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
- We are:Finance Reinvention and we help the world's leading Financial Services organizations reinvent finance with AI at the core. We provide... ..., FP&A, financial analysis, or EPM implementation — in a consulting, professional services, or corporate finance environmentBachelor...SuggestedLive inWork at officeLocal area
$130k - $205k
...just on paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity.With deep... ...and Execution sub service line, the Deal Management - Financial Services practice works on the most complex and high-...SuggestedWork experience placementSummer holidayWork at officeImmediate startFlexible hours- ...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
$102.5k - $187.9k
...a 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 companies1-2+ years of hands-on Aladdin...SuggestedWork experience placementSummer holidayFlexible 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...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...Full 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...Permanent employmentWork at office$100k - $150k
...━━━━━━━━━━━━━ ▼▼ Position 1: PM / PMO / Business Analyst (Financial Services)▼▼ • Location: New York Area (Hybrid / On-site) ━━━━━━━━━━... ...━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼▼ Position 2: PM / ERP Consultant (SAP S/4HANA) / MES Consultant / Network Engineer ▼▼ • Location...Full timeRemote workOverseasVisa sponsorshipWork visa- 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...
- ...approach to client guidance. A desire to grow into leadership roles through consistency and dedication. AO Central AO Central is a financial services organization that helps families understand and select benefit options. The company emphasizes remote work, structured...Remote jobWork at office
- 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...Work at officeFlexible hours
- 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...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$175k
...Overview: Our Global Banking division provides sophisticated and diversified expertise in financing, cash management and financial advisory services for our clients. We combine our global expertise and local presence to best support the complex needs of our...Summer workInternshipSummer internshipLocal area$84k - $202k
...The Opportunity As a Risk Consulting - Financial Services Senior Associate Intern, you will engage in a dynamic environment where you will support teams and participate in projects, focusing on learning and gaining exposure to PwC's practices. You will perform basic tasks...Summer workInternshipH1b$77k - $84.7k
...Financial Aid Counselor Posting Number 2026-16189 Location : Location US-NY-New York Hybrid Remote Work Classification... ...N/A FT/PT Full-Time Category Student Services/Athletics Position Summary Within the Office of...Full timeWork experience placementWork at officeRemote work- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...new members to provide them information about the financial services their families could utilize Networking with individuals...Work at officeLocal area
$10k
...Opportunity: The Private Client Advice group provides regulated financial advice to more than 15,000 existing UK clients. Reporting to a... ...essential Genuine desire to provide a high standard of advice and service to clients Manage complexity and coordinate across several...Work at officeLocal areaWork from home- ...Company Description Taos Global Group Inc. is a comprehensive financial services firm that includes Taos Insurance Agency, TZG Accounting LLC, and Taos Investment Advisors LLC. The company is committed to delivering outstanding customer service and helping clients prepare...Full timeWork at office
- ...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...Full timeWork experience placementWork at officeLocal areaFlexible hours
$87.4k - $123.4k
...is based on the idea that transforming financial lives starts by giving our people the freedom... ...Planner within Empower’s dedicated services model, you will provide comprehensive... ...relationship building, and delivering expert consultations aligned with Empower’s mission of...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...Financial Aid Advisor is a remote review track for evaluating AI outputs across finance and risk workflows. Reviewers grade calculations, narrative reasoning, and policy adherence; flag compliance and reconciliation issues; and document the correct treatment so the modeling...Hourly payFor contractorsWork experience placementRemote work10 hours per week
$60k - $110k
...Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan office. This is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career-changers...Full timeWork experience placementWork at officeRelocationMonday to Friday- ...Full-time Description Position Summary The Financial Aid Representative plays a critical role in supporting students... ...student financial aid records. This role requires strong customer service, attention to detail, regulatory knowledge, and collaboration across...Full timeWork at officeAfternoon shift
- ...Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry. As a Financial Representative you will work to help individuals and...Permanent employmentFull timeTemporary work
- ...In this entry level role Financial Aid Advisor will have the opportunity to make a difference by uploading and scanning student documents... ...financial aid eligibility, while providing quality customer service. A Financial Aid Advisor performs at a entry level in all core...Work at officeFlexible hoursAfternoon shift
- ...goals to provide a sense of security and safety surrounding their financial life. Develop meaningful long-term mutually beneficial... ...appearance and work ethic ~1-2 years of sales/business or customer service experience preferred ~ Self-motivated, goal-oriented, and...Full timeLive inWork at office
$80k - $120k
...SLP Wealth is looking to hire a full-time financial planner (CFP® professional strongly preferred). We are a women-led firm who is looking for someone who understands student loans, financial planning, and tax planning and who has a passion for helping HENRYs grow wealth...Full timeRemote work- ...Investment Advisor (RIA), is seeking an ambitious and analytical Financial Planning Associate to join their team. This is an outstanding... ...'s advisors in delivering comprehensive financial planning services and helping clients achieve their long-term financial goals....Internship
$100k - $150k
...specialize in helping driven professionals transition into financial services - and build careers that compound over time , financially... ...Management • Education • Military • Operations • Athletics • Consulting • Customer-facing roles · No prior financial services experience...Full timeWork at office3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Consultant. Be the first to apply!
- strategic finance associate New York, NY
- financial advisor development program New York, NY
- financial advisor internship New York, NY
- oracle cloud financials consultant New York, NY
- financial advisor associate New York, NY
- work from home financial advisor New York, NY
- financial associate New York, NY
- entry level financial advisor New York, NY
- financial planning administrator New York, NY
- financial advisor part time New York, NY




