Financial Services Consultant
2 days ago
**Job Summary**
We are seeking a highly skilled Financial Advisor to join our team at Equitable Advisors - Southern New Hampshire.
As a Financial Advisor, you will be responsible for assisting clients in designing and implementing strategies to achieve their financial goals. This includes creating customized financial plans, collecting client information, and aiding clients in implementing financial recommendations.
The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful advising relationships, and excellent communication skills.
**Responsibilities:**
- Create tailored financial plans based on clients' potential life changes and evolving financial needs.
- Collect and analyze clients' financial information to determine their financial status, goals, cash flow, and expectations.
- Help clients implement financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.
**Qualifications:*
- Relevant knowledge of the financial industry, products, best practices, and tax regulations is essential.
- A Bachelor's degree in business administration, finance, or a related field is required.
- Current professional licenses (CPA, CFP) and FINRA Series 7 and 66 certifications are mandatory.
- Proven success as a financial planner, personal advisor, analyst, or consultant is crucial.
**Compensation & Benefits:**
$75,000+ per year, depending on experience and performance.
-
Financial Services Consultant
1 month ago
Portsmouth, Portsmouth, United Kingdom Bighornlaw Full timeJob DescriptionWe are seeking an experienced Financial Advisor to assist our clients in designing and implementing strategies to achieve their financial goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills.Key...
-
Financial Innovation Leader
4 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full timeAbout KINTO UKKINTO UK is a pioneering organization that fosters innovation and growth within the mobility industry. We are committed to creating exceptional experiences for our customers and clients.Job Title: Financial Innovation LeaderWe are seeking an accomplished Senior Financial Leader to spearhead our innovation strategy, driving new product...
-
Customer Service Admin/Driver Specialist
4 days ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full timeJob Description:KINTO-UK Ltd, a Mobility Brand owned by Toyota Financial Services Corporation, is seeking an exceptional Driver Support Advisor. This role will be based in Portsmouth and will involve working with customers across the entire driver journey. As a key member of our team, you will be responsible for handling queries, resolving complaints, and...
-
Financial Risk Expert
4 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services, KINTO and KINTO JOIN Full timeJob OverviewWe are seeking an experienced Financial Risk Expert to join our team at Toyota Financial Services, KINTO, and KINTO UK. The successful candidate will lead efforts to reduce delinquency rates and strengthen credit risk management.This is a unique opportunity to build sustainable systems and processes that drive business results. As a key member of...
-
Financial Risk Specialist
4 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services, KINTO and KINTO JOIN Full timeJob DescriptionAs a Credit Risk Controller at Toyota Financial Services, KINTO, and KINTO UK Ltd, you will play a critical role in reducing delinquency rates, strengthening credit risk management, and building sustainable systems and processes.Key AccountabilitiesCollection Strategies: Provide input and advise on collection strategies to improve the team's...
-
Customer Service Liaison Specialist
4 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services, KINTO and KINTO JOIN Full timeAbout KINTO UKKINTO UK, a subsidiary of Toyota Financial Services, is a mobility brand that values exceptional customer service. Our team is dedicated to providing unparalleled support to our clients, ensuring their needs are met with efficiency and professionalism.
-
Financial Services Group Accountant
1 day ago
Portsmouth, Portsmouth, United Kingdom Charles Taylor Full timeCharles Taylor, a leading global provider of professional services and technology solutions to the insurance industry, seeks a talented individual to join our team as a Financial Services Group Accountant.The RoleThis role is responsible for supporting the Group Accounting & Acquisitions Manager in statutory reporting, with a focus on being a key point of...
-
Client Management Lead
3 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full timeJob OverviewWe are currently recruiting for a Client Management Lead to join our team at Toyota Financial Services Corporation.In this role, you will be responsible for managing the operational relationship of a set of key client accounts, ensuring effective relationships are built and maintained with customers and internal departments.Your key...
-
Financial Modelling Specialist
4 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services, KINTO and KINTO JOIN Full timeResponsibilities">The successful candidate will have the following responsibilities:Develop and implement credit risk strategies to mitigate potential losses;Analyse credit data to identify trends and patterns;Provide recommendations to senior management on credit risk policies and procedures;Collaborate with cross-functional teams to develop and implement...
-
Customer Service Advisor
1 week ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full timeThis is an exciting opportunity to work for KINTO-UK Ltd, a leading mobility brand owned by the Toyota Group. We are seeking a highly skilled Customer Service Admin/Driver to join our team in Portsmouth.The successful candidate will have a strong passion for delivering exceptional customer service and be able to communicate effectively with customers across...
-
Customer Service Representative
4 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services, KINTO and KINTO JOIN Full timeJob SummaryWe are seeking a highly skilled and motivated Customer Service Representative to join our team at Toyota Financial Services, KINTO and KINTO JOIN. As a Customer Service Representative, you will be the first point of contact for our customers, handling a variety of tasks and responsibilities with professionalism and poise.Main...
-
Financial Services Professional
2 days ago
Portsmouth, Portsmouth, United Kingdom Coloradomtn Full timeJoin Our Team!Coloradomtn is seeking a Financial Services Professional to join our team. As a key member of our team, you will be responsible for providing exceptional service to our members and promoting our products and services.Responsibilities:Provide financial guidance and counseling to membersAnalyze and resolve member account and loan...
-
Mortgage Services Consultant
4 weeks ago
Portsmouth, Portsmouth, United Kingdom Countrywide Mortgage Services Full timeMortgage Advisor OpportunityWe are seeking an exceptional individual to join our team as a Mortgage Advisor in Portsmouth, working in our Estate Agency Branch.The ideal candidate will be adaptable, self-motivated, and comfortable working in a fast-paced, target-driven environment.The role involves building relationships with Estate Agency teams to provide...
-
Customer Service Representative
4 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services, KINTO and KINTO JOIN Full timeAbout the Role:We are seeking a highly skilled and motivated CUSTOMER SERVICE REPRESENTATIVE to join our team at Toyota Financial Services, KINTO and KINTO UK.Key Responsibilities:Build and maintain effective relationships with clients to deliver exceptional customer experience.Monitor and manage all vehicles off-road, ensuring timely repairs and reunions...
-
Operational Relationship Specialist
3 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full timeAbout the RoleWe are seeking a highly skilled Operational Relationship Specialist to join our team at Toyota Financial Services Corporation.In this role, you will manage the operational relationship of a set of key client accounts, ensuring effective relationships are built and maintained with customers and internal departments.Your focus will be on...
-
Senior Credit Risk Strategist
4 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full timeAbout the RoleThis challenging and rewarding position is a key component of our financial services team. As a Senior Credit Risk Strategist, you will be responsible for developing and implementing strategies to reduce delinquency rates and strengthen credit risk management within KINTO-UK Ltd.Key Responsibilities:Lead efforts to develop and refine...
-
Financial Services Professional Wanted
1 day ago
Portsmouth, Portsmouth, United Kingdom St. James's Place Full timeAbout UsFirmitas Financial Services is dedicated to providing exceptional financial advice to our clients. We're passionate about helping individuals achieve their financial goals and live a fulfilling life.Role SummaryWe're seeking an experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for cultivating long-term...
-
Financial Services Advisor
3 weeks ago
Portsmouth, Portsmouth, United Kingdom TPF Recruitment Full timeRole DescriptionThe Financial Services Advisor role involves providing outsourced accounting services, including bookkeeping, VAT returns, and payroll support, ensuring clients meet their compliance obligations. You will also act as a point of contact for clients, offering support and advice on accounting and tax matters, and building strong professional...
-
Customer Service Advisor for Fleet Management
4 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services, KINTO and KINTO JOIN Full timeAbout the RoleWe are seeking a skilled Customer Service Advisor to join our team at Toyota Financial Services, KINTO and KINTO JOIN. This is an exciting opportunity to work with a leading mobility brand, providing exceptional customer service and support.Key ResponsibilitiesProvide first-class customer service via phone, email, and web chat, resolving...
-
Financial Services Director
4 weeks ago
Portsmouth, Portsmouth, United Kingdom Rivers Casino Full timeAbout the RoleWe are seeking a highly skilled Financial Services Director to lead our Cage operations at Rivers Casino. As a key member of our management team, you will be responsible for ensuring a positive guest experience, regulatory compliance, and efficient financial operations.Key Responsibilities:Develop and implement policies and procedures for...