Financial Consultant
$75k - $100kValor Family Financial
Are you ready to embark on a rewarding journey as an Entry-Level Financial Consultant with our dynamic company? Join our team of driven individuals and dive into the thriving financial sector from the comfort of your own home. Ranked as the top career choice by the U.S. Department of Labor, this opportunity offers remote work and extensive training as you guide individuals, families, and business owners toward financial solutions that align with their objectives. Emphasizing financial education, we collaborate with leading Fortune 500 companies to deliver tailored financial plans to a diverse clientele. Whether you're looking to acquire new expertise, transition careers, or supplement your income, this role is an ideal fit for you. Why Work for Us? • Ongoing training and professional development opportunities • Continued education support to help you grow • Flexible scheduling to maintain work-life balance • Corporate discounts for licenses and certifications Join us and apply today! We are only accepting applicants who are authorized to work in the United States and have a U.S. phone number. All other applicants will not be considered. Responsibilities: • Conduct financial consultations with clients to assist them in defining their financial objectives and creating personalized financial strategies. • Present a variety of financial services and products, such as retirement planning, wealth building, investments, college savings plans, and insurance options. • Provide clients with education on financial tactics and industry best practices to ensure comprehension of available choices. • Establish and maintain enduring client relationships, regularly checking in to monitor their advancement towards financial targets. • Engage in continuous training programs to enrich financial expertise and capabilities. • Have the opportunity to advance into leadership and managerial positions as your career evolves. Qualifications: • Must be authorized to work in the United States and have a U.S. phone number. • Excellent communication and interpersonal skills are essential, particularly in providing top-notch customer service. • The role requires a strong work ethic, self-motivation, and a genuine eagerness for continuous learning and growth. • Previous experience in the financial sector is not mandatory as we offer comprehensive training to all team members. • The ability to work both independently and collaboratively within a team setting is crucial for success in this position. • A genuine passion for assisting others and adept problem-solving skills are highly valued. • Comfort with flexible work hours, including potential part-time or full-time schedules, is necessary. Compensation: $75,000 - $100,000 yearly • • • Conduct financial consultations with clients to assist them in defining their financial objectives and creating personalized financial strategies. • • Present a variety of financial services and products, such as retirement planning, wealth building, investments, college savings plans, and insurance options. • • Provide clients with education on financial tactics and industry best practices to ensure comprehension of available choices. • • Establish and maintain enduring client relationships, regularly checking in to monitor their advancement towards financial targets. • • Engage in continuous training programs to enrich financial expertise and capabilities. • • Have the opportunity to advance into leadership and managerial positions as your career evolves. Compensation: $75,000-$100,000 per year #J-18808-Ljbffr
$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- ...Financial Consultant IRI believes in commitment, integrity, and strategic workforce solutions. Integrated Resources, Inc., is led by a seasoned team with combined decades in the industry. We deliver strategic workforce solutions that help you manage your talent and...SuggestedTemporary work
- ...Financial ConsultantIRI believes in commitment, integrity, and strategic workforce solutions. Integrated Resources, Inc., is led by a... ...is directly tied to our clients' success.Job Title: Financial Consultant Location: New York, NY Duration: 5+ months This role is a temporary...SuggestedTemporary work
- ...Financial Consultant – Real Estate Professionals New York, NY| Remote & Hybrid Flexibility | Training Provided Build Additional Income Beyond Real Estate We are expanding throughout New York and seeking motivated real estate professionals who are interested in leveraging...SuggestedFull timePart timeFor contractorsRemote workFlexible hours
$85k
...Overview We are looking to expand our team of financial advisors in a fully remote environment. This position is a Financial Advisor (part-time or full-time). Through our in-depth training program, you will learn how to diagnose the needs of an individual or family, have...SuggestedFull timeTemporary workPart timeRemote work- ...The Seed Company is seeking a Strategic Finance Consultant for a full-time US remote role. You will work with partner organizations to accelerate Scripture translation by strengthening financial services and operations within the GP consulting framework. This position...Full timeRemote work
$34.5k - $125k
...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering... ...offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients'...Full timeWork experience placementWork at officeLocal areaFlexible hours$120k - $145k
Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change... ...internal project teamsPreferred Skills & Experience:Workday Financials CertificationExpertise with implementation of Workday Procurement...Full time$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 Job Description About Us At WealthBridge Financial Group, we help individuals, families, and business owners... ...maintain long-term client relationships through a client-first, consultative approach Analyze clients’ financial goals and design...Flexible hours
$40 - $60 per hour
Overview Join to apply for the Financial/KYC Consultant role at Michael Page . This temporary role in New York offers a chance to make an impact in a dynamic environment while utilizing your expertise in relationship management and legal knowledge. The pay is based on...Hourly payContract workTemporary workLocal area$28k - $125k
...We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling... ...FINANCIAL PLANNER (CFP) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable...Full timeTemporary workLocal areaRemote work$400 per unit
...affordable housing sites, and JCCs provide services directly in neighborhoods across New York City. Position Summary: The Financial Empowerment Consultant will design and lead monthly interactive educational workshops for older crime victims to promote awareness of...For contractors$120k - $162k
...push boundaries and set new industry standards? Join us and help drive the future of technology forward.The OpportunityThe Service Financials team within the Technology Business Management Office (TBMO) enables transparency and accountability in IT spending through a...Full timeTemporary workWork at officeLocal areaWorldwideRelocation package3 days per week$4,000 per month
...Location: Newton. Compensation: Up to $4000 + Allowance + PB + Commission. Responsibilities Connect and understand potential client financial need in both wealth protection and wealth accumulation. Advise and provide financial solution to address client current / future...Permanent employmentWork at office- ...Financial Services Representative Employment Type: Full-Time, Part Time, Contract Compensation: Performance-based (details provided... ...or willingness to obtain Experience working with clients in a consultative environment What We Offer Structured training and mentorship...Full timeContract workPart timeFlexible hours
- ...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...Part timeImmediate start
$59.5k - $163.14k
...Financial Services Consultant Location: New York, Manhattan As a Financial Services Consultant at New York Life, you’ll provide clients with education, strategies, and products to secure their financial future, while building your own rewarding career. In this client-based...Full timeContract workWork at officeLocal areaImmediate startRemote workFlexible hours- ...Financial Services Consultant – Loan IQ At ABeam Consulting, you will be a part of the next digital revolution. ABeam's success is created from the contributions of each of our valued employees. At ABeam, you are not just a number! Our employees work together with...Full timeWork at officeFlexible hours
$40 - $60 per hour
A recruitment agency is seeking a Financial/KYC Consultant in New York. This temporary position requires MANDARIN fluency and expertise in Financial Services and legal operations. Responsibilities include managing client relationships, ensuring legal compliance, and collaborating...Hourly payTemporary work- ...description. Below is a refined version that enhances clarity and organization, using appropriate HTML tags: Job Title: Workday Financials Consultant Location: Complete Remote Duration: 5+ Months Role Overview: The contractor will support the finance team by building and...For contractorsRemote work
- A leading IT services company is hiring a Workday Consultant for Financials in the U.S. This role involves triaging requests, optimizing configurations, and collaborating with clients to enhance their Workday experience. Ideal candidates will have a Bachelor's degree and...Remote job
- Nordic is seeking a Workday Financials Consultant to collaborate with clients on training, workflow, and system improvements under Nordic leadership. You will engage in project leadership, design, configuration, testing, data migration, and client communications to ensure...
$128.09k - $192.14k
Collaborative Solutions, LLC is looking for a Workday Financials Senior Principal Consultant to lead financials engagements and resolve client issues effectively. The candidate should have a Bachelor's degree, Workday certification, and at least 5-7 years of experience...- ...advanced valuation models including DCF (WACC-based), trading comps, and precedent transaction analysis. Develop integrated 3-statement financial models, operating models, and 13-week cash flow forecasts. Create deal models such as LBO, merger models (base version), and...Remote job
$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day ago Be among the first 25 applicants Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US Get AI-powered advice on this job and more exclusive features...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours- Job Title: Developer Primary Skills: Peoplesoft Financials Location: NYC, NY Rate: , # of Positions: 1 , Duration: 6 months Description... ...Service and Support, Enterprise Software Implementation & Consulting, General-Other: IT-Software Development, IT Project Management...Work experience placement
- CCSi in New York seeks a financial services leader to enhance fiscal strategies for human-centered organizations. The role emphasizes collaboration with executive leaders, mentoring staff, and ensuring exceptional client service. Candidates should possess an advanced degree...
- A leading financial services firm in the United States is seeking an experienced financial modeler to build advanced valuation models and perform detailed transaction analyses. The ideal candidate will have progressive experience in investment banking or private equity,...Remote job
- A leading ERP solutions provider is seeking an experienced Epicor Implementation Consultant focused on financial modules and Avalara tax integration. This remote role requires deep expertise in corporate accounting, US/international tax compliance, and hands-on experience...Remote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- finance operations associate New York, NY
- international financial advisor New York, NY
- financial advisor New York, NY
- financial associate New York, NY
- oracle financial functional consultant New York, NY
- estate planning consultant New York, NY
- associate leveraged finance New York, NY
- financial advisor wealth manager New York, NY
- financial advisor associate New York, NY
- financial planning associate New York, NY


