- 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
- Financial Partners Credit Union (Long Beach, CA)
- **Position** : Financial Consultant **Requisition ID:** : 1564 **Job Summary:** As a Financial Consultant at our credit union, you will play a pivotal ... members' financial literacy and engagement with the credit union's services . + **Documentation and Compliance:** Ensure meticulous completion of all necessary… more
- Elevance Health (Indianapolis, IN)
- ** Financial Consultant ** **Location:** Elevance Health operates in a Hybrid Workforce Strategy, providing various levels of flexibility while also ensuring that ... be discussed as part of the hiring process. The ** Financial Consultant ** is responsible for reviewing and...and preparing interpretation of historical financial data, financial projections, and results. Performs consulting services … more
- CGI Technologies and Solutions, Inc. (Lafayette, LA)
- **Senior Advantage Financial Consultant ** **Category:** Business Consulting, Strategy and Digital Transformation **Main location:** United States, Virginia, ... network of experts. CGI is seeking an Advantage ERP Financial Functional Consultant to join our team!...our team-one of the largest IT and business consulting services firms in the world. Qualified applicants will receive… more
- Charles Schwab (Los Angeles, CA)
- …helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, ... of employment_ ) **Preferred Qualifications:** + 3+ years of Financial Services Industry Experience + Strong written...plans for practice clients in partnership with your Sr. Financial Consultant (s) + Ability to uncover and… more
- Charles Schwab (Phoenix, AZ)
- …satisfaction as you position yourself to be a key resource in helping clients in finding financial success. As a Financial Consultant in the Financial ... helping us "challenge the status quo" and transform the finance industry together. The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice &… 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
- Wells Fargo (Hyannis, MA)
- **About this role:** Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... + US only: Insurance licenses **Desired Qualifications:** + Full service brokerage experience + Financial advisement or...of Salesforce, Smart Station or contact management system + Financial services sales experience + High level… more
- International (Lisle, IL)
- Position Overview International Motors in Lisle, IL., is seeking a Senior Financial Consultant to join our team!In this role, you will collaborate closely with ... growth. Successful candidates will possess exceptional communication skills, a strong financial modeling background, and experience in financial reporting and… more
- Travelers Insurance Company (Hartford, CT)
- …accelerate business outcomes, and optimize organization effectiveness and efficiency. As Sr Financial Consultant , Technology & Operations Finance FP&A, you will ... efforts within Tech & Ops Finance. Prepare, evaluate, validate, and package financial reports for assigned business areas and conduct analyses to identify trends… more
- Matter Family Office (St. Louis, MO)
- …and has offices in St. Louis, Denver, and Dallas. Job Description As a Senior Financial Consultant , you will bring your expertise and experience to our team and ... Qualifications + You have a minimum of seven years in the financial services industry, including significant client-facing experience. + You have financial … more
- Charles Schwab (Atlanta, GA)
- …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
- Arizona Public Service (Phoenix, AZ)
- …Microsoft applications (Excel, PowerPoint, SharePoint, etc.) and database tools. Strategic Financial Consultant | Executive Decision Support + Bachelors' degree ... Strategic Financial Analyst / Consultant | Executive...business operations related experience in the utility or energy services industry. + In lieu of degree, an equivalent… more
- Robert Half (Philadelphia, PA)
- JOB REQUISITION Philadelphia Internal Audit and Financial Advisory Consultant - 2025 LOCATION PHILADELPHIA ADDITIONAL LOCATION(S) JOB DESCRIPTION Are You Ready ... personnel, consultants develop professional relationships that contribute to exceptional client service . A successful consultant learns effective time and task… more
- TIAA (Charlotte, NC)
- … education. But this is so much more than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of participants ... skills and qualities we look for: - Strong customer service mindset - Professionalism - reliable, possessing high quality...experience is helpful (though again, not required). While the Financial Services Consultant educates and… more
- PNC (Vienna, VA)
- …valued and have an opportunity to contribute to the company's success. As a Financial Sales Consultant , you will be within PNC's Organizational Financial ... includes money management tools. As a WorkPlace Banker - Financial Sales Consultant , you will work in...differentiated customer experience. + Sells the bank's products and services to existing and prospective clients outside of branch… more
- PNC (Houston, TX)
- …valued, and have an opportunity to contribute to the company's success. As a Financial Wellness Consultant , you will be within PNC's Organizational Financial ... clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and...will provide employees of corporate clients with advice and services including HSA plans, personal banking, budgeting tools and… more
- TEKsystems (Maryland City, MD)
- Financial Systems Consultant (Microsoft Dynamics 365 Business Central) This Financial Systems Consultant will support the client during a software ... transformation project. The primary responsibility is optimize financial modules. General Ledger Payables Management Receivables Management Multi-Currency Bank… more
- Penske Automotive (Santa Ana, CA)
- **Crevier BMW, a Penske Automotive Group dealership, is looking for an experienced Financial Services Consultant to join our team and deliver extraordinary ... on our organization and customers every day. As a Financial Services Consultant , you will...well as the benefits of financing, insurance and extended service programs. + Accountability: Understand and comply with all… more
- Lynch Consultants, LLC (Arlington, VA)
- Financial Management Consultant What We Are Looking For: We are seeking talented Financial Management Consultants to join our team for a career, not just a ... implement effective financial strategies and solutions. Responsibilities: + Provide financial management consulting services to federal clients. + Map and… more