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
$62.4k - $64.35k
...Date: Jul 16, 2026 Location: New York, NY, US, 10004 Company: Popular Workplace Type: On-site Financial Consultant Popular Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join...SuggestedFull timeTemporary workPart timeSeasonal workImmediate startFlexible hours- ...Soteria Reinsurance Ltd. in Greenville, DE is looking for a Financial Consultant to work with clients and offer personalized financial planning. You will provide comprehensive investment solutions and retirement plans while engaging in meaningful interactions with clients...Suggested
$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...SuggestedLocal area$115k - $145k
Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change.... ...experience• Minimum 1-2 years of relevant experience in consulting, financial aid, higher education, and/or accounting • Previous experience...SuggestedFull timeWork experience placementLocal area$59.1k - $196k
...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday Adaptive Insights Consultant, your primary responsibilities may include: Identification of...SuggestedFull timeWork experience placementLive inWork at officeLocal area$106.4k - $149.5k
Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change... ...expertise in regulations and processes; understanding of higher ed financials requirements across various types of institutions•...Full timeWork experience placementLocal area- 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...Full timePart timeFor contractorsRemote workFlexible hours
- Job Description We are seeking a highly motivated and detail-oriented Financial Consultant to join our team. The successful candidate will play a crucial role in supporting our wealth management operations, including trading, research projects, and investment planning....
$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.S...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
- 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...
$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 sponsorship- Market Data Services (MDS) Financial Analyst - Senior ConsultantLocation: New York City, USA | Practice Area: Capital Markets | Type:... ...transparency across a global market data environment.The RoleAs a Senior Consultant within our Capital Markets practice, you will play a key role...Flexible hours
$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$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- ...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...
- ...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
- ...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$34.5k
...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...Work experience placementLocal areaFlexible 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...
- ...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
- 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...Remote jobExtra incomePart timeImmediate startWork from homeFlexible hours
$77k - $202k
...ApplicableSpecialismFinanceManagement LevelSenior AssociateJob Description & SummaryAt PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and...Full timeH1b- Time-tested company on solid financial footing seeks a talented Actuary who will measure client's healthcare plans financial status, provide renewal projections, analyze cost sharing, and appropriately set IBNR levels. The ideal candidate would be an ASA or FSA with 8+...Remote work
- ...Popular is seeking a Financial Consultant with strong investment sales experience to join our NYC-based Popular Investment team. This commission-based role rewards proactive client engagement and skilled investment guidance. You will evaluate clients’ needs, identify...
- ...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...
- RBC is hiring an Associate in Non-Traditional ABS Origination to support bankers in business development and transaction execution. You will play a key role in drafting presentations, coordinating transactions, and managing market data while collaborating with various ...
- ...About the job Remote Entry Level Financial Associate Are you looking for a career that allows you to make a difference in peoples lives while achieving your own personal and professional goals? Are you interested in working from home and creating your own schedule...Full timePart timeRemote workWork from home
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office
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