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

Financial Consultant

Atlasfinancialsolutions Co

Financial Consultant Dallas, TX| Remote & Hybrid Flexibility | Training Provided Build a Career With Long-Term Income Potential We are expanding throughout New York and seeking motivated individuals who are ready to build a professional career in financial services. This opportunity is designed for ambitious, people-oriented individuals who want more flexibility, income growth, and advancement potential than traditional corporate roles often provide. Whether you are transitioning from sales, hospitality, real estate, banking, customer service, education, or another fast-paced industry, we provide the training, mentorship, and support needed to succeed. About the Role As a Financial Consultant, you will work directly with individuals, families, and business owners to help them create strategies focused on: Income protection Retirement preparation Debt reduction Long-term financial growth Wealth preservation You will meet with clients virtually and, when preferred, in person to educate them on financial solutions that align with their goals. Why This Opportunity Appeals to New York Professionals Flexible remote and hybrid work options Performance-based income with uncapped earning potential Fast-track advancement opportunities Entrepreneurial environment with leadership development Ability to build additional income streams Ongoing mentorship from experienced professionals Opportunity to work independently while having team support This role is ideal for individuals looking to create more control over their time, income, and career trajectory. What You'll Do Meet with clients to review financial goals and needs Educate clients on financial protection and planning strategies Develop customized financial solutions Build and maintain professional client relationships Participate in training, mentorship, and leadership development Maintain compliance and professional standards Compensation Structure 1099 Independent Contractor Commission-based compensation Performance bonuses and incentives available Part-time and full-time opportunities Remote flexibility available throughout New York Income is based on production, consistency, and leadership growth. What We Provide Step-by-step Life & Health licensing support State exam preparation assistance Comprehensive training systems Marketing and client acquisition support Mentorship from experienced leadership Leadership and business development track Qualifications Must be 18 years or older Authorized to work in the United States Strong communication and interpersonal skills Professional, coachable, and self-motivated Willing to obtain a New York Life & Health Insurance License within 60 days Previous experience in sales, customer service, hospitality, management, or business development is helpful but not required. If you are looking for a professional opportunity with flexibility, growth potential, and a supportive environment, we encourage you to apply. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Dallas, TX vacancy
  • $10k

     ...service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity...  ...results and provide unparalleled service ~ A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments... 
    Suggested
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Sunnyvale, TX
    3 days ago
  • $10k

     ...service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience...  ...'s degree or equivalent work experience ~ A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments... 
    Suggested
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Dallas, TX
    3 days ago
  • $66k

     ...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality...  ...We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division... 
    Suggested
    Local area

    OneGroup

    Syracuse, NY
    4 days ago
  • $72.8k - $130k

     ...a global scale. Join us to start Caring. Connecting. Growing together. This role sits within the 340B finance team supporting financial planning, forecasting, reporting, and strategic partnership activities. This position plays a key role in driving financial discipline... 
    Suggested
    Minimum wage
    Full time
    Work experience placement
    Live in
    Work at office
    Local area
    Remote work
    Monday to Friday
    Shift work

    UnitedHealth Group

    Dallas, TX
    2 days ago
  •  ...highlight the appropriate features, products, and services that Vanguard offers. We’re excited to offer an opportunity for a Financial Consultant to join our mission of empowering our clients to take confident steps toward their financial futures. In this role, you'll... 
    Suggested

    Vanguard

    Dallas, TX
    16 days ago
  • $85.2k - $145.2k

    Overview The Financial Solution Consultant is an integral member of the strategic implementation organization. The SC is responsible for successful SaaS delivery, specifically the deployment of the RealPage solutions. This team member works directly with customers and internal... 
    Flexible hours

    RealPage, Inc.

    Richardson, TX
    4 days ago
  •  ...individuals and families. We bring together investment management, financial planning, and tax strategy in one integrated, proactive...  ...you, we’d love to connect! Business Development / Financial Consultant We’re seeking a business development-minded financial advisor... 
    Permanent employment

    CORDA Investment Management

    Dallas, TX
    3 days ago
  • Vanguard is seeking a Financial Consultant to empower clients in achieving their financial futures. The role involves engaging leads, conducting financial needs analyses, and managing a diverse book of business. The ideal candidate will have strong consultative sales skills... 

    Vanguard

    Dallas, TX
    3 days ago
  •  ..., with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude... 
    Work at office
    Immediate start
    Day shift

    Texas Capital Bank

    Dallas, TX
    5 days ago
  • $68k - $75k

    Water Utility Financial Analyst/Consultant Key Roles Develop financial models in Microsoft Excel to help utilities forecast their costs, revenues, and performance indicators Analyze large data sets (including financial, demographic, and billing/consumption data) to inform... 
    Full time
    Work at office
    Local area
    Work from home
    Work visa
    Flexible hours
    2 days per week

    NewGen Strategies & Solutions

    Richardson, TX
    3 days ago
  •  ...Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do... 
    Contract work
    For contractors
    Work at office

    The Intersect Group

    Dallas, TX
    2 days ago
  •  ...hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role. Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial... 
    Work at office
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Dallas, TX
    8 days ago
  •  ...Builds and maintains relationships with clients. Delivers financial advice and portfolio management guidance. Vanguard is seeking...  ...internal partners to deliver effective solutions. Personalized Consultations: Conduct consultations to assess clients' financial... 

    Vanguard

    Dallas, TX
    16 days ago
  • $70.6k - $103k

    The Virtual Financial Consultant provides 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 regional... 
    Hourly pay
    Work experience placement
    Immediate start

    TIAA

    Dallas, TX
    3 days ago
  • About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada, Mexico... 
    Remote job
    Extra income
    Part time

    Melius Consulting

    Dallas, TX
    4 days ago
  • Atlasfinancialsolutions Co is looking for a Financial Consultant in Dallas, TX. This role involves working with clients to create financial strategies, with flexible remote and hybrid work options. The position offers a commission-based compensation structure, ongoing... 
    Remote job
    Flexible hours

    Atlasfinancialsolutions Co

    Dallas, TX
    3 days ago
  • The Workday Financials/Professional Services Automation Senior Principal Consultant - Global Application Managed Services (AMS) is a well‑experienced post‑production professional who is dynamic, fast‑paced, and familiar with the managed services construct. As a Workday... 
    Permanent employment
    Contract work
    Local area

    Robotics Prcocess Automation, LLC

    Dallas, TX
    3 days ago
  • $72.8k - $130k

     ...Financial Consultant This position is national remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. For all hires in Minneapolis, Virginia, Maryland, or Washington, D.C. area, you will be required... 
    Remote job
    Minimum wage
    Full time
    Work experience placement
    Live in
    Work at office
    Local area
    Monday to Friday
    Shift work

    Reliant Medical Group

    Dallas, TX
    3 days ago
  • $91.7k - $163.7k

     ...Senior Financial Consultant This position is national remote. You'll enjoy the flexibility to telecommute from anywhere within the U.S. as you take on some tough challenges. For all hires in Minneapolis, Virginia, Maryland, or Washington, D.C. area, you will be required... 
    Minimum wage
    Full time
    Contract work
    Work experience placement
    Live in
    Work at office
    Local area
    Remote work
    Monday to Friday
    Shift work

    divvyDOSE

    Dallas, TX
    4 days ago
  • ## Manager, Financial ConsultantsApplylocations: Dallas, TXtime type: Full timeposted on: Posted Yesterdayjob requisition id: R2032##...  ...community outreach and tuition reimbursement.The **Manager, Financial Consultants** provides leadership to a team of financial consultants,... 
    Work experience placement
    Flexible hours

    GuideStone Financial Resources

    Dallas, TX
    2 days ago
  • Enavate is seeking a Business Central Consultant to lead high-quality implementations of Microsoft Dynamics 365 Business Central. This key role involves leading solution design, client engagement, and project delivery across various industries. The ideal candidate will... 
    Remote job

    Enavate

    Dallas, TX
    3 days ago
  • $62.9k - $91.7k

     ...mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information for financial planning decisions. Interacts with retirement plan participants to provide exceptional customer service and execute transaction and... 
    Work experience placement

    TIAA

    Dallas, TX
    3 days ago
  • ## Financial Consultant, Employee BenefitsApplylocations: Dallastime type: Full timeposted on: Posted Todayjob requisition id: R0000889**Job Description:****Financial Consultant, EB - Minneapolis, MN**We are looking to add a Financial Consultant to join our **Employee... 
    Full time
    Work at office

    Yourcaptive

    Dallas, TX
    17 hours ago
  • GuideStone Financial Resources is seeking a Manager, Financial Consultants based in Dallas, TX. The role includes leading a team of financial consultants, overseeing daily operations, and driving client engagement strategies. Ideal candidates have at least 3 years of experience... 
    Flexible hours

    GuideStone Financial Resources

    Dallas, TX
    2 days ago
  • A trusted financial services company is seeking a part-time Financial Consultant in Dallas, Texas. This role allows you to educate clients on financial options while enjoying the flexibility of remote work. Ideal candidates will have a valid state life insurance license... 
    Remote job
    Part time

    Melius Consulting

    Dallas, TX
    3 days ago
  • ## Associate Financial Consultant (AFC National Plan Event Team)Applyremote type: Hybrid Flexlocations: Dallas, TX, USAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 31, 2026 (28 days left to apply)job requisition id: R260600330The Associate... 
    Hourly pay
    Work experience placement
    Work at office
    Immediate start

    Nuveen

    Dallas, TX
    2 days ago
  • ## Senior Manager, Financial ConsultantsApplylocations: Dallas, TXtime type: Full timeposted on: Posted 2 Days Agojob requisition id:...  ...outreach and tuition reimbursement.The **Senior Manager, Financial Consultants** provides leadership, direction, and accountability for the... 
    Work experience placement
    Flexible hours

    GuideStone Financial Resources

    Dallas, TX
    3 days ago
  • A leading technology consultancy in Texas seeks a Senior Principal Consultant for Workday Financials and Professional Services Automation. The candidate will lead cross-functional teams, manage day-to-day operations, and optimize financial processes. With a bachelor's degree... 

    Cloud Hybrid Technologies, LLC

    Dallas, TX
    3 days ago
  • Corda Investment Management in Dallas, Texas is hiring a Business Development / Financial Consultant. The role focuses on identifying new business opportunities and fostering relationships with prospective clients and institutional partners. The ideal candidate will have... 

    Corda-Investment-Management

    Dallas, TX
    17 hours ago
  •  ...for assistance. Minimum Specifications Education High school diploma/GED Experience Must have two years experience in determining financial eligibility for government funding, program funding, public funding or patient assistance programs in a physician or hospital business... 
    Work at office

    Parkland Health and Hospital System (PHHS)

    Dallas, TX
    17 hours ago

Do you want to receive more vacancies?

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