Financial Services Consultant

Join Infinite Wise Solutions as a Financial Services ConsultantWe are seeking highly motivated and ambitious individuals to join our team as financial services consultants. As a consultant, you will have the opportunity to work with clients to identify their financial goals and develop personalized plans to achieve them.The salary for this role is estimated...

Job OverviewCerity Partners, a leading national registered wealth management and institutional consulting firm, is seeking a highly skilled Client Service Associate to join its team. This role plays a critical part in delivering exceptional client support and service.About the JobThe successful candidate will be responsible for managing complex client...

**About This Role**This is a full-time Remote or Hybrid role for a Loan Officer at Elevator Mortgage in Irvine, CA. The Loan Officer will be responsible for evaluating loan applications, assisting clients with the application process, and ensuring all regulatory requirements are met.Key qualifications include a strong understanding of financial products and...

About UsAt Alleviate Financial Solutions, we are committed to providing our clients with the highest level of service and support. Our team of experienced professionals is dedicated to helping individuals achieve their financial goals and overcome financial challenges. We believe in creating a positive and supportive work environment that encourages growth,...

A Senior Tax Consultant at RES Consultant Group will be responsible for providing tax services to clients in various industries, including Construction, Real Estate, Pro Athletes, Manufacturing, or Distribution.This role requires strong computer skills, knowledge of tax software, and the ability to prioritize effectively and multi-task. The ideal candidate...

Job DescriptionWe are seeking a Financial Services Account Manager to join our team at Alleviate Financial Solutions. As a key member of our customer-facing staff, you will be responsible for delivering exceptional service to our clients, ensuring their satisfaction with our products and services.Key Responsibilities• Communicate with clients to understand...

Job OverviewWe are seeking a highly motivated and results-driven Real Estate Sales Consultant to join our team at Alt Financial Network, Inc.In this role, you will have the opportunity to work with a variety of clients, providing exceptional customer service and helping them achieve their real estate goals.

At RES Consultant Group, we are seeking an experienced Taxation Professional to join our team in Irvine, California.About the RoleThis is a senior-level position that involves working with a client base of private companies, construction, insurance, real estate, manufacturing, and not-for-profit organizations.The ideal candidate will have experience...

About Infinite Wise Solutions">We are a rapidly growing financial services company that provides innovative solutions to individuals, families, and businesses. Our mission is to empower people to achieve their long-term financial goals and dreams.">Compensation Package">The estimated annual salary for this role is $80,000 - $120,000 depending on experience...

Job Title: Financial Services ProfessionalWe are seeking a skilled Administrative Assistant to join our team at Ultimate Staffing Services in Irvine, CA.Salary Range: $30.00 - $36.00 per hour depending on experience.About the RoleThis is a direct hire opportunity for an experienced Administrative Assistant to provide exceptional support to our clients in the...

About Trilogy FinancialTrilogy Financial is a leading financial services company seeking an experienced Application Support Specialist to join our team. As a key member of our technology team, you will play a vital role in supporting advisor application enhancement initiatives and managing project management functions.Job SummaryThis is a dynamic opportunity...

Job Title: Revenue Management ConsultantEstimated Salary: $95,000 - $125,000 per yearAbout the Company:LH Global Consulting is a leading consulting firm that provides expert services in revenue management, financial reporting, and data analysis.Job Description:We are seeking an experienced Revenue Management Consultant to join our team. The ideal candidate...

Job OverviewLH Global Consulting is seeking a skilled Financial Data Analyst to prepare and examine financial records. The successful candidate will have fundamental knowledge of GAAP and be able to prioritize tasks effectively.Key Responsibilities:Obtain primary financial data for accounting recordsCompute and record numerical data accuratelyVerify the...

About Alleviate Financial SolutionsAlleviate Financial Solutions is a fast-growing company in the debt relief space, dedicated to helping clients find solutions to their financial challenges. Our vibrant and energetic organization of nearly 500 employees is committed to providing exceptional service and support.Job SummaryThe Client Success Summons Liaison...

Financial Services AmbassadorCome work for Capital One, where you can help customers and the community achieve their financial goals. As a Financial Services Ambassador, you will play a key role in creating memorable experiences and driving brand awareness. Our unique benefits and programs are designed to support your well-being, enabling you to thrive both...

Job OpportunityWe are seeking a skilled Financial Services Representative to join our team at Wally Shao - State Farm Agent.About the RoleThis position plays a vital part in our daily business operations and customer success. As a representative, you will grow our agency through meaningful client relations and act as a liaison between customer needs and...

Job Title: Financial Services SpecialistWe are seeking a skilled Financial Services Specialist to join our team at Boutique Recruiting in Irvine. This role involves examining loan applications, assessing applicant background, and making informed decisions about loan approvals or denials. The ideal candidate will have 3+ years of experience in a related...

About the JobWe are looking for a skilled Tax Consultant to join our team in Irvine. The successful candidate will be responsible for performing tax, financial, and consulting engagements, and will have the opportunity to work on various projects and develop their skills in a dynamic environment.The ideal candidate will have experience in tax accounting and...

Why Work with Us?We believe that everyone deserves financial freedom, and our team is dedicated to helping our clients achieve this goal. As a Senior Debt Advisor, you will have the opportunity to make a meaningful impact on people's lives while building a successful career with us.Salary and BenefitsWe offer a competitive hourly rate of $16.00, with...

Job SummaryWe are seeking a skilled Mortgage Loan Officer to join our team at American Heritage Lending. This is an excellent opportunity for a motivated individual to build a successful career in the financial services industry.The ideal candidate will have a strong understanding of mortgage products and be able to provide exceptional customer service to...