financial advisor OR financial consultant Government of Quebecfinancial advisor OR financial consultantChandler, AZOlder workerThis job offer is from an employer that is willing to hire older workers. Company descriptionThe information in this section has been provided in French only (see the French page).
NewFinancial Consultant (Financial Solutions Branch) Phoenix, AZ The Charles Schwab CorpFinancial Consultant (Financial Solutions Branch) Phoenix, AZPhoenix, AZYour typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab's mass affluent client base.
NewFinancial Consultant (Financial Solutions Branch) - Phoenix, AZ Charles SchwabFinancial Consultant (Financial Solutions Branch) - Phoenix, AZPhoenix, AZYour typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab’s mass affluent client base.
Financial Consultant (FSB) Phoenix, AZ The Charles Schwab CorpFinancial Consultant (FSB) Phoenix, AZPhoenix, AZYour typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab's mass affluent client base.
NewFinancial Consultant I - Principal Connection (Multiple Locations) Principal Financial Group IncFinancial Consultant I - Principal Connection (Multiple Locations)Phoenix, AZRemote$26.83–$39.61 / hourLouis, MO - Chicago, IL - Denver, CO - Salt Lake City, UT - Atlanta, GA - Dallas, TX - Fort Worth, TX - Phoenix, AZ - Miami, FL - Tampa, FL - Jacksonville, FL - Orlando, FL - San Diego, CA - Bridgewater, NJ - Cherry Hill, NJ - Princeton, NJ - Austin, TX Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. Grand Island: $26.83 - $32.59 / hour Des Moines/Orlando: $28.32 - $34.34 / hour Charlotte/Atlanta/Phoenix/Dallas: $29.81 - $36.10 / hour Minneapolis/Princeton/Denver: $32.79 - $39.61 / hour Time Off Program Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period.
Financial Consultant - Client Growth & Retention Edelman Financial Engines LLCFinancial Consultant - Client Growth & RetentionPhoenix, AZResponsibilities: • Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Financial Consultant WealthBridge Financial GroupFinancial ConsultantGlendale, ArizonaJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Government Healthcare Financial Consultant Marsh & McLennan Companies IncGovernment Healthcare Financial ConsultantPhoenix, AZ$68,500–$137,000 / yearThe Government Healthcare Financial Consultant partners with state governments to examine financial reports in order to understand emerging Medicaid health care experience as well as the financial performance of managed care organization and interacts with credentialed actuaries and financial executives to ensure Medicaid dollars are being utilized efficiently. We will count on you to: Work with client and team project managers to clearly define the scope, timelines and deliverable(s) of the project; ensure development and proposes essential project documents, including the budget and work plans.
Financial Services Consultant Cardone Ventures LLCFinancial Services ConsultantScottsdale, AZ$110,000–$130,000 / yearPart timePrimary responsibilities of the 10X Finance Services Consultant will include offering strategic advice on the financial forecast you develop which will address the expenditure allocation across various facets of business operations, including Gross Margins, Marketing, Personnel, and Owner Draws. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.
NewFinancial Consultant - Chandler, AZ FidelityFinancial Consultant - Chandler, AZChandler, ArizonaRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesTucson, AZRemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Phoenix Internal Audit & Financial Advisory Senior Consultant Protiviti IncPhoenix Internal Audit & Financial Advisory Senior ConsultantPhoenix, AZ$84,000–$126,000 / yearImagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm. At the direction of Managers, you may accept responsibility for decision-making in areas including establishing project scope and work plans, project staffing, preparation of deliverables, and application of methodologies.
Phoenix Internal Audit & Financial Advisory Experienced Consultant Protiviti IncPhoenix Internal Audit & Financial Advisory Experienced ConsultantPhoenix, AZ$66,000–$99,000 / yearImagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm. Experience with or understanding of: Audit methodologies and developing important internal audit deliverables, including process flows, work programs, audit reports, and control summaries.
Sr. Financial Inside Sales Consultant AchieveSr. Financial Inside Sales ConsultantTempe, AZRemote$85,000–$130,000 / yearFull timeBy leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Financial Inside Sales Consultant , you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions.
Financial Sales Consultant($100k+, Training provided) NexeraFinancial Sales Consultant($100k+, Training provided)Tucson, AZRemote$4,001–$6,300If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this role Real estate sales Mortgage / lending Auto sales Telecom / wireless sales B2B / SaaS sales Timeshare / vacation sales Solar / home services Any commission-based role What you will be doing. Experienced reps typically hit $80,000 to $120,000 in year one — faster ramp than new agents due to existing sales skills.
Financial Services Consultant Cardone Ventures CareerFinancial Services ConsultantScottsdale, ArizonaPrimary responsibilities of the 10X Finance Services Consultant will include offering strategic advice on the financial forecast you develop which will address the expenditure allocation across various facets of business operations, including Gross Margins, Marketing, Personnel, and Owner Draws. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.
Financial & Actuarial Consultant (Remote) GallagherFinancial & Actuarial Consultant (Remote)Scottsdale, ArizonaRemoteFull timeOverview : The primary focus of the Financial and Actuarial Consultant role is to provide guidance and assistance to Account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to speak effectively on behalf of the Financial and Actuarial Consulting team regarding core services. How you'll make an impact : Apply advanced skills in order to evaluate and present monthly, quarterly and annual reports that measure client financial status, track expenses by product line, renewal projections, funding levels and rates, etc. to the Account Management teams and to clients when necessary.
Financial Services-Managing Consultant Guidehouse IncFinancial Services-Managing ConsultantAZ$122,000–$204,000 / yearCompensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. Willingness and ability to work onsite at clients' sites in New York City approximately 3 days/week; must be willing to travel if not local to New York City metropolitan area.
Entry-Level Financial Planning Consultant (Remote) Traction Forge FinancialEntry-Level Financial Planning Consultant (Remote)Tucson, AZRemoteThrough partnerships with leading Fortune 500 companies and respected financial institutions, we provide complimentary financial consultations designed to help clients better understand their current financial position and build a roadmap toward long-term success. Whether you are looking to begin a new full-time career, develop an additional stream of income, or gain valuable business and leadership experience on a flexible schedule, Traction Forge Financial offers an opportunity for growth with ongoing mentorship and advancement potential.
Entry-Level Financial Planning & Consultant (Remote) Traction Forge FinancialEntry-Level Financial Planning & Consultant (Remote)Mesa, AZRemoteBy partnering with leading Fortune 500 companies and top financial institutions, we are able to provide complimentary financial assessments designed to help individuals, families, and business owners identify opportunities to improve their financial position and work toward their long-term goals. At Traction Forge Financial, leveraging the strength of GFI, our mission is centered around helping individuals and families build stronger financial futures through education, guidance, and personalized financial strategies.
Entry-Level Financial Services Consultant (Remote) Traction Forge FinancialEntry-Level Financial Services Consultant (Remote)Phoenix, AZRemoteThrough partnerships with leading Fortune 500 companies and respected financial institutions, we provide complimentary financial consultations designed to help clients better understand their current financial position and build a roadmap toward long-term success. Whether you are looking to begin a new full-time career, develop an additional stream of income, or gain valuable business and leadership experience on a flexible schedule, Traction Forge Financial offers an opportunity for growth with ongoing mentorship and advancement potential.
Delivery Consultant, Workday Financial AMS Support Deloitte Touche Tohmatsu LtdDelivery Consultant, Workday Financial AMS SupportGilbert, AZCo-location Expectation: Spend up to 30% of working time co-located at an assigned office for orchestrated opportunities, including projects, practice sessions, training, and Moments That Matter at a Deloitte Delivery Center location, Geo-Hub location, approved site, or project location. Join our team of strategic advisers and architects, differentiated by our industry depth to collaborate with leading solution providers and leverage your experience in strategy, process design, technology enablement, and operational services to enable heart-of-the-business solutions.
Oracle Financial Accounting Hub Consultant Accenture PlcOracle Financial Accounting Hub ConsultantScottsdale, AZLead, coach, and advise a small project team (depending upon the structure of a project) to design, set-up, test, and deploy Oracle Financial Accounting Hub solutions and ensure that all the pieces work together in an integrated environment; understand and apply Oracle methodologies. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services-all powered by the world's largest network of Advanced Technology and Intelligent Operations centers.
NewPhoenix Internal Audit and Financial Advisory Consultant - 2027 Protiviti IncPhoenix Internal Audit and Financial Advisory Consultant - 2027Phoenix, AZ$70,000–$87,000 / yearInternal Audit and Financial Advisory consultants are hired into one of two areas, including: Business Process Audit and Advisory: Helps companies become more innovative by exploring their business processes, identifying and mitigating emerging risks, developing creative solutions to complex business challenges, and encouraging best practices to enhance business functions. Imagining our work as a journey, integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver high-quality, client-focused outcomes in pursuit of our vision to be the most trusted global consulting firm.
Career-Transition Partnership - For Financial Advisors Approaching Retirement WealthBridge Financial GroupCareer-Transition Partnership - For Financial Advisors Approaching RetirementScottsdale, ArizonaJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Advisor - Veteran Transition Program (Arizona & New Mexico) WealthBridge Financial GroupFinancial Advisor - Veteran Transition Program (Arizona & New Mexico)Tucson, ArizonaJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Experienced Financial Advisor - Confidential Move Conversation (Mohave, AZ) WealthBridge Financial GroupExperienced Financial Advisor - Confidential Move Conversation (Mohave, AZ)Parker, AZ$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Advisor - Arizona (Career Changer / New to Industry) WealthBridge Financial GroupFinancial Advisor - Arizona (Career Changer / New to Industry)Scottsdale, AZ$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Experienced Financial Advisor - Confidential Move Conversation (Southern AZ) WealthBridge Financial GroupExperienced Financial Advisor - Confidential Move Conversation (Southern AZ)Green Valley, AZ$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Experienced Financial Advisor - Independent Platform, Full Book Portability WealthBridge Financial GroupExperienced Financial Advisor - Independent Platform, Full Book PortabilityScottsdale, AZ$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Advisor - Career Changer / New to Industry (Mohave County, Arizona) WealthBridge Financial GroupFinancial Advisor - Career Changer / New to Industry (Mohave County, Arizona)Fort Mohave, AZ$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Advisor - Career Changer / New to Industry (Tucson & Southern Arizona) WealthBridge Financial GroupFinancial Advisor - Career Changer / New to Industry (Tucson & Southern Arizona)Green Valley, AZ$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Senior Regional Pharmacy Consultant Hub International LtdSenior Regional Pharmacy ConsultantScottsdale, AZFrom offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
Pharmacy Consultant Hub International LtdPharmacy ConsultantPhoenix, AZ$160,000–$180,000 / yearMajor Responsibilities Serves as a trusted advisor providing Pharmacy thought leadership for Employee Benefits at a regional level Drives sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation Communicates strategic and tactical up-to-date pharmacy business initiatives and solutions in a way that allows clients to understand the impacts to their strategy and their employees Partners with, trains and develops HUB financial consultants, producers and account management personnel to understand and present key Pharmacy findings and solutions Provides detailed pharmacy analysis(es) working with the HUB analytics platform along with various partners and PBM's decision support tools to justify the election of the appropriate pharmacy solution Provides proactive topical pharmacy communication(s) to HUB internal staff and external clients through a variety of methods including regional or local webinars and seminars Represents the National Pharmacy Practice in various strategic business initiatives as appropriate Contributes to National Pharmacy Practice team as a collaborative partner and subject matter expert Assists in the development of the Pharmacy "practice" and helps to implement appropriate changes to our solutions and service(s) to improve client results Basic Qualifications BS Pharmacy or PharmD is valued but not required 5+ years' experience in the Employee Benefits and/or Pharmacy industry working directly with upper mid and large employer market space (500+ employees) and employee benefits consultants Prior Employee Benefits brokerage experience preferred 3+ years of financial, clinical or strategic advising in the pharmacy benefit manager (PBM) marketplace with established relationships with PBM's and other appropriate pharmacy vendors Comprehensive knowledge of both current and emerging client-focused pharmacy solutions Proven ability to exceed expectations and achieve sales goals Excellent presentation and communication skills Strong analytical and critical thinking skills Strong organization skills with the ability to prioritize in a dynamic environment * Self-motivated with a strong "can do" attitude The expected salary range for this position is $160,000-$180,000 depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
Senior Regional Pharmacy Consultant Hub International InsuranceSenior Regional Pharmacy ConsultantScottsdale, ArizonaFrom offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
UHNW Senior Mortgage Consultant Morgan StanleyUHNW Senior Mortgage ConsultantTempe, AZOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We provide individuals, families, businesses, and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
NewJPM Wealth Management-Practice Management Consultant-Vice President-Phoenix JPMorgan Chase & CoJPM Wealth Management-Practice Management Consultant-Vice President-PhoenixPhoenix, AZChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning.
Personal Financial Counselor, PFC- Yuma, AZ Magellan Health IncPersonal Financial Counselor, PFC- Yuma, AZYuma, AZServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor-all locations Magellan Health IncPersonal Financial Counselor-all locationsAZServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor - Luke AFB Magellan Health IncPersonal Financial Counselor - Luke AFBAZServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor - Davis-Monthan AFB Tucson, AZ Magellan Health IncPersonal Financial Counselor - Davis-Monthan AFB Tucson, AZTucson, AZServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
NewWealth Planning Consultant, Senior Specialist-2 VanguardWealth Planning Consultant, Senior Specialist-2Scottsdale, AZRemoteAs a Wealth Planning Consultant, Senior Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client experience to the client, playing an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.
Senior Investment Consultant ( Arizona- Southwest Region) Thornburg Investment Management IncSenior Investment Consultant ( Arizona- Southwest Region)AZThe SIC will be responsible for selling Thornburg's mutual funds, SMA products, ETFs, and Private offerings to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors.
Government Healthcare Provider Rate Setting Consultant Marsh McLennanGovernment Healthcare Provider Rate Setting ConsultantPhoenix, ArizonaThe Government Healthcare Financial Consultant partners with state governments to examine financial reports in order to understand emerging Medicaid health care experience as well as the financial performance of managed care organization and interacts with credentialed actuaries and financial executives to ensure Medicaid dollars are being utilized efficiently. Beyond the in-depth training provided, new employees are included on client teams immediately, providing unique opportunities to learn more while helping team members with critical workloads and making a difference to our clients.
Vice President, Regional Advisory Consultant South OsaicVice President, Regional Advisory Consultant SouthPhoenix, AZRemote$85,000–$100,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Educating and promoting the benefits of fee-based business, facilitating adoption of the firm’s advisory technology, introducing appropriate investment managers based on the client’s needs, and helping those advisors grow their overall advisory businesses.
Internal Wholesaler Specialist (Sales Consultant Specialist) AssetMark, Inc.Internal Wholesaler Specialist (Sales Consultant Specialist)Phoenix, AZ$45,000–$65,000 / yearThis information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
NewSales Consultant AssetMark, Inc.Sales ConsultantPhoenix, AZ$45,000–$70,000 / yearResponsibilities: Proactive and continuous outreach to prospective clients through cold calling, utilizing focused lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, marketing campaign leads, etc.) while maintaining a sales pipeline. Additionally, you will manage and fulfill sales material requests, utilize sales software to illustrate product performance, and provide point-of-sale consultation on product details, fund performance, fund holdings, and investment allocation.
Senior Trustee Consultant LPL Financial Holdings IncSenior Trustee ConsultantTempe, AZ$68,083–$113,403 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Estate Planning Consultant LPL Financial Holdings IncEstate Planning ConsultantAZ$83,739–$139,565 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerPhoenix, AZ$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.