Licensed Financial Consultant Jobs | Glassdoor
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Licensed Financial Consultant Jobs

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  • 3.4
    Regions Financial Corp – Melbourne, FL
    NEW
    At Regions, our FinancialConsultants will establish a portfolio of bank customers based on meeting the financial objectives of… Preferences Series 65 or 66 Certified Financial Planning, Chartered FinancialConsultant and Certified Retirement Specialist…
  • 3.5
    Community Health Center Network – San Leandro, CA
    25 days ago 25d
    Department of Managed Health Care for Knox Keene licensed operations. Design financial modeling and contract rate analysis and recommend… strategies and regulatory interaction. Ensuring that financial reporting and financial related compliance requirements are met in accordance…
  • 3.2
    M&T Bank – Staten Island, NY
    NEW
    Series 63 OR Series 66 license Series 7 license Relevant state life / variable insurance license Proficient PC skills including… to selling financial solutions to our clients. Primary Responsibilities: Actively propose needs-based financial solutions…
  • 3.5
    NNE – Durham, NC
    21 days ago 21d
    to change the world? We are seeking a Lead Automation Consultant to join us in Durham, NC. Your Job: Lead and manage… provide constructive feedback. As a successful Lead Automation Consultant you are results-oriented and have a well-structured approach…
  • 3.8
    Fidelity Investments – United States
    Est. Salary $39k-$56k
    6 days ago 6d
    Series 7, 63 & 66 as well as State Insurance Licenses are required Certified Financial Planner (CFP) is preferred – encouraged to… As a Regional Consultant, you’re a market-level resource dedicated to providing Personal Investments’ representation in Workplace…
  • 3.4
    Buffett Senior Healthcare – Olathe, KS
    Est. Salary $43k-$58k
    12 days ago 12d
    insurance agent, financial sales, agent, financial rep, financial representative, financial professional, financial services, series… salesperson, coverage, insurance, financial advisor, financial planner, financial counselor, financial analyst, portfolio, finance,…
  • 3.5
    Explore Consulting – Bellevue, WA
    EASY APPLY
    Est. Salary $50k-$79k
    17 days ago 17d
    NetSuite / ERP Implementation Consultant Explore Consulting has been a leading NetSuite Solution Provider… systems applications consulting, either internally via an IT organization or externally with a consulting firm or software provider…
  • 3.5
    Wells Fargo – Lincoln, NE
    11 days ago 11d
    (AWMA), Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (tm), Chartered FinancialConsultant (ChFC), Certified… registration, specific product licenses or SAFE licensing may apply. Wells Fargo will initiate financial and criminal background review…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    18 days ago 18d
    investments, or debts to determine which financial products best meet the member’s needs and financial circumstances and determines if… different financial products, marketing, servicing or promoting the Meriwest Credit Union and Meriwest Mortgage financial products…
  • 3.8
    Fidelity Investments – Novi, MI
    Est. Salary $40k-$105k
    4 days ago 4d
    reinforcing the principles of consultative selling. The primary responsibility of the Regional Planning Consultant is to coach and develop… become highly proficient and effective sales consultants by embracing consultative selling practices Leading by example and…
  • 3.5
    Wells Fargo – Merrillville, IN
    12 days ago 12d
    registration, specific product licenses or SAFE licensing may apply. Wells Fargo will initiate financial and criminal background review… third-largest Brokerage business with 15,134 Financial Advisors and 3,883 licensed bankers in retail stores across the U.S. Wells…
  • 3.9
    Northwestern Mutual Life Insurance Company – Franklin, WI
    Est. Salary $68k-$96k
    4 days ago 4d
    year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate… Experience: Bachelor's Desired Employment Experience: 6-8 years Licenses/Certifications: FLSA Status: Exempt Posting Date: 08/16…
  • 3.4
    SHI International – Austin, TX
    Est. Salary $38k-$60k
    24 days ago 24d
    costs as well as the associated legal and financial risks. The SAM LicenseConsultant can be based either from either Austin, TX… Job Requirements : The SAM LicenseConsultant will: Engage Sales, Licensing, Customers, and Software Manufacturers…
  • 3.8
    Fidelity Investments – Boston, MA
    4 days ago 4d
    reinforcing the principles of consultative selling. The primary responsibility of the Regional Planning Consultant is to coach and develop… become highly proficient and effective sales consultants by embracing consultative selling practices Leading by example and…
  • 4.4
    Sorrento Pacific Financial, LLC – Merced, CA
    5 days ago 5d
    Chartered FinancialConsultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance… Representative, Advisor, Adviser, Certified Financial Planner, CFP, FinancialConsultant, Investment Manager, Investment services,…
  • 3.3
    Aetna – Austin, TX
    13 days ago 13d
    independent licenses required: Licensed Clinical Social Worker (LCSW), Licensed Professional Counselor (LPC), Licensed Marriage &… independent licenses required: Licensed Clinical Social Worker (LCSW), Licensed Professional Counselor (LPC), Licensed Marriage &…
  • 3.1
    Citizens Bank – Holmes, PA
    5 days ago 5d
    roles, such as a Licensed Relationship Banker, Premier Relationship Manager, Branch Manager or FinancialConsultant Training,… Associate Licensed Relationship Banker Work closely with new and existing customers to understand their financial needs…
  • 4.0
    Atlanta Toyota – San Jose, CA
    Est. Salary $43k-$64k
    5 days ago 5d
    Summary/Objective The Financial Services Consultant produces additional revenue for the dealership by selling finance and insurance… accounting Acquires and maintains current state insurance license, completing continuing credit insurance education Maintains…
  • 3.4
    Regions Financial Corp – Nashville, TN
    NEW
    At Regions, our FinancialConsultants will establish a portfolio of bank customers based on meeting the financial objectives of… Preferences Series 65 or 66 Certified Financial Planning, Chartered FinancialConsultant and Certified Retirement Specialist…
  • 3.1
    Citizens Bank – Bedford, NH
    5 days ago 5d
    roles, such as a Licensed Relationship Banker, Premier Relationship Manager, Branch Manager or FinancialConsultant Training, strategies… Associate Licensed Relationship Banker Work closely with new and existing customers to understand their financial needs and…
  • 3.8
    Fidelity Investments – United States
    Est. Salary $39k-$102k
    4 days ago 4d
    reinforcing the principles of consultative selling. The primary responsibility of the Regional Planning Consultant is to coach and develop… become highly proficient and effective sales consultants by embracing consultative selling practices Leading by example and…
  • 3.6
    Charles Schwab – Potomac, MD
    13 days ago 13d
    them control over their financial futures. What you’ll do: The Vice President, FinancialConsultant will proactively grow… active investing, managed banking, and lending needs. Our FinancialConsultants are driven, motivated people who believe that personal…
  • 4.0
    Valero – San Antonio, TX
    14 days ago 14d
    preferred. CPA license preferred. Experience working as an Accountant preferred. Large consulting/accounting firm experience… solutions for Valero's accounting/financial functions as part of the Information Services (IS) Financial Systems team. Work in close…
  • 4.2
    Independent Capital Management – Irvine, CA
    EASY APPLY
    5 days ago 5d
    where you help people become financially independent while building your own personal financial wealth with career growth and… level of individualized service throughout your long term consultative relationships with clients to increase loyalty and referral…
  • 3.8
    Fidelity Investments – San Jose, CA
    5 days ago 5d
    executive’s financial well-being How Your Work Impacts the Organization The Executive Planning Consultant provides… We’re Looking For Series 7, 63, 65 licenses required Insurance license must be obtained 6 months into role A…
  • 3.2
    St. Mary's Bank – Manchester, NH
    4 days ago 4d
    looking to fill a full-time FinancialConsultant position. This position is responsible for the financial needs of the membership… looking to fill a full-time FinancialConsultant position. This position is responsible for the financial needs of the membership…
  • 3.4
    Hancock and Whitney Bank – Harvey, LA
    5 days ago 5d
    SUMMARY: Consults with clients and prospects to determine course(s) of action designed to help meet their financial and investment… Job Description - Financial Advisor (17001050) Job Description Financial Advisor - (17001050) Essential…
  • 3.6
    Cerner – Kansas City, MO
    Est. Salary $41k-$93k
    5 days ago 5d
    The Healthcare Financial Executive is responsible for a (financial) portfolio of Cerner’s largest and most strategic clients across… enhance client financial health, drive adoption and optimization of revenue cycle solutions, ensuring financial stability and improvement…
  • 3.3
    Langley Federal Credit Union – Newport News, VA
    NEW
    Langley is hiring a FinancialConsultant. The FinancialConsultant services potential and existing clients to include sales of… and long-term goals; Prepare and present financial plans based on personal financial information provided by client; Identifies…
  • 3.7
    Penske Automotive Group – San Jose, CA
    Est. Salary $51k-$75k
    6 days ago 6d
    Summary/Objective The Financial Services Consultant produces additional revenue for the dealership by selling finance and insurance… accounting Acquires and maintains current state insurance license, completing continuing credit insurance education Maintains…
  • 3.8
    Fidelity Investments – San Francisco, CA
    5 days ago 5d
    executive’s financial well-being How Your Work Impacts the Organization The Executive Planning Consultant provides… We’re Looking For Series 7, 63, 65 licenses required Insurance license must be obtained 6 months into role A…
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