Financial Consultant
WealthBridge Financial Group
WealthBridge Financial Group is seeking a results-orientedFinancial Consultantto join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Bachelor’s degree in finance, accounting, or a related field. Experience in financial consulting or a similar role is preferred. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills to effectively connect with clients. Deomonstrated ability to build and maintain client relationships. Licenses or certifications in financial planning are a plus. Top-tier health coverage including medical, dental, and vision plans for you and your dependents 401(k) retirement plan with company match to help you build long-term security Life and disability insurance for added peace of mind Employee wellness programs and mental health resources Career growth opportunities and ongoing training support #J-18808-Ljbffr WealthBridge Financial Group
$62.4k - $64.35k
...Date: Jul 16, 2026 Location: New York, NY, US, 10004 Company: Popular Workplace Type: On-site Financial Consultant Popular Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join...SuggestedFull timeTemporary workPart timeSeasonal workImmediate startFlexible hours- ...Soteria Reinsurance Ltd. in Greenville, DE is looking for a Financial Consultant to work with clients and offer personalized financial planning. You will provide comprehensive investment solutions and retirement plans while engaging in meaningful interactions with clients...Suggested
$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...SuggestedLocal area$115k - $145k
Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change.... ...experience• Minimum 1-2 years of relevant experience in consulting, financial aid, higher education, and/or accounting • Previous experience...SuggestedFull timeWork experience placementLocal area$59.1k - $196k
...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday Adaptive Insights Consultant, your primary responsibilities may include: Identification of...SuggestedFull timeWork experience placementLive inWork at officeLocal area$106.4k - $149.5k
Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change... ...expertise in regulations and processes; understanding of higher ed financials requirements across various types of institutions•...Full timeWork experience placementLocal area- 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 timePart timeFor contractorsRemote workFlexible hours
- Job Description We are seeking a highly motivated and detail-oriented Financial Consultant to join our team. The successful candidate will play a crucial role in supporting our wealth management operations, including trading, research projects, and investment planning....
$75k - $100k
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...Full timePart timeRemote workFlexible hours$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 timeTemporary workLocal areaRemote work- ...skills and cultures. At IRI, we know that our success is directly tied to our clients’ success. Job Description Job Title: Financial Consultant Location: New York ,NY Duration: 5+ MONTHS This role is a temporary consultant position in the Finance department for ActiveHealth...Temporary work
$116.2k - $229.1k
Position Summary Encore Financial Reporting Controllership - Senior Consultant - Strategy, Growth, and TransformationHelp finance organizations modernize core processes, improve transparency, and drive better business decisions. As part of Deloitte’s Finance Transformation...Local areaVisa sponsorship- Market Data Services (MDS) Financial Analyst - Senior ConsultantLocation: New York City, USA | Practice Area: Capital Markets | Type:... ...transparency across a global market data environment.The RoleAs a Senior Consultant within our Capital Markets practice, you will play a key role...Flexible hours
- ...your book of business You earn renewals year after year Your effort directly builds your future That industry is life insurance & financial services. The same skills that make you successful now transfer directly: Relationship-driven selling Communicating value and simplifying...
$4,000 per month
...Location: Newton. Compensation: Up to $4000 + Allowance + PB + Commission. Responsibilities Connect and understand potential client financial need in both wealth protection and wealth accumulation. Advise and provide financial solution to address client current / future...Permanent employmentWork at office$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 timeContract workWork at officeLocal areaImmediate startRemote workFlexible hours- ...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 timeContract workPart timeFlexible hours
- ...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 timeImmediate start
$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 officeVisa sponsorship$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 placementLocal areaFlexible hours- ...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...
- About the job Financial Consultant (Remote) Stay Active and Make a Difference with a Flexible, Remote Financial Consulting Role About Us: We are a mission-driven financial services company dedicated to helping individuals and families build and protect their wealth. Licensed...Remote jobExtra incomePart timeImmediate startWork from homeFlexible hours
- ...description. Below is a refined version that enhances clarity and organization, using appropriate HTML tags: Job Title: Workday Financials Consultant Location: Complete Remote Duration: 5+ Months Role Overview: The contractor will support the finance team by building and...For contractorsRemote work
$77k - $202k
...ApplicableSpecialismFinanceManagement LevelSenior AssociateJob Description & SummaryAt 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...Full timeH1b- Time-tested company on solid financial footing seeks a talented Actuary who will measure client's healthcare plans financial status, provide renewal projections, analyze cost sharing, and appropriately set IBNR levels. The ideal candidate would be an ASA or FSA with 8+...Remote work
- ...specialize in helping clients overwhelmed with unsecured debt achieve financial stability. Our team of dedicated professionals is committed to... ...earning potential in an industry that is rapidly growing. Our consultants have the ability to make a base salary and uncapped...
- ...Popular is seeking a Financial Consultant with strong investment sales experience to join our NYC-based Popular Investment team. This commission-based role rewards proactive client engagement and skilled investment guidance. You will evaluate clients’ needs, identify...
- RBC is hiring an Associate in Non-Traditional ABS Origination to support bankers in business development and transaction execution. You will play a key role in drafting presentations, coordinating transactions, and managing market data while collaborating with various ...
- ...About the job Remote Entry Level Financial Associate Are you looking for a career that allows you to make a difference in peoples lives while achieving your own personal and professional goals? Are you interested in working from home and creating your own schedule...Full timePart timeRemote workWork from home
$65k - $85k
...We are seeking a financial professional to assist clients in designing and implementing strategies to achieve their goals. The ideal... ...life changes and changing financial needs Conduct financial consultations with clients to assist them in defining their financial objectives...
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