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
$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$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- ...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
- ...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
- CCSi in New York seeks a financial services leader to enhance fiscal strategies for human-centered organizations. The role emphasizes collaboration with executive leaders, mentoring staff, and ensuring exceptional client service. Candidates should possess an advanced degree...Suggested
- 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...
- Financial Services Consultant - Loan IQ Candidate will be responsible for supporting data migration activities for the Loan IQ system. The role involves preparing structured data from source documents (such as PDFs and Excel files) and migrating the data into Loan IQ using...Work at officeFlexible hours
- Guidehouse in New York City is seeking a Senior Consultant to join its Commercial Financial Services practice. You will analyze problems, build solutions, and support implementation on client engagements. Responsibilities include conducting research, producing client-ready...
- Workiva Inc. is seeking a Senior Solution Consultant to provide pre-sales support within the Financial Services sector. This role requires expertise in translating complex client needs into effective solutions while engaging prospects through virtual and onsite meetings...Remote jobFlexible hours
- 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
$102.5k - $187.9k
...better working world. E Y is a leader in serving the global financial services marketplace and the only professional services firm with a... ...Hedge Fund, Wealth/Asset Management company or as a Management Consultant in one of these companies 1-2+ years of hands‑on Aladdin...Work experience placementSummer holidayFlexible hours- ...Financial Counselor – Job Description The role functions within the Patient Financial Services department at Albert Einstein Medical Center, providing financial counseling and assistance for patients, handling registration and billing tasks, and ensuring collection goals...Temporary workWork at officeFlexible hours
$65k - $70k
...Role Description The Financial Counselor will be responsible for leading the Rockaway Village Financial Counseling Program based at the Far Rockaway Opportunity Center. They will host monthly financial literacy workshops, conduct outreach, and hold one‑on‑one sessions...Work at officeWork visaMonday to FridayAfternoon shift$21.5 - $28 per hour
...Responsibilities The Financial Counselor for PraireCare Programs in Minnesota is responsible for providing patients/guarantors with a... ...insurance eligibility checks for upcoming and scheduled appointments/services to validate coverage and network exceptions. Include alerts on...Work at officeLocal areaRemote work- ...CCRM Fertility Patient Financial Counselor CCRM Fertility, a leader in fertility care... ...first of the month following 2 months of service) ~ Basic & Supplement Life Insurance... ...proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in...Hourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
- ...Coordinator to step into our fast-paced facility! Summary The Financial Counselor is responsible for raising awareness of affordable insurance... ...assistance to uninsured patients and residents in areas of service. The Financial Counselor performs their duties within the...Full timeMonday to FridayFlexible hoursAfternoon shift
- ...practice partner of Together Women's Health is seeking a part‑time Financial Counselor. The Financial Counselor serves as the primary... ...Policy to ensure patients are aware that payment is due at time of service. Maintains tracking of patients on schedule, ensuring that...Part time
$130k - $150k
...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. Key...Work at officeLocal area- ...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
$45k - $100k
...anticipated to remain open for 30 days, from 11-Feb-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We... ...or similar 4-8+ years experience in a client-facing financial services roles Experience with in depth tax planning and building tax projections...Work at officeRelocationMonday to FridayFlexible hours
- ...Financial Aid Counselor – Loans and Federal Work Study When you join the SUNY Corning Community College (CCC) team, you are helping to... ...program requirements including accurate job descriptions, community service, and literacy requirements. Develop and maintain the work-study...Summer workWork at office
$100k - $150k
...Financial Advisor page is loaded## Financial Advisorlocations: Little Silver, NJtime type: Full timeposted on: Posted Yesterdayjob requisition... ...provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and...Full timeTemporary workWork at officeFlexible hours$75k - $90k
...for hybrid in-office schedule is three days a week, typically Tuesday, Wednesday, and Thursday. Foot Locker, Inc. is hiring three Financial Planners to join our team! This role's main function is to unite the product merchandise vision with the divisional financial strategies...Temporary workSeasonal workWork at officeFlexible hours3 days per week- ...our investors, our communities and the planet we all share. The Financial Planner is a contributing member of HSBC’s Wealth Planning and... ...and family office specialists, who together provide advisory services to HSBC individual and family clients. The Financial Planner...Work at office
- ...Financial Advisor page is loaded## Financial Advisorlocations: State College, PAtime type: Full timeposted on: Posted Todayjob requisition... ...customers. The incumbent provides the highest quality service to every customer.**Primary Responsibilities:**Manages and services...Work at office
$135k - $145k
...Management, a leading independent Wealth Management firm, is seeking a Financial Advisor to help formulate and implement comprehensive... ...for Financial Advisors in 2024 and 2025. Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written...Temporary work$100k - $150k
...the change you’ve been looking for. At Strategies for Wealth , we specialize in helping driven professionals transition into financial services - and build careers that compound over time , financially and personally. Who We Are Comprehensive planning across insurance,...Work at office3 days per week- ...Financial Advisor Job Duties Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of... ...and Wealth to increase referrals. Provides financial planning services by advising the customer on the advantages and disadvantages of...
- ...individuals to the $2.2 trillion art market. Masterworks has been covered by The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, we achieved unicorn status with a $110M...
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