UNKNOWN

FEED

Analyze clients' complete financial picture and work with clients to develop a comprehensive understanding of their unique investment goals and objectives to construct individually tailored investment portfolios consistent with client goals and objectives. FineMark Bank & Trust, a division of Commerce Bank, delivers exceptional service in banking, trust, and investments, fostering long-lasting client relationships.

Commerce Bancshares Inc

Private Wealth Advisor - FineMark

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Job Description: The Job/What You'll Do: As an Advisor Success Consultant for the leading provider of holistic support for independent financial advisors, you'll join an elite sales team vital to successfully creating and managing relationships with advisors committed to meeting their clients' financial wellness needs. The primary focus of this role is to help retain assets on the AssetMark platform through relationship building, problem-solving, and helping to identify areas where Advisors can improve their practice's growth trajectory.

YEAR

AssetMark, Inc.

Advisor Success Consultant

FULL_TIME

Strong interpersonal and communication skills, with the ability to collaborate effectively with team members and serve clients professionally. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact.

H&R Block

Block Advisors Client Service Professional

[AW]-iCims

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.

Bank of America

Financial Solutions Advisor - South Phoenix Area

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Financial Solutions Advisor - Scottsdale Area

Financial Solutions Advisor - West Valley Area

Financial Solutions Advisor - East Valley Phoenix Area

Develops and strengthens relationships with key referral sources, professional partners, and local influencers while executing a proactive sales strategy that consistently generates qualified prospects, converts opportunities, and builds future demand through a healthy pipeline. In this position, your main responsibilities will include: Develop and execute a comprehensive sales strategy that drives sustainable occupancy growth, optimizes revenue, and maintains a healthy pipeline of qualified prospects through effective lead management and conversion.

Gardens at Ocotillo Senior Living

Sales Director / Lead Community Living Advisor

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TASKS & RESPONSIBILITIESBuild manage and grow a personal client portfolio with a focus on retention reactivation and lifetime valueAchieve and exceed individual Sales Goals and Key Performance Indicators KPI including Individual Sales Volume Units per Transaction UPT & Average Dollar per Transaction ADSMaintain a strong drive for results and a positive team first attitude at all timesAct as a brand ambassador both within and beyond the boutique environmentClient DevelopmentEnsure a welcoming client focused environment which includes offering best in class service in person over the phone and through electronic communicationStrategically develop and nurture a local and international client base through personalized outreach appointment setting and consistent follow-up.

Parfums Christian Dior

Client Advisor - Scottsdale

Asset Mark

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We could spend a lot of time having you read about ALL our awards, but we’ll save time (and practice some humility) just naming a few others; Comparably Awards: Best Company for Diversity, Best Company Culture and Best Company Leadership, oh and don’t forget Phoenix Business Journal Healthiest Employers (okay, we’ll stop there)! Monitor and ensure regular follow up on all loan repayment agreements and analyze all customer accounts, Oversee all overdue accounts with help of automate systems and computers.

DriveTime has become one of the nations leading automotive retailers as a result of the passion, energy and dedication of our more than 2,700 employees. We believe in hiring great people, developing their skills, nurturing their career progression and offering them strong compensation and benefits. It's a simple philosophy, yet quite unique. 
 We invite you to learn more about us and explore our opportunities.
 
 At DriveTime, we're experts at obtaining financing for all of our customers while providing a unique experience that allows the customer to take control over the entire process. DriveTime offers innovative credit solutions, quality vehicles and outstanding customer service. Headquartered in Phoenix, Arizona, we currently operate more than 100 dealerships across the United States and continue to expand our operations.

DriveTime

Loan Advisor

Driven team members who follow up consistently and know how to build trust can realistically earn an additional $1,500–$2,000+ per month in commission , with room to grow. RISE Modern Wellness is a results-driven wellness studio helping clients improve energy, recovery, body composition, performance, and long-term health.

RISE Modern Wellness Chandler

Wellness Coach / Sales Advisor at RISE Modern Wellness

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Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

Edward D Jones & Co LP

Financial Advisor

Minimum of five (5) years architecting, building and maintaining network security technologies in productions environments, dealing with concepts such as high availability, mesh networking, asymmetric routing, virtual private cloud, and auto scaling. Proficient sales techniques; makes connections, facilitates meetings, reads the room, asks probing questions, overcomes objections, gains trust, maintains composure under pressure, positions solutions, and assist in finalization of sale.

Optiv

Sr. Cybersecurity Advisor - Secure Networking | Remote, BAY AREA

Travel demands depend upon client base in assigned territory and may include frequent travel by car, air, or other reasonable means of transportation, to ensure clients are served in a manner consistent with Division's client service model. Exhibits technical knowledge and competency in cash flow planning and analysis (including bonus payments and stock option planning), tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning.

Ronald Blue & Co.

Associate Advisor

Compensation: $60,000.00 - $100,000.00 per year From flat tires and oil changes to rotor resurfacing and that weird clunking sound you’ve been hearing for a week, there are a lot of Big Oh Nos for your car. If you have a service sales background, a proven track record in sales, and are highly committed to delivering the best service experience to our guests, we would like to talk with you.

Big O Tires

Sales Advisor

Compensation: $50000-$90000 From flat tires and oil changes to rotor resurfacing and that weird clunking sound you’ve been hearing for a week, there are a lot of Big Oh Nos for your car. If you have a service sales background, a proven track record in sales, and are highly committed to delivering the best service experience to our guests, we would like to talk with you.

Service Advisor/ Sales Position

Join us in providing stellar service to our valued customers while enjoying the satisfaction of being part of a team that excels at delivering quality automotive solutions at half the price! As a leading name in the automotive repair and performance sector, we take pride in offering top-notch services at unbeatable prices.

Half Price Auto Repair

Service Advisor

Other successive roles lead to areas like an eService Specialist, who assist Advisors via email or Chat, or a Relationship Manager role that specializes in working with newer, growing financial advisors. The Advisor Services Service Specialist provides fast and reliable guidance to Financial Advisors and their Service Staff as they utilize the AssetMark platform to serve their clients’ investment and financial planning needs.

AssetMark Financial Holdings

Advisor Services Service Specialist

He/she is a sales professional in the luxury goods sector and applies this professionalism in promoting the brand image, in being an authority on the company product as well as in elevating the client experience and loyalty. Manage sales and ensure all clients receive the highest degree of sophistication and superior service, in order to foster the development of loyal clients.

Customer Advisor Jobs in Tempe, AZ

Private Wealth Advisor - FineMark Commerce Bancshares Inc

Advisor Success Consultant AssetMark, Inc.

Block Advisors Client Service Professional H&R Block

Financial Solutions Advisor - South Phoenix Area Bank of America

Financial Solutions Advisor - Scottsdale Area Bank of America

Financial Solutions Advisor - West Valley Area Bank of America

Financial Solutions Advisor - East Valley Phoenix Area Bank of America

Sales Director / Lead Community Living Advisor Gardens at Ocotillo Senior Living

Client Advisor - Scottsdale Parfums Christian Dior

Advisor Success Consultant Asset Mark

Loan Advisor DriveTime

Wellness Coach / Sales Advisor at RISE Modern Wellness RISE Modern Wellness Chandler

Financial Advisor Edward D Jones & Co LP

Sr. Cybersecurity Advisor - Secure Networking | Remote, BAY AREA Optiv

Associate Advisor Ronald Blue & Co.

Sales Advisor Big O Tires

Service Advisor/ Sales Position Big O Tires

Service Advisor Half Price Auto Repair

Advisor Services Service Specialist AssetMark Financial Holdings

Prada Client Advisor Scottsdale PRADA S.p.A.

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