Financial Consultant
3 weeks ago
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today
Responsibilities
You will be a great partner for MassMutual North Carolina if:
•You're entrepreneurially driven
•You place a high value on relationships and your client's experience
•Have alignment with our firm's core values of Balance, Growth, Authenticity, Conviction, and Stewardship
•You appreciate the differences in everyone's situation and have the desire to learn what success means to each client and family that you serve
•You thrive on expanding personal knowledge and skills through ongoing professional development and learning from other financial professionals through joint work
•You have a strong desire to make a positive impact on your community both professionally and personally
•You love meeting new people and building a network
•You are self-motivated and will work determinedly to achieve your vision of success
•Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
•Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
•Serve as a collaborative team player willing to further development through continued training opportunities
•Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
•Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Qualifications
MassMutual North Carolina will be a great partner for you if:
•You desire to join a community of professionals who are as passionate about your success as you are
•You value collaboration and localized expert resource
•You appreciate the idea of being independent but not alone while building and scaling your business
•You enjoy the idea of partnering with a team that will help you navigate change, enhance productivity, and come alongside you to help you achieve your goals
•You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building, and shared experiences
•A Bachelor's degree in finance, business administration, or alternate related analytical field is required
•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
•Up-to-date FINRA Series 7 & 63/66 documents are a bonus
•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
•Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
-
Consultant III
2 weeks ago
Wilmington, United States The Vertex Companies Full timeCompany Description The Vertex Companies, LLC (VERTEX) is a leading multidisciplinary engineering and consulting firm that provides forensic consulting, engineering design, construction management, claims & dispute resolution, and environmental solutions to insurance carriers, sureties, law firms, real estate owners, property managers, public agencies, and...
-
Financial Planning and Analysis Associate
2 weeks ago
Wilmington, United States CBIZ Private Equity Advisory Full timeCBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement. Our team embraces a...
-
Personal Financial Counselor
3 weeks ago
Wilmington, United States Magellan Health Full timeThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...
-
Personal Financial Counselor
1 day ago
Wilmington, United States Magellan Health Full timeThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...
-
Healthcare Business Consultant
6 days ago
Wilmington, United States Myriad Systems Full timeAttention business owners and entrepreneurs! This is not a job opportunity, but a chance to run your own successful business by licensing the most disruptive and forward-thinking suite of services in health. If innovation and control of your own destiny are important to you, join our mission to preserve the integrity of the private healthcare practice. As...
-
Operations Manager
4 weeks ago
Wilmington, United States Ameriprise Financial - Delaware Full timeErhard & Associates, a Financial Advisory Practice of Ameriprise Financial, is seeking a fulltime Operations and Client Service Manager to join our innovative and dynamic team. At Ameriprise Financial we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals,...
-
Senior Consultant
1 week ago
Wilmington, United States Schultz & Williams Full timeCompany Overview Schultz & Williams is an established national consulting firm, headquartered in Philadelphia, that provides comprehensive services – including strategic and business planning, development, direct response fundraising, temporary staffing, data analytics and development operations– to nonprofits of all types and sizes. The Strategic...
-
Branch Manager
2 days ago
Wilmington, United States OneMain Financial Full time**PUT YOUR CAREER IN MOTION AS A BRANCH MANAGER** As a OneMain Branch Manager, you will create an outstanding environment—a place where people enjoy coming to work and making a positive impact in the community. You will lead by example, empowering their team to offer loan products that meet our customers’ needs. Your success will be based on your...
-
Financial Center Manager III
5 days ago
Wilmington, United States Fifth Third Full timeMake banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. As a Financial Center Manager, you will: Lead and coach a team that drives consistent operating rhythms and ongoing relationship management while providing a memorable customer experience....
-
KYC/AML Consultant
5 days ago
Wilmington, United States Michael Page Full timeAbout Our Client Our client (located in Wilmington, DE) is one of the world's leading providers of investment, advisory, and risk management solutions. They are looking to hire one (1) KYC/AML Consultant for a year long project with opportunity for extension. Job Description The KYC/AML Consultant candidate will be responsible for the following:Contribute to...
-
KYC/AML Consultant
2 days ago
Wilmington, United States Michael Page Full timeAbout Our Client Our client (located in Wilmington, DE) is one of the world's leading providers of investment, advisory, and risk management solutions. They are looking to hire one (1) KYC/AML Consultant for a year long project with opportunity for extension. Job Description The KYC/AML Consultant candidate will be responsible for the following:Contribute to...
-
SAP S/4 HANA FICO Consultant
4 days ago
Wilmington, United States Resource Informatics Group Full timeRole; SAP S/4 HANA FICO Consultant Location: Wilmington, MA Duration: Long term Rate: $Market All Inclusive Need someone 4-5 days onsite in Wilmington, MA (6-12 month contract, can extend). Go live for S/4 HANA is later in September/October and this person will help with configuration and assisting the financial business users with issues. One of my clients...
-
SAP S/4 HANA FICO Consultant
3 weeks ago
Wilmington, United States Resource Informatics Group Full timeRole; SAP S/4 HANA FICO Consultant Location: Wilmington, MA Duration: Long term Rate: $Market All Inclusive Need someone 4-5 days onsite in Wilmington, MA (6-12 month contract, can extend). Go live for S/4 HANA is later in September/October and this person will help with configuration and assisting the financial business users with issues. One of my clients...
-
SAP S/4 HANA FICO Consultant
3 days ago
Wilmington, United States Resource Informatics Group Full timeRole; SAP S/4 HANA FICO Consultant Location: Wilmington, MA Duration: Long term Rate: $Market All Inclusive Need someone 4-5 days onsite in Wilmington, MA (6-12 month contract, can extend). Go live for S/4 HANA is later in September/October and this person will help with configuration and assisting the financial business users with issues. One of my clients...
-
SAP S/4 HANA FICO Consultant
2 days ago
Wilmington, United States Resource Informatics Group Full timeRole; SAP S/4 HANA FICO Consultant Location: Wilmington, MA Duration: Long term Rate: $Market All Inclusive Need someone 4-5 days onsite in Wilmington, MA (6-12 month contract, can extend). Go live for S/4 HANA is later in September/October and this person will help with configuration and assisting the financial business users with issues. One of my clients...
-
KYC/AML Consultant
4 days ago
Wilmington, Delaware, United States Michael Page Full timeAbout Our Client Our client (located in Wilmington, DE) is one of the world's leading providers of investment, advisory, and risk management solutions. They are looking to hire one (1) KYC/AML Consultant for a year long project with opportunity for extension. Job Description The KYC/AML Consultant candidate will be responsible for the following:Contribute to...
-
KYC/AML Consultant
2 days ago
Wilmington, Delaware, United States Michael Page Full timeAbout Our Client Our client (located in Wilmington, DE) is one of the world's leading providers of investment, advisory, and risk management solutions. They are looking to hire one (1) KYC/AML Consultant for a year long project with opportunity for extension. Job Description The KYC/AML Consultant candidate will be responsible for the following:Contribute to...
-
Strategic Financial Planning
2 weeks ago
Wilmington, United States CBIZ Full timeAbout our Business CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement, and performance management & improvement. Our...
-
Senior Consultant
2 weeks ago
Wilmington, United States Ascensus Full timeNewport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Job...
-
Insurance Broker
1 week ago
Wilmington, United States Meron Financial Agency Full timeJob 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...