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Financial associate Jobs in Phoenix, AZ

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Financial associate • phoenix az

Last updated: 3 days ago

Financial Advisor

Global Credit UnionTempe, AZ, United States
$60,000.00 yearly
Full-time

Reports to: Manager, Investment Services.Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.Meet with existin... Show more

Associate Financial Advisor

BairdPhoenix, AZ, United States
Full-time

The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management soluti... Show more

Senior Financial Associate

Royal Bank of CanadaPhoenix, AZ, United States
Full-time

As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team's business.You will have the ability to func... Show more

Financial Advisor

Moors & CabotPhoenix, AZ, United States
Full-time

In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base.This results-driven role will be responsible for designing and... Show more

Financial Analyst

Leslie's PoolmartPhoenix, AZ, United States
Full-time

Founded in 1963, Leslie's is the largest and most trusted direct-to-consumer brand in the U.We serve the aftermarket needs of residential and professional consumers with an extensive and largely ex... Show more

Financial Specialist

Department of JusticePhoenix, AZ, United States
Full-time

As a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include:.Overseeing the District financial management program.Analyzing the District's financial oblig... Show more

Senior Financial Associate

RBCPhoenix, AZ, United States
Full-time

As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team's business.You will have the ability to func... Show more

Financial Accountant

The French AgencyPhoenix, AZ, United States
$70.00 hourly
Full-time

Salary: $70-95K base DOE + bonus + potential equity.We are seeking a Financial Accountant to join a dynamic and growing company.The ideal candidate will be responsible for preparing financial repor... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyPhoenix, AZ, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Associate Financial Advisor

Baird CapitalPhoenix, AZ, United States
Full-time

The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management soluti... Show more

Financial Advisor

BmoPhoenix, AZ, United States
$51,800.00 yearly
Part-time

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee... Show more

Financial Advisor

Renaissance FinancialPhoenix, AZ, United States
Full-time

Renaissance Financial Job Opportunity.What we do is not just a job it is a passion.Renaissance Financial is a comprehensive financial strategies firm with locations in St.Louis, Overland Park, Oma... Show more

Financial Advisor

Northwestern MutualPhoenix, AZ, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Associate Financial Advisor

Northern TrustPhoenix, AZ, United States
$85,330.00 yearly
Full-time

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative f... Show more

Associate Financial Advisor - BMO Bank

LPL FinancialPhoenix, AZ, United States
Full-time

LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at BMO Bank in Phoenix, AZ would allow you to join the Investment Progra... Show more

Financial Consultant

WealthBridge Financial GroupGlendale, AZ, US
Full-time
Quick Apply

WealthBridge Financial Group is seeking a results-oriented .In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and st... Show more

Financial Analyst

Pyramid ConsultingTempe, AZ, United States
Temporary

Immediate need for a talented Financial Analyst.This is a 06 months contract opportunity with long-term potential and is located in Arizona (Remote).Employee benefits include, but are not limited t... Show more

Financial Analyst

JLM Strategic Talent PartnersPhoenix, AZ, United States
$20.00 hourly
Full-time

We are seeking a Financial Analyst to join our team.In this role, you will analyze the company's financial data to assist us in making the best possible decisions to reduce costs and improve financ... Show more

Financial Advisor

First Command Financial Services, Inc.Glendale, AZ, US
Full-time

Financial Advisor Jobs at First Command:.Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reputati... Show more

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Financial Advisor

Financial Advisor

Global Credit UnionTempe, AZ, United States
30+ days ago
Salary
$60,000.00 yearly
Job type
  • Full-time
Job description

Job Title

Reports to: Manager, Investment Services.

Functions Supervised: None

Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.

Duties and Responsibilities:

  • Meet with existing and prospective clients to promote financial planning and investment services.
  • Conduct educational seminars and workshops.
  • Present client financial plan and investment proposals in a professional manner.
  • Collect all required documentation, deposits, premiums, etc. in a timely and complete manner per established procedures and regulatory requirements.
  • Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services.
  • Track sales, marketing and referrals.
  • Provide referrals for other Global Credit Union services as appropriate.
  • Participate in the credit union's business development activities, while seeking and recommending new opportunities.
  • Meet production goals.
  • Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements.
  • Maintain proficiency with organization and program partner systems.
  • Perform service calls and special projects when warranted.
  • Perform other duties as assigned.

Qualifications

Education: Series 7, 63 and/or 65/66 and Life and Health Insurance Licenses. LUTCF, CLU, ChFC or CFP designation and bachelor's degree in Business Administration or other related field preferred.

Experience/Skills: Three years financial services sales experience. Ability to create and deliver effective messages scaled to the appropriate audience. Must be willing to travel as required.

Compensation

Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range.

Salary Pay Range: $60,000 - $80,000 annually

Benefits

  • Short-term and long-term incentives
  • Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
  • 401(k) plan with a 5% match
  • Employee Assistance Program (EAP)
  • Life and disability coverage
  • Voluntary cash benefits for accident, hospitalization and critical illness
  • Tuition Reimbursement
  • Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays

Equal Opportunity Employer