• Financial Consultant

    Banco Popular Puerto Rico (New York, NY)
    …7, 2024 Location: New York, NY, US, 10017 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...and at least four years of related experience in financial services or retail organization is required;… more
    Banco Popular Puerto Rico (11/08/24)
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  • Senior Financial Consultant

    HUB International (New York, NY)
    …leading success in mergers and acquisitions. We are seeking a Senior Financial Consultant for our Employee Benefits Team. **Essential Responsibilities and ... life and health, employee benefits, investment and wealth management products and services . With over 19,000 employees in 750 offices throughout North America, HUB… more
    HUB International (12/27/24)
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  • VP, Financial Consultant

    Charles Schwab (Mount Kisco, NY)
    …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
    Charles Schwab (12/30/24)
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  • Financial Sales Consultant

    PNC (New York, NY)
    …through digital banking that includes money management tools. As a WorkPlace Banker - Financial Sales Consultant , you will work in an outbound sales capacity, ... may be performed remotely, at manager's discretion. PNC Organizational Financial Wellness is a collaborative business segment that delivers comprehensive… more
    PNC (11/17/24)
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  • Workday Student Implementation Consultant

    Deloitte (New York, NY)
    …for this role ends on October 4th, 2024. Work you'll do As a Workday Student Financial Aid Consultant on our Human Capital team, you will: + Identify business ... and supporting implementations as it relates to Workday Student Financial Aid + Organize and deliver services on a cross-section of projects + Appeal to wide… more
    Deloitte (12/13/24)
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  • Director, Innovation Consultant

    KPMG (New York, NY)
    **Business Title:** Director, Innovation Consultant - Financial Services /Asset Management **Requisition Number:** 119736 - 68 **Function:** Business Support ... in client service delivery preferred; expertise in asset management and financial services + Bachelor's degree required from accredited college or university… more
    KPMG (12/11/24)
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  • Investment Consultant - Mt Kisco

    Charles Schwab (Scarsdale, NY)
    …Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and ... of employment) + **Preferred Qualifications:** + 2 years of experience in the financial services industry + Ability to leverage Business development experience +… more
    Charles Schwab (12/30/24)
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  • Financial Services

    Guidehouse (New York, NY)
    …**:** As a Consultant at Guidehouse, you will provide management consulting services across our Financial Services sector. Specifically, you will help ... improvement + Provide direction to multiple project teams across Commercial Financial Services clients + Apply industry research and provide clear and concise… more
    Guidehouse (12/22/24)
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  • Senior ITFM Consultant

    Royal Communications Consultants Inc (New York, NY)
    Senior ITFM (IT Financial Architecture) Consultant project will consist of 1 Senior ITFM Consultant to support the implementation of ITFM Framework and Total ... the ITFM Framework + Support buildout of the IT Financial Architecture across multiple legacy and new tool sets...and propose recommendations for improvement + Support and advise on Technology Service Catalog implementation and rollout Powered by… more
    Royal Communications Consultants Inc (12/13/24)
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  • Compliance Consultant

    RGP (New York, NY)
    …the financial services industry, is seeking a skilled Compliance & Financial Crimes Audit Consultant to support their Compliance & Legal Audit team. The ... organization. * Extensive experience in auditing compliance areas within the financial services industry, particularly in Financial Crimes (AML, Sanctions,… more
    RGP (10/24/24)
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  • Consultant - Commercial Financial

    Guidehouse (New York, NY)
    …will include client management, solution implementation and generation of project results. As a consultant , a key function of your role will be to create and present ... development and hiring for the long term. As a consultant , you will follow a clearly defined career path...all deliverables. + Proven ability to successfully lead client service delivery teams that deliver the highest quality work.… more
    Guidehouse (12/22/24)
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  • Senior Consultant - Technology -…

    Guidehouse (New York, NY)
    …**What You Will Need** **:** + Minimum THREE (3) years of experience within financial services or financial technology (fintech) industry. + Able and ... clients through the selection, implementation, testing, and calibration/tuning of financial crime compliance technology solutions, covering transaction monitoring, sanctions… more
    Guidehouse (10/07/24)
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  • Real Estate Technology-Maximo Techno-Functional…

    Deloitte (New York, NY)
    Real Estate Technology-Maximo Techno-Functional Senior Consultant Unlocking financial performance and enterprise value We work as trusted advisors to CFO's, ... other key executives to advise, implement, and deliver as-a service solutions, improving finance, and real estate operations, and...ends on 1/31/25 Work you'll do As a Senior Consultant , you'll work with diverse global clients across… more
    Deloitte (10/18/24)
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  • Real Estate Technology- TRIRIGA Techno-Functional…

    Deloitte (New York, NY)
    Real Estate Technology - TRIRIGA Techno-Functional Senior Consultant Unlocking financial performance and enterprise value We work as trusted advisors to CFO's, ... other key executives to advise, implement, and deliver as-a service solutions, improving finance, and real estate operations, and...and other solutions. Work you'll do As a Senior Consultant you will: + Identify opportunities for efficiencies in… more
    Deloitte (10/18/24)
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  • Personal Financial Counselor, Assignment…

    Magellan Health Services (Danbury, CT)
    …counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their ... + Provides personal financial counseling and management services directly to service members and their...(AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Must have over a… more
    Magellan Health Services (12/06/24)
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  • Financial Professional

    Equitable (New York, NY)
    …make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs ... CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable… more
    Equitable (12/04/24)
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  • Entry Level - Financial Advisor - NJ,…

    Equitable (New York, NY)
    …make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs ... CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable… more
    Equitable (10/14/24)
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  • Health Financial Crime and Fraud, Managing…

    Guidehouse (New York, NY)
    …Will Do** **:** Guidehouse has an aggressive growth strategy for its Health Financial Crime, Fraud, and Investigative Services practice. Guidehouse is currently ... seeking candidates with relevant fraud, regulatory compliance, and/or investigations experience (eg litigation and/or disputes consulting, forensic accounting, operational and/or compliance consulting) or relevant health care operations management at any/all… more
    Guidehouse (11/23/24)
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  • JP Morgan Wealth Management - Executive Director,…

    JPMorgan Chase (New York, NY)
    …to the financial plan and investment solutions Chase is a leading financial services firm, helping nearly half of America's households and small businesses ... (USWM) team, a business dedicated to assisting investors in achieving their long-term financial objectives. As a Practice Management Consultant , you'll support … more
    JPMorgan Chase (11/09/24)
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  • New York City Internal Audit and Financial

    Robert Half (New York, NY)
    …of internship + Technical Skills Desired of an entry-level Internal Audit and Financial Advisory Consultant : + Advanced verbal and written communication skills, ... public accounting firm and does not issue opinions on financial statements or offer attestation services . JOB...opinions on financial statements or offer attestation services . JOB LOCATION NY PRO NEW YORK CITY Protiviti… more
    Robert Half (10/30/24)
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