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Elevated Financial Jobs (NOW HIRING)

Fisher Investments

Financial Counselor

Tampa, FL · Hybrid

Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...

Jobtailor

Director, Sales

Bentonville, AR · On-site

$120 - $180/hr

Elevated financial acumen--margin/forecast planning/budget management * Excellent strategic and disciplined business planning skills * Strong analytical skills with the ability to interpret complex ...

Fisher Investments

Financial Counselor

Garland, TX · Hybrid

Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...

Fisher Investments

Financial Consultant

Tampa, FL · Hybrid

Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...

Fisher Investments

Financial Consultant

Dallas, TX · Hybrid

Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...

Elevated Financial Benefits

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Outside Sales Representative

Phoenix, AZ · On-site

$75K - $125K/yr

Our organization is expanding, and we are looking to hire a Outside Sales Representative in Phoenix and the surrounding area. This position provides the opportunity for rapid income growth and ...

Fisher Investments

Financial Consultant

Garland, TX · Hybrid

Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach. Your journey will ...

Fisher Investments

Financial Counselor

Dallas, TX

Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...

Elevated Financial Benefits

Be Seen First

Outside Sales Representative

Nampa, ID · On-site

$75K - $125K/yr

Our organization is expanding, and we are looking to hire a Outside Sales Representative in Nampa and the surrounding area. This position provides the opportunity for rapid income growth and ...

Fisher Investments

Financial Consultant

Plano, TX

Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...

Elevated Financial Benefits

Be Seen First

Outside Sales Representative

Olympia, WA · On-site

$75K - $125K/yr

Our organization is expanding, and we are looking to hire a Outside Sales Representative in Olympia and the surrounding area. This position provides the opportunity for rapid income growth and ...

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All JobsFinance and Insurance JobsElevated Financial Jobs

elevated financial information

What is an Elevated Financial advisor?

An Elevated Financial Advisor is a professional who provides advanced financial planning and investment advice, often specializing in high-net-worth individuals or complex financial situations. They help clients develop strategies to manage assets, minimize taxes, plan for retirement, and achieve long-term financial goals. Elevated Financial Advisors typically offer personalized services and may have additional certifications or expertise compared to standard financial advisors.

What are some common challenges faced by financial advisors at Elevated Financial, and how can new hires prepare to overcome them?

At Elevated Financial, financial advisors often encounter challenges such as building a client base, staying updated with evolving financial regulations, and tailoring advice to diverse client needs. New hires can prepare by actively networking, pursuing relevant certifications, and participating in ongoing training programs offered by the company. Additionally, leveraging team support and mentorship opportunities can help overcome initial hurdles while fostering professional growth.

What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?

To thrive as a Financial Advisor, you need strong analytical abilities, knowledge of financial markets, and typically a bachelor's degree in finance or a related field, along with relevant licenses such as Series 7 or CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is important for effective client service. Excellent interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build lasting client relationships. These skills ensure that advisors can develop tailored strategies, comply with regulations, and support clients in achieving their financial goals.

What is the difference between Elevated Financial vs Financial Advisor?

AspectElevated FinancialFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCertifications like CFP, Series 7, Series 66 common
Work EnvironmentFinancial firms, investment companies, banksIndependent or firm-based, client-facing
Industry UsageUsed in finance, investment management, wealth planningCommonly used in personal finance, investment advising

Elevated Financial and Financial Advisor roles share similar credentials and work environments, often overlapping in industry usage. Elevated Financial may focus more on higher-level financial planning or investment management, while Financial Advisors typically work directly with clients to develop financial plans. Both roles require relevant certifications and are integral to the finance and wealth management sectors.

More about elevated financial jobs

What cities are hiring for Elevated Financial jobs?

Cities with the most Elevated Financial job openings:

What are the most commonly searched types of Elevated Financial jobs?

The most popular types of Elevated Financial jobs are:

What states have the most Elevated Financial jobs?

States with the most job openings for Elevated Financial jobs include:

What job categories do people searching Elevated Financial jobs look for?

The top searched job categories for Elevated Financial jobs are:

elevated financial jobs near you
Infographic showing various Elevated Financial job openings in the United States as of August 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 92% In-person, 4% Hybrid, and 4% Remote job distribution.

Elevated Care Program Coordinator

Elevated Estate Planning, P.S.

Spokane Valley, WA • On-site

$25 - $27/hr

Full-time

Medical, Dental, Vision, PTO

Posted 11 days ago

Job description

ELEVATED CARE PROGRAM COORDINATOR


Help Families Feel Cared For Long After Their Estate Plan Is Signed

At Elevated Estate Planning, exceptional client service doesn't end when documents are signed. Through our Elevated Care Program, we provide ongoing guidance, support, and education that gives families lasting peace of mind.

We're looking for a compassionate, organized, and service-minded leader to oversee the Care Program, support the client service team, and ensure every member receives an exceptional experience.


Why You'll Love Working Here

  • 100% employer-paid medical, dental, and vision insurance for the employee
  • Two weeks paid vacation
  • Ten paid sick days
  • Fifteen paid holidays
  • Half-day Fridays
  • Collaborative, values-driven team
  • Meaningful work serving families


What You'll Do

Lead the Elevated Care Program

  • Oversee the day-to-day operations and continued growth of the Elevated Care Program.
  • Manage the member experience from enrollment through annual renewals.
  • Develop and improve workflows, service standards, and processes.
  • Identify opportunities to increase member engagement and program value.

Lead and Support the Team

  • Supervise, coach, and support the Elevated Care Benefits Administrator.
  • Delegate work, monitor performance, and provide feedback and guidance.
  • Partner with firm leadership on staffing, program goals, and process improvements.

Serve Our Members

  • Serve as a primary relationship manager and escalation point for Elevated Care members.
  • Respond to member questions by phone, email, and text with professionalism, empathy, and sound judgment.
  • Handle sensitive or challenging conversations while maintaining a welcoming client experience.
  • Ensure timely follow-up and accurate documentation of client communications.

Manage Program Operations

  • Coordinate annual renewals, benefit administration, document review cycles, and member communications.
  • Plan and coordinate member workshops, events, newsletters, and educational materials.
  • Track participation, renewals, retention, service needs, and client feedback to identify opportunities for improvement.
  • Maintain program calendars, records, procedures, and reporting tools.
  • Protect client confidentiality and exercise discretion when handling personal, legal, and financial information.


What We're Looking For

We're looking for someone who is:

  • Passionate about delivering exceptional client service
  • Organized, dependable, and detail-oriented
  • An effective people leader who enjoys coaching and supporting others
  • Calm, professional, and solution-oriented, especially in difficult situations
  • Comfortable managing multiple priorities and shifting demands
  • An excellent written and verbal communicator
  • Comfortable spending significant time on the phone
  • Proficient with Microsoft Office; experience with Airtable and Zoom is a plus
  • Collaborative, adaptable, and willing to take ownership

Preferred Experience

  • Customer service, client success, program management, member services, or operations
  • Supervising, training, or mentoring employees
  • Managing recurring programs, renewals, events, communications, or administrative processes
  • Experience in legal, financial, healthcare, insurance, banking, or another professional service environment is helpful but not required


Join Our Team

If you enjoy leading people, building relationships, and creating exceptional client experiences, we'd love to hear from you. Please submit your resume and a brief cover letter explaining why you're interested in joining Elevated Estate Planning and our client-centered approach.


No walk ins or phone calls please.