Financial Services Business Consultant

3 weeks ago


Fort Lauderdale, Florida, United States Sound Income Academy Full time

Sound Income Academy is seeking a highly skilled Financial Services Business Consultant to join our team. In this role, you will work closely with financial advisors to identify areas for improvement and develop strategies for growth and development.

The estimated salary for this position is $100,000 - $140,000 per year, depending on experience. The successful candidate will be responsible for analyzing complex business challenges, developing tailored solutions, and collaborating with internal teams to ensure seamless support and alignment with company goals.

Key Responsibilities:

  • Analyze complex business challenges and develop tailored solutions
  • Collaborate with financial advisors to identify areas for improvement
  • Develop strategies for growth and development
  • Work closely with internal teams to ensure seamless support and alignment with company goals

Requirements:

  • Bachelor's degree in finance or a related field
  • Minimum 7 years of experience in the financial services industry
  • Series 65 license required

We Offer:

  • A competitive salary range of $100,000 - $140,000 per year
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment


  • Fort Lauderdale, Florida, United States Olsen Financial Group Full time

    About the RoleAs a Financial Freedom Consultant at Olsen Financial Group, you will have the opportunity to make a positive impact in your community by assisting families with not only a financial safety net through insurance products but also with building family legacies. You will follow up on client requests and present them with a plan that will provide...

  • Financial Consultant

    3 weeks ago


    Fort Myers, Florida, United States Meron Financial Agency Full time

    At Meron Financial Agency, we are looking for driven individuals who want to make a meaningful impact on people's lives as financial consultants. As a Financial Consultant, you will have the opportunity to work with a leading firm committed to empowering individuals and businesses to achieve their financial goals.We offer a unique approach that combines...


  • Fort Lauderdale, Florida, United States Atlantix Partners Full time

    Job OverviewWe are seeking a talented Financial Manager Consultant to join our team at Atlantix Partners. This is a permanent job with strong career growth opportunities and competitive benefits.This role is a great opportunity for an accountant who has worked at companies with minimum revenue of $100 million to large Fortune 500 companies. It allows...


  • Fort Lauderdale, Florida, United States Brilliant Financial Search - FL Full time

    About UsBrilliant Financial Search is an award-winning staffing and recruiting firm that provides direct-hire and contract staffing services in accounting, finance, and technology. We serve businesses across the continental U.S. and pride ourselves on delivering tailored staffing solutions that meet our clients' specific needs.Our specialized accounting and...


  • Fort Lauderdale, Florida, United States KSDT CPA Full time

    We are seeking a Financial Services Supervisor to join our team at KSDT CPA. As a Financial Services Supervisor, you will be responsible for leading client engagements from start to finish, which includes planning, executing, directing, and completing projects and managing to budget.You will also provide consulting services and make innovative...


  • Fort Lauderdale, Florida, United States Lumina Financial Solutions Full time

    Discover a Rewarding Career in InsuranceAs a Licensed Life Insurance Agent with Lumina Financial Solutions, you will have the opportunity to build a successful and rewarding career in the financial services industry. Our company is dedicated to protecting families and individuals from financial risks, and we are committed to providing exceptional service and...


  • Fort Lauderdale, Florida, United States Samuels Accounting Service Full time

    Job OverviewWe are a dynamic boutique accounting firm specializing in strategic planning and financial services for small to medium-sized businesses across multiple states and overseas.Our team of experienced professionals is dedicated to providing exceptional support to our clients, leveraging industry-leading software such as QuickBooks Desktop and On-line...


  • Fort Myers, Florida, United States Advisor Employee Services Full time

    **Company Overview**Advisor Employee Services is a consulting firm that represents the top 1% of financial advisors in all 50 states. We have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of established financial advisors.


  • Fort Lauderdale, Florida, United States The Zelaya Agency Full time

    Company OverviewThe Zelaya Agency, powered by Symmetry Financial Group, is a leading life insurance brokerage that empowers remote sales representatives to succeed in the mortgage protection and life insurance industries.CompensationOur commission-based sales position offers lucrative earning potential, with average commissions ranging from $550 to $250,000...


  • Fort Lauderdale, Florida, United States Century Business Services Full time

    As a Business Risk Assurance Professional at Century Business Services, you will play a key role in helping our clients navigate the complex landscape of risk management.About Us:Century Business Services is thrilled to announce its partnership with CBIZ, one of the nation's top accounting and advisory providers. This strategic alliance brings together the...


  • Fort Lauderdale, Florida, United States Symmetry Financial Group - Gary Uyemura Full time

    Symmetry Financial Group, a leading insurance agency, is seeking a talented and detail-oriented Insurance Career Development Consultant. In this role, you will play a critical part in helping new agents succeed and grow within the company, providing guidance and support to help them meet their career goals.With a strong understanding of the insurance...

  • Financial Consultant

    3 weeks ago


    Fort Myers, Florida, United States Metzen Agency Full time

    About the PositionWe are seeking a highly motivated Financial Consultant to join our team at The Metzen Agency. As a Financial Consultant, you will be responsible for helping clients achieve their long-term financial goals through personalized financial planning and investment advice.Key Responsibilities:Analyze clients' financial situations and develop...


  • Fort Lauderdale, Florida, United States Capital Precision Full time

    Job SummaryWe are seeking a highly accomplished Business Financial Controller to join our team at Capital Precision. This is an exceptional opportunity for a seasoned accounting professional to leverage their expertise in financial management and leadership.About the Role:Oversee all financial activities, including budgeting, forecasting, and financial...


  • Fort Lauderdale, Florida, United States Grayling Associates Inc Full time

    Job OverviewGrayling Associates, Inc. is a leading Financial Services recruiting and consulting firm in the country.We are seeking an experienced Recruiting Director to join our Florida team.Key ResponsibilitiesWork with existing clients to support internal administration and advisor support recruiting needs.Recruit experienced financial advisors for both...


  • Fort Lauderdale, Florida, United States Sound Income Academy Full time

    Key ResponsibilitiesAs a Primary Coach, you will provide high-level strategic guidance and support that directly impacts advisors' business operations. This includes exercising independent judgment in working directly with Financial Advisors and their staff to develop and implement comprehensive strategies for establishing, optimizing, and growing their...


  • Fort Lauderdale, Florida, United States Insight Global Full time

    Job OverviewWe are seeking a highly skilled Business Intelligence Consultant to join our team at Insight Global. As a key member of our Business Intelligence team, you will play a critical role in delivering high-quality reports and dashboards to support business decision-making.In this role, you will be responsible for analyzing complex data sets,...


  • Fort Lauderdale, Florida, United States EA Agency Symmetry Financial Group Full time

    Unlock Your Potential as a Life Insurance Agent with EA Agency / Symmetry Financial GroupWe are seeking experienced and ambitious professionals to join our team as independent life insurance agents. Our comprehensive training program will equip you with the skills and knowledge needed to excel in this field. With a streamlined lead generation system, you'll...


  • Fort Lauderdale, Florida, United States Seacoast Bank Full time

    Job Description: Seacoast Bank is seeking an experienced Financial Services Professional to join our team as a Senior Client Advisor. This role offers a unique opportunity to build strong relationships with our customers and provide tailored solutions to meet their financial needs.Responsibilities:Identify customer needs and offer suitable solutions from...


  • Fort Lauderdale, Florida, United States New York Life Full time

    Company OverviewNew York Life, a leading mutual company in the U.S., is uniquely aligned with its clients' interests and priorities. With over 178 years of industry success, we have earned numerous accolades, including being ranked #71 on Fortune 100 in 2023 and having the most MDRT members in any U.S. mutual company in 2023.Job DescriptionAs a Financial...


  • Fort Lauderdale, Florida, United States KPMG Full time

    About KPMG">KPMG is a leading provider of audit, tax and advisory services for organizations in today's most important industries. We have a reputation for delivering real results for our clients, driven by our culture that encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities.">Our...