Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Strategic Financial Solutions Consultant

EPC Eneric Petroleum Corp.

Cambridge Investment Research is seeking a driven Client Solutions Consultant to support and grow relationships with Cambridge Financial Advisors. This role is ideal for a sales professional who thrives in a relationship-focused environment and enjoys helping advisors deliver comprehensive financial solutions to their clients. As a Client Solutions Consultant, you will act as a trusted partner—proactively identifying opportunities and recommending tailored solutions across financial planning, #J-18808-Ljbffr EPC Eneric Petroleum Corp.

Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Strategic Financial Solutions Consultant in Phoenix, AZ vacancy
  • $70k - $92.5k

     ...is based on the idea that transforming financial lives starts by giving our people the freedom...  ...on top of the base pay. The Wealth Solutions Advisor at Empower works with individual...  ...regulations etc., in support of strategic department and firm initiatives. What... 
    Suggested
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Remote work
    Work from home
    Work visa
    Relocation package
    Flexible hours

    Empower Careers

    Phoenix, AZ
    21 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7, Series 66) and build advisory skills within its financial centre network. You’ll deliver banking and investment solutions, focus on client care, and... 
    Suggested

    Bank of America Corporation

    Phoenix, AZ
    1 day ago
  • Bank of America is hiring for a Financial Solutions Advisor Stage I. This role focuses on obtaining SIE, Series 7, and Series 66 licenses and learning foundational advisor skills to help clients with banking and investment solutions. It starts in a financial center and... 
    Suggested
    Work at office

    Bank of America

    Phoenix, AZ
    3 days ago
  • $115k - $140k

     ...Associate to join as an early member of our Strategic Finance & Corporate Development team. In...  ...leader and help architect our long-term financial foundations. You will... Provide...  ...Strategy: Help explore CapEx financing solutions and support treasury strategies to... 
    Suggested
    Full time
    Work at office
    Work from home
    Flexible hours

    Waabi

    Phoenix, AZ
    20 days ago
  • $51.8k - $95.9k

     ...Wealth Sales & ServiceProvides financial and investment planning and...  ...a comprehensive banking solution in the best interest of the...  ...solutions.Supports the execution of strategic initiatives in collaboration...  ...team to apply a consultative sales process and continually... 
    Suggested
    Part time

    Bmo

    Phoenix, AZ
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern...  ...Services · Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern...  ...Company commissions and fees, Strategic Employee Benefits Services commissions,... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Phoenix, AZ
    1 day ago
  •  ...Financial AdvisorIn this pivotal role, the Financial Advisor will be responsible for overseeing...  ...and implement financial planning solutions for clients and perform complex research...  ...financial plans based on client needsProvide strategic advice and manage money to reflect... 
    Full time
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Moors & Cabot

    Phoenix, AZ
    1 day ago
  •  ...clients in the lobby, assist with cash and self-service transactions, and gain in-depth knowledge of clients' financial priorities. You will connect clients to solutions that align with their goals and ensure accuracy in cash handling. The role emphasizes risk culture,... 
    Weekend work

    NBMBAA

    Phoenix, AZ
    3 days ago
  •  ...while delivering accurate cash handling and service. You'll build relationships, understand client needs, and connect them to banking solutions, with a focus on compliance and exceptional service. This role requires weekend availability and travel as needed, with a 40-hour... 
    Weekend work

    Bank of America

    Phoenix, AZ
    2 days ago
  • BMO Financial Group seeks a customer-focused professional to deliver tailored financial solutions across banking, lending, and investments. You will proactively engage existing customers and prospects, identify needs, and present tailored options through in-branch or digital... 

    BMO U.S.

    Phoenix, AZ
    18 hours ago
  • $44.65 - $74.41 per hour

    Department Name:Financial Plng & Decision SuppWork Shift:DayJob Category...  ....The Decision Support Consult provides decision support business...  ...inform an organization’s strategic and tactical business decisions...  ...the organization to deliver BI solutions. Engages key stakeholders as... 
    Work experience placement
    Live in
    Monday to Friday
    Shift work

    Banner Health

    Phoenix, AZ
    1 day ago
  • $90k - $128k

     ...Senior Receivables Solutions Advisor The Senior Receivables Solutions Advisor is responsible...  ...identifying opportunities, providing strategic receivables solutions, and...  ...TMs' clients and prospects. Establish consultative sales approach to recommend and demonstrate... 
    Contract work
    Temporary work
    Local area
    Flexible hours

    FirsTech

    Phoenix, AZ
    2 days ago
  •  ...to empower clients and employees alike through secure strategic and scalable technology solutions Were looking for talent that thrives in a culture of...  ...trusting relationships withour clients providing strategic consultative services aimed at enhancing our clients ITexperience... 
    Temporary work
    Local area

    Integris

    Phoenix, AZ
    18 hours ago
  • ViaPath Technologies is seeking a Technical Solutions Consultant to guide correctional agencies through technology journeys. You will apply strategic insight, demonstrate products, and build executive-level relationships across operations and IT to maximize solution adoption... 
    Remote job

    ViaPath Technologies

    Phoenix, AZ
    1 day ago
  •  ...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...  ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Phoenix, AZ
    more than 2 months ago
  •  ...seeking a highly motivated Technical Solutions Consultant (TSC) to join our customer-facing advisory...  ...by providing guidance, expertise, and strategic support that improves adoption,...  ...Free, confidential support for personal, financial, and family matters. Additional Well‑... 
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Flexible hours

    ViaPath Technologies

    Phoenix, AZ
    1 day ago
  •  ...Like: Partnering with teams across APS to analyze processes, identify improvement opportunities, and turn insights into practical solutions. Supporting planning and portfolio health by developing clear, accurate reports and dashboards that leaders can rely on. Helping... 
    Work experience placement

    Arizona Public Service Company

    Phoenix, AZ
    18 hours ago
  • About the job Financial Consultant (Remote) Stay Active and Make a Difference with a Flexible, Remote Financial Consulting Role About Us: We...  ..., Mexico, and beyond, we offer personalized financial solutions that truly make a difference in our clients' lives. Why This... 
    Remote job
    Extra income
    Part time
    Work from home
    Flexible hours

    Melius Consulting

    Phoenix, AZ
    4 days ago
  • Melius Consulting is seeking a Financial Consultant to guide clients toward financial independence from home. This remote, part-time role leverages your experience to assess needs and tailor solutions, with flexible 5-10 hours per week. Requirements include a valid state... 
    Remote job
    Part time
    10 hours per week
    Flexible hours

    Melius Consulting

    Phoenix, AZ
    1 day ago
  • $26.83 - $38.61 per hour

    What You’ll Do Principal is seeking financial professionals to join our Retirement and Income Solutions - Principal Connection team. As a Financial Consultant I , this role provides expert investment advisory services through our call center to a diverse client base, including... 
    Hourly pay
    Permanent employment
    Temporary work
    Work experience placement
    H1b
    Remote work
    Monday to Friday
    Shift work

    Principal Financial Group

    Phoenix, AZ
    3 days ago
  • $60k - $75k

     ...who want to build a long-term career in financial services. This role is ideal for...  ...with full-fledged financial planning and consulting. Consultants typically start with us on...  ...and educational opportunities Provide strategic recommendations for products, plans, investments... 
    Part time
    Immediate start
    Remote work
    Flexible hours

    Monarch Legacy Partners

    Phoenix, AZ
    7 hours ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins...  ...business knowledge by using a defined consultative approach with clients to systematically... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Phoenix, AZ
    15 days ago
  •  ...position provides analytical support for the financial positioning and future growth of...  ...indicators to achieve overall system and entity strategic goals and objectives. CORE FUNCTIONS 1....  ...methods and techniques for obtaining solutions. Position interacts with Regulatory... 
    Weekly pay
    Daily paid
    Full time
    Remote work
    Flexible hours
    Shift work

    Banner Health

    Phoenix, AZ
    3 days ago
  • Job Title:Enterprise Risk Management (ERM) Senior Manager - Strategic RiskLocation:CityScapeWhat you'll do:Excited to grow your career...  ...related experience in Risk Management, Internal Audit, SOX, and/or Financial Institutions.Advanced knowledge and experience with risk and... 
    Full time
    Work at office

    Western Alliance Bancorporation

    Phoenix, AZ
    18 hours ago
  •  ...Description Job Description Sequoia Financial Group is a growing Registered...  ...team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly. Our firm...  ...provide comprehensive, client-focused solutions, leveraging the strengths of... 
    Full time
    Contract work
    Work at office

    Sequoia Financial Group Llc

    Phoenix, AZ
    20 days ago
  • Desert Financial Wealth Services LLC is seeking a Paraplanner in Phoenix to support financial advisors by researching goals, risk profiles, and investment options, and by preparing detailed plans and documents. You will collaborate across teams, manage client data securely... 

    Desert Financial Wealth Services LLC

    Phoenix, AZ
    18 hours ago
  • Financial Representative Job descriptionChoose a career where changing someone else's life for the better is also life-changing for you...  ...relationships by offering personalized, industry-leading solutions to help them protect what they've worked so hard to achieve, while... 

    Northwestern Mutual

    Phoenix, AZ
    2 days ago
  •  ...FA Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial... 
    Work at office
    Flexible hours

    LinkedIn

    Phoenix, AZ
    1 day ago
  • $90k - $100k

     ...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We Looking For?Are you passionate about helping...  ...provide comprehensive financial planning, investment management solutions, and risk management to retirement plan participants,... 
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    Phoenix, AZ
    1 day ago
  • $130k - $150k

    Health Solutions Actuarial Consultant Locations: Phoenix Arizona, Salt Lake City, UT, Denver CO, Seattle WA, Portland OR, San Francsico, CA Aon...  ...clients, as well as potential alternatives. Participate in strategic discussions with clients. Effectively lead actuarial... 
    Full time
    Temporary work
    Part time
    Local area

    Aon

    Phoenix, AZ
    18 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Financial Solutions Consultant. Be the first to apply!