Financial Consultant
Fidelity Investments
Fidelity Investments is seeking a Financial Consultant to join our Financial Planning and Advisory team. In this client-facing role, you will provide personalized financial planning, retirement strategies, and investment guidance tailored to individual goals. You will analyze client portfolios, recommend diversified solutions, and ensure alignment with regulatory and fiduciary standards. Leveraging Fidelity’s industry-leading research and technology, you’ll deliver a superior client experience while deepening relationships. Fidelity’s client-focused, innovative culture supports continuous learning and offers diverse growth opportunities across finance, technology, and customer service. Join us to help shape the future of financial advice. #J-18808-Ljbffr Fidelity Investments
$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...SuggestedLocal areaVisa sponsorship$64.7k - $120.4k
...committed to making a difference in the moments that matter for our colleagues, clients, and communities.The primary role of the Financial Consultant is to work with the Account Teams on assigned cases, providing complex financial analysis and utilizing modeling tools to...SuggestedMinimum wageWork experience placementWork at officeFlexible hours$52k - $210k
...investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned...SuggestedBase plus commissionFull timeTemporary workPart timeWork visaFlexible hours$52k - $210k
...investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned...SuggestedBase plus commissionFull timeTemporary workPart timeLocal areaWork visaMonday to FridayFlexible hours- ...Financial Consultant Required Skills & Experience Series 7 Series 63 or 66 Life and Health Insurance License (Resident State) 3-5 years of client-facing experience in retirement planning, financial advising, or wealth management Job Description The Financial Consultant...SuggestedImmediate start
$75k - $150k
...Overview: Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Pittsburgh, PA region and will be allowed to work remote. Summary: As a Financial Consultant...Remote work$92.22k - $106.1k
....We are looking for an experienced and client-focused Workday Consultant to join our team. As a key member of the team, you will have an... ...wear multiple hats and help shape the vision for our Workday Financials Practice. You will be responsible for implementing Workday solutions...Full timeContract workLocal areaFlexible hours$110.7k - $218.3k
...scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement... ...measurable results. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds...Local areaVisa sponsorship$107k - $178k
...Family:Management ConsultingTravel Required:Up to 75%+Clearance Required:NoneGuidehouse is seeking a highly motivated consultant to join our Commercial Financial Services Advisory practice. This role offers the opportunity to work with leading financial institutions to...Full timeFlexible hours$105.4k - $207.8k
...stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during,... ...for this role ends on 09/28/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting transaction...Local areaVisa sponsorship- Facilities Management And Security Services A description of the business units can be found at: Position(s) are to be filled in following area(s): ~ FMSS - Finance Review the additional information below for further details US Government Jobs
- ...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday WSS/CLM/Evisort Consultant, your primary responsibilities may include: Identification of...Full timeWork experience placementLive inWork at officeLocal area
- ...Utilities Employees Credit Union - UECU Financial Services Consultant - Hybrid Work Schedule Position Summary Utilities Employees Credit Union (UECU) is seeking a Financial Services Consultant to support members through consumer loan and mortgage application conversations...Work at officeRemote work
$70.35k - $196k
As a Workday Financials Integrations Developer Consultant, your primary responsibilities may include: Lead the design of integrations from point to point systems as well as holistic interchange services rendering effective data quality and dependable exchanges of digital...Full timeWork experience placementLive inWork at officeLocal area- Vice President, Credentialed Holistic Financial Coach Equitable Advisors is dedicated to making a positive impact in the lives of its... ...clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients\...Full timeWork experience placementWork at officeLocal areaFlexible hours
$99.4k - $158.9k
...world business problem-solving.What you’ll do:You’ll support our Financial Services teams by analyzing financial and claims data,... ...connect.Real career runway - grow into an experienced benefits consultant that develops relationships with benefit leaders and industry...Temporary workWork at officeRemote workFlexible hours- ...employees of the franchisee, help individuals and families with their financial needs, including retirement planning, investing, charitable... ...’s client offerings visit: Franchise Branch Sr. Financial Consultants are not employees of Charles Schwab & Co., Inc.; they are...
- ...This is a remote position. About the Role A growing ERP consulting organization is seeking an experienced Sage X3 Functional Consultant... ..., develop, and launch Sage X3 solutions in support of core financial and operational functions for mid-market clients. You will...Temporary workRemote workFlexible hours
- Investment Program At Nbt BankLPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment... ...you to join the Investment Program at NBT Bank as a Financial Consultant associated with LPL Financial. Under this model Financial...Local area
- ...Financial Advisor Responsible for providing financial advice to clients to help them achieve their financial goals. Helping organizations... ...and new opportunities. Function effectively as part of a consultant team approach. Acquire and maintain a working knowledge of...Full timeWork at officeImmediate startNight shift
$71.8k - $133.7k
...the moments that matter for our colleagues, clients, and communities.BRIEF DESCRIPTIONAs a member of the Specialty Consulting Practice, the Pharmacy Financial Consultant will support the MMA East Pharmacy Practice. This individual will be responsible for providing...Minimum wageContract workWork experience placementRemote workFlexible hours- ...skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services—all powered by... ...stakeholders to understand Record to Report (R2R) business requirements; Financial Accounting Hub setup; demonstrate understanding of business...Full timeWork experience placementLive inWork at officeLocal area
- ...Investment Consultant LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at NBT Bank in Scranton, PA would allow you to join the Investment Program at NBT Bank as a Financial Consultant associated...Local area
- ...Build Your Practice with a Firm Focused on Advisor Support and Retirement Plan Opportunities We are seeking an experienced Financial Advisor who is relationship-driven, entrepreneurial, and motivated to grow their practice within a supportive environment. BCG...
- The Hartford is seeking a Retail Sales Consultant to drive sales across a defined territory by building long-term relationships with financial advisors and partners. The role requires travel, strong presentation skills, and a proven ability to work independently while supporting...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...Full timeContract workFor contractorsWork at office- ...Position Overview Albright College seeks a dedicated Financial Aid Counselor to join our Office of Financial Aid team. This position plays a crucial role in helping students and families navigate the financial aid process, ensuring access to higher education through...Work at officeImmediate startFlexible hoursWeekend work
- ...curriculum. Candidates who can contribute to that goal are encouraged to identify their strengths or experiences in this area. *** Financial Aid Representative ~~~~~~~~~~~~~~~~~~~~~ This posting will close on: 09/19/2026 **No further applications will be accepted on...Full timeSummer holidayWork at office
- ...Financial Advisor Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in our south territory of Pittsburgh. The successful candidate will have the opportunity to work with an untouched customer base that has untapped referral potential...
- ...The Financial Advisor is a client-facing representative of Burke & Herbert Wealth Management who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66, or equivalent, and VA L&H), which requires the ability...Work at officeLocal areaRemote work
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