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
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hours$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....SuggestedFull timeWork at officeLocal areaRemote workFlexible hours3 days per week- ...program located in Glendale, AZ is looking for a highly motivated Financial Counselor . The ideal candidate must be able to work... ...translating the information to the client Excellent customer service skills Strong communication skills – verbal and in writing...SuggestedFull timeWork at officeFlexible hoursShift work
- ...Emergency Department Financial CounselorWe are seeking an experienced Emergency Department Financial Counselor to assist patients with... ...train Registration staff as needed.Provide excellent customer service to patients, families, physicians, and staff.Qualifications:2–3...SuggestedFlexible hours
$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$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 hours- ...Global Advisers is seeking a Financial Advisor in Los Angeles, CA to advise individuals, families, executives, and business owners across... ..., and maintain high standards of accuracy, client service, and professional conduct. Responsibilities Develop and...
- ...Financial Advisor This role can be hybrid remote depending on proximity to an office location. Company: Eagle Strategies... ...fees generated through managed accounts and financial planning services. 1, 2 Benefits We offer a suite of benefits to those...Full timeContract workFor contractorsWork at officeRemote work
$90k - $160k
...protected veteran status. Position Title: Consultant - Corporate Finance - Turnaround &... ...in providing strategic, operational, and financial advice to private equity firms,... ...to retail, consumer products, financial services, healthcare, energy and technology. Across...Full timeWork experience placementLocal area$69.8k - $132k
...are the leading provider of professional services to the middle market globally, our... ...resort, hotel and hospitality accounting and financial operations business issues? Are you looking... ...? If so, RSM's Accounting and Finance Consulting (AFC) practice’s National Gaming and...Full timeWork experience placementInternshipLocal areaFlexible hours$90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We Looking For?Are you passionate about helping... ...Planning: Offer ongoing financial planning and investment management services.Conduct Reviews: Regularly review and update financial plans...Temporary workLocal areaFlexible hours$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern...Full timeContract workFor contractorsWork at office$18 - $32 per hour
...Join us to start Caring. Connecting. Growing together. As a Financial Counselor , we are often the first point of contact for our... ...enables us to provide high quality, compassionate health care service to all who need them, regardless of their ability to pay. Location...Hourly payDaily paidMinimum wageFull timeTemporary workPart timeWork experience placementWork at officeLocal areaRelocation packageMonday to Friday- ...Financial Aid AdvisorHot JobMFSON GCC - Glendale, CA 91203OverviewSalary Range $22.00 - $28.00 Hourly Position Type Full-Time Job Shift... ...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
- ...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...
$180k - $200k
...established wealth advisory firm is seeking a Financial Advisor to build lasting client... ...ongoing planning conversations and proactive service. What You Bring 7+ years of... ...attracting clients and growing revenue through consultative advice. A bachelor’s degree in...Full timeWork at officeLocal area$21 - $28 per hour
...Job # 25299 Financial Counselor Acclivity Healthcare - Your personable, proven partner! Since 1999, Acclivity Healthcare has served... ...the financial assistance application process. Provide a customer service friendly approach that is coordinated with the patient care...Hourly payFull timeLocal areaImmediate startMonday to Friday- ...determine the most appropriate products to meet their long term financial goals. Provide advice and guidance regarding retirement... ...the 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
$100k
...Capital Group.” As a Private Wealth Advisor on our Private Client Services team, you will work directly with clients to cultivate and... ...is ideally suited to navigate ongoing changes in the financial services industry and to address competitive forces. We recently...Full timeTemporary workLocal areaFlexible hours- ...Job TitleInvestment Services RepresentativeJob DescriptionReports to: Manager, Investment Services.Functions Supervised: NonePrimary... ...Responsibilities:Meet with existing and prospective clients to promote financial planning and investment services.Conduct educational seminars...Local area
$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...Hourly payFull timeWork experience placementWork at officeLocal area- ...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....Full time
- ...Job Summary Under direct 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,...Local area
$85.1k - $161.7k
...We are the leading provider of professional services to the middle market globally, our purpose is to instill... ...engagements within the Technical Accounting Consulting practice to provide technical accounting and financial or business advisory guidance to clients Demonstrate...Full timeWork experience placementInternshipLocal area- The Senior Wealth Advisor is a senior relationship leader responsible for managing a significant book of high-net-worth and complex client relationships, delivering sophisticated wealth management advice, developing other advisors, and contributing meaningfully to the ...
- ...discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to...Full timeWork at office
- ...discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to...Work at office
$25 - $30 per hour
The Office of Financial Aid is seeking a Financial Aid Counselor I to join our team! The Financial Aid Counselor I performs need assessments for students requesting financial aid. Provides counseling and assistance in matters pertaining to financial aid packaging. Conducts...Hourly payWork experience placementWork at officeLocal areaShift work- Bankers Life\u00ae Financial Advisors help clients live more and worry less through personalized financial planning. They are business... ...independently History of success in sales, competitive roles, client services, or client-facing roles Desire for continuous learning What we...Work at officeFlexible hours
$190k - $220k
Job Title Exec Financial Mgmt Associate Functional Title Executive Financial Management Associate Contract position State Location Los... ...-time Job Description Duties: Provide financial management services for the client: Analyze, develop, advise and present recommendations...Full timeContract workFor contractorsWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Consultant. Be the first to apply!
- financial advisor associate Los Angeles, CA
- financial planning associate Los Angeles, CA
- financial consultant Los Angeles, CA
- finance associate Los Angeles, CA
- senior financial advisor Los Angeles, CA
- associate leveraged finance Los Angeles, CA
- project finance associate Los Angeles, CA
- financial planner cfp Los Angeles, CA
- financial planning administrator Los Angeles, CA
- associate corporate finance Los Angeles, CA





