Manager, Financial Consultants
GuideStone Financial Resources
- # Manager, Financial ConsultantsApplylocations: Dallas, TXtime type: Full timeposted on: Posted Yesterdayjob requisition id: R2032## ****Experience GuideStone!****We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.## ****What We Offer You!****We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.The **Manager, Financial Consultants** provides leadership to a team of financial consultants, ensuring effective execution of client engagement strategies and day-to-day activities. Responsible for managing team performance and supporting the implementation of business strategies and initiatives. We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands (Psalm 78:72).**What You'll Do:****Team Leadership & Execution*** Lead and manage a team of financial consultants* Provide coaching and support to drive consistent performance**Operational Management*** Oversee daily workflows to ensure efficient execution of team activities* Ensure accurate tracking and reporting of activities and outcomes* Monitor performance and address gaps to improve team effectiveness and member outcomes**Initiative Support*** Drive execution of business strategies and initiatives to support operational effectiveness and member growth and retention outcomes* Collaborate with leadership and leverage guidance to support execution* Identify opportunities to improve processes and workflows**Supervisory Responsibilities and/or Relationships*** Responsible for full scope of supervision including reviewing performance of assigned staff.**What You'll Need:*** 3+ years of relevant experience in financial services or client engagement roles* Bachelor’s degree or equivalent work experience required* Experience managing teams or leading in a performance-driven environment* Understanding of financial products and client service practices* Ability to manage multiple priorities and execute operational and strategic initiatives* Series 6 and 63 securities license or ability to get within 6 months* Strong communication, organizational, and interpersonal skills#LI-Hybrid
- J-18808-Ljbffr GuideStone Financial Resources
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Manager, Financial Consultants in Dallas, TX vacancy
- ## Senior Manager, Financial ConsultantsApplylocations: Dallas, TXtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R18... ...and tuition reimbursement.The **Senior Manager, Financial Consultants** provides leadership, direction, and accountability for the...SuggestedWork experience placementFlexible hours
- ...is collaborating with Vanguard to connect them with exceptional professionals for this role. As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firm’s more sophisticated and affluent clients...SuggestedWork experience placement
Vanguard
Dallas, TX2 days ago - ...Vanguard offers. We’re excited to offer an opportunity for a Financial Consultant to join our mission of empowering our clients to take... ...holdings. Offer thoughtful situational guidance or position our managed advice services when appropriate, ensuring clients know...Suggested
Vanguard
Dallas, TX17 days ago $99k - $232k
...Up to 60% A career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside... .... Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes...SuggestedFull timeH1bPwC
Dallas, TX2 days ago- ...Financial Consultant Dallas, TX| Remote & Hybrid Flexibility | Training Provided Build a Career With Long-Term Income Potential We are expanding... ...experience in sales, customer service, hospitality, management, or business development is helpful but not required. If you...SuggestedFull timePart timeFor contractorsRemote workFlexible hours
Atlasfinancialsolutions Co
Dallas, TX3 days ago $10k
...have to wear the "many hats" of a typical Financial Professional. No prospecting required.... .... You will report to your group manager whose previous experience in the role will... ...unparalleled service ~ A thoughtful consultative approach with an emphasis on client focus...Work experience placementWork at officeWork from homeFisher Investments
Grand Prairie, TX3 days ago$66k
...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our... ...also offer commercial banking, wealth management, investment management, insurance and risk... ...knowledgeable and client-focused Financial Consultant to join our team at Nottingham...Local areaOneGroup
Syracuse, NY14 hours ago$10k
...have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use... .... You will report to your group manager whose previous experience in the role will... ...equivalent work experience ~ A thoughtful consultative approach with an emphasis on client...Work experience placementWork at officeWork from homeFisher Investments
Dallas, TX4 days ago$72.8k - $130k
...together. This role sits within the 340B finance team supporting financial planning, forecasting, reporting, and strategic partnership... ...initiatives across the organization Demonstrate agility in managing competing priorities and evolving business needs while...Minimum wageFull timeWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift workUnitedHealth Group
Dallas, TX3 days ago$68k - $75k
Water Utility Financial Analyst/Consultant Key Roles Develop financial models in Microsoft Excel to help utilities forecast their costs, revenues... ...skills Highly organized, with the ability to self-manage multiple priorities and deadlines Ability to transform, combine...Full timeWork at officeLocal areaWork from homeWork visaFlexible hours2 days per week$131.01k - $251.97k
...areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Manager in Financial Due Diligence for our Deal Advisory practice. Responsibilities : Manage buy-side and sell-side transaction...Work experience placementH1bLocal areaKPMG
Dallas, TX2 days ago$100k
Texas Financial Advisors provides the ability to create your own financial success by helping... ...progress over time Provide ongoing consultation and support Features of this Position... ..., analyzing investment portfolios, management, and portfolio recommendations, marketing...Permanent employmentFull timeWork at officeLocal area- ...assessments across investment disciplines. The successful applicant will assist senior team members with various tasks, contribute to financial analyses, and participate in process improvements. The role requires a Bachelor’s Degree in a related field and at least 3 years...
- GuideStone Financial Resources in Dallas, TX is seeking a Senior Manager of Financial Consultants to lead and develop a team focused on member engagement and retention. This role requires over 5 years of experience in financial services, with a strong understanding of...Flexible hours
- ...acquisition financings, and private credit facilities. Candidates should possess outstanding drafting skills, be diligent and proactive, and be prepared to assume significant responsibility for deal management, client interaction, #J-18808-Ljbffr Dormont Manufacturing CoWork at office
$99k - $232k
...Up to 60% A career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside... .... Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes...Full timeH1bPwC
Dallas, TX3 days ago- ...success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers... ...and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking...Work at officeImmediate startDay shift
Texas Capital Bank
Dallas, TX1 day ago - ...Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch... ...credit cards, CDs, personal/business loans, and ideally other financial services Comfortable with outbound customer calls and has a Sales...Contract workFor contractorsWork at office
The Intersect Group
Dallas, TX3 days ago - Vanguard is seeking a Financial Consultant to empower clients in achieving their financial futures. The role involves engaging leads, conducting financial needs analyses, and managing a diverse book of business. The ideal candidate will have strong consultative sales skills...
- Company Overview CORDA Investment Management, LLC is a client-centered wealth management... ...bring together investment management, financial planning, and tax strategy in one integrated... ...! Business Development / Financial Consultant We’re seeking a business development-minded...Permanent employment
$70.6k - $103k
The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and... ...Business Acumen Business Development Client Relationship Management Commercial Mindset Communication Financial Markets Impact Inspires...Hourly payWork experience placementImmediate start$85.2k - $145.2k
Overview The Financial Solution Consultant is an integral member of the strategic implementation organization. The SC is responsible for successful... ...’s business requirements. They play a critical role in managing and providing strategic guidance on full life‑cycle...Flexible hours- Work Authorization: The Workday Financials/Professional Services Automation Senior Principal Consultant - Global Application Managed Services (AMS) is a well experienced post-production professional who is dynamic, fast-paced, and familiar with the managed services construct...Permanent employmentContract workLocal area
- About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada, Mexico...Remote jobExtra incomePart time
- Atlasfinancialsolutions Co is looking for a Financial Consultant in Dallas, TX. This role involves working with clients to create financial strategies, with flexible remote and hybrid work options. The position offers a commission-based compensation structure, ongoing...Remote jobFlexible hours
- ...Financial Consultant Investments The role of the Financial Consultant Investments is to establish value-added relationships with customers... ...appropriate solutions, engaging in customer relationship management activities to increase wallet share per client and seek cross...
$72.8k - $130k
...Financial Consultant This position is national remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you... ...Preferred Qualifications: Ability to work independently and manage priorities with minimal supervision Ownership mindset...Remote jobMinimum wageFull timeWork experience placementLive inWork at officeLocal areaMonday to FridayShift work$91.7k - $163.7k
...Senior Financial Consultant This position is national remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S... ...per week. Primary Responsibilities will be indirect rates management, strategic financial planning and financial forecasting...Minimum wageFull timeContract workWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift work- ...Summary: Plans, organizes and directs all aspects of the financial department including the development/administration of policies... ...auditing and billing. Responsibilities: Interacts with senior management to develop the strategic plan, including its financial...Full timeMonday to Friday
Christus Health
Irving, TX14 hours ago $123.25k - $145k
Job Title Manager, Financial Analysis Hub (Multifamily) Job Description Summary The Capital Markets Financial Analysis (“CMFA”) Hub Manager is a multifamily subject matter expert responsible for the day-to-day management of the CMFA Hub’s delivery of financial analysis...Minimum wageWork experience placementWork at officeLocal areaRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Manager, Financial Consultants. Be the first to apply!
Related searches
- client finance manager Dallas, TX
- finance manager real estate Dallas, TX
- finance executive Dallas, TX
- entry level finance manager Dallas, TX
- remote financial manager Dallas, TX
- mercedes benz finance manager Dallas, TX
- finance accounting manager Dallas, TX
- assistant director of finance Dallas, TX
- marketing finance manager Dallas, TX
- logistics finance manager Dallas, TX