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.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Services Consultant in New York, NY vacancy
$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- ...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...SuggestedFull timeWork at officeFlexible hours
ABeam Consulting
New York, NYa month ago - ...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)...Suggested
$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$75k - $85.01k
...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients...SuggestedHourly payFull timeWork at officeShift workDay shift- ...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 Representative Employment Type: Full-Time, Part Time, Contract Compensation: Performance-based (details provided during... ...to obtain Experience working with clients in a consultative environment What We Offer Structured training and mentorship...Full timeContract workPart timeFlexible 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...
- Financial Service Consultant - Capital Markets Sia is a next-generation, global management consulting group founded in 1999. Our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We help clients initiate...H1bWork at officeWorldwideVisa sponsorshipWork visaFlexible hours3 days per week
- Workiva Inc. is seeking a Senior Solution Consultant to provide pre-sales support within the Financial Services sector. This role requires expertise in translating complex client needs into effective solutions while engaging prospects through virtual and onsite meetings...Remote jobFlexible 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...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$77k - $202k
...ApplicableSpecialismFinanceManagement LevelSenior AssociateJob Description & SummaryAt PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and...Full timeH1b$58.44k - $93.5k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...include, but are not limited to, one‑on‑one counseling, consultation with a commander or with another provider or staff, conducting...Contract workTemporary workWork experience placementWork at officeMagellan Health
Egg Harbor, NJ2 days ago- ...one of our clients. Job Summary Our client is seeking a Financial Counselor responsible for providing financial education and... ...Provide estimates of patient financial responsibility for services and procedures. Discuss payment options and establish payment...Temporary workWork experience placementLocal areaRemote work
Medix
New York, NY1 day ago - ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities Provide...
Empire City Financial Group
New York, NY3 days ago - ...Mercy University is seeking a Counselor in Student Financial Services to support daily operations and ensure compliant processing of student records. You will counsel students and families, oversee aid eligibility, SAP, enrollment, packaging, and R2T4 calculations, and...
Mercy University
New York, NY3 days ago - ...Knugget Financial Services specializes in providing tailored financial solutions for veterans, active-duty service members, and their families. We offer services such as life insurance, retirement planning, and wealth-building strategies. Our dedicated financial strategists...Full timeRemote work
Knugget Financial Services
New York, NY2 days ago $65k - $70k
...Financial Counselor 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, and hold one-on-one sessions...Work at officeWork visaMonday to FridayAfternoon shiftPhipps Houses
New York, NY1 day ago$75k - $90k
...hybrid in-office schedule is three days a week, typically Tuesday, Wednesday, and Thursday. Foot Locker, Inc. is hiring three Financial Planners to join our team! This role's main function is to unite the product merchandise vision with the divisional financial...Temporary workSeasonal workWork at officeFlexible hours3 days per weekFoot Locker
New York, NY1 day ago- ...Across our 60+ locations, we provide programs in a variety of service areas, including workforce development, children, youth, families... ...our mission. Under the direction of the Program Director, the financial counselors will help consumers set personal financial goals and...Work experience placementWork at officeFlexible hoursAfternoon shift
BronxWorks
New York, NY4 days ago - ...Overview Our Financial Advisors act as advocates for clients and are committed to continually enhance, enrich, and serve their community... ...Advisor with National Financial Network you will gather, manage and service a book of investment-oriented clients by identifying and...Flexible hours
National Financial Network
New York, NY4 days ago - ..., is seeking an energetic and highly motivated Advisor for its Financial Aid Department . If you possess a desire to help others succeed... ...The Financial Aid Advisor always provides high-level customer service to prospective students and students regarding the financial aid...Full timeWork at officeAfternoon shift
RadNet
New York, NY4 days ago $50k - $250k
...Virtual Financial Consultant Location: Nationwide, MI 48098 Job Summary The Virtual Financial Consultant is responsible for delivering personalized... ...outcomes in full compliance with Flagstar Wealth Services' Retail Investment Sales Program and all applicable regulatory...Local areaRemote workFlagstar Bank
New York, NY16 hours ago- ...Public Consulting Group is seeking a Senior Consultant on the Provider Payment Modeling (PPM) team. Focus is on Medicaid financing for behavioral health, primary care and institutions, leading projects and advising clients. The role requires strong analytics, policy interpretation...Remote work
Public Consulting Group
New York, NY3 days ago $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... ...strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to...Full timeWork experience placementWork at officeLocal areaFlexible hoursEquitable Advisors LLC
New York, NY2 days ago$61k - $100k
...Opportunity As a Finance Solutions - FP&A Consultant - Experienced Associate, you will engage with clients to enhance their financial performance and decision-making processes.... ...deepening your technical knowledge of firm services and technology resources. In this role at...H1bPwC South Africa
New York, NY16 hours ago- ...commissioned career opportunity based out of our Parsippany, NJ financial center. Advise clients on financial plans utilizing knowledge... ...to establish investment strategies. Responsibilities Services an existing group of clients. Providing an understanding of investment...Full timeLocal areaWork visaFlexible hours
Fulton Financial
New York, NY5 hours ago - ...WealthBridge Financial Group is seeking a results-orientedFinancial Consultantto join our... ...wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal... ...dedicated to delivering exceptional service and fostering long-term client relationships...
WealthBridge Financial Group
New York, NY1 day ago $58.44k - $93.5k
...Personal Financial Counselor, PFC - Atlantic City, NJThis position will provide personal financial services at assigned military installations. Primary responsibilities include... ...not limited to, one-on-one counseling, consultation with a commander or with another provider...Contract workTemporary workWork at officeMagellan Health
Atlantic City, NJ3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Consultant. Be the first to apply!
Related searches
- oracle financial functional consultant New York, NY
- financial advisor part time New York, NY
- financial advisor development program New York, NY
- financial advisor no experience New York, NY
- financial associate New York, NY
- junior oracle financial functional consultant New York, NY
- project finance associate New York, NY
- wealth advisor associate New York, NY
- morgan stanley financial advisor New York, NY
- jde finance consultant New York, NY