Financial Services Consultant
Atlasfinancialsolutions Co
Financial Consultant – Mortgage & Banking Professionals (1099 POSITION) Los Angeles | Remote & Hybrid Flexibility | Training Provided Help Clients Beyond the Loan Process We are seeking mortgage professionals, loan officers, bankers, processors, branch managers, and financial professionals who want to expand their impact while building a rewarding career in financial services. If you enjoy helping individuals make important financial decisions, this opportunity allows you to broaden your expertise and help clients prepare for retirement, protect their families, and build long‑term wealth. About the Role As a Financial Consultant, you will work directly with individuals, families, and business owners to develop strategies focused on: Retirement Preparation Income Protection Debt Management Wealth Accumulation Financial Education Why Mortgage & Banking Professionals Excel Here Existing financial knowledge translates naturally Flexible schedule and remote work options Uncapped earning potential Leadership advancement opportunities Ongoing mentorship and professional development Ability to build long‑term client relationships Responsibilities Conduct financial needs assessments Educate clients on available financial solutions Create personalized financial strategies Maintain ongoing client relationships Participate in training and leadership development Adhere to compliance standards Compensation 1099 Independent Contractor Commission‑based compensation Bonuses and incentives available Part‑time and full‑time opportunities Qualifications Mortgage, lending, or banking experience preferred Strong communication skills Professional demeanor Self‑motivated and coachable Must be willing to obtain a Life & Health Insurance License within 60 days Authorized to work in the United States No prior financial services experience required. #J-18808-Ljbffr
$71k
...across the U.S. and Asia, we are the premier financial bridge between the East and West. Our... ...currently seeking a Senior Financial Consultant. This Senior Financial Consultant will meet... ..., evaluating risk tolerance.Markets services by asking for referrals from current clients...SuggestedFull timeTemporary work$28 - $32.85 per hour
The Office of Financial Aid is seeking a Financial Aid Counselor IIto assist with the day to day responsibilities of the Need Analysis unit. The Need Analysis unit is responsible for evaluating prospective and current student eligibility for financial aid. Additionally...SuggestedHourly payFull timeWork experience placementWork at officeLocal area$82.6k - $162.8k
...and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of... ...and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation...SuggestedLocal areaVisa sponsorship- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Glendale, CA2 days ago - ...Our Los Angeles office in California is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations. Our team members work together to meet company objectives...SuggestedWork at office
Tentek
Los Angeles, CA55 minutes ago $60k - $80k
...Job Title Investment Services Representative Job Description Reports to: Manager, Investment Services. Functions Supervised... ...Responsibilities Meet with existing and prospective clients to promote financial planning and investment services. Conduct educational seminars...Temporary workLocal areaGlobal Credit Union
Glendale, CA4 days ago$90k - $110k
...Financial Planning Specialist A well-established investment advisory firm in Pasadena is seeking an experienced Financial Planning Specialist... ..., or investment advisory firm preferred Strong client service, analytical, and communication skills Compensation Compensation...Local areaMonday to FridayUltimate Staffing
Pasadena, CA4 days ago- ...is a high-performing, dynamic firm of MassMutual, a leading financial services organization with a long history of helping individuals, families... ...Professional, Banker, Registered Representative, Financial Consultant, Relationship Manager, or Insurance Professional....
MassMutual Pacific
Pasadena, CA1 day ago - ...Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry. As a Financial Representative you will work to help individuals and...Permanent employmentTemporary work
Guardian Life
Los Angeles, CA3 days ago $150k
...teamwork? Channel that drive into an exciting career with Beer Financial Group, a growing network within Northwestern Mutual! What... ...related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory....Full timeWork at officeLocal areaRemote workFlexible hours3 days per weekBeer Financial Group
Santa Monica, CA3 days ago$100k
...Mission Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act... ...for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and...Full timePart timeImmediate startNew York Life
Los Angeles, CA2 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Los Angeles, CA13 hours ago- ...owners. The company has a long history of financial strength and strong performance, and... ...care insurance, retirement/401(k) plan services, and annuities. In addition, the company... ...Description In this entrepreneurial, consultative sales position, you will build your professional...Work experience placement
MassMutual Alabama
Los Angeles, CA2 days ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs...Work at officeUnavailable
Santa Monica, CA3 days ago$110k
...Dental insurance Vision insurance Pointwealth Capital Management – Financial Advisor. We are a boutique wealth management firm (~$500M AUM)... ...is not a cold prospecting role. You will be given clients to service, with the expectation to deepen relationships, retain assets,...Pointwealth Capital Management
Los Angeles, CA4 days ago$51k - $320k
...About GoldBook Financial GoldBook Financial is a premier financial services firm and proud member of the MassMutual family of firms. At GoldBook Financial, you get the freedom to build your business your way - with the support of a local firm and the scale of MassMutual...Local areaFlexible hoursGoldBook Financial
Los Angeles, CA3 days ago- ...gainful employment and career advancement.Careers Site: SUMMARYThe Financial Aid Advisor administers financial aid programs to prospective... ...and Title IV.Demonstrated skills in modeling a strong customer service orientation.Demonstrated skills in establishing and maintaining...Temporary workWork at officeFlexible hours
Success Education Colleges
Glendale, CA3 days ago $24.23 - $26.92 per hour
...individual needs in a supportive, student-centered environment. The Financial Aid Advisor’s primary responsibility is to promote a student-... ...key functions to ensure seamless student financial aid services, contributes to effective enrollment management and assures customers...Hourly payTemporary workWork experience placementLocal areaPepperdine University
Los Angeles, CA13 hours ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Los Angeles, CA1 day ago- ...Emergency Department Financial Counselor We are seeking an experienced Emergency Department Financial Counselor to assist patients with... ...Registration staff as needed. Provide excellent customer service to patients, families, physicians, and staff. Qualifications...Flexible hours
Mission Community Hospital
Los Angeles, CA13 hours ago $63.3k - $117.2k
...Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive... ...with members of the client relationship team to apply a consultative sales process and continually enhance the client...Part timeLocal areaBmo
Santa Fe Springs, CA4 days ago$70.3k - $115k
...determine the most appropriate products to meet their long term financial goals. Provide advice and guidance regarding retirement... ...FUNCTIONS: Identify and evaluate member needs for investment services, assess the objectives and goals of the member, and develop financial...Remote workWescom Central Credit Union
Pasadena, CA1 day ago$25.7 per hour
...and primary stroke center, orthopedic care, advanced cardiac services, critical care services, inpatient and outpatient rehab programs... ...Leapfrog Group.For more information, visit Responsibilities Financial Counselor determines patient liability based on benefits and advises...Daily paidFull timePart timeWork experience placementLocal areaShift workPrime Healthcare
Inglewood, CA4 days ago- ...determine the most appropriate products to meet their long term financial goals. Provide advice and guidance regarding retirement... ...branches. Identify and evaluate member needs for investment services, assess the objectives and goals of the member, and develop financial...Full timePart timeRemote workFlexible hours
Wescom Credit Union
Pasadena, CA4 days ago $100k - $145k
...Serve as the first point of contact for a number of the team's clients. Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a client...Temporary workEurevion Danışmanlık A.Ş.
Los Angeles, CA2 days ago- ...highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll... ...professionals to provide comprehensive and innovative financial planning services to clients. Responsibilities: Build and maintain long-term...Work experience placementWork at office
Northwestern Mutual
Los Angeles, CA1 hour ago - ...classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique... ...stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales...InternshipMonday to Friday
Year Up United
Glendale, CA13 hours ago $124k - $280k
...Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs,... ...insight and challenge.Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes,...Full timeH1b$92.22k - $106.1k
...experienced and client-focused Workday Consultant to join our team. As a key member of the... ...help shape the vision for our Workday Financials Practice. You will be responsible for implementing... ...owned entities, provide professional services in an alternative practice structure in...Full timeContract workLocal areaFlexible hours$95.55k - $195.25k
...The Tax Transformation Office serves Deloitte Tax, focused on Service Delivery Transformation inclusive of people, process, and technology... ...027Work you’ll do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations/Finance, you will...Work at officeLocal areaVisa sponsorship
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