Financial Consultant
Davis Family Financial
Here at Davis Family Financial services, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions. There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. THIS POSITION IS 100% PERFORMANCED BASED. Promotions are STRICTLY based on your performance. There is no quota system, you have complete control on how and when you want to work. Qualifications Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Soft background check required Able to complete licensing requirements within 14 days #J-18808-Ljbffr Davis Family Financial
- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and...Suggested
$80k
...locally‑owned, independent community bank that strengthens the places we call home, one relationship at a time. ABOUT THE ROLE The Financial Advisor is a key member of the Trust and Wealth Management team, responsible for delivering comprehensive financial planning,...SuggestedTemporary workLocal areaFlexible hours- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...SuggestedLocal area
$90k - $110k
Financial Advisor - Clackamas Office We are seeking a Financial Advisor to join our advisory team and take over an established client portfolio as the current advisor plans to retire within the next 4‑5 years. Salary & Compensation Base salary range: $90,000-$110,000, exclusive...SuggestedFull timeTemporary workWork at officeFlexible hours- ...Job Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses (Securities Industry... ...in your success. Grow business knowledge by using a defined consultative approach to identify client needs and appropriate solutions....SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...branch customers and prospective customers Provide advice-based financial solutions for an assigned book of business Solicit new and... ...investments and insurance solutions from retail clients Use a consultative, holistic sales process and assessment tools where...Work at office
$85k - $105k
Juniper Square, a leader in private market solutions, is looking for a Senior Fund Accountant to join their dynamic team. This role will involve delivering fund accounting services and enhancing the client experience for Real Estate, Private Equity, and Venture Capital...Remote work$25 - $38.46 per hour
...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial... ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)*...Hourly payWork experience placementFlexible hoursDay shift- Job Description At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Regional travel may be required. Description As a First Commonwealth Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the importance of the customer experience, and the role each employee...Live outWork at office
- What's Important to You Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees. The health and happiness of the places we call home matter to us. Learn a little...Part timeMonday to FridayNight shift
- ...energetic, world-class service and sales culture that continually strives to improve the way we serve our members. Perform accurate financial transactions for members. Offer credit union products and services that fit individual member needs. Provide administrative...Hourly payContract workPart timeWork at officeMonday to FridayShift workWeekend work
- ...Functional Consultant – Finance Relevant Experience (Yrs) - 8 - 10 years' experience in consulting on ERP. 6+ years in consulting Microsoft Dynamics Ax – General ledger & Finance Technical/Functional Skills - Necessary Skills (Must Have): Knowledge of Microsoft...
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office$20.54 - $27.78 per hour
...following Midwest Region Campuses: Midwest - Wisconsin: Kenosha, Brookfield, Milwaukee, Madison Minneapolis, MN Akron, OH The Financial Aid Advisor supports Herzing University's mission through administration of financial aid funding for the University's students. This...Hourly payWork at officeMonday to FridayAfternoon shift$90k - $150k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...Full timeWork at officeFlexible hours$51.8k - $95.9k
Responsibilities 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 experience....Part timeLocal area$61k - $119k
Becoming a Financial Advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. Our award-winning training program equips you with the education, skill-building, and development...Work at office$90k - $150k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...Full timeTemporary workWork at officeFlexible hours- ...ideally from a strong RIA background — or a clear desire to work at a fee‑only firm A definite focus on tax management woven into financial planning Knowledge of executive stock option planning, including RSUs and options Experience in the Schwab ecosystem (a...Work at officeRemote workRelocation package
- MassMutual Oregon is the fastest‑growing financial services firm in the state, built on a vision of igniting purpose, enriching lives, and creating prosperity. We are committed to fostering meaningful client relationships and delivering innovative financial solutions tailored...Contract workFor contractorsWork at office
$41.5k - $65.5k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...Contract workPart timeLocal areaImmediate startDay shift$17 - $29.75 per hour
...relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible... ...and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship...Full timeImmediate start$17 - $29.75 per hour
...strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client... ..., referrals, and digital adoption. Consistently execute a consultative sales approach, focusing on advice and long-term relationship...Full time$17 - $28.96 per hour
...transactions and addressing customer needs. Identify opportunities to recommend products and services that support customers' financial wellness. Open new accounts and build lasting relationships through personalized service. Partner with specialists across insurance...Hourly payImmediate start$104.2k - $156.3k
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand... ...building of process to support strategic business initiatives.Consultant:Provides advice as regards to strategy, management and operations...Full timeFlexible hours- Security Identity and Access Management AnalystUnder the general supervision of the client Chief Information Security Officer (CISO), the Identity and Access Management Analyst is responsible for account life cycle management and auditing as appropriate. The Identity and...
$90k - $115k
U.S. citizenship is required for this position due to Department of Defense restrictions. Our Senior Security Policy Analyst is responsible for developing, implementing, and maintaining security policies, standards, and procedures while leveraging ServiceNow to streamline...Contract workFor contractorsWork at officeLocal areaImmediate startRemote work3 days per week$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$82k - $92k
...policy changes to improve security and reduce risk Assists with investigations for major and high-risk security breaches Provides consultation on the implementation of cyberdefense services and tools Conducts research into ways to reduce risk for emerging technologies...Immediate start
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