Investment Consultant II: Client-Focused Trading Advisor
Bank of America Financial Center
Bank of America in Chandler, Arizona is seeking a financial advisor to provide prospects and self-directed investors with financial guidance tailored to their needs. This role involves educating clients about investment products and services while delivering exceptional customer service. Qualified candidates will have Series 7 and 66 or equivalent and strong interpersonal skills. The position requires the ability to adapt to a fast-paced environment and multi-task effectively, ensuring client satisfaction and compliance with regulations. #J-18808-Ljbffr
- ...seeking a Financial Solutions Advisor Stage I in Chandler, Arizona.... ...develop key skills for advising clients on financial solutions. You'll... ...Solutions Advisor Stage II. This position offers comprehensive... ...responsible growth and a strong client focus. #J-18808-Ljbffr Bank of...Suggested
- Edward Jones is seeking a financial advisor in Gilbert, Arizona. This role focuses on developing a client base and personalizing financial solutions. Successful candidates will leverage firm support to excel in relationship building and managing branch operations. The ideal...Suggested
- ...Investment Consultant II - Merrill Premium Chandler, Arizona To proceed... ...and how we deliver for our clients, teammates, communities and... ...clients with their servicing and trading needs through inbound and... ...of call resolution Focus on client satisfaction Desired...SuggestedWork at officeFlexible hoursShift workDay shift
- ...Financial Solutions Advisor - Registration... ...for our clients, teammates, communities... ...core banking, investment solutions and... ...Advisor Stage II, where you will... ...a defined consultative approach with clients... ...and Client Focus Portfolio Management... ...Management Trading Minimum...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- A major financial institution in Tempe seeks a client-focused Financial Advisor to provide comprehensive advice and customized solutions, guiding... ...The ideal candidate holds Series 7 & 66 licenses and has investment industry experience. Strong interpersonal skills and...Suggested
- Bank of America seeks a National Financial Solutions Advisor (NFSA I) in Chandler, Arizona. In this role, you will leverage our financial services to provide comprehensive advice to clients, build relationships, and collaborate with partners to meet financial needs. Ideal...
$18.9 - $23.63 per hour
...Personal Banker I or II (DOE) Join Us in Making an Impact At OneAZ Credit Union, our success is measured only by yours. We'... ...by opening accounts, facilitating loans, and following up with client-focused outreach. Build relationships, rapport, and OneAZ's brand in...$45k - $100k
...crossroads, a career as a financial advisor may be the right change for... ...advisors partner with clients to help them achieve their long... ...S. and Canada than any other investment firm, serving over eight million... ...lighten the load so you can focus on your clients A support...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$50k
...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re... ...to be privately-owned, placing the focus on our clients rather than... ...the U.S. and Canada than any other investment firm, serving over eight million clients...Work at officeWork from homeHome officeFlexible hours- ...Financial Solutions Advisor - East Valley Phoenix Area Phoenix... ...Growth and delivering for our clients, teammates, communities and shareholders... ...to review financial and investment goals, building a financial... ...Customer and Client Focus Oral Communications Active...Temporary workWork at officeMonday to FridayShift workDay shift
- ...Financial Solutions Advisor - Participant Services (Series 7 required... ...and delivering for our clients, teammates, communities and shareholders... ...more about markets, and investments, the Participant Services... ...Branding Customer and Client Focus Oral Communications...Temporary workWork at officeShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...business where you can help your clients achieve their goals through... ...as a financial representative focused on client-building and... ...Protection · Education Funding · Investment & Advisory Services · Trust Services...Full timeContract workFor contractorsWork at office$63.2k - $104.2k
A financial services firm in Tempe, AZ is seeking a Financial Advisor to serve smaller clients while maintaining their connection to local branch teams. Candidates should possess current Series 7 and 66 licenses, with experience at Edward Jones being preferred. Responsibilities...Remote jobLocal area- ...financial services firm in Tempe, Arizona is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You... ...beginners to high-net-worth individuals, offering personalized investment solutions and fostering long-term relationships. The ideal...
- Virtual Advisor (MSVA) is Morgan Stanley’s wealth management offering for mass affluent clients with a specific focus in the coveted Next-Gen retail space. Virtual Advisor operates out... ...services firm providing a wide range of investment banking, securities, investment...Worldwide
- ...individuals to join our team of Financial Advisors who want to participate in a... ...and experienced advisors * Meet with clients and ask questions to assess their financial... ...interpersonal skills and customer service focus * Market development/networking abilities...Work experience placementFlexible hours
- U.S. Bank is hiring a Wealth Management Advisor in Chandler, Arizona. This role leads investment planning, advising clients on tailored portfolios, and delivering investment management services. The ideal candidate will possess a Bachelor's degree and 3-5 years of financial...
- Bank of America is seeking a motivated Client Engagement Specialist in Chandler, Arizona. This role focuses on engaging clients in the lobby, assisting with transactions via self-service resources, and building strong relationships to meet their financial needs. The ideal...Full timeDay shift
- Edward Jones is looking for a Client Relations Financial Representative (CRFR) based in Tempe, AZ. This role involves advising and supporting clients when their Financial Advisor is unavailable, especially during complex situations. Candidates should have at least 3 years...
- ...Job Description Financial Advisor Jobs at First Command: Shaping... ...financial principles and a client-first philosophy. We inspire... ...military families, you will focus on financial plans that are constantly... ...Savings/banking Investments/wealth management Insurance...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're... ...to be privately-owned, placing the focus on our clients rather than shareholder... ..., service, market, and general investing knowledge. Experience as an Edward Jones...Temporary workWork at officeLocal areaRemote workWork from homeHome officeMonday to FridayFlexible hours3 days per week
- ...Financial Solutions Advisor - Bilingual Spanish (Series 7 and 6... ...and 66 required) that provide clients with holistic financial... ...service solutions that meet their investment, savings and liability... ...Advisory Center (MEAC) is a consultative platform that provides mass...Work experience placementWork at officeImmediate startFlexible hoursShift workDay shift
- ...What's the role? Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your secondary role will be to develop your clientele and...Full timeFor contractorsWork at officeMonday to FridayFlexible hours
- ...Head of Advisor Compensation (M4) - Kestra Financial... ...and provide superior client service. With a culture... ...with its personalized consulting services, offers exceptional... ...securities and investment advisory services to their... ...and ensuring the team focuses on service, accuracy...Permanent employmentFull time
- A premier financial services firm in Tempe seeks a Client Service Director to deliver exceptional service to financial advisors. This pivotal role requires over 8 years of client service experience and the ability to manage escalations effectively. The ideal candidate...
- A leading financial services firm is seeking a Client Service Director in Tempe, Arizona. This role involves managing client interactions and ensuring a high level of service to financial advisors. Candidates must have over 8 years of experience in client service and strong...
- Bank of America is seeking a Financial Solutions Advisor in Chandler, Arizona, to engage clients in goals-based conversations and provide financial education. You will work within a contact center, collaborating with internal partners to assist Merrill 401(k) and Equity...Work at office
- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...with clients to review financial and investment goals, building a financial plan, and recommending... ...Experience Branding Customer and Client Focus Oral Communications Active Listening...Temporary workWork at officeMonday to FridayShift workDay shift
- ...financial advisory firm in Chandler, Arizona, is seeking Financial Advisors who are passionate and determined to make a positive impact... ...a self-motivated approach, and the ability to build long-term client relationships. A competitive compensation package and flexible...Flexible hours
- Job Overview Financial Solutions Advisor (FSA) is a phone-based, licensed advisor (Series7 and66 required) who provides clients with holistic financial advice and guidance by identifying... ...product and service solutions for investment, savings, and liability management....Monday to FridayShift workDay shift
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