6962 financial consultant jobs found

Position Type: RegularYour Opportunity Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing, their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborate with a team of internal specialists to help clients fulfill those goals and dreams.     Our National Branch is part of the broader branch network within the Investor Services organization. We have a unique opportunity to assist clients who don’t live within close proximity to a physical branch.  We also cater to clients who prefer to conduct business on the phone, as meetings are...

Position Type: RegularYour Opportunity Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing, their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborate with a team of internal specialists to help clients fulfill those goals and dreams.     Our National Branch is part of the broader branch network within the Investor Services organization. We have a unique opportunity to assist clients who don’t live within close proximity to a physical branch.  We also cater to clients who prefer to conduct business on the phone, as meetings are...

Position Type: RegularYour Opportunity Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing, their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborate with a team of internal specialists to help clients fulfill those goals and dreams.     Our National Branch is part of the broader branch network within the Investor Services organization. We have a unique opportunity to assist clients who don’t live within close proximity to a physical branch.  We also cater to clients who prefer to conduct business on the phone, as meetings are...

Position Type: Regular Your Opportunity Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing, their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborate with a team of internal specialists to help clients fulfill those goals and dreams.     Our National Branch is part of the broader branch network within the Investor Services organization. We have a unique opportunity to assist clients who don’t live within close proximity to a physical branch.  We also cater to clients who prefer to conduct business on the phone, as...

Position Type: RegularYour Opportunity Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing, their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborate with a team of internal specialists to help clients fulfill those goals and dreams.     Our National Branch is part of the broader branch network within the Investor Services organization. We have a unique opportunity to assist clients who don’t live within close proximity to a physical branch.  We also cater to clients who prefer to conduct business on the phone, as meetings are...

Description Financial Consultant Manager – Carelon Behavioral Health Risk Office Location : This position will work a hybrid model (remote and office). The ideal candidate will live within 50 miles of one of our Elevance Health PulsePoint locations. The Financial Consultant Manager is responsible for leading the process of preparation and interpretation of complex financial and data analysis for Medicaid, Medicare, and Commercials lines of business. Has end to end ownership/management of business processes and works across functions and business departments to drive holistic and consistent solutions. How You Will Make An Impact Leads projects and focuses on business process improvement initiatives and in some departments will help to create innovative financial system solutions to minimize manual or repetitive functions. Consults with and provides management with solutions and recommended actions. Provides guidance and training to less...

Job Title: Sr. Oracle Financial Consultant Location: Remote (US) Hire Type: Full Time Employment Job Description: The Senior Oracle Functional Consultant Finance Application s will serve as the strategic interface to the business for the purpose of implementation, configuring, solution design, and support through functional analysis, Oracle cloud configuration, and creating extensions when core configurations would not work. Work with application analysts from other verticals and consultants for EBA implementation projects throughout the project lifecycle. This position is responsible for functional requirements definition, configuration, solution design, implementation and maintenance of Finance applications. The Senior Oracle Functional Consultant Finance will work with various IT groups and business users in defining, prioritizing and executing application projects and enhancements. Additionally, the position will be playing a critical role of ensuring that...

job summary: Infor Lawson Financial Consultant We are currently seeking a strong Infor cloud suite Lawson financial functional consultant with V11 and V10 S3 experience including experience upgrading from V10 S3 to V11. The position will assist the financial team in the ongoing upgrade project of Infor Lawson V10 S3 single tenant to Infor FSM and GHR V11 multi-tenant. The consultant should have experience in General Ledger, Asset Management, Project, Budgeting, Accounts Payable and Account Receivable  location: San Antonio, Texas job type: Contract salary: $60 - 65 per hour work hours: 8am to 4pm education: Bachelors   responsibilities: Responsibilities: ? Review the defined requirement and the solution configuration proposed for finance ? Participate in the Data Migration activities (Pre- Migration, Post Migration, and Data Validation) ? Participate in the system testing (SIT, and UAT) and process validation ? Work with Accounts Payable...

Description Financial Consultant Senior – Program Finance Location : This position will work a hybrid model (remote and office). The ideal candidate will live within 50 miles of one of our Elevance Health PulsePoint locations and be willing to work Eastern Standard Time to meet the needs of our clients. The Financial Consultant Senior is responsible for providing financial analysis and preparing analysis of results for lines of business. How You Will Make An Impact Works with management to provide decision support analysis. Conducts and documents complex financial and business related analyses and research fields including financial and expense performance, rate of return, depreciation, working capital and investment. Focuses on business improvement initiatives and leads and directs projects. Provides guidance to less experienced financial consultants. Minimum Requirements Requires a BA/BS in accounting or finance and a...

Job Title: Sr. Oracle Financial Consultant Location: Remote (US) Hire Type: Full Time Employment Job Description: The Senior Oracle Functional Consultant Finance Application s will serve as the strategic interface to the business for the purpose of implementation, configuring, solution design, and support through functional analysis, Oracle cloud configuration, and creating extensions when core configurations would not work. Work with application analysts from other verticals and consultants for EBA implementation projects throughout the project lifecycle. This position is responsible for functional requirements definition, configuration, solution design, implementation and maintenance of Finance applications. The Senior Oracle Functional Consultant Finance will work with various IT groups and business users in defining, prioritizing and executing application projects and enhancements. Additionally, the position will be playing a critical role of ensuring that...

job summary: Infor Lawson Financial Consultant We are currently seeking a strong Infor cloud suite Lawson financial functional consultant with V11 and V10 S3 experience including experience upgrading from V10 S3 to V11. The position will assist the financial team in the ongoing upgrade project of Infor Lawson V10 S3 single tenant to Infor FSM and GHR V11 multi-tenant. The consultant should have experience in General Ledger, Asset Management, Project, Budgeting, Accounts Payable and Account Receivable  location: San Antonio, Texas job type: Contract salary: $60 - 65 per hour work hours: 8am to 4pm education: Bachelors   responsibilities: Responsibilities: ? Review the defined requirement and the solution configuration proposed for finance ? Participate in the Data Migration activities (Pre- Migration, Post Migration, and Data Validation) ? Participate in the system testing (SIT, and UAT) and process validation ? Work with Accounts Payable...

job summary: Infor Lawson Financial Consultant We are currently seeking a strong Infor cloud suite Lawson financial functional consultant with V11 and V10 S3 experience including experience upgrading from V10 S3 to V11. The position will assist the financial team in the ongoing upgrade project of Infor Lawson V10 S3 single tenant to Infor FSM and GHR V11 multi-tenant. The consultant should have experience in General Ledger, Asset Management, Project, Budgeting, Accounts Payable and Account Receivable location: San Antonio, Texas job type: Contract salary: $60 - 65 per hour work hours: 8am to 4pm education: Bachelors responsibilities: Responsibilities: Review the defined requirement and the solution configuration proposed for finance Participate in the Data Migration activities (Pre- Migration, Post Migration, and Data Validation) Participate in the system testing (SIT, and UAT) and process validation Work with Accounts Payable team to...

3.9 7 hours ago Full Job Description Your Opportunity Do you have a desire to build a career in the financial services industry and ultimately become a Financial Consultant? Consider our Schwab Financial Consultant Academy. The Schwab Financial Consultant Academy is a 12-month rotational program that prepares you for a role in business development – either as an Associate Financial Consultant, Financial Consultant Partner or Investment Consultant – with ultimate career pathing to a Financial Consultant. With a series of steps that include learning, on-the-job experience, and mentorship, the FC Academy is designed to position you for success in a dynamic industry. We are currently accepting applications for our upcoming June & September 2023 Financial Consultant Academy classes. As a participant in our Academy, your career path towards becoming a Financial Consultant will start with studying and passing your licenses then moving into a Financial...

Your Opportunity Do you have a desire to build a career in the financial services industry and ultimately become a Financial Consultant? Consider our Schwab Financial Consultant Academy. The Schwab Financial Consultant Academy is a 12-month rotational program that prepares you for a role in business development – either as an Associate Financial Consultant, Financial Consultant Partner or Investment Consultant – with ultimate career pathing to a Financial Consultant. With a series of steps that include learning, on-the-job experience, and mentorship, the FC Academy is designed to position you for success in a dynamic industry. We are currently accepting applications for our upcoming June & September 2023 Financial Consultant Academy classes. As a participant in our Academy, your career path towards becoming a Financial Consultant will start with studying and passing your licenses then moving into a Financial Services Professional role within our CS&S (Client Service...

job summary: Infor Lawson Financial Consultant We are currently seeking a strong Infor cloud suite Lawson financial functional consultant with V11 and V10 S3 experience including experience upgrading from V10 S3 to V11. The position will assist the financial team in the ongoing upgrade project of Infor Lawson V10 S3 single tenant to Infor FSM and GHR V11 multi-tenant. The consultant should have experience in General Ledger, Asset Management, Project, Budgeting, Accounts Payable and Account Receivable location: San Antonio, Texas job type: Contract salary: $60 - 65 per hour work hours: 8am to 4pm education: Bachelors responsibilities: Responsibilities: Review the defined requirement and the solution configuration proposed for finance Participate in the Data Migration activities (Pre- Migration, Post Migration, and Data Validation) Participate in the system testing (SIT, and UAT) and process validation Work with Accounts Payable team to...

Description This position could primarily be remote, but proximity to an Elevance Health major office (pulse point) is a plus. Elevance Health supports a hybrid workplace model with pulse point sites used for collaboration, community, and connection. The Financial Consultant is responsible for reviewing and preparing interpretation of historical financial data, financial projections, and results. Performs consulting services to support financial business case development, review and assessment of outcomes and returns. This position will provide financial support for the company's OTIC Council, which oversees $1 billion of capital investment. The role will provide financial modeling and reporting support, as well as assist in the overall management of the program as directed by other team members. How You Will Make An Impact Primary duties may include, but are not limited to: Reviews financial modeling projections, and assesses and validates reported program...

Description This position could primarily be remote, but proximity to an Elevance Health major office (pulse point) is a plus. Elevance Health supports a hybrid workplace model with pulse point sites used for collaboration, community, and connection. The Financial Consultant is responsible for reviewing and preparing interpretation of historical financial data, financial projections, and results. Performs consulting services to support financial business case development, review and assessment of outcomes and returns. This position will provide financial support for the company's OTIC Council, which oversees $1 billion of capital investment. The role will provide financial modeling and reporting support, as well as assist in the overall management of the program as directed by other team members. How You Will Make An Impact Primary duties may include, but are not limited to: Reviews financial modeling projections, and assesses and validates reported program...

Description This position could primarily be remote, but proximity to an Elevance Health major office (pulse point) is a plus. Elevance Health supports a hybrid workplace model with pulse point sites used for collaboration, community, and connection. The Financial Consultant is responsible for reviewing and preparing interpretation of historical financial data, financial projections, and results. Performs consulting services to support financial business case development, review and assessment of outcomes and returns. This position will provide financial support for the company's OTIC Council, which oversees $1 billion of capital investment. The role will provide financial modeling and reporting support, as well as assist in the overall management of the program as directed by other team members. How You Will Make An Impact Primary duties may include, but are not limited to: Reviews financial modeling projections, and assesses and validates reported program...

Description This position could primarily be remote, but proximity to an Elevance Health major office (pulse point) is a plus. Elevance Health supports a hybrid workplace model with pulse point sites used for collaboration, community, and connection. The Financial Consultant is responsible for reviewing and preparing interpretation of historical financial data, financial projections, and results. Performs consulting services to support financial business case development, review and assessment of outcomes and returns. This position will provide financial support for the company's OTIC Council, which oversees $1 billion of capital investment. The role will provide financial modeling and reporting support, as well as assist in the overall management of the program as directed by other team members. How You Will Make An Impact Primary duties may include, but are not limited to: Reviews financial modeling projections, and assesses and validates reported program...

Position Type: Regular Your Opportunity Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing, their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborate with a team of internal specialists to help clients fulfill those goals and dreams.     Financial Consultants are procured with a practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, they grow their practice holistically through client asset consolidation, networking, and earning client referrals. Financial...

Position Type: RegularYour Opportunity Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing, their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborate with a team of internal specialists to help clients fulfill those goals and dreams.     Our National Branch is part of the broader branch network within the Investor Services organization. We have a unique opportunity to assist clients who don’t live within close proximity to a physical branch.  We also cater to clients who prefer to conduct business on the phone, as meetings are...

Position Type: RegularYour Opportunity Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing, their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborate with a team of internal specialists to help clients fulfill those goals and dreams.     Our National Branch is part of the broader branch network within the Investor Services organization. We have a unique opportunity to assist clients who don’t live within close proximity to a physical branch.  We also cater to clients who prefer to conduct business on the phone, as meetings are...

3.9 9 hours ago Full Job Description Position Type: Regular Your Opportunity Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing, their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborate with a team of internal specialists to help clients fulfill those goals and dreams. Our National Branch is part of the broader branch network within the Investor Services organization. We have a unique opportunity to assist clients who don’t live within close proximity to a physical branch. We also cater to...

Position Type: RegularYour Opportunity Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing, their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborate with a team of internal specialists to help clients fulfill those goals and dreams.     Our National Branch is part of the broader branch network within the Investor Services organization. We have a unique opportunity to assist clients who don’t live within close proximity to a physical branch.  We also cater to clients who prefer to conduct business on the phone, as meetings are...