FINANCE CONSULTANT
Paycom
Job Details: Job Location: AOS - Seattle, WA, Position Type: Full Time, Salary Range: Undisclosed, Acura of Seattle, a dealership part of the O’Brien Auto Group, is growing and currently looking for a Finance Consultant to join our team. The Finance Consultant position will be directly responsible for actively supporting sales in packaging and concluding each transaction. Benefits Bonuses Vacation – based on hire date and paid based on position Medical/Dental/Vision/RX Ancillary Benefits such as Short/Long Term Disability, Accident, Critical Illness, Life Insurance, Spousal/Child coverages, Flexible Spending 401(k) plus company match Responsibilities Being prompt for work and appointments is essential. Keep neat and clean appearance at all times (the first impression is very important). Greet and treat customers and sales consultants in a professional manner. Be prepared at the beginning of each day to have previous days results discussed and have the current days goals available. Prepare all legal documents and complete transactions in a timely fashion. All deals are to be signed accurately and cleared out of finance office within three days. Comply with Red Flag Rules and verify customer drivers license and signature. Arrange lease or retail financing for customer. This may involve working with various credit officers to get deals bought. On one-pays, bank contracts must be signed and all money is due within 3-5 business days. Responsible for the following: Insurance must be verified prior to delivery. Collect all moneys due. Collect title and registration. Transfer trades into our inventory. Do UCI/detail FTC sticker. Operate as an additional profit center by selling the following: After market items. Extended vehicle service contracts. Life and disability protection. Theft/Safeguard etching. Make sure that gross profit is calculated, front and back end. RDR all new/used vehicles daily. Profits for the finance department are to be calculated daily and turned into the GM. Must fill out the log at the close of a deal. Log must be completed in full. Must have general knowledge of Washington State requirements as to legal documentation on all deliveries including out of state deliveries. Perform other duties as assigned by management. Regular attendance is essential. Work in cooperative, positive & professional manner with all personnel in the company. Treat members of the public and customers in a courteous and non-discriminatory manner. Maintain professional demeanor while at work. Must conform to company policy regarding non-discrimination and harassment. Equipment/Machines/Tools Typically Used Phone Computer Adding machine Copier Calculator Stapler Fax machine Postage machine Pencils/pens Letter opener Scissors Rulers Physical Demands Required long periods (80-90% of work day) of standing and walking (on showroom floor, on dealership lot including interior and exterior of building). Capable of walking extensively on concrete. Infrequent sitting, stooping, kneeling, and crouching. Lifting 20lbs or less and carrying 10lbs or less on a frequent basis. Frequent pushing and pulling, twisting and turning of trunk, reaching and handling of objects, occasional climbing, balancing and crawling. Candidates Candidates for this position must possess a valid Driver’s License and maintain an acceptable driving record in accordance with company policy. Employment offers are contingent upon successful completion of a comprehensive background screening and motor vehicle record review. Acura of Seattle is an equal opportunity employer and a drug-free workplace. #J-18808-Ljbffr Paycom
$36.06 - $60.96 per hour
MinUSD $36.06/Hr.MaxUSD $60.96/Hr.Job SummaryThe Financial Planner is a CFP professional who works alongside a dedicated team of financial planning support staff. This role participates in the execution and continuous improvement of the firm's structured planning process...SuggestedWork at office$19.23 - $28.37 per hour
...developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) Experienced in cash handling. (required) General understanding of PC...SuggestedHourly payFull timeWork experience placementWork at officeFlexible hoursDay shift$19.23 - $28.37 per hour
...developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) Experienced in cash handling. (required) General understanding of...SuggestedHourly payWork experience placementWork at officeDay shift- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...SuggestedLocal area
$70k - $250k
Our Seattle firm is growing and we are looking to hire an in-person, full-time Financial Representative. Our best candidates are looking to make a bigger impact in their communities. We are looking for individuals with an entrepreneurial spirit, experience in business ...SuggestedFull timeTemporary workWork experience placementWork at officeRelocationFlexible hours- Purple Drive PeopleSoft Finance Techno Functional Consultant Share Contractual Seattle, WA PDT - 6588 8-12 06/05/2024 Overview: Job Description: 1. Strong understanding of PeopleSoft HCM Functionality 2. Understanding of all configuration for HCM. 3. Knowledge of People...
$92.87k - $152.57k
...external referral sources and provide stellar service to the existing client base. Minimum Qualifications Bachelor’s Degree in Business, Finance or Economics, or equivalent work experience, is required. Must have at least two years of relevant sales experience. Previous...Work experience placementFlexible hours$23.39 - $35.78 per hour
Description This role is onsite. Make a meaningful difference in patients' healthcare journeys while building your career with Swedish Health. At Swedish Health, we believe every patient deserves compassionate support and clear guidance throughout their ...Minimum wageFull timeWork at officeShift work$64.7k - $120.4k
...to making a difference in the moments that matter for our colleagues, clients, and communities. The primary role of the Financial Consultant is to work with the Account Teams on assigned cases, providing complex financial analysis and utilizing modeling tools to...Minimum wageWork experience placementWork at officeRemote workFlexible hours- ...planning strategies. Opportunities in Bellevue WA for Investment Consultant Expertise We’re Looking For FINRA Series 7 & 63 required prior... ...level Mid-Senior level Employment type Full-time Job function Finance, Sales, and Business Development Industries Financial Services...Full time
- The Financial Advisor plays a key role in delivering comprehensive, fiduciary-driven financial planning and relationship management for an assigned portfolio of existing clients. This role is centered on service, planning, operational execution, and maintaining high client...Apprenticeship
$200k - $250k
Financial Advisor Location: Bellevue, Washington Salary: $200,000 - $250,000 base salary Status: Full-time; Hybrid (3 days in office per week) We are an independent advisory firm, and a team-oriented environment of motivated people who genuinely enjoy...Full timeWork at officeLocal area3 days per week$88k - $150k
Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering with business owners and their families through life-changing liquidity events and beyond. We serve ultra-high net worth founders, entrepreneurs, and first-generation wealth creators...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours$22.28 per hour
...Refer uninsured patients for Medicaid/Financial eligibility screening Prepare estimates of fees upon request from Patient Care Consultants Review payment options with patients Primary Job Responsibilities: Interview patients and determine appropriate...Hourly payFull timeTemporary workWork at officeLocal areaTrial periodMonday to FridayShift workDay shift$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office- MassMutual Northwest MassMutual Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development to help...Flexible hours
- ...Assistance Refer uninsured patients for Medicaid/Financial eligibility screening Prepare estimates of fees upon request from Patient Care Consultants Review payment options with patients PRIMARY JOB RESPONSIBILITIES Interview patients and determine appropriate insurance...Work at officeTrial periodMonday to FridayDay shift
- Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow...
$45k - $75k
Financial Representative Note: Fidelity will not provide immigration sponsorship for this position. The Role We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and ...Full time- ...the tech space, and a desire to change the industry Strong organizational, leadership, and written communication skills BS or BA in Finance, Accounting, or other related major preferred Benefits Comprehensive health coverage: Medical, dental and vision 401k plan...Work at officeRelocationMonday to FridayFlexible hours
$60k - $75k
The Role Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional...Full timeWork at office- ...impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-...Full timeWork at office
$100k - $250k
We are seeking experienced, driven, and focused Financial Advisors to join our fast‑growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient...$70k - $80k
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
- ...pass a background and credit check Experience in an independent financial services firm preferred Bachelor’s degree, preferably in finance, accounting, or related field Impeccable SEC and FINRA record, clean U4 CPA or EA with personal income tax experience a very...Work at office
- Bank of America is seeking a client-focused financial advisor to help clients achieve financial goals by planning with investments and banking products. The role includes triaging leads, making referrals, and reviewing goals with clients. The position requires licensing...Work at officeShift work
- Boeing Employees Credit Union (BECU) is hiring a Member Consultant II to deliver high-quality member experiences across branches in the Central District. You will apply product knowledge to meet member needs, guide financial solutions, and refer complex cases to specialists...
- UW Medicine Insurance Eligibility and Financial Counseling Services Team (IECS) has an outstanding opportunity for a Patient Financial Counselor - Front Desk Patient Support . WORK SCHEDULE 40% FTE (16 hours per week) Variable Shift Onsite position at Harborview Medical...16 hoursWork at officeShift work
$60k
Job Description CHOOSE A CAREER THAT ALLOWS YOU AND YOUR CLIENTS TO LIVE LIFE DIFFERENTLY! Northwestern Mutual has more than 170 years of experience in changing people’s lives, personally, professionally, and financially. WE ARE NORTHWESTERN MUTUAL Fortune 500 Ranked...Full timeWork at officeRemote work
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