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
$107k - $178k
## Financial Services-Senior ConsultantApplylocations: US - NY, New York: US - Remote (Any location)time type: Full timeposted on: Posted Todayjob requisition id: 39458**Job Family:**Management Consulting**Travel Required:**Up to 25%**Clearance Required:**None**What You...SuggestedTemporary workWork at officeRemote workFlexible hours$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...SuggestedPermanent employmentWork at office- A leading technology firm in New York City is seeking a Business Value Consultant specializing in Financial Services. The role involves driving financial impact, addressing data challenges, and fostering strong customer relationships. Candidates should have over 9 years...Suggested
$50k - $55k
...contribute to the health of communities. JOB DESCRIPTION Summary/Objective: The Financial Aid Associate is a student-centered role focused on providing immediate and comprehensive service to students in funding the student’s education. The candidate will navigate...SuggestedFull timePart timeWork at officeLocal areaImmediate startMonday to FridayFlexible hours- A leading organization in the financial technology sector is seeking an Oracle Financial Services Consultant to enhance business processes. This role involves designing efficient solutions, collaborating with stakeholders, and leading process improvements. Candidates should...SuggestedRemote job
- Our client, a leading organization in the financial technology sector, is seeking a dedicated and skilled Oracle Financial Services Consultant to join their dynamic team. As an Oracle Financial Services Consultant, you will be an integral part of the support team, contributing...Weekly payTemporary workRemote workFlexible hours
$78.52k - $117.52k
...TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program... ...will need to leverage their experience to service the unique and complex needs of TD... ...and small business banking clients ~ Consultative sales experience required ~ Demonstrated...Work at officeLocal areaWork from homeFlexible hours$116k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and... ...and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management...Start working todayWork at office$66.56k - $99.32k
...Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth... ...maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing. The FAA will rely on relationship building...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours$65k - $70k
...Financial Counselor The Financial Counselor will be responsible for leading the Rockaway Village Financial Counseling Program based at the Far Rockaway Opportunity Center. They will host monthly financial literacy workshops, conduct outreach, and hold one-on-one sessions...Work at officeWork visaMonday to FridayAfternoon shift$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives...Local area
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...Full timeContract workFor contractorsWork at office$62.4k - $64.35k
...Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic... ...them about the bank and investment program products and services that are most appropriate for their situation. Help the...Full timeTemporary workPart timeSeasonal workImmediate startFlexible hours$90k - $100k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and... ...and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management...Start working todayWork at office$75k - $90k
...hybrid in-office schedule is three days a week, typically Tuesday, Wednesday, and Thursday. Foot Locker, Inc. is hiring three Financial Planners to join our team! This role's main function is to unite the product merchandise vision with the divisional financial...Temporary workSeasonal workWork at officeFlexible hours3 days per week- ..., 2026 While local candidates are preferred, remote candidates may be considered for this volunteer position. Purpose A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management...Local areaRemote work
$100k
...looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing...Remote workFlexible hours- ...Fifth Avenue Financial is seeking a financial advisor with experience to join our team. Compensation is 100% commission, earnings... ...customer financial situations and provide tailored financial services and insurance products * Develop customized financial plans...
- ...that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even... ...on a winning combination. About the Job * As a Financial Services Advisor, you will work directly with real people pursuing real...
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about... ...: Offer ongoing financial planning and investment management services. Conduct Reviews: Regularly review and update financial...Temporary workLocal areaFlexible hours$62.35k - $90k
...and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice... ...objectives. ~ Recommends investment products, solutions, and services that are suitable for prospects and clients based on...TraineeshipWork experience placement- ...need for a debt relief program while gathering all necessary financial details to create a comprehensive, well-organized analysis and... ...issues and identify those who can benefit from our debt settlement services. Build professional rapport while gathering key details...Work experience placement
- ...may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other... ...businesspeople, and families to help them navigate through and secure their financial future. Who we are: Lenox Advisors is a premier wealth...Day shift
$400 per unit
...Financial Empowerment Consultant Met Council is America's largest Jewish charity dedicated to serving the needy. We fight poverty through comprehensive social services and by treating each client with compassion, integrity, and respect. Our programs are staffed by...For contractors$55.25k - $66.3k
...advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help... ...with clients and develop a service model to provide solutions that support... ...PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance...Full timePart timeWork experience placementLocal area- ...Summary: We are seeking Financial Advisors and Wealth Advisors with experience with Life Insurance, Annuities, and Investments, that... ...are looking for strong transition packages and the ability to service their clients (and prospective clients) better. Responsibilities...
- ...primary focus is on high-quality qualification: subtly demonstrating the need for a debt relief program while gathering all necessary financial details to create a comprehensive, well-organized analysis and hand-off summary. This sets up our senior sales representatives for...Remote workWork from home
- ...one of our clients. Job Summary Our client is seeking a Financial Counselor responsible for providing financial education and... ...Provide estimates of patient financial responsibility for services and procedures. Discuss payment options and establish payment...Temporary workWork experience placementLocal areaRemote work
$76.5k - $90k
...Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management,... ...is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours
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