for driving census growth in...
-
Urban Planning Consultant
2 days ago
Raleigh, North Carolina, United States Toole Design Full timeAbout the RoleAs an Urban Planning Consultant with Toole Design, you will have the opportunity to work on a variety of projects that focus on creating sustainable and inclusive communities. This full-time position is based in our Raleigh office, which is conveniently located in downtown Raleigh, just a few blocks from Moore Square and GoRaleigh Station.Job...
-
Senior Financial Reporting Specialist
5 days ago
Raleigh, North Carolina, United States Enviva, LP Full timeJob Title: Senior Financial Reporting SpecialistAt Enviva, LP, we are seeking a highly skilled Senior Financial Reporting Specialist to join our team. As a key member of our accounting department, you will play a critical role in ensuring the accuracy and timeliness of financial reports.About the Role:The successful candidate will have experience in...
-
Senior Tax Consultant
1 week ago
Raleigh, North Carolina, United States Gpac Full timeGpac, an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990, is seeking a Senior Tax Consultant to join their team. The ideal candidate will have at least five years of experience in Public Accounting and a strong background in tax compliance.The estimated annual salary for...
-
Raleigh, North Carolina, United States Precision Medicine Group Full timeAbout the RoleWe are seeking a seasoned Senior Advanced Therapy Operations Consultant to join our team at Precision Medicine Group. In this role, you will be responsible for leading cross-functional teams in navigating the engineering life cycle of cutting-edge equipment and manufacturing processes.Key ResponsibilitiesDevelop technical documentation such as...
-
Technical Solutions Consultant
1 week ago
Raleigh, North Carolina, United States Experis Full timeAt Experis, we are committed to collaborating with and advocating for IT talent across various industries. We work closely with our clients in the Financial Services sector to support Business Systems Analysts in achieving their career goals.About the RoleThis is an exciting opportunity to join our team as a Technical Solutions Consultant, where you will be...
-
Nursing Director
6 days ago
Raleigh, North Carolina, United States Sunrise Senior Living Full timeCompany OverviewSunrise Senior Living has championed quality of life in senior care for over 30 years, focusing on providing high-quality care with a personal touch and encouraging residents to enjoy life to the fullest.Job DescriptionThe Resident Care Director serves as the nursing clinical leader for the community, responsible for leading and managing...