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
- ...Serve as the primary finance point of contact between companies, ensuring financial and strategic alignment. Provide FP&A oversight for Consumer Platforms & Services. Own monthly close reporting, delivering variance analysis and actionable insights to senior leadership...SuggestedTemporary workWork experience placementInterim roleLocal area
- ...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...SuggestedTemporary workWork at officeFlexible hours
- ...Position Title Patient Financial Advisor Days - Full Time Bell Hospital Position Summary / Career Interest: The Patient Financial Advisor... ...and procedures. Maintains productivity, quality and customer service requirements according to department policy and procedure. Responsibilities...SuggestedFull time
$33.27 - $47.77 per hour
...Description As a Financial Counselor, you will be responsible for: Verifying accurate demographic and financial information Reviewing... ...Working closely with Patient Placement, Care Coordination, Social Services, and Patient Business Services to ensure accurate and timely...SuggestedHourly payWork at office- ...with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for... ...Includes: Minimum of 1 year’s experience as a customer service provider in a professional environment. Ability to demonstrate...Suggested
$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...Daily paidFull timePart timeLocal areaShift work- ...clients. Job Summary Our client is seeking a Financial Counselor with expertise in managing financial clearance,... ...including copays and deductibles; counsel patients on non-covered services and establish payment arrangements or referrals to financial resources...Temporary workWork at officeLocal areaShift work
$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...Work experience placementWork at officeLocal areaShift workWeekend workAfternoon shiftWeekday work- ...holistic advice across insurance, investment management, and financial planning domains. If you're driven by a commitment to delivering... ...will offer a comprehensive suite of financial products and services from our portfolio, including fee‑based financial planning, asset...
$150k
...will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve... ...related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory....Work at officeRemote workWork from homeFlexible hours3 days per week- ...Company Description Principal Financial Group® is a global leader committed to enhancing... ...offers a comprehensive suite of financial services ranging from insurance to investment advisory... ...Planner (CFP) or Chartered Financial Consultant (ChFC) are a plus. Bachelor’s degree in...Full timeWorldwide
- ...Financial Advisor (Career Changers Encouraged) Northwestern Mutual – Santa Monica, California (Hybrid) Role Description Our district... ...professionals to provide comprehensive and innovative financial planning services to clients. Responsibilities Build and maintain long‑term...Work experience placementWork at office
$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 start$123k
...Our successful entry‑level financial advisor candidate has a passion for developing long‑term relationships in the financial services industry. We seek an individual who can develop effective, analytics‑based strategies, exhibit great listening and communication skills...- ...Financial Aid Counselor We are searching for an experienced Financial Aid Counselor at our Goldsmith Campus - Westchester campus. Primary... ...federal and state financial aid programs ● Excellent customer service skills ● Ability to compile and analyze data ● Must have excellent...Hourly payAfternoon shift
- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military... ...training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...matter knowledge across domains such as finance, healthcare, real estate, and more. Primary Functions Reports to: Manager, Investment Services. Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements. Meet...
$90k - $100k
...Join Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients achieve their financial goals? CAPTRUST is... ...Planning: Offer ongoing financial planning and investment management services. Conduct Reviews: Regularly review and update financial plans...Temporary workLocal areaFlexible hours- ...Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners... ...History of success in sales, competitive roles, client services, or client-facing roles Desire for continuous learning What we...Work at officeFlexible hours
$45k - $100k
...Overview Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned and focus on our clients. Our purpose is to...TraineeshipLocal areaFlexible hours- ...Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers... ...guidance through Financial Planning services. Identifies and follows up on all opportunities... ...Financial Planning. Chartered Financial Consultant. Certified Retirement Specialist. Two (2...Temporary workLocal areaFlexible hours
- Responsibilities When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-...
$50k
...competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused... ...to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term...Work at officeWork from homeHome officeFlexible hours$80.5k - $159.3k
Job Description As a Cybersecurity Senior Consultant, you will help organizations navigate an evolving threat landscape and a complex regulatory... ...-sharing. Participate in practice development, including service innovation and thought leadership. Basic Qualifications...Local areaWorldwide$63.25k - $121.2k
...Position Title Financial Planner Location Beverly Hills, CA 90212 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business...Work at officeLocal areaDay shift- ...Pinnacle Staffing is hiring a Service & Installation Technician for a well-established company specializing in the installation and service of BBQ grills, outdoor kitchens, fireplaces, gas logs, wood and gas stoves, and other gas-fired appliances. We’re looking for a mechanically...Local area
$70.3k - $115k
...determine the most appropriate products to meet their long-term financial goals. Provide advice and guidance regarding retirement... ...Position Functions Identify and evaluate member needs for investment services, assess the objectives and goals of the member, and develop...Remote work- ...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
$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 and advisory services, trust services, retirement solutions, and business needs analysis...Full timeContract workFor contractorsWork at office$123,000 per week
...effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an...Work at office3 days per week
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