Current jobs related to Junior Financial Consultant - Bethesda, Maryland - New York Life

  • Senior Financial Consultant

    6 days ago

    Bethesda, Maryland, United States Prudential Financial Full time

    Unlock Your Potential as a Financial AdvisorPrudential Financial is seeking an experienced financial professional to join our team in the DC Metro area. As a Financial Advisor, you will have the opportunity to work with an existing client base, build a strong client network, and create customized solutions without proprietary product sales requirements.Key...

  • Senior Financial Consultant

    2 weeks ago

    Bethesda, Maryland, United States https:www.pcrecruiter.netsitemap Full time

    Unlock Your Financial ExpertiseAt Andrews & Cole Consulting, we're seeking a skilled Senior Financial Consultant to join our team. As a key member of our consulting team, you'll work closely with clients to drive financial success.Key Responsibilities:Provide expert financial guidance to clients across various industries, including real estate, financial...

  • Junior Accountant

    2 weeks ago

    Bethesda, Maryland, United States Randstad Full time

    Junior Accountant Job DescriptionWe are seeking a highly skilled Junior Accountant to join our team at Randstad. As a Junior Accountant, you will be responsible for performing various accounting tasks, including balance sheet reconciliations, month-end close, and fixed asset accounting.Key Responsibilities:Compare monthly budgets to financial statements for...

  • Junior Accountant Position

    2 weeks ago

    Bethesda, Maryland, United States Red Coats Full time

    Accounting and Financial ServicesRed Coats Inc. is a leading provider of commercial office cleaning services with a strong presence in the Mid-Atlantic region. We are seeking a highly motivated and detail-oriented Junior Accountant to join our team.Responsibilities:Assist with month-end and year-end reconciliations, ensuring accuracy and completeness of...

  • Senior Business Development Consultant

    2 weeks ago

    Bethesda, Maryland, United States National Financial Partners Corp. Full time

    National Financial Partners Corp. is a leading provider of custom solutions for companies and individuals worldwide. As a Senior Business Development Consultant, you will play a key role in helping clients address their most significant risk, workforce, wealth management, and retirement challenges.You will be responsible for guiding clients through benefit...

  • Financial Analyst

    1 month ago

    Bethesda, Maryland, United States Jobot Full time

    About the RoleWe are seeking a highly skilled and motivated Junior Accountant to join our team. As a key member of our accounting department, you will be responsible for assisting with month-end close, maintaining accrual schedules, and managing all balance sheet accounts.ResponsibilitiesAssist with month-end close and ensure accurate financial...

  • Health Care Policy and Strategy Manager

    2 weeks ago

    Bethesda, Maryland, United States U of C NORC Full time

    Job SummaryNORC at the University of Chicago is seeking a skilled Health Care Policy and Strategy Manager to join our Health Care Strategy team. The ideal candidate will contribute to health policy research, strategy, and data analytics consulting projects for health care clients, including health plans, providers, disease groups, and foundations. This role...

  • Financial Manager

    2 weeks ago

    Bethesda, Maryland, United States Trilagen Full time

    Job OverviewTrilagen is seeking a seasoned Financial Manager to lead our finance team. As the Controller, you will oversee financial reporting, budgeting, and compliance to ensure the organization operates efficiently and effectively. Your expertise will play a critical role in providing leadership and direction in financial management, including cash flow...

  • Learning Solutions Consultant

    1 month ago

    Bethesda, Maryland, United States Jobe Consulting Group, LLC Full time

    Job DescriptionJobe Consulting Group, LLC is seeking a highly skilled Learning Solutions Consultant to join our team. As a Learning Solutions Consultant, you will play a critical role in identifying, creating, and recommending learning solutions that enhance professional development opportunities for our clients.The ideal candidate will have a strong...

  • Financial Leadership Experts

    2 weeks ago

    Bethesda, Maryland, United States https:www.pcrecruiter.netsitemap Full time

    We are seeking experienced professionals to fill long-term consulting assignments in the DC area. Our clients range from Fortune 100 to startups in various industries, including real estate, financial services, technology, and more.Key Responsibilities:Lead SEC reporting and technical accounting initiativesManage month-end close and consolidations...

  • Senior Financial Leadership Position

    2 weeks ago

    Bethesda, Maryland, United States https:www.pcrecruiter.netsitemap Full time

    We are seeking a seasoned financial leader to join our team as a Controller/Manager. This is a long-term consulting assignment (6-18 months) in the DC area, where you will work on one client at a time, minimizing the pressure of juggling multiple clients, bosses, and teams. Typical hours are 40 per week, with max year-end/quarter-end hours of 50 per week....

  • Data Financial Analyst

    2 weeks ago

    Bethesda, Maryland, United States Foxhound Federal Full time

    Job Title: Data Financial AnalystWe are seeking a highly skilled Data Financial Analyst to join our team at Foxhound Federal. As a Data Financial Analyst, you will play a critical role in helping our clients achieve their business goals by providing expert financial analysis and data-driven insights.Responsibilities:Develop and implement data-driven...

  • Audit Internship Opportunity

    4 weeks ago

    Bethesda, Maryland, United States Citrin Cooperman Advisors LLC Full time

    About Citrin Cooperman Advisors LLCCitrin Cooperman Advisors LLC is a leading professional services firm with a strong presence in the US market. With over 300 partners and 1,500 employees across the country, we offer a wide range of services to clients in various industries.Job DescriptionWe are seeking highly motivated and detail-oriented individuals to...

  • Audit Internship Opportunity

    3 weeks ago

    Bethesda, Maryland, United States Citrin Cooperman Advisors LLC Full time

    About Citrin Cooperman Advisors LLCCitrin Cooperman Advisors LLC is a leading professional services firm with a strong presence in the US market. With over 300 partners and 1,500 employees across the country, we offer a wide range of services to clients in various industries.Job DescriptionWe are seeking highly motivated and detail-oriented individuals to...

  • Client Service Associate

    4 weeks ago

    Bethesda, Maryland, United States National Financial Partners Full time

    About UsNational Financial Partners (NFP) is a leading provider of custom solutions and consultative services to companies and individuals worldwide.We are a multi-year Best Places to Work award winner in Business Insurance and have earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine.Our MissionWe help our clients...

  • Data Financial Analyst

    6 days ago

    Bethesda, Maryland, United States Foxhound Federal Full time

    Job Title: Data Financial AnalystJob Description:Foxhound Federal is seeking a highly skilled Data Financial Analyst to join their team. The ideal candidate will have a TS/SCI clearance and proficiency in MS Office, specifically Microsoft Excel, and experience with VBA, Power BI, MS SQL, and Azure.Responsibilities:* Develop and test solutions using Access,...

  • Treasury Management Consulting Senior Manager

    1 week ago

    Bethesda, Maryland, United States Wells Fargo Full time

    About this role:Wells Fargo is seeking a skilled professional to lead a team of Treasury Management Consultants. As a Senior Manager, you will be responsible for managing and developing a team of individual contributors and managers in roles with moderate complexity and risk.Key Responsibilities:Manage and develop a team of Treasury Management...

  • Accountant Assistant

    2 weeks ago

    Bethesda, Maryland, United States Randstad Full time

    Junior Accountant Job DescriptionWe are seeking a highly skilled Junior Accountant to join our team at Randstad. As a Junior Accountant, you will play a crucial role in ensuring the accuracy and timeliness of our financial reporting.Key Responsibilities:Conduct variance analysis by comparing monthly budgets to financial statements.Assist in the preparation...

  • Accounting and Financial Services Professional

    6 days ago

    Bethesda, Maryland, United States GRF CPAs & Advisors Full time

    We are seeking highly motivated and dedicated students to join our audit team at GRF CPAs & Advisors. As a service-minded firm, we value technical excellence, diversity, and fostering an inclusive team atmosphere.Our externship program offers a unique opportunity to gain valuable experience and skills in a dynamic and fast-paced environment.Qualified...

  • Financial Reporting Lead

    2 weeks ago

    Bethesda, Maryland, United States @Orchard Full time

    Job OverviewOrchard LLC is seeking a highly experienced Financial Reporting Lead to support a leading Accounting, Advisory, and Consulting professional services firm. The successful candidate will provide financial reporting, account analysis, and reconciliation support to improve the integrity of the agency's financial statements.Key ResponsibilitiesProvide...

Junior Financial Consultant

2 months ago

Bethesda, Maryland, United States New York Life Full time


Are you skilled in listening and possess a talent for crafting effective, data-driven strategies? We are looking for a financially savvy individual eager to enter the financial services sector. Our ideal entry-level financial consultant is passionate about building long-lasting relationships and has a keen interest in financial analytics, estate planning, business management, mutual funds, and more.

If you excel in communication and have a keen eye for detail, we encourage you to explore this opportunity. Key Responsibilities:

  • Collaborate directly with clients to create comprehensive financial profiles, enabling you to offer informed financial guidance tailored to each individual’s financial situation, income, objectives, and other wealth management factors.
  • Act as a cooperative team member, committed to personal growth through ongoing training opportunities.
  • Take into account clients' life stages, professional situations, and evolving financial requirements when designing customized financial strategies.
  • Provide insightful recommendations regarding products, plans, investments, and other avenues to assist clients in reaching their financial aspirations.
  • Proactively seek, identify, and engage new clients, establishing yourself as a trusted advisor for significant financial decisions.

Qualifications:

  • Exceptional communication, relationship-building, and numerical skills to foster a solid foundation of customer service for all clients.
  • A Bachelor’s degree in business administration, finance, or a related field is required.
  • Fundamental knowledge of software applications including Microsoft Office, financial planning tools, Google Suite, CRM systems, and similar programs is essential.
  • A working understanding of financial products, the financial sector, personal financial advisory roles, or financial planning responsibilities is crucial.
  • A valid FINRA Series 7 & 63/66 is preferred but not mandatory.
  • Experience as a Licensed Financial Advisor is advantageous.

Compensation:
$60,000 - $100,000+