Licensed Financial Consultant
7 days ago
Company Description
Transamerica Financial Advisors, Inc. (TFA) is a full-service, fully licensed, independent Broker/Dealer and Registered Investment Advisor vested in your success. With decades of experience, TFA handles more than $10 Billion in customer assets through over 3,300 Registered Representatives nationwide. TFA offers clients the resources of a large corporation along with personalized service and flexibility to offer investment choices from industry-leading names. Securities and Investment Advisory Services are offered through TFA, a member of FINRA, SIPC, MSRB, and federally Registered Investment Advisor. Headquartered in Cedar Rapids, Iowa, and Philadelphia, Pennsylvania, TFA is dedicated to providing valuable financial services while complying with all regulatory requirements.
Role Description
This is a remote contract role for a Licensed Financial Consultant. The Licensed Financial Consultant will be responsible for providing comprehensive financial planning and investment services to clients. Day-to-day tasks include conducting financial assessments, developing tailored financial plans, assisting with investments, and offering retirement planning services. The consultant will utilize their analytical skills to evaluate clients' financial situations and recommend suitable solutions.
Qualifications
- Excellent Financial Planning and Retirement Planning skills
- Proficiency in Investments and Finance
- Strong Analytical Skills
- Relevant professional licenses and certifications, such as life, Series 6 and 63 or equivalent (required)
- Ability to work independently and remotely
- Effective communication and interpersonal skills
- Bachelor's degree in Finance, Economics, or a related field
- Experience in financial consulting or a related field is a plus
-
Senior Financial Planning Consultant
5 days ago
San Diego, California, United States LPL Financial Full time $81,500 - $135,900What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next...
-
Financial Consultant
6 days ago
San Francisco, California, United States Fidelity Investments Full time $60,000 - $75,000 per yearJob Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Financial Advisor
2 days ago
San Francisco, California, United States LPL Financial Full time $80,000 - $120,000 per yearCredit UnionFinancial Advisor – San Francisco Federal Credit UnionYour career path should lead to real opportunityLPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at San Francisco Federal Credit Union in San Francisco, CA would allow you to join the Investment...
-
BlackLine consultant
4 days ago
San Jose, California, United States PROCAL TECHNOLOGIES Full time $150,000 - $200,000 per yearJob Title: BlackLine ConsultantLocation: San Jose, CA (Hybrid)Visa: AnyFinance Professional with 10+ years of RTR, General Accounting, Controller-ship, Transitions, Automation, Process Transformations & Standardization and BlackLine Financial Close implementation certified. Experience on various finance tools, SAP, BlackLine implementation etc.Assist in...
-
Blackline Consultant
7 days ago
San Jose, California, United States Hirextra -World's First Staffing Aggregator Full time $100,000 - $150,000 per yearBlackline ConsultantSAN JOSE, CA – HybridContractJob Description:Finance Professional with 10+ years of RTR, General Accounting, Controllership, Transitions, Automations, Process Transformations & Standardizations and BlackLine Financial Close implementation certified. Experience on various finance tools, SAP, BlackLine implementation etc.,· Assist in...
-
Financial Analyst
7 days ago
San Jose, California, United States NextDeavor Full time $104,000 - $170,000 per yearYou'll be joining Adobe on a contract opportunity, employed through NextDeavor.Benefits You'll LoveNextDeavor offers health, vision and dental benefits for contract employeesPaid sick leave eligibility is contingent on state of residenceOptional 401k Plan (excludes employer match)Opportunity to get your foot in the door at a well-established corporation,...
-
Senior Financial Analyst
6 days ago
San Jose, California, United States Intelliswift - An LTTS Company Full time $339,840 per yearJob Title: Financial AnalystLocation:San Jose, CA (This is a Hybrid role. Looking to go into the office at least 2-3 days a week)Duration:12 monthsContract Type:W2 onlyPay Rate:$65.23/HourRole MandateWe are seeking a Sr Financial Analyst to provide critical financial, strategic, and operational support for Client's Document Cloud FP&A team supporting B2B...
-
Credit Risk Consultant
2 days ago
San Jose, California, United States Acunor Full time $120,000 - $180,000 per yearJob Title:Credit Risk Consultant – PD/EAD/LGD ModelingLocation:Chicago, IL or San Jose, CA (Hybrid preferred)Employment Type:Full-timeAbout the RoleWe are hiring aCredit Risk Consultantto join a premier consulting client's Banking & Financial Services practice. This role blendshands-on model developmentwithclient-facing delivery, supporting strategic...
-
Voya Financial San Diego
7 days ago
San Diego, California, United States Voya Financial Advisors Full time $60,000 - $180,000 per yearVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater San Diego area to work plan sponsor relationships, in tax exempt markets and retail.This position will be responsible for 403(b)/457 enrollment, retirement and...
-
Senior Solution Consultant
7 days ago
San Jose, California, United States Sage Full time $120,000 - $200,000 per yearJob DescriptionScaling Sage is our top strategic priority. As a Senior Solution Consultant, you'll act as a matchmaker connecting millions of small and medium-sized businesses to the software solutions that Sage offers. Working alongside Account Executives, you'll uncover customer needs and demonstrate how our products can support their ambitions. Bring your...