Talent.com

Financial representative Jobs in Phoenix, AZ

Create a job alert for this search

Financial representative • phoenix az

Last updated: 1 day 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

Financial Analyst

RunBuggyTempe, AZ, United States
Full-time

RunBuggy is the most technically advanced automotive logistics platform on the market.Backed by Porsche Ventures and Hearst Ventures, RunBuggy is transforming the way cars move.Our cutting-edge tec... Show more

Financial Analyst

The Resource Link, IncPhoenix, Arizona, USA
Permanent

Our client is growing organically and through acquisitions.If you are looking for a mix of FP&A meets operations and data, this is a great opportunity for you.This individual needs to be savvy with... Show more

Financial Services Representative – State Farm Agent Team Member

Kevin Mcgraw - State Farm AgentPhoenix, AZ, US
$85,000.00 yearly
Full-time

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you!... 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

Financial Analyst

Saxon GlobalTempe, AZ, United States
Full-time

Bachelor's degree in Accounting, Finance, or Business required.A minimum of 3 years of financial or business analysis experience required.Must be able to handle multiple, sometimes competing, prior... Show more

Financial Representative - Seeking Growth

Foster Region - Modern Woodmen of AmericaPhoenix, AZ, US
$97,000.00 yearly
Full-time

The Foster Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region.This opportunity is ideal for someone who currently holds the... 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

College Financial Representative, Internship Program

Northwestern Mutual Life Insurance CompanyPhoenix, AZ, United States
Full-time +1

Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... Show more

Financial Trainer

RPM LivingPhoenix, AZ, United States
Full-time

The Financial Trainer is responsible for leading the organization's financial strategy for operations, serving as a subject matter expert and advisor whose work directly impacts financial accuracy,... 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

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

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, Omaha, Phoenix and Salt Lake City.Our Mis... Show more

Financial Services Representative

Enterprise Bank & TrustScottsdale, AZ
Full-time

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community.From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is t... 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 Specialist

Arizona State UniversityTempe, AZ, United States
$57,900.00 yearly
Part-time

Performs routine accounting auditing duties.Ensure the accurate recording and reporting of a unit's financial transactions.Position Salary Range: $46,300 - $57,900 per year; DOE.Analyzes and prepar... Show more

Financial Service Representative (Loan Officer)

Mountain America Credit UnionPhoenix, AZ, United States
Full-time

Financial Service Representative (FSR) I.At Mountain America, we create exceptional service experiences with every member, every time.We provide life changing value by genuinely caring about each m... Show more

Financial Services Representative - State Farm Agent Team Member

Peggy Langin - State Farm AgentPhoenix, AZ, US
$30,000.00 yearly
Part-time

As a financial services rep with Peggy Langin State Farm Agency,  you will successfully market the financial products that manage everyday risks.Your proficient knowledge of financial products rein... 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

People also ask
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