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
$62.4k - $64.35k
...Popular Insurance Sales - NY Metro 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. In this position, you will: Evaluate customers...SuggestedFull timeTemporary workPart timeSeasonal workImmediate startFlexible hoursPopular
New York, NY1 day ago$106.4k - $149.5k
Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change... ...expertise in regulations and processes; understanding of higher ed financials requirements across various types of institutions•...SuggestedFull timeWork experience placementLocal area$59.1k - $196k
...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday Adaptive Insights Consultant, your primary responsibilities may include: Identification of...SuggestedFull timeWork experience placementLive inWork at officeLocal area$115k - $145k
Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change.... ...experience• Minimum 1-2 years of relevant experience in consulting, financial aid, higher education, and/or accounting • Previous experience...SuggestedFull timeWork experience placementLocal area$116k - $229.1k
...bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-... ...ends on 9/30/2026Work you'll doAs a Workday Financials Sr Consultant, you will lead project workstreams, identify and document business...SuggestedLocal area$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...Full 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...Full timeTemporary workLocal areaRemote work$116.2k - $229.1k
Position Summary Encore Financial Reporting Controllership - Senior Consultant - Strategy, Growth, and TransformationHelp finance organizations modernize core processes, improve transparency, and drive better business decisions. As part of Deloitte’s Finance Transformation...Local areaVisa sponsorship- ...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...Temporary work
$85k
Overview We are looking to expand our team of financial advisors in a fully remote environment. This position is a Financial Advisor (part-time or full-time). Through our in-depth training program, you will learn how to diagnose the needs of an individual or family, have...Full timeTemporary workPart timeRemote work$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, NY1 day 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, NY3 days ago $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, NY3 days 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, NY3 days ago $110.7k - $218.3k
Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform...Work at officeVisa sponsorship- ...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, NY4 days ago $34.5k
...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering... ...clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients...Work experience placementLocal areaFlexible hoursEquitable Advisors
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, NY9 hours ago - ...Technologies Inc. ( is a market leader and one of the fastest growing IT consulting firms with operations in US, Canada, Mexico & India. SAT is an... ...candidate will have functional expertise with both Oracle Financial Services Analytical Applications (OFSAA) and Oracle Financials...
- Role Overview Make a difference. Be happy. Grow your career. As a member of the Workday ERP Services practice, the Workday Financials Consultant will work closely with clients on training, workflow, process, and system improvements that support their activities. The Consultant...Temporary workWork at officeLocal areaHome office
- 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. Licensed...Remote jobExtra incomePart timeImmediate startWork from homeFlexible hours
- ...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
$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- ...the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients... ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing...
- ...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, NY3 days ago $90k - $150k
...relationships, uncovering client needs, and delivering tailored financial solutions. This individual will play a key role in expanding... ...Business Development Client Relationship Management Consultative Communication Practice Management Quantitative Analysis Retirement...Full timeWork at officeRelocationMonday to FridayFlexible hoursAfternoon shiftYtswealth
New York, NY2 days ago- ...Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are : Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth...Day shift
Lenox Advisors
New York, NY1 day ago - ...At THRYVE, we believe the human side of wealth management isn't a feature — it's the foundation. Every financial decision a client faces is ultimately a life decision, and the relationship between an advisor and a client is one of the most consequential professional bonds...Work at officeFlexible hours
Thryve Wealth Management
New York, NY1 day ago $75k - $150k
...Summary The industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net...LE010 Manning & Napier Advisors, LLC
New York, NY3 days ago$74.88k - $112.32k
...to learn more. Base pay range $74,880.00/yr - $112,320.00/yr Key Responsibilities Sell & Advise : Offer investment solutions and financial planning tailored to client goals. Client Onboarding : Guide new clients through discovery, needs analysis, and setup. Relationship...Full timeLocal areaInsight Global
New York, NY1 day ago
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