Marine Park Financial Consultant
2 weeks ago
The Financial Consultant role at TD Bank is designed for individuals seeking to excel in the financial services sector. This position focuses on delivering tailored investment management solutions and comprehensive financial planning guidance to clients in the Mass Affluent segment.
Key Responsibilities:
- Engage with clients to assess their unique financial needs and objectives.
- Provide personalized investment recommendations aligned with clients' financial goals.
- Act as the primary liaison for clients, ensuring exceptional service and fostering long-term relationships.
- Conduct thorough onboarding processes for new clients, including financial needs analysis and goal-setting.
- Implement a proactive approach to client engagement, including annual reviews and regular check-ins.
- Collaborate with internal teams to enhance client experiences and maximize retention.
- Meet established sales targets while maintaining compliance with all regulatory requirements.
- Continuously seek opportunities to deepen client relationships and identify potential referrals.
Qualifications:
- A bachelor's degree or equivalent experience in a related field.
- Minimum of two years' experience in investment sales and financial planning.
- Strong knowledge of investment products and wealth management strategies.
- Possession of Series 65 and relevant insurance licenses, or the ability to obtain them.
- Proven track record of achieving sales goals and building client relationships.
- Ability to travel as necessary to meet with clients and partners.
Company Overview:
TD Bank is a leading financial institution dedicated to providing exceptional customer experiences. With a commitment to innovation and community engagement, we strive to support our clients in achieving their financial aspirations.
-
Marine Park Financial Consultant
2 weeks ago
Oklahoma City, Oklahoma, United States TD Bank Full timePosition Overview:The Financial Consultant role at TD Bank is designed for professionals with a strong background in investment management and financial planning. This position involves engaging with clients to understand their financial aspirations and providing tailored investment solutions.Work Environment:Location: United States of AmericaHours: 40 per...
-
Oklahoma City Financial Consultant
1 week ago
Oklahoma City, Oklahoma, United States Voya Financial Advisors Inc Full timeJoin Voya Financial Advisors, Inc. as a Financial ConsultantVoya Financial Advisors, Inc., a prominent independent broker-dealer specializing in defined contribution and defined benefit services, is actively looking for a Financial Consultant to enhance our team in the Oklahoma City region. This role focuses on developing and maintaining relationships with...
-
Senior Treasury Solutions Consultant
1 week ago
Oklahoma City, Oklahoma, United States BOK Financial Full timePosition Overview:The Treasury Onboarding Consultant III plays a pivotal role in collaborating with Treasury Management Officers (TMOs) and Relationship Managers (RMs) to deliver tailored financial solutions for our most significant and intricate clients. This position requires a high degree of independence in crafting, testing, and executing optimal...
-
Senior Financial Consultant
2 weeks ago
Oklahoma City, Oklahoma, United States Jobot Full timePosition Overview:The Senior Financial Consultant will play a crucial role in enhancing internal financial reporting mechanisms and supporting strategic business initiatives within a dynamic organization.Key Responsibilities:1. Engage in the continuous development and upkeep of forecasting models.2. Maintain a comprehensive understanding of Generally...
-
Senior Treasury Solutions Consultant
1 week ago
Oklahoma City, Oklahoma, United States BOK Financial Full timePosition Overview:The Treasury Onboarding Consultant III plays a pivotal role in collaborating with Treasury Management Officers (TMOs) and Relationship Managers (RMs) to deliver tailored financial solutions for our most significant and intricate clients. This position is designed for individuals who excel in independently crafting, testing, and executing...
-
Sales Consultant
5 days ago
Oklahoma City, Oklahoma, United States Fiserv Full timeAbout the RoleFiserv is a global leader in fintech and payments, connecting financial institutions, corporations, merchants, and consumers to one another millions of times a day. We're seeking a Business Sales Consultant to join our short-sales-cycle merchant services sales team.Key ResponsibilitiesGenerate leads in a business-to-business environment,...
-
Oklahoma City, Oklahoma, United States City Parks Alliance Full timeAbout the RoleThe Executive Director of Urban Parks and Gardens will provide strategic leadership and vision for City Parks Alliance's urban parks and gardens initiatives. This role will oversee the day-to-day operations and activities of our parks and gardens, ensuring they are well-managed and administratively sound.Key ResponsibilitiesDevelop and...
-
Oklahoma City, Oklahoma, United States City Parks Alliance Full timeAbout the RoleThe Executive Director of Urban Parks and Gardens will provide strategic leadership and vision for City Parks Alliance's urban parks and gardens initiatives. This role will oversee the day-to-day operations and activities of our parks and gardens, ensuring they are well-managed and administratively sound.Key ResponsibilitiesDevelop and...
-
Asset Consultant: Financial Expert
1 day ago
Oklahoma City, Oklahoma, United States BlueWave Solutions Full timeUnlock Your Potential as a Financial AdvisorAt BlueWave Solutions, we're seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you'll have the opportunity to make a real impact on people's lives by helping them make informed financial decisions.Key Responsibilities:Provide expert financial guidance to clients, helping them achieve...
-
Valet Parking Attendant
1 week ago
Oklahoma City, Oklahoma, United States ABM Full timeCompensation: $ TipsPosition Overview:As a Valet Parking Attendant, you will deliver exceptional, courteous, and empathetic service to patients, visitors, and guests, adhering to the standards set by TJC, ABM, and the Hospital. Your proactive approach in greeting and assisting customers will ensure a positive experience.Key Responsibilities:Manage traffic...
-
Oklahoma City, Oklahoma, United States City of Oklahoma City Full timeJob SummaryThis is a senior leadership position responsible for overseeing the management, administration, and operations of the Public Transportation and Parking Department within the City of Oklahoma City. The ideal candidate will have a strong background in transportation management, leadership, and strategic planning.Key ResponsibilitiesDevelop and...
-
Client-Focused Financial Consultant
2 weeks ago
Oklahoma City, Oklahoma, United States One Day In July LLC Full timeJob Overview:Position: Financial AdvisorCompany: One Day In July LLCLocation: Remote opportunities availableAbout Us:At One Day In July LLC, we are dedicated to expanding our reach and engaging talented Financial Advisors to serve diverse communities. Our firm is committed to providing a supportive environment where Advisors can thrive independently while...
-
Senior Treasury Onboarding Specialist
1 week ago
Oklahoma City, Oklahoma, United States BOK Financial Full timePosition Overview:The Treasury Onboarding Consultant III plays a pivotal role in collaborating with Treasury Management Officers (TMOs) and Relationship Managers (RMs) to deliver tailored solutions for our most significant and intricate clients. This position requires a high degree of independence in designing, testing, and executing optimal solutions that...
-
Senior Finance Specialist
1 week ago
Oklahoma City, Oklahoma, United States NRG Park Full timeCompany Overview:ASM Global is a leader in the management of public assembly facilities, providing exceptional services in a dynamic environment.Position Summary:We are currently seeking a qualified Senior Accountant to join our finance team at NRG Park. This role is essential in overseeing various financial operations and ensuring compliance with...
-
Insurance Sales Consultant
3 days ago
Oklahoma City, Oklahoma, United States The Tran Agency - Reginald Freeman Full timeJob OpportunityWe are seeking a highly motivated and ambitious individual to join our team as an Insurance Sales Consultant. As a key member of our organization, you will play a crucial role in helping homeowners protect their financial future.About the RoleAs an Insurance Sales Consultant, you will be responsible for:Building relationships with clients to...
-
Senior Sales Consultant
1 month ago
Oklahoma City, Oklahoma, United States Oracle Full timeJob DescriptionSenior Sales ConsultantDo you want to advance your career with the world's first cloud company? Since 1998, Oracle NetSuite has been on a mission to deliver an agile, unified application suite that gives leaders a complete view into their business. Our team is growing, and we're looking for people like you to help us make a global impact.As...
-
Principal Sales Consultant
2 months ago
Oklahoma City, Oklahoma, United States Oracle Full timeJob DescriptionProvides direction and specialist knowledge in applying the technology/application to client business. Facilitation of customer product/application understanding through presentations demonstrations and benchmarks; provision of support throughout the sell.Career Level - IC4ResponsibilitiesAs a Principal Sales Consultant you will be responsible...
-
Senior Associate Consultant
1 month ago
Oklahoma City, Oklahoma, United States Oracle Full timeJob DescriptionAs a Senior Associate Consultant, you will consult with customers on workflows, including current state and future state, and work with customers to map out processes to determine how best practices are followed. You will identify, resolve and report solution status, risks, and issues to customer and internal leadership, coach customers on...
-
Oklahoma City, Oklahoma, United States Oracle Full timeJob DescriptionCome and join us We're on a journey to advance how health happens with technologies that empower patients, support clinicians, encourage innovation, and save lives. Our mission? To build a human-centric healthcare experience powered by unified global data.We want people just as dedicated as we are to improving health equity and delivering...
-
Financial Aid Specialist, Enrollment Management
2 weeks ago
Oklahoma City, Oklahoma, United States Boston University Full timeTracking Code:Job DescriptionAbout the RoleBoston University Student Financial Services is in search of a Financial Aid Consultant. This role is essential in supporting Boston University's objectives for student recruitment, retention, and exceptional service by guiding students and their families through the complexities of financial aid applications,...