Financial Services Consultant

Job OverviewWe are seeking an experienced professional to join our team as a Senior Financial Services Consultant. This role offers a unique opportunity for growth and development in the financial services industry.The ideal candidate will have a strong background in wealth management and a proven track record of success in delivering exceptional client...

About Insight Financial PlanningWe are a dynamic financial services company seeking an experienced Executive Financial Consultant to join our team in Norfolk, NE.This is a full-time position with a competitive salary range of $60,000.00 per year and excellent benefits package, including a Simple IRA Plan and paid time off.Job SummaryThe ideal candidate will...

Wellington Adams Financial Group is a boutique financial planning and investment advisory firm dedicated to helping our clients achieve their long-term financial goals.Job Summary:We are seeking an experienced Financial Advisor to join our team, who will work closely with senior advisors to support the delivery of comprehensive financial planning and...

About the RoleTata Consultancy Services is looking for a talented SAP Sourcing + Finance Consultant to join our team. This role offers an exciting opportunity to work on complex projects and collaborate with experienced professionals in the field.The successful candidate will be responsible for working closely with clients to understand their needs and...

The Financial Services Consultant is a key role within Citigroup Inc, driving wealth management services to clients with guidance from the Banker teams. With 2-5 years of relevant experience, this professional assesses risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and...

Job OverviewBaker Tilly is a leading advisory, tax and assurance firm providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.We are seeking a Financial Services Consultant to work directly with project managers and customers delivering software solutions for...

About Phaxis - Financial ServicesWe are a dynamic financial services company seeking a skilled Financial Professional to join our team.

About UsA well-established financial services firm, we pride ourselves on our commitment to innovation and customer satisfaction. As a Resolution Planning Consultant, you will be part of a talented team that values collaboration and excellence.We welcome applications from diverse backgrounds and are committed to being an inclusive employer.

Job OverviewWe are seeking a motivated and detail-oriented Financial Services Associate to join our team at Primerica Financial Services.

Razzino Associates, Inc. is a leading Financial Services focused consultancy firm with expertise in delivering expert consulting skills and deep product knowledge across all areas of the front office, operations, technology, risk, finance, and compliance.About UsWe serve everyone from global banks to emerging Fin-Tech's, from strategy through digital...

About the Job:Job SummaryThe Financial Services Consultant Lead is responsible for managing and growing key client accounts within the Banking, Financial Services, and Insurance (BFSI) domain. This role requires a deep understanding of IT consulting services and the BFSI industry to effectively drive client engagement, satisfaction, and business growth.Key...

We're looking for a highly skilled bookkeeping and financial services professional to join our team at Diversified Financial Services! In this role, you'll have the opportunity to provide expert bookkeeping and financial services to clients, including preparing financial statements, reconciliations, and other financial documents.About the Role:Prepare...

Job DescriptionGenesis Corp dba Genesis10 is seeking a skilled Financial Services IT Consultant to join our team for a project with a prominent Global Investment Bank client in the NYC Metro Area.This 5-day-a-week onsite role involves reviewing and analyzing selected systems from a data governance and risk/controls perspective, focusing on regulatory...

Job OverviewAt Phaxis - Financial Services, we are seeking a skilled Financial Services Collections Specialist to join our team.This is a full-time position responsible for managing customer payments and enhancing relationships with clients.Key Responsibilities:Process customer payments via checks and credit card transactionsPrepare invoices and weekly...

About Phaxis - Financial ServicesWe are a leading financial services company looking for an experienced Senior Accountant to join our team.

At Phaxis - Financial Services, we are seeking a skilled Billing Coordinator to join our team.The ideal candidate will have experience with ebilling using various vendor websites, ensuring billing compliance, and researching billing issues.Key responsibilities include generating pre-bills drafts monthly, utilizing ebilling platforms, and preparing complex...

Role SummaryVichara is a pioneering Financial Services firm in NY, with a focus on delivering cutting-edge solutions for top i-banks and hedge funds. We are currently seeking an experienced Capital Markets Sales Manager to lead our Fixed Income IT Consulting services in LA, New York, and San Francisco. The ideal candidate will have a proven track record of...

About the RoleWe are seeking a highly motivated and self-disciplined professional to join our team as a Senior Financial Services Consultant.Key Responsibilities:Help clients develop tailored financial strategies by recommending life insurance, savings plans, mutual funds, and other financial productsCollaborate with clients to gather personal financial...

Job OverviewWe are seeking a highly skilled Senior Accountant to join our team at Phaxis - Financial Services. In this role, you will be responsible for assisting with month-end close processes, booking journal entries, and investigating variances.You will also prepare and review account reconciliations and analysis, assist with the preparation of global...

Estimated Salary$83,500About UsWe provide a Business Operating Platform-as-a-Service. We are a trusted mutualized service provider for many of the leading global investment banks and financial service companies in the world. The job requires regular collaboration with key stakeholders in various industries such as operations, structuring, legal, and trading....