Financial Consultant jobs

DeDora Capital —Napa, CA

Series 65 or 66 Securities license. Return calls, gather additional information and troubleshoot. Work with small number of 401k clients to ensure participant…

Steward Partners Global Advisory LLC —Keene, NH5

Bachelor’s Degree in Business or in related field is preferred. Perform administrative duties that support Financial Advisors in daily business practices,…

Murphy Wealth Management Group —Fishkill, NY

Our mission at Murphy Wealth Management Group is helping retirees pursue their dreams for retirement. The Wealth Advisor/Tax Preparer will assist in the…

CSR Financial Consulting Inc. —Remote

Conduct financial analysis to support decision making processes. Collaborate to collect financial data and ensure accuracy. Job Types: Full-time, Part-time.

Valenta Capital Management —Denver, CO5

Position Summary: This position will provide financial plan support to two financial advisors by collecting and analyzing client financial data, developing…

Thrivent —Sioux Falls, SD3.7

We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…

Northwestern Mutual - Hawai'i —Honolulu, HI3.7

Full financial support for licensing, professional designations, and certifications for both your personal and professional growth.

First Command Financial Services, Inc. —Clarksville, TN3.6

Tools and support to guide you through the licensing process. A specialized onboarding and training program designed for veterans, transitioning service members…

Workflow Technologies Inc —Remote

Experience in the functional use of Oracle Peoplesoft Financials. Experience in project risk identification and management.

First Command Financial Services, Inc. —DuPont, WA3.6

Tools and support to guide you through the licensing process. A specialized onboarding and training program designed for veterans, transitioning service members…

Western & Southern —Rogersville, TN3.3

Have you found yourself in a place that didn't seem to have exactly what you were looking for? Do you feel like you are not getting paid what you are worth?…

SideRamp —Washington, DC

Bachelor’s degree in Finance, Accounting, or related field. Conduct financial analysis and reporting. Proven experience in financial analysis and operations.

Gottshall Capital Partners —Manitowoc, WI

Handle all incoming calls and greet all incoming clients/prospects. Cultivates ideas to develop or help improve office systems and protocol.

New Century Investor Services LLC —Cranbury, NJ

The full scope of service and technology from Kestra Investment Services, LLC, a top ten independent broker-dealer\*. Financial planning: 2 years (Required).

CentralSquare Technologies —Remote2.8

Ability to articulate technical and functional concepts to technical and non-technical audiences. Work collaboratively with customer agencies undergoing project…

Northwestern Mutual - St. Louis —Columbia, MO3.7

Ideal candidates have a bachelor's degree from a four-year college or university and have strong interpersonal skills, grit and determination.

The Banderman Group —Saint Peters, MO

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the…

Polk and Associates, P.L.C. —Saint Clair Shores, MI5

Current Series 65 or 66 license required. Bachelor’s degree in Finance, Economics, or related field; advanced degrees or certifications (CFP®, CFA, CPA)…

Northwestern Mutual Striano Financial Group —Boca Raton, FL3.7

They strive to understand their clients' goals and dreams in order to develop comprehensive financial solutions that will help their clients reach financial…