Financial Consultants Team Leader
GuideStone Financial Resources
GuideStone Financial Resources is seeking a Manager, Financial Consultants based in Dallas, TX. The role includes leading a team of financial consultants, overseeing daily operations, and driving client engagement strategies. Ideal candidates have at least 3 years of experience in financial services and possess strong leadership and communication skills. The position requires a Bachelor’s degree and the ability to obtain securities licenses within 6 months. Flexible work schedules and generous benefits are offered. #J-18808-Ljbffr GuideStone Financial Resources
- A leading technology consultancy in Texas seeks a Senior Principal Consultant for Workday Financials and Professional Services Automation. The candidate will lead cross-functional teams, manage day-to-day operations, and optimize financial processes. With a bachelor's...Suggested
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- ...Vanguard offers. We’re excited to offer an opportunity for a Financial Consultant to join our mission of empowering our clients to take... ...Serve as a liaison between clients, advisors, and service teams to ensure each experience is smooth, supported, and aligned...Suggested
- ...professional position, you'll collaborate with a multidisciplinary team to provide the very best imaging services, which include... ...the Staff Technologist and support staff. In addition, the Team Leader supervises, directs, and evaluates the activities of personnel....SuggestedMonday to FridayShift work
$10k
...have to wear the "many hats" of a typical Financial Professional. No prospecting required.... ...portfolio decision-makers, auxiliary research teams, client service associates, and renowned... ...unparalleled service ~ A thoughtful consultative approach with an emphasis on client...SuggestedWork experience placementWork at officeWork from home$10k
...have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use... ...decision-makers, auxiliary research teams, client service associates, and renowned... ...equivalent work experience ~ A thoughtful consultative approach with an emphasis on client...Work experience placementWork at officeWork from home- ...Financial Consultant Dallas, TX| Remote & Hybrid Flexibility | Training Provided Build a Career With Long-Term Income Potential We are expanding... ...professionals Opportunity to work independently while having team support This role is ideal for individuals looking to create...Full timePart timeFor contractorsRemote workFlexible hours
$66k
...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized,... ...are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community...Local area$72.8k - $130k
...healthier lives. The work you do with our team will directly improve health outcomes by... ...within the 340B finance team supporting financial planning, forecasting, reporting, and strategic... ...Partner cross-functionally with business leaders to provide financial guidance, support...Minimum wageFull timeWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift work$68k - $75k
Water Utility Financial Analyst/Consultant Key Roles Develop financial models in Microsoft Excel to help utilities forecast their costs, revenues,... ...large (and often messy) data sets What We Offer Join our team of experts dedicated to making a positive impact on our clients...Full timeWork at officeLocal areaWork from homeWork visaFlexible hours2 days per week- Description & Requirements The Strategy & Finance Healthcare Consulting team empowers healthcare leaders to deliver quality care, invest in growth, and address... ...comprehensive performance assessments, including financial, operational, and clinical benchmarking, as well as...Work at office
- ...Capital is built to help businesses and their leaders. Our depth of knowledge and expertise... .... While we are rooted in core financial products, we are differentiated by our approach... .... For more information about joining our team, please visit us at...Work at officeImmediate startDay shift
- ...credit cards, CDs, personal/business loans, and ideally other financial services Comfortable with outbound customer calls and has a Sales... ...and written, with the ability to speak concisely Must be team-oriented Ability to be influential and establish positive working...Contract workFor contractorsWork at office
- Atlasfinancialsolutions Co is looking for a Financial Consultant in Dallas, TX. This role involves working with clients to create financial strategies, with flexible remote and hybrid work options. The position offers a commission-based compensation structure, ongoing...Remote jobFlexible hours
$85.2k - $145.2k
Overview The Financial Solution Consultant is an integral member of the strategic implementation organization. The SC is responsible for successful... ...the deployment of the RealPage solutions. This team member works directly with customers and internal stakeholders...Flexible hours$70.6k - $103k
The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional...Hourly payWork experience placementImmediate start- The Workday Financials/Professional Services Automation Senior Principal Consultant - Global Application Managed Services (AMS) is a well‑experienced post‑production professional... ...sight, and roll‑up‑your‑sleeves work ethic to a team with a positive, can‑do attitude, a...Permanent employmentContract workLocal area
- About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada, Mexico...Remote jobExtra incomePart time
- Vanguard is seeking a Financial Consultant to empower clients in achieving their financial futures. The role involves engaging leads, conducting financial needs analyses, and managing a diverse book of business. The ideal candidate will have strong consultative sales skills...
- ...We bring together investment management, financial planning, and tax strategy in one... ...fiduciary responsibility. At CORDA, our team shares a common purpose: helping clients... ...connect! Business Development / Financial Consultant We’re seeking a business development-minded...Permanent employment
- Goldman Sachs is seeking a seasoned recruiter to join the Private Wealth Management Experienced Hire Recruiting Team in the US to lead end-to-end talent acquisition for private wealth advisors. The role requires deep wealth management knowledge, strong stakeholder relationships...
- A financial advisory firm in Dallas, Texas, is seeking a Managing Associate / Financial Advisor to grow a personal client practice while mentoring new advisors. The ideal candidate will have 3-5 years of experience, active Series 7 and Series 66 licenses (or be willing...
- A financial consulting firm based in Dallas is seeking a skilled Consultant Controller to manage all aspects of financial operations. The ideal candidate will have a Bachelor's degree in Accounting or Finance, with a CPA preferred, and proven experience as a Controller...
$91.7k - $163.7k
...Senior Financial Consultant This position is national remote. You'll enjoy the flexibility to telecommute from anywhere within the U.S. as... ...millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people...Minimum wageFull timeContract workWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift work$72.8k - $130k
...Financial Consultant This position is national remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take... ...of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with...Remote jobMinimum wageFull timeWork experience placementLive inWork at officeLocal areaMonday to FridayShift work- A leading financial institution in Dallas is seeking a Private Banker - Managing Director to provide exceptional wealth management services... ...offers competitive compensation and opportunities for professional growth within a prestigious team. #J-18808-Ljbffr JPMorganChase
- ...manage a portfolio of business clients. You will develop and execute plans to expand loans and deposits, while delivering personalized financial solutions and exceptional service. You will build long-term relationships with prospects and clients, cross-sell banking products,...
- A trusted financial services company is seeking a part-time Financial Consultant in Dallas, Texas. This role allows you to educate clients on financial options while enjoying the flexibility of remote work. Ideal candidates will have a valid state life insurance license...Remote jobPart time
- ## Associate Financial Consultant (AFC National Plan Event Team)Applyremote type: Hybrid Flexlocations: Dallas, TX, USAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 31, 2026 (28 days left to apply)job requisition id: R260600330The Associate...Hourly payWork experience placementWork at officeImmediate start
- ## Senior Manager, Financial ConsultantsApplylocations: Dallas, TXtime type: Full timeposted... ....The **Senior Manager, Financial Consultants** provides leadership, direction, and accountability... ...Ownership*** Lead and develop a team of financial consultants to achieve defined...Work experience placementFlexible hours
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