FINANCIAL CONSULTANT
Integrated Resources
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 business more efficiently and effectively. Since launching in 1996, IRI has attracted, assembled and retained key employees who are experts in their fields. This has helped us expand into new sectors and steadily grow. We’ve stayed true to our focus of finding qualified and experienced professionals in our specialty areas. Our partner-employers know that they can rely on us to find the right match between their needs and the abilities of our top-tier candidates. By continually exceeding their expectations, we have built successful ongoing partnerships that help us stay true to our commitments of performance and integrity. Our team works hard to deliver a tailored approach for each and every client, critical in matching the right employers with the right candidates. We forge partnerships that are meant for the long term and align 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 Management, a subsidiary of Healthcare, Inc. The analyst will be responsible for producing financial models (in Excel) to help calculate customer pricing and profitability. A successful candidate would be a critical thinker that is able to identify trends or patterns within complex spreadsheet models. The analyst will help with: • Developing Customer and Product Profitability Statements, including detailed variance analysis. • Work with the Sales and Account Management teams to develop client specific pricing. • Build new client-specific financial models as necessary. • Maintain financial records and reporting for a $77M investment fund. • Help build business case financial models for the Strategic Planning process. Additional Information Regards, MonilPatel Technical Recruiter Integrated Resources, Inc View phone number on click.appcast.io monil @irionline.com #J-18808-Ljbffr
- ...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...SuggestedWork experience placementWork at officeLocal areaFlexible hours
- ...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...SuggestedFull timePart timeFor contractorsRemote workFlexible hours
$72k - $96k
...Long Island (Smithtown, Ronkonkoma, East Setauket) Salary Range: $72,000 – $96,000 The Financial Consultant is tasked with the sale of non-deposit investment products within a banking environment for ABS Associates of New York, Inc., the wealth management division of...Suggested$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...SuggestedFull timeTemporary workPart timeRemote work$90k - $120k
...with internal and external clients via email, phone and in-personFinancial StrategyLeads complex technical work and strategic financial consulting regarding employee benefit plansCommunicates technical analysis to clients regarding cost projections, savings opportunities...SuggestedContract workInternshipLocal area$100k - $130k
...employer‑paid life insurance and disabilitycoverage. Voluntary Supplemental Programs – We offer additional options to secure your financial future including supplemental life, hospitalization, critical illness, and other insurance programs. Support for your Growing Family...Full timeTemporary workLocal areaRemote workWorldwide$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....Full timePart timeRemote workFlexible hours- ...maintain long-term relationships with clients. Understand clients' financial goals and recommend suitable financial solutions. Educate... ...business owners, entrepreneurs, retired executives, senior managers, consultants, or experienced sales professionals are preferred. Resident of...Remote 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$225k
Job Description Job Description Position Summary The Financial Consultant is the closer on our sales team. Our SDRs handle warm inbound leads and do all of the qualifying: discovery calls, uncovering the reasons behind the debt, verifying income, and building a comprehensive...Work at officeWork from homeMonday to Thursday- ...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
- ...Job Description Job Description Financial Sales with NM110: Becoming a Financial Sales Consultant with NM110 is an opportunity to help your clients achieve their financial goals. You will build personalized, holistic financial plans tailored to every client’s unique...Flexible hours
$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- ...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
$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- ...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...
$70 - $80 per hour
...Hedge Fund Audit Consultant We are currently seeking candidates for a Hedge Fund Audit/Financial Reporting Consultant. The position is with a global asset management company located in New York, NY 10104. The ideal candidate will have 3+ years’ hedge fund/mutual...Hourly payTemporary workWork experience placementImmediate start$70.35k - $196k
As a Workday Financials Integrations Developer Consultant, your primary responsibilities may include: Lead the design of integrations from point to point systems as well as holistic interchange services rendering effective data quality and dependable exchanges of digital...Work experience placementLive inWork at officeLocal area- We are:Finance Reinvention and we help the world's leading Financial Services organizations reinvent finance with AI at the core. We provide... ..., FP&A, financial analysis, or EPM implementation — in a consulting, professional services, or corporate finance...Live inWork at officeLocal area
$130k - $205k
...from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity.With deep... ...Strategy and Execution sub service line, the Deal Management - Financial Services practice works on the most complex and high-profile global...Work experience placementSummer holidayWork at officeImmediate startFlexible hours$120k - $145k
Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change... ...internal project teamsPreferred Skills & Experience:Workday Financials CertificationExpertise with implementation of Workday Procurement...Full time- ...technical teams. You bring the core capabilities of a Workday Financials / FDM Lead, with a particular focus on R2R, and can confidently... ...transformation objectives.As a Workday Record to Report Consultant your primary responsibilities may include: Lead/Support the design...Contract workWork experience placementLive inWork at officeLocal area
$165k - $200k
...Job Description Join One of New York's Premier Fee-Only Fiduciary Wealth Management Firms Are you an experienced financial advisor who believes advice should come before sales? Do you want to work with high-net-worth families, deliver sophisticated planning,...Work at officeRemote workFlexible hours- ...Job Description Job Description 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...Full timeWork at officeFlexible hours
$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- ...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track... ...a better way to work. As a Workday Workday Financials P2P/WSS Consultant, your primary responsibilities may include: Identification of...Work experience placementLive inWork at officeLocal area
- 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...
$100k - $150k
...━━━━━━━━━━━━━━━ ▼▼ Position 1: PM / PMO / Business Analyst (Financial Services)▼▼ • Location: New York Area (Hybrid / On-site) ━━━... ...━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼▼ Position 2: PM / ERP Consultant (SAP S/4HANA) / MES Consultant / Network Engineer ▼▼ • Location...Full timeRemote workOverseasVisa sponsorshipWork visa- FINANCIAL LITERACY CONSULTANT We Want To Change The World. We Believe It Starts With Education. In India, 100 million children from low-income communities grow up without access to the 21st-century skills they need to thrive — from emotional intelligence and digital literacy...Hourly payPart timeApprenticeshipRemote work
- ...approach to client guidance. A desire to grow into leadership roles through consistency and dedication. AO Central AO Central is a financial services organization that helps families understand and select benefit options. The company emphasizes remote work, structured...Remote jobWork at office
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