Finance Consultant
FRG Technology Consulting
Overview Unlock the potential of your finance expertise in a rewarding role that promises innovation and growth. We are seeking a Finance Consultant to join a forward-thinking organization in a hybrid capacity, allowing flexibility between remote and in-office work. As a Finance Consultant, you will engage with Epicor ERP, providing essential insights and support to drive financial success. Responsibilities Comprehensive financial analysis and reporting Implementation and optimization of Epicor ERP systems Collaborating with cross-functional teams to enhance financial processes Advising on strategic financial decisions to support business objectives Staying up to date with industry trends and compliance regulations Qualifications The ideal candidate will possess strong analytical skills, a deep understanding of ERP solutions, and the ability to communicate effectively with diverse stakeholders. #J-18808-Ljbffr
$100k - $120k
...portfolio strategies as clients’ needs evolve Proactively engage with clients and generate referrals What You Bring Bachelor’s Degree in Finance, Financial Planning, or a related field Active Series 65 or 66 , and one of the following: CFP® , CFA® , ChFC® , CIC Life and...SuggestedFull timeWork at officeFlexible hours- Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...SuggestedTemporary workShift workDay shift
$113.5k
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate...Suggested$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at office- ...evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected. You will engage with the community to bring new clients to First...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$120k - $200k
Company Overview Fellowship Financial Group empowers clients through education-driven financial planning. Our comprehensive seven-step process helps individuals and families avoid common retirement pitfalls while aligning strategies with their long-term goals. We believe...Work at office- Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...
- Are you looking for a career that will leverage your years of work experience, provide you an opportunity to build a business you can call your own, and deepen your connection within the community? As an Financial Advisor, you will work directly with individuals, business...Full timeContract workWork experience placementMonday to Friday
$48k - $100k
Company Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals‑based wealth management, including planning for retirement, education...Shift workDay shift- ...plan that is constantly evolving to meet short‑term and long‑term financial goals. They help military families manage day‑to‑day finances, build lifetime assets, and protect against the unexpected. They engage with the community to bring new clients to First Command,...Hourly payMinimum wageTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...bonuses and other incentives. Modern Woodmen is an equal opportunity employer. Seniority level Entry level Employment type Full‑time Job function Finance, Sales, and Business Development Industries Financial Services, Insurance, and Investment Management #J-18808-Ljbffr...Full timeLocal area
- If you answered “YES” to any of the above, we may be the ideal home for you! Evershore Financial Group specializes in comprehensive wealth management solutions tailored to the unique needs of individuals and businesses. We are looking for candidates who are entrepreneurially...
$43.89k - $150k
...License must be obtained within 60 days from employment start date Preferences Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial Advisory experience Compensation for this role includes base compensation...Full timeTemporary workLocal areaFlexible hours- Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...Worldwide
$65k - $80.2k
...including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team Work in a collaborative environment with a high-performing team Work/life balance and...Temporary workWork experience placementLocal areaFlexible hours- ...part of the HBK family of companies—which includes HBK CPAs & Consultants, Vertilocity, and HBKVG,we provide comprehensive financial planning... ...in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen...Temporary workLocal areaFlexible hoursNight shift
- A fraternal financial services organization is seeking a Financial Representative to help individuals achieve their financial goals through tailored plans and dedicated support. The role requires passion, integrity, and the ability to build long-term relationships. Successful...
$45k - $100k
This job posting is anticipated to remain open for 30 days, from 04-Aug-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- The Check Cashing Store is hiring a dynamic sales professional to join our team in the United States. In this role you will promote our financial products and services to help customers meet their short- and long-term financial goals. You will deliver a quality customer...Temporary work
- Achieva Credit Union is seeking a Branch Advisor to deliver outstanding financial services and build lasting member relationships in our New York branch. You will engage with members to understand their needs and guide them toward appropriate products and services, while...
- As an industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s Retirement Company™ and its mission to make a secure financial future possible — one person, one family, one institution at a time...Local area
$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office- ...Academy at Bank of America and local leadership who are invested in your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. Provide end‐to‐end comprehensive advice , deliver...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- First Horizon Advisors is seeking outstanding Financial Advisors to join a growing team. You will develop client relationships and partner with referral sources inside and outside the bank to provide value-based financial guidance. The role emphasizes integrity, teamwork...
- If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Full Time Adm Reg Cutler Bay, FL, US Financial Aid Advisor I provide students with the maximum amount of financial...Full timeTemporary workLocal areaAfternoon shift
- A leading fraternal financial services organization in New York is seeking financial representatives to help individuals from all backgrounds achieve their financial goals. You will create and execute tailored financial plans, provide necessary financial tools, and support...
- Associate Financial Advisor If you’re looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an...Full timeTemporary workWork at officeLocal areaFlexible hours
- ...incentives. Modern Woodmen is an equal opportunity employer. Seniority level Entry level Employment type Full-time Job function Finance, Sales, and Business Development Industries Financial Services, Insurance, and Investment Management Referrals increase your...Full timeLocal area
$90k - $121k
...planning software and CRM tools Preferred Qualifications Education level preferred: Undergraduate Degree (4 years or equivalent) in finance, accounting, wealth management, financial planning, or related disciplines. Experience working with HNW clients CPA, CTFA, or...Work at officeLocal areaDay shift- ...financial aid process and eligibility utilizing a variety of formats. Advises students on all financial aid awards, and other alternative financing options when applicable. Reviews student financial aid applications for completeness and compliance with applicable guidelines....Full timeWork experience placementWork at officeLocal areaRemote workNight shift
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