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FINANCIAL CONSULTANT

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...

CompanyUfinancial Group
AddressPhiladelphia, PA
CategoryAccounting/Finance
Salary$50,000 - $70,000 a year
Job typeFull-time
Date Posted a month ago See detail

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...

a month 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...

a month ago seen See more...

REMOTE Financial Clearance I

Trinity Health

Livonia, MI

Responsible for ensuring all scheduled services are financially cleared and secured prior to the date of service for Trinity Health. Responsible for obtaining and verifying accurate insurance information, benefit validation, autho...

a month 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...

a month 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...

a month 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...

a month 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...

a month ago seen See more...

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

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 - 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...

a month ago seen See more...

VP, Financial Consultant - West Hartford, CT

Charles Schwab

Connecticut, 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 - Northbrook, IL

Charles Schwab

Lincolnshire, 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 relationship...

a month ago seen See more...

Financial Consultant

Koin

Hillsboro, OR

Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events. Proactively connect with clients on a quar...

a month ago seen See more...

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...

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...

a month ago seen See more...

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...

a month ago seen See more...

Financial Consultant - Charlotte, NC - Now Hiring

Fidelity Investments

Charlotte, 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...

2 months ago seen See more...

VP, Financial Consultant - New York, NY (Grand Central)

Pix11

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...

2 months ago seen See more...

VP, Financial Consultant - New York, NY (Grand Central)

Pix11

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...

2 months ago seen See more...

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...

2 months ago seen See more...

Financial Consultant - Del Mar, CA - Now Hiring

Fidelity Investments

San Diego, CA

$55,000 - $75,000 per year

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...

2 months ago seen See more...

VP, Financial Consultant - West Hartford, CT

Charles Schwab

West Hartford, CT

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...

2 months ago seen See more...

VP, Financial Consultant - Campbell, CA

Charles Schwab

Campbell, CA

In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. What's in it for you: We offer a competitive benefits package that takes care o...

2 months ago seen See more...

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....

2 months ago seen See more...

Financial Consultant - Dunwoody, GA - Now Hiring

Fidelity Investments

Atlanta, GA

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...

2 months ago seen See more...

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...

VP, Financial Consultant – Richmond, VA

Charles Schwab

Richmond, 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 relationship...

2 months ago seen See more...

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

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 relationship...

2 months ago seen See more...

Financial Consultant - Ann Arbor, MI - Now Hiring

Fidelity Investments

Ann Arbor, MI

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...

2 months ago seen See more...

VP, Financial Consultant - Novi, MI

Charles Schwab

Ypsilanti, 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 relationsh...

2 months ago seen See more...

Financial Consultant - Ballantyne, NC - Now Hiring

Fidelity Investments

Charlotte, 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...

2 months ago seen See more...

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