2,890 Results for

Financial Consultant Jobs in the United States

Jobs

New!

Austin, TX1 day ago

Expected activities include developing deep relationships with practice clients to reduce attrition risk, encouraging asset consolidation, introducing to advisory services, and building a referral network. • Extensive knowledge of the intricacy of working with international clients, jurisdictional nuances, tax impacts, foreign regulatory impacts, product availability and the requirements of servicing non-US customers.

New!

Santa Barbara, CA5 days ago

$60,000–$75,000

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.

30+ days ago

Remote

$250–$350 Per Hour
Full-time

Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO® offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.

Maywood, CA17 days ago

$60,000–$75,000

San Francisco, CA26 days ago

$60,000–$75,000

South San Francisco, CA26 days ago

$60,000–$75,000

San Jose, CA15 days ago

Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.

Lynnwood, WA14 days ago

$60,000–$75,000

Fairfield, CT14 days ago

SalesPlease 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.

Saint Charles, MO14 days ago

Tampa, FL14 days ago

Belleville, WI14 days ago

Delray Beach, FL14 days ago

Lynnwood, WA14 days ago

$60,000–$75,000

New!

Forest Lake, MN6 days ago

$60,000–$75,000

Norwalk, CT14 days ago

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. 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.

Torrington, CT14 days ago

Debary, FL7 days ago

Manakin Sabot, VA9 days ago

Lexington, KY14 days ago

Corona, NY14 days ago

$60,000–$75,000

Clarksburg, MD14 days ago

$60,000–$75,000

Oakmont, PA14 days ago

Barrington, IL14 days ago

$60,000–$75,000

Winston Salem, NC14 days ago

Portland, ME14 days ago

Quakertown, PA9 days ago

New!

Glen Cove, NY3 days ago

$60,000–$75,000

Caledonia, MI14 days ago

Oakland, TN14 days ago

New!

New Haven, CT3 days ago

New!

Not Available, GAToday

Functional Build: Configure core Financials, Banking (ACH/Positive Pay), and Payables within BC, ensuring MICR check formatting matches existing GP outputs. MEM Configuration: Translate GP's multi-company or segmented account structure into Binary Stream Multi-Entity Management (MEM) to maintain organizational hierarchy.

Monroe, WA17 days ago

$60,000–$75,000

Seymour, CT14 days ago

SalesPlease 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

Homewood, IL17 days ago

$60,000–$75,000

Richmond, VA14 days ago

SalesPlease 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. Job Description: 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.

Melville, NY30+ days ago

$80,000–$130,000 Per Year
Full-time

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.

Raleigh, NC10 days ago

SalesPlease 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. Job Description: Job DescriptionIf 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.

New!

Glendora, CA6 days ago

$80,000–$160,000 Per Year

The financial industry is constantly evolving, and we seek independent contractors who are results-driven, passionate, and motivated individuals looking to build a rewarding career. Client Consultation: Conduct in-depth consultations to understand clients' unique financial needs, goals, and risk tolerance.

Boston, MA7 days ago

$100,000–$140,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.

San Francisco, CA26 days ago

Remote

Full-time
Employee

Financial services industry experience: Prior work in banking, asset management, insurance, fintech, or financial operations — particularly in areas such as procurement, accounts payable, compliance, or risk management — is strongly preferred. This contract-to-hire opportunity is ideal for a practitioner who combines deep technical expertise in LLM agent architectures with strong analytical thinking and the communication skills to engage senior stakeholders.

New!

Lawrence, NY5 days ago

$25–$35 Per Hour

We are partnering with a boutique real estate investment and property management firm in Lawrence, NY that is seeking a Senior Property Accountant Consultant to support the team across a portfolio of commercial and investment properties. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

Westborough, MA7 days ago

$125,000–$175,000 Per Year

This role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Westborough, MA2 days ago

$120,000–$200,000 Per Year

Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

Albuquerque, NM7 days ago

$80,000–$110,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role is a perfect fit for those who are passionate about accounting and finance, have a knack for solving complex tax problems, and are adept at providing top-notch consulting services to our esteemed clientele.

Los Angeles, CA7 days ago

$60,000–$80,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are seeking a Staff Accountant, ideally someone with a Non-Profit background, to join our team: General Ledger & Reporting: Maintain the general ledger, prepare, and record journal entries.

New!

Columbia, MO5 days ago

$75,000–$175,000 Per Year

Our championship team is dedicated to cultivating valued relationships with our elite business partners and the thousands of clients' lives we have impacted. Our agency offers a personalized approach to providing tailored solutions to each of the clients' needs - from the young to the elderly.

Tampa, FL17 days ago

Youll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. • 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).

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Financial Consultant Jobs in the United States

Jobs

VP, International Financial ConsultantCharles Schwab

Financial Consultant - Santa Barbara, CAFidelity Investments

Fractional CFOB2B CFO®

Financial Consultant - Brea, CAFidelity Investments

Financial Consultant - Marin, CAFidelity Investments

Financial Consultant - Palo Alto, CAFidelity Investments

VP, Financial ConsultantCharles Schwab

Financial Consultant - Seattle, WAFidelity Investments

Financial Consultant - Greenwich, CTFidelity Investments

Financial Consultant - St. Louis, MOFidelity Investments

Financial Consultant - Clearwater, FLFidelity Investments

Financial Consultant- Madison, WIFidelity Investments

Financial Consultant - Ft. Lauderdale, FLFidelity Investments

Financial Consultant- Bellevue, WAFidelity Investments

Financial Consultant- Oakdale, MNFidelity Investments

Financial Consultant - Stamford, CTFidelity Investments

Financial Consultant - West Hartford, CTFidelity Investments

Financial Consultant - Winter Park, FLFidelity Investments

Financial Consultant - Glen Allen, VAFidelity Investments

Financial Consultant - Lexington, KYFidelity Investments

Financial Consultant - Plainview, NYFidelity Investments

Financial Consultant - Bethesda, MDFidelity Investments

Financial Consultant - Cranberry, PAFidelity Investments

Financial Consultant - Highland Park, ILFidelity Investments

Financial Consultant - Winston-Salem, NCFidelity Investments

Financial Consultant - Portland, MEFidelity Investments

Financial Consultant - Center Valley, PAFidelity Investments

Financial Consultant - Roslyn, NYFidelity Investments

Financial Consultant - Grand Rapids, MIFidelity Investments

Financial Consultant- Memphis, TNFidelity Investments

Financial Consultant - New Haven, CTFidelity Investments

D365 Financial Migration ConsultantPlanIT Group

Financial Consultant- Redmond, WAFidelity Investments

Financial Consultant - Fairfield, CTFidelity Investments

Financial Consultant - Orland Park, ILFidelity Investments

Financial Consultant - Midlothian, VAFidelity Investments

Financial Advisor (sales) **Licensing and Training Provided**New York Life

Financial Consultant - Cary, NCFidelity Investments

Financial ConsultantFame Financial | WFG

Financial Advisor (2 Openings)Jobot

Anthropic AI Consultant- Financial Domain IndustryCensus InfoTech Inc

Senior Property Accountant ConsultantJobot

Financial Advisor (CFP Preferred)Jobot

Financial AdvisorJobot

Senior Tax ConsultantJobot

Staff Accountant/Financial AnalystJobot

Financial Services ConsultantThe Colie Group

Financial AdvisorAmeriprise

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