Top 112 Product specialist advisor Jobs in Phoenix, Az

Wealth Advisor
Alerus Financial —Scottsdale, AZ
- $60,000 a year
- CPA
- 5 years
- Office
- Paid holidays
- Disability insurance
Quick Apply
Wealth Associate
Alerus Financial —Phoenix, AZ
- Mid-level
- Office
- Finance
- Paid holidays
- Disability insurance
Quick Apply
Sales Representative - Benefit Specialist
MG Health Insurance Advisors —Scottsdale, AZ
- $65,000 - $100,000 a year
- Weekends as needed
- 18 years or older
- Computer literacy
- English
- Health insurance
- Food provided
Quick Apply
10d
Senior Operations Specialist
LPL Financial —Tempe, AZ
- $17.23 - $28.72 an hour
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Health insurance
- Paid time off
Quick Apply
6d
Tree Care Specialist
Moon Valley Nurseries —Chandler, AZ
- $25 - $40 an hour
- Full-time
- Clean driving record
- 5 years
- Bachelor of Science
- Health insurance
- 401(k)
Quick Apply
8d
RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —Arizona
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Work from home
Tree Care Specialist
Moon Valley Nurseries —Phoenix, AZ
- $25 - $35 an hour
- Full-time
- Clean driving record
- 5 years
- Bachelor of Science
- Health insurance
- 401(k)
Quick Apply
Customer Service Advisor (Product Support Specialist - CE Equipment)
RDO Equipment Co. —Phoenix, AZ
- $80,000 - $100,000 a year
- Heavy equipment operation
- Mid-level
- US work authorization
Quick Apply
5d
Client Support Specialist
ADP —Tempe, AZ
- Overtime
- Military
- Writing skills
- Organizational skills
- Paid time off
- Benefits from day one
Administrative Operations Specialist
Brighton Jones —Scottsdale, AZ
- $29.00 - $36.20 an hour
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Senior People Business Partner, Operations
Whatnot —Phoenix, AZ
- $195,000 - $230,000 a year
- Full-time
- Remote
- Senior level
- Paid parental leave
- Health insurance
Specialist, Talent Acquisition
ASM International —Phoenix, AZ
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Travel
Autonomous Hauling Technology Consultant
Caterpillar —Phoenix, AZ
- $112,710 - $169,060 a year
- Full-time
- Up to 50% travel
- Pass drug screening
- Analysis skills
- Health savings account
- Paid holidays
8d
Operations Center Specialist
Amazon.com Services LLC - A57 —Tempe, AZ
- $22.50 - $24.00 an hour
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Employee assistance program
- 401(k) matching
Institutional Client Specialist, Associate/AVP - Arizona
Morgan Stanley —Tempe, AZ
- $70,000 - $115,000 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Product Specialist - Construction
RDO Equipment Co. —Chandler, AZ
- $65,000 - $90,000 a year
- Presentation skills
- US work authorization
- Senior level
Quick Apply
Product Specialist Advisor
Camping World —Avondale, AZ
- Full-time
- Dealership
- Computer literacy
- High school diploma or GED
- Paid parental leave
- Health insurance
Quick Apply
U.S. Private Bank - Program Analyst
JPMorganChase —Phoenix, AZ
- $100,000 - $110,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Servicing Travel Advisor III - Chase Travel (Remote - Tempe, AZ)
JPMorganChase —Tempe, AZ
- Weekends as needed
- Remote
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- Tuition reimbursement
Edward Jones Generations® Client Concierge Specialist
Edward Jones —Scottsdale, AZ
- $63,200 - $104,200 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Profit sharing
- Health savings account
6d

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product specialist advisor jobs near phoenix, az

Wealth Advisor

Alerus Financial -
Scottsdale, AZ

Quick Apply

Job Details

$60,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Employee stock ownership plan
Opportunities for advancement
Bereavement leave

Qualifications

Math
Financial needs assessment

Full Job Description

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus

ABOUT THE ROLE:

The Wealth Advisors are enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to Alerus clients by serving as their trusted primary point of contact with the support of a team of specialists. All financial advisors assist clients in their selection of Alerus products by recommending appropriate Alerus solutions to ensure the client successfully achieves their financial wellness goals. Financial Advisors are expected to focus their time on developing new business with existing clients 60% and new clients 40%, approximately.

WHAT YOU’LL BE DOING:

Manage and grow a portfolio of high-net-worth clients, providing advanced financial advice and solutions.
Serve as the primary point of contact for clients, assisting them in selecting financial solutions.
Perform regular proactive relationship reviews and evaluate clients' financial needs.
Update CRM software to capture client activity and schedule follow-up actions.
Proactively solicit new business opportunities with existing clients and prospective clients.
Represent Alerus in the marketplace by building a network of influencers and participating in community organizations.
Maintain advanced knowledge of financial planning concepts, including loans, investments, and protection planning.
Develop understanding of estate planning, charitable giving, trusts, and tax management.
Pursue continuing education and self-development to enhance skills.
Build solid working relationships with team members and support their professional development.

WHAT YOU SHOULD HAVE:

Bachelor's degree in business, finance or related field or equivalent work experience required.
5 years of financial services experience, working with high net worth clients.
Maintain an active financial services license i.e. Insurance, Investment, and/or Brokerage.
Plan to achieve or completion of professional and/or financial services accreditation(s) i.e. CFP, CFA, CPA.
Ability to attract and retain high net worth clients.
Expertise in assessing a client’s financial needs and making proactive recommendations.
Previous experience utilizing CRM software to track and manage sales opportunities.
Record of proven sales ability and client service abilities.
Proven written and verbal communication skills.
Established interpersonal and negotiating skills.
Advanced math proficiency

WHAT WE BRING TO THE TABLE:

Competitive compensation including base salary, bonus and/or incentive opportunities.
Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
Learning and development resources for personal and professional career development, and advancement opportunities.
Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
Support for the communities we live in through paid volunteer time and a company donation match opportunity.

WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

BASE PAY RANGE:

$60,000 per year plus incentive compensation

The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.

Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

product specialist advisor jobs in phoenix, az

Wealth Advisor

Wealth Associate

Sales Representative - Benefit Specialist

Senior Operations Specialist

Tree Care Specialist

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Tree Care Specialist

Customer Service Advisor (Product Support Specialist - CE Equipment)

Client Support Specialist

Administrative Operations Specialist

Senior People Business Partner, Operations

Specialist, Talent Acquisition

Autonomous Hauling Technology Consultant

Operations Center Specialist

Institutional Client Specialist, Associate/AVP - Arizona

Product Specialist - Construction

Product Specialist Advisor

U.S. Private Bank - Program Analyst

Servicing Travel Advisor III - Chase Travel (Remote - Tempe, AZ)

Edward Jones Generations® Client Concierge Specialist

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