20 Best Financial Consultant jobs (Hiring Now!)

Financial Services Client Service Associate
Gottshall Capital Partners —Manitowoc, WI
Handle all incoming calls and greet all incoming clients/prospects. Cultivates ideas to develop or help improve office systems and protocol.
$35,000 - $40,000 a year
Quick Apply
5d
Financial Advisor
John Graham & Associates —East Peoria, IL
Our next advisor will enjoy a base salary, a portion of the JGA book, health insurance, and 401k with match. Series 66 License (or a combination of 63 and 65).
$45,000 - $80,000 a year
Quick Apply
Tax Manager
Harrison Henderson, PLLC —Tulsa, OK
A willingness to obtain additional specialized certifications, e.g. PFS and CFP would be helpful in providing our clients with the highest level of service and…
$100,000 - $120,000 a year
Quick Apply
Trust Officer
Way Trust —Sioux Falls, SD
Monitor cash and facilitate cash movement. Assist with continued development, implementation and refinement of trust company policies and procedures.
Estimated: $73.9K - $93.6K a year
Quick Apply
Financial Consultant
CNJ Working Capital —Remote
Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their…
$80,000 - $250,000 a year
Quick Apply
Financial Consultant
AFinance —Remote
Prospecting and lead generation: You will identify and develop new business opportunities by prospecting, networking, and leveraging your personal and…
$20,351 - $96,386 a year
Quick Apply
1d
Financial Planning Specialist
Siebenmorgen and Associates —Fort Smith, AR
Field phone calls and emails from clients. Field wanted and/or directed transactions from Client (i.e. reallocation/cash flow). Job Types: Full-time, Contract.
$30,000 - $50,000 a year
Quick Apply
Insurance Agent
COUNTRY Financial —White Bear Lake, MN
We’re looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life’s planned and unexpected moments…
Estimated: $69.7K - $88.3K a year
Advisor Advocate
Regal Financial Group —Kentwood, MI
A bachelor’s degree in business, or a related field, is a requirement. Series 6, 7, 65 or 66 and/or Insurance license is required.
$19.23 - $23.16 an hour
Quick Apply
Financial Advisor
Thrivent —Boise, ID
We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
Up to $150,000 a year
Quick Apply
Design Validation Engineer II
Sumitomo Machinery Corp of America —Chesapeake, VA
Must have the ability to sit for extended periods of time; exhibit manual dexterity to dial a telephone, to enter data into a computer terminal/typewriter; to…
From $72,712 a year
Quick Apply
Securities Principal
Packerland Brokerage Services —Green Bay, WI
Direct business experience and/or call center financial services experience. Daily processing and suitability review of representative business per FINRA…
$65,000 - $70,000 a year
Quick Apply
Financial Aid Consultant
Educational Compliance Management —Remote
Consultant is required to deliver a high level of service to colleges and universities ensuring federal aid is processed in accordance with school, state and…
$30 - $45 an hour
Quick Apply
1d
Financial Counselor
TSAOG Orthopaedics and Spine —San Antonio, TX
*Answering the calls in regarding financial issues, payment options, medical coverage and assistance programs.*. *1+ years medical collections experience.*.
$16.50 an hour
Financial Consultant
Light Fund —Remote
*\*\*\*\*Optional: Series Licenses, Life, Health or Accident licenses, Finra license, CFP*. Able to complete licensing requirements within 30-60 days.
$30,000 - $125,000 a year
Quick Apply
12d
Licensed Financial Advisor
Valley Strong Credit Union —Fairfield, CA
Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff…
$42,349.96 - $63,524.94 a year
Quick Apply
8d
Financial Architect
Verve A Credit Union —Fond du Lac, WI
AA degree in Business Administration or a financial field desirable or 1-2 years relevant experience; equivalent education and experience will be considered.
Estimated: $40.6K - $51.4K a year
Financial Services Consultant
TF Research Inc. —Remote
Relationship Building: Build and maintain strong client relationships through effective remote communication channels, including video conferencing, email, and…
$95,108 - $100,063 a year
Quick Apply
Financial Advisor
QX Financial —Remote
With access to appropriate holistic financial planning and risk management strategies, we believe that every person has the right to achieve financial freedom,…
$75,000 - $250,000 a year
Quick Apply
5d
Financial Advisor
Ameriprise Financial —Omaha, NE
Perform case analysis and develop recommendations. Already have or be able to study for and pass exams for federal and state licenses and registrations for…
$40,000 - $150,000 a year
Quick Apply

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Financial Services Client Service Associate

Gottshall Capital Partners Manitowoc, WI

Quick Apply

Job Details

Full-time $35,000 - $40,000 a year 5 days ago

Benefits

Continuing education credits
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
Employee discount
Professional development assistance
Flexible schedule
Life insurance

Qualifications

Microsoft Word
Microsoft Excel
Management
Series 66
Administrative experience
High school diploma or GED
Series 7
Business development
Organizational skills
Communication skills

Full Job Description

Job Title: Client Service Associate

Reports To: Paul Gottshall – President

Job Purpose:

The Client Service Associate position is a significant role within our company. You will perform a varying multitude of client service and provide internal office support. The Client Service Associate reports directly to the President and will serve not only as a key member of our team, but also the initial point of contact for the clients of Gottshall Capital Partners.

Company Culture:

Gottshall Capital Partners is a company whose culture is defined by the character of its team members. As a result, each team member must possess an unyielding desire to exceed client expectations. We serve our clients the way we want to be served. Being entrusted with our clients’ livelihood and their life’s work means that every activity and interaction requires the highest degree of ethics and professionalism. Our continued success depends on a diverse array of professionals working together towards common goals and each of us promoting a shared culture of excellence and mutual accountability.

Gottshall Capital Partners is also a unique work environment that values teamwork and strategic cooperation among its advisors and its team. Each team member brings a unique skill set and experience to the organization, and we value and respect everyone’s unique talents. We expect all team members to be respectful of each other and strive to make collaboration and cooperation among members of the firm a cornerstone of our culture and success.

Accountability is also a key element of success. We are committed to a proactive culture so that each of us is accountable for the very best service for our clients in a prompt manner.

Principal Accountabilities:

· Handle all incoming calls and greet all incoming clients/prospects.

· Manage office mail, fax, internal files, office supplies, etc.

· Coordinate and schedule client/prospect appointments and reminders.

· Prepare and coordinate all paperwork regarding meeting preparation and account servicing.

· Educate clients on the on-line tools and resources available to them.

· Assist in all administrative client tasks. This include account maintenance, money transfers, and account opening.

· Attend client/prospect events and seminars.

· Anticipates client needs, solves problems and follows through with exceptional service.

· Follow up on all service items.

· Documents all relevant action items and tasks being tracked in CRM.

· Assist in maintaining compliance records.

· Cultivates ideas to develop or help improve office systems and protocol.

· Assist with Branch Audit documentation requirements.

· Assist will other team member and functions as needed. As a small business, we all help each other.

Knowledge/Experience/Skills:

Administrative experience desired
High School diploma required; college degree preferred
Possesses a Series 7 & Series 66 licenses or the ability to obtain

· Microsoft Outlook, Excel, Word, Adobe PDF

· CRM Database experience and task management preferred

· Ability to improvise and proactively assist in client requests or firm tasks

· Professional communication skills (written and oral)

· Excellent organizational skills

· Ability to take detailed notes and follow instructions with little guidance

· Background Check Required

Attributes and Behaviors:

· An eagerness to help others

· Works well in a team environment

· Have a professional attitude

· Arrives to work each morning on time

· Actively shares ideas and information on firm roles, responsibilities and systems

· Admits to mistakes immediately and works quickly to resolve the issues

· Maintains a high customer service ethic and is passionate about meeting and assisting clients

· Takes pride in the achievement of team objectives

· Keeps pace with changes and acquires knowledge/skills necessary for business development

· Maintain strict confidentiality

Working Conditions:

· Tasks closely governed by policies and procedures

· Flexibility in working hours to attend client events, networking or meeting outside normal business hours

· Professional to Business Casual Dress Code

· Occasional optional travel

· Continuing education

· Participate in the community

Benefits:

At our firm, we understand that our employees work hard, so we offer a benefit program to help you achieve a successful work-life balance. Our continued success depends on a diverse array of professionals working together toward common goals while striving for independence, innovation, intelligence and integrity. It’s a rewarding foundation where unique individuals are given the tools to excel through their own hard work and determination. We foster a friendly work environment where all associates are considered family.

Additional benefits include:

· Periodic bonus plan

· Group Disability & Term Life insurance Plan

· Paid Time Off

· Paid Holidays

· Continuing Education Reimbursement Plan

· A complete list of benefits can be found in the Employee Handbook

Salary Range: TBD – based on education, licenses & experience

Job Type: Full-time

Pay: $35,000.00 - $40,000.00 per year

Benefits:

Dental insurance
Employee discount
Flexible schedule
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

High school or equivalent (Preferred)

Location:

Manitowoc, WI 54220 (Required)

Shift availability:

Day Shift (Preferred)

Ability to Relocate:

Manitowoc, WI 54220: Relocate before starting work (Required)

Work Location: In person

Quick Apply

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