Senior Financial Consultant

2 weeks ago


New London, United States Ledyard National Bank Full time
Job DescriptionJob Description

Seeking a Senior Financial Consultant - Osaic for Ledyard Financial Advisors Brokerage Operations. This position delivers solutions for the financial needs of mass affluent and future affluent individuals and of organizations. The Senior Financial Consultant develops client relationships and directly manages investments through Osaic. This position will work with clients, and their families, to develop a financial plan to achieve the client’s goals and deepen the relationship. Qualifications: Bachelor's degree preferred and 5+ years of related experience in financial services or the equivalent (may include both professional experience and relevant advanced education); must hold FINRA securities licenses Series 7, 63, 65 or a 66 and NH / VT Life and Health Insurance licenses; rigorous professional designation (CFP) is preferred. Location: Concord, New London or Hanover, NH




  • New London, United States Ledyard National Bank Full time

    Job DescriptionJob DescriptionSeeking a Senior Financial Consultant - Osaic for Ledyard Financial Advisors Brokerage Operations. This position delivers solutions for the financial needs of mass affluent and future affluent individuals and of organizations. The Senior Financial Consultant develops client relationships and directly manages investments through...


  • New London, United States Meron Financial Agency Full time

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...

  • Financial Consultant

    12 hours ago


    New London, United States Meron Financial Agency Full time

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...


  • New Haven, United States Creative Financial Staffing Full time

    Senior Financial Analyst About the Company and Opportunity of Senior Financial Analyst Role: Well-respected company is seeking a Senior Financial Analyst. This organization has gone through explosive growth over the last few years, mainly due to acquisition, which has lead to the creation of this newly created role. Take this Senior Financial Analyst...


  • New Carlisle, United States Creative Financial Staffing Full time

    Senior Financial Analyst About the Company and Opportunity of Senior Financial Analyst Role: Well-respected company is seeking a Senior Financial Analyst. This organization has gone through explosive growth over the last few years, mainly due to acquisition, which has lead to the creation of this newly created role. Take this Senior Financial Analyst...


  • New London, United States Ledyard National Bank Full time

    Job DescriptionJob DescriptionLedyard Financial Advisors is seeking a Senior Financial Advisor to join our Wealth Management group. The Senior Financial Advisor is responsible for deepening and expanding existing client relationships with new investment assets and working with the Private Banking team to assist clients with comprehensive lending and deposit...


  • New London, United States Ledyard National Bank Full time

    Job DescriptionJob DescriptionLedyard Financial Advisors is seeking a Senior Financial Advisor to join our Wealth Management group. The Senior Financial Advisor is responsible for deepening and expanding existing client relationships with new investment assets and working with the Private Banking team to assist clients with comprehensive lending and deposit...


  • New York, United States Creative Financial Staffing Full time

    Senior Financial Analyst - Time to Grow with an Established Firm! About the Company Working as the Senior Financial Analyst CFS New York is currently working with a Law Firm that specializes in securities fraud in Midtown Manhattan who are looking for their next Senior Financial Analyst to help grow the team The firm is well renowned, its attorneys have won...

  • Senior Auditor

    4 weeks ago


    New York, United States Creative Financial Staffing Full time

    Hybrid Senior Auditor Opportunity with Growing Consulting firm About the Firm as a Senior Auditor: Our client is a mid-sized CPA and Business Consulting firm in Manhattan They specialize in a variety of services to an array of customers including high net worth individuals, entertainment industry, real estate firms and many more diverse clientele They...

  • Senior Auditor

    2 days ago


    New York, United States Creative Financial Staffing Full time

    Hybrid Senior Auditor Opportunity with Growing Consulting firm About the Firm as a Senior Auditor: Our client is a mid-sized CPA and Business Consulting firm in Manhattan They specialize in a variety of services to an array of customers including high net worth individuals, entertainment industry, real estate firms and many more diverse clientele They are...


  • New York, United States PERMEVO Full time

    The Challenge:We are seeking a motivated and detail-oriented Finance Systems Consultant to join our dynamic team. In this role, you will work closely with the senior project management team to support the successful execution of technology projects in Treasury, Financial Reporting, Procurement, and other financial-related business processes. Your...


  • New York, United States PERMEVO Full time

    The Challenge: We are seeking a motivated and detail-oriented Finance Systems Consultant to join our dynamic team. In this role, you will work closely with the senior project management team to support the successful execution of technology projects in Treasury, Financial Reporting, Procurement, and other financial-related business processes. Your...


  • New York, United States PERMEVO Full time

    The Challenge: We are seeking a motivated and detail-oriented Finance Systems Consultant to join our dynamic team. In this role, you will work closely with the senior project management team to support the successful execution of technology projects in Treasury, Financial Reporting, Procurement, and other financial-related business processes. Your...


  • New York, United States PERMEVO Full time

    The Challenge:We are seeking a motivated and detail-oriented Finance Systems Consultant to join our dynamic team. In this role, you will work closely with the senior project management team to support the successful execution of technology projects in Treasury, Financial Reporting, Procurement, and other financial-related business processes. Your...


  • New York, United States PERMEVO Full time

    The Challenge:We are seeking a motivated and detail-oriented Finance Systems Consultant to join our dynamic team. In this role, you will work closely with the senior project management team to support the successful execution of technology projects in Treasury, Financial Reporting, Procurement, and other financial-related business processes. Your...


  • New York, New York, United States SAE & Associates, LLC Full time

    SAE Behavioral Health Consultants (SAE) is seeking a Financial Analyst with experience in behavioral healthcare budgeting and revenue modeling. We are a behavioral health consulting firm based in Manhattan, NY that provides nationwide consulting services to non-profit organizations in the social services and health care field.Summary of ConsultationThe...


  • New York, United States Creative Financial Staffing Full time

    Prophix Consultant CFS is working with a prominent, non-profit agency who is looking for someone to join their fiscal team and support their financial systems. In business for 100+ years providing various services to neglected children, homeless families, hungry seniors etc. An Opportunity to be a part of a restructured department and implement change. They...

  • Senior Consultant

    24 hours ago


    New York, United States Sia Partners Full time

    Company DescriptionSia Partners Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve USD 420 million in turnover for the current fiscal year. With a global...

  • Senior Consultant

    2 weeks ago


    New York, United States Sia Partners Full time

    Job DescriptionJob DescriptionCompany DescriptionSia PartnersSia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve USD 420 million in turnover for the...


  • New York, United States FIFTEEN WEST Full time

    ROLE: Senior Recruitment Consultant - Legal (Private Practice) LOCATION: New York City (remote to start with) SALARY: $100,000 + uncapped commission Are you the right applicant for this opportunity Find out by reading through the role overview below. **PLEASE ONLY APPLY IF YOU HAVE LEGAL RECRUITMENT EXPERIENCE** The Company: They have been operating...