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VP, FINANCIAL CONSULTANT- NEW YORK, NY (FLATIRON)

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...

CompanyCharles Schwab
AddressNew York, NY
CategoryAccounting/Finance
Job typePermanent
Date Posted 2 months ago See detail

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...

VP, Financial Consultant- West Portal, CA

Charles Schwab

Alameda, 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 - 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

Round Lake, 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

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

Cicero, 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 - Northbrook, IL

Charles Schwab

Morton Grove, 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- Gaithersburg, MD

Charles Schwab

Merrifield, VA

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 - Richmond, VA

Charles Schwab

Doswell, VA

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

Virginia, United States

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 - Richmond, VA

Charles Schwab

Quinton, VA

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 - Richmond, VA

Charles Schwab

Midlothian, VA

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...

NetSuite Lead Consultant - Remote

Eide Bailly Llp

Denver, CO

$100,000 - $160,000 a year

1:1 mentor support Personalized career coaching Opportunity to connect and work with top vendors in the technology consulting space Flexible schedule Remote work environment Competitive salary 4 weeks starting PTO Premium subscrip...

Financial Systems Administrator (Remote - Hybrid)

Tolmar

Buffalo Grove, IL

remote work

System Administration:. Administer the daily operation of the EPM system, ensuring its reliability, availability, and performance. Monitor system health and address any issues or errors promptly to minimize downtime. Implement sys...

Financial Systems Administrator (Remote - Hybrid)

Tolmar

Colorado, United States

remote work

System Administration:. Administer the daily operation of the EPM system, ensuring its reliability, availability, and performance. Monitor system health and address any issues or errors promptly to minimize downtime. Implement sys...

Lead Financial Analysis Consultant - Banking

Wells Fargo

New York, NY

Lead all client analytics efforts, including formalized account planning and associated client selection processes. Drive the evolution and refinement of banker and line of business performance scorecards, architect and institutio...

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...

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...

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...

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...

Consultant Care Business Planning and Investment Support-Remote

Florida Blue

United States

$80,800 - $101,000 a year

Medical, dental, vision, life and global travel health insurance;. Income protection benefits: life insurance, Short- and long-term disability programs;. Leave programs to support personal circumstances;. Retirement Savings Plan i...

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...

Financial Aid Advisor - Remote

Lincoln Tech

Gulfport, MS

$35.8K - $45.4K a year

2+ years of Financial Aid experience Excellent customer service and organizational skills. Guide students and parents through the Financial Aid process. Create Financial Aid packages that are in compliance with institutional polic...

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...

Sales Consultant II- Burlington, MA- Remote

Sysco

Burlington, MA

Responsible for maintaining and identifying new sales opportunities within prospective and existing accounts. Make sales calls and presentations to develop and maintain a solid customer relationship to increase sales and category...

Technical Automotive Consultant (Remote - South Carolina)

Morley

South Carolina, United States

$70.6K - $89.3K a year

Monday through Friday (no weekends!) Steady paycheck Flexibility - paid time off, vacations and holidays Strong benefits (401(k) with match; medical, dental, vision and life insurance) Offer timely and accurate solutions through i...

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...

Customer Success Manager (Financial Aid, 100% remote, East Coast preferred)

Ellucian Company

Remote - United States

Comprehensive health coverage: medical, dental, and vision. Flexible time off. Thrive Flex Program that allows you to contribute towards your health, financial or learning interests. 401k w/ match & Bright Plan - to help you save...

Sales Consultant II - Cleveland, OH - Remote

Sysco

Cleveland, OH

Responsible for maintaining and identifying new sales opportunities within prospective and existing accounts. Make sales calls and presentations to develop and maintain a solid customer relationship to increase sales and category...

Consulting CFO (Remote with Occasional Travel to Tampa, FL)

Atlantix Partners

Tampa, FL

$158K - $200K a year

Partner with team members to meet client stakeholder needs. Perform all accounting functions (budget, forecast, month-end close, cash flow forecasting, AR, AP, collections, etc.). Recommend and implement process improvements by st...