Financial consultant Jobs in USA
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Financial consultant • usa
Last updated: 1 day ago
As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowment...Show moreLast updated: 10 days ago
Job ID : 23513 Duration : 4 months Location : 8200 Coral Sea Street NE Mounds View Minnesota 55112 Pay Rate : $45.A Day in the Life Responsibilities may include the following and other duties may be as...Show moreLast updated: 7 days ago
Are you seeking a great place to start your career or an opportunity to generate additional income for you and your family? Our company is expanding nationwide, offering hybrid full-time and part-t...Show moreLast updated: 12 days ago
Job Title : Financial Consultant Location : Mounds View, MN (Onsite) Duration : 04+ Months - Possible Extension.Shift & Timing : Regular Business Hours (08 : 00 AM – 05 : 00 PM) Pay Range : Upto $50 - $55 / H...Show moreLast updated: 7 days ago
Responsible for providing financial advice to clients to help them achieve their financial goals.Helping people integrate their faith and finances through their investment, insurance, banking, and ...Show moreLast updated: 2 days ago
Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings : Investment Management, Wealth Planning and Coordination, a...Show moreLast updated: 11 days ago
Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings : Investment Management, Wealth Planning and Coordination, a...Show moreLast updated: 12 days ago
Independent Branch Financial Consultant Horsham, PA.Schwab Independent Branches, led by a Schwab Independent Branch Leader franchisee and staffed by employees of the franchisee, help individuals ...Show moreLast updated: 30+ days ago
At Community Financial System, Inc.CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products.
Our retail division, Community Bank, ...Show moreLast updated: 30+ days ago
Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients.Prepare thoughtful, customized comprehensive financial plans and portfolios by conduct...Show moreLast updated: 5 days ago
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.We act with integrity and humanity in all our interactions with our policy ow...Show moreLast updated: 1 day ago
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals.We are looki...Show moreLast updated: 5 days ago
We are seeking motivated coachable individuals interested in building a long-term career in financial consulting.No prior experience is required.
We provide full training and support to help you obt...Show moreLast updated: 3 days ago
The Financial Benefits Consultant supports all aspects of financial analysis related to clients' group benefit programs.The Financial Benefits Consultant works closely and collaboratively with othe...Show moreLast updated: 1 day ago
We are currently seeking a Financial Consultant.This Financial Consultant will meet personally with clients to assess their financial situation in order to present a financial plan that includes bo...Show moreLast updated: 6 days ago
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.We act with integrity and humanity in all our interactions with our policy ow...Show moreLast updated: 30+ days ago
Our firm is rapidly expanding and seeking motivated individuals to join our team as entry-level Financial Advisors.This client-focused role is ideal for those who enjoy building relationships, comm...Show moreLast updated: 3 days ago
This position is responsible for providing financial services for financial planning, budgeting, forecasting, monitoring, and analysis delivered to the customer groups.
Serves a key role in the fina...Show moreLast updated: 8 days ago
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown is seeking a Financial Consultant to join ou...Show moreLast updated: 30+ days ago
- Promoted
FINANCIAL CONSULTANT
Manning & NapierSeattle, WA, USFull-time
- Promoted
Financial Consultant
ArtechSaint Paul, MN, USFull-time
- Promoted
Financial Consultant
Fame Financial | WFGGlendora, California, United StatesFull-time +1
- Promoted
Financial Consultant
Careers Integrated Resources IncMounds View, Minnesota, United StatesFull-time
- Promoted
Financial Consultant
EverenceLancaster, PA, USFull-time
- Promoted
Financial Consultant
Denver StaffingDenver, CO, USFull-time
- Promoted
Financial Consultant
Colorado StaffingDenver, CO, USFull-time
- Promoted
Financial Consultant
Cramer Management LLCHorsham, PA, USFull-time
- Promoted
Financial Consultant
Community Financial System, Inc.Binghamton, NY, USFull-time
Financial Consultant
Mariner FinanceShakopee, Minnesota, United StatesFull-time
- Promoted
Financial Consultant
New York Life - Hartman TeamSan Antonio, TX, USFull-time
- Promoted
Financial Consultant
Elite Partners LLCUnited StatesRemote
Full-time
Financial Consultant
Virgo & Aries LLCMendocino County, California, USAFull-time
- Promoted
Financial Consultant
OneDigitalDallas, TX, USFull-time
- Promoted
Financial Consultant
East West BancorpBellevue, WA, USFull-time
- Promoted
Financial Consultant
NYL and NYLIFE SecuritiesGrand Rapids, MI, USFull-time
- Promoted
Financial Consultant
NewYorkLife / NYLIFE Securities LLCBaton Rouge, LA, USFull-time
Financial Consultant
Blue Cross Blue Shield AssociationChicago, IL, United StatesFull-time
- Promoted
Financial Consultant
Brown & BrownPlano, TX, USFull-time
The average salary range is between $ 70,167 and $ 144,081 year , with the average salary hovering around $ 98,859 year .
FINANCIAL CONSULTANT
Manning & NapierSeattle, WA, US10 days ago
Job type
- Full-time
Job descriptionBachelor's degree or higher 5+ years' relevant experience Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred A proven record of achieving new business a plus Health, dental & vision insurance Employer HSA contribution Opt out credit 401k employer match Paid volunteer days Gym reimbursement Free access to a Workplace Financial Advisor
Financial Consultant
As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include : retirement planning / cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice.
You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management.
We are currently searching in all territories in the US.
Responsibilities
- Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs
- Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events
- Work with the advisory team to implement investment plans and coordinate adjustments
- Monitor client investment portfolios and performance
- Communicate insights for clients regarding essential contributors and detractors
- Advise high net worth clients as needed and consult mid-market institutional clients
- Coordinate the creation of detailed wealth management plans for individuals
- Organize the creation consulting reports for institutions
- Help present plans to clients effectively and clearly
- Actively seek new business opportunities
- Develop essential knowledge of our financial planning software and technology
- Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)
- Participate in regular internal meetings
- Work on a schedule that best suits client needs
Qualifications
Perks
Compensation : $75-150k base salary; additional incentive / commission-based compensation expected.