Current jobs related to Financial Services Consultant - Saint Petersburg - Global Financial Impact - Kristen Temple
-
Financial Services Consultant
4 weeks ago
Petersburg, United States Ny Life Full timePosition: Financial Services Consultant at Company: NY LIFE Join our esteemed team at NY LIFE as a dedicated Financial Services Consultant. In this role, you will provide holistic financial advice to individuals, families, and business owners, guiding them towards achieving their financial aspirations both in the immediate and distant future. As a member of...
-
Financial Consultant with Athletic Expertise
3 weeks ago
Saint Petersburg, United States Growth Financial Team of Greater St. Pete Full timePosition OverviewAs a Financial Consultant at the Growth Financial Team of Greater St. Pete, you will play a pivotal role in assisting individuals and businesses in achieving their financial aspirations through customized insurance solutions and strategic financial planning.About Our Company:The Growth Financial Team is recognized for its exceptional...
-
Financial Services Sales Consultant
3 weeks ago
Petersburg, United States NY LIFE Full timeJob OverviewPosition: Financial Services Sales Consultant at New York LifeLocation: Petersburg, VA, USAs a dedicated Financial Services Sales Consultant, you will offer extensive financial guidance to individuals, families, and business owners, assisting them in reaching their financial aspirations both in the immediate and distant future. By becoming part...
-
Financial Analysis Consultant
4 weeks ago
Saint Paul, Minnesota, United States Securian Financial Group Full timeJob Title: Financial Analysis ConsultantCompany: Securian Financial GroupOverview: The Institutional Retirement Solutions sector at Securian Financial Group is in search of a proficient Financial Analysis Consultant to assist with financial planning and analytical functions within the business unit and reinsured operations.Key Responsibilities:Engage with...
-
Financial Consultant at Voya Financial Advisors
4 weeks ago
Saint-Brieuc, Bretagne, United States Voya Financial Advisors Inc Full timeJoin Voya Financial Advisors, Inc., a prominent independent broker-dealer specializing in defined contribution and defined benefit plans. We are currently on the lookout for a dedicated Financial Professional to enhance our team. This role focuses on managing relationships with plan sponsors and involves responsibilities such as 403(b)/457 enrollment,...
-
Financial Services Consultant
4 weeks ago
Saint-Priest-la-Plaine, Nouvelle-Aquitaine, United States Welcome Home Financial Partners Full timeJoin Our Team:Welcome Home Financial Partners is a reputable, independent financial services firm seeking a dedicated full-time Sales Profiler to enhance our North Chesterfield or Ashland team.What We Offer:Access to a robust lead generation systemComprehensive administrative supportEstablished brand recognition within the communityOpportunities to shadow...
-
Financial Planning and Analysis Consultant
3 days ago
Saint Paul, Minnesota, United States Securian Financial Group Full timeJob SummaryWe are seeking a highly skilled Financial Planning and Analysis (FP&A) Consultant to join our Institutional Retirement Solutions team at Securian Financial Group. As a key member of our team, you will be responsible for providing financial analysis and planning support to our business unit and reinsured business.Key ResponsibilitiesPartner with...
-
Financial Planning
1 week ago
Saint Paul, Minnesota, United States Securian Financial Group Full timeJob SummaryWe are seeking a highly skilled Financial Planning & Analysis (FP&A) Consultant to join our team at Securian Financial Group. As a key member of our Institutional Retirement Solutions division, you will play a critical role in supporting FP&A functions and accounting for our business unit and reinsured business.Key ResponsibilitiesPartner with...
-
Financial Loss Prevention Analyst
3 weeks ago
Saint Petersburg, United States Bankers Financial Corp Full timeJob SummaryBankers Financial Corp is seeking a highly skilled Risk Management Specialist to join our team. As a Risk Management Specialist, you will be responsible for monitoring and managing groups of agents in assigned states to ensure that forfeitures and judgments are handled timely to prevent Bankers from suffering a loss or agents from being prohibited...
-
Financial Planning
3 weeks ago
Saint Paul, Minnesota, United States Securian Financial Group Full timeAbout the RoleWe are seeking a highly skilled Financial Planning & Analysis (FP&A) Consultant to join our Institutional Retirement Solutions team at Securian Financial Group. As a key member of our team, you will play a critical role in supporting FP&A functions and accounting for our business unit and reinsured business.Key ResponsibilitiesPartner with Vice...
-
Financial Analyst
4 weeks ago
Petersburg, United States Integrity Placement Services Full time $80,000 - $105,000Job DescriptionJob DescriptionThe role of Financial/Business Analyst will include performing detailed analysis, documenting processes, and financial modelling.Key Responsibilities (including but not limited to the following) :· Consolidating and analyzing financial data, considering company’s goals and financial standing· ...
-
Financial Analyst
4 weeks ago
Petersburg, United States Integrity Placement Services Full time $80,000 - $105,000Job DescriptionJob DescriptionThe role of Financial/Business Analyst will include performing detailed analysis, documenting processes, and financial modelling.Key Responsibilities (including but not limited to the following) :· Consolidating and analyzing financial data, considering company’s goals and financial standing· ...
-
Financial Accountant
2 weeks ago
Petersburg, United States Titan Ventures Full timeAbout Titan VenturesWe are a leading provider of tax consulting services, dedicated to delivering exceptional results for our clients. With a strong focus on teamwork and continuous improvement, we strive to create a positive and inclusive work environment.Job SummaryWe are seeking a highly skilled Financial Accountant to join our tax consulting department....
-
Financial Services Manager
1 week ago
St Petersburg, United States Raymond James Financial Incorporated Full timeJob SummaryRaymond James Financial Incorporated is seeking a highly skilled Manager to join our Advisor Onboarding Supervision team. As a key member of our team, you will be responsible for managing the execution of the plan of supervision for transitioning financial advisors and other staff to Raymond James through the firm's advisor onboarding process.Key...
-
Saint Petersburg, United States Growth Financial Team of Greater St. Pete Full timeFinancial Representative Job DescriptionAbout the Role:We are seeking a highly motivated and skilled Financial Representative to join our team at the Growth Financial Team of Greater St. Pete. As a Financial Representative, you will play a crucial role in helping individuals and businesses achieve their financial goals through personalized insurance...
-
Financial Services Analyst
2 weeks ago
St Petersburg, United States Dynasty Financial Partners Full timeAbout Dynasty Financial PartnersDynasty Financial Partners is a leading provider of wealth management services, empowering independent financial advisors to better serve their clients and grow their businesses. Our team powers the back and middle office of these advisors, offering a comprehensive range of support services.Summer Analyst ProgramOur Summer...
-
Financial Consultant
3 days ago
St. Petersburg, United States Fisher Investments Full timeThe OpportunityAs an Investment Counsellor at Fisher Investments, you will be the voice of our firm to high-net-worth clients in the United Kingdom. You will partner with our internal portfolio decision-makers, research teams, client service associates, and sales team to provide exceptional service to our clients.We take pride in our fee-only fiduciary firm...
-
Financial Consultant
3 weeks ago
SAINT LOUIS, United States Empower Full timeGrow your career with a growing organizationWhether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective,...
-
Vice President of Financial Crimes Analytics
3 hours ago
St Petersburg, United States Raymond James Financial Services Full timeJob SummaryAs a key member of the Raymond James Financial Services team, we are seeking a highly skilled and experienced Vice President of Financial Crimes Analytics to join our organization. This role will play a critical part in supporting the development, optimization, and ongoing maintenance of our Financial Crimes Management (FCM) models, data...
-
Senior Financial Systems Analyst
4 months ago
St Petersburg, United States Raymond James Financial Services Full timeJob Summary Under limited supervision, uses specialized knowledge and skills obtained through training and experience to provide administration and support for the accounting systems and applications. Lead projects and establishes requirements to meet the information and process needs of the organization related to the business area. Acts as liaison to the...
Financial Services Consultant
4 months ago
We’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.
We believe that everyone, regardless of their background or experience, deserves the opportunity to live a rich and fulfilling life. By joining our company, you become part of a dynamic community dedicated to helping families secure their financial future, achieve their dreams, and create a lasting legacy. Together, we’re turning dreams into reality, one success story at a time.
The position is fully remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through the company.
We seek highly motivated, competent, capable, and committed business partners to become financial professionals and head into the field to provide services that meet the needs of clients, families, and small business owners.
Work Types
We offer 3 types of work effort:
1. Full Time
2. Part Time
3. Referral Partner depending on your current employment schedule.
*You do not have to quit your current job if you join us with any of these options*
Most of our new agents start as Referrals or Part-time before transitioning to full-time but still make the same commissions as our full-timers. You get to work with A+ rated financial companies across the nation. The best part about this opportunity, it’s 100% remote.
Experience
No financial experience is required before joining as you will learn everything hands-on. However, if you have any of these skill sets or experience it will help you move quickly in the company.
- Leadership/Managerial
- Public Speaking
- Customer Service
- Sales
- Banking
- Accounting/Software
- Entrepreneur
Role Description
1. Develop Financial Need Analysis (FNA) for Clients
2. Place families, individuals, and business owners in a financial position of advantage for some of the following:
3. Protect Assets/Funds
4. Build and Leave a Legacy
5. Index Strategies
6. Debt Management Services
7. Estate Planning with our legal team
Work Schedule
1. Part Time - 6-15 hours a Week, varies by the individual.
2. Leads - We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS as a lead generation tool as well.
3. It’s all Remote, Zoom is our platform.
4. You are assigned a “Field Trainer” who is an experienced professional and will help you throughout the beginning of your business until you’re ready to manage your business and effectively help people. This includes how to prospect clients and potential partners.
5. Daily training to help shape your business.
Non-negotiable
- Must pass a background check (No Felonies)
- Must have or be able to obtain a U.S Social Security Number
- Must currently reside in the United States during the initial process. (Must obtain a state-specific Professional License)
- Must be 18+ years old (This is a Federal Requirement)
- Unlimited Earning Potential, Paid Multiple Ways (Producer, Agency Bonus, Yearly Renewal, Stock Options, Profit Sharing, etc)
- This is a 1099/commission-based position
- Free Training provided
- Own your book of business, agency ownership, equity, and beneficiary to your business and agency.
- Get paid 8 to 9 times a month
- Fulfilling career with advancement opportunities
- Free performance-based world trips for those who qualify
Powered by JazzHR
kO5796INvb
