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
$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...SuggestedFull timeContract workPart timeFlexible 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
$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- ...leader and one of the fastest growing IT consulting firms with operations in US, Canada,... ...India. SAT is an Oracle Gold Partner, SAP Services Partner & IBM Certified enterprise.We guarantee... ...functional expertise with both Oracle Financial Services Analytical Applications (OFSAA)...
$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- 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... ...and business owners in your area. We are not just a financial services company; we are a community united by the goal of achieving financial...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... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...Full timeContract workFor contractorsWork at office$45k - $100k
...anticipated to remain open for 30 days, from 26-Jun-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- ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the...Immediate start
- ...Overview The Financial Counselor is part of the Financial Investigation Department that serves all locations within OBH and is a key... ...to assist patients with Medicaid enrollment and related services. The staff member may be scheduled to work at multiple locations...Hourly payContract workWork at officeLocal areaRemote work
$65k - $85k
...We are seeking a financial professional to assist clients in designing and implementing... ...trusted advisor Ensure exceptional customer service is provided to existing clients; track... ...financial needs Conduct financial consultations with clients to assist them in defining...$22 - $26 per hour
...Financial Counselor Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing fertility clinics and comprehensive service providers nationwide. Guided by our mission of fulfilling dreams by building families, Pinnacle offers compassionate...Hourly payFull timeMonday to FridayFlexible 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...
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
$62.4k - $64.35k
...Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic... ...them about the bank and investment program products and services that are most appropriate for their situation. Help the...Full timeTemporary workPart timeSeasonal workImmediate startFlexible hours- ...is rapidly expanding - our office in New York City isseeking financial representatives to continue our consistent, sustainanble growth... ...insurance, annuities, investment products and advisory products and services.We work directly with our clients to deliver consistent and...Work at office
- ...verifying insurance information, and collecting payments for financial responsibilities. The role also involves gathering and scanning... ...consent forms, and referring patients to the patient financial services department for potential Medicaid and/or financial aid...Monday to FridayShift workWeekend work
- ...verifying insurance information, and collecting payments for financial responsibilities. The role also involves gathering and scanning... ...consent forms, and referring patients to the patient financial services department for potential Medicaid and/or financial aid...Part timeWork experience placementWeekend work
- ...remarkable difference in the lives of those we serve. Job Summary: A Financial Counselor maintains, and processes all assigned patient... ...portion of patient's bill based on expected length of stay and services rendered, so that final accounting of self-pay amount is...Full timeTemporary workPart timeWork 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
$58.44k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting...Contract workTemporary workWork experience placementWork at office- ...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
- ...Northeast Financial Network (NEFN) – Holmdel, NJ | Boston, MA | Long Island, NY | New York City | Philadelphia, PA | Ridgefield, CT Launch... ..., and support of one of the Northeast\'s premier financial services firms. What You'll Do Build meaningful relationships with...
$100k - $140k
...team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of... ...finance, or accounting experience within the financial services industry and/or FP&A or strategic finance experience with a top...Full timeWork at officeRemote work$115k - $141k
...building a future where technology works quietly in service of extraordinary outcomes.Job Title: Salesforce - Financial Services Cloud ConsultantResponsibilities:*... ...requirements.Qualifications:* 5+ years of Consulting or Industry (Banking, Fins) experience* Experience...Temporary workLocal area$150k - $200k
Trader, Delta One & Equity FinanceLocation: New York, NYPosition SummaryWe are seeking an experienced Delta One / Equity Finance Trader to join a dynamic trading team focused on equity financing, hard-to-borrow markets, and event-driven opportunities. The successful candidate...Temporary work$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,...
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