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
- ...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
$62.4k - $64.35k
...Date: Jul 16, 2026 Location: New York, NY, US, 10004 Company: Popular Workplace Type: On-site We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic Popular Investment team! This is a commission based position...SuggestedFull timeTemporary workPart timeSeasonal workImmediate startFlexible hours$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 hours$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 hours$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...SuggestedFull timeTemporary workLocal areaRemote work- A mission-driven financial services company is seeking a Financial Consultant to work remotely. This part-time role allows you to leverage your experience to educate clients on financial strategies and present tailored solutions. You will assist clients toward financial...Part timeRemote workWork from homeFlexible hours
- ...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 timeImmediate startRemote workWork from homeFlexible hours
$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
- ...Job Description Job Description BizTek People is in search for a Financial Control Consultant (AVP) for our client in NYC! Contract | Hybrid Schedule: Hybrid (3 days onsite per week) We are seeking an experienced Financial Control Consultant (AVP) to...Contract workWork at office3 days per week
- ...Job Description Job Description About Us At WealthBridge Financial Group, we help individuals, families, and business owners... ...maintain long-term client relationships through a client-first, consultative approach Analyze clients’ financial goals and design...Flexible 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- ...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 strategies that align with their goals....
$110k - $140k
Job title: Workday Financials Senior Consultant Job Summary: Next Generation, Inc, an Equal Opportunity employer, is seeking a Senior professional with Workday certification in Budgets, Customers or Projects , for a remote role with infrequent on-site visits, who is experienced...Full timeRemote workFlexible hours- Role Overview Make a difference. Be happy. Grow your career. As a member of the Workday ERP Services practice, the Workday Financials Consultant will work closely with clients on training, workflow, process, and system improvements that support their activities. The Consultant...Temporary workWork at officeLocal areaHome office
- ...description. Below is a refined version that enhances clarity and organization, using appropriate HTML tags: Job Title: Workday Financials Consultant Location: Complete Remote Duration: 5+ Months Role Overview: The contractor will support the finance team by building and...For contractorsRemote work
$50 - $60 per hour
A technology company focused on AI is seeking a Financial Consultant to contribute to the training of AI models. This flexible role allows for part-time or full-time engagement, enabling you to choose projects and work your own schedule. Ideal candidates possess a Master...Hourly payFull timePart timeRemote workFlexible hours- ...Financial Advisor Job Duties Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and...
$15 per hour
...the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. About the Role The Financial Professional is a...Minimum wageFull timeContract workPart time- ...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with...Shift workDay shift
- ...Jersey Family Medical Centers, Inc. is seeking a talentedEligibility Coordinator to step into our fast-paced facility! Summary The Financial Counselor is responsible for raising awareness of affordable insurance options and providing eligibility and enrollment assistance...Full timeMonday to FridayFlexible hoursAfternoon shift
- ...—we’re a collective ensemble built to empower entrepreneurial financial advisors. Whether you're looking to break free from a captive... ...what’s best for clients. Our Support Team Includes: Business Consultants Operations & Admin Experts What Makes You a Great Fit? FINRA Registrations...Remote work
- ...Knugget Financial Services specializes in providing tailored financial solutions for veterans, active-duty service members, and their families. We offer services such as life insurance, retirement planning, and wealth-building strategies. Our dedicated financial strategists...Full timeRemote work
$65k - $85k
...We are seeking a financial professional to assist clients in designing and implementing strategies to achieve their goals. The ideal... ...life changes and changing financial needs Conduct financial consultations with clients to assist them in defining their financial objectives...- ...Overview Advanced Gynecology , a practice partner of Together Women's Health is seeking a part‑time Financial Counselor. The Financial Counselor serves as the primary contact to educate patients and community about financial assistance and charity care programs, healthcare...Part time
- ...Fifth Avenue Financial is seeking a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Job Responsibilities Build a portfolio of customers and offer financial advice tailored to their specific...
- ...CCRM Fertility Patient Financial Counselor CCRM Fertility, a leader in fertility care with over 30 locations nationwide, is excited... ...patients eligible to proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in accordance with Care...Hourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient...
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