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
$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- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors... ...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
Glendale, CA7 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, CA3 days ago $57.5k - $106.5k
...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 areaBmo
Gardena, CA1 day ago$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...SuggestedHourly payFull timeTemporary workWork at officeFlexible hoursShift workSuccess Education Colleges
Glendale, CA5 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, CA1 day 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, CA4 days ago$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...Temporary workLocal areaGlobal Credit Union
Glendale, CA2 days ago$45k - $100k
...anticipated to remain open for 30 days, from 19-Aug-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 hoursEdward Jones
Pasadena, CA19 hours ago$48k - $100k
...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in... ...other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a...Shift workDay shiftBank of America
Los Angeles, CA4 days ago- ...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
Modern Woodmen
Los Angeles, CA4 days ago $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 hoursCAPTRUST
Los Angeles, CA2 days ago$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 officeNorthwestern Mutual
Los Angeles, CA2 days ago$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 officeUniversity of California
Los Angeles, CA2 days ago- ...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...
West Coast University
Los Angeles, CA3 days ago $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$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 weekBeer Financial Group, Inc.
Los Angeles, CA5 days 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, 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, CA5 days ago- ...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
Kaiser Permanente
Downey, CA4 days ago - ...practice in Los Angeles seeks a senior professional to deliver financial modeling, 13-week cash flow planning, and 3-statement analyses... ..., contribute to pitches, and help develop an entrepreneurial consulting practice, traveling as needed. CFA/CPA is a plus; strong Excel...
Berkeley Research Group
Los Angeles, CA1 day 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, CA4 days ago$128k - $177k
Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization...Full timeLocal areaRemote work$52.73k
...passion for helping people achieve their financial goals, we are looking for you! Come be part of a thriving team! The Financial Consultant is responsible for achieving stated... ...offered through LFCU Brokerage & Insurance Services and processes operational paperwork in a...Contract workWork experience placementWork at officeLogix Federal Credit Union
Burbank, CA5 days ago$36.2k
...A leading financial services firm is seeking an entry-level Financial Planner in Los Angeles, CA. You will build relationships with clients, develop personalized financial strategies, and have access to comprehensive training and support for licensing. This role offers...Equitable Advisors LLC
Los Angeles, CA3 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, CA2 days ago $51.45k - $84k
## Associate Financial PlannerApplylocations: Los Angeles, CAtime type: Full timeposted on: Posted Yesterdayjob requisition id: R-1026... ...proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and...Full timeTemporary workWork at officeFlexible hoursWealth Enhancement Group
Los Angeles, CA3 days ago- A financial services staffing company is seeking entry-level Financial Professionals to work remotely or hybrid in Glendale, Arizona. Candidates will help clients achieve financial independence through personalized plans. This is a commission-based 1099 independent contractor...For contractorsRemote work
GFI Pros
Glendale, CA3 days ago $5,083 - $5,429 per month
...is vital in advancing student success and providing exemplary service to all stakeholders. We foster an environment of success, both... ...general direction of the Associate Director, Extended Learning Financial Aid Services, the Financial Aid Counselor will serve as a member...Full timePart timeInterim roleH1bWork at officeRemote workWork visaMonday to FridayAfternoon shiftCalifornia State University
Los Angeles, CA1 day ago$77k - $202k
...At 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 offer guidance and support to help clients optimise their financial...H1bPwC
Los Angeles, CA1 day ago
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