Financial Consultant - Pension & Investment Advisor
Jobtailor
Jobtailor is seeking a financial services professional to provide in person and virtual counseling for participants, beneficiaries, and financial representatives, while educating and recommending product purchases. The role requires FINRA Series 7 and 63 licenses, and Life and Health Insurance licenses with multiple issuers within 120 days; strong relationship management and customer service skills are essential for successful client education and investment guidance. #J-18808-Ljbffr Jobtailor
- ...and developing a team of licensed retail bankers Handle large book of clients with complex financial profiles Design and customize coaching sessions to train bankers on investment strategies Conduct solo and joint appointments with bankers to identify potential clients...Suggested
- BMO Financial Group in Phoenix seeks an experienced financial professional to deliver integrated financial planning and investment guidance, collaborating with teammates to deliver comprehensive banking solutions for customers. You will identify client needs, provide solutions...Suggested
- A leading financial institution seeks a dedicated financial advisor to provide comprehensive client solutions. Responsibilities include developing financial plans... ...7 & 66 (or 63/65) license and experience in investment and financial services. Strong interpersonal skills...Suggested
- Bank of America in Phoenix seeks a qualified professional to provide personalized financial advisory services. The role includes planning and recommending investment strategies tailored to client goals in a fast-paced environment. Ideal candidates will hold necessary licenses...Suggested
- ...company’s success. As a Sr. Investment Advisor within PNC's Private Bank... ...introduction and expansion of financial services to the client.... ...Communications, Investment Consulting, Portfolio Management, Products... ...; 401(k) with PNC match, pension and stock purchase plans; dependent...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...coach and train licensed retail bankers, manage a diverse client portfolio, and drive sales growth. The role emphasizes investment strategies, financial solutions, and educating bankers on complex financial products. The ideal candidate leverages Series 7/66 licenses and...
- This role helps keep APS Operations running smoothly and effectively by bringing structure, insight, and coordination to complex business activities. By analyzing processes, strengthening systems, and supporting cross‑departmental initiatives, this position helps APS make...Work experience placement
- Job Title:Credit Portfolio Analyst IILocation:CityScapeWhat you'll do:The Credit Portfolio Analyst II works in Credit Administration and supports the institution’s LFI aligned risk, credit, and data ecosystem by managing analytical workflows, enhancing system functionality...Full time
- Provides in person and virtual counseling for participants, beneficiaries, and financial representatives Counsels participants on pension plans, tax deferred annuities, and other investment options Educates and recommends product purchases Provides exceptional customer...
- Thornburg Investment Management Inc. is looking for a Senior Investment Consultant to strategize sales of mutual funds and ETFs in... ...and strong relationships in financial services. Key responsibilities... ...relationships with financial advisors and executing a business plan...Remote job
- Merrill offers opportunities as an Interim Financial Advisor in the Phoenix area, focusing on engaging prospects and clients, presenting Merrill... ..., and building trust through expert recommendation of investment products tailored to objectives and risk profiles. Role requires...Interim role
- ...diligence information for potential land assets.• Assists in developing proformas, valuations, and underwriting for potential land investments.• Track critical date timelines for due diligence, takedowns, closings, and changes within new and existing projects.• Assist...Work experience placementRemote work2 days per week
$168k - $240k
...industriesAbout UsSlalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all... ...thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays,...Temporary workWork at officeLocal areaImmediate start- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their... ...to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth...
$72.8k - $130k
...a global scale. Join us to start Caring. Connecting. Growing together. This role sits within the 340B finance team supporting financial planning, forecasting, reporting, and strategic partnership activities. This position plays a key role in driving financial discipline...Minimum wageFull timeWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift work- ...and Public information on Business Entities and Individual.• Perform analysis of business entities and individuals to assess their financial condition with a focus on their ability to service their debt and/or pay rent• Assisting Loan Officers in completing reports used...Full timeWork at office
$164.78k - $314.96k
...USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service... ...comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time...H1bWork at officeRemote workRelocation package- ...retirement readiness and plan options. You will guide participants through employer-sponsored plans, explain benefits, and tailor investment strategies to individual goals. The role emphasizes needs-based conversations, asset growth, and collaboration with colleagues to...Remote job
- ...retirement plan participants achieve their long-term financial goals through personalized planning and investment guidance. Working closely with a cross-... ...partners, you will deliver high-quality one-on-one consultations covering retirement planning, investment strategies...Full time
- ...is seeking a Remote Licensed Director, Retirement Planner to join the TEMPA team and deliver personalized retirement planning and investment guidance to workplace participants. The role is remote but preferred to reside in the Greater Phoenix area, with some onsite work...Remote job
$77.12k - $138.81k
...USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional... ...include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time...H1bWork at officeRemote workRelocation packageFlexible hours- ...you will play a critical role in helping workplace retirement plan participants achieve their long-term financial goals through personalized planning and investment guidance. Working closely with a cross-functional team that includes the Managing Director, #J-18808-Ljbffr...Work at officeRemote work
- Fidelity Investments in the Greater Metro-Phoenix area seeks a Remote Licensed Director, Retirement... ...participants toward long-term financial goals through personalized planning and... ...guidance. You will deliver one-on-one consultations on retirement planning, income strategies...Remote job
- Company DescriptionIDEALFORCE has a CONTRACT position available immediately for a IT Security Analyst to join our customer in Phoenix Arizona. This is an ONSITE position. Please find below additional details about this job. Kindly respond with your most up to date resume...Contract workLocal areaImmediate start
- Western Alliance Bancorporation is seeking a Credit Portfolio Analyst II to support the LFI-aligned risk, data ecosystem, and analytics workflows. The role emphasizes Python, SQL, data transformation logic, and API integrations across systems. You will contribute to scalable...
$77.12k - $147.39k
...driven organization that is committed to providing competitive financial products, outstanding service, and trustworthy guidance—... ...AZ $149,760.00-$216,320.00 1 month ago Entry Level Management Consultant – Data Analyst Data & Reporting Analyst , Relay Operations Center...Full timeCurrently hiringWork at officeRemote workRelocation package$81.07k - $129.71k
...support rating and pricing, valuation, healthcare economics, and financial forecasting. Under general guidance, this role applies... ...cutting edge of health care delivery with a team that's deeply invested in the community. Work-life balance, flexibility, and the autonomy...Work at officeLocal areaRemote workFlexible hours2 days per week- ...role focusing on SMEs, with potential progression to a Relationship Manager position, leveraging strong client relationships and financial analysis skills. Join UOB to contribute to credit decisions, risk assessments, and reporting while developing a career in corporate...Overseas
- Job Title:Portfolio Manager ILocation:CityScapeWhat you'll do:The Digital Assets Group Portfolio Manager position is responsible for analyzing, structuring, underwriting, and coordinating the onboard of Blockchain and Digital Asset Business Deposit Accounts in compliance...Full time
$100k - $170k
...Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing. #J-18808-Ljbffr...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant - Pension & Investment Advisor. Be the first to apply!
- financial advisor part time Phoenix, AZ
- financial advisor development program Phoenix, AZ
- financial associate Phoenix, AZ
- junior oracle financial functional consultant Phoenix, AZ
- project finance associate Phoenix, AZ
- jde finance consultant Phoenix, AZ
- wealth advisor Phoenix, AZ
- senior wealth advisor Phoenix, AZ
- senior financial advisor Phoenix, AZ
- financial consultant Phoenix, AZ

