Financial Services Consultant
DT Financial
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 us on a limited part time basis while also having potential immediate leadership advancement. We utilize every aspect of the financial industry: Wealth Management Retirement Planning Tax Deductions College Funding Wealth Preservation (Insurance) Business Planning Corporate Group Plans And more... Qualities we're looking for: Integrity, ethical and a strong sense of morality. Passion for making a difference and helping people. Self-motivated, accountable, and a team player. Ability to receive coaching and feedback. Strong interpersonal skills Enjoys working in a fast-paced, highly productive, value-driven environment !!! Requirements - (PLEASE READ) !!! Must be over the age of 18 Some college; BS/BA preferred Driver's License Background check required - No criminal history whatsoever Willing to obtain a state license if you do not have one yet. 2-3 years of customer service/client interaction recommended (not required) Schedule: You create your own beside weekly trainings. Whats provided: A Competitive training program to help you get started Mentorship and professional development training throughout your entire career A culture that promotes diversity, teamwork, work/life balance, recognition and rewards The opportunity to pursue leadership and specialized roles Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management Solely Performance-Based (income tax benefits) Our financial consultants are paid in various different ways depending on licenses obtained (Residuals, Renewals, Commissions, Assets Under Management, Monthly - quarterly bonuses) #J-18808-Ljbffr
- ...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...Suggested
- ...Financial Services Representative Employment Type: Full-Time, Part Time, Contract Compensation: Performance-based (details provided during... ...willingness to obtain Experience working with clients in a consultative environment What We Offer Structured training and...SuggestedFull timeContract workPart timeFlexible hours
$4,000 per month
...Commission. Responsibilities Connect and understand potential client financial need in both wealth protection and wealth accumulation. Advise... ...client to make an informed decision. Assist in after sales services including claim, policy renewal. Review and update client...SuggestedPermanent 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...SuggestedFull timeContract workWork at officeLocal areaImmediate startRemote workFlexible hours- A leading financial services firm is seeking a Financial Services Consultant in New York. This hybrid role involves educating clients on financial products and building a personal practice with the support of a Fortune 100 company. The consultant will provide customized...Suggested
- Global Credit Union in New York seeks a dynamic Financial Services Representative II to deliver exceptional member experiences in person and over the phone. You will perform transactions, leverage product knowledge, and actively cross-sell to meet branch and business-line...
$102.5k - $187.9k
...better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate... ...Fund, Wealth/Asset Management company or as a Management Consultant in one of these companies 1‑2+ years of hands‑on Aladdin...Work experience placementSummer holidayFlexible hours- ...Financial Aid Counselor – Loans and Federal Work Study When you join the SUNY Corning Community College (CCC) team, you are helping to... ...program requirements including accurate job descriptions, community service, and literacy requirements. Develop and maintain the work-study...Summer workWork at office
- A global management consulting firm is seeking a consultant to join their New York office. The role involves delivering client proposals, managing project delivery, and mentoring junior team members. Ideal candidates have over 3 years of experience in management consulting...Work at officeFlexible hours
$150k
...FINANCIAL ASSOCIATE Financial Services Co., (New York, NY) seeks Financial Associate responsible for coordinate daily financial operations, perform detailed financial analysis & build financial models to support strategic decision-making and investment analysis, including...- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...& Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern...Full timeContract workFor contractorsWork at office$130k - $150k
...Financial Planner We are seeking a Wealth Planning Specialist to serve as a dedicated planning and investments resource within our Private Banking division. This individual will work in close partnership with Private Bankers (PBs) across our New York, California, and...Work at officeLocal area$45k - $100k
...anticipated to remain open for 30 days, from 18-Sep-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$75k - $150k
...Summary The industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. As a Financial Consultant, you will collaborate with... ...businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling,...- ...Financial Aid Representative The Financial Aid Representative plays a critical role in supporting students throughout the financial... ...student financial aid records. This role requires strong customer service, attention to detail, regulatory knowledge, and collaboration...Work at officeAfternoon shift
- ...Type: Full Time Our Client is seeking a motivated Private Client Financial Advisor to build and grow a high-quality wealth management... ...of experience in a Financial Advisor role or within financial services Demonstrated success in new client acquisition and ongoing client...Full time
- ...buying a book out with extra incentives! Overview We are a private wealth advisory practice seeking a Financial Advisor with at least 2-3 years of financial services experience to join an established advisor team. This role is designed for professionals with experience...Private practiceWork at office
- ...future of advisor technology and AI-enabled wealth management. What you'll bring: 5+ years of wealth management experience Strong financial planning background with HNW clients Interest in technology, innovation, and AI Entrepreneurial mindset and excellent relationship...Full timeWork at office
$67k - $72k
...Financial Counselor New York, New York Who Is Spring Fertility? We are a passionate, dedicated team of leading physicians and... ...requirements Ensuring reimbursement is obtained for medical services provided for non-insured and under-insurance patients...Full timeTemporary workFlexible hours$73.72k - $77.74k
...About NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combating economic, racial, and social injustice... ...services include comprehensive, free civil legal services, financial empowerment, impact litigation, policy advocacy, and community...Full timeTemporary workWork experience placementWork at officeFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs...Work at office$70k - $80k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...individuals to the $2.2 trillion art market. Masterworks has been covered by The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, we achieved unicorn status with a $110M...
- ...Financial Solutions Advisor - Southern NJ Market Absecon, New Jersey;Toms River, New Jersey; Voorhees, New Jersey; Sewell, New Jersey... ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds •...Temporary workWork at officeMonday to FridayShift workDay shift
- ...JECohen is a financial service firm that puts people first, always. We believe in helping families and institutions develop and implement successful, long-term strategies for their financial futures. It's simple-people power investment. Relationships are the foundation...Full timePart timeWork at officeRemote workHome officeVisa sponsorshipWork visa
$65k - $70k
...Financial Counselor Role Description: The Financial Counselor will be responsible for leading the Rockaway Village Financial Counseling Program based at the Far Rockaway Opportunity Center. They will host monthly financial literacy workshops, conduct outreach,...Work at officeWork visaMonday to FridayAfternoon shift- ...Job Description Financial Counselor Southern Jersey Family Medical Centers, Inc. is seeking a talented Eligibility Coordinator... ...enrollment assistance to uninsured patients and residents in areas of service. The Financial Counselor performs their duties within the...Full timeMonday to FridayFlexible hoursAfternoon shift
- ...Financial Consultant IRI believes in commitment, integrity, and strategic workforce solutions. Integrated Resources, Inc., is led by a seasoned team with combined decades in the industry. We deliver strategic workforce solutions that help you manage your talent and...Temporary work
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