FINANCIAL CONSULTANT
Atlasfinancialsolutions Co
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 their relationship building skills to create additional income and long term career growth within financial services. Whether you are a licensed Realtor®, broker, team leader, or real estate professional looking to diversify your income, this opportunity offers flexibility, professional development, and unlimited growth potential. About the Role As a Financial Consultant, you will work with individuals, families, and business owners to help them develop strategies focused on: Income Protection Retirement Planning Wealth Building Debt Reduction Legacy and Estate Planning You will meet with clients virtually and, when preferred, in person to educate them on financial solutions that align with their goals. Why Real Estate Professionals Thrive Here Flexible remote and hybrid work options Additional income stream beyond real estate commissions Performance-based compensation with uncapped earning potential Leadership and business ownership opportunities Comprehensive training and mentorship Ability to leverage your existing networking and relationship skills Professional growth within a rapidly expanding industry Responsibilities Meet with clients to assess financial needs and goals Educate clients on financial protection and planning strategies Develop customized financial solutions Build and maintain professional relationships Participate in training and leadership development programs Maintain compliance and professional standards Compensation 1099 Independent Contractor Commission-based compensation Performance bonuses and incentives available Part-time and full-time opportunities available Qualifications Real estate experience preferred but not required Strong communication and interpersonal skills Professional and self-motivated Coachable and growth-oriented Must be authorized to work in the United States Must be willing to obtain a Life & Health Insurance License within 14 days No prior financial services experience required. Training and mentorship provided. #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
Equitable Advisors
New York, NY9 days ago $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...SuggestedThe Financial Analyst
New York, NY4 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...SuggestedFull timeTemporary workPart timeRemote workKatie's Financial Services LLC
New York, NY2 days ago- ...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...SuggestedTemporary work
Integrated Resources
New York, NY2 days ago $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...SuggestedFull timeTemporary workLocal areaRemote workWorldwideOwens & Minor
New York, NY4 days ago$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 hoursValor Family Financial
New York, NY5 days ago$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...Contract workInternshipLocal areaIMA Financial Group
New York, NY5 days ago- ...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
$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$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- ...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
Northwestern Mutual
New York, NY22 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 timeContract workWork at officeLocal areaImmediate startRemote workFlexible hoursNew York Life
New York, NY4 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 timeContract workPart timeFlexible hours
Atlasfinancialsolutions Co
New York, NY4 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 timeImmediate start
DT Financial
New York, NY5 days ago $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 officeSuccess Human Resource Centre
New York, NY2 days ago$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 startDaley And Associates, LLC
New York, NY4 days ago- ...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...Extra incomePart timeRemote workWork from homeFlexible hours
Melius Consulting
New York, NY2 days ago $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 hoursEY (Ernst & Young)
New York, NY2 days ago- 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
Accenture
New York, NY1 day ago $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 areaAccenture
New York, NY1 day ago- ...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
Accenture
New York, NY1 day ago $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 timeHuron Consulting Group
New York, NY2 days ago$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 hoursAltfest Personal Wealth Management
New York, NYa month ago- ...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
ABeam Consulting
New York, NY15 days ago - ...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
Accenture
New York, NY1 day ago $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 sponsorshipDeloitte
New York, NY4 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...
- ...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
$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 visaNikkei IT Partners（Japan＆USA）
New York, NY4 days ago- ...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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to FINANCIAL CONSULTANT. Be the first to apply!
- financial advisor associate New York, NY
- financial planning associate New York, NY
- financial advisor internship New York, NY
- wealth advisor associate New York, NY
- financial consultant New York, NY
- finance associate New York, NY
- senior financial advisor New York, NY
- associate leveraged finance New York, NY
- project finance associate New York, NY
- finance operations associate New York, NY