Senior Annuities Financial Forecasting Lead | CFP
Integrity Painting
Insurance Administrative Solutions, L.l.c. in Scottsdale, Arizona is seeking an experienced Annuity Wholesaler to lead financial planning and profitability. This role involves forecasting revenues, developing financial models, and advising on budgeting. The ideal candidate will have a strong background in finance, expert knowledge of MS Excel, and relevant certifications are a bonus. Benefits include medical insurance, retirement plans, and paid time off. #J-18808-Ljbffr Integrity Painting
- ...Integrity company, provides financial advisory firms with a... ...are seeking an experienced Annuity Wholesaler and CFP to forecast revenues and expenditures,... ...on future budgeting, and lead financial planning to ensure... ...Proven work experience as a Senior Financial Analyst,...FinancialTemporary workWork experience placementLocal area
- ...Are you an Experienced Financial Advisor/Financial Planner s eeking an opportunity to serve... ...to work with an existing client base lead Access to LPL Financials’ full open‑architecture... ...all advisory, brokerage, insurance & annuities) The look and feel of an independent...FinancialSeniorFull time
- A leading wealth management firm is seeking a Relationship Manager & Servicing Advisor to... ...client relationships and offer comprehensive financial planning services. The role involves... ...CRM records. Ideal candidates will possess CFP® certification, a decade of experience in...FinancialSeniorRemote job
- ...currently seeking experienced Senior Wealth Advisors to join Beacon... ...families to develop personalized financial strategies and help clients... ...Beacon Pointe leverage an industry-leading strategic platform of one of... ...experience preferred ~ CFP®, CFA, or other professional designations...FinancialSenior
- ...We are seeking qualified candidates to join Beacon Pointe as a Senior Financial Planner within our centralized Financial Planning Department.... ...projects and other firmwide initiatives. Qualifications ~ CFP® designation required. ~7+ years of relevant financial...FinancialSenior
- ...Management was established in 2018 as a leading independent financial advisory services firm. Originally... ..., and family governance needs. The Senior Wealth Strategist is a member of the Rockefeller... ...of experts (including CPAs, JDs, and CFP® professionals) to ensure our clients...FinancialSeniorWork at officeLocal area
$80k - $85k
REMOTE Compliance Risk Opportunity in Financial Services Senior Branch Office Examiner Location(s): Open to Qualified Remote Applicants in the... ...investment products including mutual funds, variable annuities, alternative investments, stocks, and bonds. Strong verbal...FinancialSeniorRemote jobFull timeWork at office$50k
...consult with qualified prospects, conduct appointments, and close annuity business in a compliant, professional manner within a... ...plus 15% revenue generated; a proven track record in annuity or financial services sales and an active life and health insurance license...FinancialRemote jobFull time- Vanguard is launching an Advance to Financial Planning Advisor Program in Scottsdale, AZ, a full-time development track designed to train... ...mentorship, and structured skill-building. The program enables CFP certification progression and culminates in a Mass Affluent Financial...FinancialFull time
$50k
....com, our new Wealth Management group, we have built a turnkey annuity sales platform designed to support high-performing annuity closers... ...independent advisor roles where the advisor may bear the financial risk, marketing expense, and administrative burden, LiveWealthy...FinancialFull timeRemote work- ...Arizona, we’re seeking a full-time Audit Senior who values collaboration, enjoys... ...a hands-on role in client engagements, leading audits, reviews, and compilations while... ...completion Applying knowledge of GAAP and financial statement presentation Researching and...FinancialSeniorFull timeLocal area
- ...Senior Accountant Only applicants in the Phoenix metropolitan area will be contacted. UpRecruit has partnered with a leading real estate development and hospitality company to hire a Senior... ...key role in corporate accounting, financial reporting, and supporting a...FinancialSeniorFull timeWork at office
- ...0 years About Us : Numera is a fast-growing, US-based financial services firm that delivers cutting-edge solutions across accounting... ...Review and sign off on complex returns and planning work Lead IRS representation and year-round tax planning Manage and...FinancialSeniorFull timeWork at officeImmediate startMonday to Friday
$152.37k - $186.23k
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...decisions independently Professional designation such as CFA or CFP is preferred This role is hybrid. Team members who are in a hybrid...FinancialSeniorTemporary workWork experience placementLocal area3 days per week$63.13k - $83.34k
Vitalant in Scottsdale, AZ is hiring a Senior Accountant to support financial accounting at the headquarters. The role concentrates on maintaining accurate financial records and assisting in month-end close processes. Working hours are Monday to Friday, 8:00 am to 5:00...FinancialSeniorMonday to Friday$63.13k - $83.34k
...nonprofit blood and biotherapies healthcare organizations, headquartered in Scottsdale, is seeking a Senior Accountant . This senior accountant supports Vitalant's financial accounting from the Scottsdale national headquarters. Hours: Monday-Friday, 8:00 am-5:00 pm....FinancialSeniorMonday to Friday- ...Senior Auditor Growing CPA firm in Scottsdale, Arizona is looking to add a Senior Auditor... ...for process improvements. Lead client audit, review, and compilation engagements... ...planning, executing, directing and completing financial audits. Demonstrate knowledge of...FinancialSenior
- The Joint Chiropractic in Scottsdale, AZ is seeking a Senior Director of Finance to lead financial planning, budgeting, forecasting, and strategic modeling. This hands-on, collaborative role partners with the CFO and executive team to translate data into actionable recommendations...FinancialSenior
- ...Senior Accountant Scottsdale, Arizona (4 days on-site, 1 remote) Perks and Opportunities... ...Responsibilities include: Lead the month-end close process by preparing... ...entries, reconciling accounts, analyzing financial results, and ensuring accurate reporting....FinancialSeniorRemote work
- A leading mortgage service provider is seeking an Experienced Loan Officer in Scottsdale, AZ. The role involves understanding client financial situations and recommending the best financial solutions. Ideal candidates are energetic, have strong communication skills, and...FinancialSenior
- ...internal controls and accounting processes Partnering with project, development, and operational teams to keep everyone aligned on financial status Contributing to shared staffing projections and light FP&A support as the role evolves Working in FloQast and ERP...FinancialSenior
- Talent Edge Recruiting seeks an experienced Wealth Advisor to oversee 75-100 high-net-worth client households, delivering personalized financial planning and coordinating with the investment team for strategy and reporting. You will build relationships, assess assets and...FinancialSenior
$55 per hour
...local architectural firm in Scottsdale, Arizona. We are hiring a Senior Accountant on a consulting/interim basis to own month end... ...Assisting with fixed asset and lease accounting functions, along with financial reporting preparation and financial reporting Supporting...FinancialSeniorHourly payFull timeInterim roleLocal areaImmediate startRemote work2 days per week3 days per week- Osaic is hiring a Senior Investment Advisory Compliance Analyst to support the Compliance Administration Team. The role serves as a primary contact for financial advisors and internal partners, interpreting firm policies and applying procedures to daily operations. The...FinancialSenior
- Alerus Wealth Advisors in Scottsdale, AZ, seeks seasoned professionals to deliver comprehensive financial guidance to high-net-worth clients. You will act as the primary advisor, coordinating a team to tailor solutions that secure clients’ financial wellness goals. Join...FinancialSenior
- Vitalant in Scottsdale seeks a Senior Accountant to maintain financial integrity across the organization. You will support accounts payable, accounts receivable, payroll, general ledger, and reconciliations, while preparing reports and journal entries. The role requires...FinancialSenior
- PayPal is seeking a high-caliber attorney with payments, financial services regulation and technology experience to join our Product Legal team in Scottsdale, Arizona. You will partner with leaders in consumer checkout products and regional partners across North, Central...FinancialSenior
$21.42 per hour
A leading financial services provider is seeking a Sr. Accounting Analyst for a 2+ month remote contract based in Scottsdale, AZ. The ideal candidate should have a Bachelor's degree, 4-7 years of relevant experience, and strong analytical and problem-solving skills. Responsibilities...FinancialSeniorRemote jobContract work- PF Chang's is seeking a Director of Financial Operations to lead key accounting operations and support accurate, timely financial reporting. You will partner with senior finance leaders to strengthen controls, improve processes, and develop a high-performing team. The role...FinancialSenior
- Blue Ops Partners in Scottsdale is seeking a seasoned Controller for the Office of the CFO to lead client accounting functions, strengthen controls, and deliver timely financial reporting. You will partner with client leadership to drive value creation and scalable...FinancialSeniorWork at office
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