Financial Consultant Assistant

4 weeks ago

Burlington Flats, United States Apex Solutions Full time
About Apex Solutions

We are a leading insurance and financial services company, dedicated to providing innovative solutions to our clients. Our team is passionate about delivering exceptional results and building strong relationships with our customers.

What We Offer
  • Flexible Work Arrangements: Work from home 3-4 days a week to achieve a better work-life balance.
  • Industry Insights: Gain a deep understanding of the insurance and finance industry, and develop your skills and knowledge in this field.
  • Competitive Compensation: Receive a fair and performance-based salary, reflecting your contributions to the team.
  • Motivated Team Environment: Join a dynamic and enthusiastic team that values collaboration and innovation.
  • Diverse Tasks and Opportunities: Take on a range of responsibilities and develop your communication skills through various projects and initiatives.
What You Can Expect
  • Customer Consultation: Support our clients in insurance and wealth-related matters, providing expert advice and guidance.
  • Professional Development: Learn new financial knowledge and skills in consultation and sales, and develop your expertise in these areas.
  • Client Advisory: Gradually gain experience in advising clients, and develop your ability to provide tailored solutions.
  • Independence and Flexibility: After individual training, work independently and flexibly, with the support of our team.
  • Team Expansion: Contribute to the growth and development of our team, and play a key role in expanding our sales and insurance services.
What We're Looking For
  • Strong Communication Skills: Excellent verbal and written communication skills, with the ability to build strong relationships with clients and colleagues.
  • Industry Knowledge: A solid understanding of the insurance and finance industry, with a passion for learning and professional development.
  • Team Player: A collaborative and enthusiastic team player, with a willingness to contribute to the growth and success of our company.
  • Adaptability: The ability to adapt to changing circumstances and priorities, with a flexible and proactive approach to work.

  • Financial Consultant Assistant

    2 weeks ago

    Burlington Flats, United States Apex Solutions Full time

    About Apex SolutionsWe are a dynamic team at Apex Solutions, backed by one of the largest insurers in the industry. Our mission is to expand our sales team in a sustainable and innovative way.What We OfferThe flexibility to work from home 3-4 days a week, allowing for a better work-life balanceThe opportunity to gain hands-on experience in the insurance and...

  • Financial Consultant

    2 weeks ago

    Burlington, Vermont, United States Meron Financial Agency Full time

    Unlock Your Potential as a Financial ConsultantMeron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals. We're seeking passionate and driven individuals who want to make a meaningful impact on people's lives as financial consultants.Why Choose Meron Financial Agency?We offer a unique...

  • Financial Consultant

    4 weeks ago

    Burlington, Massachusetts, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients.Key ResponsibilitiesProcure new clients and grow your existing practice through client asset consolidation, networking, and...

  • Financial Consultant

    4 weeks ago

    Burlington, Massachusetts, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and wealth management...

  • Financial Consultant

    3 weeks ago

    Burlington, Massachusetts, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and wealth management...

  • Financial Services Assistant

    3 weeks ago

    Burlington, Vermont, United States Johnson Financial Group Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Services Assistant to join our team at Johnson Financial Group. As a key member of our sales support team, you will provide comprehensive administrative support to our Financial Advisors, ensuring a high level of business professionalism and support that positively impacts new business...

  • Financial Services Assistant

    7 days ago

    Burlington, Vermont, United States Johnson Financial Group Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Services Assistant to join our team at Johnson Financial Group. As a key member of our sales support team, you will provide comprehensive administrative support to our Financial Advisors, ensuring a high level of business professionalism and support that positively impacts new business...

  • Financial Services Assistant

    4 weeks ago

    Burlington, Vermont, United States Johnson Financial Group Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Services Assistant to join our team at Johnson Financial Group. As a key member of our sales support team, you will provide comprehensive administrative support to our Financial Advisors, ensuring a high level of business professionalism and support that positively impacts profitable...

  • Financial Consultant

    4 weeks ago

    Burlington, Vermont, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, including investment management, retirement...

  • Financial Consultant

    1 month ago

    Burlington, Massachusetts, United States Charles Schwab Full time

    About the RoleAs a Financial Consultant at Charles Schwab, you will be responsible for providing financial guidance and wealth management advice to existing clients. This role requires a strong understanding of financial markets, investment strategies, and client relationships.Key ResponsibilitiesProvide financial planning and wealth management advice to...

  • Financial Consultant

    3 weeks ago

    Burlington, Vermont, United States Charles Schwab Full time

    Unlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a vital role in helping clients achieve their financial goals and build lasting relationships built on trust and respect.As a key member of our branch team,...

  • Financial Consultant

    4 weeks ago

    Burlington, Massachusetts, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, including investment management, retirement...

  • Financial Consultant

    4 weeks ago

    Burlington, Vermont, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're committed to helping our clients achieve their financial goals. As a Financial Consultant - Wealth Management, you'll play a critical role in providing expert guidance and advice to our clients, helping them navigate the complexities of wealth management.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Financial Consultant

    3 weeks ago

    Burlington, Vermont, United States Charles Schwab Full time

    {"Your OpportunityAt Charles Schwab, you'll have the chance to make a meaningful impact on your career and the lives of our clients. Our innovative approach to wealth management combines creative problem-solving with a passion for helping others achieve their financial goals.As a Financial Consultant at Schwab, you'll work closely with clients to provide...

  • Financial Analyst

    2 weeks ago

    Burlington, United States European Bioinformatics Institute Full time

    At EBI we're committed to providing deep technical, industry and commercial real estate expertise to help our clients navigate complexity and realize maximum value for their assets. For 35 years we've been helping investors, lenders, owners, developers, contractors, and property managers mitigate risk and optimize their built facilities for maximum economic,...

  • Financial Analyst

    2 weeks ago

    Burlington, United States European Bioinformatics Institute Full time

    At EBI we're committed to providing deep technical, industry and commercial real estate expertise to help our clients navigate complexity and realize maximum value for their assets. For 35 years we've been helping investors, lenders, owners, developers, contractors, and property managers mitigate risk and optimize their built facilities for maximum economic,...

  • Investment Consultant

    2 weeks ago

    Burlington, Vermont, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAre you passionate about helping clients achieve their financial goals? Do you have a knack for building strong relationships and providing exceptional service? If so, we invite you to join our team as an Investment Consultant at Charles Schwab.About the RoleAs an Investment Consultant, you...

  • VP - Financial Consultant - Burlington, MA MA

    1 month ago

    burlington, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...

  • VP - Financial Consultant - Burlington, MA MA

    1 month ago

    burlington, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...

  • Senior Consultant

    3 weeks ago

    Burlington, Vermont, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled Data Strategy Consultant to join our team at State Street Corporation. As a key member of our Data Strategy Group, you will play a critical role in defining best practices for data management for our Charles River Investment Management (CRIMS) and Alpha implementations.Key ResponsibilitiesLead the data consulting...