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
- ...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
$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$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$90k - $110k
...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...SuggestedFull timeTemporary workWork at officeFlexible hours- ...A technology company in the financial sector is seeking a Wealth Manager to enhance AI models. This role allows for remote work with flexible schedules and project choices. Candidates should have advanced degrees in finance or related fields, and experience in financial...Hourly payRemote workFlexible hours
- ...Clackamas, Oregon seeks a Personal Banker who engages clients in meaningful conversations to uncover needs and provide guidance for financial wellness. You’ll attract new clients and deepen relationships with existing ones, delivering solutions with confidence and a...
$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- ...Bank in La Pine, OR is seeking a Peak Time Client Relationship Consultant (Banker) for a part-time role (less than 20 hours per week) at... ...and follow up, ask questions, and learn about customers' financial needs and banking channel preferences. This position requires...Part time
$20.67 - $31.25 per hour
...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) Comfortable...Hourly payWork experience placementFlexible hoursDay shift- 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....Work at officeImmediate startMonday to FridayShift workDay shift
$50 - $60 per hour
A technology firm specializing in AI is seeking a Financial Advisor to enhance AI training. This flexible role allows you to work remotely and set your own schedule. Responsibilities include reviewing AI outputs on finance, ensuring accuracy, and providing valuable feedback...Remote jobHourly payFlexible hours$110k - $120k
At LUX Infusion, we’re reimagining infusion care to be more human, supportive, and connected. Inspired by lux—meaning light - we guide patients, providers, and partners through complex therapies with clarity, compassion, and confidence. As a clinician-led, U.S.-based organization...$51.8k - $95.9k
...Wealth Sales & Service Position Provides financial and investment planning and advice in collaboration with other team members to... ...partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....Part time- ...provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their...Work experience placement
$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 hours- ...Join our Lake Ridge Bank Financial Advisory team and play a key role in helping clients achieve their financial goals through personalized guidance and trusted relationships. In this role, you'll serve existing clients, expand your network through business development,...Full timeWork at officeMonday to FridayFlexible hours
- ...Overview Patient Financial Counselor- on site Full time Monday - Friday Fully benefited Why Join: Competitive compensation with industry leading annual performance-based bonus opportunity Comprehensive benefits including medical, dental, and vision...Full timeLocal areaMonday to Friday
- ...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
$70k - $90k
...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 timeFlexible hours- ...The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater... ...a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios....Full time
$40 per hour
A technology company is seeking experienced cybersecurity professionals to evaluate AI-generated security content and solve cybersecurity problems. In this remote position, you will provide feedback to enhance AI models and ensure their output is valid. Candidates should...Remote jobHourly payFlexible hours- Oregon Metro in the greater Portland region seeks an Information Security Compliance Analyst to support the CISO’s governance, risk, and compliance program, aligning with federal, state, and local privacy and data protection requirements. The role focuses on control validation...Local area
- ...Opportunity As a Senior Commercial Credit Analyst, you’ll evaluate the risk of extending credit by reviewing borrower and guarantor financial information and turning your analysis into clear recommendations for lending decisions. You’ll take ownership of the bank’s most...Temporary 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
- Overview Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based... ...decisions to secure their financial future. This is a client consulting position rather than new business development, although those...Local area
- ...tasks, and contribute to client communications while handling multiple projects and extended hours as needed. The role emphasizes strong financial modeling, rigorous analysis, and the ability to work collaboratively in a fast-paced team environment to #J-18808-Ljbffr...
- ...entrepreneurial business. Key Responsibilities Own and maintain financial model for investment opportunities and project financings.... ...capital markets. Manage the due diligence process and third‑party consultant reports preparation during financings. Assist with development...Work experience placementWork at officeImmediate startFlexible hours
$60k
Are you passionate about helping clients make confident financial decisions and achieve long-term goals? Our client, a well-respected and growing wealth management practice in Madison, WI is seeking a Licensed Associate Financial Advisor to join their collaborative team...- ...Associate to join our team. The role involves sourcing and structuring potential investments in energy storage assets, requiring strong financial modeling skills and a minimum of 4 years of relevant experience. Key responsibilities include maintaining financial models,...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- associate corporate finance Oregon, WI
- financial planning assistant Oregon, WI
- financial advisor associate Oregon, WI
- wealth advisor Oregon, WI
- financial planning administrator Oregon, WI
- financial advisor Oregon, WI
- financial counselor Oregon, WI
- finance associate Oregon, WI
- estate planning consultant Oregon, WI
- financial planning associate Oregon, WI

