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
$130k - $205k
...just on paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity.With deep... ...and Execution sub service line, the Deal Management - Financial Services practice works on the most complex and high-...SuggestedWork experience placementSummer holidayWork at officeImmediate startFlexible hours- We are:Finance Reinvention and we help the world's leading Financial Services organizations reinvent finance with AI at the core. We provide... ..., FP&A, financial analysis, or EPM implementation — in a consulting, professional services, or corporate finance environmentBachelor...SuggestedFull timeLive inWork at officeLocal area
$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- ...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...SuggestedH1bWork at officeWorldwideVisa sponsorshipWork visaFlexible hours3 days per week
- ...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...Suggested
$48k - $96k
...Entry-Level Financial Professional Great Northern Financial | Remote | Part-Time or Full-Time (1099) Always wanted to explore a career... ...No 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 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...Full timeContract workPart timeFlexible hours
$122k - $204k
...Management Consulting PositionAs a Managing Consultant in Guidehouse's Commercial Financial Services practice, you will leverage your subject matter expertise and experience to drive results as an individual contributor and team member. You will have responsibility to...Work at officeLocal areaFlexible hours3 days per week- ...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...
$84.6k - $155.1k
...comprehensive end-to-end support and advisory services, covering areas such as valuation... ...helping them navigate challenges, avoid financial pitfalls, and implement practical solutions... ...and challenges.Work you’ll doAs a Consultant on the Valuation & Modeling team, you will...Local area- ...comprehensive end-to-end support and advisory services, covering areas such as valuation... ...helping them navigate challenges, avoid financial pitfalls, and implement practical solutions... ...and challenges.Work you’ll doAs a Consultant on the Complex Securities team, you will...
$150k - $200k
...Description Bring your expertise to a new asset class: as a Senior Financial/Investment Advisor at Masterworks, you'll advise high-net-... ...\n \n Serve as a trusted advisor to investors, delivering consultative guidance on blue-chip art as an alternative asset \n Own...- ...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
- ...goals to provide a sense of security and safety surrounding their financial life. Develop meaningful long-term mutually beneficial... ...appearance and work ethic ~1-2 years of sales/business or customer service experience preferred ~ Self-motivated, goal-oriented, and...Full timeLive inWork at office
- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering... ...offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients...Full timeWork experience placementWork at officeLocal areaFlexible 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...Permanent employmentWork at office- ...Fifth Avenue Financial, a MassMutual firm, is seeking financial advisors to join our team. Our most successful advisors have strong sales... ...customer financial situations and provide tailored financial services and insurance products Develop customized financial plans...
- ...Financial Advisor — Established Book Required ($40M+ AUM) This opportunity is intended for established Financial Advisors only. To be considered... ..., and win. You will leverage Procyon's full platform—dedicated service, planning, investment, and specialist teams—to scale your...Full timePart timeWork at officeWork from homeMonday to Friday
- ...Financial Advisor Trainee – Build a Business, Not Just a Book Port Jefferson, Long Island, NY | In-Office 100% Commission | Uncapped... ...a confidential search on behalf of an independent financial services firm in Port Jefferson, Long Island seeking ambitious professionals...Full timeTraineeshipWork at office
$130k
...Are you looking for a financial advisory role where advice truly comes first? Do you want to work with sophisticated clients, deliver comprehensive planning, and build long-term relationships in a collaborative, fee-only fiduciary environment? Altfest Personal Wealth...Full timeWork at officeRemote workFlexible hours$100k - $150k
...specialize in helping driven professionals transition into financial services - and build careers that compound over time , financially... ...Management • Education • Military • Operations • Athletics • Consulting • Customer-facing roles · No prior financial services experience...Full timeWork at office3 days per week$60k - $110k
...Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan office. This is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career-changers...Full timeWork experience placementWork at officeRelocationMonday to Friday- 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...Part timeImmediate start
- 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 Description Taos Global Group Inc. is a comprehensive financial services firm that includes Taos Insurance Agency, TZG Accounting LLC, and Taos Investment Advisors LLC. The company is committed to delivering outstanding customer service and helping clients prepare...Full timeWork at office
$120.56k
...Experienced Financial Professional Take your career further with the backing of a Fortune 100 industry leader. At New York Life... ...Specialize in key areas, pursue leadership, or expand into advisory services with Eagle Strategies LLC.⁵ • Autonomy: Work from a New...Full timeContract workPart timeWork at officeFlexible hours- ...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- ...decades, presenting a unique opportunity to establish financial planning and advisory services for business owners who are Baby Boomers or members of... ...markets \n A background in financial services, banking, consulting, accounting, insurance, employee benefits, B2B sales,...Contract work
$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
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