Lead Financial Consultant
5 days ago
Overview
">We are a $6 billion-dollar multi-custodial RIA that serves over 37 advisor teams across the country. Our advisor teams are fiercely independent, but they don't want to be alone as they grow and evolve their practice into a business. As a firm and leadership, we meet our advisors where they are in their stage of growth, and partner to promote growth.
About Us
We offer a collaborative culture with a great team and excellent potential for continued growth and opportunity. The ideal candidate will have a minimum of 4 to 5 years of experience in an advisor role, with securities licenses including Series 7 & 66 (or the equivalent of Series 65 & 63), and be certified as a financial planner or in process.
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Financial Well-being Consultant
1 week ago
West Chester, Pennsylvania, United States VanWeelden Financial Group Full timeJoin Our TeamWe are seeking a dedicated Financial Well-being Consultant to help our clients achieve their financial goals. As a member of our team at VanWeelden Financial Group, you will work closely with clients to understand their needs and develop customized solutions.The ideal candidate will have Series 65 and major lines insurance licensing or be...
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Senior Financial Management Consultant
1 month ago
McLean, United States NuvoLogic Consulting Full timeNuvoLogic Consulting is a management consulting company in the Northern Virginia area. We engage with public and private sector clients with a primary focus on financial services and mortgage finance. We help our clients in the areas of finance, accounting and operations to support CFO, budget, audit readiness, and risk management functions; business and...
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Director, Financial Planning
4 weeks ago
McLean, VA, United States FTI Consulting Full timeWho We Are FTI Consulting is the world’s leading expert-driven consulting firm. Over the last 40 years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world’s leading law and private equity firms when they are facing their greatest opportunities and challenges. Our strong performance and continued...
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Financial Planning Consultant
2 weeks ago
West Chester, Pennsylvania, United States VanWeelden Financial Group Full timeJob OverviewWe are a boutique financial services firm catering to retired and nearly retired clientele. Our ideal candidate will have series 65 and major lines insurance licensing or be willing/able to secure them within the first year.Our team is unique in our approach, providing holistic financial services including investment, tax, income, insurance,...
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Financial Reporting Accounting Lead
6 days ago
West Des Moines, Iowa, United States Watercress Financial Group LLC Full timeJob Title: Financial Reporting Accounting LeadEstimated Salary: $120,000 - $180,000 per yearCompany OverviewWatercress Financial Group LLC is a financial technology lender with a small office work environment. Our company is committed to maintaining high standards of financial reporting and analysis.Job DescriptionAs a seasoned financial accountant, the...
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Financial Manager
6 days ago
West McLean, United States Edge Staffing Partners Full timeJob Title: Financial ManagerOverview: Edge Staffing Partners is seeking an experienced Financial Manager to join their team. As a key member of the finance department, you will be responsible for overseeing day-to-day accounting operations, including accounts payable, accounts receivable, general ledger, and payroll.Salary: $120,000 - $150,000 per year.Job...
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Customer Service Financial Consultant
1 month ago
West Plains, Missouri, United States Flagstar Bank Full timeBranch Banking Client Consultant IIThe role of a Branch Banking Client Consultant II at Flagstar Bank involves providing high-quality, prompt, and professional financial services to customers. This position focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure clients have access to...
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Professional Insurance Consultant
2 weeks ago
Sun City West, Arizona, United States Waldher Financial Full timeWe are seeking a highly skilled Professional Insurance Consultant to join our team at Waldher Financial. As a Professional Insurance Consultant, you will be responsible for providing expert advice to clients on insurance products and services.The ideal candidate will have a strong understanding of industry trends and regulations, as well as excellent...
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Lead Functional Consultant
3 weeks ago
McLean, United States Axxum Technologies Full timeLEAD FUNCTIONAL CONSULTANT - ORACLE FUSION HCM CLOUDLocation: RemoteDuration: 2 YearThe Lead Functional Consultant - Oracle Fusion HCM Cloud performs a lead role in driving the business analysis function of the CPS ERP Modernization Program for the implementation of Oracle Fusion HCM-related cloud services, including HCM, Recruiting, Workforce Compensation,...
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Financial Services Consultant
2 weeks ago
West Palm Beach, Florida, United States The Busick Agency Full timeThe Busick Agency, a dynamic team of remote workers, is seeking skilled Financial Services Consultants to promote life and health insurance products nationwide.Salary Range$50,000 - $100,000 per year, based on 2-10 sales per weekThis is a commission-based sales position with opportunities for advancement and professional growth.As a consultant, you will be...
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McLean, United States Capital One Financial Corporation Full timeAct as a central Information Security point of contact for the Commercial line of business. Coordinate and execute proactive Information Security consulting to the business and technology teams covering Infrastructure Security, Resiliency, Data Secur Security, Information, Associate, Office, Consultant, Principal, Banking
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McLean, United States Capital One Financial Corporation Full timeAct as a central Information Security point of contact for the Commercial line of business. Coordinate and execute proactive Information Security consulting to the business and technology teams covering Infrastructure Security, Resiliency, Data Secur Security, Information, Associate, Office, Consultant, Principal, Banking Learn More
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Executive Financial Advisor
6 days ago
West McLean, United States Glades Talent Full timeAs a lead financial advisor at Glades Talent, you will have the opportunity to work with a talented team of professionals to provide exceptional service to our clients. Your responsibilities will include developing and implementing comprehensive financial plans, providing ongoing advice and guidance to clients, and collaborating with other professionals and...
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System Consultants
3 weeks ago
McLean, United States DMI Full timeAbout DMI DMI is a leading global provider of digital services working at the intersection of public and private sectors. With broad capabilities across IT managed services, cybersecurity, cloud migration and application development, DMI provides on-site and remote support to clients within governments, healthcare, financial services, transportation,...
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System Consultants
1 month ago
McLean, United States DMI Full timeAbout DMI DMI is a leading global provider of digital services working at the intersection of public and private sectors. With broad capabilities across IT managed services, cybersecurity, cloud migration and application development, DMI provides on-site and remote support to clients within governments, healthcare, financial services, transportation,...
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Financial Services Consultant
7 days ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeCompany OverviewStrategic Fortune Wealth Management is a leading provider of comprehensive wealth management services. Our team of experts specializes in offering tailored solutions to individuals and businesses.SalaryOur financial advisors can earn unlimited income, with no caps on their earnings potential. This means that successful professionals can build...
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Business Consultant
1 month ago
West Des Moines, United States Genesis10 Full timeGenesis10 is a leading provider of technology-enabled business services. We are seeking an experienced Business Execution Consultant to join our client in the financial industry.Job SummaryWe are looking for a highly skilled and motivated individual to partner with our client's cross-functional teams to drive business growth and improve operational...
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West Hartford, Connecticut, United States Baystate Financial Full timeJob OverviewWe are Baystate Financial, a leading wealth management and financial services firm in New England. With over a century of experience, we have provided guidance, insight, and results to a diverse client base. Our team of over 300 professionals and 200 support staff are dedicated to building financial plans that meet the unique needs of our...
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Senior Financial Consultant
4 weeks ago
West Chester, United States Citadel Federal Credit Union Full timeOverviewCitadel Federal Credit Union is a leading financial institution seeking an experienced Financial Services Specialist to join our team. This role offers a unique opportunity to provide expert financial guidance and services to our valued members.Salary Range: $80,000 - $120,000 per annum, depending on experience.Job Description:In this key role, you...
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System Consultants
2 weeks ago
McLean, United States DMI Full timeAbout DMI DMI is a leading global provider of digital services working at the intersection of public and private sectors. With broad capabilities across IT managed services, cybersecurity, cloud migration and application development, DMI provides on-site and remote support to clients within governments, healthcare, financial services, transportation,...