Finance Consultant
Holman
Finance Consultant role based in Cary, NC (onsite) to support dealership F&I performance, customer financing workflows, and sales consultant training. Responsibilities Maintain a successful F&I (finance and insurance) operation Ensure every buyer is given the opportunity to purchase appropriate financing, payment protection , and other supported products/services for the vehicle selected Operate a follow-up process to collect one pay contracts and outstanding titles Drive and maintain high customer satisfaction scores Process, review, and analyze customer credit reports Run customer credit reports that include detailed credit history and confidential consumer data Analyze credit history to determine the probability of the bank accepting the customer’s credit application Maintain current knowledge of finance and insurance products and manufacturer policies Train and manage sales consultants on F&I-related products and paperwork Maintain awareness of industry trends and create and maintain relationships with industry contacts Assist desk managers as needed Requirements Valid driver’s license with an excellent driving record Strong organizational skills Excellent written and verbal communication skills 2–5 years of experience as a dealership automotive finance manager (preferred) Ability to provide excellent customer service alongside strong organization Minimum of 2 years of experience Benefits Health Insurance Vision Insurance Dental Insurance Life and Disability Insurance Flexible Spending and Health Savings Accounts 401(k) plan with Company Match Paid Time Off (PTO) Paid Holidays, Bereavement, and Jury Duty AI Use and Integrity Statement Applicants should not use AI tools to answer interview questions on their behalf, or use AI tools in any way during the interview or other qualification process(es) Applicants should not misrepresent or embellish qualifications, skills, and experience Applicants should not create false or misleading representations of identity (e.g., deepfakes or altered images/videos) Your application should reflect your authentic abilities and experiences; any use of AI that compromises honesty or integrity may result in disqualification Equal Opportunity Employment and Accommodations Provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, #J-18808-Ljbffr Holman
- We are looking for Experienced Advisors to join our Carolina Financial Group Team! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will ...SuggestedWorldwide
- ...purpose of sales, conservation, and service. Adequately prepares for and conducts all appointments using Western & Southern Life consultative practices and processes. Effectively sells insurance and investment solutions. Effectively plans for and schedules all sales,...SuggestedWork at officeLocal area
$250k
...Bank's relationship-focused culture. Preferred Qualifications Certified Financial Planner (CFP®) Chartered Financial Consultant (ChFC®) Chartered Financial Analyst (CFA®) The above statements are intended to describe the general nature and level of...Suggested- ...advises patients on insurance benefits, explains financial liability, collects payment, negotiates payment arrangements, secures financing, identifies funding sources and resolves any confusion the patient may have about their financial obligations to the facility. Counselor...SuggestedReliefWork at officeLocal areaFlexible hours
$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- ...interacts with branch partners to educate branch staff on client needs identifications and referrals. Counsels customers on business financing needs, and process and completes detailed review of loan application and other business services. Analyzes customer financial...Work at officeLocal area
- Job Description We are looking for Experienced Advisors to join our Carolina Financial Group Team! \n \n You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients...Worldwide
$50k - $60k
...Financial Advisor and beyond. Who this role is for You do not need a finance background. Many of our strongest advisors came from careers in sales, real estate, lending, consulting, education, ministry, the military, or business ownership. What they had in...Full timeLive inWork at office$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeFor contractorsInternshipLocal areaFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$110.7k - $218.3k
...value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy... ...may be available.A Bachelor's degree in Accounting, Finance, Business Administration, Economics, Information Systems, or another...Visa sponsorship- ...disruptive tech like AI, market uncertainty, and regulatory change, finance and global business services leaders recognize the opportunity... ...on 12/01/2026Work you'll doAs a Finance Analytics & AI Senior Consultant, you’ll work with the best in the business to solve the...Local areaVisa sponsorship
- ...Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and Job Description ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and business development Proactive Sales Engagement: Engage clients in consultative conversations...Temporary workWork at office
- ...ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and business development Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and...Temporary workWork at office
- Experienced Advisors — Build Your Practice Your Way You’ve already built a successful practice. The next chapter should give you more control, more support, and more room to grow — without starting over. At Prudential Wealth Advisors, you can build under your ...Full timeFlexible hours
- ...one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$128k - $252.5k
...and private equity clients, this role offers the opportunity to support finance integration and separation efforts that help organizations execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M&A Finance), you will work across finance,...Local area$82.6k - $162.8k
Position Summary Today’s finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite...Local areaVisa sponsorship$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Seniority level: Not Applicable Employment type: Full-time Job function: Sales, Finance, and Business Development #J-18808-Ljbffr...Full time
- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
- ...valid driver’s license. Preferred Education & Experience Bachelor’s degree with preferred fields in the areas of financial planning, finance, wealth management, math or a related field. Certified Financial Planner™ or similar designation Experience in the credit union or...Work at officeImmediate start
- ...Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing of...Work at office
$61k - $119k
Financial Advisor Opportunity At Northwestern MutualBecoming 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...Full timeContract workFor contractorsWork 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...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...advises patients on insurance benefits, explains financial liability, collects payment, negotiates payment arrangements, secures financing, identifies funding sources and resolves any confusion the patient may have about their financial obligations to the facility. Counselor...Full timeApprenticeshipReliefWork at officeLocal areaFlexible hours
- Overview POSITION TITLE (Oracle title) INFORMATION SECURITY ANALYST II WORKING TITLE Information Security Analyst II SCHOOL/DEPARTMENT Technology Services Division (TSD) LOCATION Crossroads II, Cary, NC PAY GRADE Technology Grade 22 FLSA STATUS...Contract workWork at officeRemote workMonday to FridayAfternoon shift
- ...handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account...Work at officeFlexible hoursShift workWeekend workDay shift
- Senior Relationship Banker This position is primarily responsible for the execution of traditional consumer banking asks of retail banking customers. The incumbent is responsible for the execution of branch leads according to consumer bank standards, successful execution...Work at officeShift workNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Finance Consultant. Be the first to apply!
- estate planning consultant Cary, NC
- financial consultant Cary, NC
- finance associate Cary, NC
- financial associate Cary, NC
- financial planning administrator Cary, NC
- financial counselor Cary, NC
- wealth advisor Cary, NC
- jde finance consultant Cary, NC
- financial planning assistant Cary, NC
- financial planning associate Cary, NC





