Financial Consultant
$28k - $125kEquitable Advisors
This range is provided by Equitable Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $28,000.00/yr - $125,000.00/yr Additional compensation types Annual Bonus and Commission Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. Our people Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve. We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit. Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually. Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves. Training and support Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience. Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School. Requirements Applicants must be authorized to work in the United States. A four-year college degree is preferred but not required. We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding. We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding. Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures. Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence. Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships. Compensation and Benefits Entry level Financial Professionals start out in our Preliminary Employment Program (“PEP”) after obtaining required licenses and registrations and also have the potential to receive a sign-on payment ranging from $250 - $1,000. During PEP you will also have the opportunity to earn 100 percent of the commissions generated by you during PEP in accordance with the Company’s commission schedules which vary depending on the financial product sold. The duration of PEP is a maximum of 120 days to meet the program requirements. After your first 90 days as a Preliminary Employment Program (“PEP”) Prospective Associate, you will be eligible for medical insurance through our company-sponsored Health Plan at your sole expense. Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional and, in that role, you can choose to be compensated in one of two ways: You can decide to receive full commission plus bonus (30% bonus as a % of eligible paid first-year commissions) or an annual base salary of $24,000 with reduced commission. Commissions in both scenarios are calculated in accordance with the Company’s commission schedules. The average earnings of a new Financial Professional in 2021 in their first full year following the Preliminary Employment Program was $62,000 and for those in the top quartile among first-year Financial Professionals it was $135,000. Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional. As a 20th Edition Financial Professional, you would also be eligible to participate in a variety of comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”). Equitable Advisors ’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. Seniority level Entry level Employment type Full-time Job function Finance, Business Development, and Sales #J-18808-Ljbffr Equitable Advisors
$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$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$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 work$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 work- ...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...SuggestedFull timePart timeFor contractorsRemote workFlexible hours
$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 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....Full timePart timeRemote workFlexible hours- ...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
- ...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
- ...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...
$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$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- ...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
$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
$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
- 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....- ...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...
- ...work is to love what you do. If you haven’t found it yet, keep looking. Don’t settle.” Our client is seeking an Interim Financial Systems Consultant to provide hands-on support. This role is focused on SAP financial system administration and operational support. The ideal...Temporary workInterim role
- FTI Consulting is seeking a Senior Consultant for its Investment Administration and Reporting practice within Real Estate Solutions. The... ..., ability to research accounting issues, and experience in financial reporting, notes, and management reports. #J-18808-Ljbffr FTI...Remote job
- 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
- ...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
- ...solutions and provide support for integration testing and updates for new Workday releases. As a Workday Senior Certified Financials Senior Consultant, you will be responsible for ensuring the successful implementation of the Workday solution. You will foster the...Work experience placementRemote work
$40 - $60 per hour
A recruitment agency is seeking a Financial/KYC Consultant in New York. This temporary position requires MANDARIN fluency and expertise in Financial Services and legal operations. Responsibilities include managing client relationships, ensuring legal compliance, and collaborating...Hourly payTemporary work- Nordic is seeking a Workday Financials Consultant to collaborate with clients on training, workflow, and system improvements under Nordic leadership. You will engage in project leadership, design, configuration, testing, data migration, and client communications to ensure...
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