Top 6642 Financial analyst, operations Jobs in Tempe, Az

SERIES 7 REQUIRED - Registered Client Service Associate
Pathlight Advisors —Scottsdale, AZ
- $65,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Profit sharing
- Health insurance
Quick Apply
Manager of Special Process
Gold Tech Industries —Tempe, AZ
- Full-time
- 3 years
- Supervising experience
- Math
- Health insurance
- Dental insurance
Quick Apply
7d
Wastewater Operator 3
Global Water Resources, Inc. —Maricopa, AZ
- Weekends as needed
- CDL B
- Background check
- Clean driving record
- Health insurance
- Dental insurance
Quick Apply
Electrical Project Manager
Jenco Inc —Scottsdale, AZ
- Full-time
- Background check
- Construction site
- Pass drug screening
- Disability insurance
- Health insurance
Quick Apply
Vegan CPG Production & Operations Director (7+ years experience)
LeafSide —Mesa, AZ
- Email
- 7 years
- Bachelor's degree
- US work authorization
- Paid holidays
- Relocation assistance
Quick Apply
Industrial Maintenance Manager
Capstone Precision Group —Mesa, AZ
- $85,000 - $95,000 a year
- Full-time
- Mentoring
- Manufacturing
- Senior level
- Health savings account
- Health insurance
Quick Apply
Service Manager
Confidential —Phoenix, AZ
- Overtime
- Construction site
- 3 years
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
General Manager (Air Charter Company)
Confidential —Scottsdale, AZ
- $200,000 a year
- Full-time
- Continuous improvement
- Mentoring
- In-person
- Health insurance
- 401(k)
Quick Apply
Directional Drilling Foreman
Kleven Construction. —Tempe, AZ
- $70,000 - $90,000 a year
- Full-time
- Construction site
- Supervising experience
- In-person
- Health insurance
- Dental insurance
Quick Apply
7d
Steel Project Manager
Agate Steel —Scottsdale, AZ
- From $100,000 a year
- Microsoft Excel
- 5 years
- Mentoring
- Profit sharing
- Health insurance
Quick Apply
Senior Project Manager – Commercial Real Estate Project Delivery
Keyser Commercial Real Estate —Scottsdale, AZ
- $110,000 - $140,000 a year
- Full-time
- 7 years
- Construction site
- Residential
- Health savings account
- Disability insurance
Quick Apply
8d
Laboratory Director
Celebration Stem Cell Centre —Gilbert, AZ
- Part-time
- Medicine
- HIPAA
- Doctor of Philosophy
Quick Apply
1d
Crisis Counselor - Hospital Rapid Response (Mobile, Travel req)
CRISIS PREPARATION AND RECOVERY INC —Tempe, AZ
- $65,000 - $105,000 a year
- 12 hour shift
- Background check
- Experience working with individuals with developmental disabilities
- CPR Certification
Operations Engineer II
SwitchThink Solutions LLC —Phoenix, AZ
- On call
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Computer Science
Quick Apply
6d
Clinical Compliance AND Operations Auditor
Centria Autism —Phoenix, AZ
- $95,000 - $110,000 a year
- Full-time
- Doctoral degree
- Computer literacy
- Writing skills
Quick Apply
21h
Senior Project Manager (Land Development) - Phoenix
RICK ENGINEERING COMPANY —Phoenix, AZ
- $145,000 - $160,000 a year
- Full-time
- Residential
- Bachelor's degree
- Mentoring
- Profit sharing
- Disability insurance
Quick Apply
Procurment / Logistics Manager
Carter Architectural Panels, Inc —Mesa, AZ
- $50,000 - $75,000 a year
- Full-time
- Customer service
- Continuous improvement
- Contracts
- Health insurance
- Dental insurance
Quick Apply
2d
Senior NetSuite Engineer
Consumer Cellular —Scottsdale, AZ
- $111,300 - $161,700 a year
- Full-time
- Hybrid work
- Background check
- Computer science
- 7 years
- AD&D insurance
- Paid holidays
Nursing Home Administrator — Tucson, AZ (Relocation Required)
Healthcare Management —Phoenix, AZ
- Full-time
- Skilled nursing facility
- Nursing home
- Bachelor's degree
- Relocation assistance
- Health insurance
Quick Apply
Investment & Trader Analyst
Phoenix based Financial Service Firm —Phoenix, AZ
- $78,000 - $92,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply

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financial analyst, operations jobs near tempe, az

SERIES 7 REQUIRED - Registered Client Service Associate

Pathlight Advisors
Scottsdale, AZ

Quick Apply

Job Details

Full-time
$65,000 a year

Benefits

Profit sharing
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Customer communication
Research
Series 7
Driver's License
Series 65
Series 63
Time management

Full Job Description

About Pathlight Advisors

Pathlight Advisors is a total wealth management firm that provides comprehensive financial planning and investment management services. Dedicated to improving the lives of our clients both today and through their retirement, we help our clients to develop a clear vision of their life goals. The team at Pathlight Advisors helps support their journey by providing comprehensive and coordinated wealth management advice that encompasses all areas of their financial life.

Pathlight Advisors also has a niche in designing, advising, reviewing and monitoring qualified retirement plans.

Pathlight Advisors Culture

The culture at Pathlight Advisors is focused on excellence and individual growth. We encourage advancing education and acquiring additional designations. We want to create a career path and trajectory for our team members that capitalizes on their strengths. We believe when a team member is valued and encouraged it benefits the entire organization.

Role Summary

The primary responsibility of the Registered Client Services Associate is to provide excellent follow-through and operational support to Financial Advisors in servicing and delivering on the needs of high net worth individual and corporate clients. As a Registered CSA, you will have a direct impact on the client experience and are vital to the success of the organization. This role requires a self-starter who is disciplined and uses time effectively. The ideal candidate will possess a naturally positive attitude with a friendly & optimistic communication style. The chosen candidate will be a member of a dynamic team in a collaborative, client-focused environment utilizing their exceptional organizational, communication and problem-solving skills. This is a role that offers great career path opportunities.

Role Responsibility

Responsible for day-to-day operations and administrative support for one or more Financial Advisors. This includes answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, prepare client meeting material and agenda utilitizing eMoney, as well as initiating and anticipating the needs of others.

Initial point of contact for High Net Worth clients. Ability and knowledge to respond to requests for investment, mutual fund and account information, with the ability to resolve complex account issues.

Responsible for following standardized procedures to meet client needs and may conduct research for complex requests.

Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements.

Coordinating with internal operation departments to ensure client requests are fulfilled.

Managing client deposits.

Develop and maintain proficient knowledge of financial products and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.

Maintaining data integrity across all systems and updating as necessary.

Participate in special projects and perform other duties as assigned.

Role Requirements

· 2+ years of experience as a Registered Client Service Associate

· Series 7 along with Series 63/65 or 66 preferred or to be obtained within 90 days of hire

· Dedicated to excellence in everything you do

· Outstanding communication skills - verbal and written

· Experience with eMoney

· Must be organized, meticulous & detail oriented

· Ability to thrive in a fast-paced environment, as well as the ability to prioritize and multitask

· Impeccable problem solving and time management skills a must

· Ability to exercise good judgement by recognizing urgency and setting priorities

· Must be able to pass background check

· Must possess a valid driver’s license and have reliable transportation

Schedule, Benefits & Compensation

· Monday through Friday 7:30am - 4:00pm and 6:30 am -3:00pm (daylight savings hours)

· 401 (K) and Profit Sharing

· Paid Time Off

· Competitive Salary

· Health and Dental Insurance

Pathlight Advisors is an Equal Opportunity Employer

Job Type: Full-time

Pay: $65,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

License/Certification:

Series 7 (Required)
Series 63 and 65 or 66 (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial analyst, operations jobs in tempe, az

SERIES 7 REQUIRED - Registered Client Service Associate

Manager of Special Process

Wastewater Operator 3

Electrical Project Manager

Vegan CPG Production & Operations Director (7+ years experience)

Industrial Maintenance Manager

Service Manager

General Manager (Air Charter Company)

Directional Drilling Foreman

Steel Project Manager

Senior Project Manager – Commercial Real Estate Project Delivery

Laboratory Director

Crisis Counselor - Hospital Rapid Response (Mobile, Travel req)

Operations Engineer II

Clinical Compliance AND Operations Auditor

Senior Project Manager (Land Development) - Phoenix

Procurment / Logistics Manager

Senior NetSuite Engineer

Nursing Home Administrator — Tucson, AZ (Relocation Required)

Investment & Trader Analyst

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