Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Services Consultant in New York, NY vacancy
  • $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... 
    Suggested
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Dovel Technologies, Inc

    New York, NY
    3 days ago
  • $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... 
    Suggested
    Permanent employment
    Work at office

    Success Human Resource Centre Pte Ltd.

    New York, NY
    1 day ago
  • 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

    Databricks Inc.

    New York, NY
    1 day ago
  • $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... 
    Suggested
    Full time
    Part time
    Work at office
    Local area
    Immediate start
    Monday to Friday
    Flexible hours

    Helene Fuld College of Nursing

    New York, NY
    22 days ago
  • 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... 
    Suggested
    Remote job

    ManpowerGroup Global, Inc.

    New York, NY
    17 hours ago
  • 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 pay
    Temporary work
    Remote work
    Flexible hours

    ManpowerGroup Global, Inc.

    New York, NY
    1 day ago
  • $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 office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Brooklyn, NY
    1 day ago
  • $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 today
    Work at office

    New York Life

    New York, NY
    2 days ago
  • $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 work
    Traineeship
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Brooklyn, NY
    1 day ago
  • $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 office
    Work visa
    Monday to Friday
    Afternoon shift

    Phipps Houses

    New York, NY
    3 days ago
  • $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 office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Jersey City, NJ
    7 days ago
  •  ...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

    Thrivent Financial

    New York, NY
    3 days ago
  • $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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    New York, NY
    3 days ago
  • $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 time
    Temporary work
    Part time
    Seasonal work
    Immediate start
    Flexible hours

    Popular

    New York, NY
    17 hours ago
  • $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 today
    Work at office

    Strategies For Wealth

    New York, NY
    4 days ago
  • $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 work
    Seasonal work
    Work at office
    Flexible hours
    3 days per week

    Foot Locker

    New York, NY
    4 days ago
  •  ..., 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 area
    Remote work

    Gamma Phi Beta

    New York, NY
    4 days ago
  • $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 work
    Flexible hours

    Eastern Advisory Group

    Brooklyn, NY
    17 hours ago
  •  ...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... 

    Fifth Avenue Financial

    New York, NY
    17 hours ago
  •  ...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... 

    Lee Nolan & Koroghlian LLC

    New York, NY
    4 days ago
  • $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 work
    Local area
    Flexible hours

    CAPTRUST

    New York, NY
    3 days ago
  • $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... 
    Traineeship
    Work experience placement

    Raymond James Financial Services

    New York, NY
    3 days ago
  •  ...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

    Century

    New York, NY
    1 day ago
  •  ...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

    Lenox Advisors

    New York, NY
    17 hours ago
  • $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

    Met Council

    New York, NY
    17 days ago
  • $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 time
    Part time
    Work experience placement
    Local area

    Ameriprise Financial

    New York, NY
    3 days ago
  •  ...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... 

    Provision People

    New York, NY
    1 day ago
  •  ...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 work
    Work from home

    Century Consulting Services

    New York, NY
    3 days ago
  •  ...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 work
    Work experience placement
    Local area
    Remote work

    Medix

    New York, NY
    4 days ago
  • $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 work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    New York, NY
    17 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Consultant. Be the first to apply!