Current jobs related to Financial Consultant - Buffalo Grove - Aston Carter

  • Financial Consultant

    2 months ago


    Buffalo, New York, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients.Key ResponsibilitiesProvide financial planning and wealth management advice to clientsBuild and maintain strong...

  • Financial Consultant

    2 weeks ago


    Buffalo, New York, United States Charles Schwab Full time

    {"Job Summary At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. As a Financial Consultant, you will be responsible for providing financial guidance...

  • Financial Associate

    2 weeks ago


    Buffalo, New York, United States Experior Financial Group Full time

    Job Title: Financial Associate - Life Insurance AgentExperior Financial Group is seeking a highly skilled and motivated Financial Associate to join our team. As a Financial Associate, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals.Key Responsibilities:Conduct client consultations to...


  • Downers Grove, Illinois, United States Principal Financial Group Full time

    About the RoleThis is a senior leadership position that will lead and consult with financial professionals to help them build their skills and grow their practice. The ideal candidate will have a strong background in financial services and be able to attract and develop top-tier talent to our team.Key ResponsibilitiesDevelop a profitable business center by...


  • Cottage Grove, Minnesota, United States Securian Financial Group Full time

    Job Title: Advanced Sales CounselWe are seeking a highly skilled and experienced Advanced Sales Counsel to join our team at Securian Financial Group. As an Advanced Sales Counsel, you will play a critical role in identifying client needs, consulting with our sales teams and channel partners, and recommending compelling solutions.Responsibilities:Provide...


  • Cottage Grove, Minnesota, United States Securian Financial Group Full time

    Unlock Your Potential as an Advanced Sales CounselorAre you a seasoned professional with a passion for consulting, training, and educating on complex cases in the estate and tax planning space? Do you have a knack for identifying client needs and developing innovative solutions? We're seeking an experienced Advanced Sales Counselor to join our team at...


  • Downers Grove, Illinois, United States Principal Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to lead our financial services team as a Managing Director. This role will be responsible for developing and implementing strategies to drive business growth, managing a team of financial professionals, and ensuring the success of our financial operations.Key ResponsibilitiesDevelop and...


  • Downers Grove, United States Creative Financial Staffing Full time

    Well-respected global company is seeking a Senior Financial Analyst. This organization has gone through explosive growth over the last few years, which has lead to the creation of this newly created role.Why Work for the Company/Take the Senior Financial Analyst Role: Great leadership Fast growing company- lots of opportunity to make this role your own and...


  • Buffalo, New York, United States Huron Consulting Group Full time

    The OpportunityHuron Consulting Group is a global leader in strategic growth, innovation, and transformation. We collaborate with clients to drive meaningful change and achieve their goals.As a Manager at Huron, you will play a vital role in delivering technology solutions that drive results. You will work closely with clients and colleagues to solve complex...


  • Inver Grove Heights, Minnesota, United States Securian Financial Group Full time

    Unlock Your Potential as an Advanced Sales CounselorAre you a seasoned professional with a passion for consulting, training, and educating on complex cases in the estate and tax planning space? Do you have a knack for identifying client needs and recommending compelling solutions? We're seeking an experienced Advanced Sales Counselor to join our team at...

  • Financial Consultant

    4 weeks ago


    Buffalo, New York, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.Key ResponsibilitiesProvide financial guidance and wealth management advice to existing...


  • Buffalo Grove, Illinois, United States CONSENCIA LLC Full time

    Tax Consultant Specialist at CONSENCIA LLCWe are pleased to announce an opportunity at CONSENCIA LLC for a Tax Consultant Specialist. This position is vital in managing client relationships, tax strategy development, and various financial projects. We are looking for a detail-oriented individual with strong organizational skills, excellent client service...


  • Cottage Grove, Minnesota, United States Securian Financial Group Full time

    About the RoleWe are seeking a highly skilled Workday Consultant-Implementation Specialist to join our team at Securian Financial Group. As a key member of our Human Resources team, you will play a critical role in shaping our company culture and promoting diversity, equity, and inclusion.Key ResponsibilitiesCollaborate with cross-functional teams to design...


  • Buffalo, New York, United States Experior Financial Group Full time

    Key Responsibilities: Perform a thorough needs analysis to provide informed advice to clients. Research and compare a list of partners to find the best product and price for each client. Identify and leverage warm market and referrals to find new clients. Stay up-to-date on industry training, licensing, and paperwork requirements to ensure compliance and...

  • Insurance Consultant

    1 month ago


    Buffalo, New York, United States Experior Financial Group Full time

    Experior Financial Group is seeking a skilled professional to fill the role of Insurance Sales. As an Insurance Sales professional, you will be responsible for: **Key Responsibilities:** * Conduct thorough needs analyses to provide informed advice to clients * Research and compare products and prices from a list of partners to find the best fit * Identify...

  • Financial Advisor

    2 weeks ago


    Buffalo, New York, United States RightWorks Staffing Full time

    Financial Consultant RoleAs a Financial Consultant at RightWorks Staffing, you will collaborate with our current clients while developing new relationships across various client types. Our current investment services include retirement planning, estate plan reviews, tax planning, and insurance advice.You will be part of an advisory team maintaining regular...


  • Buffalo, New York, United States Magellan Health Full time

    Job SummaryThis position provides personal financial services at military installations, offering a range of counseling services to military service members and their families. The ideal candidate will possess excellent communication skills, a strong understanding of personal finance, and the ability to work effectively in a team environment.Key...


  • Buffalo, Minnesota, United States Securian Financial Group Full time

    Job Title: Advanced Sales DirectorWe are seeking a highly skilled and experienced Advanced Sales Director to join our team at Securian Financial Group. As a key member of our sales leadership team, you will be responsible for developing and executing our advanced sales strategy, leading a team of senior consultants, and driving business growth through...


  • Buffalo, New York, United States NPAworldwide Full time

    Financial Operations ManagerAt NPAworldwide, we are seeking a highly skilled Financial Operations Manager to join our team. As a key member of our finance department, you will be responsible for preparing financial documentation and schedules related to our annual corporate review, 401(k) Plan Audit, and various outside audits.Key Responsibilities:Perform...


  • Maple Grove, Minnesota, United States Securian Financial Group Full time

    Job SummaryThis is a highly visible role part of the ERM Actuarial Team at Securian Financial Group, Inc. The successful candidate will have the opportunity to broaden their skillset to all aspects of our Enterprise Risk Management program.Key ResponsibilitiesALM Governance and Risk ManagementSupport risk management of Securian's liability-based investment...

Financial Consultant

2 months ago


Buffalo Grove, United States Aston Carter Full time

Job Title: Financial Consultant

Job Description

This is a temporary role with a minimum duration of one month, potentially extending to six weeks or longer. The goal is to transition to a permanent position for the right candidate. The position is urgent, so there may be a focus on immediate needs rather than long-term fit.

Hard Skills

+ Bachelors Degree in Business Administration, Finance, Accounting, or Economics

+ 1-2 years of related experience

+ Proficiency in Google Workspace or Excel

+ Experience with financial systems

+ Forecasting experience

+ Accounting understanding

+ Intermediate Excel skills (pivots, vlookups)

+ JDE

+ IBM Planning Analytics

Soft Skills

+ Strong organizational skills

+ Excellent leadership

+ Effective communication

+ Collaboration and teamwork

+ Data storytelling

+ Ability to convert data into insights

+ Energy and confidence

+ Ability to offer opinions

Job Type

This is a contract position with a duration of 3 Month(s).

Work Site

This is a fully on-site position in Buffalo Grove, Illinois.

Work Environment

Small team with some staffing shortages. Day-to-day work involves the assistant controller who is onsite, and the site controller who splits time between WI and IL. Onsite work is expected initially, with potential for hybrid flexibility after an initial period.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service.

Diversity, Equity & Inclusion

At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

+ Hiring diverse talent

+ Maintaining an inclusive environment through persistent self-reflection

+ Building a culture of care, engagement, and recognition with clear outcomes

+ Ensuring growth opportunities for our people

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.