Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Services Consultant in New York, NY vacancy
  • $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... 
    Suggested
    Permanent employment
    Work at office

    Success Human Resource Centre Pte Ltd.

    New York, NY
    4 days ago
  •  ...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

    The Colie Group

    New York, NY
    1 day ago
  • $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... 
    Suggested
    Full time
    Contract work
    Work at office
    Local area
    Immediate start
    Remote work
    Flexible hours

    New York Life

    New York, NY
    1 day ago
  •  ...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... 
    Suggested
    Full time
    Contract work
    Part time
    Flexible hours

    Atlasfinancialsolutions Co

    New York, NY
    1 day ago
  • 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... 
    Suggested
    Work at office
    Flexible hours

    ABeam Consulting

    New York, NY
    1 day ago
  • 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 job
    Flexible hours

    Workiva Inc.

    New York, NY
    1 day ago
  • 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... 
    H1b
    Work at office
    Worldwide
    Visa sponsorship
    Work visa
    Flexible hours
    3 days per week

    Sia

    New York, NY
    2 days ago
  • 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... 

    New York Life Insurance Company

    New York, NY
    2 days ago
  • 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... 

    Jobtailor

    New York, NY
    4 days ago
  • 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... 

    CCSi

    New York, NY
    2 days ago
  • $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 placement
    Summer holiday
    Flexible hours

    Ernst & Young Advisory Services Sdn Bhd

    New York, NY
    5 days ago
  •  ...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

    Together Women's Health, LLC

    New York, NY
    4 days ago
  •  ...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 work
    Work at office
    Flexible hours

    Albert Einstein Healthcare Network

    New York, NY
    9 hours ago
  • $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 office
    Work visa
    Monday to Friday
    Afternoon shift

    Phipps Co

    New York, NY
    4 days ago
  •  ...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 time
    Monday to Friday
    Flexible hours
    Afternoon shift

    Southern Jersey Family Medical Centers.

    New York, NY
    4 days ago
  •  ...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 pay
    Temporary work
    Work at office
    Local area
    Flexible hours
    Shift work
    Weekend work
    Afternoon shift

    Colorado Center for Reproductive Medicine

    New York, NY
    3 days ago
  •  ...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 work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Absecon, NJ
    2 days ago
  • $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 contractors
    Monday to Friday

    S&T Bancorp

    New York, NY
    9 hours ago
  • $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

    Unavailable

    New York, NY
    4 days ago
  •  ...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 work
    Afternoon shift

    Metropolitan College of New York

    New York, NY
    3 days ago
  •  ...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 work
    Work at office

    Sunyfap

    New York, NY
    9 hours ago
  •  ...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 office
    Relocation
    Monday to Friday
    Flexible hours

    Range

    New York, NY
    4 days ago
  • $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... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    New York, NY
    4 days ago
  •  ...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... 

    TradeJobsWorkForce

    New York, NY
    1 day ago
  • $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 time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Group

    New York, NY
    3 days ago
  •  ...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,... 

    Voya Financial

    New York, NY
    1 day ago
  •  ...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

    Fnb Online

    New York, NY
    9 hours ago
  • $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 office
    3 days per week

    Strategies For Wealth

    New York, NY
    9 hours ago
  •  ...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

    HSBC

    New York, NY
    4 days ago
  • $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

    Altfest Personal Wealth Management

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Consultant. Be the first to apply!