Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Solutions Consultant

GSD Search LLC

GSD Search LLC is seeking a Product Consultant to handle inquiries from clients and financial advisors about annuities and investments. The role emphasizes educating clients on products, procedures, and regulations while maintaining high service levels. The ideal candidate will have a Series 6 or 7 license, 3+ years of customer service experience, and strong communication skills. This position requires precise documentation and teamwork within a compliant framework. #J-18808-Ljbffr GSD Search LLC

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Solutions Consultant in Zionsville, IN vacancy
  • As a Workday Financials Integrations Developer Consultant, your primary responsibilities may include: Lead the design of integrations from point to point...  ...at the forefront of designing and delivering Workday solutions that push boundaries and create new opportunities for... 
    Suggested
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    4 days ago
  •  ...unlock hidden value and deliver innovative solutions. Empowered with innovative tools,...  ...bring the core capabilities of a Workday Financials / FDM Lead, with a particular focus on...  ...objectives.As a Workday Record to Report Consultant your primary responsibilities may... 
    Suggested
    Full time
    Contract work
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    3 days ago
  •  ...unlock hidden value and deliver innovative solutions. Empowered with innovative tools,...  ...integrated, payroll, cloud-based HR and financial management solutions that put organizations...  ...a Workday Workday Financials P2P/WSS Consultant, your primary responsibilities may... 
    Suggested
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    19 hours ago
  •  ...throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans,...  ...time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible... 
    Suggested
    Full time
    Local area
    Monday to Friday

    OneMain Financial

    Zionsville, IN
    19 hours ago
  •  ...conversation skills. Delivers client well-being through tailored solutions aligned with clients' wholistic needs, including deposits,...  ...to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Zionsville, IN
    2 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With...  ...building Adaptable to new information seeking the right solutions for clients Comfortable in your ability to think critically... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Carmel, IN
    19 hours ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to...  ...Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Carmel, IN
    4 days ago
  •  ...Financial Advisor Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management...  .... For more advanced questions, being able to research solutions and/or work with other team members to find an answer. Ability... 
    Temporary work
    Work at office

    Valeo Financial Advisors LLC

    Carmel, IN
    2 days ago
  •  ...Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the...  ...products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Zionsville, IN
    4 days ago
  • Inbound Financial Sales Representative Location: Zionsville, Indiana Time Type: Full time Job Description Group...  ...sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based position responding to agent and broker... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Home office

    Tech Sales Jobs

    Zionsville, IN
    4 days ago
  • $1,000 per month

     ...a client's home. Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower...  .... Ability to seek out new and creative ways to provide solutions to the customer's needs. Ability to demonstrate solid selling... 
    Local area

    NewRez LLC

    Zionsville, IN
    2 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients...  ...Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual’s proprietary... 
    Work at office

    UNAVAILABLE

    Carmel, IN
    2 days ago
  •  ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and...  ...to leverage that information in creating customized customer solutions.Managing Risk - Assessing and effectively managing all of the... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Carmel, IN
    2 days ago
  •  ...than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations...  ...You blend deep functional knowledge of Financial General Ledger and Sub-ledger processes...  ...CFO priorities into scalable solutions that drive enterprise value, controls,... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    4 days ago
  •  ...than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations...  ...You blend deep functional knowledge of Financial General Ledger and Sub-ledger processes...  ...CFO priorities into scalable solutions that drive enterprise value, controls,... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    4 days ago
  •  ...contribute to the company's success. As a Financial Advisor within PNC Wealth Management you...  ...guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive...  ...their goals. Job Description Consults on investment and insurance strategies,... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Carmel, IN
    2 days ago
  • $20.67 - $31.25 per hour

     ...conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling...  ...and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required... 
    Hourly pay
    Work experience placement
    Day shift

    KeyBank

    Carmel, IN
    26 days ago
  • $41.5k - $65.5k

     ...customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively...  ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Carmel, IN
    2 days ago
  • $18 - $22 per hour

     ...and Illinois, offering a full range of financial services-from personal and business banking...  ...to agricultural lending and mortgage solutions. Our mission is simple: deliver...  ...the 2-2-2 process Conduct financial consultations with customers and take applications for... 
    Full time
    Temporary work
    Work at office
    Local area
    Night shift

    First Farmers Bank and Trust Company

    Carmel, IN
    2 days ago
  •  ...customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Carmel, IN
    3 days ago
  •  ...wealth and commercial banking team. This is an excellent opportunity for a client-focused professional to deliver personalized financial solutions to high-net-worth individuals and business owners while leveraging the strength, sophistication, and stability of a premier... 

    Park Avenue Group

    Carmel, IN
    1 day ago
  • $17 - $29.75 per hour

     ...relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for...  ...and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the... 
    Immediate start

    Old National Bank

    Carmel, IN
    4 days ago
  •  ...customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Carmel, IN
    1 day ago
  •  ...we live and work. We are the industry-leader for building SAP solutions and we’re curious and always learning. We’re building the smartest...  ...of ideas, experiences and backgrounds.You are a confident Consultant who spots and stays ahead of the SAP platform, industry and Finance... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    4 days ago
  • We Are:In Consulting we work with C-suite executives, leaders and boards of the world’s leading organizations, helping them reinvent every...  ...functional expertise are supported by proprietary assets and solutions that help organizations transform faster and become more... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    3 days ago
  • WealthBridge Financial Group is seeking a results-oriented Wealth Management Consultant to join our team. You will engage with clients to understand their financial objectives...  ...financial expertise to offer comprehensive solutions, including investment opportunities,... 

    Wealthbridge-Financial-Group

    Westfield, IN
    1 day ago
  •  ...advisory firm serving individuals and institutions Industry Financial Services Type Privately Held About the Role The...  ..., with a focus on delivering comprehensive wealth management solutions. This role is ideal for a polished advisor with over 10 years... 

    Confidential

    Carmel, IN
    1 day ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Carmel, IN
    1 day ago
  •  ...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of...  ...to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of... 
    Full time
    Part time
    Work experience placement
    Work at office

    PNC

    Carmel, IN
    4 days ago
  •  ...implementation of improvements;Direct client and consultant interaction;Organize team meetings;...  ...challenges, and bring about viable solutions that provide the best results. YOUR...  ...also provides fund administration and financial reporting services. We mentor and develop... 
    Work at office

    alterDomus

    Carmel, IN
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Solutions Consultant. Be the first to apply!