Top 325 planning consultant Jobs in phoenix az

Bilingual Small Business Financial Wellbeing
Operation Hope —Mesa, AZ
- $58,656 - $60,000 a year
- Full-time
- Spanish
- English
- Mid-level
Quick Apply
Design Build Sales Consultant
Premier Design Build Remodel —Scottsdale, AZ
- $50,000 - $200,000 a year
- Full-time
- Background check
- Residential
- Organizational skills
- Paid holidays
- Health insurance
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Design Consultant
Rockwood Shutters —Scottsdale, AZ
- $65,000 - $75,000 a year
- Urgently hiring
- Background check
- Microsoft Excel
- Sales
- Paid training
- Health insurance
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Sales Consultant - Arizona
TEACHER CREATED MATERIALS —Phoenix, AZ
- $65,000 - $80,000 a year
- Full-time
- Background check
- Up to 50% travel
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
Consultative Sales, Seasoned Executive-Extensive Travel
Global Resources, LLC —Phoenix, AZ
- $105,000 - $525,000 a year
- Full-time
- Bachelor's degree
- Travel
- US work authorization
- Health insurance
- Dental insurance
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4d
Engagement Manager - Remote - USA
Visit.org —Phoenix, AZ
- $75,000 - $100,000 a year
- Full-time
- Remote
- Senior level
- 4 years
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Behavioral Health Consultant
Circle The City —Phoenix, AZ
- Full-time
- Spanish
- Doctoral degree
- Licensed Clinical Social Worker
- 403(b) matching
- Health insurance
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Account Manager (Licensed Advisor) - 60-70K Base Salary Plus Bonus
Trajan Wealth —Scottsdale, AZ
- $60,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Cyber Oracle Cloud Security - Consultant / Security Engineer II
Deloitte —Tempe, AZ
- $82,600 - $162,800 a year
- Full-time
- Oracle
- Computer Science
- Up to 50% travel
14d
Senior Consultant, Workday HCM Functional - Top Secret Cleared
Deloitte —Tempe, AZ
- $116,200 - $229,100 a year
- Full-time
- Bachelor's degree
- Team management
- Travel
4d
Financial Advisor
Spence, Cassidy & Associates, LLC —Arizona
- Contract
- Remote
- Mid-level
- Business development
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Director
NOW CFO —Glendale, AZ
- Full-time
- Hybrid work
- Analysis skills
- Senior level
- Leadership
- Paid holidays
- Health insurance
Quick Apply
3d
Director
NOW CFO —Phoenix, AZ
- Full-time
- Hybrid work
- Analysis skills
- Senior level
- Leadership
- Paid holidays
- Health insurance
Quick Apply
3d
Director
NOW CFO —Phoenix, AZ
- Full-time
- Hybrid work
- Analysis skills
- Senior level
- Leadership
- Paid holidays
- Health insurance
Quick Apply
3d
Floating Leasing & Marketing Consultant
Aspen Square Management —Mesa, AZ
- Full-time
- Mid-level
- Reliable transportation
- 2 years
- Paid holidays
- Health insurance
Quick Apply
10d
Leasing Consultant
The Scion Group —Tempe, AZ
- Part-time
- Sales
- Customer service
- Office
Quick Apply
Project Financial Analyst, Engagement Financial Advisor
Deloitte —Tempe, AZ
- $66,200 - $121,800 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
8d
Sales Consultant (1596)
Drb Homes —Phoenix, AZ
- Full-time
- Marketing
- 5 years
- Mid-level
Interior Designer/Design Consultant
Woodbridge Interiors —Glendale, AZ
- $50,000 - $150,000 a year
- Weekends as needed
- Clean driving record
- Customer service
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
3d
Sales Consultant
DRB Homes —Tempe, AZ
- Full-time
- Marketing
- 5 years
- Writing skills

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planning consultant jobs near phoenix az

Bilingual Small Business Financial Wellbeing

Operation Hope -
Mesa, AZ

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Job Details

Full-time
$58,656 - $60,000 a year

Qualifications

Productivity software

Full Job Description

Job Description

Bilingual Financial Wellbeing Coach – Small Business

DEPARTMENT: HOPE Program Operations

ACCOUNTABILITY: Reports to Director of Operations

JOB SUMMARY

About Operation HOPE: Operation HOPE is a non-profit organization committed to fostering economic empowerment and financial inclusion. Through our small business programs, we aim to support entrepreneurs and small business owners in building sustainable enterprises that contribute to the economic growth of their communities.

Position Overview: We're seeking a passionate and experienced Small Business Coach to join Operation HOPE, bringing entrepreneurial expertise and a commitment to empowering others. As a coach, they'll guide aspiring and existing small business owners, offering tailored one-on-one support, sharing invaluable knowledge, tools, and resources, and fostering a culture of growth and success. Their entrepreneurial journey will serve as inspiration, fueling their dedication to helping individuals navigate challenges, develop robust business plans, and implement strategies for sustainable growth. The ideal candidate will be fluent in both English and Spanish, with the ability to effectively communicate to engage diverse audiences.

Key Responsibilities

Individual Coaching:
- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
- Analyze financial information obtained from clients to determine strategies for meeting client’s financial objectives.
- Provide guidance on business plan creation, business operations, marketing strategies, and growth opportunities.

Training and Workshops:
- Facilitate small business workshops and training sessions covering credit and money management and various aspects of entrepreneurship.
- Answer client’s questions about the purpose and details of financial plans and strategies.
- Deliver engaging content on topics such as business planning, financial management and marketing.
- Ability to deliver 8-Week Business Development Programs as assigned throughout the year.

Resource Connection:
- Connect clients with relevant resources, networks, and support services.
- Stay informed about government programs, grants, and other opportunities available to clients.
- Collaborate with community partners to enhance the support system for entrepreneurs.

Monitoring and Evaluations:
- Track the progress of small businesses through coaching sessions and regular assessments.
- Evaluate the impacts and outcomes of clients during the coaching program. How many graduated from the program, how many small businesses were created, and other data as requested.
- Provide feedback to clients and adjust coaching plans as needed.

Networking and Community Engagement:
- Build and maintain relationships with local businesses, chambers of commerce, and community organizations.
- Represent Operation HOPE at networking events and engage with stakeholders to enhance program visibility.
Service Spanish Speaking Clients

Fluency in English and Spanish, with the ability to effectively communicate to engage with the Hispanic and Latino community.
Excellent written and verbal communication skills both and English and Spanish.
Networking skills, demonstrating accuracy, clarity, and cultural sensitivity to ensure consistent messaging and accessibility for Spanish-speaking stakeholders.

Qualifications:

Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.
Flexibility to deliver evening workshops to meet clients needs as determined.
Comfortable with meeting monthly and annual production goals.
Ability to meet tight deadlines and maintain effective time management.
Proven experience in small business coaching, consulting, or entrepreneurship.
Strong knowledge of business planning, financial management and marketing strategies.
Ability to empathize with and understand the unique challenges faced by small business owners.
Strong Presentation Skills, both in-person and virtually: The ability to facilitate group workshops, maintain engagement, and navigate participant inquiries
Possess cultural competency and the ability to support diverse backgrounds.
Multitask oriented – the right candidate must have the ability to begin, manage and complete several projects and program relationships simultaneously.
Excellent communication and interpersonal skills.
Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
Access to personal transportation that will allow them to travel within the designated market.

EEO STATEMENT

Operation HOPE is an Equal Opportunity Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information or any other characteristic protected by law.

Quick Apply

Refine Your Search

planning consultant jobs in phoenix az

Bilingual Small Business Financial Wellbeing

Design Build Sales Consultant

Design Consultant

Sales Consultant - Arizona

Consultative Sales, Seasoned Executive-Extensive Travel

Engagement Manager - Remote - USA

Behavioral Health Consultant

Account Manager (Licensed Advisor) - 60-70K Base Salary Plus Bonus

Cyber Oracle Cloud Security - Consultant / Security Engineer II

Senior Consultant, Workday HCM Functional - Top Secret Cleared

Financial Advisor

Director

Director

Director

Floating Leasing & Marketing Consultant

Leasing Consultant

Project Financial Analyst, Engagement Financial Advisor

Sales Consultant (1596)

Interior Designer/Design Consultant

Sales Consultant

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