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
$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 areaAccenture
New York, NY4 days ago$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$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 hours$40 - $60 per hour
Overview Join to apply for the Financial/KYC Consultant role at Michael Page . This temporary role in New York offers a chance to make an impact in a dynamic environment while utilizing your expertise in relationship management and legal knowledge. The pay is based on...SuggestedHourly payContract workTemporary workLocal area- ...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
- About Us At WealthBridge Financial Group, we help individuals, families, and business owners About Us At WealthBridge Financial Group... ...long-term client relationships through a client-first, consultative approach Analyze clients' financial goals and design personalized...Flexible hours
- ...primary focus is on high-quality qualification: subtly demonstrating the need for a debt relief program while gathering all necessary financial details to create a comprehensive, well-organized analysis and hand-off summary. This sets up our senior sales representatives for...Full timeRemote workWork from home
Century Consulting Services
New York, NYa month ago - To support a growing finance team, the full-time MBA Financial Consultant will engage in financial planning, analysis, and business development activities while working remotely, contributing to strategic initiatives and financial performance improvements. Key Responsibilities...Full timeWork experience placementRemote work
- Managing day-to-day financial support for Regional Market clients, the full-time Financial Consultant will oversee billing operations, financial reporting, and data analysis while collaborating with internal and external stakeholders in a virtual environment. Key Responsibilities...Full timeWork experience placementWork at office
- ...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, NY2 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, NY2 days 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, NY3 days 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. Licensed...Remote jobExtra incomePart timeWork from homeFlexible hours
- A leading ERP solutions provider is seeking an experienced Epicor Implementation Consultant focused on financial modules and Avalara tax integration. This remote role requires deep expertise in corporate accounting, US/international tax compliance, and hands-on experience...Remote job
- 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...
$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day ago Be among the first 25 applicants Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US Get AI-powered advice on this job and more exclusive features...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$128.09k - $192.14k
Collaborative Solutions, LLC is looking for a Workday Financials Senior Principal Consultant to lead financials engagements and resolve client issues effectively. The candidate should have a Bachelor's degree, Workday certification, and at least 5-7 years of experience...- ...advanced valuation models including DCF (WACC-based), trading comps, and precedent transaction analysis. Develop integrated 3-statement financial models, operating models, and 13-week cash flow forecasts. Create deal models such as LBO, merger models (base version), and...Remote job
- A leading IT services company is hiring a Workday Consultant for Financials in the U.S. This role involves triaging requests, optimizing configurations, and collaborating with clients to enhance their Workday experience. Ideal candidates will have a Bachelor's degree and...Remote job
$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 office- ...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...
- Financial Services Consultant - Loan IQ Candidate will be responsible for supporting data migration activities for the Loan IQ system. The role involves preparing structured data from source documents (such as PDFs and Excel files) and migrating the data into Loan IQ using...Work at officeFlexible hours
- ...work is to love what you do. If you haven’t found it yet, keep looking. Don’t settle.” Our client is seeking an Interim Financial Systems Consultant to provide hands-on support. This role is focused on SAP financial system administration and operational support. The ideal...Temporary workInterim role
- FTI Consulting is seeking a Senior Consultant for its Investment Administration and Reporting practice within Real Estate Solutions. The... ..., ability to research accounting issues, and experience in financial reporting, notes, and management reports. #J-18808-Ljbffr FTI...Remote job
- Global Credit Union in New York seeks a dynamic Financial Services Representative II to deliver exceptional member experiences in person and over the phone. You will perform transactions, leverage product knowledge, and actively cross-sell to meet branch and business-line...
- We are looking for a Financial Consultant to deliver tailored financial strategies, capital structure evaluations, and wealth management support to key clients. What You’ll Do: Assess complex client financial statements, tax profiles, and liabilities. Create tailored...Remote job
$63k - $140k
...SectorNot ApplicableSpecialismFinancial Due DiligenceManagement LevelAssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence - Experienced Associate you will help clients navigate mergers, acquisitions, and divestitures by reviewing...Full timeInternshipH1bPwC
New York, NY2 days ago- Invisors seeks a Workday Financial Spend Senior Consultant to partner with clients, lead discussions, and deliver Workday Financial solutions. You will mentor junior consultants and help improve internal processes while contributing to client success. The role requires...Full time
- PwC in New York is seeking a Financial Markets & Real Estate - General Corporate Real Estate Senior Consultant within our Assurance practice. You will analyze client needs, develop financial solutions, and provide strategic recommendations to improve performance. You will...
- A consulting firm is seeking a Mid-Senior level Workday Financials Consultant. The role involves leading the Contracts to Cash Workday Financials pillar while ensuring effective customer solution implementations. Ideal candidates will have over 5 years of experience in...Remote jobFlexible hours
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