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FINANCIAL CONSULTANT (PERSONAL INVESTORS)

Serve as initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning) Assist with consolidation of asset...

CompanyT. Rowe Price
AddressOwings Mills, MD
CategoryAccounting/Finance
Salary$65,000 - $111,500 a year
Job typeFull-time
Date Posted 2 weeks ago See detail

Financial Consultant (Personal Investors)

T. Rowe Price

Owings Mills, MD

$65,000 - $111,500 a year

Serve as initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning) Assist with consolidation of asset...

2 weeks ago seen See more...

Senior Financial Consultant - Remote

Optum

Eden Prairie, MN

$88,000 - $173,200 a year

Pricing support for OptumInsight Provider technology and services product suite. Participation in deal development and negotiations to achieve solutions that meet both internal and external requirements. Development of ROI analysi...

2 weeks ago seen See more...

Financial Consultant

Ufinancial Group

Philadelphia, PA

$50,000 - $70,000 a year

Partner with senior advisors to assist with their lower-level clients. Develop and maintain long-term relationships with your own clients and clients of the firm. Provide financial planning solutions through fact finding and needs...

2 weeks ago seen See more...

Financial Consultant I - Commercial Lines - Remote

Csaa Insurance Group

Glendale, AZ

Monthly Close & Analytics: lead monthly close process through monthly reporting and analytics of Commercial Lines P&L and operational expense analytics of the Commercial Lines division.. Planning & Forecasting: lead Commercial Lin...

2 weeks ago seen See more...

Financial Analysis & Controls 3

Bcforward

Redmond, WA

Years of Experience Required: 5-6 overall years of experience in the field.. Degrees or certifications required: Finance or accounting degree is required to be eligible for this role.. Minimum 5-6 years' experience with modelling....

2 weeks ago seen See more...

Manager, Financial Planning & Analysis

Disney Entertainment

New York, NY

Prepare forecasts, annual operating plan (AOP), long-range plan (LRP), and variance analysis for Engineering Services pillar as advised by Segment and Corporate FP&A.. Build and maintain a comprehensive forecasting model for suppo...

a week ago seen See more...

Senior Financial Planning and Analysis Professional - Medicare Supplement

Humana

United, PA

**Responsibilities**+ Assist in the monitoring and Analysis of monthly close process including deep dives into financial variance drivers and preparation of financial summary exhibits for management+ Lead the organization and trac...

2 weeks ago seen See more...

Senior Financial Benefits Consultant

Gallagher

New York, NY

So, even if you feel that you're close but not an exact match, we encourage you to apply.Responsibilities: Key responsibilities include: Analyzing data from carriers on complex clients and providing recommendations to account mana...

2 weeks ago seen See more...

Telephone Financial Consultant - Call Center

St Bank

Indiana, PA

Assumes responsibility for ensuring the satisfactory handling of internal or customer related telephone inquiries or service-related problems by performing the following functions: Promptly responding to customer/internal inquirie...

3 weeks ago seen See more...

Supervisor Financial Planning and Analysis

Abbott Laboratories

Illinois, United States

$83,000 - $166,000 a year

Career development with an international company where you can grow the career you dream of. Free medical coverage for employees* via the Health Investment Plan (HIP) PPO An excellent retirement savings plan with high employer con...

2 weeks ago seen See more...

FSO, Business Consulting Financial Regulatory Reporting Manager

York State Department Of Labor

New York, NY

Support client engagement teams at a wide variety of FSO clients to deliver professional services and participate in business development activities on strategic and global priority accounts.. Serve in an execution role to deliver...

2 weeks ago seen See more...

Financial Planning & Analysis Lead - Stoughton, MA

Diesel Direct Inc

Stoughton, MA

Provide monthly financial analysis and reports and presentations. Review regional and national performance KPIs with CFO and key stakeholders. Draft narrative on performance for CFO. Prepare bank reporting and quarterly bank coven...

2 weeks ago seen See more...

Financial Systems Consultant

News Corporation

New York, NY

This role offers an excellent opportunity for growth and professional development.Key Responsibilities:* Identify opportunities to streamline business processes by leveraging technology solutions to improve financial controls and...

2 weeks ago seen See more...

Financial Services Risk and Compliance Consulting Director

Ntt Data, Inc.

Charlotte, NC

You will regularly collaborate with our industry experts in driving business solutions and outcomes to help our client achieve their digital, data and transformational goals. NTT DATA Services is an equal opportunity employer and...

2 weeks ago seen See more...

Financial Analyst / Investment Risk Management Specialist / Education Consultant

Immi Consulting

Jersey City, NJ

$15 - $40 an hour

Conduct Market Research: Perform in-depth market research to identify trends, economic conditions, and influencing factors in the stock market. Analyze Stock Trends: Use quantitative and qualitative analysis to evaluate stock perf...

2 weeks ago seen See more...

Solution Architect - Technology Consulting - Financial Services - Senior Manager Consultant - NYC

York State Department Of Labor

New York, NY

Credit risk technology solutions - Technology solutions to complex credit risk, capital issues and regulatory mandates including but not limited to credit origination and approval, portfolio management, rating systems, Basel, CCAR...

2 weeks ago seen See more...

VP, Financial Consultant - Novi, MI

Charles Schwab

Novi, MI

In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. We offer a competitive benefits package that takes care of the whole you - both...

3 weeks ago seen See more...

Senior Manager of Financial Planning & Analysis, Momofuku Goods

Momofuku Goods

New York, NY

$140,000 - $150,000 a year

Own the budgeting, re-forecasting, and long-range 3 statement model across the company. Manage the production of all financial reporting materials along with analysis and commentary on a monthly, quarterly, and annual cadence whil...

2 weeks ago seen See more...

Solution Architect - Technology Consulting - Financial Services - Manager Consultant - NYC

Ernst & Young Llp

New York, NY

Competitive

Credit risk technology solutions - Technology solutions to complex credit risk, capital issues and regulatory mandates including but not limited to credit origination and approval, portfolio management, rating systems, Basel, CCAR...

2 weeks ago seen See more...

Senior Manager Financial Planning and Analysis

Sysco

Houston, TX

Participate in the monthly financial reporting process by reviewing key financial results in the financial statements and operational metrics. . Ensure the accuracy of the monthly reported results and work closely with the Financi...

2 weeks ago seen See more...

Corporate Financial Planning & Analysis Analyst

Preformed Line Products

Cleveland, OH

Assist with the preparation of the USA sales plan as well as the full annual plan and quarterly forecast update. Administer the representative commission database including adding and deleting manufacturer representatives, change...

2 weeks ago seen See more...

Financial Planning & Analysis

Macquarie Group Limited

New York, NY

$110,000 - $135,000 a year

2+ years of experience in Financial Planning & Analysis or similar function. A bachelor's degree in accounting, finance or equivalent. CPA qualification or equivalent is preferred. Intermediate to advanced skills in Excel. Hybrid...

2 weeks ago seen See more...

Manager, Financial Planning & Analysis

Aaa Club Alliance, Inc.

Wilmington, DE

A competitive salary commensurate with experience. Annual Bonus + Annual Merit Increase Eligibility. Comprehensive health benefits package. 3+ weeks of paid time off accrued during your first year. 401(K) plan with company match u...

2 weeks ago seen See more...

VP, Financial Consultant - Tucson , AZ

Charles Schwab

Tucson, AZ

In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. Pursuant to SAFE Act requirements, all employees engaged in residential loan mo...

3 weeks ago seen See more...

Manager, Financial Planning & Analysis

Salesforce

Indianapolis, IN

We are looking for forward-thinking, goal oriented individuals that will succeed in a fast-paced environment and thrive in building and improving processes that will allow the company to scale with growth. Build expertise on Sales...

2 weeks ago seen See more...

US Sales Financial Analyst, Demand Forecasting & Analysis

Corporate Functions

Cupertino, CA

- Financial modeling, reporting and market analysis, and written and verbal presentations to senior management and executives. - Forecasting weekly sell through, sell in and channel inventory by analyzing performance to date and a...

2 weeks ago seen See more...

Financial Planning & Analysis Manager

Emblemhealth

New York, NY

United States, New York, New York

Design, implement, and manage process for allocating administrative expenses across the P&L to ensure financial. accuracy and integrity. Provide monthly operating expense reporting to business areas that details performance and do...

2 weeks ago seen See more...

VP, Financial Consultant- Gaithersburg, MD

Charles Schwab

Montgomery Village, MD

Required Qualifications: A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualif...

3 weeks ago seen See more...

VP, Financial Consultant - Novi, MI

Charles Schwab

Walled Lake, MI

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.. Ability to build strong relationship...

3 weeks ago seen See more...

VP, Financial Consultant -Troy, MI

Charles Schwab

Troy, MI

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Ability to build strong relationships, en...

3 weeks ago seen See more...

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