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
- About this role:Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more... ...for immediate FINRA registrationDesired Qualifications:Full-service brokerage experienceFinancial advisement or planning experienceClient...SuggestedHourly payMinimum wageOngoing contractFull timeWork experience placementWork at officeImmediate start
$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...SuggestedFull timeH1b- ...Overview The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health... ...and procedures. Maintains productivity, quality and customer service requirements according to department policy and procedure....SuggestedFull time
$32.23 - $35.7 per hour
...Job Summary: Under indirect supervision, at the point of service provides financial counseling to patients in a personal interview to create a payer source for Inpatient and Outpatient self-pay accounts. Identifies potential third party liability, Workers Compensation...SuggestedWork experience placementWork at officeLocal areaShift workNight shift$60k - $80k
...Job Title Reports to: Manager, Investment Services. Functions Supervised: None Primary Functions: Responsible for developing... ...: Meet with existing and prospective clients to promote financial planning and investment services. Conduct educational seminars...SuggestedTemporary workLocal area- ...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...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...high-performing, dynamic branch of MassMutual - a world-renowned financial institution with a solid heritage and a forward-thinking... ...Pacific fosters a culture of collaboration, continuous learning, and service to community. The Opportunity: We are seeking a Financial...
$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 hours$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about... ...: Offer ongoing financial planning and investment management services. Conduct Reviews: Regularly review and update financial...Temporary workLocal areaFlexible hours$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 work$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 time$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...Full timeContract workFor contractorsWork at office- ...We're seeking an experienced Financial Advisor with a portable book of business ($20M+ AUM) who is ready to grow within a high-touch... ...and reports through modern digital tools Friendly, responsive service from a warm and capable support team What We're Looking For:...Work at officeWork from home2 days per week1 day per week
- ...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... ...team dedicated to delivering exceptional service and fostering long-term client relationships. If...
$45k - $100k
...anticipated to remain open for 30 days, from 10-Jul-2026. The posting may close early due to the volume of applicants. 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$52.73k
Financial Consultant Location US-CA-Burbank ID 2026-1724 Category Brokerage and Insurance Position Type Full-Time Remote... ...products offered through LFCU Brokerage & Insurance Services and processes operational paperwork in a timely manner. Delivers...Full timeContract workWork experience placementWork at officeRemote work$23 - $26 per hour
...Financial Aid Advisor MFSON GCC - Glendale, CA 91203 Overview Salary Range $23.00 - $26.00 Hourly Position Type Full-Time Job Shift Day... ...and Title IV. Demonstrated skills in modeling a strong customer service orientation. Demonstrated skills in establishing and maintaining...Hourly payFull timeTemporary workWork at officeFlexible hoursShift work- ...Financial representative Contract type: Full-time Location: Los Angeles Industry: Financial Services Date published: 06-03-2026 About the role Our financial representatives at Modern...Full timeContract workLocal area
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate...Temporary workWork at officeShift workDay shift
$33.27 - $47.77 per hour
...Description As a Financial Counselor, you will be responsible for: Verifying accurate demographic and financial information... ...Working closely with Patient Placement, Care Coordination, Social Services, and Patient Business Services to ensure accurate and timely...Hourly payWork at office$22 - $25 per hour
...Financial Advisor Are you ready to make a meaningful difference in the lives of aspiring beauty professionals? Paul Mitchell The School... ...and vacation time Discounted professional products and services Holiday bonuses LEARN MORE ABOUT US: We are a leading...Hourly payFull timeWork at office$20k - $100k
...Job Function Finance and Sales Industries Insurance Referrals increase your chances of interviewing at Taos Global Group Inc. by 2x Financial Advisor Trainee (Beverly Hills, CA) Beverly Hills, CA $34,320.00-$75,000.00 3 days ago Get notified about new Financial Advisor...Full timeTraineeship- ...solutions to meet client needs Recommending investment products and services that are suitable for prospects based on their objectives,... ...of 66) licenses Minimum of one year experience working in the financial service industry and/or a sales environment where goals were...
- ...Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow...
$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 office$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 area$25 - $29.15 per hour
...Allied healthcare, and Imaging programs. We are currently seeking a Financial Aid Advisor. This is an on-ground position at the Gurnick... ...experience in financial aid, collections, and lending Customer service experience is desirable Organizational knowledge of educational...Hourly payFull timeTemporary workWork experience placementFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management...Work at officeShift workDay shift
- ...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
- ...the Clean Energy RevolutionBecome an Energy Marketing & Trading Financial Analyst, Associate Specialist at Southern California Edison (... ...in the analysis of market trends in the energy and ancillary services markets.Gathers contract requirements, reviews payments, manages...Contract workRemote workRelocation
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