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
- ...advancement. Careers Site: POSITION SUMMARY The Financial Aid Advisor administers financial aid programs to prospective... ...IV. Demonstrated skills in modeling a strong customer service orientation. Demonstrated skills in establishing and maintaining...SuggestedTemporary workWork at officeFlexible hours
$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...SuggestedFull timeContract workFor contractorsWork at office- ...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...SuggestedFull timePart timeRemote workFlexible hours
$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...SuggestedPart timeLocal area$21 - $28 per hour
...Contract to Hire Job # 25299 Financial Counselor Acclivity Healthcare - Your personable, proven partner! Since 1999, Acclivity... ...the financial assistance application process. Provide a customer service friendly approach that is coordinated with the patient care team...SuggestedHourly payFull timeContract workLocal areaImmediate startMonday to Friday$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- ...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....
$25.7 per hour
...and primary stroke center, orthopedic care, advanced cardiac services, critical care services, inpatient and outpatient rehab programs... ...Group. For more information, visit Responsibilities Financial Counselor determines patient liability based on benefits and advises...Daily paidFull timePart timeWork experience placementLocal areaShift work- ...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...Local area
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...For contractorsWork at officeRemote work$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- ...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
$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- ...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
$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...Temporary work- ...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
$60k - $80k
...Job Title Investment Services Representative Job Description Reports to: Manager, Investment Services. Functions Supervised... ...: Meet with existing and prospective clients to promote financial planning and investment services. Conduct educational...Temporary workLocal area$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- ...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...Work at office
- ...About the Opportunity Our client is a nationally recognized, full-service wealth management firm with a large branch network and an... ...base. Position Summary The firm is seeking an experienced Financial Advisor to join a established branch and transition an existing...Full time
- ...YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions... ...Connectors Financial Management, insurance and financial services Former athletes Military background **NOTE: We are only...Full timeWork experience placementWork at office
$80 - $95 per hour
...Job Title: Finance Process Optimization & Automation Consultant Pay Rate: $80-95/hour Location: Union Square, Manhattan- Hybrid, 3 days... ...Functional Partnership: Work closely with Accounting, Finance, Financial Systems, IT, and other stakeholders to ensure process and...Temporary workFor contractorsWork at officeLocal area3 days per week- ...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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$89.25k - $105k
...Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management,... ...is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$150k - $200k
...Wealth Advisor/Financial Planner Location: Pasadena, CA Employment Type: Full-Time... ...proactive communication and personalized service. Financial Planning Develop and implement... ...Planning Specialist ✅ Investment Consultant What We're Looking For The...Full timeLocal area- ...Description Overview We are currently seeking a Senior Financial Consultant. This Senior Financial Consultant will meet personally with... ...and estate planning, evaluating risk tolerance. Markets services by asking for referrals from current clients, meeting prospects...Temporary work
$150k
...into something more meaningful? At Beer Financial Group (BFG), we’re driven by a vision of... ...you confidently transition into financial services. You’ll be surrounded by a team that’... ...new advisors. About the Financial Consultant/Representative Role: As a Financial...Full timeWork at officeLocal areaRemote workFlexible hours$120.5k
...Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for... ...and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk...Start working todayWork at officeImmediate start3 days per week
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