Financial consultant Jobs in Cary, NC

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Financial consultant • cary nc

Last updated: 3 days ago

Promoted

Financial representative

rekrootRaleigh, NC, United States

Full-time

Our financial representatives are dedicated to helping individuals from all backgrounds achieve their financial goals.They create and execute tailored financial plans that illustrate members' curre...Show moreLast updated: 30+ days ago

Promoted

Financial Analyst

VirtualVocationsRaleigh, North Carolina, United States

Full-time

A company is looking for a Financial Analyst - Project.Key ResponsibilitiesInvestigate project revenue variances and submit variance explanations to the FP&A ManagerCreate all project-related billi...Show moreLast updated: 26 days ago

Promoted

Financial Analyst

Zensar TechnologiesRaleigh, NC, United States

Full-time

We’re a bunch of hardworking, fun-loving, people-oriented technology enthusiasts.We love what we do, and we’re passionate about helping our clients thrive in an increasingly complex digital world.Z...Show moreLast updated: 13 days ago

Financial Planning Consultant Enterprise Finance

WakeMedRaleigh, NC

The Financial Planning Consultant Enterprise Finance serves as the primary finance and accounting liaison to the assigned WakeMed enterprise. Responsible for the direction of key financial functions...Show moreLast updated: 30+ days ago

Promoted

Disaster Recovery Grant Financial And Compliance Monitoring Consultant

Aston CarterMorrisville, NC, United States

$50.00–$65.00 hourly

Full-time

Disaster Recovery Grant Financial and Compliance Monitoring Consultant | Contract | North Carolina.Summary : We are looking fora dynamicDisaster Recovery Grant Financial and Compliance Monitoring Con...Show moreLast updated: 16 days ago

Promoted

Financial Controller

Beacon Hill Staffing Group, LLCRaleigh, NC, US

Full-time

We are seeking an experienced Controller to join our team and oversee all financial activities within our manufacturing environment. The ideal candidate will manage financial reporting, budgeting, a...Show moreLast updated: 21 days ago

Financial Planning Consultant

Piper CompaniesRaleigh, NC

Piper Companies is searching for a.Responsibilities of the Financial Planning Consultant : .Analyze and report financial results to corporate finance, accounting and operational leadership.Evaluate r...Show moreLast updated: 30+ days ago

Senior Financial Crimes Sanctions Consultant

SASCary , North Carolina, United States

Senior Financial Crimes Sanctions Consultant.Job Locations US-NC-Cary HQ | US-NC-Charlotte | US-Remote | FR | BE | UK | DK | SG-Singapore | JP | CN-Hong Kong Requisition ID 20062078 Job Category Sa...Show moreLast updated: 30+ days ago

Financial Advisor

Atria Wealth SolutionsRaleigh, NC, US

Full-time

Quick Apply

Through its relationship with CUSO Financial Services, L.CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Ral...Show moreLast updated: 30+ days ago

Consultant, Climate Risk Financial Consultant (Mid - Level)

ERMRaleigh, North Carolina

Full-time

ERM’s Climate Risk and Opportunity Advisory (CROA).Corporate Sustainability & Climate Change (CS&CC).We are looking for consultants to support us in helping our clients shape and deliver on their c...Show moreLast updated: 30+ days ago

Promoted

Financial Representative

The Western and Southern Life Insurance CompanyCary, NC, United States

Full-time

Explore Your Future at Western & Southern Life.Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly mot...Show moreLast updated: 12 days ago

Promoted

Financial Consultant

Empower RetirementRaleigh, NC, United States

$52,000.00–$64,000.00 yearly

Full-time

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...Show moreLast updated: 25 days ago

Promoted

FINANCIAL ADVISOR

Jamie GrayemRaleigh, NC, United States

$75,000.00–$90,000.00 yearly

Full-time

Base Salary + Quarterly Production Bonus + Full Benefis.MUST HAVE 7 / 66 (63 / 65) This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees en...Show moreLast updated: 3 days ago

Financial Sales Consultant

PNC BankRaleigh, NC

To apply for this position please.At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our cu...Show moreLast updated: 30+ days ago

Financial Sales Consultant

PNC Bank NARaleigh , NC

Full-time

Builds the retail customer base through proactive, outbound quality sales conversations.Creates customer loyalty and grows customer share of wallet through a differentiated customer experience.Sell...Show moreLast updated: 30+ days ago

Promoted

Financial Services Cloud Senior Consultant, Global Salesforce

Slalom ConsultingRaleigh, NC, United States

$140,000.00–$186,000.00 yearly

Full-time

In our Salesforce business, we help our clients bring the most impactful customer experiences to life and we do that in a way that makes our clients the hero of their transformation story.We are pa...Show moreLast updated: 6 days ago

Promoted

Lead Financial Consultant

Freese and Nichols IncRaleigh, NC, United States

Full-time

Provide specialized consulting services in areas including : financial planning, rate studies, and strategic investment planning. Prepare, or oversee development of, comprehensive financial models wi...Show moreLast updated: 6 days ago

PMO Financial Consultant

SGACary, NC

Software Guidance & Assistance, Inc.Compiles and analyzes financial information for the AD Portfolio withing Global Technology. Will assist CIO teams in financial management, portfolio set up, month...Show moreLast updated: 30+ days ago

Brokerage Financial Consultant

TruistRaleigh, NC

Full-time

ESSENTIAL DUTIES AND RESPONSIBILITIES.Following is a summary of the essential functions for this job.Other duties may be performed, both major and minor, which are not mentioned below.Specific acti...Show moreLast updated: 30+ days ago

Senior Financial Implementation Consultant (Healthcare)

Workday, Inc.Raleigh, NC, USA

Remote

Full-time

As a Senior Functional Consultant, you will play a key role in ensuring the successful implementation of Workday's financial solutions for our healthcare customers. You will have the opportunity to ...Show moreLast updated: 30+ days ago

Financial representative

rekrootRaleigh, NC, United States

30+ days ago

Job type

Full-time

Job description

Our financial representatives are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.

About you :

Show integrity and character.
Demonstrate leadership skills.
Team-oriented.
Focus on results / success driven.
Can or have overcome adversity.
Grow by helping others.
Show volunteer spirit in the community.
Look for self-improvement opportunities.
Enjoy building long-term relationships.
Credible, trustworthy and honest.

Education and Training :

Our education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.

Qualifications :

Passion for bettering members’ financial lives.

Ability to obtain or already hold : an active life insurance license, FINRA securities registration (Securities Industry Essentials® / SIE), Series 6 and / or 7 license, and Series 63 license, as required by state).

Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.

Benefits and perks :

Paid medical and dental insurance.

401(k) retirement plan with company match.

Noncontributory pension plan.

Group term life insurance.

Expense-paid trips, bonuses and other incentives.