- Thrivent Financial (Phoenix, AZ)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a ...at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and… more
- Edward Jones (Peoria, AZ)
- …**Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...experience within the securities/ financial services industry + Financial services and/or sales experience + … more
- Bank of America (Phoenix, AZ)
- …provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work ... Merrill Financial Solutions Advisor - Phoenix Tucson...licenses. * Has two years' experience working in the financial service industry and/or a sales environment… more
- HUB International (Scottsdale, AZ)
- As a Financial Advisor on the Wealth Management Services team, you will spend your day talking to clients about their financial objectives and risk tolerance ... appropriate licenses and deep knowledge of all the latest financial products on the market. ** Advisor duties:**...+ Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk… more
- Bankers Trust (Phoenix, AZ)
- …preferred. . Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Trust & Fiduciary Advisor (CTFA) or ... Private Client Wealth Advisor III Location Phoenix, AZ # of openings... III will assist those navigating the often-complex personal financial landscape and will advise on how to plan… more
- TIAA (Phoenix, AZ)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people… more
- US Bank (Chandler, AZ)
- …or equivalent work experience + Three to five years of experience in a financial sales position, preferably working with the affluent client segment + FINRA ... The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You Will:… more
- The Cigna Group (Scottsdale, AZ)
- …that result in public sector membership growth & success. This role will serve as an advisor and key partner to local market sales teams to develop and evolve ... The Public Sector (G&E) Business Development Senior Advisor is responsible for influencing key decisions and...all of the following: product knowledge, underwriting, risk and financial analysis skills, marketing processes, sales practices,… more
- The Cigna Group (Scottsdale, AZ)
- …to financial goals for the portfolio. + Partner with Sales and Underwriting to develop strategic recommendations, support negotiations. + Drive individual ... **Job Description:** The Risk & Underwriting Senior Advisor - Stop Loss is responsible for developing...stop loss rating strategies. You will partner closely with Sales and Underwriting to drive profitable growth and position… more
- CVS Health (Scottsdale, AZ)
- …of our PBM business and identifying opportunities that will create a meaningful financial benefit in our client offerings - from a consultant spreadsheet as well ... as client savings perspective. As a Pricing Strategy Analytics Advisor , you will be responsible for analyzing drug costs and client performance in one or many areas… more
- PNC (Phoenix, AZ)
- …an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be based in ... assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and...of the business through the introduction and expansion of financial services to the client. + Executes risk management… more
- The Cigna Group (Phoenix, AZ)
- …through presale and inforce case level strategies, and market discussions + Assist Sales as financial consultant on case-specific issues. Possesses an in depth ... and use that information to set premium rates for insurance policies. As part of our Underwriting team, you...our business on a daily basis, protecting Cigna's sound financial position which enables us to meet our … more
- DriveTime (Mesa, AZ)
- …servicing through Bridgecrest, which is one of the country's leading financial servicing providers. Bridgecrest services roughly $17 billion in finance receivables ... who need assistance in meeting their contract obligations due to unexpected financial obligations - Contact or attempt contact with customers who are delinquent… more
- Truist (Scottsdale, AZ)
- …territories. Sales includes selling estate, business, charitable and life insurance concepts and ideas with Financial Advisors, assisting Advisors in ... of owning life insurance . 6. Help the Advisor identify the sales opportunities and give...as a retirement supplement and asset leveraging concepts) to financial advisor . 8. Communicate in writing or… more
- Charles Schwab (Phoenix, AZ)
- …to continually grow as a professional and advisor . Participate in joint sales calls regarding Schwab's financial planning capabilities. **What you have** + ... employment) + Minimum 3+ years' experience with creating and presenting complex/comprehensive financial plans + In-depth knowledge and demonstrated sales skills… more
- Danaher Corporation (Phoenix, AZ)
- …of team. Implements a personal business plan designed to achieve established annual sales and financial goals. + Develops and maintains high impact relationships ... with diagnostic tools that address the world's biggest health challenges. The Regional Sales Manager (RSM) for Distribution is responsible for coaching and leading a… more
- Lincoln Financial Group (Phoenix, AZ)
- …also lead the definition and execution of messaging, product positioning, content, sales enablement, and marketing campaigns. **What you'll be doing** + Develops and ... for use in new business and retention situations, as well as through sales and service collateral and industry promotion + Analyzes and develops complex performance… more
- BMO Financial Group (Scottsdale, AZ)
- …and experience is a plus. Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth ... and transactional support including correspondence, relationship reviews, account documentation and sales reporting. + Prepares reports for financial plans and… more
- TIAA (Phoenix, AZ)
- …Qualifications** : + Bachelor's Degree + 5+ years of experience in financial services + Prior advisor /consultant experience + Knowledge of institutional ... a team who partners with clients to identify their financial goals, analyze their financial landscape and...a book of business and meet or exceed annual sales targets. **Educational Requirements** + University (Degree) Preferred **Work… more
- Astrix Technology (Phoenix, AZ)
- …targets, and financial metrics - coordinating all activity across Astrix Sales and Astrix practice leads including SCS, LIS CRS, and Strategic sourcing as ... Status:** Exempt **ROLE** **SUMMARY** The Client Partner / Practice Sales Leader is responsible for the initial sale and...needed. + Employ a Trusted Advisor and strategic mindset and using consultative selling techniques,… more