Financial Consultant

About the RoleAs a Financial Consultant at Charles Schwab, you will be responsible for providing financial guidance and wealth management advice to existing clients. Your primary goal will be to grow your practice holistically through client asset consolidation, networking, and earning client referrals.Key ResponsibilitiesProvide financial planning and...

About the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.Key ResponsibilitiesProvide financial guidance to clients while forming lasting...

Job SummaryWe are seeking a highly skilled and compassionate Financial Counselor to join our team at Reproductive Medicine Assoc of NY, LLP. As a Financial Counselor, you will play a critical role in providing exceptional patient care and service for fertility treatments.Key ResponsibilitiesConsult with patients regarding their benefits, coverage, and...

Job SummaryWe are seeking a highly skilled and compassionate Financial Counselor to join our team at Reproductive Medicine Assoc of NY, LLP. As a key member of our staff, you will play a vital role in providing exceptional patient care and financial guidance to our patients.Key ResponsibilitiesConsult with patients regarding their benefits, coverage, and...

A Meaningful Career OpportunityVelocity Enterprises is seeking a highly motivated Trainee Career and Financial Consultant to join our team. As a Trainee, you will have the opportunity to learn and grow with our company, developing your skills and expertise in career and financial consulting.Your ResponsibilitiesDevelop financial concepts and support clients...

Job OverviewAbout DARCARS Automotive GroupDARCARS Automotive Group is a leading automotive dealership group seeking a highly skilled and experienced Finance Manager to join our team.Key ResponsibilitiesWork closely with the sales team to assist customers in the financial buying process, ensuring a seamless and transparent experience.Consult and sell finance...

Urology Advanced Practice Clinician OpportunityOptum NY, a leading clinician-led care organization, is seeking a highly skilled Urology Advanced Practice Clinician to join our team in Mount Kisco, NY. As a member of our Optum Care Delivery team, you will be an integral part of our vision to make healthcare better for everyone.At Optum, you will have the...

About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Financial Services Representative. As a key member of our sales team, you will be responsible for providing exceptional customer service and support to our clients.Your Key ResponsibilitiesProvide personalized and professional consulting services to clients,...

About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Banking Consultant for Private Clients. As a key member of our team, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key ResponsibilitiesProvide personalized financial advice and guidance to...

About Spectrum InnovationsSpectrum Innovations is a dynamic and innovative company that values long-term perspectives and shared success. We are a team of professionals who are passionate about helping small and medium-sized enterprises (SMEs) and startups achieve their goals.Our MissionWe are committed to providing expert tax consulting services that are...

Job Title: Director of Finance/ControllerGeorge Washington's Mount Vernon is seeking a highly skilled and experienced Director of Finance/Controller to join our team. As a key member of our leadership team, you will be responsible for directing all day-to-day accounting and finance operations of the Association.Key Responsibilities:Staff management and...

Join Our Team as a Bank ClerkWe are seeking a highly motivated and customer-focused individual to join our team as a bank clerk. As a personal customer advisor, you will be responsible for providing exceptional service to our clients, understanding their financial needs, and offering tailored solutions.About the RoleProvide expert advice on financial...

About the RoleWe are seeking a skilled Banking Professional to join our team at Sapphire Ventures. As a key member of our sales team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesProvide personalized consulting services to clients, understanding their financial needs and goals.Expand your...

About the RoleWe are seeking a highly skilled Banking Professional to join our team at Sapphire Ventures. As a key member of our sales team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesProvide personalized consulting services to clients, understanding their financial needs and...

About the RoleAt Alaska USA, we're seeking a highly skilled and customer-focused Financial Services Representative to join our team. As a key member of our team, you will be responsible for delivering exceptional member experiences through a consultative and personalized approach.Key ResponsibilitiesActively engage with existing and prospective members to...

Job Title: Audit Manager II Financial Crimes High RiskJob Summary:The Audit Manager II Financial Crimes High Risk is responsible for overseeing the planning and execution of audits covering discrete business units or functional corporate areas. This role will also oversee the Audit team performing the audits.Key Responsibilities:Contributes to the Audit...

About VisanteVisante is a specialized consulting firm focused on helping hospitals and health systems accelerate strong clinical, operational, and financial performance through pharmacy. Our team of professionals brings deep, contemporary expertise and innovation to optimizing all aspects of a fully integrated health system pharmacy program, driving...

Job OverviewWe are a leading consulting firm, Elite Consulting Partners, specializing in providing strategic advice and solutions to financial services professionals. Our team is dedicated to helping clients achieve their business goals through expert consulting and support services.As an Appointment Coordinator, you will play a crucial role in our client...

Job OverviewWe are a leading national recruiting and consulting firm, specializing in providing strategic advice and solutions to the financial services industry.As a key member of our team, you will be responsible for establishing relationships with potential candidates, utilizing our CRM-linked dialing assistant to introduce our client's firm and schedule...

Job DescriptionThe Senior Audit Manager is a key member of our Audit team, responsible for providing specialized in-depth audit expertise and contributing to the planning, risk assessment, and execution of audits and related processes enterprise-wide.Key ResponsibilitiesProvides people management leadership by hiring, setting goals, developing staff,...