Experienced Financial Consultant
4 weeks ago
We are a leading financial services company seeking a seasoned financial advisor to join our team. As a financial advisor with experience, you will play a crucial role in helping our clients achieve their financial goals.
Key Responsibilities:- Build and maintain a portfolio of customers, providing tailored financial advice and services
- Analyze customer financial situations and offer customized financial solutions
- Develop and implement comprehensive financial plans for clients, aligned with their objectives and goals
- Stay up-to-date with market trends, research financial products, and provide expert advice to clients
- Provide exceptional customer service to current and potential clients
- Bachelor's degree in a related field, such as finance, accounting, or economics
- Resident insurance license, Life & Health
- Minimum of 1 year of experience in the financial services industry
- Strong customer service, communication, and presentation skills
- Excellent verbal and written communication skills
- Good knowledge of risk management and investment strategies
- Series 6 or 7
- CFP certification
- Knowledge and proficiency in CRM software and financial data analysis tools
- Strong organizational and time management skills
- Ability to multitask and prioritize
- Proficiency in MS Office
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Experienced Banking Consultant
3 weeks ago
New York, New York, United States West Monroe Experienced Full timeTransformative Opportunity in BankingWest Monroe is seeking an Experienced Consultant with Banking and Consulting experience to join our teams in New York, Chicago, Seattle, or LA. Our Banking practice focuses on business and technology projects across areas like commercial lending, treasury management, mergers and acquisitions, and risk/regulatory...
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Experienced Banking Consultant
3 weeks ago
New York, New York, United States West Monroe Experienced Full timeWe are seeking an Experienced Consultant with Banking and Consulting experience to join our team at West Monroe. Our Banking practice is a growing team that focuses on business and technology projects across areas like commercial lending, treasury management, mergers and acquisitions, and risk/regulatory compliance.We help our clients with operating models...
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Experienced Financial Consultant
3 weeks ago
New York, New York, United States Fifth Avenue Financial Full timeFifth Avenue Financial seeks a seasoned financial advisor to build a portfolio of customers and provide tailored financial services and insurance products. Key responsibilities include analyzing customer financial situations, developing customized financial plans, and monitoring markets for new developments. A bachelor's degree in a related field, such as...
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Expert Financial Consultant
2 weeks ago
New York, New York, United States Prudential Financial Full timeWe are seeking an accomplished Financial Consultant to join our team at Prudential Financial.As a respected Investment Advisor with a successful practice, you are looking to grow your business and expand your offerings.To support you in achieving your goals, we provide:An open architecture platform for client solutionsCompetitive payoutsPractice building...
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Senior Financial Services Consultant
3 weeks ago
New York, New York, United States Alvarez & Marsal Financial Services Industry Group, LLC Full timeJob SummaryWe are seeking a highly experienced Senior Financial Services Consultant to join our team at Alvarez & Marsal Financial Services Industry Group, LLC. As a Senior Financial Services Consultant, you will be responsible for driving transformation and growth strategies for our clients in the financial services industry.Key ResponsibilitiesDevelop and...
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Senior Financial Services Consultant
4 weeks ago
New York, New York, United States Alvarez & Marsal Financial Services Industry Group, LLC Full timeFinancial Services Transformation LeaderAlvarez & Marsal's Financial Services Industry Group partners with financial services firms and private investors to drive results, create value, and unlock business opportunities at every stage of their growth strategies. Through deals, disruption, and distress solutions, we join forces with clients to catalyze growth...
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Financial Markets Infrastructure Consultant
3 weeks ago
New York, New York, United States Alvarez & Marsal Financial Services Industry Group, LLC Full timeAlvarez & Marsal's Financial Services Industry group partners with financial services firms and private investors to drive results, create value and unlock business opportunities at every stage of their growth strategies.Through deals, disruption, and distress solutions, we join forces with clients to catalyze growth and profitability, navigate the complex...
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Senior Benefits Consultant
3 weeks ago
New York, New York, United States IMA Financial Group Full timeJob Summary:We are seeking a highly skilled Senior Benefits Consultant to join our team at IMA Financial Group. As a key member of our benefits division, you will be responsible for leading strategic consultation and planning efforts for client benefit programs.Key Responsibilities:Develop and implement comprehensive benefits strategies to meet client goals...
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Senior Financial Consultant
3 weeks ago
New York, New York, United States Fifth Avenue Financial Full timeJob OverviewFifth Avenue Financial is seeking a skilled financial advisor to provide expert guidance to clients. The ideal candidate will have a strong background in financial services and a proven track record of success.Key Responsibilities:Develop and implement customized financial plans for clientsAnalyze client financial situations and provide tailored...
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Financial Consultant
4 weeks ago
New York, New York, United States New Start Capital Full timeAbout New Start Capital:We are a debt modification firm dedicated to helping clients achieve financial stability through personalized solutions. Our commitment to transparency, integrity, and exceptional customer service sets us apart in the industry.Role Overview:As a Financial Consultant with New Start Capital, you will work closely with prospective...
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Underwriting Consultant
3 weeks ago
New York, New York, United States CNA Financial Corporation Full timeAt CNA Financial Corporation, we are seeking a skilled Underwriting Consultant to join our team. As an Underwriting Consultant, you will play a critical role in helping our customers manage risk and achieve their business goals.Key Responsibilities:Review applications and financial requirements to determine acceptability of risk in accordance with CNA's...
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Financial Services Consultant
3 weeks ago
New York, New York, United States Century Consulting Services Full timeUnlock Your Financial Potential with Century Consulting ServicesAre you ready to make a real impact and elevate your career in the financial services industry? Century Consulting Services is a trailblazer in debt relief, empowering clients to break free from high-interest loans and credit card debt, transforming their financial futures.Why Choose Century...
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Financial Services Specialist
4 weeks ago
New York, New York, United States Prudential Financial Full timeUnlock Your Potential as a Financial ProfessionalTake your career to new heights at Prudential FinancialWe are seeking a highly motivated and analytical individual to join our team in our Empire City Financial Group firm. As a Financial Professional, you will work closely with a team of experienced Financial Advisors to help clients achieve their financial...
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Financial Services Consultant
4 weeks ago
New York, New York, United States Century Consulting Services Full timeUnlock Your Potential with Century Consulting ServicesAre you ready to make a meaningful impact and elevate your career? Century Consulting Services is a trailblazer in the financial services industry, dedicated to empowering clients to break free from high-interest loans and credit card debt, transforming their financial futures.Why Choose Us?Hybrid...
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Financial Sales Consultant
4 weeks ago
New York, New York, United States Century Consulting Services Full time**Transform Lives with Century Consulting Services**Are you ready to make a meaningful impact in the financial services industry? We're seeking a talented Account Executive to join our innovative team at Century Consulting Services, a pioneer in debt relief solutions since 2013. Our mission is to empower individuals to break free from high-interest loans and...
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Senior Financial Consultant
3 weeks ago
New York, New York, United States Northwestern Mutual Full timeWe are seeking a highly skilled and experienced financial advisor to join our team at Northwestern Mutual. As a financial planning specialist, you will be responsible for analyzing client financial status and developing customized plans including investments, insurance, and retirement planning.Key Responsibilities:Analyze client financial status and develop...
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Financial Consultant Career Starter
4 weeks ago
New York, New York, United States Melius Consulting, LLC Full timeMelius Consulting, LLC is a cutting-edge financial services company dedicated to helping individuals and families build wealth and achieve financial security. We are licensed across the U.S., Canada, Mexico, and beyond, providing personalized financial strategies that make a difference. As a Financial Consultant, you will have the opportunity to learn,...
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Financial Advisor Journalist
4 weeks ago
New York, New York, United States Financial Times Full timeFinancial Advisor Journalist Job DescriptionWe are seeking an experienced financial journalist to join our team at Financial Times. As a Financial Advisor Journalist, you will be responsible for delivering high-quality, in-depth articles and features on the wealth management business, practice management, and other content relevant to financial advisors.Key...
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Senior Financial Services Consultant
3 weeks ago
New York, New York, United States Sia Partners Full timeJob SummarySia Partners is seeking a highly skilled Senior Financial Services Consultant to join our team. As a key member of our Financial Services Industry (FSI) Business Unit, you will be responsible for delivering business transformation solutions to our clients.Key ResponsibilitiesManage client delivery as part of an on-site or remote project team,...
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Financial Operations Specialist
3 weeks ago
New York, New York, United States Virtu Financial Full timeVirtu Financial is a leading financial firm that leverages cutting-edge technology to deliver liquidity to global markets and innovative, transparent trading solutions to clients.As a market maker, Virtu provides deep liquidity that helps create more efficient markets worldwide.Our market structure expertise, broad diversification, and execution technology...