5256
Financial Consultant jobs
Ameriprise Financial - Edina Office —Edina, MN
Follow up on client calls and requests. Perform in-depth analysis of client financial situations and create tailored financial plans.
$85,000 - $150,000 a year
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Steward Partners Global Advisory LLC —Keene, NH
Bachelor’s Degree in Business or in related field is preferred. Perform administrative duties that support Financial Advisors in daily business practices,…
$40,000 - $50,000 a year
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COUNTRY Financial —Minneapolis, MN
We’re looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life’s planned and unexpected moments…
Estimated: $69.7K - $88.3K a year
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…
$80,000 - $100,000 a year
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10d
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).
$75,000 - $200,000 a year
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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.
$34,327 - $80,359 a year
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8d
Valenta Capital Management —Denver, CO
Position Summary: This position will provide financial plan support to two financial advisors by collecting and analyzing client financial data, developing…
$60,000 - $80,000 a year
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Workflow Technologies Inc —Remote
Experience in the functional use of Oracle Peoplesoft Financials. Experience in project risk identification and management.
$60 - $75 an hour
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2d
SideRamp —Washington, DC
Bachelor’s degree in Finance, Accounting, or related field. Conduct financial analysis and reporting. Proven experience in financial analysis and operations.
Estimated: $72.2K - $91.4K a year
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3d
Salina Regional Health Center —Salina, KS
Two years clerical/bookkeeping experience. Completes or initiates original billing for one or more pay classes including follow up on bills with insurance…
Estimated: $33.6K - $42.5K a year
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.
$35,000 - $40,000 a year
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2d
Western & Southern —Rogersville, TN
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?…
$52,931.17 - $63,745.06 a year
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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…
$87,500 - $163,200 a year
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14d
Savant Wealth Management —Wyomissing, PA
Must obtain a Series 65 license within three (3) months of starting the program. Bachelors Degree from an accredited college or university in the areas of…
Estimated: $59.4K - $75.3K a year
Polk and Associates, P.L.C. —Saint Clair Shores, MI
Current Series 65 or 66 license required. Bachelor’s degree in Finance, Economics, or related field; advanced degrees or certifications (CFP®, CFA, CPA)…
Estimated: $96K - $122K a year
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6d
Office of Public Guardian —Concord, NH
Bachelor’s degree in finance, accounting, social work or related field is preferred; equivalent professional experience may be considered.
$48,000 - $52,000 a year
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C&A Financial Group —Township of Wall, NJ
We offer extensive training on all aspects of our career; marketing, lead generation, client acquisition, cash flow analysis, and cash flow strategies.
From $50,000 a year
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Northwestern Mutual - Downtown San Diego —San Diego, CA
Understand their clients' goals and visions to develop a holistic financial roadmap using tools such as retirement planning, investment and insurance services,…
$80,000 - $250,000 a year
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8d
Thrivent —Hastings, MN
Candidates must have ability to set appointments, carefully analyze client needs, effectively communicate financial plans and risk management solutions.
$75,000 - $150,000 a year
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Harrison Henderson, PLLC —Tulsa, OK
A willingness to obtain additional specialized certifications, e.g. PFS and CFP would be helpful in providing our clients with the highest level of service and…
$100,000 - $120,000 a year
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