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FINANCIAL CONSULTANT

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...

CompanyApple Bank For Savings
AddressNew York, NY
CategoryAccounting/Finance
Salary$72,000 - $96,000 a year
Job typeFull-time
Date Posted 4 weeks ago See detail

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...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

Senior Financial Functional Consultant-Workday Success Plans, Advisory Consulting

Workday

New York, NY

Expertly and consistently provide excellent customer service. Engage customers to quickly understand business requirements. Share their broad experience with industry practices. Adapt and succeed independently in complicated situa...

3 weeks ago seen See more...

DoD Financial Audit Remediation Senior Consultant

Guidehouse

San Diego, CA

US Citizenship and an active SECRET federal security clearance. Bachelors Degree. Two or more years of Department of Defense experience in accounting, auditing, Audit Remediation, internal controls or other Federal Financial Manag...

3 weeks ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

VP, Financial Consultant - Savannah, GA

Charles Schwab

Tate, GA

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...

VP, Financial Consultant- West Portal, CA

Charles Schwab

San Anselmo, 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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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

Charles Schwab

New Jersey, 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 relationships, en...

a month ago seen See more...

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

Charles Schwab

New York, NY

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...

a month ago seen See more...

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