Financial Services Consultant
The Colie Group
If you’re a top-performing sales rep, you already know the reality of most industries: Income ceilings are real Compensation plans change without warning Promotions are limited Your success is tied to someone else’s system And no matter how hard you work… you’re still building someone else’s business. Now imagine applying those same sales skills in an industry where: You own your 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 complex solutions Building and managing a pipeline Handling objections and closing with confidence This isn’t starting over - it’s leveling up. The Market Opportunity Miles of families are uninsured or underinsured The industry generates over $1 trillion annually A massive wave of agents are retiring Which means one thing: opportunity is wide open. What This Opportunity Offers Leadership and ownership opportunities Who This Is For This opportunity is best suited for sales professionals who are: Tired of income ceilings Ready to build something that lasts Commission-Based |U.S. Only #J-18808-Ljbffr
- ...Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives... ...we are committed to investing in their growth and development. Financial Advisor Responsible for managing existing client relationships...SuggestedBank staffWork at officeLocal area
- ...individuals and families. We bring together investment management, financial planning, and tax strategy in one integrated, proactive... ...Identify opportunities to deepen relationships through additional services and referrals Participate in client meetings, reviews, and...SuggestedWork at office
- ...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making... ...client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigate...SuggestedMonday to FridayShift workDay shift
- ...Business Development / Financial Consultant We’re seeking a business development-minded financial advisor professional who’s ready to identify... ...presentations to demonstrate CORDA’s value and align our services with prospective clients’ long-term goals. Build trust, simplify...SuggestedPermanent employmentFull time
- ...Crandall 1023 West Highway 175 Crandall, TX 75114, USA Financial Associate (Teller/New Accounts) The Financial Associate is responsible for providing a consistent positive and professional customer service experience demonstrating a high level of sales proficiency in...SuggestedWork at office
- ...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized... ...understanding of financial products and services and has a passion for helping clients achieve...
- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...
- ...This is a full-time role for a Financial Advisor, based in Texas or Oklahoma. Key responsibilities... ...Strong relationship‑building, client service, and interpersonal skills Proficiency... ...assessments Strong communication, consultation, and problem‑solving skills Licenses...Full time
- ...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
$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$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$50k
...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 clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$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 area$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...financial strength and access to the best products and services for our clients. Our Financial Representatives and College...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$225k - $420k
Dallas, United States | Posted on 02/17/2026 Corporate Finance Associate (3–5 years) | Private Credit + Leveraged Finance Multiple offices (NYC, Dallas, Houston, LA, Boston, Chicago) Our AmLaw 100 client is adding a midlevel associate to a debt finance platform that sits...Work at office- ...Overview Unlock your potential as an Epicor Financial Consultant in a fully remote position, where you can make a significant impact on businesses using Epicor ERP. Responsibilities Key responsibilities include analyzing client needs, implementing effective solutions,...Remote workFlexible hours
- ...Overview Brandon Clark with the Connexa Search Group is recruiting for a new exciting Financial Associate role in the Upstate. This role supports a growing finance and accounting function within a privately held organization. The position focuses on financial operations...Work at office
- ...Greenville, SC area, to search for someone to be their Senior Financial Advisor. Please feel free to reach out to Brandon Clark directly... ...guidance. The firm is committed to growth without compromising on service quality and has built a model that rewards advisors who...
$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$85k - $145k
...helping families amplify and simplify their financial lives by integrating financial planning,... ...of metrics – including size, growth, service quality, technology, succession planning... ...certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- ...CORDA Investment Management in Wisconsin seeks a Financial Advisor to work directly with high-net-worth clients. The role focuses on building trust and delivering investment guidance through collaboration with internal teams. Applicants should possess a Series 65 or a...
$80.9k - $115.5k
...zones with the ability to travel as needed for project work. What Financial Systems contributes to Cardinal Health Finance oversees the... ...Supports the implementation of finance systems with in-depth customer service, internal control, data governance and project management...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours- ...people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers... ...existing customers and refer them to the relevant solutions, services, and experts available within the bank. Proactive customer...Work at officeImmediate startDay shift
- ...utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining... ...comes to hiring new team members. Job Summary The Senior Analyst, Financial Planning & Analysis (FP&A) plays a key role in supporting...Local area
$80k - $90k
...management and investment products and services for individuals, companies, and institutions... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...business knowledge by using a defined consultative approach to systematically identify...Interim roleWork at officeLocal areaImmediate startShift workDay shift$75k - $80k
...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and... ...and information within client relationship management platform Service as the day-to-day contact for client needs and collaborate with...Work at officeLocal areaRemote work2 days per week- ...A Analyst to support fast‑scaling North American operations. This role is built for a commercially minded analyst who can elevate financial visibility, strengthen forecasting rigor, and drive data‑backed decisions at the leadership level. Role Overview This role owns core...Full timeWork at officeRemote work
$85k - $95k
...Why join us? Hybrid - REMOTE FRIDAYS! Bonus eligible! Job Details FP&A / Analytics (Primary — ~75%) Prepare monthly and quarterly financial reports, including variance analysis Analyze performance at both the segment and consolidated level Track and report KPIs across products...Local areaRemote work- ...maintaining relationships with members to help them achieve their financial goals. The role is expected to identify their financial needs... ...investments. The primary goal is to provide excellent member service while achieving sales targets and promoting the credit union’s...Hourly payFull timeContract workWork at officeShift work
- ...and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of...Full timeTemporary workWork experience placement
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