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- ...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
- ...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
$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...SuggestedLocal areaVisa sponsorship$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...SuggestedFull timeWork experience placementLive inWork at officeLocal area$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- ...Job Description \n Transaction Advisory Services: Financial Due Diligence – Consultant \n \n \n \n CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients...
- 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. Licensed...Extra incomePart timeRemote workWork from homeFlexible hours
- ...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...
$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$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$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- ...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
- ...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
- To support a growing finance team, the full-time MBA Financial Consultant will engage in financial planning, analysis, and business development activities while working remotely, contributing to strategic initiatives and financial performance improvements. Key Responsibilities...Full timeWork experience placementRemote work
- Managing day-to-day financial support for Regional Market clients, the full-time Financial Consultant will oversee billing operations, financial reporting, and data analysis while collaborating with internal and external stakeholders in a virtual environment. Key Responsibilities...Full timeWork experience placementWork at office
$60k - $110k
...Job Description Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan office. This is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates...Work experience placementWork at officeRelocationMonday to Friday$63.2k - $117.9k
...United States of AmericaEmployment type: RegularCategory: ConsultingIndustry: Real EstateSalary: 110000Posted: 2026-09-09 Financial Wellness Consultant Our not-so-secret sauce. Our award-winning, inclusive Top Workplace culture is built by extraordinary people who do...Minimum wageLocal area- ...specialize in helping clients overwhelmed with unsecured debt achieve financial stability. Our team of dedicated professionals is committed to... ...earning potential in an industry that is rapidly growing. Our consultants have the ability to make a base salary and uncapped...Full time
- ...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
- ...Job Description Workday Financials Consultant – Full-Time 6-Month Contract \n \n Hale International is seeking an experienced Senior Workday Financials Consultant / Lead for a full-time contract assignment. This role will provide higher-level functional support...Full timeContract work
$22 - $26 per hour
...treatment services to provide patients with a seamless and personalized journey to parenthood. Learn more at . About the Role The Financial Counselor plays a vital role in supporting patients through their fertility journey by guiding them through financial processes...Hourly payFull timeMonday to FridayFlexible hours- ...Technologies Inc. ( is a market leader and one of the fastest growing IT consulting firms with operations in US, Canada, Mexico & India. SAT is an... ...candidate will have functional expertise with both Oracle Financial Services Analytical Applications (OFSAA) and Oracle Financials...
- Guidehouse is seeking a Managing Consultant in its Commercial Financial Services practice. You will lead projects, manage client relationships, and deliver solution implementations with a focus on quality and timeliness. You will also mentor junior staff and present to...Remote work
$95k - $150k
...firm in New York is seeking experienced professionals for its Financial Due Diligence practice to handle M&A transactions. You will employ... ...is a hybrid role offering competitive compensation between $95,000 - $150,000 plus benefits. #J-18808-Ljbffr Cross Country Consulting- Infosys seeks a PeopleSoft Technical Principal Consultant to address user issues, resolve technical problems, and manage tickets across PeopleSoft Financials modules. Expect interaction with customers, process consultants, and SMEs, with root-cause analysis to improve...Remote job
- Guidehouse seeks a Senior Consultant in Commercial Financial Services to analyze problems, develop solutions, and support implementation on client engagements. You will work with a client-facing team to deliver workstreams and provide high-quality analyses and deliverables...
- Here at Traction Forge Financial, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the...Remote jobFull timeTemporary workPart timeFlexible hours
$129.29k - $148.68k
Remote Senior Acquisition-Financial Management, SME Job Location REMOTE, United States Tracking Code PSPAXNSPD/2026/4641 Position... ...Powered by our highly skilled workforces, we provide expert consultation on network and weapons systems acquisition programs, maintenance...Remote jobContract workPart timeTraineeshipWork at officeLocal area$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...
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