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FINANCIAL CONSULTANT LEAD/MANAGER

Leads projects and focuses on business process improvement initiatives and in some departments will help to create innovative financial system solutions to minimize manual or repetitive functions. Consults with and provides manage...

CompanyElevance Health
AddressAtlanta, GA
CategoryAccounting/Finance
Date Posted 2 days ago See detail

Financial Consultant Lead/Manager

Elevance Health

Atlanta, GA

Leads projects and focuses on business process improvement initiatives and in some departments will help to create innovative financial system solutions to minimize manual or repetitive functions. Consults with and provides manage...

IFS Financial Consultant

Xyant Technology, Inc.

Atlanta, GA

Responsible for end to end Implementation / Upgrade / Support Projects on IFS Applications. Actively participate in all projects related activities. Interact with Technical team and help them in Reports generation and other techni...

Financial Consultant

Medtronic

California, United States

$120K - $151K a year

Implementation of revenue growth plans Provide financial guidance/support to the Sales Organization to help them execute revenue growth initiatives Lead sales organization forecast process, drive forecast accuracy Prepare and pres...

Financial Consultant Partner - Seattle, WA

Charles Schwab

Seattle, WA

$58,400 - $83,700 a year

Provide direct, dedicated support for Sr. Financial Consultant(s) and their practice clients. Work with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions. De...

VP, Financial Consultant - Stockton, CA

Charles Schwab

Stockton, CA

$68,000 - $95,000 a year

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, eng...

Financial Consultant

York Life - Lance Gillman

Arizona, United States

$100,000 - $150,000 a year

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor Develop and implement tailored financial plans using our...

Financial Consultant

Apple Bank For Savings

New York, NY

$72,000 - $96,000 a year

Meet or exceed sales goals. Conduct branch sales meetings, huddles, quick starts, etc. Conduct ongoing and consistent sales generating activities: Calls, book appointments, etc. Conduct training of all branch employees. Meet daily...

Financial Consultant II

Interclypse Inc

Washington, DC

$75,000 - $130,000 a year

Help develop and deliver the annual risk assessment that leverages financial statement data. Assist with developing controls, processes, and procedures to validate audit assertions (e.g., existence) Assist with developing and impl...

VP, Financial Consultant - New York, NY (Upper West Side)

Charles Schwab

Avenel, NJ

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...

VP, Financial Consultant - New York, NY (Upper West Side)

Charles Schwab

New Providence, NJ

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...

VP, Financial Consultant- Gaithersburg, MD

Charles Schwab

Spencerville, 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 Qualifi...

VP, Financial Consultant- West Portal, CA

Charles Schwab

Ione, CA

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...

VP, Financial Consultant- Gaithersburg, MD

Charles Schwab

District Heights, 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 Qualifi...

VP, Financial Consultant - Greenwich, CT

Charles Schwab

New York, NY

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...

VP, Financial Consultant - Greenwich, CT

Charles Schwab

New York, NY

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...

VP, Financial Consultant - Northbrook, IL

Charles Schwab

Melrose Park, IL

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...

VP, Financial Consultant - Greenwich, CT

Charles Schwab

Stamford, CT

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...

VP, Financial Consultant- West Portal, CA

Charles Schwab

Atherton, CA

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...

VP, Financial Consultant- Gaithersburg, MD

Charles Schwab

Gaithersburg, 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 Qualifi...

Sr. Financial Consultant

Zurich Insurance Company Ltd.

Schaumburg, IL

Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. As an employer, we strive to provide o...

VP, Financial Consultant- New York, NY (Flatiron)

Charles Schwab

Bogota, NJ

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...

VP, Financial Consultant

Charles Schwab

Boys Town, NE

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...

VP, Financial Consultant- New York, NY (Flatiron)

Charles Schwab

Woodcliff Lake, NJ

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...

VP, Financial Consultant

Charles Schwab

Arlington, NE

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...

VP, Financial Consultant- New York, NY (Flatiron)

Charles Schwab

Fort Lee, NJ

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...

VP, Financial Consultant

Charles Schwab

Nebraska, United States

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...

VP, Financial Consultant

Charles Schwab

Ashland, NE

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...

VP, Financial Consultant - New York, NY (Upper West Side)

Charles Schwab

Matawan, NJ

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...

VP, Financial Consultant - New York, NY (Upper West Side)

Charles Schwab

Lincoln Park, NJ

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...

VP, Financial Consultant

Charles Schwab

Valley, NE

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...