14 Results for

Financial Consultant Jobs in South Pole, NY

Jobs

Plattsburgh, NY30+ days ago

We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance.

Plattsburgh, New York30+ days ago

Responsibilities: We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance.

New!

Burlington, VT4 days ago

Remote

$4,001–$6,300

In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).

New!

Burlington, VT4 days ago

Remote

$4,001–$6,300

If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this roleReal estate salesMortgage / lendingAuto salesTelecom / wireless salesB2B / SaaS salesTimeshare / vacation salesSolar / home servicesAny commission-based roleWhat you will be doing. Experienced reps typically hit $80,000 to $120,000 in year one — faster ramp than new agents due to existing sales skills.

Burlington, VT30+ days ago

$26.41–$33.95 Per Hour

The position plays a critical role in ensuring an outstanding client experience, supporting both internal and external stakeholders, including Financial Consultants, Wealth Management Advisors, and other members of the Wealth Management Division. This senior-level administrative role involves managing a wide range of confidential and high-responsibility office and administrative tasks, with a strong emphasis on delivering exceptional client service within the wealth management sector.

Burlington, VT30+ days ago

Grow Your Pipeline - Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business.

Burlington, Vermont30+ days ago

Grow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business.

Burlington, VT26 days ago

$124,320–$186,480 Per Year

As an Institutional & Specialty Pharmaceutical Sales Consultant, you will: Drive clinical demand, education, and sales by communicating the value of Asundexian in stroke prevention; Lead formulary access by navigating P&T committees and influencing protocol adoption across health systems; Build strategic relationships with priority institutions, including key stakeholders at the institutions (i.e., C and D Suite and Head of Pharmacy, Head of Quality), and neurologists; Develop territory business plans based on local market insights and collaborate with internal teams to support a successful launch; Demonstrate expertise and knowledge of disease state, the marketplace, competitors, industry, and cross-functional activities/plans, as well as possessing the analytical rigor to anticipate and identify business opportunities and challenges; Analyze competitive landscape and proactively identify opportunities and risks. Advanced degree (Life Sciences, Pharmacy, Business, or related field); Proven success in biotech, medical, or pharmaceutical sales in competitive environments, including experience launching new products and product indications; Deep understanding and significant experience working in stroke, anti-coagulation, neurology, and cardiovascular therapeutic areas; Experience selling in institutional and clinical settings, and navigating the P&T committee process; Experience in establishing and pulling-through in-patient to out-patient protocols.

Burlington, VT20 days ago

$91,335–$133,142 Per Year

Pursuant to Executive Order 12564, and the DHS Drug-Free Workplace Plan, ICE is committed to maintaining a drug-free workplace and, therefore, personnel in safety- or security-sensitive positions (testing designated positions) are subject to random drug testing. The Department of Homeland Security encourages persons with disabilities to apply, to include persons with intellectual, severe physical or psychiatric disabilities, as defined by 5 CFR 213.3102(u), and/or Disabled Veterans with a compensable service-connected disability of 30 percent or more as defined by 5 CFR 315.707.

Plattsburgh, NY30+ days ago

$32,240–$70,000 Per Year

Foster and support client relationships by liaising with clients, responding to requests and proactively problem solving Support clients' general day-to-day administrative and trade requests in a timely and confidential manner Be responsible for and support the team with paperwork, manage back-office correspondence, and handle the account opening process for new clients Ensure all paperwork is completed correctly and in adherence with regulatory requirements; Support the branch's growth of the overall business Be responsible for all cash management and money movement within practice Assist with all marketing initiatives including social media (twitter, LinkedIn), and website content Enter trades as requested Process and follow up on security transactions and transfers Handle incoming and outgoing phone calls with clients Foster and support client relationships Schedule appointments, meeting preparation and follow-up Be willing to grow and take courses as required for regulatory purposes Other duties as assigned. Organization with meticulous attention to detail Social media platforms Ability to Prioritize, multitask, work within time constraints and follow-up Work within deadlines in a high-volume, pressure-oriented environment Manage multiple deadlines and tasks Work independently with minimal direction Work in a team environment and demonstrate a professional and friendly manner Display flexibility and willingness to assist others as required.

Burlington, VT30+ days ago

The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.

Plattsburgh, NY14 days ago

$33,280–$70,000 Per Year

Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales and relationship management (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

Burlington, VT30+ days ago

20% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market team. 10% Cultivates and fosters proactive relationships with staff of assigned markets with regular meetings to discuss sales ideas, referral opportunities, results of customer meetings, and promotional campaigns.

Burlington, VT30+ days ago

Remote

$119,323–$202,850 Per Year

Pay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. Establishes and maintains integrated project schedules, risk registers, action logs, and documentation workflows to ensure timely, organized, and compliant delivery of program activities.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Consultant job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Financial Consultant Jobs in South Pole, NY

Financial Consultant Community Bank, N.A.

Financial Consultant Community Financial System, Inc.

Remote Sales Consultant – Financial Services Nexera

Financial Sales Consultant($100k+, Training provided) Nexera

Senior Financial Planning Support Specialist NBT Bancorp Inc

Mortgage Loan Consultant Community Bank, N.A.

Mortgage Loan Consultant Community Financial System, Inc.

Institutional & Specialty Sales Consultant - Stroke/Thrombosis - Burlington, VT Bayer AG

Supervisory Financial Program Specialist U.S. Department of Homeland Security

Financial Advisor Raymond James Financial Inc

Financial Advisor Associate - Burlington, Vermont The Toronto-Dominion Bank

Financial Advisor - Accelerated Growth Role Raymond James Financial Inc

Territory Sales Manager NBT Bancorp Inc

PMO Director / Program Operations Manager (Maine, Massachusetts, Vermont REMOTE) ICF International Inc

Resume Resources

Similar Job Searches