Financial Solutions Consultant
$120k - $260kAmericor, Inc.
Elevate your career with a company that’s consistently recognized as one of the Top Workplaces. We’re on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals to join our high-performing sales team. As a Financial Consultant, you’ll be the first point of contact for customers looking for financial solutions- and your sales expertise will play a key role in helping them get back on track! So if you’re ready to make a real impact, work with an amazing team, and take your career to the next level, Americor wants to meet YOU! Apply today and be part of something truly great! Responsibilities Consult with clients to assess their finances and determine if debt settlement is a viable option. Handle inbound calls while also proactively reaching out to leads provided by the company. Educate clients on the debt settlement process, including how it works, potential risks, and benefits. Outline debt settlement terms & conditions, including monthly payments and the timeline for resolution. Maintain accurate and detailed records of client interactions and agreements within the company's CRM system to ensure accountability and follow-through. Meet or exceed monthly sales targets and performance metrics set by the company. Ensure adherence to all state and federal laws, as well as company policies related to debt settlement. Keep up-to-date with changes in the debt settlement industry, including legal updates and market conditions, to provide informed advice to clients. Requirements Minimum of 1 year of experience enrolling customers into debt settlement programs. 2+ years of sales experience in a call center with a proven track record of success. Strong work ethic, self-motivation, and a results-driven attitude. Minimum of 2 years of experience utilizing a CRM to manage customer interactions and maintain accurate documentation. Proficient in Google Workspace, email communication, managing customer inquiries, multitasking, and internet navigation. Exceptional verbal and written communication skills, with the ability to convey complex financial concepts clearly and effectively. Skilled in managing customer inquiries via phone, email, and chat, with a demonstrated ability to multitask and prioritize in a dynamic environment. Demonstrated ability to build rapport with clients, handle objections confidently, and guide them toward informed financial decisions. Must be available to work evenings and/or weekends as required. Shift hours are 11:00 AM to 8:00 PM PST. Candidates must be available to work one of the following schedules: Tuesdays through Saturdays Mondays through Thursdays Sat to Wed *Candidates may select their preferred schedule from the options listed above. The Pay Solid performers can earn between $120,000 and $260,000 annually! The Perks UNCAPPED Commissions – Top performers consistently earn $20K – $30K+ per month Daily Pay Option – Get paid faster with flexible daily payout access Paid Training – We invest in your success from Day 1 Company Events & Perks – Enjoy paid team lunches, exclusive top earner awards dinners, and more Career Growth & Leadership Opportunities – We promote from within Medical, Dental & Vision Insurance – Comprehensive benefits to support your well‑being 401(k) Retirement Plan – Plan for your future with employer-supported retirement savings Trusted Company – A+ BBB rating, 4.9 stars on Trustpilot, and a strong reputation in the industry #J-18808-Ljbffr Americor, Inc.
$77k - $202k
...Requirements: Up to 60% At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients...SuggestedFull timeH1b$70k - $80k
A leading financial institution in Denver seeks a motivated financial advisor to provide comprehensive financial advice and customized solutions to clients. The role includes triaging client needs, recommending appropriate banking and investment strategies, and managing...Suggested- A leading financial institution in Aurora, Colorado, is looking for a candidate to provide financial advice and solutions to clients. The ideal candidate will help clients achieve their financial goals through strategic recommendations and effective communication. Responsibilities...Suggested
- Americor, Inc. in Denver is seeking a motivated Financial Consultant to help clients navigate their financial futures. Responsibilities include assessing potential debt settlement options, managing customer inquiries, and maintaining detailed records. Ideal candidates...Suggested
$70k - $80k
Job Description Providing comprehensive financial advice and customized solutions to clients, this role includes triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment...SuggestedTemporary workMonday to FridayShift workDay shift$99k - $232k
...Performance Management practice, within Finance Consulting services, will provide the opportunity... ...team helps clients optimise and align financial planning, consolidation, reporting and... ...and enterprise performance management solutions that help clients modernize planning,...Full timeH1b$5,000 per month
...vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their... ...incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaRelocation packageFlexible hours$120k - $260k
...empower individuals to take control of their financial future, and we’re looking for driven,... ...performing sales team. As a Financial Consultant, you'll be the first point of contact for customers looking for financial solutions- and your sales expertise will play a key...Daily paidFull timeTemporary workMonday to ThursdayFlexible hoursShift workWeekend workAfternoon shift$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor to join their Merrill Wealth Management team in Englewood, Colorado. This role focuses on client relationship development and providing comprehensive financial advice. The advisor will manage client portfolios, prepare...Hourly payTraineeship$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) - Job Overview As a Financial Solutions Advisor Stage I, you will obtain Securities Industry licenses... .... Acquire, build and manage client relationships through a consultative approach. Deliver client reviews and presentations with...Hourly payImmediate start- ...Advisor in Denver, CO. This role requires at least 2 years of financial advisory experience, a valid Series 7 and 66 license, as well... ...relationships with clients, delivering personalized investment solutions, and ensuring exceptional client experiences. The company offers...
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workWork at office
$28.85 - $33.65 per hour
Financial Solutions Advisor Merrill Wealth Management offers a role as a Financial Solutions Advisor within the centralized segment of the Advisor Development Program. The position focuses on developing and maintaining client relationships, providing holistic financial...Hourly payTraineeshipShift workDay shift$28.85 - $33.65 per hour
...Financial Solutions Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products... ...success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...Hourly payTraineeshipWork at officeShift workDay shift- UMB Financial Corporation is seeking a Personal Banker I in Arvada, CO. As a Personal Banker, you'll build relationships and recommend financial solutions to enhance customer well-being. This role requires sales skills and offers extensive training to help you excel. The...
$70k - $80k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Full timeTemporary workWork at officeMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Hourly payFull timeTemporary workWork at officeMonday to FridayShift workDay shift- WealthBridge Financial Group is seeking a results‑oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their... ...your financial expertise to offer comprehensive solutions, including investment opportunities, retirement...
$68k - $75k
...Energy Financial Analyst / Utilities Consultant Lakewood, CO NewGen Strategies & Solutions is a management consulting firm with offices nationwide. We specialize in three core practices—Energy, Water, and Solid Waste—providing strategic insight and practical solutions...Full timeWork at officeLocal areaWork from homeFlexible hours$21 - $24 per hour
EmergencyMD in Aurora, Colorado is looking for a Financial Consultant I. In this role, you'll provide personalized service and guidance to members regarding loans and financial solutions. The ideal candidate should possess strong communication skills, a positive attitude...Hourly pay- ..., while positioning Staples Technology Solutions as the preferred solution for decision... ...departments of target companies · Prepare for consultative engagement with prospects through... ...· Confidence in applying business and financial expertise to identify and qualify opportunities...Contract workWork experience placementWork at officeLocal areaRemote workWork from homeFlexible hours
- ...About the job Financial Consultant (Remote)Empower Your Future with a Flexible, Remote Financial Consulting RoleAbout Us:We're a forward-thinking... ..., Mexico, and beyond, we deliver personalized financial solutions that help individuals achieve true financial independence....Part timeImmediate startRemote workWorldwideFlexible hours
- A forward-thinking financial services company is seeking a Financial Consultant to deliver personalized financial solutions. This remote position offers flexibility, allowing you to create your own schedule while aiding clients in achieving their financial goals. Key responsibilities...Remote workFlexible hours
$20 - $24 per hour
OneMain Financial seeks a Loan Sales Specialist in Denver, Colorado, to empower customers through tailored financing solutions. The ideal candidate has a High School Diploma and experience in sales, collections, or customer service. Responsibilities include engaging clients...Hourly pay- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workWork at officeMonday to FridayShift workDay shift
$85k - $121k
...Job Description: Financial Planning Consultant To be eligible for consideration of this role, your primary residence must be located... ...personalized financial planning and integrated financial solutions that help Fidelity Advisory Services (FAS) clients make...Work from home$88.9k - $155.5k
...independently drive utilization and adoption of Sg2 products and solutions while enhancing internal effectiveness through process... ...in product advisory, client engagement, or healthcare strategy consulting highly preferred. ~ Experience collaborating cross-functionally...- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workWork at officeMonday to FridayShift workDay shift
$247k - $290k
...Senior Staff Product Manager, Identity Risk Solutions Denver, Colorado, United States; San Francisco, California, United States Checkr is building the data platform to power safe and fair decisions. Over 140,000 companies and millions of people rely on Checkr for...Work at officeLocal areaRemote workRelocationFlexible hours3 days per week$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary...Full timeContract workFor contractorsWork at office
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