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Financial consultant Jobs in Philadelphia, PA

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Financial consultant • philadelphia pa

Last updated: 2 hours ago

Work From Home - Entry-Level Financial Services Consultant II

NeoPhiladelphia, PA, United States
Full-time

Remote-Friendly | Flexible Schedule | Career-Track Role.About the Opportunity: This is a structured pathway into the financial services industry for individuals who want a long-term, professional c... Show more

Financial Director

GpacPhiladelphia, Pennsylvania, United States
$95,000.00 yearly
Full-time
Quick Apply

Lead Financial Operations for a Mission-Driven Organization.A well-established nonprofit organization serving individuals with intellectual and developmental disabilities (IDD) is seeking an experi... Show more

Financial Representative

Cynet HealthBala Cynwyd, PA, United States
Temporary

Bank Reconciliation Specialist.Job Title: Bank Reconciliation Specialist.Profession: Financial Reporting.Specialty: Financial Reporting.Duration: Long-term temporary contract.License: Bachelor's De... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyPhiladelphia, PA, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Financial Manager

Systems Planning and Analysis, Inc. (SPA)Philadelphia, PA, United States
Full-time

Systems Planning and Analysis, Inc.SPA) delivers high-impact, technical solutions to complex national security issues.With over 50 years of business expertise and consistent growth, we are known fo... Show more

Financial Consultant

TIAAPhiladelphia, PA, United States
Full-time

The Financial Consultant is responsible for providing in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on ... Show more

Financial Specialist

Department of JusticePhiladelphia, PA, United States
Full-time

As a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include:.Overseeing the District financial management program.Analyzing the District's financial oblig... Show more

Financial Controller

BTI SolutionsPhiladelphia, PA, United States
$150,000.00 yearly
Full-time +1

Position Overview This position involves performing financial control and management for the U.Employment Structure: The successful candidate will be directly employed by the parent company (LIG D&... Show more

Manager, Financial Due Diligence

KPMGPhiladelphia, PA, US
$131,005.00 yearly
Full-time

The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG.Looking ahead, we anticipate cont... Show more

 • Promoted

VP, Financial Consultant - Ardmore, PA/ Philadelphia, PA/ Marlton, NJ

Charles Schwab Inc.Ardmore, PA, United States
Full-time

Schwab's branch team is at the heart of our commitment to helping clients own their financial futures.As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holi... Show more

 • New!

Financial Analyst

Bryn Mawr Medical Specialists AssociationBryn Mawr, PA, United States
$70,000.00 yearly
Full-time

The Business Office at Bryn Mawr Medical Specialist Association is in need of a Financial Analyst to join our growing team.This role, reporting directly to the Chief Financial Officer, will have a ... Show more

Financial Administrator

Pennsylvania MedicinePhiladelphia, PA, United States
Full-time

Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine.Workin... Show more

Financial Professional

71X SuitesPhiladelphia, Pennsylvania, United States
$24,000.00 yearly
Full-time +1

Our organization has been a trusted leader in the financial services space for many years and continues to grow at a rapid pace.We operate as an independent, non-captive broker-dealer, working clos... Show more

Financial Analyst

JEVS Human ServicesPhiladelphia, PA, United States
$10.00 hourly
Full-time

At JEVS, we help the people we serve lead self-determined, connected, and hopeful lives that strengthen themselves, their families, and their communities.Our team is more than 1,000 strong, serving... Show more

Financial Center Manager - North Broad Financial Center

Bank of AmericaPhiladelphia, PA, United States
Full-time

Bank Of America Financial Center Manager.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Respon... Show more

Financial Risk Senior Consultant

DeloittePhiladelphia, PA, United States
Full-time

Financial Services Senior Consultant - Financial Risk.Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defe... Show more

Financial Manager

SPAPhiladelphia, PA, US
Full-time

Systems Planning and Analysis, Inc.SPA) delivers high-impact, technical solutions to complex national security issues.With over 50 years of business expertise and consistent growth, we are known fo... Show more

Financial Advisor

Fulton BankCherry Hill, NJ, United States
Full-time

Our values define us and our culture inspires us to change lives for the better.Our employees are the heart and soul of our company, and every success we experience begins with them.Together we are... Show more

Financial Administrator

JUBILEE SCHOOLPhiladelphia, PA, US
$25.00 hourly
Full-time +1

Jubilee School, a small independent community school in West Philadelphia, is seeking a part-time Finance Administrator to manage the school’s financial operations.The ideal candidate will have exp... Show more

Financial Investigator

Contact Government ServicesPhiladelphia, PA, United States
Full-time +1

Employment Type: Full-Time, Mid-Level.CGS is seeking a Financial Investigator to join our team providing legal support and investigative services to a large federal agency.CGS brings motivated, hig... Show more

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Work From Home - Entry-Level Financial Services Consultant II

Work From Home - Entry-Level Financial Services Consultant II

NeoPhiladelphia, PA, United States
30+ days ago
Job type
  • Full-time
Job description

Job Opportunity

Remote-Friendly | Flexible Schedule | Career-Track Role

About the Opportunity: This is a structured pathway into the financial services industry for individuals who want a long-term, professional careernot a short-term sales gig. You'll receive training, mentorship, and support to earn the licenses required to work with clients in areas such as life insurance, retirement planning, and basic investment strategies. This role is ideal for people who want to build a career helping families improve their financial futures, even if they're starting with no prior industry experience.

What the Role Involves:

  • Guiding individuals and families through foundational financial planning
  • Learning and educating clients about life insurance, retirement options, and income protection
  • Building long-term client relationships
  • Following compliance standards and maintaining accurate documentation
  • Participating in ongoing training, workshops, and mentorship programs

Training & Licensing Support: Assistance toward obtaining your State Life Insurance License, Series 6/63, and Mortgage Origination License. Some states allow new representatives to begin earning under a temporary license (46 months depending on regulations). Step-by-step onboarding with experienced mentors. Remote-friendly tools and systems.

What Makes This Role Legitimate & Valuable: You are entering a regulated industry that requires background checks and state licensing. You receive formal training, not "pay-to-play" or commission-only recruiting. You gain portable, industry-recognized licenses that open doors across financial services. Clear advancement paths into leadership, recruiting, or agency building.

Requirements: Who Thrives Here: Strong communicators who enjoy helping people. Self-motivated individuals who want control over their schedule and income. People who want a long-term career, not just a job. Coachable learners who are willing to study for licensing exams. Must be able to pass a background check (required for licensing). Basic Requirements: 18 or older. Eligible to obtain required state licenses. Reliable internet and phone access. Must reside in the United States.

Benefits: Work from home. Make your own schedule.