Financial Services
Atlasfinancialsolutions Co
Financial Consultant – Mortgage & Banking Professionals (1099 POSITION) Los Angeles | Remote & Hybrid Flexibility | Training Provided Help Clients Beyond the Loan Process We are seeking mortgage professionals, loan officers, bankers, processors, branch managers, and financial professionals who want to expand their impact while building a rewarding career in financial services. If you enjoy helping individuals make important financial decisions, this opportunity allows you to broaden your expertise and help clients prepare for retirement, protect their families, and build long‑term wealth. About the Role As a Financial Consultant, you will work directly with individuals, families, and business owners to develop strategies focused on: Retirement Preparation Income Protection Debt Management Wealth Accumulation Financial Education Why Mortgage & Banking Professionals Excel Here Existing financial knowledge translates naturally Flexible schedule and remote work options Uncapped earning potential Leadership advancement opportunities Ongoing mentorship and professional development Ability to build long‑term client relationships Responsibilities Conduct financial needs assessments Educate clients on available financial solutions Create personalized financial strategies Maintain ongoing client relationships Participate in training and leadership development Adhere to compliance standards Compensation 1099 Independent Contractor Commission‑based compensation Bonuses and incentives available Part‑time and full‑time opportunities Qualifications Mortgage, lending, or banking experience preferred Strong communication skills Professional demeanor Self‑motivated and coachable Must be willing to obtain a Life & Health Insurance License within 60 days Authorized to work in the United States No prior financial services experience required. #J-18808-Ljbffr
- ...our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional...SuggestedPart time
$211k - $362k
...Job Description Join Baker Tilly as a Director in our fast‑growing Financial Advisory Services team within the Office of the CFO practice. This is a leadership role within a rapidly scaling team focused on building a market‑leading FP&A and finance transformation offering...SuggestedInterim roleWork at officeLocal area$23 - $31 per hour
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...SuggestedFull timeWork experience placementMonday to FridayFlexible hours$100k - $135k
...Manager who will play a critical role in managing and scaling the financial operations of a global hospitality investment firm. This... ...Background in audit, forensic accounting, FP&A, or transaction services (Big Four experience strongly preferred) CPA designation required...SuggestedFull time$210k - $220k
As we enter our next stage of growth, we’re looking for a VP of Finance to shape the financial strategy, infrastructure, and discipline needed to scale the business responsibly. As the executive leader for Finance and Accounting, you’ll help guide enterprise priorities,...SuggestedFull timeWork at officeRemote workFlexible hours$57.5k - $106.5k
...19858 Ventura Blvd. Job Family Group: Retail Banking Sales & Service Guides, directs, and coaches employees to deliver exceptional... .... Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups...Full timeContract workPart timeLocal area- ...Location: NYC/ San Francisco/ Chicago (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base + performance bonus (Varies by employer) About This Opportunity Career Launch...Full timeInternship
- ...highly analytical and business-oriented FP&A Manager to support financial planning, forecasting, strategic decision-making, and... ...in corporate FP&A and/or strategic planning within a financial services environment and possess strong financial modeling, business partnering...
- ...seeking an experienced Senior Payroll Manager to oversee payroll operations and equity compensation administration for a growing financial services organization. This role is responsible for ensuring accurate and timely payroll processing, compliance with federal, state,...Local area
$200k - $225k
...Location: Glendale, AZ Andrew's is seeking a growth-minded Chief Financial Officer to serve as the financial integrity leader of the... ...leaders to assess project performance, pricing strategies, and service profitability. Support capital investment decisions with sound...$45.9k - $75.9k
...1 N. Long Beach Blvd. Job Family Group: Retail Banking Sales & Service Branch placement will be determined at the time of offer. This... ...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...Part timeLocal areaImmediate startDay shift$130k - $170k
...over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced,... ...and/or strategic planning; direct experience in the financial services and banking industry required. Must have a very strong understanding...Temporary work- ...Armory Group, LLC is a national financial services firm, offering a full spectrum of advisory and professional services, including investment banking, strategic advisory, consulting, and asset management services, all focused on middle market companies. Through its investment...Interim roleWork at officeRemote work
$21 - $23 per hour
...seeking a Universal Banker to deliver efficient, in-person customer service and build strong client relationships. This role processes... ...evaluates needs of potential customers and offers appropriate financial products and services resulting in referrals. Receives checks and...Hourly payFull timeWork at office- ...Chief Financial Officer (CFO) About the Company Fast-growing financial technology (FinTech) company Industry Financial Services Type Privately Held About the Role The Company is in search of a strategic and hands-on Chief Financial Officer (CFO)...Remote work
$150k - $200k
...Consulting About Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree partners with private equity firms, business operators, and management...Full timeImmediate start$175k - $225k
...investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments.... ...shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our...Work experience placement- ...family as the nation's largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its...Temporary workWork at officeLocal areaImmediate start
$275k - $315k
...portfolio company, is seeking a strategic and results-driven Chief Financial Officer (CFO) to lead the financial operations and drive... ...Finance, and Strategy/Planning Industries Business Consulting and Services, Venture Capital and Private Equity Principals, and Financial...Full timeWork at officeRemote work$100k - $150k
...Consulting About Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree partners with private equity firms, business operators, and management...Temporary workImmediate start$110k - $120k
...A prestigious financial services firm is seeking Summer Analysts to focus on Mergers & Acquisitions and financial analysis in New York. Responsibilities include financial modeling, research, and preparing presentations. Ideal candidates will be enrolled in an undergraduate...Summer work- ...considered, but required to obtain licenses within 90 days of start date Seven plus years of experience in Private Banking or Financial Services industry Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial...
- ...Your Role The Internal Audit Services team provides independent, objective assurance and advisory services to help Blue Shield of California... ...for our people to grow - personally, professionally, and financially. We are looking for leaders that are energized by creative and...Work at office2 days per week
- ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on... ...plus years of work experience in Private Banking or Financial Services Bachelor’s Degree required Series 7, 66 and Insurance licenses...Temporary workWork experience placementLocal area
- ...outcomes Champion digital adoption by educating customers on self‑service and mobile banking options to elevate satisfaction, engagement,... ...and services for consumer and business customers 1+ year of financial services experience in one or a combination of the following: consumer...Work experience placementImmediate start
$180k - $260k
...over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced,... ...compliance, and tax audit management. ~ Banking or financial services experience preferred. Skills & Competencies...Local area- ...Chief Financial Officer (CFO) About the Company Next-generation crypto neobank built on Solana for borrowing, earning, and spending digital assets. Industry Financial Services Type Privately Held, VC-backed About the Role The Company is seeking...
$160k - $180k
...leader to join our Finance team. This role is pivotal in providing financial insight, operational analysis, and strategic recommendations... ...and operational metrics. Support the launch of new products, services, and international market entries through financial modeling...Full time$75k - $95k
...Financial Analyst We are seeking a detail-oriented financial analyst to support financial planning, reporting, and analysis for a growing banking and financial services organization. This role will work closely with leadership to provide insights that drive strategic...- ...City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative... ...relationships with new and existing clients promoting bank products/services. Provides quality service to internal and external clients...Night shift
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