Financial Consultant
$89k - $122kNYL - Matthews
Join us at NYL - Matthews as an Experienced Sales Advisor, where you'll empower clients to achieve their financial dreams. Your expertise will be crucial in crafting strategies that build lasting, trusting relationships, fostering our mission of long-term client success. With over 175 years of history, New York Life stands as a trusted partner in the insurance industry, offering stability and innovation that keep us at the forefront. As part of our team, you'll be backed by a Fortune 100 company, committed to your growth and development. We value diversity and inclusion, ensuring a supportive, welcoming environment for all. Bring your proven track record and exceptional communication skills to a place where your contributions truly matter. Ready to make an impact? Responsibilities Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations Design customized financial plans suitable for each client based on potential life changes and changing financial needs Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Qualifications Exemplary communication skills, math skills, relationship skills, and customer service skills are vital Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred Knowledge of the financial industry, financial products, best practices, and tax regulations is desired Requires a Bachelor’s degree in finance, business administration, or related field Compensation Compensation: $89,000 - $122,000 per year #J-18808-Ljbffr NYL - Matthews
- ...not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing...SuggestedWork at office
Pinnacle Bank
Charlotte, NC5 days ago - ...United States The Opportunity This businessopportunity allows you to join a team of ambitious entrepreneurs and leaders growing financial services businesses. You will receive weekly training and a personal group of experienced mentors to help you as you start your career...SuggestedFull timePart timeRemote workWork from home10 hours per weekDay shiftAfternoon shift
- Job Description The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized retirement planning and financial guidance through virtual interactions (Zoom). This role supports TIAA’s Retirement...Suggested
- ...current state, and define future state solutions. Lead client workshops to educate stakeholders and guide them through Workday Financials functionalities. Conduct working sessions with clients to gather, analyze, and document business requirements. Serve as the primary...SuggestedContract work
- ...Financial Consultant Opportunity We're excited to offer an opportunity for a Financial Consultant to join our mission of empowering our clients to take confident steps toward their financial futures. In this role, you'll serve as a trusted partner to your book of business...Suggested
- The Charlotte office of Alston & Bird has an immediate opening for a Corporate Trust Associate with 4 – 5 years of experience to join the firm’s Finance Practice Group. The ideal candidate will have experience in a wide variety of capital markets transactions, with an ...Work experience placementWork at officeImmediate start
Alston & Bird's Antitrust Group
Charlotte, NC1 day ago - ...including meetings with management teams and leading private equity sponsors as well as account management activities Perform detailed financial analysis on potential borrowers including review of historical financial performance, customer & product trend analysis, etc....Temporary workWork experience placementWork at officeFlexible hours
Barings
Charlotte, NC1 day ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Charlotte, NC3 days ago$75k
...effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and...Work at officeHudnall Capital Advisors
Charlotte, NC2 days ago- ...staffing agency. The actual posting represents a position at one of our clients. Job Summary Our client is seeking a Financial Counselor who will serve as a liaison between the clinical team, business operations, and patients. The primary responsibilities...Temporary workLocal area
Medix
Charlotte, NC4 days ago - ...Certified Financial Advisor Apply ( locations Charlotte, NC time type Full time posted on Posted 23 Days Ago job requisition id 167241 Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP...Full timeWork at officeRemote workRelocationMonday to Friday
Vanguard
Charlotte, NC2 days ago $97k - $192k
...Referral program Salary & Compensation Starting income ranging from $97K to $192K+, commensurate with experience and outcomes. Role As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the...Work at officeLocal areaWork from homeFlexible hoursMays Region - Modern Woodmen of America
Charlotte, NC1 day ago- ...-thinking platform to support providers and deliver exceptional patient care. Job Objective: We are seeking a detail-oriented Financial Counselor with at least one year of experience in healthcare billing or financial counseling. The ideal candidate demonstrates strong...Daily paidPrivate practiceWork at officeMonday to Friday
Carolina NeuroSurgery and Spine Associates
Charlotte, NC2 days ago - ...Financial Solutions Advisor - Charlotte, NC Salisbury, North Carolina;Concord, North Carolina; Charlotte, North Carolina; Cornelius, North Carolina; Kannapolis, North Carolina; Charlotte, North Carolina; Statesville, North Carolina To proceed with your application...Temporary workWork at officeMonday to FridayShift workDay shift
Bank of America
Charlotte, NC2 days ago - ...community, build a legacy for yourself and your clients, and find the independence and flexibility you value without being alone? As a Financial Advisor supported by The Pelora Group, you'll be part of a community of professionals that will help you determine your purpose,...Contract workFor contractorsWork at office
The Pelora Group
Charlotte, NC5 days ago - ...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
MRINetwork
Belmont, NC5 days ago - ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts...Work at office
Pinnacle Bank
Charlotte, NC5 days ago - ...Financial Representative The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them... ...and conducts all appointments using Western & Southern Life consultative practices and processes. Effectively sells insurance and investment...Work at officeLocal area
Western & Southern Life
Charlotte, NC5 days ago $75k
...firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry‑level ranks. The ideal candidate... ...understanding of the role of a financial advisor or financial consultant, and interest in the financial industry and financial products...Work at officeHudnall Capital Advisors
Charlotte, NC2 days ago- ...Senior Sourcer at Thrivent**Join our Team of Talented Financial Advisors who Engage in Meaningful Work and Thrive in a Purpose Driven Culture Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of...
Thrivent Financial
Charlotte, NC3 days ago - ...all types. YOUR RESPONSIBILITIES Build and understand complex financial models Perform complex financial analysis with minimal oversight... ...about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner. LOCATION -- Charlotte, North...
Fifth Third
Charlotte, NC14 hours ago - ...leadership, you'll help source and close financing for multifamily developments and acquisitions while supporting investor reporting, financial analysis, and strategic financing initiatives. If you enjoy building financial models, coordinating lenders, analyzing deals, and...Full timeContract workWork at office
Grubb Properties
Charlotte, NC12 hours ago $77k - $202k
...Senior Associate, Finance Consulting At 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 offer guidance and support...PwC (US)
Belmont, NC3 days ago- ...Jersey Business Development Director ► Recruiting Top Talent in Financial Services to Serve with Excellence Company Description 1847... ...in to set job alerts for “Financial Advisor” roles. Financial Consultant - Financial Focus & Flexible Business Model Charlotte, NC $15,...Full timeRemote workWork from homeFlexible hours
- ...services existing clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and supplying the appropriate product. Actively pursues the acquisition of new clients from both internal referrals and...Work at office
- Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow...
- Responsibilities Consults on investment and insurance strategies, as well as the development of financial plans for clients Grows and retains an investment and insurance book of business Owns the client experience, efficiently handling sales and service Identifying sales...
$140k
Financial Advisor - Northwestern Mutual CharlotteBuild a Business. Make an Impact. Create Your Future. At Northwestern Mutual, a career as a Financial Advisor offers more than a traditional job. It is an opportunity to build your own business, create lasting relationships...Work at office- ...Northwestern Mutual is seeking College Financial Representatives for its internship program in Charlotte, North Carolina. This role is designed for full-time students who are interested in building a financial planning practice while receiving guidance and support. Interns...Full timeInternship
Northwestern Mutual
Charlotte, NC4 days ago $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 hoursNorthwestern Mutual
Charlotte, NC4 days ago
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