4879 financial consultant jobs found

About Eazzy Consulting LLC Eazzy Consulting LLC is a growing business financial consulting firm helping small and mid-sized business owners access working capital solutions nationwide. We work with banks, non-bank lenders, and private capital providers to structure customized funding solutions for business expansion, cash flow stabilization, and growth. We are strategic financial consultants dedicated to helping entrepreneurs stabilize operations and grow sustainably. We are expanding our in-office sales team and hiring Business Financial Consultants immediately. What You Will Do Make outbound calls to business owners Follow up on inbound/outbound leads Identify cash flow challenges Set appointments and collect documents Present funding solutions Maintain CRM records Work closely with funding team to close deals This is a high-activity sales role. Minimum expectation: 100 calls per day. Performance Expectations 2,000+ outbound calls per month 3–5 appointments per...

Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab (https://www.schwab.com/legal/compensation-advice/investment-professionals-compensation) 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 futures. In this exciting role, you'll?give clients financial guidance while forming lasting relationships?built on trust, respect, and reaching a common goal. You'll also?have?the ability to?take charge of your own professional journey with our?supportive, nurturing culture and diverse set of career opportunities.? As a...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Charles Schwab. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Your opportunity I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab (https://www.schwab.com/legal/compensation-advice/investment-professionals-compensation) At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping...

The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt - meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date. Key Responsibilities and Duties...

Date: Mar 4, 2026 Location: New York, NY, US, 10004 Company: Popular Workplace Type: On-site Financial Consultant Popular Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic Popular Investment team! This is a commission based position only. In this position, you will: Evaluate customers relative to financial needs, current holdings and available investment capital by listening to and uncovering their needs and educating them about the bank and investment program products and services that are most appropriate for their situation. Help the client to identify their investment objectives. Pro-actively seek information from prospects and clients to understand possible changing situations, needs and desired benefits and evaluate product or service alternatives. Establish and maintain thorough prospect file, review and access on a scheduled basis....

Oracle WACS / PPM Consultant Start Date: ASAP Duration: 3 Months + Extensions Location: New Orleans, Louisiana Travel: 1 Week per Month Onsite Type: Contract Industry: Utilities Overview Our utilities client in New Orleans is seeking an experienced Oracle WACS / PPM Consultant to support a series of ongoing initiatives related to work and asset management and capital project tracking. This role will focus on hands-on configuration, implementation support, and integration alignment between operational work management and project financial tracking. The consultant will work closely with business stakeholders, IT leadership, and implementation partners to ensure project structures, work orders, and cost tracking are properly aligned across systems. This is a delivery-focused role , requiring someone comfortable working directly in the platform to configure, troubleshoot, and optimize system functionality. Key Responsibilities : Lead hands-on configuration and optimization of...

Location: Hybrid, Nebraska Work Type: Full Time Regular Job No: 504648 Categories: Advisor Application Closes: Closes Mar 17, 2026 2026-03-13 The Lead Associate Financial Services Consultant supports the insurance and investment needs of Mutual of Omaha associates, retirees, field employees, and their families while serving as a hands‑on, working lead within the Associates Financial Services Office. This role combines day‑to‑day team support with meaningful individual client interactions. WHAT WE CAN OFFER YOU: Estimated Salary: $65,000-70,000, plus annual bonus opportunity. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: Serve as a working lead within the...

Your work days are brighter here. We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you'll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We're in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you'll do meaningful work with Workmates who've got your back. In return, we'll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in you...

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\ site\ FAQ-1758133253710.pdf) If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request) (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Serve as primary relationship manager for a...

General Information: Primary Location: Metro Employee Status: Part-Time (T/TH/F/S) Workplace Type: Fully On-Site Travel: More than 50% within assigned region Who we are: At LMCU, you'll find more than just a job - discover a fulfilling career where your contributions truly matter. Join our talented team at Lake Michigan Credit Union and discover the difference an employer who puts people first can make in your career and life. About this position: LMCU is looking for a Personal Banking Advisor who will serve as a financial consultant and advocate for LMCU's members including both new and existing consumer and business clients. This role focuses on meeting members' financial needs by providing expert guidance, actively cross-selling LMCU products, and delivering exceptional service. Personal Banking Advisors are responsible for setting up new accounts, processing loans, and assisting with a variety of financial products while building long-term...

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Magellan Health. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Equitable Services. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Entry Level – Financial Advisor - NJ, Saddle Brook (5150) ( 240000PO ) Primary Location : UNITED STATES-NY-New York Organization : Equitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide....

TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: At TransUnion, we strive to build an environment where our associates are in the driver’s seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, our associates have the opportunity to learn new things and be a leader every day. Come be a part of our team – you’ll work with great people, pioneering products and cutting-edge technology. What You'll Bring: Minimum Bachelor’s degree in Economics, Behavioral Economics, Finance, Statistics, Mathematics, Social Sciences, or related field(s) Minimum 2-3 years’ work experience preferably in retail banking, payments industry, data analytics, financial...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Raymond James Financial Services. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Responsibilities Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Accenture. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. We Are Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology...

Location: New York, Chicago, Boston, Philadelphia, Charlotte and Washington At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is...

It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone. As a member of our?Solution?Consulting team, you will have a major impact on our future success by supporting?[Employee Experience, Customer Workflow, ITX]?Solution Sales. You will guide revenue for one of our??products with?the?support?and partnership?of?Sales,?Product?Management, and the executive team. This is a hands-on technical consultant who can go wide and deep on solution delivery and...

The Retirement Benefits Consultant brings expert-level knowledge to the design, development, implementation, and support of strategic benefit initiatives. This role ensures that Thrivent maintains market competitiveness while focusing on the financial, emotional, and physical well-being of employees and their families. The position manages relationships with benefit vendors and works closely with both internal and external partners to ensure benefit programs comply with plan documents and regulatory compliance requirements. DUTIES & RESPONSIBILITIES:? Understand the competitive landscape and emerging trends to ensure our overall benefit package aligns with our talent strategy and is meaningful to our workforce. Lead or support a variety of retirement benefit initiatives which could include competitiveness analysis, program design, RFPs, acquisition or vendor implementation, workforce communication, or other initiatives that support Thrivent's strategy.?...

Hampshire County Group Insurance Trust is seeking a qualified treasurer to manage funds and serve as the cash manager. The treasurer maintains custody of all funds and is responsible for depositing, investing, and disbursing monies. The treasurer must manage the Trust’s financial resources to ensure the availability of cash to pay obligations as they become due. The treasurer bears responsibility for closing and reconciling all books and accounts, including the cash book, warrants (vendor, payroll, and special warrants), bank accounts (checking accounts, trust funds, bond or other accounts), and debt records. QUALIFICATIONS: Bachelor's Degree in Accounting/Business Administration and a minimum of four years of experience, preferably in the public sector. Comparable experience may be considered. Knowledge in general office management, accounting and reconciliation, cash management, computers, payroll systems, and municipal law is required. REPORTS TO: Insurance Administrator &...

About the Role: As a CBRE Project Management Consultant, you will be responsible for providing consulting services to an assigned market or client account to help achieve the company's strategic business objectives. This job is part of the Project Management function. They are responsible for the management of projects from initiation through completion. Focus is on Building Management deployment. What You'll Do: · Manage all areas of project management for singular real estate projects. This includes planning, design, construction, occupancy, and closeout. · Work directly with clients to prepare all elements of the project. This includes the scope of work, project delivery resource requirements, work plan schedule & milestones, quality control, and risk identification. · Define the project delivery resources from internal teams. · Implement project documentation governance that is aligned with company and client requirements. · Ensure...

About the Role: As a CBRE Project Management Consultant, you will be responsible for providing consulting services to an assigned market or client account to help achieve the company's strategic business objectives. This job is part of the Project Management function. They are responsible for the management of projects from initiation through completion. Focus is on Building Management deployment. What You'll Do: · Manage all areas of project management for singular real estate projects. This includes planning, design, construction, occupancy, and closeout. · Work directly with clients to prepare all elements of the project. This includes the scope of work, project delivery resource requirements, work plan schedule & milestones, quality control, and risk identification. · Define the project delivery resources from internal teams. · Implement project documentation governance that is aligned with company and client requirements. · Ensure...

POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions. This customer service focused team member is knowledgeable in all areas of the Store’s business, including print, signs & graphics, and shipping. They will be responsible for taking orders, coordinating activities in the Store, providing pricing and product information, and recommending appropriate FedEx Office products and services. The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. GENERAL DUTIES AND RESPONSIBILITIES: (This is a representative list of the general duties the position may be asked to perform, and is not intended to be all-inclusive)...

Detailed Description of Duties: Otsuka is seeking an Associate Director/Director/Senior Director, Global Clinical Development based in our Rockville, MD or Princeton, NJ offices, who will be responsible for the design and oversight of clinical research programs and protocols for OPDC products under good clinical practices (GCP). The incumbent will be responsible for the evaluation and clinical development of CNS and Digital Medicine products at different stages of development for a global health-care market. The specific duties assigned to the Associate Director/Director/Senior Director, Global Clinical Development include the following: Consults with patients or their representatives, clinical, regulatory and scientific leaders and thoughtfully applies their recommendations toward optimizing trial objectives, designs and protocols. Develops focused expertise to serve as an internal medical/scientific consultant to health economic, medical affairs, marketing,...