Financial Security Specialist

4 weeks ago


Phoenix, Arizona, United States New York Life Full time

We are seeking a highly motivated and driven individual to join our team as a Financial Consultant. As a key member of our organization, you will have the opportunity to make a positive impact on people's lives by providing financial security and peace of mind through our insurance, annuity, and investment solutions.

Key Responsibilities:

  • Help clients navigate complex financial challenges such as preparing for retirement, saving for college, and other issues that significantly impact their lifestyle.
  • Commit to remaining educated about various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and customer satisfaction.
  • Work with clients to collect personal financial information, including status, cash flow, and expectations for documentation in our CRM.
  • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
  • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.
  • Develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances.
  • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.

Requirements:

  • The ability to understand the needs and financial concerns of clients.
  • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounter.
  • Promote customized ways for clients to achieve their long-term financial goals.
  • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
  • Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of the community over time.
  • Must have the ability to successfully network and prospect for new clients.
  • Must possess uncompromising integrity and the ability to communicate complex ideas.
  • Strong relationship management skills and/or experience required.


  • Phoenix, Arizona, United States USAA Full time

    At USAA, we have a vital mission: ensuring the financial security of millions of U.S. military members and their families.The Associate Life Solutions Specialist plays a crucial role in this mission by assessing member life insurance needs, providing advice and referrals, and making recommendations based on individual needs and goals.This role involves...


  • Phoenix, Arizona, United States Alerus Financial Full time

    Financial Planning SpecialistAt Alerus Financial, we are seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services team, you will be responsible for delivering comprehensive financial advice to our clients by serving as their trusted primary point of contact with the support of a team of specialists.Key...


  • Phoenix, Arizona, United States BOK Financial Full time

    Job SummaryThe Financial Advisor role at BOK Financial Corporation Group is a dynamic opportunity for a skilled professional to provide exceptional customer service and guide clients toward their short and long-term financial goals. This is accomplished through holistic financial planning and financial advice. The ideal candidate will possess excellent...


  • Phoenix, Arizona, United States Desert Financial Credit Union Full time

    Job SummaryThe Campus Financial Services Specialist is a key role in growing and retaining student membership and expanding overall business growth for the credit union within the university community. This position requires strong presentation abilities, financial acumen, and interpersonal skills to build awareness and develop trusted advisor relationships...


  • Phoenix, Arizona, United States Insight Global Full time

    About the Role:We are seeking a highly skilled SaaS Security Specialist to join our Security Governance and Data team at Insight Global. As a key member of our team, you will be responsible for evaluating various Software as a Service (SaaS) technologies and tools for technical, functional, and financial feasibility.Key Responsibilities:Evaluate SaaS...


  • Phoenix, Arizona, United States Desert Financial Credit Union Full time

    Job SummaryThe Paraplanner is a key member of our team, responsible for providing educational and consultative financial planning strategies to financial advisors. This role involves collaborating with advisors, gathering client information, and conducting research to create, analyze, and recommend financial plans.Key ResponsibilitiesCollaborate with...

  • Financial Specialist

    1 month ago


    Phoenix, Arizona, United States Arizona District Court Full time

    Job SummaryThe Arizona District Court seeks a skilled Financial Specialist to assist in performing and coordinating administrative, technical, and professional work related to financial and accounting activities of the court. This role involves ensuring compliance with guidelines, policies, and internal controls, as well as processing financial transactions...


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

    Discover Financial Services is seeking a skilled Collections Specialist to join our team. As a Collections Specialist, you will be responsible for servicing delinquent credit card accounts through various contact channels, minimizing losses to the company, and strengthening relationships with customers.Key Responsibilities:Assess each customer situation to...


  • Phoenix, Arizona, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial Services ProfessionalLPL Financial partners with credit unions to offer a comprehensive suite of financial services to their clients. This employment opportunity at Global Credit Union in Phoenix, AZ, would allow you to join the Investment Program as a Financial Advisor associated with LPL Financial. Under this model,...


  • Phoenix, Arizona, United States Arizona Public Service Company Full time

    A career opportunity has arisen at Arizona Public Service Company for a skilled Financial Analysis Specialist to join their team in Phoenix, AZ. The ideal candidate will be responsible for performing a variety of financial analysis, corporate finance projects, or functions, including cash position forecasting, liquidity management, and...


  • Phoenix, Arizona, United States BOK Financial Full time

    Job SummaryThe Treasury Services and Operations Trainee plays a critical role in the success of our organization by gaining broad knowledge of our industry and organization. This 10-week internship program is designed to benefit students completing their Junior year of college, providing a competitive 10-week immersive experience in the line of...

  • Security Specialist

    4 weeks ago


    Phoenix, Arizona, United States Emcor Inc Full time

    About Us:EMCOR Group, Inc is a Fortune 500 company and a leader in mechanical and electrical construction, industrial and energy infrastructure, and building services.A provider of critical infrastructure systems. EMCOR gives life to new structures and sustains life in existing ones by its planning, installing, operating, maintaining, and protecting the...


  • Phoenix, Arizona, United States eBacon Full time

    Financial Operations SpecialistJob SummaryeBacon is a financial technology software company seeking a skilled Financial Operations Specialist to join our team. As a key member of our Financial Services Team, you will utilize your analytical skills and SQL expertise to transform vast data sets into actionable intelligence.Key ResponsibilitiesAnalyze and...


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

    **About Us**At Bank of America, we strive to make financial lives better through every connection. Our team is guided by a commitment to responsible growth, delivering exceptional customer experiences, and fostering a culture of innovation and excellence.As a Customer Service Specialist, you will play a vital role in helping our customers achieve their...


  • Phoenix, Arizona, United States Beacon Hill Staffing Group Full time

    Job SummaryWe are seeking a highly skilled IT Security Specialist to join our team at Beacon Hill Staffing Group. The successful candidate will be responsible for leading system and network architecture support for information and network security technologies, as well as developing and executing risk assessment methodologies to fit business, regulatory, and...


  • Phoenix, Arizona, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Phoenix area. As a key member of our team, you will be responsible for building and maintaining relationships with plan sponsors, providing expert advice on retirement and investment strategies, and conducting seminars...


  • Phoenix, Arizona, United States Arizona Appliance & Home Full time

    We are seeking a highly motivated Financial Operations Specialist to join our team at Arizona Appliance & Home. In this role, you will play a vital part in ensuring the efficient and accurate processing of financial transactions, including billing, payment applications, and account resolutions.This is a fantastic opportunity for someone who is...


  • Phoenix, Arizona, United States Virtual Full time

    Job SummaryAs a key member of our Virtual team, the Financial Operations Specialist will be responsible for managing all day-to-day bookkeeping and accounting processes. This includes reviewing client books, adjusting journal entries, recording transactions, processing payments, and maintaining ledgers. The ideal candidate will have strong accounting skills...


  • Phoenix, Arizona, United States Upward Projects Holdings, LLC Full time

    We are a restaurant group that thrives on creating authentic and inspiring experiences for the communities we serve.Our mission is to provide exceptional service and quality food to our customers, while fostering a positive and inclusive work environment for our team members.As a Financial Operations Specialist, you will play a key role in supporting our...


  • Phoenix, Arizona, United States Intuit Full time

    At Intuit, we're on a mission to empower small and mid-market businesses to thrive. As a Mid-Market Lending Specialist, you'll play a critical role in driving this mission forward.You'll work directly with our mid-market businesses, building lasting relationships, understanding their growth goals and borrowing needs, and helping them secure the funding they...