Financial Solutions Consultant
GSD Search LLC
GSD Search LLC is seeking a Product Consultant to handle inquiries from clients and financial advisors about annuities and investments. The role emphasizes educating clients on products, procedures, and regulations while maintaining high service levels. The ideal candidate will have a Series 6 or 7 license, 3+ years of customer service experience, and strong communication skills. This position requires precise documentation and teamwork within a compliant framework. #J-18808-Ljbffr GSD Search LLC
- ...Job Description Job Description Description: Job Summary: The Product Consultant is responsible for handling inquiries and responding professionally to clients and financial advisors regarding annuities and investments with Company. This position will have access...Suggested
- ...conversation skills. Delivers client well-being through tailored solutions aligned with clients’ wholistic needs, including deposits,... ...to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies...SuggestedTemporary workWork experience placementWork at office
- ...conversation skills. Delivers client well-being through tailored solutions aligned with clients' wholistic needs, including deposits,... ...to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...Financial Advisor Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management... .... For more advanced questions, being able to research solutions and/or work with other team members to find an answer. Ability...SuggestedTemporary workWork at office
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...building Adaptable to new information seeking the right solutions for clients Comfortable in your ability to think critically...SuggestedWork at officeWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary...Full timeContract workFor contractorsWork at office- ...part-time Banking Associate in Indiana to deliver exceptional service to customers and prospects while guiding them through financial solutions that fit their needs. You will work with branch colleagues and BMO partners to ensure a seamless customer experience, promote...Part time
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual’s proprietary...Work at office$1,000 per month
...a client's home. Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower... .... Ability to seek out new and creative ways to provide solutions to the customer's needs. Ability to demonstrate solid selling...Local area- ...contribute to the company’s success. As a Financial Advisor within PNC Wealth Management you... ...guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive... ...with their goals. Job Description Consults on investment and insurance strategies,...Full timeTemporary workPart timeWork experience placementWork at office
- ...wealth and commercial banking team. This is an excellent opportunity for a client-focused professional to deliver personalized financial solutions to high-net-worth individuals and business owners while leveraging the strength, sophistication, and stability of a premier...
$41.5k - $65.5k
...customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...Contract workPart timeLocal areaImmediate startDay shift$17 - $29.75 per hour
...relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for... ...Develop and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the...Full timeImmediate start- ...customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations...Full timeTemporary workPart timeWork experience placementWork at office
$20.67 - $31.25 per hour
...conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling... ...and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required...Hourly payWork experience placementDay shift- ...customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations...Full timeTemporary workPart timeWork experience placementWork at office
- ...advisory firm serving individuals and institutions. Industry Financial Services Type Privately Held About the Role The... ..., with a focus on delivering comprehensive wealth management solutions. This role is ideal for a polished advisor with over 10 years...
$70.35k - $205.8k
...we live and work. We are the industry-leader for building SAP solutions and we're curious and always learning. We're building the smartest... ...of ideas, experiences and backgrounds. You are a confident Consultant who spots and stays ahead of the SAP platform, industry and...Work experience placementLive inWork at officeLocal area- ...troubled assets. Facilitate client discussions regarding current financial performance, business trends, and other developments that may... ...the initiative to troubleshoot issues and recommend practical solutions. Effective verbal and written communication skills,...
- ...prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes... ..., and group presentations. Critical Success Competencies Consultative communication Ability to explain complex concepts simply Analytical...Work at office
- ...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of... ...to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of...Full timePart timeWork experience placementWork at office
- ...through transformational programs covering the full spectrum of consultancy, project delivery and post‑project operations. With offices... ...Create value stream mapping to quantify pain points and develop solutions to minimize waste (both in terms of speed and cost)....Contract workFor contractorsImmediate startWorldwide
- We Are:In Consulting we work with C-suite executives, leaders and boards of the world’s leading organizations, helping them reinvent every... ...functional expertise are supported by proprietary assets and solutions that help organizations transform faster and become more...Full timeWork experience placementLive inWork at officeLocal area
$70.35k - $205.8k
...Accenture Consulting: Your Unique Place in our Global Collective Being part of Accenture... ...high-performance, future-ready solutions, including initiatives related to digital... ...Knowledge of digital assets and emerging financial market infrastructure, such as crypto markets...Work experience placementLive inWork at officeLocal area$100k
...Financial Representative (Training Provided) Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment...Full timeWork experience placementWork at officeRemote workMonday to FridayFlexible hours- ...gaps or opportunities in servicing or communication and propose solutions that elevate the investor experience. Examples include... ...wealth management, private markets, alternative investments, or financial services. ~ Strong comfort with investment and financial concepts...
$154k - $286k
...the full breadth of PNC Private Bank Hawthorn's advisory and financial services capabilities. As Hawthorn Regional Investment Director... ...to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of...Full timeTemporary workPart timeWork experience placementWork at office$100k - $120k
...and life-event conversations Deliver the firm's full wealth management process: investment consulting, advanced planning, and relationship management Build and maintain financial plans using MoneyGuide Pro Partner with outside professionals on tax planning, estate...Full timeWork at officeMonday to Friday$94.4k - $293.8k
...Accenture Consulting: Your Unique Place in our Global Collective Being part of Accenture... ...needs by evaluating a broad range of solutions, architectures, and operating models, selecting... ...: Minimum 7+ years of experience in Financial Services specializing in Investment...Live inWork at officeLocal area- ...sustainable manufacturing. We deliver traceable, mass-balanced circular solutions for the rubber, plastics, and petrochemical sectors —... ...is seeking a highly analytical and detail-oriented Senior Financial Analyst to support financial planning, reporting, and business...Temporary workFlexible hours
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