-
Financial Consultant
Found in: Lensa US 4 C2 - 6 days ago
T. Rowe Price Denver, United StatesFinancial Consultant (Workplace Investors) page is loaded · Financial Consultant (Workplace Investors) · Apply · locations · Owings Mills, MD · Colorado Springs, CO · time type · Full time · posted on · Posted Yesterday · job requisition id · 70303 · There is a place ...
-
Financial Consultant
Found in: Lensa US 4 C2 - 6 days ago
Xcel Energy Denver, United StatesAre you looking for an exciting job where you can put your skills and talents to work at a company you can feel proud to be a part of? Do you want a workplace that will challenge you and offer you opportunities to learn and grow? A position at Xcel Energy could be just what youre ...
-
Financial Consultant
Found in: Lensa US 4 C2 - 6 days ago
Xcel Energy Denver, United StatesAre you looking for an exciting job where you can put your skills and talents to work at a company you can feel proud to be a part of? Do you want a workplace that will challenge you and offer you opportunities to learn and grow? A position at Xcel Energy could be just what you'r ...
-
Financial Consultant
Found in: Lensa US 4 C2 - 1 day ago
Xcel Energy Denver, United StatesAre you looking for an exciting job where you can put your skills and talents to work at a company you can feel proud to be a part of? Do you want a workplace that will challenge you and offer you opportunities to learn and grow? A position at Xcel Energy could be just what youre ...
-
Financial Consultant
Found in: Lensa US 4 C2 - 2 days ago
Xcel Energy Denver, United StatesAre you looking for an exciting job where you can put your skills and talents to work at a company you can feel proud to be a part of? Do you want a workplace that will challenge you and offer you opportunities to learn and grow? A position at Xcel Energy could be just what you'r ...
-
Financial Consultant
Found in: Appcast US C2 - 4 days ago
Everence Denver, CO, United States Full timePOSITION SUMMARY · To help people integrate their faith and finances through their investment, insurance, and charitable giving decisions. · RESPONSIBILITIES AND DUTIES · # Provide holistic investment, insurance, and charitable giving advice and financial planning counsel to i ...
-
Financial Consultant
Found in: beBee S2 US - 1 week ago
Xcel Energy Denver, United StatesAre you looking for an exciting job where you can put your skills and talents to work at a company you can feel proud to be a part of? Do you want a workplace that will challenge you and offer you opportunities to learn and grow? A position at Xcel Energy could be just what you'r ...
-
Financial Consultant
Found in: ZipRecruiter Test10P US C2 - 1 day ago
Everence Denver, United StatesJob Description · Job DescriptionPOSITION SUMMARY · To help people integrate their faith and finances through their investment, insurance, and charitable giving decisions. · RESPONSIBILITIES AND DUTIES · Provide holistic investment, insurance, and charitable giving advice and fin ...
-
Consultant Management Consulting Financial Services
Found in: Lensa US 4 C2 - 2 days ago
Leland Shaw LLC Denver, United StatesFast-growing Financial and Financial Services Technology Management Consulting firm is expanding their West region office and seeks a 2 year experienced consultant with a background in Data Analysis and, ideally, currently working in the financial services vertical who is interes ...
-
Financial Consultant
Found in: Lensa US 4 C2 - 3 days ago
Fidelity TalentSource LLC Littleton, United StatesJob Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business ...
-
Financial Consultant
Found in: Lensa US 4 C2 - 3 days ago
CFA Institute Littleton, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mode ...
-
Senior Consultant Manager Financial Services CRM
Found in: Lensa US 4 C2 - 2 days ago
Leland Shaw LLC Denver, United StatesLeading global Management Consulting firm focused within the Asset Management & Wealth space seeks your CRM, Distribution, and overall front to back office operations and financial tech experience within the space for a Manager level Management Consultant role, based in Denver. · ...
-
Analyst - Data Analytics - Management Consulting - Financial Services
Found in: Lensa US 4 C2 - 3 days ago
Leland Shaw LLC Denver, United StatesJob Description · Job Description · Fast-growing Financial and Financial Services Technology Management Consulting firm is expanding their West region office and seeks a 2 year experienced consultant with a background in Data Analysis and, ideally, currently working in the fina ...
-
Data Reporting and Analytics Consultant IV Financial Modeling
Found in: beBee S2 US - 3 days ago
Kaiser Permanente Denver, United States Full timeSalary Range: · $51.39/hour - $60.43/hour(100% remote from CA, GA, HI, CO, VA, MD, DC, OR, WA states)Job Summary: · This individual contributor is primarily responsible for driving strategic data-informed decisions, gathering data and information on targeted variables in an estab ...
-
Financial Consultant Xcel Energy, Inc. Location: Colorado Category: Accounting/Finance
Found in: Lensa US 4 C2 - 1 day ago
Electricenergyonline Denver, United StatesPosition Summary · Responsible for providing the strategic counsel, expertise, vision and leadership for identifying, evaluating, implementing and integrating appropriate financial strategies. Develop unique methods, techniques, evaluation criteria and solutions for obtaining fi ...
-
Principal Financial Consultant Xcel Energy, Inc. Location: Colorado Category: Finance
Found in: Lensa US 4 C2 - 6 days ago
Electricenergyonline Denver, United StatesPosition Summary · Assumes lead role in facilitating business close cycles. Builds and maintains relationships with customers of the organization and users of Xcel Energy's financial information. Conducts specialized analysis and studies. Resolves technical accounting and tax is ...
-
Managing Director of Strategic Partnerships, Private Equity Consulting Specialist
Found in: Zoho Direct Apply - 2 days ago
Synergy Management Group Denver, United StatesThis is a remote position. · About Us: · Synergy Management Group is a premier boutique consulting firm that specializes in providing outsourced/fractional corporate finance and growth strategy consulting services to institutional investors (private equity & venture capital), por ...
-
Senior Financial Analyst
Found in: SonicJobs Direct Apply US - 15 hours ago
DISH Englewood, United States Full timeCompany Summary · DISH, an EchoStar Company, has been reimagining the future of connectivity for more than 40 years. Our business reach spans satellite television service, live-streaming and on-demand programming, smart home installation services, mobile plans and products, and n ...
-
Financial Analyst/ Consultant Energy Practice
Found in: Appcast Linkedin GBL C2 - 3 days ago
NewGen Strategies & Solutions Lakewood, United StatesJob Posting – Financial Analyst/Consultant Energy Practice (Lakewood, CO) · NewGen Strategies and Solutions is a management consulting firm with offices nationwide. Our vision is to be the consulting company that makes a difference for our clients, our employees and in our commun ...
-
Financial Analyst/ Consultant Energy Practice
Found in: Lensa US 4 C2 - 2 days ago
NewGen Strategies & Solutions Lakewood, United StatesJob Posting – Financial Analyst/Consultant Energy Practice (Lakewood, CO) · NewGen Strategies and Solutions is a management consulting firm with offices nationwide. Our vision is to be the consulting company that makes a difference for our clients, our employees and in our commu ...
Financial Consultant - Denver, United States - Everence
Description
Job DescriptionJob Description
POSITION SUMMARY
To help people integrate their faith and finances through their investment, insurance, and charitable giving decisions.
RESPONSIBILITIES AND DUTIES
Provide holistic investment, insurance, and charitable giving advice and financial planning counsel to individuals and couples.
Generate new business and sale of products within the market area.
Provide service to existing clients.
Build trust with clients through professional competency and empathy.
Initiate contact (in person, by phone, or by mail) with current clients for cross-sales.
Function effectively as part of a team of advisors approach.
Acquire and maintain a working knowledge of all Everence-offered products and services.
Periodically make group presentations.
QUALIFICATIONS
Strong ambition and desire to generate new business; sales orientation.
Appreciation for the mission of integrating faith and finance.
Self-disciplined and demanding of oneself; self-starter; energetic.
Motivation to excel; strong persuasive skills.
Enthusiasm towards phone work; no call reluctance.
Proven communication skills including objective listening skills, verbal, and written skills.
Ego strength (resiliency).
Ability to explain complex financial concepts in easily understood manner.
Service motivation to build long-term relationships.
Attain appropriate licensing for respective products if not currently licensed, including but not limited to Life & Health Licensure, Series 6 and 63 or 65 (Series 7 also appropriate).
Interest in attaining Certified Financial Planner (CFP) designation or equivalent.SUPERVISORY RESPONSIBILITIES:
None
SCHEDULE:
Full-time
#J-18808-Ljbffr