1,571 Results for

Financial Consultant Jobs in Trinity, NY

Jobs

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Company

New York, NY

$140,000–$200,000 / year

This role drives large-case production through advanced sales strategies, estate planning, and premium finance solutions by delivering targeted agent engagement, hands-on client-facing support, and comprehensive training for agents and field leadership. In this role, you will support and enable our agents by delivering expertise, training, and premium finance solutions that drive growth, production, and long-term success across the enterprise.

30+ days ago

Tax Manager - Consultant CFS

Greenwich, CT

$70–$80 / hour

This role will focus on partnership tax and asset management-related tax functions, working closely with internal stakeholders and external advisors. The ideal candidate will have strong tax experience within asset management and be comfortable working in a collaborative, in-office environment.

30+ days ago

Financial Consultant VeeRteq Solutions Inc.

New York, NY

$112,500
Quick Apply

Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events. Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation.

30+ days ago

Oracle Fusion Financials Consultant Bright Vision Technologies

Edison, NJ

Remote

Full time

The successful candidate will apply practical expertise in Oracle Fusion Financials, GL, AP, AR, fixed assets, cash management, OTBI, BI Publisher, and finance controls, work with cross-functional teams, and contribute to reliable, maintainable solutions through the delivery lifecycle. Practical experience with the role-specific technology stack: Oracle Fusion Financials, GL, AP, AR, fixed assets, cash management, OTBI, BI Publisher, and finance controls.

Today

National Associate Financial Consultant (NAFC) - Plan Event Team-1 Teachers Insurance and Annuity Association of America (TIAA)

New York, NY

$62,900–$91,700 / year

In 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). The Associate Financial Consultant assists and answers questions through virtual interactions for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services.

30+ days ago

Wealth Advisor / Financial Consultant - NJ WealthBridge Financial Group

Hoboken, New Jersey

You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Experience with advanced markets cases, including premium finance, business succession, executive benefits, or estate planning.

4 days ago

Senior Consultant, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLP

New York City, NY

$86,660–$164,300 / year

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

30+ days ago

VP, Financial Consultant Red Bank, NJ The Charles Schwab Corp

Red Bank, NJ

As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy. To set you up for success, you'll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.

30+ days ago

VP, Financial Consultant Charles Schwab

Millburn, NJ

As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. • To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.

21 days ago

NetSuite Financial Consultant Sikich LLP

$62,466.25–$104,127.63 / year

Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.

30+ days ago

Financial Consultant Flagstar Bank NA

Garden City, NY

Indirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that compliance requirements are met. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support.

30+ days ago

Financial Consultant - Upper West Side, NY Fidelity

New York, New York

Remote

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.

22 days ago

Financial Consultant - Roslyn, NY Fidelity

Roslyn, New York

Remote

30+ days ago

Financial Consultant - Wall Street, NY Fidelity

New York, New York

Remote

22 days ago

Principal Financial Implementation Consultant (Healthcare) Workday Inc

$140,300–$210,500 / year

We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). As an experienced financial functional consultant, you will play a key role in ensuring the successful implementation of Workday's financial solutions for our healthcare customers and guiding them through transforming their financial operations.

30+ days ago

Financial Consultant - Fully Remote Mercor

New York, New York

Remote

For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome. Complete a written survey to identify dimensions distinguishing jobs within personal financial advising.

30+ days ago

Financial Consultant MetLife Inc

$54,100–$72,100 / year

Recognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. 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").

14 days ago

Financial Consultant II MetLife Inc

$64,800–$82,000 / year

Recognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. Guided by our purpose, Always with you, building a more confident future, and our New Frontier strategy focused on stronger growth, attractive returns, and all-weather performance, this is an exciting opportunity to combine financial expertise, analytical thinking, customer partnership, and technology to help solve complex challenges and deliver meaningful business insights.

17 days ago

Financial Wellness Consultant Creative Planning Inc

New York, NY

$90,000–$100,000 / year

The Financial Wellness Consultant executes strategic education pr ograms, provides guidance in one-on-one and group settings, and acts as a primary relationship manager for assigned clients and plan sponsors - identifying participant needs that extend beyond workplace retirement planning and making thoughtful referrals to Creative Planning's broader team to ensure each individual receives the right level of support. This role combines participant-focused education delivery with relationship-centric financial planning support, helping individuals make informed decisions abou t their financial lives and, when appropriate, connecting them with Creative Planning's compre hensive wealth management services for deeper guidance.

30+ days ago

Workday Certified Financials Consultant/Lead - P2P/WSS Accenture Plc

Morristown, NJ

As a Workday Workday Financials P2P/WSS Consultant, your primary responsibilities may include: Identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures. With learning resources, interactive classroom courses, real-life client simulations and ongoing mentoring available when you need it, you'll expand your thinking beyond the core Workday implementation.

21 days ago

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Financial Consultant Jobs in Trinity, NY

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Company

Tax Manager - Consultant CFS

Financial Consultant VeeRteq Solutions Inc.

Oracle Fusion Financials Consultant Bright Vision Technologies

National Associate Financial Consultant (NAFC) - Plan Event Team-1 Teachers Insurance and Annuity Association of America (TIAA)

Wealth Advisor / Financial Consultant - NJ WealthBridge Financial Group

Senior Consultant, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLP

VP, Financial Consultant Red Bank, NJ The Charles Schwab Corp

VP, Financial Consultant Charles Schwab

NetSuite Financial Consultant Sikich LLP

Financial Consultant Flagstar Bank NA

Financial Consultant - Upper West Side, NY Fidelity

Financial Consultant - Roslyn, NY Fidelity

Financial Consultant - Wall Street, NY Fidelity

Principal Financial Implementation Consultant (Healthcare) Workday Inc

Financial Consultant - Fully Remote Mercor

Financial Consultant MetLife Inc

Financial Consultant II MetLife Inc

Financial Wellness Consultant Creative Planning Inc

Workday Certified Financials Consultant/Lead - P2P/WSS Accenture Plc

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