Strategic Talent Sourcer for Financial Services & Advisors
Trajan Wealth LLC
Trajan Wealth LLC in Scottsdale is seeking a proactive Sourcing Specialist to identify, engage, and build pipelines of qualified candidates across financial services, wealth management, accounting, and related fields. This full-time role is 100% onsite at our Scottsdale corporate office, collaborating with recruiters and hiring managers nationwide. The ideal candidate has 5+ years in talent sourcing, with strong LinkedIn Recruiter experience, passive candidate engagement, and excellent #J-18808-Ljbffr Trajan Wealth LLC
- Trajan Wealth in Scottsdale seeks a Financial Analyst to join the Internal Finance Group. You will support strategic planning, financial modeling, and operational reporting across platforms, reporting to the Finance Director and working with executive leadership to analyze...Suggested
- Cardone Ventures is seeking a Finance Services Consultant at our Scottsdale, AZ office to deliver strategic financial guidance for clients. You will analyze statements, build budgets, and forecast revenue, working closely with clients to align plans with short- and long...SuggestedTemporary workWork at office
- ...growing Registered Investment Advisor, seeks a proactive Sourcing... ...to build pipelines for financial services roles nationwide. You will identify... ...passive candidates, map talent markets, and partner with recruiters... ...benefits, with a focus on strategic talent acquisition in wealth...SuggestedWork at office
- ...years of finance experience to support monthly closing, forecasting, and board reporting. The role will perform analyses, prepare financial packages, ensure US GAAP compliance, and collaborate with cross-functional teams to drive accurate results. Strong Excel and PowerPoint...Suggested
- Software Guidance & Assistance, Inc. (SGA, Inc.) is seeking a Senior Financial Analyst for a contract assignment in Scottsdale, AZ. This role entails delivering high-quality financial analysis and insights, supporting business decision-making, and collaborating with cross...SuggestedContract work
- ...- DDAT in Scottsdale, AZ. The role reports to the Lead Director, DDAT Finance and focuses on consolidating and reporting monthly financials, variance analysis, and creating management materials for forecasts and budgets. Ideal candidates have 3+ years FP&A experience,...
- A consulting firm specializing in financial strategies is seeking a 10X Finance Analyst. In this role, you will provide strategic financial advice and help clients optimize their financial plans. The ideal candidate has a strong background in finance, analytical skills,...Full time
- Talking Stick Resort in Scottsdale, AZ is seeking a Senior Financial Analyst to join the Finance team. You will develop financial models... ...and advise on budgeting and forecasting activities to support strategic decisions. The role requires 3-5 years of experience in...
- PNC Wealth Management is seeking a Wealth Advisor based in Arizona. The role focuses on consulting on investment and insurance strategies, developing financial plans, and growing a book of business with a superior client experience. Candidates typically have a university...
- Vanguard is seeking a Financial Consultant in Scottsdale, Arizona, to empower clients by guiding them to make confident financial decisions... ...sales approach, with a minimum of three years in financial services. You will convert leads and provide personalized analyses to...
$77k - $85k
...workforce planning and retention, recruiting, talent management, and HR-related legal... ...and business leaders and provide seamless strategic and transactional HR support. Serve as employee... ...resolution. Provide positive customer service by responding to employee and manager on...H1bWork at officeLocal areaRelocationVisa sponsorshipFlexible hours- ...company is seeking an experienced Corporate Recruiter to manage full life cycle recruiting. This mid-senior level role involves building talent pipelines, developing sourcing strategies, and supporting compliance in hiring. Candidates should have over 5 years of recruiting...Remote job
$90k - $100k
...digital platforms, identifying strategic opportunities to reach and... ...technology to offer a suite of services that include state-of-the-art... ...strategy and results to financial goalsUnderstanding of digital... ...ethical business. We hire local talent at all levels regardless of race...Local area- ...The Sr. Talent Acquisition Specialist is responsible for helping us achieve our hiring goals by identifying ways to optimize and expedite... ..., and support other roles that may be falling behind Execute strategic planning that tailors hiring, benefits, career development,...
- ...empower healthcare entities of all sizes to connect with exceptional talent swiftly and efficiently, leveraging a platform that marries... ...personal brand , expanding your reach, and recruiting with a strategic approach akin to Fortune 500 companies. We seek driven,...Permanent employmentContract workImmediate startFlexible hours
- ...participants by delivering personalized financial advice, portfolio management... .... As a Vanguard Situational Advisor (VSA) within our Concierge... ...of advice delivery for a strategic client relationship. Success... ...to influence an evolving service model, proactively engage participants...
- StandardAero is seeking anSenior FP&A Analyst in Scottsdale, AZ to lead financial planning and analysis across corporate functions. You will forecast, perform month-end close, variance analysis, and drive profitability improvements while partnering with business leaders...
$100k - $250k
...Financial Advisor OpportunityWisepath Recruiting (a specialized recruiting division of Wisepath Group) has been exclusively retained to recruit... ...philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire...Work at officeLocal area$30 per week
...for leading enterprise-wide financial planning, budgeting, forecasting... ...performance management, and strategic decision support across ASU... ...The role serves as a trusted advisor to executive leadership, integrating... ...to provide an ecosystem of services to create solutions and...Work from home2 days per week$46.99k - $112.2k
...candidate will be responsible for consolidating and reporting financials on a monthly basis including variance reporting vs plan and forecast... ...and talking points for forecasts, budgets, and the multi-year strategic plan. This role will work closely with FP&A leads across DDAT...Hourly payFull timeTemporary workLocal area- GPS Insight, LLC is seeking a Financial Analyst to join our FP&A team in Scottsdale, AZ. You will act as a cross-functional business partner... ...leaders across our brands, contributing to data-driven decision making and strategic initiatives. #J-18808-Ljbffr GPS Insight, LLC
- ...depends on it. We believe that financial peace of mind forms the... ...combination. As a Financial Advisor at Touchstone Wealth , you will... ...touchstone in the financial services industry. Consider becoming a... ...and wealth management needs Strategic alliance programs that can help...Local areaFlexible hours
$110k - $130k
...Setting: Fully Onsite Finance Advisor Website POSITION SUMMARY... ...of the 10X Finance Services Consultant will include offering strategic advice on the financial forecast you develop which will... ...ethical business. We hire local talent at all levels regardless of race...Full timeContract workTemporary workWork experience placementWork at officeLocal area- ...seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...families to develop personalized financial strategies and help clients... ...leverage an industry-leading strategic platform of one of the... ...With centralized back-office services, resources, and technology, our...
- ...Promotes Vanguard's products and services to clients by partnering with... ...offer an opportunity for a Financial Consultant to join our... ...passion for client success, your strategic sales mindset, and your consultative... ...a liaison between clients, advisors, and service teams to ensure...
- Radix, based in Scottsdale, is seeking a Director of Finance to steer financial planning and strategic investments as the company scales a fast-growing SaaS platform. You will partner with executive leadership to align capital allocation with growth while maintaining financial...
- ...Pravati Capital team and lead full-cycle financial operations for our high-growth... ...acquisitions structured through MSO (Management Services Organization) and ABS (Alternative Business... ...modeling, cash flow forecasting, and strategic decision-making Mentor and provide guidance...
$80k
...Office\" wealth management services to entrepreneurs... ...highly entrepreneurial advisors has resulted in an aggressive... ...Places to Work for Financial Advisors\", and are a... ...portfolio they need a strategic partner who can... ...with the right mix of talent, skills, and potential...Work at officeEasy work- First American Financial Corp. in Scottsdale, AZ is seeking an experienced finance professional to deliver monthly and quarterly analyses, reports, and presentations. You will build complex financial models, perform ad hoc analyses, and support budgeting and forecasting...
- ...contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will... .... Our comprehensive, holistic and strategic approach will harmoniously keep all parties... ..., efficiently handling sales and service, identifying sales and/or executing opportunities...Full timeTemporary workPart timeWork experience placementWork at office
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