FINANCIAL CONSULTANT
Atlasfinancialsolutions Co
Financial Consultant – Real Estate Professionals New York, NY| Remote & Hybrid Flexibility | Training Provided Build Additional Income Beyond Real Estate We are expanding throughout New York and seeking motivated real estate professionals who are interested in leveraging their relationship building skills to create additional income and long term career growth within financial services. Whether you are a licensed Realtor®, broker, team leader, or real estate professional looking to diversify your income, this opportunity offers flexibility, professional development, and unlimited growth potential. About the Role As a Financial Consultant, you will work with individuals, families, and business owners to help them develop strategies focused on: Income Protection Retirement Planning Wealth Building Debt Reduction Legacy and Estate Planning You will meet with clients virtually and, when preferred, in person to educate them on financial solutions that align with their goals. Why Real Estate Professionals Thrive Here Flexible remote and hybrid work options Additional income stream beyond real estate commissions Performance-based compensation with uncapped earning potential Leadership and business ownership opportunities Comprehensive training and mentorship Ability to leverage your existing networking and relationship skills Professional growth within a rapidly expanding industry Responsibilities Meet with clients to assess financial needs and goals Educate clients on financial protection and planning strategies Develop customized financial solutions Build and maintain professional relationships Participate in training and leadership development programs Maintain compliance and professional standards Compensation 1099 Independent Contractor Commission-based compensation Performance bonuses and incentives available Part-time and full-time opportunities available Qualifications Real estate experience preferred but not required Strong communication and interpersonal skills Professional and self-motivated Coachable and growth-oriented Must be authorized to work in the United States Must be willing to obtain a Life & Health Insurance License within 14 days No prior financial services experience required. Training and mentorship provided. #J-18808-Ljbffr Atlasfinancialsolutions Co
$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... ...offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients'...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hoursEquitable Advisors LLC
New York, NY2 days ago$75k - $100k
Are you ready to embark on a rewarding journey as an Entry-Level Financial Consultant with our dynamic company? Join our team of driven individuals and dive into the thriving financial sector from the comfort of your own home. Ranked as the top career choice by the U.S...SuggestedFull timePart timeRemote workFlexible hours$28k - $125k
...We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling... ...FINANCIAL PLANNER (CFP) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable...SuggestedFull timeTemporary workLocal areaRemote work$62.4k - $64.35k
We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic Popular Investment team! This is a commission based position only. Responsibilities Evaluate customers relative to financial needs, current holdings and...SuggestedFull timeTemporary workPart timeSeasonal workFlexible hours- ...skills and cultures. At IRI, we know that our success is directly tied to our clients’ success. Job Description Job Title: Financial Consultant Location: New York ,NY Duration: 5+ MONTHS This role is a temporary consultant position in the Finance department for ActiveHealth...SuggestedTemporary work
$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 hoursNew York Life
New York, NY1 day ago- ...Financial Services Representative Employment Type: Full-Time, Part Time, Contract Compensation: Performance-based (details provided... ...or willingness to obtain Experience working with clients in a consultative environment What We Offer Structured training and mentorship...Full timeContract workPart timeFlexible hours
Atlasfinancialsolutions Co
New York, NY1 day ago - ...We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. Role consists of helping a wide range of clientele with full fledged financial planning and consulting. Consultants typically start with...Part timeImmediate start
DT Financial
New York, NY2 days ago $4,000 per month
...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...Permanent employmentWork at officeSuccess Human Resource Centre Pte Ltd.
New York, NY4 days ago- ...your 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...
The Colie Group
New York, NY1 day ago - ...About the job Financial Consultant (Remote) Stay Active and Make a Difference with a Flexible, Remote Financial Consulting Role About Us: We are a mission-driven financial services company dedicated to helping individuals and families build and protect their wealth...Extra incomePart timeImmediate startRemote workWork from homeFlexible hours
Melius Consulting
New York, NY4 days ago - ...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....
WealthBridge Financial Group
New York, NY5 days ago - ...description. Below is a refined version that enhances clarity and organization, using appropriate HTML tags: Job Title: Workday Financials Consultant Location: Complete Remote Duration: 5+ Months Role Overview: The contractor will support the finance team by building and...For contractorsRemote work
$110k - $140k
Job title: Workday Financials Senior Consultant Job Summary: Next Generation, Inc, an Equal Opportunity employer, is seeking a Senior professional with Workday certification in Budgets, Customers or Projects , for a remote role with infrequent on-site visits, who is experienced...Full timeRemote workFlexible hours- Time-tested company on solid financial footing seeks a talented Actuary who will measure client's healthcare plans financial status, provide renewal projections, analyze cost sharing, and appropriately set IBNR levels. The ideal candidate would be an ASA or FSA with 8+...Remote work
DW Simpson
New York, NY10 hours ago - ...specialize in helping clients overwhelmed with unsecured debt achieve financial stability. Our team of dedicated professionals is committed to... ...earning potential in an industry that is rapidly growing. Our consultants have the ability to make a base salary and uncapped...
Citizens Debt Relief, LLC
New York, NY1 day ago - ...Financial Counselor – Job Description The role functions within the Patient Financial Services department at Albert Einstein Medical Center, providing financial counseling and assistance for patients, handling registration and billing tasks, and ensuring collection goals...Temporary workWork at officeFlexible hours
Albert Einstein Healthcare Network
New York, NY5 days ago - ...CCRM Fertility Patient Financial Counselor CCRM Fertility, a leader in fertility care with over 30 locations nationwide, is excited... ...patients eligible to proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in accordance with Care...Hourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
Colorado Center for Reproductive Medicine
New York, NY3 days ago - ...Overview Advanced Gynecology , a practice partner of Together Women's Health is seeking a part‑time Financial Counselor. The Financial Counselor serves as the primary contact to educate patients and community about financial assistance and charity care programs, healthcare...Part time
Together Women's Health, LLC
New York, NY4 days ago - ...Jersey Family Medical Centers, Inc. is seeking a talentedEligibility Coordinator to step into our fast-paced facility! Summary The Financial Counselor is responsible for raising awareness of affordable insurance options and providing eligibility and enrollment assistance...Full timeMonday to FridayFlexible hoursAfternoon shift
Southern Jersey Family Medical Centers.
New York, NY4 days ago $65k - $70k
...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, and hold one‑on‑one sessions...Work at officeWork visaMonday to FridayAfternoon shiftPhipps Co
New York, NY4 days ago- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
Modern Woodmen
New York, NY4 days ago $29.94 per hour
...payments, gathering and scanning required documents, capturing signatures on consent forms, and referring patients to the patient financial services department for potential Medicaid and/or financial aid applications. The role also manages account billing once insurance...Hourly payPart timeWork experience placementShift workWeekend workAfternoon shift3000 Montefiore Medical Center
New York, NY5 days ago- ...Northwestern Mutual is rapidly expanding - our office in New York City isseeking financial representatives to continue our consistent, sustainanble growth plan. Northwestern ranks #114 on Fortune’s 500, was named the “World’s Most Admired” life insurance company according...Work at office
Northwestern Mutual – NYC
New York, NY4 days ago $21.5 - $28 per hour
...Responsibilities The Financial Counselor for PraireCare Programs in Minnesota is responsible for providing patients/guarantors with a positive financial experience by helping them navigate and understand insurance benefits and potential financial liability during the admissions...Work at officeLocal areaRemote workNewport Academy
New York, NY2 days ago$48k
...Job Details Title: Financial Counselor Location: Jobs Plus - Bronx, NY 10454 (Millbrook Community Center Program, Jobs Plus) Salary: $48,000 per year Classified as: Non-exempt FLSA Reports to: Assistant Director Summary East Side House (ESH) is a 501(c)(3) organization...Full timeContract workCasual workWork at officeMonday to FridayEast Side House Settlement
New York, NY4 days ago- ...access. Primary responsibilities include completing patient registration, verifying insurance information, and collecting payments for financial responsibilities. The role also involves gathering and scanning required documents, capturing signatures on various consent forms,...Part timeWork experience placementWeekend work
Montefiore Medical
New York, NY3 days ago $29.94 per hour
## Financial RepresentativeApplylocations: 111 East 210th Streettime type: Part timeposted on: Posted Todayjob requisition id: JR229882**City/State:**Bronx, New York**Grant Funded:**No**Department:**REV - Patient Access - Moses ED Reg Team 2**Bargaining Unit:**1199**Work...Hourly payPart timeWork experience placementMonday to FridayShift workWeekend workMontefiore Hudson Valley Collaborative
New York, NY2 days ago- ...Overview The Financial Counselor is part of the Financial Investigation Department that serves all locations within OBH and is a key liaison between patients and the revenue cycle departments. The counselor interviews patients to provide financial counseling by screenin...Hourly payContract workWork at officeLocal areaRemote work
One Brooklyn Health
New York, NY5 days ago $58k - $63k
...was created to empower your career journey. Your skills, your future, our mission. Under the direction of the Program Director, the financial counselors will help consumers set personal financial goals and develop strategies to achieve those goals, in addition to...Full timeWork experience placementWork at officeLocal areaFlexible hoursAfternoon shiftBronxWorks
New York, NY3 days ago
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