Licensed Financial Consultant Jobs | Glassdoor

Licensed Financial Consultant Jobs

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  • 4.1
    Smith+Noble – United States
    9 days ago 9d
    fulfilling and financially rewarding: Provide custom window treatment design solutions utilizing a consultative selling approach… your home based office, travel to clients homes for design consultation. As a trained Smith & Noble professional, your design and…
  • 3.0
    The Provident Bank – Woodbridge, NJ
    Est. Salary $61k-$104k
    11 days ago 11d
    closes Branch Researches errors in deposits and withdrawals; consults with supervisor for more complex issues Assists with daily… skills Ability (strong) to build relationships through consultative conversations and to identify customer needs and translate…
  • 4.1
    Smith+Noble – United States
    10 days ago 10d
    fulfilling and financially rewarding: Provide custom window treatment design solutions utilizing a consultative selling approach… your home based office, travel to clients homes for design consultation. As a trained Smith & Noble professional, your design and…
  • 3.6
    CrossCountry Mortgage, Inc – Brecksville, OH
    Est. Salary $46k-$69k
    10 days ago 10d
    potential courses of action based on the data Possession of consultative background and approach in order to define solutions that… provide recommendations aimed at introducing business and/or financial efficiencies Scope, research, design, and develop reporting…
  • 3.0
    Bloomberg BNA – Arlington, VA
    EASY APPLY
    Est. Salary $57k-$91k
    11 days ago 11d
    requirements, policies, procedures, and/or systems preferably in a consultative customer support role, and 2) providing contract administration… various contract/license stages. · Provide a variety of support for the sale of BBNA's contract licenses including custom/special…
  • 3.0
    The Provident Bank – Ocean Grove, NJ
    9 days ago 9d
    closes Branch Researches errors in deposits and withdrawals; consults with supervisor for more complex issues Assists with daily… skills Ability (strong) to build relationships through consultative conversations and to identify customer needs and translate…
  • 4.4
    Asheville Specialty Hospital – Asheville, NC
    Est. Salary $71k-$113k
    9 days ago 9d
    departments and takes steps to mitigate risk Serves as consultant to leadership facilitating positive, consistent, and collaborative… property with respect and in a manner that reflects awareness of financial responsibility. The employee adheres to all policies and procedures…
  • 3.8
    Fidelity Investments – West Hartford, CT
    2 days ago 2d
    Insurance Licenses or obtain them within 6 months of hire The Purpose of Your Role The Financial Consultant is a key member… As a Financial Consultant, you are responsible and accountable for building productive relationships with Fidelity's Mass Affluent…
  • 2.9
    Mercy Medical Center - Des Moines – Council Bluffs, IA
    Est. Salary $53k-$66k
    10 days ago 10d
    responsibilities as defined by policy Events for Notification or Consultation of Nursing Management (#000.004) in the absence of Administration… hold a Registered Nurse license in Nebraska or Iowa, Nebraska and Iowa are compact states so license must be held in state of…
  • 4.5
    Virtual Financial Group – Phoenix, AZ
    14 days ago 14d
    North America Virtually. Financial Consultants create customized plans using our proprietary Financial Needs Analysis "FNA" Software… manager & consultant, during which you will gather pertinent information and educate clients about fundamental financial issues…
  • 3.4
    MultiCare Health System – Tacoma, WA
    13 days ago 13d
    pediatric specialists providing easy access for patient consultations right here in the community. You’ll find everything you… of MultiCare Health System, you’ll enjoy the benefits of a financially stable, technologically advanced health system with more…
  • 3.8
    Fidelity Investments – Paramus, NJ
    6 days ago 6d
    written correspondence. Working in partnership with a Financial Consultant, you will build the path to an enhanced client experience… experience desired Series 7 & 63 licenses required prior to hire Series 65 and/or 66 licenses required within 3 months of hire…
  • 3.0
    The Provident Bank – South Orange, NJ
    Est. Salary $44k-$71k
    10 days ago 10d
    skills Ability (strong) to build relationships through consultative conversations and to identify customer needs and translate… is also responsible for security of equipment and premises, financial controls, collections and loss handling, as well as daily…
  • 3.7
    Central Pacific Bank – Lahaina, HI
    Est. Salary $50k-$81k
    26 days ago 26d
    and economic theory to serve as a business advisor, financial consultant, and line of business manager. Demonstrated active… or equivalent experience in a financial branch services environment 3+ years sales of financial products 3+ years supervisory…
  • 4.2
    BPM – San Francisco, CA
    Est. Salary $101k-$144k
    24 days ago 24d
    compliance and consulting services to a diverse base of corporate clients. Develop and deliver innovative financial planning ideas… accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. We are one of the largest California-based…
  • 3.8
    Fidelity Investments – West Hartford, CT
    4 days ago 4d
    Client Group Financial Consultant or Premium Financial Consultant . This role should support the (VP) Financial Consultant to increase… of clients. The Sr. RM acts as a conduit between the Financial Consultant and the client and works exclusively with Private Client…
  • 4.0
    Independent Capital Management – Ontario, CA
    EASY APPLY
    26 days ago 26d
    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…
  • 4.0
    Independent Capital Management – Ontario, CA
    EASY APPLY
    26 days ago 26d
    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…
  • 3.5
    NetBrain Technologies – Burlington, MA
    Est. Salary $106k-$142k
    23 days ago 23d
    credential, and/or CPA license preferred A minimum of six (6) years of finance, management consulting, and/or accounting experience… management accounting function and will report to the Chief Financial Officer. This position will provide an opportunity to join…
  • 2.8
    Guaranty Bank – Lithonia, GA
    23 days ago 23d
    surrounding business partners. * Consult with current and potential customers to analyze their financial needs and present products… they matter, then working as a Regional Retail Sales Banking Consultant with Guaranty Bank is where you should be! Become part of…
  • 3.2
    Pulte Mortgage Company – United States
    Est. Salary $34k-$51k
    24 days ago 24d
    customers, our employees, and PulteGroup. Mortgage Loan Consultant JOB SUMMARY Primary responsibility for performing sales… Experienced: Minimum 1-2 years of prior Loan Origination or Consulting experience preferred. Excellent oral and written communication…
  • 4.2
    BPM – San Francisco, CA
    Est. Salary $101k-$144k
    24 days ago 24d
    accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. We are one of the largest California-based… You Will (Job Responsibilities) Provide tax compliance and consulting to a diverse base of individual clients and their pass-through…
  • 2.7
    McCloud Services – Saint Louis, MO
    18 days ago 18d
    Prospecting, closing new pest management programs and consulting services, and solving complex problems within an assigned… solving sometimes complex problems utilizing a technical, consultative approach is ideal. Food service/manufacturing, pest management…
  • 3.1
    Golden 1 Credit Union – Sacramento, CA
    18 days ago 18d
    communication skills. * Develop and maintain advisory and consultative sales skills. * Working knowledge of office equipment and… by credit union processes. * Obtain and analyze pertinent financial and credit data. Complete an initial assessment of the mortgage…
  • 3.8
    Business Systems Consulting – Kirkland, WA
    21 days ago 21d
    current customer base. Effectively conduct all phases of a consultative sales process to prospective business customers with a view… sales position with challenge and the opportunity to exceed financial expectations. United Business Machines offers the best of…
  • 3.8
    Genoa Healthcare – Alamosa, CO
    Est. Salary $34k-$59k
    23 days ago 23d
    , case managers and other clinic staff, and provide drug consultation services when required. Communication with various doctors… meetings Assume all operation responsibilities including financial performance. Promote and increase sales. Reports to the…
  • 4.2
    BPM – San Francisco, CA
    Est. Salary $101k-$144k
    27 days ago 27d
    contact on all tax compliance and consulting matters Develop and deliver innovative financial planning ideas that meet or exceed… accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. We are one of the largest California-based…
  • 3.6
    Sierra Pacific Mortgage Company Inc. – Phoenix, AZ
    EASY APPLY
    Est. Salary $38k-$57k
    21 days ago 21d
    base of borrowers 10. Consult with borrower to identify their loan needs, assess/analyze their financial situation, determine the… policies, procedures, laws and regulations 4. Analyze branch financials and monitor/control expenses to maintain the profitability…
  • 3.1
    Golden 1 Credit Union – Sacramento, CA
    18 days ago 18d
    communication skills. * Develop and maintain advisory and consultative sales skills. * Working knowledge of office equipment and… by credit union processes. * Obtain and analyze pertinent financial and credit data. Complete an initial assessment of the mortgage…
  • 4.2
    Capital Contractors, Inc. – Columbia, MD
    22 days ago 22d
    give you the tools to make it happen! As an Outside Sales Consultant, you must be highly motivated and competitive, with a strong… looking to establish themselves in a results oriented and financially rewarding sales driven organization. If you are motivated…
  • 3.8
    Business Systems Consulting – Kirkland, WA
    21 days ago 21d
    current customer base. Effectively conduct all phases of a consultative sales process to prospective business customers with a view… position with challenge and the opportunity to exceed your financial expectations? United Business Machines offers the best of…
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