- Charles Schwab (New York, 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... futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust,… more
- Northwestern Mutual (Stamford, CT)
- …and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes ... the use of new and existing technologies into the financial advisor's practice and workflow of all NO team...coaching, training, mentoring NMa€ (TM) s technology suite to financial advisors and team members in local network, district,… more
- HUB International (New York, NY)
- …the place for you.** We currently have an opportunity for an **Associate Financial Consultant ** to join our **Employee Benefits** team **.** **Overview** **:** ... The Associate Financial Consultant plays a key support role within our Employee Benefits department, assisting in financial analysis, renewal strategy… more
- Banco Popular Puerto Rico (Newark, NJ)
- …Dec 23, 2025 Location: Newark, NJ, US, 07107 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… more
- Nuveen Investments (New York, NY)
- The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial ... 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… more
- Charles Schwab (New York, 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... futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust,… more
- Capgemini (New York, NY)
- …All underpinned by technology created with purpose. **YOUR ROLE** As a Senior Consultant in our Financial Services team, you'll support the development and ... billion. **Job:** **Organization:** _INVENT PEOPLE S&T_ **Title:** _Capgemini Invent - Senior Consultant - Financial Services Data & AI_ **Location:** _NY-New… more
- Deloitte (Stamford, CT)
- …in technology who wants to work in a collaborative environment? As an experienced Financial Project Management Consultant , you will have the ability to share new ... ideas and collaborate on projects as a consultant without the extensive demands of travel. The Project...coordination and management + 3+ years of experience in Financial Consulting + 3+ years of experience with various… more
- Guidehouse (New York, NY)
- …Required** **:** None **What You Will Do** **:** As a Project Managing Consultant in Guidehouse's Commercial Financial Services practice, you will leverage your ... + 5+ years of experience in the banking industry or commercial financial services consulting (must have experience with Global Systemically Important Bank(s)… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- **Job Summary** A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. We are ... $145,000.00 base salary.** **Essential Duties and Responsibilities** * Partners with Financial Advisor to review clients' current portfolio design, understand client… more
- ServiceNow, Inc. (New York, NY)
- …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 solution positioning ... you get to do in this role:** The Solution Consultant is a technical consultant with the...goals for an assigned territory. + Experience in the Financial Services industry + Support product sales as a… more
- IBM (Armonk, NY)
- …of Chart of Accounts structure having lead Chart of Accounts re-designs, analyzing financial reporting needs, lead month end and year end close * Have very ... solutions based on accounting principles and rules for the financial modules * Complete project tasks and deliverables as...to align with customer's business processes * Migrate customer financial data from Legacy to Oracle Cloud Applications *… more
- Magellan Health Services (Brooklyn, NY)
- … Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial ... CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver License, Valid In State… more
- Equitable (New York, NY)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Financial Professional - NY, New York (5213) (...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Equitable (Stamford, CT)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Financial Professional - Retirement Benefits Group CT, Stamford/Shelton/Milford...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- JPMorgan Chase (New York, NY)
- …clients and organization. Unlock your potential and help set new standards in financial services. As the Business Development Consultant within JP Morgan Wealth ... implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams. +… more
- Equitable (Stamford, CT)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- Capital One (New York, NY)
- Associate Treasury Management Consultant II The Associate Treasury Management Consultant (ATMC) II works within the assigned coverage model to support aligned ... GED or equivalent certification + At least 4 years of financial services, management consulting, or technology consulting experience **Preferred Qualifications:** +… more
- Capital One (New York, NY)
- Treasury Management Consultant III & Relationship Manager - Government Banking Northeast The Government Banking Treasury Management Consultant (TMC) & ... clients to understand their business, optimize Treasury work flows, and minimize financial and reputational risk. They focus on creating and delivering customized… more
- AON (New York, NY)
- Aon is seeking a Human Capital Consultant in NYC - M&A Due Diligence We are currently looking to hire a Human Capital Consultant for our New York Mergers & ... a group of people within specified time frames + Financial - proficiency in reviewing financial statements...working as a human capital or health & welfare consultant , corporate benefits manager, or underwriter Education: + Bachelor's… more
