Internal Audit and Financial Advisory Consultant
Jobtailor
Collaborate with clients to deliver high-quality, client-focused solutions to complex business problems Gain experience in different industries and develop technical and professional capabilities Participate in Passport to Protiviti onboarding program and The Consulting Challenge experiential learning course Build relationships with clients and project team personnel to contribute meaningfully to client engagements Manage time and priorities effectively, taking ownership of assignments Interact with leaders across practice and receive hands‑on training in a supportive, high-performance environment Experience a variety of projects designed to build capability and drive real outcomes Requirements Bachelor’s or Master’s degree in a relevant discipline (e.g., Accounting, Computer Science, Data Science, Engineering, Finance, Information Systems, Information Technology, Management Information Systems, or related fields) Authorization to work in the United States for Protiviti without sponsorship now or in the future Demonstrated proficiency in applying AI tools to analytical and research tasks (e.g., Microsoft Copilot, GenAI, etc.) Advanced verbal and written communication skills Ability to apply critical thinking skills and innovation to client engagements across various industries Technical proficiency aligning with the assigned capability area Relevant experience with specific skills in internal audit processes including the use of emerging technologies, understanding frameworks, and achieving audit objectives Handling and analyzing data and information in various formats to uncover valuable insights and draw actionable conclusions Experience with modern tools and technologies, including Microsoft Office Suite, data visualization tools like Power BI Entry‑level proficiency in software development, best practices, and methodologies Interest in advanced analytics and automation technologies (e.g., Alteryx, MS Power Platform, Python) Effectively leverages AI tools with strong human judgment #J-18808-Ljbffr Jobtailor
- ...estimate loss exposure, probability of threat events, and financial impact across critical assets and business processes.... ...exposure, system outages, or operational disruption. Support internal and external audits related to data protection. Provide risk mitigation...Suggested
- ...industrial and commercial real estate. This role evaluates the financial condition of existing and prospective borrowers,... ...workflow. Ensure all credit files meet regulatory standards, internal credit policy, and audit requirements. Stay current on industry trends, economic...SuggestedWork at officeLocal area
- ...bank's strategic objectives for financial performance and risk... ...Director of Risk Management, Audit Manager, and/or Director of Compliance... ...adequately and on time. Consult with the Director of Risk Management... ...management, governance, and internal controls, which support and...SuggestedFull timeWork at officeLocal areaWeekend workAfternoon shift
$60k - $75k
...client‑focused wealth management firm, is seeking an Investment Advisory Associate to join their growing team. This is a unique... ...Representative (IAR) over time. The role offers a strong mix of financial planning, client interaction, and portfolio support within a collaborative...SuggestedFlexible hours- A boutique wealth management firm is seeking an Investment Advisory Associate to join their team in Overland Park, Kansas. This role... ...opportunity to work closely with a senior advisor, focusing on financial planning and client interactions. Candidates should have experience...Suggested
- ...guided by a common purpose to help make financial lives better through the power of every... ...business knowledge by using a defined consultative approach with clients to systematically... ...Client Experience Branding Client Solutions Advisory Investment Management Pipeline...Work at officeImmediate startMonday to FridayShift workDay shift
- ...About the job Financial Consultant (Remote) Empower Your Family’s Future with a Flexible, Remote Financial Consulting Role About Us: We’re a leading financial services company dedicated to helping families build and protect their wealth. Licensed across the U....Extra incomeImmediate startRemote workWork from homeFlexible hours
$102.96k - $125.84k
...(brokerage, insurance, and investment advisory) services. Establish and execute sales... ...Requirements MINIMUM: ~7 years financial advisor or investment sales experience... ...more than a company. We are advisors, consultants, problem solvers, friends, community members...Work at officeLocal areaFlexible hours$150k - $250k
...their opportunities. Aprio Advisory Group, LLC is a progressive,... ...intersection of Tax Planning, Financial Planning, and investment... ...acquisition, primarily from internal referrals. The Wealth Advisor... ...providing non-attest tax and consulting services, and Aprio, LLP providing...Full timeWork at officeLocal areaRemote workFlexible hours- ...and client-focused Associate Financial Specialist to join our... ...investment strategies. Through a consultative approach, you will build and... ...financial goals. • Collaborate with internal specialists and team members... ..., banking, investment advisory, or a related industry is...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs...Full timeContract workFor contractorsWork at office- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...Services, Inc. (Member SIPC , FINRA ), First Command Advisory Services, Inc., First Command Insurance Services, Inc. First...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from...Work at officeShift workDay shift
$87.4k - $123.4k
...Financial Planner – Retail (Remote or Hybrid) What You Will Do Understand the client’s... ...Exceptional at delivering effective client consultations – always composed and professional.... ...matching contributions (up to 6%), financial advisory services, potential company...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeHome officeWork visa$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Asset & Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business...Work at office$20.6k - $114.4k
...clients for investment (brokerage, insurance, and investment advisory) services. Establish and execute sales plan to convey UMB’s investment... ...and trust accounts managed by UMB Bank. Requirements 7 years financial advisor or investment sales experience College Degree or...Work at officeLocal areaFlexible hours- A leading financial services company is looking for a Financial Consultant to work remotely. This role offers a flexible schedule, allowing you to earn income while managing other responsibilities. You will guide families towards financial stability by educating them about...Immediate startRemote workFlexible hours
- ...Job Overview Financial Solutions Advisor Stage I (FSA I) – An entry‑level role focused... ...owners, and higher‑net‑worth clients. Apply consultative techniques to identify client needs and... ...Skills in client experience, branding, advisory, investment management, pipeline...Work at officeFlexible hoursDay shiftWeekday work
$70.35k - $205.8k
...machinery through IoT, and transforming internal operations for efficiencies. SAP technologies... ...expanding our SAP team with advisory skills to continue to drive transformation... ...and backgrounds. You are a confident Consultant who spots and stays ahead of the SAP platform...Work experience placementLive inWork at officeLocal area$50k - $75k
...a strong foundation and take on increasing responsibility in financial planning, client engagement, and long-term relationship management... ...goal is to develop the skills needed to grow into a senior advisory position. Key Responsibilities Client & Planning Support Collaborate...Flexible hours- ...and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of...Full timeWork at officeLocal area
- ...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 that align with their goals....
- ...Advisor Development Program- Financial Advisor: Greater Kansas City... ...relationship with their advisory team committed to their needs... ...customers to the appropriate internal specialists, and executing highly... ...by using a defined consultative approach to systematically identify...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...ready to make a real difference? At BOK Financial, we're passionate about supporting... ...client relationships. While providing consultative conversations to existing and... ...financial goals. You will comply with internal control, audit, security, and compliance policies and...
- ...SUMMARY: Responsible for evaluating the financial health of commercial, real estate, and small... ..., and aligned with regulatory and internal risk management standards. Essential Duties... ...credit deterioration. Support internal audits, loan reviews, and regulatory examinations...InternshipWork at officeLocal area
- ...security risks. Coordination of security assessments with internal audit and external vendors. Assist in developing security awareness... ...solve problems and provide solutions that are technically, financially, and administratively responsible. Ability to provide competent...Permanent employmentLocal area
- ...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 a business model with...Full timeWork at office
- A financial services firm in Park City, Kansas, is looking for a Financial Consultant to provide tailored financial advice and strategies to clients. You'll engage directly with clients to assess their financial needs and leverage advanced analysis tools. The role requires...
- Landrum & Brown is a global aviation consulting firm with airports at the core of our DNA. We bring passion and creativity to solve the... ..., we help airports make some of the most important strategic, financial, and business decisions in the aviation industry. From major capital...Local area
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their financial objectives and provide tailored advice and strategies that align with their goals. You will utilize advanced financial tools and analytics...
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