Licensed Financial Sales Consultant Jobs in United States | Glassdoor
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Licensed Financial Sales Consultant Jobs in United States

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  • 2.9
    The Provident Bank – Morris Plains, NJ
    8 days ago 8d
    the Financial Consultant is to manage and grow a book-of-business of high-value customers. Through the consultative sales process… years proven successful financial sales experience LICENSES AND/OR CERTIFICATES Licenses and Certifications Expiration…
  • 3.9
    Bank of Hawaii – Honolulu, HI
    4 days ago 4d
    Possesses Financial Industry Regulatory Authority (FINRA) registration Series 7, Series 63, and Series 65 or 66 licenses and State… Health license. Experience: Two years of experience in a brokerage firm to include customer service and sales experience…
  • 4.0
    Independent Capital Management – Ontario, CA
    EASY APPLY
    3 days ago 3d
    where you help people become financially independent while building your own personal financial wealth with career growth and… level of individualized service throughout your long term consultative relationships with clients to increase loyalty and referral…
  • 3.1
    US Auto Sales – Spartanburg, SC
    5 days ago 5d
    Position Summary: The Sales Consultant is responsible for providing high quality customer service and persuasive skills… skills to sell vehicles to customer. The sales consultant must be knowledgeable about automotive inventory to answer customer’s questions…
  • 4.0
    Independent Capital Management – Irvine, CA
    EASY APPLY
    3 days ago 3d
    where you help people become financially independent while building your own personal financial wealth with career growth and… level of individualized service throughout your long term consultative relationships with clients to increase loyalty and referral…
  • 4.0
    Alliant Credit Union – Chicago, IL
    22 days ago 22d
    proven track record of successful sales in interacting with clients and meeting their financial needs FINRA Series 7, 65 and/or… upon developing strategies to attain their financial goals through the use of financial planning and wealth management. Coordinate…
  • 3.7
    Associated Banc-Corp – Stevens Point, WI
    5 days ago 5d
    insurance licenses Required Valid Drivers License Required CFP-Certified Financial Planner Preferred CFA-Charted Financial Analysis… and non-bank resources. Ensure the sales process is based upon a holistic profiling/financial planning approach to ensure client…
  • 3.0
    Maryland SECU – Silver Spring, MD
    Est. Salary $40k-$57k
    18 days ago 18d
    Qualifications: 1+ years of consultative sales experience, preferably related to financial services in a banking or credit… join our team as a Financial Services Consultant. A Financial Services Consultant is a comprehensive financial advisor to our…
  • 4.0
    American Century Investments® – Mountain View, CA
    5 days ago 5d
    including brokerage, retirement and financial planning Excellent communication and consultative sales skills and experience PC skills… work directly with a financial professional when addressing their investment needs. The Investment Consultant – Regional maintains…
  • 2.7
    Santander Bank – Toms River, NJ
    1 days ago 1d
    a transactional account with Santander Bank. The Financial Consultant is responsible for identifying needs, understanding client… Licenses/Certifications: NASD licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required…
  • Suncraft Solar – San Diego, CA
    EASY APPLY
    1 days ago 1d
    SunCraft Solar is seeking experienced Solar Sales professionals. SunCraft Solar is a Licensed C-10 electrical contractor with 8 years… San Diego's only Solar Showroom and Sales Center to help you close sales • Showroom sales close at an 80% rate! Qualified…
  • 4.0
    Independent Capital Management – Beverly Hills, CA
    EASY APPLY
    Est. Salary $29k-$42k
    3 days ago 3d
    where you help people become financially independent while building your own personal financial wealth with career growth and… level of individualized service throughout your long term consultative relationships with clients to increase loyalty and referral…
  • 3.6
    Buffett Senior Healthcare – Olathe, KS
    Est. Salary $40k-$63k
    10 days ago 10d
    national sales; outside sales; protection one; protectus; sales consultant; sales jobs; sales management; sales manager; sales volume… planning, insurance sales, insurance agent, financial sales, agent, financial rep, financial representative, financial professional,…
  • 3.7
    Genoa Healthcare – Alamosa, CO
    Est. Salary $35k-$62k
    Today 5hr
    operation responsibilities including financial performance. Promote and increase sales. Reports to the Director of Operations… , case managers and other clinic staff, and provide drug consultation services when required. Communication with various doctors…
  • 3.7
    Equity Lifestyle Properties – Phoenix, AZ
    EASY APPLY
    Est. Salary $57k-$97k
    Today 4hr
    Travel up to 60% 5. Support the sales effort and create a team environment between sales and operations. 6. Other duties… bonus programs and follow the directives of Vice President. Consult with and solicit input of Vice President, keeping him/her fully…
  • 3.6
    Central Pacific Bank – Honolulu, HI
    Est. Salary $22k-$34k
    1 days ago 1d
    health insurance licenses within first 3 months Experience 3+ years’ experience in retail financial sales and servicing… Provides logistical, analytical, and clerical sales support to the Investment Consultants. Performs all duties and interacts with internal…
  • 2.7
    Santander Bank – Union, NJ
    1 days ago 1d
    KNOWLEDGE: Ability to partner with Financial Consultants and to apply a team approach to sales efforts and results. Knowledge… The Associate Financial Consultant is responsible for working in partnership with the Financial Consultant in a combined effort…
  • 3.2
    Guaranty Bank – Westland, MI
    5 days ago 5d
    willing to ask for referrals * Consult with current and potential customers to analyze their financial needs and present products… solutions to help them achieve their financial dreams. A successful Regional Retail Sales Relationship Banker II has a passion…
  • 4.5
    Warren Henry Automotive Group – Key West, FL
    Est. Salary $22k-$39k
    19 days ago 19d
    vehicle data, retrieve service history and follow the service consultant process manual. Process after hours drop off vehicles and… , Visa, Master card, or American Express. Account for all financial transactions daily and place the completed deposit envelope…
  • 3.4
    Pulte Mortgage Company – Englewood, CO
    Est. Salary $43k-$63k
    2 days ago 2d
    PulteGroup. Mortgage Loan Consultant JOB SUMMARY Primary responsibility for performing sales and production functions related… customer service. National and State mortgage licenses preferred. Multi-state licensing will be required. Reviews files for compliance…
  • Pinkerton Retirement Specialists – Coeur d'Alene, ID
    EASY APPLY
    3 days ago 3d
    Barron’s magazine as the #1 financial advisor in Idaho and by Financial Times as the #1 financial advisor in the Inland Northwest… 401k Plan Consultant Status: Full-Time Location: Coeur d’Alene, ID Pinkerton Retirement Specialists, LLC is a family-owned…
  • 3.3
    The Friedkin Group – Dallas, TX
    Est. Salary $38k-$57k
    Today 3hr
    customer loyalty and satisfaction. Act as a Technical Training Consultant to Dealers, Technicians and District Service Managers. Work… no direct supervisory responsibilities. It does include consultation and planning with District Parts/Service Managers and dealers…
  • 2.8
    Gulf States Toyota, Inc. – Dallas, TX
    Est. Salary $34k-$54k
    1 days ago 13hr
    customer loyalty and satisfaction. Act as a Technical Training Consultant to Dealers, Technicians and District Service Managers. Work… no direct supervisory responsibilities. It does include consultation and planning with District Parts/Service Managers and dealers…
  • 2.7
    Delaware Life – Indianapolis, IN
    10 days ago 10d
    member of a dedicated team of financial service professionals, the Premier Partners Consultant is responsible for the support… features, service guidelines, as well as sales support. The Premier Partners Consultant will use their knowledge of the annuity…
  • 3.3
    CUSO Financial Services, L.P. – Austin, TX
    1 days ago 18hr
    Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance… Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services,…
  • 2.8
    Gulf States Toyota, Inc. – Dallas, TX
    Est. Salary $56k-$89k
    1 days ago 13hr
    customer loyalty and satisfaction. Act as a Technical Training Consultant to Dealers, Technicians and District Service Managers. Work… no direct supervisory responsibilities. It does include consultation and planning with District Parts/Service Managers and dealers…
  • 3.5
    Haynes Mechanical Systems Inc – Fort Collins, CO
    9 days ago 9d
    effectively use the LINC Sales multi step sales process, conduct an effective product demonstration using a consultative approach Learn… facets of maintenance sales to become productive and self sufficient. Demonstrates sales ability, financial and business knowledge…
  • 4.5
    Washington State Employees Credit Union – Olympia, WA
    3 days ago 3d
    Credit Union experience and understanding of financial regulations (preferred) Sales and customer service training (preferred)… , plus an excellent benefits package! What does a Member Consultant do? Performs all branch functions including consumer lending…
  • 3.5
    Armstrong Flooring – Tampa, FL
    Est. Salary $59k-$100k
    1 days ago 18hr
    achieve customer satisfaction and financial goals via joint-travel to key customers, sales promotions and presentations Communicate… will be joining an established team of sales professionals to collectively drive sales. The successful candidate will be responsible…
  • 3.5
    TIAA – United States
    Est. Salary $43k-$59k
    Today 8hr
    POSITION SUMMARY: Financial Services Consultant – Series 6 & 63 TIAA is committed to making financial well-being possible… retirement plan participants while providing financial guidance. Financial Services Consultants are also responsible for increasing assets…
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