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

Wealth Planning Consultant

Soteria Reinsurance Ltd.

Soteria Reinsurance Ltd. is looking for a dedicated Planning Consultant to join their team in the United States, Kentucky. In this role, you will provide world-class financial planning experiences and deepen client relationships. You will need to have at least 2 years of financial services experience and be licensed with FINRA Series 7 and 66. Your responsibilities include conducting joint client consultations, mentoring peers, and using innovative technologies to maximize efficiencies. This position offers a competitive rewards package and a supportive work environment. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Planning Consultant in Brooklyn, NY vacancy
  •  ...WealthBridge Financial Group is looking for a Financial Consultant to help clients understand their financial objectives and provide tailored...  ...solutions including investment opportunities and retirement planning. Strong analytical skills and a Bachelor's degree in finance... 
    Suggested

    WealthBridge Financial Group

    New York, NY
    2 days ago
  •  ...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them... 
    Suggested

    Wealthbridge-Financial-Group

    New York, NY
    1 day ago
  •  ...A wealth management firm in the United States seeks financial consultants to assist clientele with comprehensive financial planning and consulting. Candidates should demonstrate integrity, a passion for helping others, and strong interpersonal skills. Education beyond... 
    Suggested
    Flexible hours

    DT Financial

    New York, NY
    5 days ago
  •  ...Direct message the job poster from AK Consulting Pro Licensed Financial Representative - Specializes in Life Insurance, Retirement Planning, Long Term Care, Head Start Plans, Annuities, Rollovers Overview : Across the country, families and individuals require assistance... 
    Suggested
    Full time
    Part time
    Immediate start
    Remote work
    Flexible hours

    AK Consulting Pro

    New York, NY
    5 days ago
  •  ...Interim Capital Planning & Financial Modeling Consultant Location: New York, NY (2 days/week on site) Duration: 3 months (highest urgency in first month) Hours: Full-time, 8:30am–5:30pm Pay Rate: $65-75/hour Start: ASAP Overview Columbia University’s School of Engineering... 
    Suggested
    Full time
    Temporary work
    Interim role
    Work at office
    Local area
    Immediate start
    2 days per week

    Vaco

    New York, NY
    4 days ago
  •  ...Soteria Reinsurance Ltd. is seeking a Financial Consultant in Pennsylvania to deepen client relationships and create personalized financial plans. The role involves engaging with clients face-to-face, providing guidance and investment solutions, and mentoring customers... 

    Soteria Reinsurance Ltd.

    New York, NY
    1 day ago
  • $65 - $75 per hour

     ...Overview Client: Very Well-Known Organization Role: Capital Planning & Financial Modeling Consultant Pay Rate: $65–$75/hour Location: NYC Type: Contract Job Description: A reputed Client is seeking a senior Capital Planning & Financial Modeling Consultant with 10+ years... 
    Contract work

    Vaco Recruiter Services

    New York, NY
    1 day ago
  •  ...A well-known organization is seeking a senior Capital Planning & Financial Modeling Consultant to support capital budgeting, FP&A, and strategic financial planning initiatives. The ideal candidate will have over 10 years of finance experience, particularly in large CapEx... 

    Vaco Recruiter Services

    New York, NY
    1 day ago
  • $5,000 per month

     ...‑on bonus eligibility applies to candidates who apply from March 25 to April 30. As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth consultation team, providing support to our customers at key life moments. Our Workplace Planning... 
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Remote work
    Work from home
    Work visa
    Relocation package
    Flexible hours

    Hispanic Alliance for Career Enhancement

    New York, NY
    5 days ago
  •  ...A leading professional services firm is looking for a Retirement Plan Consultant to join their team. This position allows for 100% remote work. The consultant will administer 401(k) plans, ensuring compliance and advising clients on eligibility and enrollment processes... 
    Remote work

    G&A Partners

    New York, NY
    5 days ago
  • $70.35k - $196k

     ...clients develop strategies and operating models that integrate planning, procurement, product design, manufacturing, and fulfillment...  ...extended supply chain. You are: A Supply Chain Kinaxis Consultant that will help contribute, develop and grow our SC&O Planning... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    New York, NY
    3 days ago
  •  ...Spadtek Solutions is seeking an experienced i2 Planning Consultant to work on contract. The ideal candidate will have over 10 years of strong expertise in supply chain planning solutions, working closely with business and technical stakeholders. Your responsibilities will... 
    Contract work
    Remote work

    Spadtek Solutions

    New York, NY
    5 days ago
  •  ...service-oriented organization focused on delivering customized planning and coordination solutions for a diverse client base....  ...Overview: We are seeking a detail-oriented and dependable Planning Consultant to support clients with coordination and scheduling services.... 
    Remote work
    Flexible hours

    Velvethorizons

    New York, NY
    6 days ago
  • $25 - $45 per hour

     ...considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque.Online Consumer Panels America is a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally... 
    Hourly pay
    Weekly pay
    Extra income
    Temporary work
    Part time
    For contractors
    Seasonal work
    Work from home
    Flexible hours

    Penny's Adventures

    New York, NY
    2 days ago
  •  ...by cloud-based technology – helping organizations grow and enabling workforces to perform at their best.Learn more at Planning Principal Consultant**The Adaptive Planning Principal Consultant is a senior member of our team responsible for leading end to end implementation... 
    Work experience placement
    Remote work
    Work from home
    Flexible hours

    Strada

    New York, NY
    2 days ago
  •  ...Empower Retirement, LLC is seeking a Retirement Plan Advisor to assist individuals in achieving a successful retirement. The role includes conducting readiness reviews and developing partnerships with stakeholders. The ideal candidate should possess financial services... 

    Empower Retirement

    New York, NY
    4 days ago
  •  ...digital solutions firm in New Jersey is seeking an experienced SAP Consultant to lead the design and implementation of SAP PP and MRP in S/4...  ...IBP and APO systems. A strong understanding of Consumer Goods planning processes and excellent stakeholder management skills are... 

    CrackaJack Digital Solutions LLC

    New York, NY
    1 day ago
  •  ...The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors' needs. This role involves conducting presentations to improve awareness of retirement plans and actively participating in educational... 
    Remote work

    The Variable Annuity Life Insurance Company

    New York, NY
    3 days ago
  •  ...Hispanic Alliance for Career Enhancement is looking for a Workplace Planning Consultant to join their Empower Personal Wealth team. This role involves providing support to customers at key life moments, like retirement account decisions. The position offers a base salary... 
    Remote work
    Relocation package

    Hispanic Alliance for Career Enhancement

    New York, NY
    5 days ago
  •  ...A consulting and technology firm is seeking a Strategy Insights & Planning Consultant in New York, NY. This role involves defining project scopes, leading project execution, and providing innovative solutions in a collaborative environment. Candidates should hold an MBA... 
    Remote work
    Flexible hours

    ZS Associates

    New York, NY
    2 days ago
  • $70k - $80k

     ...solutions and technology. A growing, Houston-based professional services firm, G&A Partners is currently seeking a Retirement Plan Consultant to join its team with the ability to work 100% remote. A competitive compensation and benefits package is available to include... 
    Full time
    Local area
    Remote work

    G&A Partners

    New York, NY
    5 days ago
  •  ...position. Overview Do you love exploring destinations, comparing getaways, and helping others pick their perfect trip? As a Trip Planning Consultant, you’ll turn travel ideas into personalized itineraries—from relaxing beach escapes to bucket-list adventures. Work from home... 
    Remote work
    Work from home
    Flexible hours

    Beths Beautiful Destinations

    New York, NY
    4 days ago
  •  ...A remote planning service company is seeking a detail-oriented Planning Consultant to manage client requests and coordinate logistics. Responsibilities include communication with clients, organizing accommodations, and preparing structured plans. The ideal candidate will... 
    Remote work
    Flexible hours

    Velvethorizons

    New York, NY
    6 days ago
  •  ...culturally diverse group of employees, working in more than 100 countries, in a variety of challenging roles. Position Overview The Plan Review Consultant I is a position for office engineering activities related to plan review of standard construction, equipment, occupancy,... 
    For contractors
    Work at office
    Flexible hours

    6AM City

    New York, NY
    2 days ago
  • ## Planning Consultant - Cleveland East, OHApplylocations: 200 PINECREST DRIVE ORANGE, Ohiotime type: Full timeposted on: Posted Todayjob requisition...  ...Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands... 

    Soteria Reinsurance Ltd.

    Brooklyn, NY
    1 day ago
  •  ...Project Partners, LLC is searching for an experienced Oracle SCM Planning & PLM Principal Consultant to join their team. This remote full-time role involves leading solution design in Oracle Cloud applications and collaborating closely with customers to enhance their business... 
    Full time
    Remote work

    Project Partners

    New York, NY
    3 days ago
  • $60k - $70k

     ...Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher...  ...believe you will too. About the Role The Retirement Plan Consultant will provide objective guidance that is aligned with the needs... 
    Hourly pay
    Local area
    Immediate start
    Remote work
    Relocation

    Corebridge Financial

    Jersey City, NJ
    6 days ago
  • $72.25k - $90k

     ...Adaptive Planning Consultant Locations: Atlanta; Boston; Charlotte; Chicago; Dallas; New York Company Overview We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through... 
    Work at office
    Local area
    Remote work
    2 days per week

    Accordion USA

    New York, NY
    9 days ago
  • TXU Energy seeks a skilled professional to prepare training materials and conduct training for standard and new procedures. Responsibilities include recommending actions for existing situations and serving as a technical expert. The ideal candidate should hold a Bachelor...

    TXU Energy

    Brooklyn, NY
    1 day ago
  • $66k - $125k

     ...of developing lifetime relationships with Fidelity. As a Planning Consultant, you will provide a world-class planning experience, uncover...  ...Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands... 
    Work from home

    Fidelity Investments

    New York, NY
    2 days ago

Do you want to receive more vacancies?

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