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
$82.6k - $162.8k
...and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of... ...and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation...SuggestedLocal areaVisa sponsorship- ...WealthBridge Financial Group is seeking a results-orientedFinancial Consultantto join our team. In this position, you will engage with... ...retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering...Suggested
WealthBridge Financial Group
New York, NY1 day ago $34.5k - $125k
...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering... ...offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients'...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hoursEquitable Advisors LLC
New York, NY2 days ago$50k - $250k
...Virtual Financial Consultant Location: Nationwide, MI 48098 Job Summary The Virtual Financial Consultant is responsible for delivering personalized financial guidance and investment solutions to mass affluent clients with investable assets typically ranging from $50,0...SuggestedLocal areaRemote workFlagstar Bank
New York, NY23 hours 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....SuggestedFull timePart timeRemote workFlexible hoursValor Family Financial
New York, NY2 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...Full timeTemporary workPart timeRemote workKatie's Financial Services LLC
New York, NY3 days ago$90k - $120k
...professionally and timely with internal and external clients via email, phone and in-person Financial Strategy Leads complex technical work and strategic financial consulting regarding employee benefit plans Communicates technical analysis to clients regarding cost projections...Contract workTemporary workInternshipLocal areaFlexible hoursIMA Financial Group
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...Temporary work
Integrated Resources
New York, NY4 days ago - ...Financial ConsultantIRI believes in commitment, integrity, and strategic workforce solutions. Integrated Resources, Inc., is led by a... ...is directly tied to our clients' success.Job Title: Financial Consultant Location: New York, NY Duration: 5+ months This role is a temporary...Temporary work
Careers Integrated Resources Inc
New York, NY3 days ago $110.7k - $218.3k
...scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement... ...measurable results. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds...Local areaVisa sponsorship$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...Local area$105.4k - $207.8k
...stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during,... ...for this role ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting transaction...Local areaVisa sponsorship- ...primary focus is on high-quality qualification: subtly demonstrating the need for a debt relief program while gathering all necessary financial details to create a comprehensive, well-organized analysis and hand-off summary. This sets up our senior sales representatives for...Full timeRemote workWork from home
Century Consulting Services
New York, NY18 days ago $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$400 per unit
Position Type: Consultant (Part-Time) Hours Per Week: 8-10 hours a month Met Council is America’s largest Jewish charity dedicated to... ...in neighborhoods across New York City. Position Summary The Financial Empowerment Consultant will design and lead monthly interactive...Part timeFor contractors$40 - $60 per hour
Overview Join to apply for the Financial/KYC Consultant role at Michael Page . This temporary role in New York offers a chance to make an impact in a dynamic environment while utilizing your expertise in relationship management and legal knowledge. The pay is based on...Hourly payContract workTemporary workLocal area- ...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, NY1 day ago $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- ...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! Our employees work together with...Full timeWork at officeFlexible hours
ABeam Consulting
New York, NYa month ago - A leading consulting firm is seeking a Workday Certified Financials Consultant with expertise in Strategic Sourcing. This remote position requires 4+ years of experience in Workday implementations, with responsibilities like documenting business requirements and supporting...Remote job
- FTI Consulting seeks a Senior Consultant for Financial Reporting & Accounting within the IA&R Real Estate Solutions practice in New York. You will deliver outsourced accounting for REITs and real estate entities, prepare journals and updates to ledgers, and support financial...Full time
- A leading IT consultancy is seeking a Workday Financials Consultant in New York for a 12-month project. The role requires a strong Workday Financials background and excellent communication skills. Candidates must be able to work on-site in New York and tackle various enhancements...
- ...advanced valuation models including DCF (WACC-based), trading comps, and precedent transaction analysis. Develop integrated 3-statement financial models, operating models, and 13-week cash flow forecasts. Create deal models such as LBO, merger models (base version), and...Remote job
$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day ago Be among the first 25 applicants Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US Get AI-powered advice on this job and more exclusive features...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$128.09k - $192.14k
Collaborative Solutions, LLC is looking for a Workday Financials Senior Principal Consultant to lead financials engagements and resolve client issues effectively. The candidate should have a Bachelor's degree, Workday certification, and at least 5-7 years of experience...- Job Title: Developer Primary Skills: Peoplesoft Financials Location: NYC, NY Rate: , # of Positions: 1 , Duration: 6 months Description... ...Service and Support, Enterprise Software Implementation & Consulting, General-Other: IT-Software Development, IT Project Management...Work experience placement
- 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
$115k - $160k
LE001 Berkeley Research Group, LLC in New York is seeking a financial crime compliance expert to support their Financial Institution Advisory practice. This role involves managing client relationships, leading project timelines, and developing high-quality deliverables....- A leader in Workday consulting is seeking a Workday Senior Certified Financials Consultant to implement the Workday solution with a focus on Financials. The role offers the opportunity to foster professional development of consultants and engage with clients to ensure best...Remote job
- Crowe is seeking a Temporary Senior Consultant for Financial Crime Audit & Testing in New York. The role focuses on AML compliance testing, BSA controls, and internal audit engagements across varied financial institutions including banks and fintechs. The candidate should...Temporary work
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