Senior Financial Consultant Associate East West BankSenior Financial Consultant AssociateFlushing, New York$20–$31 / hourOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Help assist the Financial Consultant to create, maintain, and implement business plans designed to identify revenue growth opportunities for new and existing clients.
Financial Consultant, Personal Lines FP&A - Remote CSAA Insurance GroupFinancial Consultant, Personal Lines FP&A - RemoteNJRemote$129,825–$144,250 / yearAlabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker {+ 21 more}. Your Role: Serves as a strategic FP&A partner to the Personal Lines organization, leading complex financial and operational analyses, driving resolution on critical issues, and delivering insights that inform business decisions.
Financial Consultant Kforce IncFinancial ConsultantSleepy Hollow, NYThis role is ideal for professionals with biotech pharmaceutical or healthcare industry experience who understand complex regulatory operational and financial environments and can quickly step in to support critical accounting functions. Overview We are seeking Senior Financial Consultants to provide backfill support for Accounting and Finance teams during an Oracle Fusion ERP implementation.
Financial Consultant Flagstar Bank NAFinancial ConsultantLittle Neck, NY$35,568–$66,534 / yearDirect the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and comfort level with market risk.
Financial Consultant I MetLife IncFinancial Consultant INY$55,000–$75,000 / year{''response'': , ''status'': True, ''status_code'': 200, ''content'': ''n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n nn n n n n n n n n n nn n n nn n Financial Consultant I - United States, Financial Consultant I - 16899 - MetLifen n nnnn nnn n n n nn nn n n Skip to content nnnn
Financial Consultant Popular IncFinancial ConsultantNew York, NY$62,400–$64,350 / yearIn this position, you will: • Evaluate customers relative to financial needs, current holdings, and available investment capital by listening to and uncovering their needs and educating them about the bank and investment program products and services that are most appropriate for their situation. • Pro-actively seek information from prospects and clients to understand possible changing situations, needs, and desired benefits and evaluate product or service alternatives.
Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Financial ConsultantNY$75,400–$100,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). • Accountability • Business Acumen • Business Development • Client Relationship Management • Commercial Mindset • Communication • Financial Markets Impact • Inspires Others • Negotiation • Problem Solving • Relationship Management • Retirement Planning Selling.
Financial Consultant - Greenwich, CT FidelityFinancial Consultant - Greenwich, CTGreenwich, ConnecticutRemoteSalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Financial Consultant - Stamford, CT FidelityFinancial Consultant - Stamford, CTStamford, ConnecticutRemoteSalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Financial Consultant - Fairfield, CT FidelityFinancial Consultant - Fairfield, CTFairfield, ConnecticutRemoteSalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Financial Consultant - Wall Street, NY FidelityFinancial Consultant - Wall Street, NYPlainview, New YorkRemotep/>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Consultant - Roslyn, NY FidelityFinancial Consultant - Roslyn, NYRoslyn, New YorkRemotep/>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Entry Level - Financial Advisor - NJ, Secaucus (3857) Equitable Financial Life Insurance CompanyEntry Level - Financial Advisor - NJ, Secaucus (3857)Secaucus, NJ$250–$1,000Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. ''311033'',''true'',''311033'',''false'',''Submission for the position: Entry Level - Financial Advisor - NJ, Secaucus (3857) - (Job Number: 190009DK)'',''false'',''311033'',''false'',''true'',''Entry Level - Financial Advisor - NJ, Secaucus (3857)'',''190009DK'',''UNITED STATES-Remote'',''UNITED STATES-Remote'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!
Retail Financial Consultant Benjamin Moore & CoRetail Financial ConsultantMontvale, NJ$115,700–$148,100 / yearli>Must be highly analytical and inquisitive with strong business acumen, critical thinking skills, financial modeling, keen attention to detail, accuracy, and ability to manage multiple tasks and meet deadlines and goals. Strong technical aptitude, including competency in Excel and experience using other Microsoft Office applications; Word, PowerPoint, etc., and the ability to quickly master new applications and systems.
NewFinancial Consultant (Long Island) WealthBridgeFinancial Consultant (Long Island)Melville, New YorkIn this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.
NewFinancial Consultant (Connecticut) WealthBridgeFinancial Consultant (Connecticut)Riverside, ConnecticutIn this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.
Workday Financial Consultant Federal Home LoanWorkday Financial ConsultantNew York, NY$80–$80 / hourFull timeWorkday Finance Specialist: This role will work closely with Finance functional leads, HR, IT and external implementation consultants to ensure that financial modules and business processes are accurately configured, tested, and aligned with requirements. Responsibilities include supporting data validation, business process setup, reporting, ongoing support, and long-term optimization of Workday.
NewFinancial Consultant (Long Island) WealthBridge Financial GroupFinancial Consultant (Long Island)Elmont, NY$100,000–$150,000p>At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. www.wealthbridgefg.com.
NewFinancial Consultant (Connecticut) WealthBridge Financial GroupFinancial Consultant (Connecticut)Darien, CT$100,000–$150,000p>At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. www.wealthbridgefg.com.
NewFinancial Consultant (Queens & Brooklyn) WealthBridge Financial GroupFinancial Consultant (Queens & Brooklyn)Long Beach, NY$100,000–$150,000p>At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. www.wealthbridgefg.com.
Financial Consultant - Employee Benefits IMA Financial GroupFinancial Consultant - Employee BenefitsHarrison, NY$90,000–$120,000 / yeardiv class="content-pay-transparency">Salary Range$90,000—$120,000 USDCompensation & Benefits. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Financial Consultant - Employee Benefits The IMA Financial Group IncFinancial Consultant - Employee BenefitsNew York City, NY$90,000–$120,000 / yearIn addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
Lead Service Financial Consultant MetLife IncLead Service Financial ConsultantNY$105,000–$145,000 / yearRecognizednon Fortune magazine''s list of the "World''s Most Admired Companies",nFortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companiesnto Work For, MetLife, through its subsidiaries and affiliates, is one of thenworld's leading financial services companies; providing insurance, annuities,nemployee benefits and asset management to individual and institutionalncustomers. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
Financial Professional - NY, New York (5240) Equitable Financial Life Insurance CompanyFinancial Professional - NY, New York (5240)NY$250–$1,000Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.\n \nWe are always seeking to attract top talent and expand our community of Financial Professionals.
Sr. Outbound AdvisorChoice Consultant Raymond James Financial IncSr. Outbound AdvisorChoice ConsultantNY$75,000–$150,000 / yearJob Summary: Under general direction, this experienced role uses specialized recruiting knowledge and skills to initiate a high volume of outbound calls to experienced financial advisors with the goal of creating interest in exploring an affiliation with Raymond James. 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.
Financial Advisor Ameriprise Financial IncFinancial AdvisorNY$55,250–$66,300 / yearProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educatorsAbout Our CompanyWe're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. Ability to obtain required licenses within 150 days of hire:o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)o State Securities (Series 63 or Series 66)o State IAR (Series 65 or Series 66)o State Life, Health Insurance and Variable Products linesPreferred Qualifications• Four-year college degree, or equivalent• Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.•
NewFinancial Professional - NY, New York (5256) Equitable Financial Life Insurance CompanyFinancial Professional - NY, New York (5256)New York, NY$250–$1,000419104'',''true'',''419104'',''false'',''Submission for the position: Financial Professional - NY, New York (5256) - (Job Number: 260000CO)'',''false'',''419104'',''false'',''true'',''Financial Professional - NY, New York (5256)'',''260000CO'',''UNITED STATES-NY-New York'',''UNITED STATES-NY-New York'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.
Financial Professional - NJ, Secaucus (5247) Equitable Financial Life Insurance CompanyFinancial Professional - NJ, Secaucus (5247)Secaucus, NJ$250–$1,000Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Financial Professional - NY, Melville (5251) Equitable Financial Life Insurance CompanyFinancial Professional - NY, Melville (5251)Melville, NY$250–$1,000p>''418503'',''true'',''418503'',''false'',''Submission for the position: Financial Professional - NY, Melville (5251) - (Job Number: 260000BP)'',''false'',''418503'',''false'',''true'',''Financial Professional - NY, Melville (5251)'',''260000BP'',''UNITED STATES-NY-Melville'',''UNITED STATES-NY-Melville'','''','''',''Equitable Advisors'',''Equitable Advisors'',''Full-time'',''Full-time'',''!*! Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.
Financial Professional - NY, New York (5249) Equitable Financial Life Insurance CompanyFinancial Professional - NY, New York (5249)NY$250–$1,000418463'',''true'',''418463'',''false'',''Submission for the position: Financial Professional - NY, New York (5249) - (Job Number: 260000BL)'',''false'',''418463'',''false'',''true'',''Financial Professional - NY, New York (5249)'',''260000BL'',''UNITED STATES-NY-New York'',''UNITED STATES-NY-New York'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.
Vice President, Wealth Management DCIO/Retirement Consultant - West Region Cohen & Steers IncVice President, Wealth Management DCIO/Retirement Consultant - West RegionNY$160,000–$170,000 / yearli>In conjunction with Retirement leadership, National Accounts and Wealth Management sales teams, coordinate activities with, plan advisors, recordkeepers and key distribution partners to support activities designed to increase use of Cohen & Steers investment products and asset classes in defined contribution plans. The Consultant will be the primary point of contact for the financial advisors at RIAs and broker-dealers in their territories, providing detailed product information, managing the process to respond to any requests for information about CNS products, and providing strategic information including investment trends, CNS thought leadership, and other items identified as important to the analysts.
Wealth Management Solutions - Defined Contribution Consultant - Vice President JPMorgan Chase & CoWealth Management Solutions - Defined Contribution Consultant - Vice PresidentNJYou will be responsible for proactively educating Advisors in Chase Wealth Management and JPMorgan Advisors about the DC Consulting Program and promoting its adoption; cultivating a network of specialist advisors within the assigned territory; driving program engagement across the territory; and partnering directly with Advisors and their plan sponsor prospects/clients to lead consultative discovery, position our retirement plan consulting services, and drive opportunities through to close. As the Solutions Team Vice President, you will be a key member of the Defined Contribution (DC) Consulting team and will serve as a territory-based sales and consulting partner to a designated group of Financial Advisors focused on small and large business retirement plans.
Regional Consultant Envestnet IncRegional ConsultantNY$81,000–$107,500 / yearThe vast majority of the nations leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnets wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Working as a generalist seller with strong product knowledge, the Regional Consultant partners closely with the Regional Director to execute territory strategy, engage advisors, and deliver practice management resources.
Internal Investment Consultant - BNY Investments The Bank of New York Mellon CorpInternal Investment Consultant - BNY InvestmentsNew York, NY$52,000–$63,500 / yearThrough an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. In this role, youll make an impact in the following ways: Working both independently and as a team to identify, evaluate and pursue new business opportunities and protect / grow existing client relationships within North American Distribution Channel.
Branch Banking Client Consultant II-Licensed Flagstar Bank, N.A.Branch Banking Client Consultant II-LicensedLawrence, NYFull timeProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Senior Lead Pharmacy Benefits Actuarial Consultant Marsh & McLennan Companies IncSenior Lead Pharmacy Benefits Actuarial ConsultantNew York, NY$150,500–$301,000 / yearMercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Branch Banking Client Consultant II- Licensed Flagstar Bank NABranch Banking Client Consultant II- LicensedOzone Park, NY$19.13–$28 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
NewBranch Banking Client Consultant II - Licensed Flagstar Bank NABranch Banking Client Consultant II - LicensedSyosset, NY$18.34–$27.68 / hourli>Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Branch Banking-Client Consultant II - Licensed Banker Flagstar Bank NABranch Banking-Client Consultant II - Licensed BankerEast Meadow, NY$16.28–$25.06 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Branch Banking Client Consultant II Licensed Flagstar Bank NABranch Banking Client Consultant II LicensedPlainview, NY$16.28–$25.06 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Retirement Plan Solutions Consultant Cetera Financial Group IncRetirement Plan Solutions ConsultantNY$76,000–$100,000 / yearRetirement Plan Business Consulting: support for advisors'' efforts to refine their service models, assistance with and advice on client segmentation and business efficiencies, practice manage tool optimization strategies, act as intermediary to respond to advisors'' requests for new products and selling agreements, provide technical guidance or source referrals to advisors. "Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors.
Senior Associate Investment Solutions Consultant New York Life Insurance CoSenior Associate Investment Solutions ConsultantRemote$85,700–$114,400 / yearp>This role is ideal for a highly motivated sales professional who thrives in a relationship-driven environment, enjoys coaching and influencing others, and is passionate about helping advisors build successful investment practices. Serving as a trusted consultant and strategic partner to agents, field leadership, and General Office management, you will drive investment product adoption, business growth, and client outcomes across your assigned territory.
Divisional Wealth Management Consultant - NYC & Long Island The Capital Group Companies, Inc.Divisional Wealth Management Consultant - NYC & Long IslandNYp>In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area.
Divisional Wealth Management Consultant - New Jersey & Long Island The Capital Group Companies, Inc.Divisional Wealth Management Consultant - New Jersey & Long IslandNJp>In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area.
Divisional Wealth Management Consultant - New Jersey & Delaware The Capital Group Companies, Inc.Divisional Wealth Management Consultant - New Jersey & DelawareNJp>In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area.
National Plan Level Events - Senior Financial Consulting Director and Process Owner Teachers Insurance and Annuity Association of America (TIAA)National Plan Level Events - Senior Financial Consulting Director and Process OwnerNY$131,200–$233,600 / yearp>_____. The Financial Consulting Director role supervises professional level Financial Consultants who are responsible for answering questions for all in-plan participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the organization's products and services.
Wealth Management Consultant Cetera Financial Group IncWealth Management ConsultantNYRemote$85,000–$110,000 / yearServing as a trusted partner, you will mentor, coach, and support advisors through the full sales cycle, ensuring they effectively engage with financial institutions, foster meaningful connections, and seamlessly integrate wealth management solutions that drive success for both advisors and their institutional partners. "Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors.
Personal Financial Counselor, PFC-Army National Guard-Farmingdale, NY Magellan Health IncPersonal Financial Counselor, PFC-Army National Guard-Farmingdale, NYFarmingdale, NYServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor - New Jersey Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor - New JerseyNJServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Advisor Edward D Jones & Co LPFinancial Advisorstamford, CT$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.