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
$102.5k - $187.9k
...a better working world.EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate... ...Fund, Wealth/Asset Management company or as a Management Consultant in one of these companies1-2+ years of hands-on Aladdin...SuggestedWork experience placementSummer holidayFlexible 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
- ...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
$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$102.8k - $188.4k
...comprehensive end-to-end support and advisory services, covering areas such as valuation... ...helping them navigate challenges, avoid financial pitfalls, and implement practical solutions... ...challenges.Work you’ll doAs a Senior Consultant on the Valuation & Modeling team, you will...Local area- ...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! Our employees work together with...Full timeWork at officeFlexible 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...
- 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
- Global Credit Union in New York seeks a dynamic Financial Services Representative II to deliver exceptional member experiences in person and over the phone. You will perform transactions, leverage product knowledge, and actively cross-sell to meet branch and business-line...
- Company DescriptionHow You’ll Make an ImpactAs an Advisor, Financial Systems, you will serve as a strategic partner within the Finance... ..., clean rooms, customer data platforms, loyalty and marketing services. Positioned at the center of Publicis Groupe, Epsilon helps brands...Temporary workFreelanceLocal areaFlexible 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...
$82.6k - $162.8k
...and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of... ...and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation...Local areaVisa sponsorship- ...leader and one of the fastest growing IT consulting firms with operations in US, Canada,... ...India. SAT is an Oracle Gold Partner, SAP Services Partner & IBM Certified enterprise.We guarantee... ...functional expertise with both Oracle Financial Services Analytical Applications (OFSAA)...
$110k - $125k
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals...Temporary workWorldwide- BCL Legal represents a chambers-ranked team within a leading platform, renowned for its active funds practice advising leading private equity firms and asset managers. The associate will handle liquidity transactions and secondaries matters, with exposure to continuation...
- ...Financial Solutions Advisor - Southern NJ Market Absecon, New Jersey;Toms River, New Jersey; Voorhees, New Jersey; Sewell, New Jersey... ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds •...Temporary workWork at officeMonday to FridayShift workDay shift
$45k - $100k
...anticipated to remain open for 30 days, from 03-Sep-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$130k - $150k
...Financial Planner We are seeking a Wealth Planning Specialist to serve as a dedicated planning and investments resource within our Private Banking division. This individual will work in close partnership with Private Bankers (PBs) across our New York, California, and...Work at officeLocal area$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...Full timeContract workFor contractorsWork at office- ...verifying insurance information, and collecting payments for financial responsibilities. The role also involves gathering and scanning... ...consent forms, and referring patients to the patient financial services department for potential Medicaid and/or financial aid...Monday to FridayShift workWeekend work
$50k
...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 clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ## Financial Advisor- (Brooklyn College), Brooklyn, NYPostulerremote type: Sur placelocations... ...need to leverage their experience to service the unique and complex needs of TD... ...retail and small business banking clients* Consultative sales experience required* Demonstrated...Temporary workWork at officeLocal areaWork from homeFlexible hours
$80k - $100k
...A leading financial services company in New York is seeking a Financial Advisor to help clients with personalized financial planning. Responsibilities include building clientele, educating clients, and managing financial plans. Ideal candidates will have a degree or relevant...- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...
- ...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...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs...Work at office- ...Forest Hills Financial Group, a Guardian Network member, is seeking a Financial Advisor in a hybrid role. Candidates must live in the... ...and develop tailored strategies across available products and services to help clients protect assets and plan for the future. Training...Live inWork at office
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about... ...: Offer ongoing financial planning and investment management services. Conduct Reviews: Regularly review and update financial...Temporary workLocal areaFlexible hours- ...Overview Our Financial Advisors act as advocates for clients and are committed to continually enhance, enrich, and serve their community... ...Advisor with National Financial Network you will gather, manage and service a book of investment-oriented clients by identifying and...Flexible hours
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