Wealth Planning Consultant
Soteria Reinsurance Ltd.
Soteria Reinsurance Ltd. is looking for a dedicated Planning Consultant to join their team in the United States, Kentucky. In this role, you will provide world-class financial planning experiences and deepen client relationships. You will need to have at least 2 years of financial services experience and be licensed with FINRA Series 7 and 66. Your responsibilities include conducting joint client consultations, mentoring peers, and using innovative technologies to maximize efficiencies. This position offers a competitive rewards package and a supportive work environment. #J-18808-Ljbffr Soteria Reinsurance Ltd.
$140k - $200k
...New York Life is seeking an Advanced Planning Consultant responsible for achieving over $25,000 in premium sales nationwide. This fully remote role requires candidates to reside in Kentucky, Ohio, Indiana, or Michigan. The consultant will drive case production through...SuggestedRemote work$65 - $75 per hour
Overview Client: Very Well-Known Organization Role: Capital Planning & Financial Modeling Consultant Pay Rate: $65-$75/hour Location: NYC Type: Contract Job Description: A reputed Client is seeking a senior Capital Planning & Financial Modeling Consultant with 10+ years...SuggestedContract work$90 - $140 per hour
...Description Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in FP&A, strategic... ...analysis, board packages, management reporting, headcount planning, unit economics, and operating models Evaluate financial...SuggestedRemote jobHourly payWeekly payJob sharingContract workPart timeFor contractorsFlexible hours$66k - $125k
...of developing lifetime relationships with Fidelity. As a Planning Consultant, you will provide a world-class planning experience, uncover... ...Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands...SuggestedWork from home$72.25k - $90k
...Adaptive Planning Consultant Locations: Atlanta; Boston; Charlotte; Chicago; Dallas; New York Company Overview We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through...SuggestedWork at officeLocal areaRemote work2 days per week$60k - $70k
...Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher... ...believe you will too. About the Role The Retirement Plan Consultant will provide objective guidance that is aligned with the needs...Hourly payLocal areaImmediate startRemote workRelocation$80 - $110 per hour
...Description Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in FP&A, corporate... ...modeling, management reporting, and structured finance planning workflows. This role supports current and upcoming remote consulting...Remote jobHourly payWeekly payJob sharingContract workPart timeFor contractorsFlexible hours- ...ZS is a place where passion changes lives. As a management consulting and technology firm focused on improving life and how we live it... ...passion to drive life-changing impact to ZS. Strategy Insights & Planning Consultant ZS's Insights & Analytics group partners with...Work experience placementLocal areaWork from homeWorldwideFlexible hours
- ...digital solutions firm in New Jersey is seeking an experienced SAP Consultant to lead the design and implementation of SAP PP and MRP in S/4... ...IBP and APO systems. A strong understanding of Consumer Goods planning processes and excellent stakeholder management skills are...
- ...culturally diverse group of employees, working in more than 100 countries, in a variety of challenging roles. Position Overview The Plan Review Consultant I is a position for office engineering activities related to plan review of standard construction, equipment, occupancy,...For contractorsWork at officeFlexible hours
- TXU Energy seeks a skilled professional to prepare training materials and conduct training for standard and new procedures. Responsibilities include recommending actions for existing situations and serving as a technical expert. The ideal candidate should hold a Bachelor...
- ## Planning Consultant - Cleveland East, OHApplylocations: 200 PINECREST DRIVE ORANGE, Ohiotime type: Full timeposted on: Posted Todayjob requisition... ...Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands...
- WSP seeks a Freight and Logistics Senior Consultant to join their Advisory Services team. This position involves supporting public-sector clients in developing state rail and freight plans, requiring strong technical writing skills and 7-10 years of relevant experience....
- ...ZS is a place where passion changes lives. As a management consulting and technology firm focused on improving life and how we live it... ...changing impact to ZS. What you'll do: Strategy Insights & Planning Consultant in the Insights & Analytics Group will create...Work at officeLocal areaWork from homeWorldwideFlexible hours
$28.85 - $33.65 per hour
Bank of America is hiring for a financial advisory role located in New York, NY. The position requires building financial plans with investment products, recommending banking strategies, and managing client relationships. Candidates should possess a high school diploma...Hourly pay- ...America in New York is looking for a financial advisor to provide tailored advice to clients. This role focuses on building financial plans, recommending brokerage products, and meeting with clients to discuss their financial goals. The ideal candidate should have at...
- ShoreHaven Wealth Partners is seeking a motivated Financial Planner to enhance client relationships and deliver personalized financial planning services. The role involves developing customized financial plans, assisting clients through significant life events, and collaborating...
- ...dedicated financial advisors to join their team. This role offers the opportunity to empower clients through innovative financial planning, helping them achieve their dreams. As a vital partner in their financial journey, you will craft personalized plans and adapt them...
- ...organization in Kentucky is seeking financial representatives who will provide financial guidance to individuals and create tailored financial plans. The ideal candidate will show integrity, leadership skills, and a passion for improving members' lives. This position offers...
- Strategy Insights and Planning Associate Consultant (Insights & Analytics group) Responsibilities Leverage problem‑solving skills and frameworks to develop solutions to client business problems Assist in structuring and conducting market research (qualitative and/or...Full timeLocal areaWork from homeFlexible hours
- Overview ZS is a place where passion changes lives. As a management consulting and technology firm focused on improving life and how we live... ...areas of their business. What you’ll do Strategy Insights & Planning Consultant in the Insights & Analytics Group will… Leverage...Work experience placementWork from homeFlexible hours
- What you’ll do: Strategy Insights & Planning Associate Consultant in the Insights & Analytics Capability Group ZS's Strategy Insights & Planning teams partner with clients to design and deliver solutions to help them tackle a broad range of business challenges. Our teams...Local areaWork from homeFlexible hours
- Strategy Insights and Planning Associate Consultant - HEOR Evidence Generation As a HEOR associate consultant you will support projects involved in study design, evidence generation, and evidence communication. What you’ll do Leverage problem solving skills and frameworks...Work experience placementLocal areaWork from homeFlexible hours
$120k - $160k
Capgemini is seeking a Senior Consultant in AI Driven Supply Chain Planning. This role involves transforming supply chain planning capabilities, supporting client engagement workstreams, and applying AI insights to improve decision quality. Applicants should have 4-7 years...$70k - $80k
Bank of America is seeking a Financial Advisor in New Jersey to deliver tailored financial advice to clients. The role involves planning financial goals, recommending investment strategies, and building strong client relationships while managing complex tasks in a fast...- ...Job Description #LI-CM #LI-Hybrid Responsibilities We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. This role is responsible for driving new business growth by selling group retirement plan solutions, including...
$65 - $75 per hour
...Interim Capital Planning & Financial Modeling Consultant Location: New York, NY (2 days/week on site) Duration: 3 months (highest urgency in first month) Hours: Full-time, 8:30am–5:30pm Pay Rate: $65-75/hour Start: ASAP Overview Columbia University...Full timeTemporary workInterim roleImmediate start2 days per week$65 - $115 per hour
...Job Description Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in energy systems, power grid planning, transmission operations, distribution infrastructure, utility asset management, and structured energy...Remote jobHourly payWeekly payJob sharingContract workPart timeFor contractorsFlexible hours- ...Retail Merchandise Financial Planning | Contract | Remote / Hybrid (ET) About CapNexus CapNexus is a specialized technology consulting firm connecting high-caliber consultants with leading retail and consumer brands. We place experienced professionals...Contract workSeasonal workImmediate startRemote work
- Ascensus is seeking a Sales Consultant based in New Jersey to facilitate new relationships and drive sales in the retirement plan industry. The ideal candidate will possess a minimum of five years' experience and strong knowledge of ERISA and employee benefits services....Remote jobNight shift
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