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- ...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
$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- ...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 simplifying...Suggested
$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...Permanent employmentWork at office$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- 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
- 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...
- ...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)...
$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$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- 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
- ...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...Temporary work
- ...Job Description Financial Counselor Southern Jersey Family Medical Centers, Inc. is seeking a talented Eligibility Coordinator... ...enrollment assistance to uninsured patients and residents in areas of service. The Financial Counselor performs their duties within the...Full timeMonday to FridayFlexible hoursAfternoon shift
$65k - $70k
...Financial Counselor Role Description: The Financial Counselor will be responsible for leading the Rockaway Village Financial Counseling Program based at the Far Rockaway Opportunity Center. They will host monthly financial literacy workshops, conduct outreach,...Work at officeWork visaMonday to FridayAfternoon shift- ...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
$145k - $185k
...Initio Capital in New York, NY is seeking a Financial Transactions Associate for a hybrid role. The position supports early-career transaction execution and strategic finance responsibilities across a mix of full-time, part-time, contract, temporary and internship engagements...Full timeContract workTemporary workPart timeInternship$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...Financial Advisor - Gramercy East Join Wilmington Advisors @M&T in the heart of Downtown Manhattan. We're seeking an experienced... ...representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives...Work experience placement
- ...first of the month following 2 months of service) ~ Basic & Supplement Life Insurance... ...How You Will Make an Impact: The Patient Financial Counselor plays a vital role in in... ...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
$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...- ...Financial Aid Representative The Financial Aid Representative plays a critical role in supporting students throughout the financial... ...student financial aid records. This role requires strong customer service, attention to detail, regulatory knowledge, and collaboration...Work at officeAfternoon shift
- ...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,...
- ...that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even... ...on a winning combination. About the Job * As a Financial Services Advisor, you will work directly with real people pursuing real...
$130k - $150k
...Financial Planner We 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...Work at officeLocal area$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about... ...: Offer ongoing financial planning and investment management services. Conduct Reviews: Regularly review and update financial...Temporary workLocal areaFlexible hours
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