Financial Services Consultant
$4,000 per monthSuccess Human Resource Centre Pte Ltd.
Overview Type: Permanent. Working hours: Mon – Fri office hours. 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 financial need. Explain and develop various financial plans for client to make an informed decision. Assist in after sales services including claim, policy renewal. Review and update client financial portfolio on yearly basis. Requirements Possess a strong entrepreneur spirit and goal oriented. Have a mindset to challenge the status quo. Possess a mindset to want to aspire others. Success Human Resource Centre Pte Ltd (EA License Number: 97C4832) #J-18808-Ljbffr Success Human Resource Centre Pte Ltd.
$102.5k - $187.9k
...a better working world.EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate... ...Fund, Wealth/Asset Management company or as a Management Consultant in one of these companies1-2+ years of hands-on Aladdin...SuggestedWork experience placementSummer holidayFlexible hours$4,000 per month
...Commission. Responsibilities Connect and understand potential client financial need in both wealth protection and wealth accumulation. Advise... ...client to make an informed decision. Assist in after sales services including claim, policy renewal. Review and update client...SuggestedPermanent employmentWork at office$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...SuggestedFull timeContract workWork at officeLocal areaImmediate startRemote workFlexible hours- ...We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. Role consists... ...license if you do not have one yet. 2-3 years of customer service/client interaction recommended (not required) Schedule: You...SuggestedPart timeImmediate start
- ...Financial Services Representative Employment Type: Full-Time, Part Time, Contract Compensation: Performance-based (details provided during... ...willingness to obtain Experience working with clients in a consultative environment What We Offer Structured training and...SuggestedFull timeContract workPart timeFlexible hours
$107k - $178k
...Job Family : Management Consulting Travel Required : Up to 75%+ Clearance Required : None Guidehouse is seeking a highly motivated consultant to join our Commercial Financial Services Advisory practice. This role offers the opportunity to work with leading...Full timeTemporary workFlexible hours$102.8k - $188.4k
...comprehensive end-to-end support and advisory services, covering areas such as valuation... ...helping them navigate challenges, avoid financial pitfalls, and implement practical solutions... ...challenges.Work you’ll doAs a Senior Consultant on the Valuation & Modeling team, you will...Local area- A leading financial services firm is seeking a Financial Services Consultant in New York. This hybrid role involves educating clients on financial products and building a personal practice with the support of a Fortune 100 company. The consultant will provide customized...
- Global Credit Union in New York seeks a dynamic Financial Services Representative II to deliver exceptional member experiences in person and over the phone. You will perform transactions, leverage product knowledge, and actively cross-sell to meet branch and business-line...
- ...book of business You earn renewals year after year Your effort directly builds your future That industry is life insurance & financial services. The same skills that make you successful now transfer directly: Relationship-driven selling Communicating value and...
- Financial Services Consultant - Loan IQ Candidate will be responsible for supporting data migration activities for the Loan IQ system. The role involves preparing structured data from source documents (such as PDFs and Excel files) and migrating the data into Loan IQ using...Work at officeFlexible hours
$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...Local areaVisa sponsorship- ...leader and one of the fastest growing IT consulting firms with operations in US, Canada,... ...India. SAT is an Oracle Gold Partner, SAP Services Partner & IBM Certified enterprise.We guarantee... ...functional expertise with both Oracle Financial Services Analytical Applications (OFSAA)...
$61.88k
...Job Description It Starts Here: \n \n Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving...Hourly payFull timeContract workWork experience placementWork at officeShift work$110k - $125k
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals...Temporary workWorldwide$150k
...FINANCIAL ASSOCIATE Financial Services Co., (New York, NY) seeks Financial Associate responsible for coordinate daily financial operations, perform detailed financial analysis & build financial models to support strategic decision-making and investment analysis, including...- ...verifying insurance information, and collecting payments for financial responsibilities. The role also involves gathering and scanning... ...consent forms, and referring patients to the patient financial services department for potential Medicaid and/or financial aid...Monday to FridayShift workWeekend work
- A global management consulting firm is seeking a consultant to join their New York office. The role involves delivering client proposals, managing project delivery, and mentoring junior team members. Ideal candidates have over 3 years of experience in management consulting...Work at officeFlexible hours
$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing... ...while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient with...- ...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...Temporary work
- ...first of the month following 2 months of service)Basic & Supplement Life... ...How You Will Make an Impact: The Patient Financial Counselor plays a vital role in managing... ...proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in accordance...Hourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
$116k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and... ...and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management...Start working today- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Coordinator to step into our fast-paced facility! Summary The Financial Counselor is responsible for raising awareness of affordable insurance... ...assistance to uninsured patients and residents in areas of service. The Financial Counselor performs their duties within the...Full timeMonday to FridayFlexible hoursAfternoon shift
$130k - $150k
...Financial PlannerWe are seeking a Wealth Planning Specialist to serve as a dedicated planning and investments resource within our Private Banking division. This individual will work in close partnership with Private Bankers (PBs) across our New York, California, and Florida...Work at officeLocal area$58.44k - $93.5k
...Personal Financial CounselorThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...are not limited to, one-on-one counseling, consultation with a commander or with another provider or...Contract workTemporary workWork at office- BCL Legal represents a chambers-ranked team within a leading platform, renowned for its active funds practice advising leading private equity firms and asset managers. The associate will handle liquidity transactions and secondaries matters, with exposure to continuation...
- ...Modern Woodmen of America is seeking financial representatives dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline future aspirations,...
- ...Lead Your Future. The most successful financial advisors don't seek ceilings. They seek... ...operate as business builders, trusted consultants, and long-term partners to their clients... ...1 year of experience in the Financial Services industry · Active LAH required – SIE,...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...Full timeContract workFor contractorsWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Consultant. Be the first to apply!
- associate leveraged finance New York, NY
- financial planning assistant New York, NY
- financial counselor New York, NY
- financial advisor development program New York, NY
- associate corporate finance New York, NY
- private wealth advisor New York, NY
- wealth advisor associate New York, NY
- entry level financial advisor New York, NY
- oracle cloud financials consultant New York, NY
- financial advisor New York, NY


