Financial Services Consultant
DT Financial
We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. Role consists of helping a wide range of clientele with full fledged financial planning and consulting. Consultants typically start with us on a limited part time basis while also having potential immediate leadership advancement. We utilize every aspect of the financial industry: Wealth Management Retirement Planning Tax Deductions College Funding Wealth Preservation (Insurance) Business Planning Corporate Group Plans And more... Qualities we're looking for: Integrity, ethical and a strong sense of morality. Passion for making a difference and helping people. Self-motivated, accountable, and a team player. Ability to receive coaching and feedback. Strong interpersonal skills Enjoys working in a fast-paced, highly productive, value-driven environment !!! Requirements - (PLEASE READ) !!! Must be over the age of 18 Some college; BS/BA preferred Driver's License Background check required - No criminal history whatsoever Willing to obtain a state license if you do not have one yet. 2-3 years of customer service/client interaction recommended (not required) Schedule: You create your own beside weekly trainings. Whats provided: A Competitive training program to help you get started Mentorship and professional development training throughout your entire career A culture that promotes diversity, teamwork, work/life balance, recognition and rewards The opportunity to pursue leadership and specialized roles Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management Solely Performance-Based (income tax benefits) Our financial consultants are paid in various different ways depending on licenses obtained (Residuals, Renewals, Commissions, Assets Under Management, Monthly - quarterly bonuses) #J-18808-Ljbffr DT Financial
$102.5k - $187.9k
...a better working world.EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate... ...Fund, Wealth/Asset Management company or as a Management Consultant in one of these companies1-2+ years of hands-on Aladdin...SuggestedWork experience placementSummer holidayFlexible hours- ...Financial Services Representative Employment Type: Full-Time, Part Time, Contract Compensation: Performance-based (details provided during... ...willingness to obtain Experience working with clients in a consultative environment What We Offer Structured training and...SuggestedFull timeContract workPart timeFlexible hours
- ...Financial Services Consultant – Loan IQ At ABeam Consulting, you will be a part of the next digital revolution. ABeam's success is created from the contributions of each of our valued employees. At ABeam, you are not just a number! Our employees work together with...SuggestedFull timeWork at officeFlexible hours
$59.5k - $163.14k
Financial Services Consultant Location: New York, Manhattan As a Financial Services Consultant at New York Life, you’ll provide clients with education, strategies, and products to secure their financial future, while building your own rewarding career. In this client-based...SuggestedFull timeContract workWork at officeLocal areaImmediate startRemote workFlexible hours- CCSi in New York seeks a financial services leader to enhance fiscal strategies for human-centered organizations. The role emphasizes collaboration with executive leaders, mentoring staff, and ensuring exceptional client service. Candidates should possess an advanced degree...Suggested
- Financial Service Consultant - Capital Markets Sia is a next-generation, global management consulting group founded in 1999. Our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We help clients initiate...H1bWork at officeWorldwideVisa sponsorshipWork visaFlexible hours3 days per week
- A leading financial services firm is seeking a Financial Services Consultant in New York. This hybrid role involves educating clients on financial products and building a personal practice with the support of a Fortune 100 company. The consultant will provide customized...
- ...book of business You earn renewals year after year Your effort directly builds your future That industry is life insurance & financial services. The same skills that make you successful now transfer directly: Relationship-driven selling Communicating value and...
$4,000 per month
...Commission. Responsibilities Connect and understand potential client financial need in both wealth protection and wealth accumulation. Advise... ...client to make an informed decision. Assist in after sales services including claim, policy renewal. Review and update client...Permanent employmentWork at office$82.6k - $162.8k
...and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of... ...and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation...Local areaVisa sponsorship$100k
...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...other life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients...Hourly payFull timeWork at officeDay shift- ...leader and one of the fastest growing IT consulting firms with operations in US, Canada,... ...India. SAT is an Oracle Gold Partner, SAP Services Partner & IBM Certified enterprise.We guarantee... ...functional expertise with both Oracle Financial Services Analytical Applications (OFSAA)...
$77k - $202k
...ApplicableSpecialismFinanceManagement LevelSenior AssociateJob Description & SummaryAt 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...Full timeH1b- ...commissioned career opportunity based out of our Parsippany, NJ financial center. Advise clients on financial plans utilizing knowledge... ...to establish investment strategies. Responsibilities Services an existing group of clients. Providing an understanding of investment...Full timeLocal areaWork visaFlexible hours
$75k - $150k
...SummaryThe industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. As a Financial Consultant, you will collaborate with our... ..., and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate...- ...We are seeking Financial Advisors for a client in the Buckhead, GA area. Whether you're an established advisor with a large book of business... ...-building opportunities with no restrictions, no products or service sales obligations, etc, then we would LOVE to speak with you!!!...Work at officeFlexible hours
- ...Financial AdvisorAt Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring...
$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing... ...while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient with...- ...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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$90k - $150k
...uncovering client needs, and delivering tailored financial solutions. This individual will play a key role in expanding and servicing a book of business while contributing to a... ...Development Client Relationship Management Consultative Communication Practice Management...Full timeWork at officeRelocationMonday to FridayFlexible hoursAfternoon shift- ...wealth management isn't a feature — it's the foundation. Every financial decision a client faces is ultimately a life decision, and the... ...-looking investment strategies, and family office-level services to individuals, families, and business owners who expect both...Work at officeFlexible hours
$60k - $128k
...Job Description Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional... ...the lives of your clients and your community? As a Financial Services Representative, you will work directly with individuals,...Work experience placementFlexible hours- ...We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace... ...Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and...Local areaFlexible hours
$74.88k - $112.32k
...Responsibilities Sell & Advise : Offer investment solutions and financial planning tailored to client goals. Client Onboarding : Guide... ...setting abilities. Advanced understanding of wealth products and services. Seniority level Associate Employment type Full-time Job...Full timeLocal area$15 per hour
...selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients... ...and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the...Minimum wageFull timeContract workPart time- ...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients...Shift workDay shift
- ...Knugget Financial Services specializes in providing tailored financial solutions for veterans, active-duty service members, and their families. We offer services such as life insurance, retirement planning, and wealth-building strategies. Our dedicated financial strategists...Full timeRemote work
- ...—we’re a collective ensemble built to empower entrepreneurial financial advisors. Whether you're looking to break free from a captive... ...what’s best for clients. Our Support Team Includes: Business Consultants Operations & Admin Experts What Makes You a Great Fit? FINRA Registrations...Remote work
- ...Financial AdvisorLaunch your advisory career with M&T Bank. We're seeking a licensed banker or early-career advisor to grow within the... ...representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives...Work experience placement
- ...Opportunity MassMutual New Jersey NYC is seeking an experienced Financial Services Professional to join our growing Warren office. This... ...success building and maintaining client relationships. Strong consultative sales, communication, and interpersonal skills. Self-...Full timeWork at office
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