- Banco Popular Puerto Rico (New York, NY)
- …4, 2025 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 (New York, NY)
- …2025 Location: New York, NY, US, 10004 Company: Popular Workplace Type: Hybrid Financial Consultant Associate Popular Investments Service Brokerage This ... will need: + Bachelor's Degree with related experience in financial services or retail organization required. Comparable...control systems. Knowledge of internal and competitors' products and services to provide quality in service advise.… more
- 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
- Charles Schwab (Brooklyn, 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
- PNC (New York, NY)
- …and solutions to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and uncover collaborative relationships with ... may be performed remotely, at manager's discretion. PNC Organizational Financial Wellness is a collaborative business segment that delivers comprehensive… more
- Pegasystems (New York, NY)
- Principal Solutions Consultant - Financial Services Job Category: Pre-Sales Consulting Location: US - Connecticut - Remote | US - DC - Remote | US - Delaware ... a key contributor to the Pega Solution Consulting team focused on Financial Services & Insurance, you will collaborate with Account Executives, Customer Success… more
- Capco, a Wipro Company (New York, NY)
- …short-term strategic assessments to large scale change initiatives, for leading clients across financial services . Capco FRC is a global team that prides itself ... finance and compliance. **About the Job:** As a Senior Consultant - AML Financial Crimes, you will...a chance to help reshape the competitive landscape in financial services . We launch new banks, transform… more
- Guidehouse (New York, NY)
- …75% **Clearance Required** **:** None **What You Will Do** **:** As a Managing Consultant in Guidehouse's Commercial Financial Services practice, you will ... and hiring for the long term. As a Managing Consultant , you will follow a clearly defined career path...years of experience in the banking industry or commercial financial services consulting + 5+ years' experience… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …Description** **Job Summary** A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client ... includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting high-net-worth families and private business… more
- Guidehouse (New York, NY)
- …You Will Need** **:** + 3+ years of experience in the banking industry or commercial financial services consulting + 3+ years' experience in one or more of the ... None **What You Will Do** **:** As a Senior Consultant with Guidehouse, you will have responsibility for client...all deliverables + Proven ability to successfully lead client service delivery teams that deliver the highest quality work… more
- Deloitte (New York, NY)
- …Business Management, Economics, or related field + 4+ years of experience working in the financial services or consulting industry related to one or more of the ... + Banking Regulatory Reporting Transformation Senior Consultant Our practitioners help organizations identify the regulatory...such as Axiom + Direct working experience at a financial services regulator (eg, OCC, FRB) +… more
- 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
- 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
- Magellan Health Services (Brooklyn, NY)
- …assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and ... + Provides personal financial counseling and management services directly to service members and their...(AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title… more
- Palo Alto Networks (New York, NY)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... few! **Your Career** The Solutions Consultant is the evolution of the traditional Sales Engineering...our industry leadership in on-prem, cloud, and security operations services that establish PANW as your customer's cybersecurity partner… more
- Equitable (Saddle Brook, NJ)
- …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 (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
- M&T Bank (Mamaroneck, NY)
- … Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant ) designation M&T Bank is committed to fair, competitive, ... as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively...interests in mind; offer an array of products and services best suited to meet those needs; sell and… more
- 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
- Deloitte (New York, NY)
- Oracle Cloud Supply Chain Management - Senior Consultant Today's chief financial officers (CFOs) and supply chain executives are being asked to improve business ... leaders like yourself to help pave the way for our clients and Oracle service line development. For our clients, our Oracle Cloud Sr Consultants reduce cost and… more