Financial Services Consultant

Job OverviewA Financial Services Consultant plays a pivotal role in assisting individuals and businesses in reaching their financial aspirations by offering tailored advice and solutions.They serve as a crucial link between clients and financial institutions, possessing a comprehensive understanding of various financial products and services, including...

Manager, Consulting - Cognizant Consulting Banking & Financial Services Consulting ABOUT COGNIZANT Cognizant stands as a premier professional services firm, dedicated to reshaping our clients' business, operational, and technological frameworks for the digital age. Our distinctive industry-focused, consultative methodology empowers clients to envision,...

Position: Consulting Manager (Senior Manager Level) - Payment Card Network Sector: Banking & Financial Services Consulting Location: Flexible (Remote options available) ABOUT COGNIZANT Cognizant stands as a premier professional services firm, dedicated to reshaping our clients' business, operational, and technological frameworks for the digital age. Our...

Position Title:Financial ConsultantDepartment:Investment ServicesStatus:ExemptJob Code:3207Compensation:$75,171.20 AnnuallyOverview:The Financial Consultant will engage with Credit Union members to provide guidance, develop, recommend, implement, and oversee financial planning and investment solutions. The primary offerings include mutual funds, annuities,...

At Armanino, you have the opportunity to shape your career trajectory. This flexibility allows you to engage in challenges that resonate with your interests across various industries. Armanino is recognized as one of the top 20 largest accounting and consulting firms in the nation and is consistently ranked among the best workplaces. We foster a supportive...

Position Title: Financial Planning ConsultantDepartment: Investment ServicesStatus: ExemptJob Code: 3207Compensation: $75,171.20 AnnuallyOverview:As a Financial Planning Consultant, you will engage with members to assess, create, recommend, implement, and oversee financial strategies and investment solutions. The primary offerings include mutual funds,...

At Armanino, you have the opportunity to shape your career trajectory. This allows you to engage with challenges that resonate with your interests across various industries. Armanino takes pride in being one of the top 20 largest accounting and consulting firms in the nation and recognized as one of the best workplaces. We offer a supportive community that...

At Armanino, you have the opportunity to shape your career trajectory. This allows you to engage with challenges that ignite your passion across various industries. Armanino takes pride in being one of the top 20 largest accounting and consulting firms in the nation and recognized as one of the best workplaces. We offer a supportive community of resources...

SUMMARY : The Loan Consultant I provides exceptional customer experience while providing personal loan solutions.  This position focuses on building a customer base through sales, loan extension and merchant referrals.  Role success will be based on creation of customer experience, generation of business, compliance, attainment of monthly goals, and...

Job OverviewSequoia Financial Group LLC is a dynamic Registered Investment Advisor (RIA) based in Northeast Ohio, dedicated to providing comprehensive financial planning and wealth management solutions. Our mission is to enhance the lives of our clients through our core values:Integrity: We prioritize the best interests of our clients, ensuring a transparent...

Job DescriptionJob DescriptionFinancial Professional - RepresentativeA financial professional who helps clients and business achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and retirement...

Job DescriptionJob DescriptionFinancial Professional - RepresentativeA financial professional who helps clients and business achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and retirement...

Job Summary:CNA Financial Corporation is seeking a highly skilled Underwriting Consultant to join our team. As an Underwriting Consultant, you will play a critical role in reviewing applications and financial requirements to determine the acceptability of risk in accordance with our company's guidelines and standards.Key Responsibilities:Underwriting...

About the JobWe are seeking a highly skilled SAP FICO Consultant with extensive experience in training, development, and working within production environments of SAP's Enterprise Resource Planning and Financial Management module.The ideal candidate will have a strong background in state government budgetary processes and a proven track record of delivering...

Senior Consultant - Banking & Financial Services Consulting ABOUT COGNIZANT Cognizant stands as a premier professional services firm, dedicated to reshaping the business, operational, and technological frameworks of our clients for the digital age. Our distinctive industry-focused, consultative methodology empowers clients to envision, construct, and manage...

Life Insurance Sales Consultant at Victory Financial ServicesVictory Financial Services is seeking a committed professional to take on the role of Life Insurance Sales Consultant. The successful candidate will be instrumental in guiding clients towards securing their financial future through appropriate life insurance solutions.Key Responsibilities:Establish...

Financial Life Advisors (FLA) is a reputable and expanding financial advisory firm seeking a skilled CERTIFIED FINANCIAL PLANNER. Our mission is to deliver outstanding service and tailored financial strategies to empower our clients in achieving their financial goals.Position: CERTIFIED FINANCIAL PLANNERType: Full-timeWorking Hours: Monday-Friday, 8:30 AM -...

Position Overview:A prominent Federal Agency is in search of a dedicated Healthcare Financial Consultant to join their team.Key Responsibilities:1. Conduct comprehensive data analysis to uncover instances of fraud, waste, or abuse within claims data.2. Evaluate and scrutinize the financial and operational activities of diverse entities, including businesses,...

Underwriting Expertise - Reviews applications and financial requirements to determine acceptability of risk in accordance with CNAs guidelines and standards - Understands pricing components and rating methodology as well as use of the predictive mod Underwriting Consultant, Underwriting, Science, Consultant, Producer, Underwriting Specialist, Technology,...

As one of the most experienced staffing firms in Denver, Colorado, North Star Staffing Solutions prides itself on exceptional services and relationships that we have built over the years. Our dedication to satisfying our clients’ needs is driven by a passionate team of dedicated staff with over 10 years of experience. We have continued to provide the...