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- RDO Equipment Co. in Chandler seeks a Customer Service Advisor to join our front-line team. You’ll combine a sales mindset with technical curiosity to help customers optimize equipment solutions and stay productive. In this role you’ll build strong relationships, promote...Suggested
- Nationwide Mutual Insurance Company is seeking a Representative for the Retirement Solutions Center in a hybrid/remote role based near Scottsdale, AZ. The role focuses on servicing 457 Retirement accounts, handling inquiries, rollovers, distributions, and loan processing...SuggestedRemote job
- ...Investor Center, delivering customized financial plans and investment solutions. You will engage with existing clients and warm leads, guiding them through planning processes and coordinating with a local advisor to grow relationships. Responsibilities include presenting...SuggestedWork at officeLocal area
- Kestra Financial, Inc. is seeking a Technology Solutions Specialist to serve as the primary point of contact for advisors and employees needing help with technology questions and business applications. You will troubleshoot across internal and third-party platforms and...Suggested
- ...professional who delivers exceptional member experiences. You will handle transactions, deepen product knowledge, and proactively suggest solutions to help members achieve financial goals. The role emphasizes sales through consultative approaches, strong interpersonal skills,...Suggested
- ...Virtual Solutions Relationship BankerGENERAL SUMMARY: The Virtual Solutions Relationship Banker is responsible for providing accurate, professional and prompt member service in high-volume contact center environment while performing a variety of financial transactions...Suggested16 hoursFull timeFlexible hours
Vantage West Credit union
Tucson, AZ2 days ago - ...Financial Solutions AdvisorAt Bank of America, we're creating real, meaningful relationships with individuals and businesses across the... ...we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a...SuggestedShift workDay shift
Bank of America
Chandler, AZ2 days ago $70k - $80k
...learn, grow, and make an impact. Join us! Job Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalised...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- 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...Suggested
- Bank of America is hiring a Financial Solutions Advisor Stage I to build and manage client relationships, obtain required securities licenses, and deliver core banking and investment solutions. The role advances through Stage II as you grow the client portfolio and expertise...SuggestedWork at office
- ...Zocks is expanding its AI platform into the largest wealth management firms and financial institutions in the United States. As a Solution Consultant, you will lead discovery with executives and translate client workflows into a credible Zocks design, then demonstrate...Suggested
Zocks
Yuma, AZ4 days ago - Empower Careers is seeking a Wealth Solutions Advisor to work remotely nationwide, helping clients document and meet financial goals and consolidate assets. You will rely on proper licensing, industry tools, and a client-focused approach to build solutions that improve...SuggestedRemote job
- PaidSuite, based in Scottsdale, AZ, is seeking a Solution Consultant to sell and manage payment processing and software solutions. The successful candidate will possess strong B2B sales experience and the ability to close deals effectively, while ensuring customer success...Suggested
$70k - $92.5k
...December 31st. This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaRelocation packageFlexible hours- ...learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Nuvant Consulting Group is hiring a Virtual Consultant to help prospective clients explore financial solutions that align with their personal or business goals. You’ll serve as a key first point of contact to introduce our services and guide clients toward the next step...Remote job
$70k - $80k
...learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- 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...Work at office
$28.85 - $33.65 per hour
...of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I) your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America is seeking a Financial Solutions Advisor to serve mass affluent clients by phone, delivering holistic investment, savings and liability management guidance through Merrill Lynch products. The role requires Series 7 and 66, and bilingual Spanish proficiency...
- 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...
- Position Description Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying broader product and service solutions that meet their investment, savings...Work experience placementImmediate startFlexible hoursShift workDay shift
- Cambridge Investment Research is seeking a Director of Insurance Solutions to serve as a trusted resource for financial professionals,... ...will identify opportunities to enhance client outcomes and help advisors integrate planning strategies into their practices. The...
- Zocks is expanding its technical sales team with a Solution Consultant who will lead discovery, design tailored AI-driven wealth-management solutions, and demonstrate fit within complex client environments. You’ll partner with Enterprise and Strategic Account Executives...Remote job
- ...Engineer to engage with customers via phone and email, collaborating with internal and external partners to tailor metal product solutions. You will interpret drawings, CAD files, and specifications to align tolerances, materials, and processing options for a robust metal...
- Bank of America is actively seeking a licensed financial professional to deliver comprehensive advice and customized solutions. You will triage client leads, refer to partners, and review financial and investment goals with clients to build robust financial plans using...
- ...balance service requests with transactions, proactively follow up with clients, and connect them with specialists for suitable banking solutions. The role emphasizes building relationships, recommending products, and guiding clients through licensed sales functions while...Weekend work
- A national financial services company in San Tan Valley is seeking motivated Retirement Specialists. The role involves educating clients on retirement options and life insurance, building strong relationships, and staying updated on regulations. Candidates should possess...Full timePart time
- ...transactions accurately. The role emphasizes delivering a seamless client experience and connecting customers to appropriate banking solutions. The position requires weekend/evening availability, strong communication, and a proactive sales mindset to meet individual goals...Weekend workAfternoon shift
