Financial Consultant
WizeHire, Inc
Overview Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. Responsibilities Assist in wealth management activities and client service under guidance of experienced advisors. Support the financial planning process and ongoing client communication. Learn financial services concepts, products, and processes to provide quality advice. Qualifications Strong communication skills, quantitative ability, and analytical mindset. Eagerness to learn and grow in the financial services industry. #J-18808-Ljbffr WizeHire, Inc
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Houston, TX vacancy
$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$72.7k - $95.5k
...The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned...SuggestedHourly payFull timeWork experience placementWork at officeImmediate startRemote workFlexible hours3 days per week$116k - $229.1k
...bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-... ...ends on 9/30/2026Work you'll doAs a Workday Financials Sr Consultant, you will lead project workstreams, identify and document business...SuggestedLocal area$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 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting transaction...SuggestedLocal areaVisa sponsorship$59.1k - $196k
...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 Adaptive Insights Consultant, your primary responsibilities may include: Identification of...SuggestedFull timeWork experience placementLive inWork at officeLocal area$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- Job Description Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business...Work at office
$75k - $135k
Overview Our firm is rapidly expanding and we are seeking a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services steps needed for effective wealth management and to help clients achieve their monetary goals...- ...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
$110.7k - $218.3k
Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform...Work at officeVisa sponsorship- About the job REMOTE Financial Consultant We seek a highly motivated and results-driven individual to join our team as a Remote Financial Professional. In this remote position, you can work from anywhere while providing comprehensive financial services to clients. This...Remote jobFlexible hours
- Brown & Brown in Houston, TX seeks a SR Financial Consultant to lead financial consulting for employee benefit clients. Responsibilities include overseeing monthly reports, developing custom reporting, and supporting renewal negotiations and plan changes. The role entails...
- At G&G Consulting, we pride ourselves on not just our success, but the success of our customers. Our mission is to help our customers become... ...Description G&G Consulting is seeking a full-time Entry Level Financial Consultant for our busy Houston office. We are a leading debt...Full timeWork at office
- Crowe in the United States seeks a Temporary Senior Consultant in Financial Crime Audit & Testing to deliver cutting-edge AML risk management support for banks, MSBs, and fintech clients. You will develop, audit, and monitor BSA/AML programs, execute audits across planning...Temporary workFlexible hours
- ...culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a SR Financial Consultant to join our growing team in Houston, TX! The Financial Consultant leads and oversees the servicing of financial consulting...Work at office
$100k
...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with...Full timeWork at officeDay shift- Withum is seeking a Transaction Advisory Lead Consultant focused on financial due diligence. You will drive project management across diligence workstreams, collaborate with client management on focus areas, and communicate findings in real-time to guide deal decisions....
$175k - $225k
Overview SAP Financial Supply Chain (FSCM) Consultant - Remote Details This range is provided by The Dignify Solutions, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range: $175,000.00/yr - $225,000....Remote jobFull time$90k - $115k
...Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a...Full timeWork at officeStrategic Wealth Designers
Houston, TX3 days ago- ...Financial Aid Advisor - Lincoln Tech - Houston, TX campus We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience...Full timeTemporary workImmediate start
Lincoln Technical Institute
Houston, TX3 days ago - ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Houston, TX3 days ago $61k - $119k
...Financial Advisor OpportunityBecoming 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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Houston, TX2 days ago- ...Northwestern Mutual in Houston, TX invites you to become a financial advisor and business owner. Start as a financial representative focused on client-building and licensing, with award-winning training and a path to a planning practice that blends investments, insurance...
Northwestern Mutual
Houston, TX1 day ago - ...Vice President, Prime Financial Services (PFS) Americas SalesAs a Vice President on the Prime Financial Services (PFS) Americas Sales team, you will own and grow key institutional client relationships and drive revenue across J.P. Morgan's platform, with a focus on cleared...
Chase
Houston, TX1 day ago - ...Lone Star College is seeking an Advisor I, Campus Support and Call Center Financial Aid in Houston to provide information on financial aid, triage inquiries, and ensure regulatory compliance. You will deliver excellent customer service to students and parents, while supporting...
Lone Star College
Houston, TX4 days ago - ...Stratford Davis in Houston, TX is seeking a results-driven financial services professional to build their client base and deliver tailored financial strategies. You will consult with clients, design customized plans, and maintain long-term relationships while staying...
Stratford Davis
Houston, TX4 days ago - ...CCRM Fertility Patient Financial CounselorCCRM Fertility, a leader in fertility care with over 30 locations nationwide, is excited to announce... ...eligible to proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in accordance with Care Center...Hourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
Colorado Center for Reproductive Medicine
Houston, TX1 day ago - ...and cross‑border insolvencies, liquidations, restructurings, financial investigations, and litigation support The successful applicant... ...applications to employers only after we have had a Career Consultation with candidates. In the event that you are not shortlisted for...Local area
Hamilton Recruitment
Houston, TX1 day ago - ...Allworth Financial ( is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning...Full timeContract workTemporary workPart timeInternshipWork at officeWork from homeFlexible hours
Socket
Houston, TX1 day ago - ...Investment Executive (Financial Advisor)Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.General Function:Accountable for overall production, coaching...
Fifth Third Bancorp
Houston, TX5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
Related searches
- financial planner cfp Houston, TX
- senior financial advisor Houston, TX
- strategic finance associate Houston, TX
- financial advisor part time Houston, TX
- oracle financial functional consultant Houston, TX
- associate leveraged finance Houston, TX
- work from home financial advisor Houston, TX
- entry level financial advisor Houston, TX
- wealth advisor associate Houston, TX
- junior oracle financial functional consultant Houston, TX