NewPart Time Accounting Specialist/Bookkeeper Vaco LLCPart Time Accounting Specialist/BookkeeperPhoenix, AZ$30–$34Determining 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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewAccounts Receivable Specialist Vaco LLCAccounts Receivable SpecialistPhoenix, AZ$25–$27Determining 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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewAccounts Payable Specialist - Phoenix, AZ - 5101 Progressive RoofingAccounts Payable Specialist - Phoenix, AZ - 5101Phoenix, AZ$20–$28 / hourThis position is responsible for processing invoices, maintaining vendor relationships, ensuring timely payments, and supporting the accounting department with day-to-day financial operations. Communicate with vendors, project managers, branch administrators, and internal departments regarding invoice status and payment inquiries.
Customer Service Specialist 1 - Contingent Pinnacle Technical ResourcesCustomer Service Specialist 1 - ContingentTempe, Arizona$22–$25 / hourContractorThe role involves handling inbound/outbound calls, confirming customer needs, routing qualified leads, scheduling callbacks, maintaining detailed notes, and supporting customers throughout the onboarding and documentation process. The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.
Collections Specialist CornerStone StaffingCollections SpecialistTempe, AZAs a Collections Specialist, your ability to build rapport, resolve account issues, and support financial recovery efforts directly impacts operational goals and client satisfaction. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from CornerStone and its affiliates, and contracted partners.
Service Specialist II Edward JonesService Specialist IITempe, AZ$43,200–$66,800Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
Customer Account Specialist Butler America AerospaceCustomer Account SpecialistPhoenix, AZ$30–$36 / hourFull timeEffectively processing orders to maintain customer service levels and proactively mitigate on-time delivery risk and financial penalties. Administering commercial and/or military repair orders; included by not limited to acknowledging, quoting, exchanging, and invoicing customer orders.
NewBusiness Operations Specialist QwaltecBusiness Operations SpecialistTempe, AZThis role goes beyond traditional administrative duties and is designed for a candidate with a business degree or equivalent experience who can contribute across multiple corporate functions including executive support, accounting, finance, human resources, recruiting, contracts, and business development. Provide cross-functional support to core business areas including accounting, finance, human resources, recruiting, contracts administration, and proposal/business development activities.
NewSettlement Disbursement Specialist Elmm Law GroupSettlement Disbursement SpecialistPhoenix, AZ$60,000–$80,000 / yearYou will work closely with attorneys, case managers, lien negotiators, and medical providers to ensure every settlement is handled accurately, timely, and with the high level of care clients expect at one of the most important moments in their case. We are looking for an experienced Settlement Disbursement Specialist to own the final stage of every resolved personal injury case from settlement agreement through funding, lien resolution, trust account coordination, disbursement, and file closure.
NewSupport Services Specialist Herc Rentals IncSupport Services SpecialistPhoenix, AZ$23–$25 / hourYou will be answering incoming calls throughout the day as well as after normal business hours to assist customers with urgent rental requests and emergency service calls, assessing their need and processing accordingly. Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.
M&A Tax Specialist Diedre Moire Corp.M&A Tax SpecialistPhoenix, AZ$300,000–$400,000 / yearFull timeCONSIDERED EXPERIENCE INCLUDES: Tax Accountant Attorney Mergers Acquisitions Divestitures Equity Funds Tax JD CPA MBA Representations Warranties Insurance RWI Transactional Risk Insurance #DiedreMoire #JobSearch #JobHunt #JobOpening #Hiring #Job #Jobs #Careers #Employment #jobposting #InsuranceJobs. Described compensation is not definite nor precise and may be estimated and approximate and is negotiable depending on market conditions and candidate availability and other factors and is solely at the discretion of employers.
Call Center Banking Specialist A-Line Staffing SolutionsCall Center Banking SpecialistChandler, AZ$27–$27 / hourContractorFull timeWe’re hiring Call Center Banking Specialists to support customers by answering questions, resolving issues, and recommending banking products and solutions that match each client’s financial goals. This role blends customer service + consultative sales in a fast-paced inbound call center environment.
NewVehicle Legalization Specialist (Scottsdale, AZ) United RentalsVehicle Legalization Specialist (Scottsdale, AZ)Scottsdale, AZAssist branches and work with Holman to ensure vehicle registrations including base plates, IRP (International Registration Plan) registrations, permanent plates, and registration renewals are current. Proficient in MS Office, advanced Excel experience: VLOOKUP functions; data analysis and report reconciliation; managing large data sets; creating and maintaining detailed reports.
System Administrator - Linux / Windows Server Support BC ForwardSystem Administrator - Linux / Windows Server SupportChandler, AZ$38–$38.91 / hourFull timeThe ideal candidate will have strong experience in RHEL and Windows Server administration, patch management, and enterprise automation and a proven ability to plan, execute, and optimize large-scale server patching with high success rates and clear stakeholder communication. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.
Financial Specialist U.S. Department of JusticeFinancial SpecialistAZ$52,727–$82,938 / yearIf you are claiming 10-point veterans preference based on service-connected disability, in addition to the DD214 or certification requirements (see above bullet), you must also submit an SF-15 Application for 10-point Veterans Preference, plus the proof of entitlement of this preference which is normally an official statement, dated 1991 or later, from the Department of Veterans Affairs certifying to the present existence of the service-connected disability and indicating the percentage of your disability. FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university.
Patient Access Financial Specialist Banner HealthPatient Access Financial SpecialistPhoenix, AZthe Phoenix Metro area) on the Banner Gateway Campus, the center provides world-class care for oncology patients - both inpatient and outpatient - and has also brought leading oncology programs to the Banner Gateway campus including designation as a Stem Cell Transplant Center of Excellence and comprehensive Head & Neck cancer care. This position navigates our daily account establishing benefits for established and new patients, verifying insurance and coverage benefits, providing patients with estimated cost of services taking place within our Cancer Center, navigating billing issues and concerns as able to at facility level, verify and complete pre service demographic information on all incoming and established patients.
Financial Services Specialist – Arizona All Financial FreedomFinancial Services Specialist – ArizonaPhoenix, AZ$34,000–$62,000This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.
Student Services Specialist Financial Aid Maricopa Community CollegeStudent Services Specialist Financial AidGlendale, AZThe Student Services Specialist will provide on-site frontline customer service at the Financial Aid Department's front counter, assisting students and parents with financial aid inquiries and concerns. This role includes helping students complete financial aid and scholarship applications, resolving escalated issues, and offering guidance on financial aid processes.
Student Services Specialist Sr Financial Aid Maricopa Community CollegeStudent Services Specialist Sr Financial AidPhoenix, AZParadise Valley Community College (PVCC) is seeking a Student Services Specialist, Sr. in the Financial Aid Office who performs technically demanding financial aid processing and student service duties, responds to complex problems and inquiries, assist with the administration of specific financial aid programs, coordinates financial aid projects, events/activities, and assists with student activities that help promote student enrollment, persistence, retention, and completion. Reviews financial aid applications for accuracy and completeness; processes financial aid applications - including verification, determination of need, disbursement of financial aid, awarding of funds (according to established regulations), as well as editing of previous awards; monitor continued eligibility; processes various reports required to perform core job duties, reviews and make decisions on student aid appeals; reviews and make decisions on professional judgement appeals.
Financial Programs Specialist All Financial FreedomFinancial Programs SpecialistPhoenix, AZ$34,000–$62,000Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement.
Advising Specialist II- Financial Planning Capabilities Edward D Jones & Co LPAdvising Specialist II- Financial Planning CapabilitiesAZTeam Overview: The Wealth Management and Practice Management Division helps ensure that branch teams and our clients have a consistent supply of high-quality retirement, banking, insurance, mutual fund, and education savings products aligned with the firm's investment philosophy and solutions-based advice and guidance. Intermediate skills in some of the following areas: Systems Thinking, Planning and Organizing, Relationship building, Collaboration, Critical thinking, Problem solving, Project management, Verbal and written communication.
Per Diem Patient Access Specialist (Financial Counselor) UnitedHealth Group IncPer Diem Patient Access Specialist (Financial Counselor)Chandler, AZ$17.98–$32.12 / hourThe fraudulent LinkedIn messages and emails, which do not originate from any Executives LinkedIn account or of UnitedHealth Group's email domains, or those of any of its operating divisions, supposedly conducts an interview via a Zoom meeting, offers a work from home job at Optum, emails an application, sends a fake check by next day delivery through USPS and asks recipients to pay a vendor a large dollar amount. }","FormTypeId":null,"UrlLanguageCode":null,"PreviewType":0,"DateCreated":"2026-03-13T13:45:42.6045354","DateUpdated":"2026-03-26T16:05:02.1528153"}, "site"); Per Diem Patient Access Specialist (Financial Counselor).
NewFinancial Eligibility Specialist Maricopa CountyFinancial Eligibility SpecialistPhoenix, ArizonaThe Financial Eligibility Specialist collaborates with internal staff, County departments, and representatives from agencies such as the Social Security Administration, Veterans Affairs, AHCCCS, ALTCS, and the Arizona Department of Economic Security to obtain, maintain, and monitor benefits and financial resources. Monitors and prepares accountings/reporting on Special Needs Trusts (SNTs), Income Only Trusts (IOTs), ABLE/Stable Accounts, and other financial arrangements, ensuring compliance with applicable federal, state, and program requirements while preserving eligibility for public benefits.
Business Experience & Planning Specialist - IT Financial Analyst The PNC Financial Services Group IncBusiness Experience & Planning Specialist - IT Financial AnalystPhoenix, AZ$52,500–$96,250 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Financial Development Specialist – Arizona All Financial FreedomFinancial Development Specialist – ArizonaPhoenix, AZ$34,000–$62,000This role is designed for professionals who want more ownership over their career progression while operating within a structured financial services organization. This position centers on financial education delivery and helping individuals understand long-term planning strategies.
Financial Services Specialist ASML Holding NVFinancial Services SpecialistChandler, AZem> Monitor invoice delivery, ensuring customers receive invoices through the correct channels (email, customer portals, EDI, etc.) Collaborate with internal teams to resolve billing discrepancies, pricing issues, or missing documentation. Additionally, the role requires strong attention to detail, excellent communication skills and ability to troubleshoot discrepancies with both internal teams and external customers, which involves drafting corporate policies and procedures while taking into consideration regional and cultural differences.
Debt Specialist - Financial Sales ClearOne AdvantageDebt Specialist - Financial SalesPhoenix, AZ$42,000–$200,000In 2019, The Baltimore Sun named ClearOne Advantage a 2019 Top Workplace, and our executive team took home the “Exemplary Leadership” award for their tireless commitment to growing and supporting our stellar team. You connect quickly with others, enjoy building relationships, appreciate variety in the work you do and the pure pleasure of helping people.
Financial Education Specialist Traction Forge FinancialFinancial Education SpecialistPhoenix, AZRemoteWe at Traction Forge Financial ( utilizing the services of GFI) are currently expanding and seeking motivated, entrepreneurial-minded individuals who want to build a career in financial services while helping families plan for their financial future. As a Financial Services Professional, you'll work directly with individuals and families to help them develop strategies for retirement, protection, and long-term financial stability.
Financial Education Specialist All Financial FreedomFinancial Education SpecialistPhoenix, AZ$34,000–$62,000The role emphasizes education, professionalism, and ethical client engagement. Growth into education leadership, training, or management roles.
Financial Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistTempe, AZ$100,400–$197,900 / yearIndependently and collaboratively lead client engagement workstreams focused on improvement, optimization, and transformation of processes including implementing leading practice workflows, addressing deficits in quality, and driving operational outcomes. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Specialist Manager, Firm Financial Systems Deloitte Touche Tohmatsu LtdSpecialist Manager, Firm Financial SystemsAZ$97,600–$179,900 / yearThis role partners across business and technology teams to resolve complex system and process issues, define requirements, support testing and implementation, and deliver scalable solutions across SAP S/4HANA, SWIFT, and related financial applications. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Financial Planning & Accounting Specialist Arizona State UniversityFinancial Planning & Accounting SpecialistScottsdale, AZ$54,600–$67,000 / yearDepartment Statement: As a central enterprise unit for ASU, ASU EdPlus supports the university charter by focusing on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education. ASU EdPlus is a dynamic unit of Arizona State University focused on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education.
Financial Crimes Compliance Analyst, Specialist Vanguard GroupFinancial Crimes Compliance Analyst, SpecialistScottsdale, AZJoin a key and growing team within our dynamic compliance organization, where you'll play a central role in detecting and preventing financial crimes, with a primary focus on global sanctions compliance and additional support for Anti-Bribery and Anti-Corruption (ABAC) efforts. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Accounting and Financial Reporting Specialist Deloitte Touche Tohmatsu LtdAccounting and Financial Reporting SpecialistTempe, AZ$72,900–$134,400 / yearDeloitte's Controllership function, within its Finance & Administration organization, provides stewardship over the US firms' assets by monitoring business transactions and enforcing accounting policy that results in accurate and reliable financial statements. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Bilingual - Financial Service Representative (Loan Officer) Mountain America Credit UnionBilingual - Financial Service Representative (Loan Officer)Mesa, ArizonaRecognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach. Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position.
Job Posting Title Consumer Investments - Financial Services Representative I (Chandler, AZ) Bank of America CorpJob Posting Title Consumer Investments - Financial Services Representative I (Chandler, AZ)Chandler, AZKey responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Manager, Service and Operations- Financial Services Covista IncManager, Service and Operations- Financial ServicesPhoenix, AZ$61,720.78–$80,334.92 / yearDrive ongoing enhancements to contact center operations that increase accessibility and self-service resolution, while maintaining an auditable knowledge base and actionable training resources that ensure accurate, consistent, and Title IV-compliant information for student-facing interactions - including federal aid programs, verification, R2T4, disbursement, and regulatory disclosure requirements. The primary focus of this role is to serve as a key leader within the Student Success department, overseeing financial vendor management, data and insights, and operational innovation across the student financial journey.
Consumer Investments - Financial Service Representative Bank of AmericaConsumer Investments - Financial Service RepresentativeChandler, ArizonaIs client-focused with a passion for excellence and a positive team attitude•Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment•Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams•Is an effective communicator with an aptitude for sales and relationship management•Has strong computer skills•Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication•Is ambitious, disciplined, hardworking, resilient and willing to learnWe’re a culture that: •Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy•Get training and one-on-one coaching from academy managers who are invested in your success•Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide•Develop techniques to confidently engage with clients by telephone•Continue to learn and grow in a culture where growth and career advancement are a priorityAs a Financial Services Representative I, you can look forward to:
Bilingual - Financial Service Representative (Loan Officer) Mountain America Federal Credit UnionBilingual - Financial Service Representative (Loan Officer)Mesa, AZRecognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach. Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position.
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesAZ$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
Merrill Advisor Development Program - Financial Advisor: Greater Arizona Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Greater Arizona MarketPhoenix, ArizonaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
AVP, Financial Planning Experience Advisor GroupAVP, Financial Planning ExperienceScottsdale, ArizonaThe AVP, Financial Planning Experience is a highly visible leadership role within the firm’s National Planning Institute (NPI), serving as the face of the financial planning team to financial advisors, leadership and internal partners. They drive consistency and scalability across planning tools, frameworks, education, and support, all while reinforcing the firm’s broader planning philosophy and elevating the impact of the planning team across the organization.
NewTeam Leader, Financial Crimes Edward D Jones & Co LPTeam Leader, Financial CrimesTempe, AZYou'll partner closely with associates and leaders across the firm to oversee investigative work across AML, Sanctions/OFAC, Client Due Diligence, and Fraud-ensuring alignment with regulatory expectations, firm policies, and our client-first culture. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
AVP, Financial Planning Experience OsaicAVP, Financial Planning ExperienceScottsdale, AZWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The AVP, Financial Planning Experience is a highly visible leadership role within the firm’s National Planning Institute (NPI), serving as the face of the financial planning team to financial advisors, leadership and internal partners.
Experienced Financial Advisor Touchstone WealthExperienced Financial AdvisorScottsdale, AZ$75,000–$350,000 / yearWe’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients. As a Financial Advisor at Touchstone Wealth, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom.
National Financial Solutions Advisor I (Chandler, AZ) (Series 7 Required) Bank of America CorpNational Financial Solutions Advisor I (Chandler, AZ) (Series 7 Required)Chandler, AZThrough a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.
AVP, Financial Planning Experience Osaic IncAVP, Financial Planning ExperienceScottsdale, AZ$140,000–$165,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: The AVP, Financial Planning Experience is a highly visible leadership role within the firm's National Planning Institute (NPI), serving as the face of the financial planning team to financial advisors, leadership and internal partners.
NewFinancial Advisor GoldBook FinancialFinancial AdvisorScottsdale, AZ$50,000–$150,000 / yearThe Opportunity: As a Financial Advisor at GoldBook Financial, you will play a pivotal role in shaping our clients' futures by delivering comprehensive financial guidance and customized investment solutions. About Us: GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated financial strategies and holistic planning for individuals and business owners.
Financial Solutions Advisor - West Valley Area Bank of America CorpFinancial Solutions Advisor - West Valley AreaPeoria, AZResponsibilities: 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 Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities Identifies and engages potential new clients through referrals or financial center clientele Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education.