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FINANCIAL CONSULTANT - GREENSBORO, NC

Previous success in building relationships, uncovering needs and recommending solutions. FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire. Keen...

Company	Fidelity Investments
Address	Greensboro, NC
Category	Accounting/Finance
Job type	Full-time, Part-time
Date Posted	just now See detail

Financial Consultant - Greensboro, NC New

Fidelity Investments

Greensboro, NC

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Financial Consultant I New

Hudson Valley Credit Union

Kingston, NY

Establish value-added relationships with members and support the activities of the Senior Financial Consultant.. Meet customers financial needs including, but not limited to, the following: a. Funding for a secure retirement b. F...

14 hours ago seen See more...

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Financial Consultant Mass Market

Hudson Valley Credit Union

Poughkeepsie, NY

Grow share of wallet in the existing Mass Market client base finding their needs and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits and purchase the so...

5 days ago seen See more...

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Sr Oracle HR Functional Consultant - Now Hiring

Spectrum

Charlotte, NC

Actively and consistently supporting all efforts to simplify and enhance the customer experience.. Serving as the primary subject matter expert for Oracle HCM Cloud, including Core HR and Compensation modules.. Collaborating with...

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Oracle Fusion Cloud SCM Functional Consultant

Cognizant

United States

Role: Oracle Fusion Cloud SCM Functional Consultant Location: Remote with Milestone Travel (Must Reside in the United States) Position Summary: We are looking for a highly skilled and experienced Oracle Fusion Cloud SCM Resource t...

2 weeks ago seen

VP, Financial Consultant- Torrey Pines, CA - Now Hiring

Charles Schwab

San Diego, CA

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 Q...

3 weeks ago seen See more...

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Senior Acquisition/Financial Consultant (Remote)

Govcio Llc

Remote

$150,289.70 - $175,337.98 a year

Provide support to the VA Acquisition leadership team with analysis, progress tracking, status reporting, and strategic recommendations regarding various acquisition execution activities. Track status of all DTC acquisitions (incl...

3 weeks ago seen

Junior Financial Consultant

Greenleaf Financial Services

Remote

$58,336.94 - $70,255.23 a year

Financial planning services. Flexible schedule. Life insurance. Retirement plan. 1099 contract. Choose your own hours. Remote. Bachelor's (Preferred). Life & Health Insurance License (Preferred)....

3 weeks ago seen

Financial Consultant I

Metlife

Remote

$59.3K - $75.1K a year

Responsible for the development of customer financial reports, including data and trend analysis. Manages the timely delivery of client billing. Completes monthly revenue projections and validates data integrity. Responsible for m...

3 weeks ago seen

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...

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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...

3 weeks ago seen See more...

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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...

3 weeks ago seen See more...

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Oracle Financial IS Analyst

Providence

Oregon, United States

Bachelors Degree: Computer Science, Business Management, Information Services, Engineering, Commerce or Combination of education and relevant experience (at least 3 years of functional experience). 3 years: Application design, im...

4 weeks ago seen See more...

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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...

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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...

3 weeks ago seen See more...

View all - jobs in Jersey City, NJ

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

Charles Schwab

Carlstadt, 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 relationship...

a month ago seen See more...

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Financial Consultant

Community Bank System Inc

Lake Placid, NY

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-sp...

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Financial Consultant

Interclypse Inc.

Chantilly, VA

Reconcile budget authority issued to agency as directed by external bodies (e.g., Treasury, DoD). Create budget line items and accounting templates. Support financial and budgetary, information technology, and operational transfor...

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Financial Consultant - Charlotte, NC - Now Hiring

Fidelity Investments

Charlotte, NC

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Financial Consultant

Xcel Energy

Denver, CO

$81,000.00 to $115,867.00 per year

Responsible for providing the strategic counsel, expertise, vision and leadership for identifying, evaluating, implementing and integrating appropriate financial strategies. Oversee the gathering, analysis, preparation and summary...

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Financial Consultant - Del Mar, CA - Now Hiring

Fidelity Investments

San Diego, CA

$55,000 - $75,000 per year

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Financial Consultant

York Life Houston General Office

Houston, TX

Develop in-depth knowledge of New York Lifes insurance products, including life insurance, disability income insurance, long-term care insurance, and annuities, and effectively communicate their features and benefits to clients....

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Financial Consultant - Dunwoody, GA - Now Hiring

Fidelity Investments

Atlanta, GA

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Financial Consultant, Schwab Financial Solutions Branch - Now Hiring

Charles Schwab

Commerce City, CO

Be Curious and Consultative: Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals.. Be a Trusted Advisor:...

2 months ago seen See more...