Financial Services Consultant
The Colie Group
If you’re a top-performing sales rep, you already know the reality of most industries: Income ceilings are real Compensation plans change without warning Promotions are limited Your success is tied to someone else’s system And no matter how hard you work… you’re still building someone else’s business. Now imagine applying those same sales skills in an industry where: You own your book of business You earn renewals year after year Your effort directly builds your future That industry is life insurance & financial services. The same skills that make you successful now transfer directly: Relationship-driven selling Communicating value and simplifying complex solutions Building and managing a pipeline Handling objections and closing with confidence This isn’t starting over - it’s leveling up. The Market Opportunity Miles of families are uninsured or underinsured The industry generates over $1 trillion annually A massive wave of agents are retiring Which means one thing: opportunity is wide open. What This Opportunity Offers Leadership and ownership opportunities Who This Is For This opportunity is best suited for sales professionals who are: Tired of income ceilings Ready to build something that lasts Commission-Based |U.S. Only #J-18808-Ljbffr
$59.5k - $163.14k
...Financial Services Consultant Location: New York, Manhattan As a Financial Services Consultant at New York Life, you’ll provide clients with education, strategies, and products to secure their financial future, while building your own rewarding career. In this client-based...SuggestedFull timeContract workWork at officeLocal areaImmediate startRemote workFlexible hours- ...Financial Services Representative Employment Type: Full-Time, Part Time, Contract Compensation: Performance-based (details provided during... ...willingness to obtain Experience working with clients in a consultative environment What We Offer Structured training and...SuggestedFull timeContract workPart timeFlexible hours
$4,000 per month
...Commission. Responsibilities Connect and understand potential client financial need in both wealth protection and wealth accumulation. Advise... ...client to make an informed decision. Assist in after sales services including claim, policy renewal. Review and update client...SuggestedPermanent employmentWork at office- ...We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. Role consists... ...license if you do not have one yet. 2-3 years of customer service/client interaction recommended (not required) Schedule: You...SuggestedPart timeImmediate start
- ...Job Description Job Description Financial Services Consultant – Loan IQ At ABeam Consulting, you will be a part of the next digital revolution. ABeam's success is created from the contributions of each of our valued employees. At ABeam, you are not just a number...SuggestedFull timeWork at officeFlexible hours
$107k - $178k
Guidehouse is seeking a highly motivated consultant to join our Commercial Financial Services Advisory practice. This role offers the opportunity to work with leading financial institutions to address complex business challenges, drive transformational initiatives, and...Temporary workFlexible hours- A leading financial services firm is seeking a Financial Services Consultant in New York. This hybrid role involves educating clients on financial products and building a personal practice with the support of a Fortune 100 company. The consultant will provide customized...
$48k - $96k
Entry-Level Financial Professional Great Northern Financial | Remote | Part-Time or Full-Time (1099) Always wanted to explore a career in... ...problem. Have you ever worked in fast food, retail, customer service, or management and thought, “I could run this place better”? Maybe...Full timePart timeFor contractorsRemote work- Financial Service Consultant - Capital Markets Sia is a next-generation, global management consulting group founded in 1999. Our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We help clients initiate...H1bWork at officeWorldwideVisa sponsorshipWork visaFlexible hours3 days per week
$100k - $150k
...━━━━━━━━━━━━━ ▼▼ Position 1: PM / PMO / Business Analyst (Financial Services)▼▼ • Location: New York Area (Hybrid / On-site) ━━━━━━━━━━... ...━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼▼ Position 2: PM / ERP Consultant (SAP S/4HANA) / MES Consultant / Network Engineer ▼▼ • Location...Full timeRemote workOverseasVisa sponsorshipWork visa$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 hours$84k - $202k
...The Opportunity As a Risk Consulting - Financial Services Senior Associate Intern, you will engage in a dynamic environment where you will support teams and participate in projects, focusing on learning and gaining exposure to PwC's practices. You will perform basic tasks...Summer workInternshipH1b$77k - $84.7k
...Position Summary Within the Office of Financial Aid (OFA),this three year, limited termFinancial Aid Counselor role will be dedicated to providing outstanding service and advising to applicants, admitted and current students, families, and community members on our...Work experience placementWork at officeRemote work- ...Network is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry.As a Financial Representative you will work to help individuals and businesses...Permanent employmentTemporary work
- ...is rapidly expanding - our office in New York City isseeking financial representatives to continue our consistent, sustainanble growth... ...insurance, annuities, investment products and advisory products and services.We work directly with our clients to deliver consistent and...Work at office
- ...Financial Aid Advisor is a remote review track for evaluating AI outputs across finance and risk workflows. Reviewers grade calculations, narrative reasoning, and policy adherence; flag compliance and reconciliation issues; and document the correct treatment so the modeling...Hourly payFor contractorsWork experience placementRemote work10 hours per week
- ...micro1 is looking for Financial Aid Advisors to help evaluate and improve AI systems on federal student loan topics. You'll use your... ...repayment (IDR) plans and forgiveness programs such as PSLF. Cover servicer issues, deferment and forbearance, and default management in...Work at office
$30 - $50 per hour
$30 - $50/hour Remote Role Title: Financial Aid Advisor Role Type: Contractor Location: Remote Time Commitment: 15-25 hours/week, short-term project the team is looking for Financial Aid Advisors to help evaluate and improve AI systems on federal student loan topics. You...Temporary workFor contractorsRemote work$28.53 - $38.51 per hour
...with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for... ...Includes: Minimum of 1 year’s experience as a customer service provider in a professional environment. Ability to demonstrate...- ...forms of Federal Student Aid Provides a high level of customer service, ensuring that the student is packaged with funding to access courses... ...solving and regularly works with basic math skills to review financial aid package information to ensure correct processing. Seeks out...Work at officeRemote workFlexible hours
- ...Investment Advisor (RIA), is seeking an ambitious and analytical Financial Planning Associate to join their team. This is an outstanding... ...'s advisors in delivering comprehensive financial planning services and helping clients achieve their long-term financial goals....Internship
$140k - $160k
...work in close partnership with Private Bankers (PBs) across our New York, California, and Florida markets, providing sophisticated financial planning analysis and investment advisory support for HNW and UHNW clients. Spanish language proficiency is highly desirable. We...Work at officeLocal area- ...In this entry level role Financial Aid Advisor will have the opportunity to make a difference by uploading and scanning student documents... ...financial aid eligibility, while providing quality customer service. A Financial Aid Advisor performs at a entry level in all core...Work at officeFlexible hoursAfternoon shift
$67.5k
...Financial Aid Advisor Founded by the Sisters of Charity of New York, the University... ...coordination with the Higher Education Services Corporation (HESC). Coordinate verification... ...Zoom or similar platforms), telephone consultations, and Email/SMS communications, group...Work at officeWeekend workAfternoon shift$69.8k - $132k
...are the leading provider of professional services to the middle market globally, our... ...resort, hotel and hospitality accounting and financial operations business issues? Are you looking... ...? If so, RSM's Accounting and Finance Consulting (AFC) practice’s National Gaming and...Full timeWork experience placementInternshipLocal areaFlexible hours- ...Role Title: Financial Aid Advisor Role Type: Contractor Location: Remote Time Commitment: 15-25 hours/week, short-term project our partner... ...(IDR) plans and forgiveness programs such as PSLF. Cover servicer issues, deferment and forbearance, and default management in your...Contract workTemporary workFor contractorsWork at officeRemote workWorldwide
- ...Full-time Description Position Summary The Financial Aid Representative plays a critical role in supporting students... ...student financial aid records. This role requires strong customer service, attention to detail, regulatory knowledge, and collaboration across...Full timeWork at officeAfternoon shift
- ...environment, which is presenting people with once-in-a-generation financial challenges. Origin is tackling this problem head on by... ...relationships through meetings, answering messages, providing exceptional service, and addressing their financial concerns Product Knowledge and...Hourly payPart timeRemote workFlexible hours
- ...and remote schedules for added flexibility.Position SummaryThe Financial Aid Counselor is responsible for assisting students and their families... ...understanding of financial aid regulations, excellent customer service skills, and the ability to provide accurate guidance on...Remote workAfternoon shift
$100k
...Capital Group.” As a Private Wealth Advisor on our Private Client Services team, you will work directly with clients to cultivate and... ...is ideally suited to navigate ongoing changes in the financial services industry and to address competitive forces. We recently...Full timeTemporary workLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Consultant. Be the first to apply!
- financial advisor associate New York, NY
- financial planning associate New York, NY
- financial advisor internship New York, NY
- wealth advisor associate New York, NY
- financial consultant New York, NY
- finance associate New York, NY
- senior financial advisor New York, NY
- associate leveraged finance New York, NY
- project finance associate New York, NY
- finance operations associate New York, NY




