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
$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- ...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
$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- ...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
- Financial Services Consultant - Loan IQ Candidate will be responsible for supporting data migration activities for the Loan IQ system. The role involves preparing structured data from source documents (such as PDFs and Excel files) and migrating the data into Loan IQ using...SuggestedWork at officeFlexible hours
- Workiva Inc. is seeking a Senior Solution Consultant to provide pre-sales support within the Financial Services sector. This role requires expertise in translating complex client needs into effective solutions while engaging prospects through virtual and onsite meetings...Remote jobFlexible hours
- Financial Service Consultant - Capital Markets Sia is a next-generation, global management consulting group founded in 1999. Our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We help clients initiate...H1bWork at officeWorldwideVisa sponsorshipWork visaFlexible hours3 days per week
- 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...
- Guidehouse in New York City is seeking a Senior Consultant to join its Commercial Financial Services practice. You will analyze problems, build solutions, and support implementation on client engagements. Responsibilities include conducting research, producing client-ready...
- CCSi in New York seeks a financial services leader to enhance fiscal strategies for human-centered organizations. The role emphasizes collaboration with executive leaders, mentoring staff, and ensuring exceptional client service. Candidates should possess an advanced degree...
$102.5k - $187.9k
...better working world. E Y is a leader in serving the global financial services marketplace and the only professional services firm with a... ...Hedge 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- ...practice partner of Together Women's Health is seeking a part‑time Financial Counselor. The Financial Counselor serves as the primary... ...Policy to ensure patients are aware that payment is due at time of service. Maintains tracking of patients on schedule, ensuring that...Part time
- ...Financial Counselor – Job Description The role functions within the Patient Financial Services department at Albert Einstein Medical Center, providing financial counseling and assistance for patients, handling registration and billing tasks, and ensuring collection goals...Temporary workWork at officeFlexible hours
$65k - $70k
...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, and hold one‑on‑one sessions...Work at officeWork visaMonday to FridayAfternoon shift- ...Coordinator to step into our fast-paced facility! Summary The Financial Counselor is responsible for raising awareness of affordable insurance... ...assistance to uninsured patients and residents in areas of service. The Financial Counselor performs their duties within the...Full timeMonday to FridayFlexible hoursAfternoon shift
- ...CCRM Fertility Patient Financial Counselor CCRM Fertility, a leader in fertility care... ...first of the month following 2 months of service) ~ Basic & Supplement Life Insurance... ...proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in...Hourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
- ...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
$55k - $156.45k
...the brokerage, employee benefit and fixed/variable insurance services as offered through the independent broker dealer. Provides functional... ...planning, and obtains the necessary information to make sound financial recommendations. Coaches retail employees on the features and...For contractorsMonday to Friday$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- ...and remote schedules for added flexibility.Position SummaryThe Financial Aid Counselor is responsible for assisting students and their families... ...understanding of financial aid regulations, excellent customer service skills, and the ability to provide accurate guidance on...Remote workAfternoon shift
- ...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
- ...Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We... ...or similar 4-8+ years experience in a client-facing financial services roles Experience with in depth tax planning and building tax projections...Work at officeRelocationMonday to FridayFlexible hours
$45k - $100k
...anticipated to remain open for 30 days, from 11-Feb-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- ...Financial Advisor Job Duties Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of... ...and Wealth to increase referrals. Provides financial planning services by advising the customer on the advantages and disadvantages of...
$100k - $150k
...Financial Advisor page is loaded## Financial Advisorlocations: Little Silver, NJtime type: Full timeposted on: Posted Yesterdayjob requisition... ...provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and...Full timeTemporary workWork at officeFlexible hours- ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals... ...relationships. Conduct individual consultations, seminars, and educational meetings. Maintain... .... Prior experience in financial services, wealth management, banking, insurance,...
- ...Financial Advisor page is loaded## Financial Advisorlocations: State College, PAtime type: Full timeposted on: Posted Todayjob requisition... ...customers. The incumbent provides the highest quality service to every customer.**Primary Responsibilities:**Manages and services...Work at office
$100k - $150k
...the change you’ve been looking for. At Strategies for Wealth , we specialize in helping driven professionals transition into financial services - and build careers that compound over time , financially and personally. Who We Are Comprehensive planning across insurance,...Work at office3 days per week- ...our investors, our communities and the planet we all share. The Financial Planner is a contributing member of HSBC’s Wealth Planning and... ...and family office specialists, who together provide advisory services to HSBC individual and family clients. The Financial Planner...Work at office
$135k - $145k
...Management, a leading independent Wealth Management firm, is seeking a Financial Advisor to help formulate and implement comprehensive... ...for Financial Advisors in 2024 and 2025. Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written...Temporary work
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