Senior Financial Consultant

4 weeks ago


Jasper, United States Jobot Full time
Financial Advisor Opportunity

Job Summary:
We are seeking a dynamic and experienced Financial Advisor to join our growing team at Jobot. This role offers an exciting opportunity to provide financial guidance and support to our diverse clientele.

Key Responsibilities:
Develop comprehensive financial plans to help clients achieve their financial goals.
Provide strategic advice across a variety of financial products and services, including debt management, cash management, insurance coverage, and investments.
Assess the client's overall financial picture, understand their needs, and develop a robust financial plan.
Guide clients towards a profitable and secure financial decision.
Cultivate a client base and build win-win relationships.
Network, generate leads, and grab opportunities to sell mutual funds, stocks, bonds, etc., to meet sales quotas.
Implement effective strategies for acquiring and retaining clients.
Keep abreast of new industry trends and research the market to back up financial consulting.
Oversee the course of the financial plan and update it, if necessary, to ensure profits.
Comply with all industry rules and regulations.

Requirements:
Proven working experience as a Financial Advisor, Planner, or relevant experience (2+ years required).
Track record of successful financial guidance.
Ability to analyze market financial data and provide appropriate data-based advice.
Proficient in MS Office, with an ability to produce clear reports and presentations.
Strong ethics, with a customer-oriented attitude.
Outstanding problem-solving skills and a good listener.
Excellent communication, interpersonal, and negotiation skills.
Attention to detail and strong analytical thinking.
Professional certification such as CFP (Certified Financial Planner) is a strong advantage.
A degree in finance, economics, or a related field is required. A Master's degree or higher is preferred.
Deep understanding of the financial planning process and the ability to handle complex financial planning issues.
Strong sales experience, with a proven track record of achieving sales targets.
Comprehensive knowledge of financial planning, wealth management, risk management, retirement planning, financial analysis, insurance planning, asset management, and portfolio management.

Interested in learning more? Easy Apply now by clicking the "Apply" button.

  • Jasper, United States Jobot Full time

    Financial Advisor OpportunityJobot is seeking a skilled Financial Advisor to provide expert guidance and support to our diverse clientele. As a Financial Advisor, you will be responsible for helping clients identify their financial goals, developing strategic financial plans, and providing a broad range of financial services. This role requires a deep...


  • Jasper, United States Jobot Full time

    Accounting Manager PositionWe are seeking a highly skilled and experienced Accounting Manager to join our finance team at Jobot. As an Accounting Manager, you will be responsible for leading and managing the operations of the accounting department, including overseeing daily operations, implementing internal controls, ensuring financial reporting deadlines...

  • Financial Advisor

    2 months ago


    Jasper, United States Jobot Full time

    Job DescriptionJob DescriptionFinancial Advisor/$$$/ Exciting opportunity for growth!!This Jobot Job is hosted by: Evan FlynnAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $55,000 - $75,000 per yearA bit about us:Our client offers a range of services, including personal and business banking, loans, wealth...


  • Jasper, Indiana, United States Jobot Full time

    Exciting Opportunity for GrowthThis role offers a dynamic and challenging opportunity to provide financial guidance and support to our diverse clientele.Key Responsibilities:Develop comprehensive financial plans to help clients achieve their financial goals.Provide strategic advice across a variety of financial products and services, including debt...


  • Jasper, Indiana, United States German American Full time

    Job Title: Financial Services SpecialistJob Summary:We are seeking a highly skilled Financial Services Specialist to join our team. As a key member of our financial operations team, you will be responsible for processing domestic and international wire transfers, investigating and resolving transfer issues, and communicating with customers.Key...


  • Jasper, United States American Senior Communities Full time

    Certified Nursing Assistant (CNA) at Timbers of Jasper8- or 12-hour shifts, day, evening and night shift, full-time and part-time available!Why should you be a CNA at Timbers of Jasper?As a Certified Nursing Assistant, you will not only have the opportunity to develop meaningful relationships by learning the life stories of our residents and staff but...


  • Jasper, United States American Senior Communities Full time

    Certified Nursing Assistant (CNA) at Timbers of Jasper8- or 12-hour shifts, day, evening and night shift, full-time and part-time available!Why should you be a CNA at Timbers of Jasper?As a Certified Nursing Assistant, you will not only have the opportunity to develop meaningful relationships by learning the life stories of our residents and staff but...


  • Jasper, United States American Senior Communities Full time

    Certified Nursing Assistant (CNA) at Timbers of Jasper8- or 12-hour shifts, day, evening and night shift, full-time and part-time available!Why should you be a CNA at Timbers of Jasper?As a Certified Nursing Assistant, you will not only have the opportunity to develop meaningful relationships by learning the life stories of our residents and staff but...


  • Jasper, United States American Senior Communities Full time

    Certified Nursing Assistant (CNA) at Timbers of Jasper 8- or 12-hour shifts, day, evening and night shift, full-time and part-time available! Why should you be a CNA at Timbers of Jasper? As a Certified Nursing Assistant, you will not only have the opportunity to develop meaningful relationships by learning the life stories of our residents and staff but...


  • Jasper, Indiana, United States Jobot Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Staff Accountant to join our dynamic finance team at Jobot. As a key member of our team, you will be responsible for preparing and reviewing financial reports, ensuring compliance with GAAP, and contributing to the overall financial health of the organization.Key ResponsibilitiesPrepare and...

  • Accounting Manager

    4 weeks ago


    Jasper, Indiana, United States Jobot Full time

    Accounting Manager Job DescriptionJobot is seeking a highly skilled and experienced Accounting Manager to join our finance team. As a key member of our team, you will be responsible for leading and managing the operations of the accounting department, ensuring the financial health of our company, and contributing to the overall success of our...


  • Jasper, Indiana, United States German American Bancorp Full time

    Job Overview:We are seeking a highly organized and detail-oriented Credit Administration Support Specialist to join our team at German American Bancorp. As a key member of our credit administration team, you will play a critical role in supporting the preparation of loan committee agendas, compiling application materials, and preparing executive loan...

  • Store Manager

    1 month ago


    Jasper, United States Community Choice Financial Family of Brands Full time

    Overview: As a Store Manager, you will assist in managing overall store performance by overseeing account management and recovery processes all while providing an unmatched positive customer service experience.  Whether it's building customer relationships or demonstrating new sales techniques, you will work daily to set an example and become a key...

  • Registered Nurse

    2 weeks ago


    Jasper, United States Timbers of Jasper Full time

    Registered Nurse (RN) at Timbers of Jasper8-hour or 12-hour shifts, Evenings and night shift available. Full-time and part-time opportunities!Why should you be an RN at Timbers of Jasper?As a Registered Nurse, you will have the opportunity to develop meaningful relationships by learning about the life stories of our residents and staff. Our nurses utilize...

  • Registered Nurse

    1 month ago


    Jasper, United States EagleCare LLC Full time

    Registered Nurse (RN) at Timbers of Jasper 8-hour or 12-hour shifts, Evenings and night shift available. Full-time and part-time opportunities! Why should you be an RN at Timbers of Jasper? As a Registered Nurse, you will have the opportunity to develop meaningful relationships by learning about the life stories of our residents and staff. Our nurses...

  • Accounting Manager

    2 months ago


    Jasper, United States Jobot Full time

    Job DescriptionJob DescriptionAccounting Manager/$$$/Flexible work schedule!!This Jobot Job is hosted by: Evan FlynnAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $95,000 - $110,000 per yearA bit about us:Our client offers a range of services, including personal and business banking, loans, wealth...


  • Jasper, United States Empowerme Wellness Full time

    Overview:Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.Clinic Director – Licensed Clinical Occupational Therapy Assistant (COTA) - Care Coordination ProgramOccupational Therapy + Care Coordination: The Best of Both Worlds! We’re looking for COTAs to support our innovative new...


  • Jasper, United States EmpowerMe Wellness Full time

    Overview:Clinic Director – Licensed Clinical Occupational Therapy Assistant (COTA) - Care Coordination ProgramOccupational Therapy + Care Coordination: The Best of Both Worlds!We’re looking for COTAs to support our innovative new care coordination program! This opportunity empowers you to practice at the top of your license, while giving you the chance...


  • Jasper, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible and accountable for...


  • Jasper, United States Fifth Third Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible and accountable...