Financial Consultant
Wealthbridge-Financial-Group
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting‑edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long‑term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Bachelor's degree in finance, accounting, or a related field. Experience in financial consulting or a similar role is preferred. Strong analytical and problem‑solving skills. Excellent communication and interpersonal skills to effectively connect with clients. Demonstrated ability to build and maintain client relationships. Licenses or certifications in financial planning are a plus. Top‑tier health coverage including medical, dental, and vision plans for you and your dependents 401(k) retirement plan with company match to help you build long‑term security Life and disability insurance for added peace of mind Employee wellness programs and mental health resources Career growth opportunities and ongoing training support #J-18808-Ljbffr Wealthbridge-Financial-Group
$400 per unit
...Position Type: Consultant (Part-Time) Hours Per Week: 8-10 hours a month Met Council is America's largest Jewish charity dedicated... ...across New York City. Position Summary: The Financial Empowerment Consultant will design and lead monthly interactive...SuggestedPart timeFor contractors$62.4k - $64.35k
...Popular Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic Popular Investment team! This is a commission based position only. In this position, you will: Evaluate...SuggestedFull timeTemporary workPart timeSeasonal workImmediate startFlexible hours$90k - $100k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...SuggestedStart working todayWork at office- ...primary focus is on high-quality qualification: subtly demonstrating the need for a debt relief program while gathering all necessary financial details to create a comprehensive, well-organized analysis and hand-off summary. This sets up our senior sales representatives for...SuggestedWork experience placement
- ...primary focus is on high-quality qualification: subtly demonstrating the need for a debt relief program while gathering all necessary financial details to create a comprehensive, well-organized analysis and hand-off summary. This sets up our senior sales representatives for...SuggestedRemote workWork from home
- A leading investment management technology company is seeking a professional to configure and implement their investment management suite. The role involves translating business needs into effective solutions while specializing in regulatory reporting, particularly Solvency...Remote workFlexible hours
- A leading investment management firm is looking for an Advisor Consultant to create and manage relationships with Financial Advisors across the Midwest. The role involves developing business plans, coordinating meetings, and maintaining a high level of market expertise...
- Nuvant Consulting Group is looking for a Business Solutions Representative to build strong client relationships by providing tailored financial solutions. This role involves identifying potential clients, assessing their needs, and delivering strategic guidance. Ideal...
- WealthBridge Financial Group, located in Oklahoma, is seeking a results-oriented Financial Consultant. This role involves engaging clients to understand their financial objectives and providing tailored advice and strategies, leveraging financial expertise for solutions...
- ...professionals who combine an interest in technology with a solid financial background and are eager to grow through new challenges. As a... ...systems, regulatory reporting, investment management, or consulting, with insurance and Solvency II exposure considered a strong plus...Remote workFlexible hours
- The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to...Hourly payWork experience placementImmediate start
$40 - $60 per hour
Overview Join to apply for the Financial/KYC Consultant role at Michael Page . This temporary role in New York offers a chance to make an impact in a dynamic environment while utilizing your expertise in relationship management and legal knowledge. The pay is based on...Hourly payContract workTemporary workLocal area- ...skills and cultures. At IRI, we know that our success is directly tied to our clients’ success. Job Description Job Title: Financial Consultant Location: New York ,NY Duration: 5+ MONTHS This role is a temporary consultant position in the Finance department for ActiveHealth...Temporary work
$20 - $31 per hour
...Financial Consultant Associate We are seeking a Financial Consultant Associate. The Financial Consultant Associate will perform administrative duties and provide support to the Financial Consultant of Wealth Management. Responsibilities Answering general queries...Work experience placementWork at office- ...the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial... ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing...
- 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...
- 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...Part timeImmediate start
$110k - $140k
Job title: Workday Financials Senior Consultant Job Summary: Next Generation, Inc, an Equal Opportunity employer, is seeking a Senior professional with Workday certification in Budgets, Customers or Projects , for a remote role with infrequent on-site visits, who is experienced...Full timeRemote workFlexible hours- Huron Consulting Group Inc. is looking for an Associate in New York, NY. This role focuses on managing project work streams and delivering superior client communications. Candidates should have a Bachelor’s Degree and 1-2 years of experience in consulting or finance. The...
- ...advanced valuation models including DCF (WACC-based), trading comps, and precedent transaction analysis. Develop integrated 3-statement financial models, operating models, and 13-week cash flow forecasts. Create deal models such as LBO, merger models (base version), and...Remote job
$107k - $178k
## Financial Services-Senior ConsultantApplylocations: US - NY, New York: US - Remote (Any location)time type: Full timeposted on: Posted Todayjob requisition id: 39458**Job Family:**Management Consulting**Travel Required:**Up to 25%**Clearance Required:**None**What You...Temporary workWork at officeRemote workFlexible hours$128.09k - $192.14k
Collaborative Solutions, LLC is looking for a Workday Financials Senior Principal Consultant to lead financials engagements and resolve client issues effectively. The candidate should have a Bachelor's degree, Workday certification, and at least 5-7 years of experience...- A leading IT consultancy is seeking a Workday Financials Consultant in New York for a 12-month project. The role requires a strong Workday Financials background and excellent communication skills. Candidates must be able to work on-site in New York and tackle various enhancements...
- A growing financial services firm is seeking an Entry-Level Financial Consultant to work remotely and help clients with financial strategies. The ideal candidate will have strong communication skills, be self-motivated, and willing to obtain a state license. This position...Remote jobFlexible hours
$106.17k - $159.26k
Job Overview Cognizant is seeking a Workday Financials Principal Consultant with Financial Management systems experience and expertise. As a Principal Consultant, you will guide clients through the transformation, implementation and operation phases of a Workday implementation...Temporary workWork at officeLocal area- AgileEngine, LLC. is seeking a Senior Workday Financials Consultant in New York to provide delivery capacity within a high-performing Finance Solution Delivery team. This role involves hands-on configuration, troubleshooting, and collaboration to optimize Workday Financials...Remote jobFlexible hours
$95k - $150k
...firm in New York is seeking experienced professionals for its Financial Due Diligence practice to handle M&A transactions. You will employ... ...is a hybrid role offering competitive compensation between $95,000 - $150,000 plus benefits. #J-18808-Ljbffr Cross Country Consulting- A leading ERP solutions provider is seeking an experienced Epicor Implementation Consultant focused on financial modules and Avalara tax integration. This remote role requires deep expertise in corporate accounting, US/international tax compliance, and hands-on experience...Remote job
- A technology consultancy is seeking a Workday Senior Certified Financials Consultant to ensure successful implementation of Workday solutions across clients. The role involves leading discovery sessions, providing guidance for best practices, and mentoring junior consultants...Remote job
- A financial services firm is looking for motivated individuals to build flexible finance careers. The role involves consulting with clients on personalized financial strategies, working remotely with a flexible schedule. Full training and mentorship are provided, requiring...Remote jobFlexible hours
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