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financial consultant

87 financial consultant jobs found

Dec 07, 2022  
Entry Level Financial Consultant (Flexible, Commission Based, Work Remote)
In summary, we are looking for an individual who has the mindset and desire to become a top performer and grow and develop in their career starting part-time or full-time. Incredible 1099 business ownership, company partnership, commission, residuals, multiple passive compensation and bonus income. One thing we understand is that it takes Innovation, Values and Service to achieve positive, impactful and meaningful connections. Financial fundamentals are not typically taught in school and yet we all must plan and prepare for our journey. The little steps today create momentum and achievement tomorrow. This starts with the right talent, the right individual, who desires to learn the essential fundamentals to plan a resilient financial future and enjoys helping people. As a well established industry leading company, we provide personal training and pathway to quickly acquire professional licensing that establishes the foundation to rapidly scale income and a career. We provide world...
Transamerica - TFA Seattle Remote * (Atlanta, GA, USA)
Dec 07, 2022  
Service Executive I - Remote
Join the people helping people. For people drawn to serving others through their work, PSCU is a place to thrive, as we serve our credit union members best by taking care of each other first. If you want to help shape an industry, challenge yourself, and invest in your own future, this is the place for you. PSCU is a highly accessible environment where you re empowered to think on your feet, work from your heart, and discover the very best version of your professional and personal self. Our Momentum. Your Moment. This application is the first step in seizing your moment. This position is responsible for building and improving relationships with clients to ensure operational issues and questions are resolved in a timely manner. The Service Executive is responsible for managing and delivering timely responses and resolutions, which are essential to growing and enhancing relationships with our clients. The Service Executive must exceed all client expectations and...
PSCU Remote * (Tulsa, OK, USA)
Dec 07, 2022  
Senior Investor Reporting Consultant (remote contract)
Our global technology client is starting a new division focusing on non-prime auto/consumer lending platforms and is currently seeking a Senior Investor Reporting Consultant to help them as they aggressively grow this start up business. This role will be responsible for the following: - reviewing servicing contracts, analyzing relevant data, validating and reconciling collections and required distributions. - delivering investor reporting requirements on a monthly basis. - ad hoc reporting and response to new investors data requests. - setting up processes, procedures, templates and best practices as needed. - other reporting and data analytics projects as requested. Requirements: * Experience in investor reporting in the financial services industry, consumer lending preferred * Advanced Excel and data analytics and management skills * Ability to develop reporting templates processes * Strong communication skills and ability to summarize and analyze critical data points Target start...
Robert Half Remote * (Garland, TX, USA)
Dec 07, 2022  
Senior Investor Reporting Consultant (remote contract)
Our global technology client is starting a new division focusing on non-prime auto/consumer lending platforms and is currently seeking a Senior Investor Reporting Consultant to help them as they aggressively grow this start up business. This role will be responsible for the following: - reviewing servicing contracts, analyzing relevant data, validating and reconciling collections and required distributions. - delivering investor reporting requirements on a monthly basis. - ad hoc reporting and response to new investors data requests. - setting up processes, procedures, templates and best practices as needed. - other reporting and data analytics projects as requested. Requirements: * Experience in investor reporting in the financial services industry, consumer lending preferred * Advanced Excel and data analytics and management skills * Ability to develop reporting templates processes * Strong communication skills and ability to summarize and analyze critical data points Target start...
Robert Half Remote * (Sanderson, west VA, USA)
Dec 07, 2022  
Senior Investor Reporting Consultant (remote contract)
Our global technology client is starting a new division focusing on non-prime auto/consumer lending platforms and is currently seeking a Senior Investor Reporting Consultant to help them as they aggressively grow this start up business. This role will be responsible for the following: - reviewing servicing contracts, analyzing relevant data, validating and reconciling collections and required distributions. - delivering investor reporting requirements on a monthly basis. - ad hoc reporting and response to new investors data requests. - setting up processes, procedures, templates and best practices as needed. - other reporting and data analytics projects as requested. Requirements: * Experience in investor reporting in the financial services industry, consumer lending preferred * Advanced Excel and data analytics and management skills * Ability to develop reporting templates processes * Strong communication skills and ability to summarize and analyze critical data points Target start...
Robert Half Remote * (Austin, TX, USA)
Dec 07, 2022  
Senior Investor Reporting Consultant (remote contract)
Our global technology client is starting a new division focusing on non-prime auto/consumer lending platforms and is currently seeking a Senior Investor Reporting Consultant to help them as they aggressively grow this start up business. This role will be responsible for the following: - reviewing servicing contracts, analyzing relevant data, validating and reconciling collections and required distributions. - delivering investor reporting requirements on a monthly basis. - ad hoc reporting and response to new investors data requests. - setting up processes, procedures, templates and best practices as needed. - other reporting and data analytics projects as requested. Requirements: * Experience in investor reporting in the financial services industry, consumer lending preferred * Advanced Excel and data analytics and management skills * Ability to develop reporting templates processes * Strong communication skills and ability to summarize and analyze critical data points Target start...
Robert Half Remote * (Fort Worth, TX, USA)
Dec 07, 2022  
Director, Global Human Resources (Remote)
Strength in Trust At OneTrust, we exist to unlock every company's potential to thrive by doing what's good for people and planet. Using cutting-edge technology and a real-world approach to privacy, GRC, ethics, and ESG, we ve created a no-nonsense platform to help supercharge the global push for Trust Intelligence. The Challenge The Director, Human Resources will work with all areas of the business, serving as a strategic consultant and Human Resources expert to help drive the delivery of our business objectives. Reporting to the VP, Global People Strategy and Operations, you will act as a trusted Human Resources partner to one or more C-Suite executive and their management teams and employees serving as a consultant to management on all human resource-related issues. The Director, Human Resources is a senior position within the organization, with global scope. Your Mission The Director, Human Resources will design and deliver targeted solutions with a high degree of focus on scale...
OneTrust Remote * (Chicago, IL, USA)
Dec 07, 2022  
Remote Controller
Remote Controller Consultant Aston Carter is looking for qualified candidates to fill a fully remote Controller Consultant role for a company based in Chicago, IL. Candidates will be considered for full-time employment and must be willing to work CST hours. The position is open due to substantial company growth. If interested, please send your resume to ...@astoncarter.com or apply below! Job Description: Direct activities of Accounting Department AP, fixed assets, general ledger, monthly close Provide leadership to the team Work closely with CFO to manage critical financial requirements of the business related to internal control and reporting Lead the monthly close process, including reviewing variances and ensuring a timely close Assist in meeting all monthly, quarterly, and annual reporting requirements of internal and external users Manage the preparation of various owner and corporate tax filings Manage company audit Assist in designing, implementing, and...
Aston Carter Remote * (Chicago, IL, USA)
Dec 07, 2022  
Process Improvement/ Project Management Specialist, Remote
Wondering whats within Beckman Coulter Diagnostics? Take a closer look. At first glance, youll see that for more than 80 years weve been dedicated to advancing and optimizing the laboratory to move science and healthcare forward. Join a team where you can be heard, be supported, and always be yourself. Were building a culture that celebrates backgrounds, experiences, and perspectives of all our associates. Look again and youll see we are invested in you, providing the opportunity to build a meaningful career, be creative, and try new things with the support you need to be successful. Beckman Coulter Diagnostics is proud to work alongside a community of six fellow Diagnostics Companies at Danaher. Together, were working at the pace of change to improve patient lives with diagnostic tools that address the worlds biggest health challenges. The Enterprise Delivery Consultant for Beckman Coulter Diagnostics is responsible for optimizing customer organizational performance by leading...
Danaher Corporation Remote * (Richmond, VA, USA)
Dec 07, 2022  
Work from Home Travel Consultant -Travel & Lifestyle Services - Upcoming 2023Hiring
You Lead the Way. We ve Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you ll learn and grow as we help you create a career journey that s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally. At American Express, you ll be recognized for your contributions, leadership, and impact every colleague has the opportunity to share in the company s success. Together, we ll win as a team, striving to uphold our company values and powerful backing promise to provide the world s best customer experience every day. And we ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong. Join Team Amex and let's lead the way...
American Express Remote * (Noblesville, IN, USA)
Dec 07, 2022  
Work from Home Travel Consultant -Travel & Lifestyle Services - Upcoming 2023Hiring
You Lead the Way. We ve Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you ll learn and grow as we help you create a career journey that s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally. At American Express, you ll be recognized for your contributions, leadership, and impact every colleague has the opportunity to share in the company s success. Together, we ll win as a team, striving to uphold our company values and powerful backing promise to provide the world s best customer experience every day. And we ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong. Join Team Amex and let's lead the way...
American Express Remote * (Bargersville, IN, USA)
Dec 07, 2022  
Full Stack Software Engineer - Remote - Home Based - Military Veterans
MILITARY VETERANS The world isn t standing still, and neither is Allstate. We re moving quickly, looking across our businesses and brands and taking bold steps to better serve customers evolving needs. That s why now is an exciting time to join our team. You ll have opportunities to take risks, challenge the status quo and shape the future for the greater good. You ll do all this in an environment of excellence and the highest ethical standards - a place where values such as integrity, inclusive diversity and accountability are paramount. We empower every employee to lead, drive change and give back where they work and live. Our people are our greatest strength, and we work as one team in service of our customers and communities.Plus, Allstate is changing how, when, and where we work-to lead us boldly into our future. We're empowering our employees to create better ways of working through more intentional use of communication and collaboration practices, processes and tools....
Allstate Remote * (Northbrook, IL, USA)
Dec 07, 2022  
Director, Strategic Sales - PART TIME REMOTE
TITLE: Strategic Sales Director REPORTS TO: VP, Innovation LOCATION: LA Preferred WHO WE ARE LOOKING FOR: Per Scholas is looking for a part-time consultant with experience building partnerships and/or sales relationships with companies in Los Angeles. This individual would support the learning and launch of a Fee for Hire talent placement model. In this role, you would establish new relationships for Per Scholas, and sell directly to these employers. Success in this role is measured by achievement of job placements for our graduates under our corporate fee structure, along with supporting goals of this pilot (e.g., capturing learning / employer feedback). HOURS: Part-Time Contract; 15 hours / week PAY : $40-55+/ hr LOCATION: REMOTE / HYBRID (Los Angeles area) WHAT YOU'LL DO: Product Development Adapt Per Scholas's Fee For Hire (FFH) / Coaching "product" to the Los Angeles market, helping to further define and develop it as we expand it from our St. Louis and national pilots Advise...
Per Scholas Remote * (Los Angeles, CA, USA)
Dec 07, 2022  
Data Associate: New Grads eligible (ETL required) remote
Covala Group is a proven enroller and administrator of voluntary, supplemental and individual disability benefits for large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted Fortune 500 companies in the development and implementation of group life insurance, corporate owned life insurance, and long term care programs. Covala is a subsidiary of NFP.Who We Are:We're NFP, a six-time Best Places to Work award winner in Business Insurance for 2017-2022. We are also recognized as an Elite Agency award winner named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across...
National Financial Partners Remote * (WA, USA)
Dec 05, 2022  
Service Executive I - Remote
Join the people helping people. For people drawn to serving others through their work, PSCU is a place to thrive, as we serve our credit union members best by taking care of each other first. If you want to help shape an industry, challenge yourself, and invest in your own future, this is the place for you. PSCU is a highly accessible environment where you re empowered to think on your feet, work from your heart, and discover the very best version of your professional and personal self. Our Momentum. Your Moment. This application is the first step in seizing your moment. This position is responsible for building and improving relationships with clients to ensure operational issues and questions are resolved in a timely manner. The Service Executive is responsible for managing and delivering timely responses and resolutions, which are essential to growing and enhancing relationships with our clients. The Service Executive must exceed all client expectations and...
PSCU Remote * (Phoenix, AZ, USA)
Dec 04, 2022  
Service Executive I - Remote
Join the people helping people. For people drawn to serving others through their work, PSCU is a place to thrive, as we serve our credit union members best by taking care of each other first. If you want to help shape an industry, challenge yourself, and invest in your own future, this is the place for you. PSCU is a highly accessible environment where you re empowered to think on your feet, work from your heart, and discover the very best version of your professional and personal self. Our Momentum. Your Moment. This application is the first step in seizing your moment. This position is responsible for building and improving relationships with clients to ensure operational issues and questions are resolved in a timely manner. The Service Executive is responsible for managing and delivering timely responses and resolutions, which are essential to growing and enhancing relationships with our clients. The Service Executive must exceed all client expectations and...
PSCU Remote * (Des Moines, IA, USA)
Dec 02, 2022  
Service Executive I - Remote
Join the people helping people. For people drawn to serving others through their work, PSCU is a place to thrive, as we serve our credit union members best by taking care of each other first. If you want to help shape an industry, challenge yourself, and invest in your own future, this is the place for you. PSCU is a highly accessible environment where you re empowered to think on your feet, work from your heart, and discover the very best version of your professional and personal self. Our Momentum. Your Moment. This application is the first step in seizing your moment. This position is responsible for building and improving relationships with clients to ensure operational issues and questions are resolved in a timely manner. The Service Executive is responsible for managing and delivering timely responses and resolutions, which are essential to growing and enhancing relationships with our clients. The Service Executive must exceed all client expectations and...
PSCU Remote * (San Antonio, TX, USA)
Nov 14, 2022  
Service Executive I - Remote
Join the people helping people. For people drawn to serving others through their work, PSCU is a place to thrive, as we serve our credit union members best by taking care of each other first. If you want to help shape an industry, challenge yourself, and invest in your own future, this is the place for you. PSCU is a highly accessible environment where you re empowered to think on your feet, work from your heart, and discover the very best version of your professional and personal self. Our Momentum. Your Moment. This application is the first step in seizing your moment. This position is responsible for building and improving relationships with clients to ensure operational issues and questions are resolved in a timely manner. The Service Executive is responsible for managing and delivering timely responses and resolutions, which are essential to growing and enhancing relationships with our clients. The Service Executive must exceed all client expectations and...
PSCU Remote * (Detroit, MI, USA)
Nov 14, 2022  
Service Executive I - Remote
Join the people helping people. For people drawn to serving others through their work, PSCU is a place to thrive, as we serve our credit union members best by taking care of each other first. If you want to help shape an industry, challenge yourself, and invest in your own future, this is the place for you. PSCU is a highly accessible environment where you re empowered to think on your feet, work from your heart, and discover the very best version of your professional and personal self. Our Momentum. Your Moment. This application is the first step in seizing your moment. This position is responsible for building and improving relationships with clients to ensure operational issues and questions are resolved in a timely manner. The Service Executive is responsible for managing and delivering timely responses and resolutions, which are essential to growing and enhancing relationships with our clients. The Service Executive must exceed all client expectations and...
PSCU Remote * (Houston, TX, USA)
Dec 07, 2022  
Sr. Product Strategist (Remote)
Company Description Job Description The Senior Product Manager, Financial Vertical is part of the Vertical Solutions Team and is responsible for developing the most advanced digital marketing solutions for our clients.  This role will be the vertical owner responsible for continuously developing and evolving the vertical product/feature roadmap, marketing, competitive analysis, reporting and sales support. What you will do: Own the vision and development of the vertical roadmap featuring the portfolio of product solutions and enhancements that allow Epsilon to be the leader for this vertical. Drive the adoption of these strategic solutions by our clients and the Epsilon organization as they extend from our core offerings. Build market-leading solutions from our unique data assets by partnering with a cross-functional team of analysts, engineers, marketers, sellers, product managers, creatives, vendor partners and clients. Coordinate/train product solutions, technical...
Epsilon Chicago, IL, USA