Financial Consultant
4 days ago
As a Financial Consultant at Charles Schwab, you will be responsible for providing clients with wealth management and financial planning advice. This exciting role offers the opportunity to grow your practice holistically through client asset consolidation, networking, and earning client referrals.
Key Responsibilities- Procure new clients and provide them with financial guidance and wealth management advice.
- Grow your practice through client asset consolidation, networking, and earning client referrals.
- Work closely with Schwab specialists to leverage their expertise and provide clients with comprehensive financial solutions.
- A valid and active FINRA Series 7 license is required.
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance is required during your tenure on the job.
- Ability to build strong relationships, engage, and encourage trust with clients.
- Strong communication and interpersonal skills.
- Passion for community engagement and sharing market insights with clients.
- A competitive salary range.
- Bonus or incentive opportunities.
- A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement.
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Pricing Consultant
1 month ago
Lexington, Massachusetts, United States Abacus Technology Full timePricing Consultant Job DescriptionAbacus Technology is seeking a skilled Pricing Consultant to provide competitive and cost analysis for proposal bids to government contracting opportunities in international locations.Responsibilities:Collaborate with the pricing, business development, and proposal team to develop a cost and pricing volume for proposal bids...
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Facilities Engineer
4 weeks ago
Lexington, Massachusetts, United States Sequoia Biotech Consulting Full timeJob Title: Facilities EngineerSequoia Biotech Consulting is seeking a skilled Facilities Engineer to join our team. As a Facilities Engineer, you will be responsible for ensuring the smooth operation of our facilities, including routine inspections, maintenance, and repairs.Key Responsibilities:Schedule and coordinate outside service providers for routine...
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Facilities Engineer
2 weeks ago
Lexington, Massachusetts, United States Sequoia Biotech Consulting Full timeJob SummaryWe are seeking a highly skilled Facilities Engineer to join our team at Sequoia Biotech Consulting. As a Facilities Engineer, you will be responsible for ensuring the smooth operation of our facilities, including routine inspections, maintenance, and emergency response.Key ResponsibilitiesPerform routine inspections of equipment and facilities...
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Facilities Engineer
2 weeks ago
Lexington, Massachusetts, United States Sequoia Biotech Consulting Full timeJob Title: Facilities EngineerSequoia Biotech Consulting is seeking a skilled Facilities Engineer to join our team. As a Facilities Engineer, you will be responsible for ensuring the smooth operation of our facilities, including routine inspections, maintenance, and repairs.Key Responsibilities:Perform routine inspections of equipment and facilities...
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Facilities Maintenance Specialist
2 weeks ago
Lexington, Massachusetts, United States Sequoia Biotech Consulting Full timeJob Title: Facilities Technician IIISequoia Biotech Consulting is a leading life sciences consultancy dedicated to empowering organizations to overcome complex challenges and accelerate the speed to market, scale, and quality of life-saving innovations.Job Summary:The Facilities Technician III will ensure the efficient operation and maintenance of building...
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Senior Professional Services Manager
4 days ago
Lexington, Massachusetts, United States Mimecast North America, Inc. Full timeAt Mimecast, we are seeking a skilled and experienced Senior Professional Services Manager to join our leadership team.As a Senior Professional Services Manager, you will play a crucial role in leading and overseeing a team of fast-paced, highly skilled professional consultants to achieve departmental and organizational goals.Key Responsibilities:Set clear...
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Professional Services Manager
2 weeks ago
Lexington, Massachusetts, United States Mimecast North America, Inc. Full timeAbout the Role:We are seeking a skilled and experienced Professional Services Manager to join our leadership team at Mimecast North America, Inc. As a key member of our team, you will play a crucial role in leading and overseeing a team of fast-paced and highly skilled professional consultants to achieve departmental and organizational goals.Key...
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Outpatient Mental Health Therapist
2 weeks ago
Lexington, Massachusetts, United States Ellie Mental Health Full timeAbout Ellie Mental HealthWe're a socially responsible for-profit business dedicated to changing the way we treat mental health. Our mission is to provide world-class mental health services while removing barriers and promoting a culture of authenticity, humor, creativity, acceptance, determination, and compassion.Job Title: Outpatient Mental Health...
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Facilities Engineer Position
4 days ago
Lexington, Massachusetts, United States Sequoia Biotech Consulting Full timeJob Summary: We are seeking a skilled Facilities Engineer to join our team at Sequoia Biotech Consulting. The ideal candidate will have a strong understanding of facility systems and a proven track record of ensuring compliance with regulatory requirements and GMPs.Key Responsibilities:Schedule, coordinate, and oversee outside service providers for routine...
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Facilities Maintenance Specialist
1 week ago
Lexington, Massachusetts, United States Sequoia Biotech Consulting Full timeJob SummarySequoia Biotech Consulting is seeking a skilled Facilities Maintenance Specialist to ensure the efficient operation and maintenance of building systems and equipment. The ideal candidate will have a strong background in HVAC, electrical, and plumbing systems, with experience in troubleshooting and resolving complex issues.Key...
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Financial Consultant
4 weeks ago
Lexington, Kentucky, United States Charles Schwab Full timeJoin Charles Schwab's Team as a Financial ConsultantAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a key role in helping clients achieve their financial goals.Key Responsibilities:Provide financial guidance and wealth management advice to existing Schwab clientsGrow...
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Senior Financial Consultant
5 days ago
Lexington, Kentucky, United States Stone Press Financial Group Full timeFinancial Advisor RoleStone Press Financial Group is seeking a skilled Financial Advisor to collaborate with our team. As a Financial Advisor, you will engage with clients to understand their financial objectives, risk tolerance, and insurance coverage. You will then recommend a tailored financial strategy to help them achieve their goals.Key...
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Insurance Professional
1 month ago
Lexington, Kentucky, United States Meron Financial Agency Full timeUnlock Your Potential as a Financial ConsultantMeron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals. We're seeking passionate and driven individuals who want to make a meaningful impact on people's lives as financial consultants.Why Choose Meron Financial Agency?We offer a client-centric...
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Branch Manager
2 weeks ago
Lexington, Kentucky, United States OneMain Financial Full timeJob SummaryWe are seeking a highly motivated and experienced Branch Manager to lead our team in delivering exceptional customer service and driving business growth. As a Branch Manager, you will be responsible for creating a positive and productive work environment, empowering your team to achieve financial goals, and ensuring compliance with all policies...
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Financial Services Representative
1 month ago
Lexington, Kentucky, United States Western & Southern Life Full timeJob Title: Financial RepresentativeJob Summary:The Financial Representative is a key role at Western & Southern Life, responsible for meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.Responsibilities:Market Development:...
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Insurance Sales Consultant
3 days ago
Lexington, South Carolina, United States Anderson Agency Full timeAbout the OpportunityWe are seeking a highly motivated and driven individual to join our team as an Insurance Sales Consultant. As a Sales Consultant, you will be responsible for contacting warm clients, strategizing with mentors and carriers, and following up with clients to help them choose the best insurance options.Key Responsibilities:Contact warm...
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Chief Financial Officer
5 days ago
Lexington Park, Maryland, United States Spalding Consulting Full timeJob SummarySpalding Consulting, Inc. is seeking a highly skilled Director of Accounting to join our team in Lexington Park, MD. As a key member of our financial team, you will be responsible for overseeing the preparation of all necessary financial statements and ensuring that all financial reporting is accurate and timely.Key ResponsibilitiesManage the...
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Financial Planning Analyst
4 days ago
Lexington, Kentucky, United States Galls Full timeAbout the Role:The Financial Planning Analyst will be responsible for providing financial analysis and insights to support business decision-making at Galls. This role will involve analyzing financial data, developing budget and forecast practices, and working closely with cross-functional teams to identify opportunities for cost savings and process...
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Financial Planning Analyst
1 week ago
Lexington, Kentucky, United States Galls Full timeJob SummaryThe Financial Planning Analyst plays a crucial role in communicating operational results and trends to business stakeholders. This position requires applying principles of accounting and finance to analyze financial data, develop budget and forecast practices, and work with cross-functional teams.Key ResponsibilitiesPerform detailed financial...
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Project Management Consultant
1 week ago
Lexington, Kentucky, United States CBRE Global Workplace Solutions (GWS) Full timeAbout the Role:As a CBRE Project Management Consultant, you will be responsible for providing consulting services to an assigned market or client account to help achieve the company's strategic business objectives. This role is part of the Project Management function, responsible for managing projects from initiation through completion.Key...
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Territory Sales Consultant
4 weeks ago
Lexington, Kentucky, United States Staples, Inc. Full timeJob Title: Territory Sales Consultant - HealthcareStaples is a business-to-business company that values its employees and customers. We are seeking a highly motivated and experienced Territory Sales Consultant to join our team in the healthcare industry.Job Summary:The Territory Sales Consultant will be responsible for identifying and pursuing new business...
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Territory Sales Consultant
1 month ago
Lexington, Kentucky, United States Staples Full timeJob Title: Territory Sales Consultant - HealthcareStaples is a business-to-business company, and you are the key to our success.We are seeking a highly motivated and experienced Territory Sales Consultant to join our team. As a Territory Sales Consultant, you will be responsible for prospecting and winning new small to medium business customers within a...
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Financial Planning Analyst
3 weeks ago
Lexington, United States Galls Full timeWHO WE ARE:Galls® proudly serves America’s Public Safety and Military professionals with the broadest selection of uniforms, equipment and solutions along with relentless service. Over one million Law Enforcement, Firefighting, Emergency Medical, Federal, Military, Corrections, Security, Postal, Public Transportation, and other essential workers each year...
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Financial Planning Analyst
1 week ago
lexington, United States Galls Full timeWHO WE ARE:Galls® proudly serves America’s Public Safety and Military professionals with the broadest selection of uniforms, equipment and solutions along with relentless service. Over one million Law Enforcement, Firefighting, Emergency Medical, Federal, Military, Corrections, Security, Postal, Public Transportation, and other essential workers each year...
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Financial Planning Analyst
3 weeks ago
Lexington, United States Galls Full timeWHO WE ARE:Galls® proudly serves America’s Public Safety and Military professionals with the broadest selection of uniforms, equipment and solutions along with relentless service. Over one million Law Enforcement, Firefighting, Emergency Medical, Federal, Military, Corrections, Security, Postal, Public Transportation, and other essential workers each year...
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Financial Planning Analyst
3 weeks ago
lexington, United States Galls Full timeWHO WE ARE:Galls® proudly serves America’s Public Safety and Military professionals with the broadest selection of uniforms, equipment and solutions along with relentless service. Over one million Law Enforcement, Firefighting, Emergency Medical, Federal, Military, Corrections, Security, Postal, Public Transportation, and other essential workers each year...
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Financial Planning Analyst
3 weeks ago
Lexington, United States Galls Full timeWHO WE ARE:Galls® proudly serves America’s Public Safety and Military professionals with the broadest selection of uniforms, equipment and solutions along with relentless service. Over one million Law Enforcement, Firefighting, Emergency Medical, Federal, Military, Corrections, Security, Postal, Public Transportation, and other essential workers each year...
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Territory Sales Consultant
1 month ago
Lexington, Kentucky, United States Staples Full timeJob Title: Territory Sales Consultant - HealthcareStaples is a business-to-business company, and you are the key to our success.We are seeking a highly motivated and experienced Territory Sales Consultant to join our team. As a Territory Sales Consultant, you will be responsible for prospecting and winning new small to medium business customers within a...
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Territory Sales Consultant
2 weeks ago
Lexington, Kentucky, United States Staples, Inc. Full timeJob Title: Territory Sales Consultant - HealthcareStaples is a business-to-business company, and we're looking for a Territory Sales Consultant to join our team. As a Territory Sales Consultant, you will be responsible for prospecting and winning new small to medium business customers within a defined territory.Key Responsibilities:Exhibit effective...
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Behavioral Health Consultant
3 days ago
Lexington, United States HealthFirst Bluegrass Inc. Full timeJob DescriptionJob DescriptionRewarding work! Make a difference.Student Loan Repayment!Join Us!If you are a compassionate Behavioral Health Professional looking to make a meaningful impact in the lives of others while working in a supportive and mission-driven environment, we would love to hear from you. Apply today to become a part of our community and...