Crescent Securities Group Inc Salary for Financial Consultant BETA

Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning. Understands participant needs and outlines appropriate solutions leveraging TIAA products and Financial, Consultant, Registered, Total Rewards, Business Partner, Service, Technology

Job Description We view the Analyst - Client Service position as the start of a rewarding, challenging career at Matter Family Office. The majority of your time in your first few years is spent supporting multiple client families of various complexity levels as a part of our client teams along with our Financial Consultants, Directors, and Partners. As the team's tool, template, and reporting go-to, this includes duties such as: Creating balance sheets, allocation reports, performance reports, cash flow analysis, and other client reports Reviewing, modeling, analyzing, and rebalancing investment portfolios Supporting client teams in client meeting preparation, follow-up, and day-to-day client needs Assisting with various projects and firm-related initiatives A successful Analyst exemplifies the following behaviors: You Embrace Evolution: You are able to manage changing priorities, willing to look for solutions beyond the conventional, and committed to applying new concepts to your work

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. Th

Summary As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management and be located in Michigan. Responsibilities Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs Discuss client investment goals with considerat

Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning. Understands participant needs and outlines appropriate solutions leveraging TIAA products and Financial, Consultant, Registered, Total Rewards, Business Partner, Service, Technology

Req ID: 75506 Location: Dallas -DAL, Denver -DEN, Kansas City -KSCY, Little Rock -LTLRK, Oklahoma City -OKC, Tulsa -TUL Areas of Interest: Wealth Management Operations; Trading Pay Transparency Salary Range: $55,000 - $70,000 Application Deadline: 10/12/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. Bonus Type Formula Based Summary Invest in your career with us! If you're looking for a job that combines a passion for innovation, opportunities for growth, and a culture of teamwork, then you've come to the right place. If you enjoy being resourceful and executing complex tasks, then we have an exciting opportunity awaiting someone like you! Job Description The Client Service Specialist is primarily responsible for operational, adm

Our client is a leading partner in the Epicor space. They focus on delivering information technology services to enterprise customers. They sell ERP software, implement, and support customers in the manufacturing area. Your role will be to take their customers through an ERP implementation cycle, providing software expertise and business knowledge while adhering to their internal methodologies. Other tasks may include, but are not limited to, documenting designs based on gaps encountered between customer requirements and base application functionality, data massaging and conversion, business process reviews, system testing and go live support. Expect 40-50% travel to client locations depending on project requirements Preferred Requirements Appropriate financial certifications or relevant experience (CFO, Controller, CPA, etc.) At least three years consulting experience or client experience with multiple rollouts Been involved in atleast three Epicor ERP implementations Ability to trave

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. Th