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Edelman Financial Engines, LLC
Phoenix, AZ, United States
Investment Advisor (Outbound) (Phoenix, AZ or Remote) At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guid
Job Source: Edelman Financial Engines, LLCEdelman Financial Engines
Phoenix, AZ, United States
Description Investment Advisor (Outbound) (Phoenix, AZ or Remote) At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients t
Job Source: Edelman Financial EnginesEdelman Financial Engines
Phoenix, AZ, United States
Description Investment Advisor (Inbound) (Phoenix, AZ) At Edelman Financial Engines, we believe everyone deserves to move their financial life forward, We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to
Job Source: Edelman Financial EnginesBank of America
Fountain Hills
Financial Solutions Advisor - Consumer Investments - Southwest Region Mesa, Arizona;Fountain Hills, Arizona; Scottsdale, Arizona; Scottsdale, Arizona; Highlands Ranch, Colorado; Scottsdale, Arizona; Albuquerque, New Mexico; Litchfield Park, Arizona; Truckee, California; West Valley City, Utah; Albuquerque, New Mexico; Chandler, Arizona; West Jordan
Job Source: Bank of AmericaPrincipal Financial Group
Phoenix, AZ, United States
A career with more potential You’re a successful financial professional. So why should your practice be held back from its full potential? When you partner with Principal, you’ll have the freedom to grow your practice in a way that works for you. Let’s enhance your business Your business is your financial future. When was the last time you evalua
Job Source: Principal Financial GroupFarther
Phoenix, AZ, United States
Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage cl
Job Source: FartherDeloitte
Tempe
Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a Financial Analyst, you will provide high-quality engagement financial management activities through all aspects of the full project life cycle. The EFA team'
Job Source: DeloitteMagellan Financial & Insurance Services, Inc.
Phoenix, AZ, United States
Join Foundations Invest Advisors - Client Relationship Manager About Foundations Investment Advisors: As a rapidly expanding Registered Investment Advisor (RIA), Foundations Investment Advisors is proud to offer a dynamic turnkey asset management platform that supports over 350 financial advisors nationwide. We manage a diverse portfolio worth ov
Job Source: Magellan Financial & Insurance Services, Inc.Scottsdale, AZ, United States
Financial Investment Advisor page is loaded Financial Investment Advisor Solicitar locations Scottsdale, AZ time type Full time posted on Publicado hace 2 días job requisition id R0023821 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 and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role, you should already have the 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 tolerance, or other information needed to develop a financial plan.
Answering client questions about financial plans and strategies and giving financial advice.
Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
Implementing financial plans or referring clients to professionals who can help them.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.
The above is not an all-inclusive list of duties and can be altered and adjusted as needed including other duties as assigned. Duties are subject to change at any time by HUB Management.
Preferred Knowledge, Skills & Qualifications
Bachelor's degree in business, finance, or related field.
1-2 years of sales experience.
Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).
Life and health license.
Valid driver’s license.
Knowledge of mutual funds, securities, and insurance industries.
Proficient in Word, Excel, Outlook, and PowerPoint.
Comfortable using a computer for various tasks.
Experience providing quality financial advice.
Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: Up to 25%Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
EEOAA Policy
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Financial Investment Advisor jobs in Scottsdale, AZ, United States
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