Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Consultant

$75k - $100k

Valor 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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Consultant in New York, NY vacancy
  •  ...primary focus is on high-quality qualification: subtly demonstrating the need for a debt relief program while gathering all necessary financial details to create a comprehensive, well-organized analysis and hand-off summary. This sets up our senior sales representatives for... 
    Suggested
    Work experience placement

    Century Consulting Services

    New York, NY
    1 hour ago
  • $90k - $100k

     ...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through... 
    Suggested
    Start working today
    Work at office

    Strategies For Wealth

    New York, NY
    1 day ago
  • $60k - $75k

     ...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... 
    Suggested
    Work at office
    Work from home

    Fidelity Investments

    New York, NY
    4 days ago
  •  ...A leading investment management firm is looking for an Advisor Consultant to create and manage relationships with Financial Advisors across the Midwest. The role involves developing business plans, coordinating meetings, and maintaining a high level of market expertise... 
    Suggested

    Neuberger Berman

    New York, NY
    1 day ago
  • $50 - $60 per hour

     ...DataAnnotation is committed to creating high-quality AI. We are looking for a Financial Consultant to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to... 
    Suggested
    Hourly pay
    Full time
    Contract work
    Part time
    Work experience placement
    Remote work
    Flexible hours

    DataAnnotation

    New York, NY
    3 days ago
  • $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

    Metropolitan Council on Jewish Poverty

    New York, NY
    1 day ago
  • WealthBridge Financial Group, located in Oklahoma, is seeking a results-oriented Financial Consultant. This role involves engaging clients to understand their financial objectives and providing tailored advice and strategies, leveraging financial expertise for solutions... 

    WealthBridge Financial Group

    Brooklyn, NY
    2 days ago
  •  ...professionals who combine an interest in technology with a solid financial background and are eager to grow through new challenges. As a...  ...systems, regulatory reporting, investment management, or consulting, with insurance and Solvency II exposure considered a strong plus... 
    Remote work
    Flexible hours

    SYSTEMIC

    Brooklyn, NY
    2 days ago
  • Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies... 

    Wealthbridge-Financial-Group

    Brooklyn, NY
    3 days ago
  • $4,000 per month

    Success Human Resource Centre Pte Ltd. is seeking a professional in the United States, Georgia, for a permanent financial advisory role. The position involves connecting with potential clients to understand their financial needs, advising them on solutions, and assisting... 
    Permanent employment

    Success Human Resource Centre Pte Ltd.

    New York, NY
    3 days ago
  •  ...Experience: Without experience Work format: On-site Employer: Company LLC "Nikora Trade" announces a vacancy for the position of Cashier-Consultant in Akhmeta. The company, which has been a leader in the retail sector since 2000, manages more than 650 retail branches under the... 
    Full time

    Moedani

    New York, NY
    1 day ago
  • $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 pay
    Contract work
    Temporary work
    Local area

    Michael Page

    New York, NY
    2 days ago
  • 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 to... 
    Hourly pay
    Work experience placement
    Immediate start

    Teachers Insurance and Annuity Association of America

    New York, NY
    3 days ago
  •  ...skills and cultures. At IRI, we know that our success is directly tied to our clients’ success. Job Description Job Title: Financial Consultant Location: New York ,NY Duration: 5+ MONTHS This role is a temporary consultant position in the Finance department for ActiveHealth... 
    Temporary work

    Integrated Resources Inc.

    New York, NY
    4 days ago
  • Nuvant Consulting Group is looking for a Business Solutions Representative to build strong client relationships by providing tailored financial solutions. This role involves identifying potential clients, assessing their needs, and delivering strategic guidance. Ideal... 

    Nuvant Consulting Group

    New York, NY
    1 day ago
  • About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through...  ...long-term client relationships through a client-first, consultative approach Analyze clients’ financial goals and design personalized... 
    Flexible hours

    WealthBridge Financial Group

    New York, NY
    4 days ago
  • Financial Consultant page is loaded## Financial Consultantlocations: Little Neck/25131 Northern Boulevard/110003time type: Full timeposted on: Posted Todayjob requisition id: 19447**Position Title**Financial Consultant**Location**Little Neck, NY 11362**Job Summary**The... 
    Minimum wage
    Work experience placement
    Bank staff
    Local area

    Flagstar Bank

    New York, NY
    1 day ago
  • A leading investment management technology company is seeking a professional to configure and implement their investment management suite. The role involves translating business needs into effective solutions while specializing in regulatory reporting, particularly Solvency...
    Remote work
    Flexible hours

    SYSTEMIC

    Brooklyn, NY
    2 days ago
  •  ...divh2Financial Consultant/h2pIRI believes in commitment, integrity, and strategic workforce solutions. Integrated Resources, Inc., is...  ...tied to our clients success./ph3Job Description/h3pJob Title: Financial Consultant Location: New York, NY Duration: 5+ Months This role... 
    Temporary work

    Careers Integrated Resources Inc

    New York, NY
    4 days ago
  •  ...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 time
    Immediate start

    DT Financial

    New York, NY
    1 day ago
  • $90 per hour

     ...Position: Debt Solutions Financial Consultant (USA) Type: Hourly contract Compensation: $50–$90/hour Location: Remote Commitment: Project-based / Part-time Base pay range $50.00/hr - $90.00/hr Role Responsibilities Assess client financial health, including balances, repayment... 
    Hourly pay
    Contract work
    Part time
    Fixed term contract
    Work at office
    Remote work

    Crossing Hurdles

    New York, NY
    1 day ago
  •  ...About the job Financial Consultant (Remote)Stay Active and Make a Difference with a Flexible, Remote Financial Consulting RoleAbout Us:We are a mission-driven financial services company dedicated to helping individuals and families build and protect their wealth. Licensed... 
    Extra income
    Part time
    Immediate start
    Remote work
    Work from home
    Flexible hours

    Melius Consulting

    New York, NY
    2 days ago
  • $20 - $31 per hour

     ...Financial Consultant Associate We are seeking a Financial Consultant Associate. The Financial Consultant Associate will perform administrative duties and provide support to the Financial Consultant of Wealth Management. Responsibilities Answering general queries... 
    Work experience placement
    Work at office

    East West Bank

    New York, NY
    4 days ago
  •  ...Traction Forge Financial is expanding and seeking motivated individuals to build meaningful careers in financial services. You’ll have the opportunity to grow your own client relationships, educate clients on financial strategies, and achieve unlimited income potential... 
    Remote work
    Flexible hours

    Traction Forge Financial

    New York, NY
    4 days ago
  •  ...difference. Be happy. Grow your career.**Senior Revenue Cycle Consultant - Oracle Health Solutions**The Senior Consultant provides consulting...  ...including, but not limited to* Applying Oracle Health Soarian Financials - Patient Accounting technical expertise to individual client... 
    Contract work
    Local area
    Remote work
    Night shift

    HealthTech

    New York, NY
    1 day ago
  • $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... 
    16 hours
    Full time
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Remote work
    Work from home
    Work visa
    Flexible hours

    RemoteWorker US

    New York, NY
    3 days ago
  •  ...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 work

    Teccweb Solutions

    New York, NY
    1 day ago
  •  ...A financial services firm is looking for motivated individuals to build flexible finance careers. The role involves consulting with clients on personalized financial strategies, working remotely with a flexible schedule. Full training and mentorship are provided, requiring... 
    Remote work
    Flexible hours

    VeriSum Corp

    New York, NY
    1 day ago
  •  ...Join a rapidly expanding team as an Entry-Level Financial Consultant, where you can work from home and enjoy the flexibility of both part-time and full-time opportunities. This role is perfect for individuals passionate about helping others achieve their financial goals... 
    Full time
    Part time
    Remote work
    Work from home

    Infinite Capital Enterprise- Mathew Figueroa Team

    New York, NY
    1 day ago
  •  ...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 work

    Crossing Hurdles

    New York, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!