Financial Services Advisor

5 days ago


Phoenix, Arizona, United States Spieldenner Financial Group Full time

We 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 Group, offers a unique chance to make a real difference in people's lives while growing your career in the financial services industry.

In this role, you will be responsible for identifying and meeting the needs of our clients through our comprehensive suite of simple, easy-to-understand programs. You will also play a key role in building client relationships that are both valuable to our clients and profitable for our Enrollment Specialists.

We offer industry-leading compensation and support to attract, retain, and develop quality individuals into highly trained specialists. If you are coachable, hardworking, self-disciplined, and eager to learn and grow, we encourage you to apply for this exciting opportunity.

Estimated Salary: $60,000 - $80,000 per year

Key Responsibilities:

  • Identify and meet the financial needs of our clients
  • Buid strong relationships with clients and Enrollment Specialists
  • Work collaboratively with colleagues to achieve business goals
  • Continuously improve skills and knowledge to provide exceptional service to clients

Requirements:

  • Coachability and willingness to learn and grow
  • Self-discipline and ability to work independently
  • Strong communication and interpersonal skills
  • Able to work in a fast-paced environment


  • Phoenix, Arizona, United States The Bank of America Corporation Full time

    At The Bank of America Corporation, we strive to make a positive impact on the lives of our clients and communities. Our goal is to deliver exceptional financial solutions that drive growth and prosperity.We are seeking an experienced Financial Solutions Advisor to join our team. This role offers a competitive salary of approximately $85,000 per annum, plus...


  • Phoenix, Arizona, United States Stellantis Financial Services US Full time

    About 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...


  • Phoenix, Arizona, United States Charles Schwab Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team. In this role, you will have the opportunity to work with advisors and clients to provide exceptional service and support.Key ResponsibilitiesThe successful candidate will be responsible for:Providing customer service via inbound phone...


  • Phoenix, Arizona, United States OneMain Financial Full time

    OverviewAt 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.


  • Phoenix, Arizona, United States Charles Schwab Full time

    Transform Your Career in Wealth AdvisoryAt Charles Schwab, we empower professionals to make a lasting impact on their careers. Our collaborative and innovative work environment fosters creative problem-solving and transformative growth. As an Associate Wealth Advisor, you'll join a premier fee-based investment advisory solution that prioritizes...


  • Phoenix, Arizona, United States Discover Financial Services Full time

    Discover 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...


  • Phoenix, Arizona, United States Lumina Financial Solutions Full time

    About 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,...


  • Phoenix, Arizona, United States Stellantis Financial Services US Full time

    Company 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...


  • Phoenix, Arizona, United States Magellan Financial & Insurance Services, Inc. Full time

    About Magellan Financial & Insurance Services, Inc.We are a leading distribution and marketing partner to independent financial advisors nationwide.To help advisors grow and succeed, we deliver cutting-edge solutions, services, and tools that redefine what's possible in the financial services space.Our mission is to empower innovation and drive excellence in...


  • Phoenix, Arizona, United States Foundations Investment Advisors Full time

    About Magellan FinancialAs a leading distribution and marketing partner to independent financial advisors nationwide, Magellan Financial is based in Phoenix, Arizona. Our mission is to help advisors grow and succeed by delivering cutting-edge solutions, services, and tools that redefine what's possible in the financial services space.We're committed to...


  • Phoenix, Arizona, United States Mutual of Omaha Full time

    Unlock a rewarding career as a Sales Trainee Professional at Mutual of Omaha, where you'll embark on a comprehensive training program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.Our dynamic program includes a combination of self-study and hands-on-experience projects, tailored to a...


  • Phoenix, Arizona, United States BOK Financial Full time

    Job DescriptionThe Accelerated Career Track Intern role is designed to develop financial, analytical and sales skills to prepare for a career within the bank's Treasury Services department.Key ResponsibilitiesParticipate in internal training programs and self-study courses to develop skills in Bank's operations, markets and strategies.Build relationships...


  • Phoenix, Arizona, United States Camelback Hyundai KIA Full time

    Automotive Service Advisor Job DescriptionWe are seeking a highly skilled and experienced Automotive Service Advisor to join our team at Camelback Hyundai KIA in Phoenix, AZ.Key Responsibilities:Assist customers in determining their automotive needs and provide repair options while ensuring excellent customer service throughout the invoice process.Consult...


  • Phoenix, Arizona, United States CIM Group Full time

    About CIM GroupCIM Group is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest.Salary and BenefitsThe estimated salary for this position is $80,000 - $110,000 per year, considering factors such...


  • Phoenix, Arizona, United States USAA Full time

    Join Our TeamWe are seeking a highly motivated and customer-focused individual to join our team as a Licensed Insurance Advisor.About the PositionThis role offers a comprehensive training program that includes all necessary training materials, class discussions, hands-on training, e-learning modules, and instructor-led guidance to help you succeed in the...


  • Phoenix, Arizona, United States New York Life - Lance Gillman Full time

    Company OverviewNew York Life, a mutual company with no investors or outside owners, is uniquely aligned with our clients' interests and priorities. With over 176 years of industry success, we have earned numerous accolades, including #73 on Fortune 100 in 2020, highest possible financial strength ratings, and recognition as a leading company with many...


  • Phoenix, Arizona, United States Republic Services Full time

    About Republic ServicesRepublic Services, Inc. is a leading provider of waste management and recycling solutions in North America. With a strong commitment to sustainability, we strive to deliver exceptional customer service and make a positive impact on the environment.Job SummaryWe are seeking a highly skilled Financial Data Analyst Lead to join our team....


  • Phoenix, Arizona, United States Republic Services Full time

    About the CompanyRepublic Services, a leader in the environmental services industry, provides comprehensive solutions for waste management and recycling. Our company values of Safe, Committed to Serve, Environmentally Responsible, Driven, and Human-Centered guide our daily actions.Company OverviewWith 41,000 team members serving 13 million customers across...


  • Phoenix, Arizona, United States Mutual of Omaha Full time

    Company OverviewMutual of Omaha is a leading provider of insurance and financial services, dedicated to helping individuals and families achieve their goals. Our team is passionate about delivering exceptional customer experiences and building long-term relationships.SalaryThe estimated annual salary for this role is $36,000, with the potential for...


  • Phoenix, Arizona, United States Walden University Full time

    Empowering Students through Personalized GuidanceAbout Walden UniversityWe are a diverse community of career professionals dedicated to transforming ourselves as scholar-practitioners to positively impact social change. With over 100 online degree and certificate programs, we empower students to achieve their academic goals and make a lasting impact in their...