Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Consultant

$75k - $100k

Valor Family Financial

Are you ready to embark on a rewarding journey as an Entry-Level Financial Consultant with our dynamic company? Join our team of driven individuals and dive into the thriving financial sector from the comfort of your own home. Ranked as the top career choice by the U.S. Department of Labor, this opportunity offers remote work and extensive training as you guide individuals, families, and business owners toward financial solutions that align with their objectives. Emphasizing financial education, we collaborate with leading Fortune 500 companies to deliver tailored financial plans to a diverse clientele. Whether you're looking to acquire new expertise, transition careers, or supplement your income, this role is an ideal fit for you. Why Work for Us? • Ongoing training and professional development opportunities • Continued education support to help you grow • Flexible scheduling to maintain work-life balance • Corporate discounts for licenses and certifications Join us and apply today! We are only accepting applicants who are authorized to work in the United States and have a U.S. phone number. All other applicants will not be considered. Responsibilities: • Conduct financial consultations with clients to assist them in defining their financial objectives and creating personalized financial strategies. • Present a variety of financial services and products, such as retirement planning, wealth building, investments, college savings plans, and insurance options. • Provide clients with education on financial tactics and industry best practices to ensure comprehension of available choices. • Establish and maintain enduring client relationships, regularly checking in to monitor their advancement towards financial targets. • Engage in continuous training programs to enrich financial expertise and capabilities. • Have the opportunity to advance into leadership and managerial positions as your career evolves. Qualifications: • Must be authorized to work in the United States and have a U.S. phone number. • Excellent communication and interpersonal skills are essential, particularly in providing top-notch customer service. • The role requires a strong work ethic, self-motivation, and a genuine eagerness for continuous learning and growth. • Previous experience in the financial sector is not mandatory as we offer comprehensive training to all team members. • The ability to work both independently and collaboratively within a team setting is crucial for success in this position. • A genuine passion for assisting others and adept problem-solving skills are highly valued. • Comfort with flexible work hours, including potential part-time or full-time schedules, is necessary. Compensation: $75,000 - $100,000 yearly

  • Conduct financial consultations with clients to assist them in defining their financial objectives and creating personalized financial strategies. •
  • Present a variety of financial services and products, such as retirement planning, wealth building, investments, college savings plans, and insurance options. •
  • Provide clients with education on financial tactics and industry best practices to ensure comprehension of available choices. •
  • Establish and maintain enduring client relationships, regularly checking in to monitor their advancement towards financial targets. •
  • Engage in continuous training programs to enrich financial expertise and capabilities. •
  • Have the opportunity to advance into leadership and managerial positions as your career evolves.
Compensation: $75,000-$100,000 per year #J-18808-Ljbffr Valor Family Financial

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in New York, NY vacancy
  • $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... 
    Suggested
    Local area
    Visa sponsorship

    Deloitte

    New York, NY
    4 days ago
  •  ...Financial Consultant IRI believes in commitment, integrity, and strategic workforce solutions. Integrated Resources, Inc., is led by a seasoned team with combined decades in the industry. We deliver strategic workforce solutions that help you manage your talent and... 
    Suggested
    Temporary work

    Integrated Resources

    New York, NY
    4 days ago
  • $110.7k - $218.3k

     ...scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement...  ...measurable results. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds... 
    Suggested
    Local area
    Visa sponsorship

    Deloitte

    New York, NY
    4 days ago
  • $105.4k - $207.8k

     ...stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during,...  ...for this role ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting transaction... 
    Suggested
    Local area
    Visa sponsorship

    Deloitte

    New York, NY
    2 days ago
  • $116k - $229.1k

     ...bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-...  ...ends on 9/30/2026Work you'll doAs a Workday Financials Sr Consultant, you will lead project workstreams, identify and document business... 
    Suggested
    Local area

    Deloitte

    New York, NY
    3 days ago
  •  ...primary focus is on high-quality qualification: subtly demonstrating the need for a debt relief program while gathering all necessary financial details to create a comprehensive, well-organized analysis and hand-off summary. This sets up our senior sales representatives for... 
    Full time
    Remote work
    Work from home

    Century Consulting Services

    New York, NY
    15 days ago
  •  ...the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial...  ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing... 

    Charles Schwab

    New York, NY
    6 days ago
  • $400 per unit

     ...affordable housing sites, and JCCs provide services directly in neighborhoods across New York City. Position Summary: The Financial Empowerment Consultant will design and lead monthly interactive educational workshops for older crime victims to promote awareness of... 
    For contractors

    Metropolitan Council on Jewish Poverty

    New York, NY
    4 days ago
  • Financial Consultant - Real Estate Professionals New York, NY| Remote & Hybrid Flexibility | Training Provided Build Additional Income Beyond Real Estate We are expanding throughout New York and seeking motivated real estate professionals who are interested in leveraging... 
    Full time
    Part time
    For contractors
    Remote work
    Flexible hours

    Atlasfinancialsolutions Co

    New York, NY
    4 days ago
  • $85k

    Overview We are looking to expand our team of financial advisors in a fully remote environment. This position is a Financial Advisor (part-time or full-time). Through our in-depth training program, you will learn how to diagnose the needs of an individual or family, have... 
    Full time
    Temporary work
    Part time
    Remote work

    Katie's Financial Services LLC

    New York, NY
    5 days ago
  • $28k - $125k

     ...We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling...  ...FINANCIAL PLANNER (CFP) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable... 
    Full time
    Temporary work
    Local area
    Remote work

    Equitable Advisors

    New York, NY
    4 days ago
  • Job Description Insight Global is seeking a Financial Consultant for a large financial services client. This individual will provide in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives... 
    Immediate start

    Insight Global

    New York, NY
    4 days ago
  • $40 - $60 per hour

    Overview Join to apply for the Financial/KYC Consultant role at Michael Page . This temporary role in New York offers a chance to make an impact in a dynamic environment while utilizing your expertise in relationship management and legal knowledge. The pay is based on... 
    Hourly pay
    Contract work
    Temporary work
    Local area

    Michael Page

    New York, NY
    5 days ago
  • WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team and help clients pursue their financial objectives. You will provide tailored advice across investments, retirement planning, and wealth management using advanced analytics... 

    WealthBridge Financial Group

    New York, NY
    2 days ago
  • $34.5k

     ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering...  ...clear recommendations and guidance  Product and Service Consultation: Discuss financial products and services tailored to clients... 
    Work experience placement
    Local area
    Flexible hours

    Equitable Advisors

    New York, NY
    3 days ago
  • $59.5k - $163.14k

     ...Financial Services Consultant Location: New York, Manhattan As a Financial Services Consultant at New York Life, you’ll provide clients with education, strategies, and products to secure their financial future, while building your own rewarding career. In this client-based... 
    Full time
    Contract work
    Work at office
    Local area
    Immediate start
    Remote work
    Flexible hours

    New York Life

    New York, NY
    3 days ago
  •  ...Financial Services Representative Employment Type: Full-Time, Part Time, Contract Compensation: Performance-based (details provided...  ...or willingness to obtain Experience working with clients in a consultative environment What We Offer Structured training and mentorship... 
    Full time
    Contract work
    Part time
    Flexible hours

    Atlasfinancialsolutions Co

    New York, NY
    3 days ago
  •  ...We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. Role consists of helping a wide range of clientele with full fledged financial planning and consulting. Consultants typically start with... 
    Part time
    Immediate start

    DT Financial

    New York, NY
    4 days ago
  • $110.7k - $218.3k

    Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform... 
    Work at office
    Visa sponsorship

    Deloitte

    New York, NY
    3 days ago
  •  ...Financial Services Consultant – Loan IQ At ABeam Consulting, you will be a part of the next digital revolution. ABeam's success is created from the contributions of each of our valued employees. At ABeam, you are not just a number!  Our employees work together with... 
    Full time
    Work at office
    Flexible hours

    ABeam Consulting

    New York, NY
    a month ago
  •  ...Technologies Inc. ( is a market leader and one of the fastest growing IT consulting firms with operations in US, Canada, Mexico & India. SAT is an...  ...candidate will have functional expertise with both Oracle Financial Services Analytical Applications (OFSAA) and Oracle Financials... 

    SA Technologies

    New York, NY
    4 days ago
  • $100k

     ...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with... 
    Hourly pay
    Full time
    Work at office
    Day shift

    Bank of America

    New York, NY
    2 days ago
  • A leading consulting firm is seeking a Workday Certified Financials Consultant with expertise in Strategic Sourcing. This remote position requires 4+ years of experience in Workday implementations, with responsibilities like documenting business requirements and supporting... 
    Remote job

    Intecrowd

    New York, NY
    4 days ago
  • $115k - $160k

    LE001 Berkeley Research Group, LLC in New York is seeking a financial crime compliance expert to support their Financial Institution Advisory practice. This role involves managing client relationships, leading project timelines, and developing high-quality deliverables.... 

    LE001 Berkeley Research Group, LLC

    New York, NY
    4 days ago
  • $52k - $64k

    Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day ago Be among the first 25 applicants Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US Get AI-powered advice on this job and more exclusive features... 
    Remote job
    16 hours
    Full time
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Work from home
    Work visa
    Flexible hours

    RemoteWorker US

    New York, NY
    3 days ago
  • A leading financial services firm is seeking a Financial Services Consultant in New York. This hybrid role involves educating clients on financial products and building a personal practice with the support of a Fortune 100 company. The consultant will provide customized... 

    New York Life Insurance Company

    New York, NY
    4 days ago
  • Role Overview Make a difference. Be happy. Grow your career. As a member of the Workday ERP Services practice, the Workday Financials Consultant will work closely with clients on training, workflow, process, and system improvements that support their activities. The Consultant... 
    Temporary work
    Work at office
    Local area
    Home office

    Healthtech Inc

    New York, NY
    5 days ago
  • $110k - $140k

    Job title: Workday Financials Senior Consultant Job Summary: Next Generation, Inc, an Equal Opportunity employer, is seeking a Senior professional with Workday certification in Budgets, Customers or Projects , for a remote role with infrequent on-site visits, who is experienced... 
    Full time
    Remote work
    Flexible hours

    Next Generation Inc

    New York, NY
    4 days ago
  • A financial services firm is looking for motivated individuals to build flexible finance careers. The role involves consulting with clients on personalized financial strategies, working remotely with a flexible schedule. Full training and mentorship are provided, requiring... 
    Remote job
    Flexible hours

    Verisum

    New York, NY
    4 days ago
  • A leading financial services firm in the United States is seeking an experienced financial modeler to build advanced valuation models and perform detailed transaction analyses. The ideal candidate will have progressive experience in investment banking or private equity,... 
    Remote job

    Crossing Hurdles

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!