UNKNOWN

FEED

Additional responsibilities may include: Help define and stand up the firm's emerging HNW analytics and reporting capabilities by partnering with advisors, home office stakeholders, and technology teams to design, test, and refine portfolio analytics, performance reporting, risk assessment, alternative investment reporting, and portfolio planning solutions that will be incorporated into the team's future consulting model. Independently and consistently provide the right level of consultative support across the client journey based on client segment (Core, HNW) and unique situation across our various service models – from the creation of tailored investment advice and strategies to the portfolio analysis, construction, and implementation needed to bring a financial plan to life – to drive the right outcomes and experiences. .

Edward Jones is unlike any other investment firm. We believe that everything from our client-focused guiding principles, business philosophy and model, 33,000+ dedicated associates, and our more than 10,000 branch offices throughout the U.S. and through our affiliates in Canada and the U.K make us unique. We are a leader in the financial services industry, yet we take a personal approach to business that starts with a face-to-face meeting between a Financial Advisor and an individual investor. Every aspect of our business – from the location of our offices to the investments and services we offer – is aligned to help us better understand and meet our clients' unique needs. We strive to best serve our clients while providing our associates with the tools and resources they need to achieve more in their careers and lives. As the largest financial services firm to maintain a partnership structure, everyone feels a shared sense of purpose and accomplishment, and all full-time associates (whether they work at our headquarters or a branch office) have the opportunity to earn ownership in the firm. Edward Jones has been named to FORTUNE magazine's "100 Best Companies to Work For" list nine times with six top 10 finishes, including the No.4 ranking in 2008. Search for jobs to learn more about our exciting Financial Advisor, Headquarters, Branch Office Administrator and Internship openings.

Edward Jones

Portfolio Consultant- Private Wealth

Appcast Exclusive 1

Additional responsibilities may include: Lead the design and implementation of a new HNW analytics, reporting, and consultation capability by establishing business requirements, defining service offerings, prioritizing capability development, and partnering across Wealth Management, Product, Operations, and Technology teams to create scalable solutions supporting sophisticated client needs, including alternatives, risk analytics, tax-aware reporting, and portfolio planning. Support financial advisors and clients with the highly complex investment portfolio scenarios to deliver comprehensive, hyper-personalized, and tax-efficient portfolio construction solutions and asset transition advice (i.e., asset allocation, tax minimization, optimal investments, multi-year strategy), in alignment with firm advice and guidance.

Senior Portfolio Consultant- High Net Worth Consultation

ADAPTED_NOW

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. The company was recently acquired by a public company and is navigating new reporting requirements, creating an immediate need for a hands-on finance professional who can support forecasting, reporting, and financial analysis efforts.

HOUR

Vaco provides expert consulting, permanent placement, executive search and strategic stafﬁng for companies around the world, in the areas of accounting, ﬁnance, technology, healthcare, operations, administration and more. As a premier talent solutions ﬁrm, Vaco connects people to their dream jobs and helps leading companies ﬁnd talent to grow their business. Since its founding in 2002, Vaco has grown to more than 35 ofﬁces across the globe, 700+ employees, more than 3,000 consultants and $450M in revenue. Vaco has been named to Inc. magazine’s list of the fastest-growing private companies for past 11 years and is dedicated to developing long-term relationships, life-long careers and creative client solutions.

Vaco LLC

FP&A Consultant

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.

Controller Consultant

We manufacture hyper-pure polysilicon, high-quality solar wafers, and innovative photovoltaic modules, leveraging our leadership in advanced manufacturing to serve growing energy demand. Our health and well-being benefits include medical, dental, vision, paid parental leave, family building support, fitness, company-paid life insurance, disability, disease management programs, paid time off, and an Employee Assistance Program (EAP) to support you and your family.

YEAR

Corning

Plant HR Consultant

Senior Accountant Consultant

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco has partnered with a company undergoing acquisition in search of an experienced NetSuite Cash 360 SME Consultant to support a critical cash forecasting initiative.

NetSuite Cash 360 Consultant

Accounting Lead Consultant

Compensation Consultant

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. As a result, they are seeking an experienced Acquisition Consultant with expertise in working capital analysis, opening balance sheets, fixed asset valuation, and acquisition integration support.

Acquisition Consultant

The Edward Jones Generations® provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. This role reviews and evaluates financial plans, portfolio strategies, asset allocations, and policy exceptions, exercising independent judgment and delegated authority to mitigate firm risk and support performance outcomes.

Financial Planning and Investments Oversight Officer

Interim Vista Consultant

The Edward Jones Generations® team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Support financial advisors and clients with the highly complex investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.e., asset allocation, tax minimization, optimal investments, asset location), in alignment with firm advice and guidance.

Senior Portfolio Strategist- Private Wealth

FULL_TIME

Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. May require the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.

Lennar Homes

New Home Consultant

WealthBridge's firm-wide good-faith earnings estimate for first-year new associates is $80,000 to $115,000 per year — an earnings estimate for commission production, not a salary; new advisors typically begin in the lower portion of the range during the licensing and ramp period (commonly months 1–12) and scale as activity, persistency, and book development compound. As a Financial Advisor at WealthBridge, you will play a pivotal role in empowering Phoenix Metro East clients to make informed financial decisions — implementing life insurance, annuities, disability coverage, advisory accounts, and retirement plans while building a book of business you own from day one.

WealthBridge Financial Group

Financial Consultant - Phoenix Metro East

Workable

The Government Healthcare Financial Consultant partners with state governments and internal teams 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 aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh McLennan

Government Healthcare Financial Consultant

Uncapped, production-tiered commission compensation — brackets advance at graduated production milestones, and you own your income from day one- Full training system and ongoing career growth support — pre-licensing guidance, a 4-week joint-field training program with leadership, and advanced designation support (CLU, ChFC, CFP, RICP)- 100% book ownership and portability from day one — your clients, your equity, your exit- Open product marketplace — National Life Group (A+ AM Best) as primary carrier plus a broad multi-carrier shelf for client fit- Specialist infrastructure behind every case — Advanced Markets, Premium Finance, ESI Illuminations (FMAX/Fidelity) advisory, and a Planning & Design department- Team override income on First-Year Commissions (FYC) as you develop junior advisors, with a defined Associate Senior Associate Managing Director pathThis is an independent contractor (1099) opportunity. - Bachelor's degree in finance, accounting, or a related field is preferred; equivalent professional experience is welcome — no prior financial-services experience required- Strong analytical and problem-solving skills- Excellent communication and interpersonal skills to effectively connect with clients- Demonstrated ability to build and maintain client relationships, with the self-motivation for a consistent, activity-driven practice- Ability to obtain an Arizona Life & Health insurance license — we guide you through the process (typical timing is under 30 days, depending on exam pass rate and background-check processing)- Willingness to pursue SIE, Series 6 or 7, and Series 63/66 securities registrations within your first 12 months; existing licenses or financial-planning certifications are a plus- Successful background check and fingerprinting as required by state insurance regulators and FINRA.

Financial Consultant - Northern Arizona

ea_via_bold

Execution of the sales and lead generation strategy for outreach, with a particular focus on growing relationships, attracting new high value and high net worth clients and generating advisor consultations among existing clients with an expressed interest in Vanguard services. As a Workplace Financial Consultant, Senior Specialist, you will serve as a trusted resource for prospective and existing clients, leveraging your investment knowledge and sales expertise to connect individuals with Vanguard's products and services.

Vanguard Group

Workplace Financial Consultant, Senior Specialist

Louis, 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 - $31.59 / hr Des Moines/Tampa: $28.32 - $33.34 / hr Charlotte/Atlanta/Phoenix/Dallas: $29.81 - $35.10 / hr Minneapolis/Princeton/Denver: $32.79 - $38.61 / hr 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.

Principal Financial Group Inc

Financial Consultant I - Principal Connection

This role partners with Finance, Accounting, Technology, clients, and third-party vendors to translate business needs into practical system solutions; guide workstreams through requirements, design, testing, training, deployment, and support; and maintain reliable, secure, and high-quality financial data and processes. Lead Workday Financials workstreams and support full lifecycle implementations, including discovery, requirements gathering, functional design, configuration, prototyping, testing, deployment, user training, and support transition.

Financial Consultant Jobs in Arizona

Portfolio Consultant- Private Wealth Edward Jones

Senior Portfolio Consultant- High Net Worth Consultation Edward Jones

FP&A Consultant Vaco LLC

Controller Consultant Vaco LLC

Plant HR Consultant Corning

Senior Accountant Consultant Vaco LLC

NetSuite Cash 360 Consultant Vaco LLC

Accounting Lead Consultant Vaco LLC

Compensation Consultant Vaco LLC

Acquisition Consultant Vaco LLC

Financial Planning and Investments Oversight Officer Edward Jones

Interim Vista Consultant Vaco LLC

Senior Portfolio Strategist- Private Wealth Edward Jones

New Home Consultant Lennar Homes

Financial Consultant - Phoenix Metro East WealthBridge Financial Group

Government Healthcare Financial Consultant Marsh McLennan

Financial Consultant - Northern Arizona WealthBridge Financial Group

Workplace Financial Consultant, Senior Specialist Vanguard Group

Financial Consultant I - Principal Connection Principal Financial Group Inc

Workday Financials Consultant EPC Eneric Petroleum

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