Financial consultant jobs in Hoboken, New Jersey - Page 2Create job alerts

Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Personal Financial Counselor, Assignment Ready Counselor, PFC-Laredo, TX. Magellan offers a broad range of health, life, voluntary and oth

Financial Crime Technology Implementation Senior Consultant. Experience working in a professional services or project-based environment managing the implementation of an AML System. Contribute to the definition and development of technical and data requirements for AML system implementations.

You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. Our team helps our Financial Services clients navigate the frequently changing and complex national and inter

Free Access to a Workplace Financial Advisor. Wealth Management & Financial Planning,Investment Strategy & Portfolio Management,Client Relationship Management & Trust Building,Business Development & Lead Generation,Regulatory Compliance & Licensing. We are recruiting for a Financial Consultant.

As a Senior Employee Benefits (Health & Benefits) Sales Consultant, you will leverage Mercer's expertise to develop innovative sales strategies that address critical challenges in healthcare, financial security, and career development for employers and their employees. Experiential knowledge of the

As a Financial Consultant at Schwab, you will be provided with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Financial Consultant Opportunity. Schwab's branch team is at the heart of our firm's commitment to helping clients own their fi

Financial Crime Technology Senior Consultant. Design, plan, and execute data-focused workstreams as part of AML technology deployments.

Prudential Annuities, a division within Prudentials Individual Retirement Strategies Group, is currently seeking a sales professional to join its growing team as an Inbound Sales Consultant. In this fast-paced, constantly changing role, you will help financial professionals solve their day-to-day pr

As a Project Management Consultant in Guidehouse's Commercial Financial Services practice, you will leverage your subject matter expertise to drive results as an individual contributor. Managing Consultants are expected to drive and communicate well-organized, effective reports and presentations to

Click the link below to review our Investment Professionals incentive structure.Investment Professionals' Compensation | Charles Schwab.At Schwab, youre empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us challenge the status quo and transfo

As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Develop essential knowledge of our financial plannin

Finance Consultant - Treasury Operations.Fully Remote-Please only submit candidates from the Tri-State area, NY, NJ and CT.Position Title: Financial Analyst - III.Location: 51 Madison Avenue New York, USA.Fully Remote- Please only submit candidates that are in the Tri-State Area, NY, NJ and CT.Durat

Expertise in policies, procedures, governance, design and operations in relevant areas, such as trade life cycle, front-office structure, broker-dealer operations, clearance and settlement, client onboarding, treasury operations, collateral management and regulatory regimes. Knowledge of industries,

A successful Regulatory Affairs Consultant should have: background in legal or regulatory roles within the financial services industry. If you are ready to take on this exciting opportunity in New York, apply today to become a Regulatory Affairs Consultant in the financial services industry!. Provid

As a Senior Employee Benefits (Health & Benefits) Sales Consultant, you will leverage Mercer's expertise to develop innovative sales strategies that address critical challenges in healthcare, financial security, and career development for employers and their employees. Senior Employee Benefits (Heal

Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. Branch Banking-Client Consultant Ii-Float. A Branch Banking-Client Consultant II- Float tr

Healthcare Revenue Cycle Consultant II. Join Wipfli as a Healthcare Revenue Cycle Consultant II, guiding clients through the complexities of optimizing financial performance. Conduct revenue cycle assessments and provide actionable insights for enhancement.

Consultants have 10 years experience of working in the Wealth & Asset Management (FINRE/ SEC Broker dealers, investor advisors and/or asset managers and have over 5 years working as a consultant. We are looking for financial consultants who have experience of product and functional knowledge of fron

A Financial Services Business Consultant provides business consulting services working with client business/IT user groups under ABeam's Manager/Senior Manager. Financial Services Business Consultant. Working knowledge and experience in financial services in one or more of the following domain areas

The Portfolio Overlay Consultant role will report to the Head of Future Growth Distribution and be responsible for driving sales across the retail wealth management space. Demonstrate an expertise in wealthtech technology solutions including financial planning platforms, middleware and asset managem

A leading financial institution is seeking a Branch Banking-Client Consultant I - Float in Brooklyn, NY. In this full-time role, you will interact with clients, providing exceptional service while processing financial transactions.

As a Consultant, it will be imperative to keep up-to-date on key issues and current events for clients as well as the financial markets and relevant industries. We are currently looking for a Consultant to join our Financial Communications team. Strategic Communications Consultant.

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.If you're ready to take the next step, discover what's possible with LPL Financial.LPL's Financial Planning Services team is seeking passionate, experienced, and highl

Financial Consultant Opportunity.In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Investment Professionals' Compensation at Schwab empowers you to make an impact on your career.Here, innovative thought meets creative problem solving, helping us to chal

FTI Consulting is seeking a Senior Consultant to join our growing Transactions Financial Due Diligence team. Experience with the financial due diligence process and financial modeling. In FTI Consulting's Corporate Finance & Restructuring organization, we focus on our clients' strategic, operational

Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Personal Financial Counselor, Assignment Ready Counselor, PFC-Whitefish, MT. This position will provide coverage in short-term, surge and

A leading global consulting firm is seeking a Deal Tech Summer Consultant to assist clients with digital strategies and financial analyses. The ideal candidate will have a predicted MBA and a strong interest in digital trends.

A leading financial services firm is seeking a Senior Operations Consultant to join their Anti-Money Laundering Operations Support team.This hybrid position requires expertise in AML technology and operational processes.The consultant will own key workflows, analyze complex system problems, and deve

Own financial reporting, planning, financial analysis, budgeting, cash flow forecasting, risk management, and internal reporting to leadership, and key internal and external stakeholders. In-depth understanding of various financial instruments, investment types, vehicle structures, asset classes, ta

Flushing Bank – Financial Consultant – Investment Services. As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.

As a Senior Employee Benefits (Health & Benefits) Sales Consultant, you will leverage Mercer's expertise to develop innovative sales strategies that address critical challenges in healthcare, financial security, and career development for employers and their employees. Senior Employee Benefits (Heal

At Empower, we believe in owning your career. The incentive compensation component will be variable and tied to specific metric-related goals set by Empower. Focus on deepening customers relationship with Empower.

Consulting positions available in McLean, Virginia, New York, New York, and Arlington, Virginia.Job Family: Management Consulting.Support project teams both at client sites and internally.Support project workstreams and interact with the client daily to ensure engagement success.Create and present q

Must be a US Citizen who currently possesses a Secret Clearance.This is remote work, with the requirement to travel to client locations 50% of the time.The consultant typically performs all functional duties independently 3 to 10 years of experience and a BA/BS or MA/MS degree in Financial Accountin

As a Project Managing Consultant in Guidehouse's Commercial Financial Services practice, you will leverage your subject matter expertise to drive results as an individual contributor. Managing Consultants are expected to drive and communicate well-organized, effective reports and presentations to cl

As a Project Managing Consultant in Guidehouse's Commercial Financial Services practice, you will leverage your subject matter expertise to drive results as an individual contributor. What You Will Need:*** Bachelors degree* 5+ years of experience in the banking industry or commercial financial serv

As a Senior Consultant, you will follow a clearly defined career path and continue to deepen your specialized industry knowledge and consulting skills. As you hone your project management skills, leadership abilities, and the aptitude for managing multiple workstreams, you will have the opportunity

Commitment and dedication to helping clients achieve their financial goals. Previous sales experience is a plus, but your drive and passion are what matter most. Are you ready to make a real impact and elevate your career? Join our innovative team at Century Consulting Services, a trailblazer in the

A bachelor's degree in Accounting, Finance, Economics or Business with 3+ years of relevant experience working at a financial services company or comparable experience working as an advisor to a financial services organization; or a master's degree in business administration (MBA) with 2+ years of r

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. Equitable Advisors, LLC, member FINRA, SIPC, (E

Job Description Senior Portfolio Manager - Consumer Equity L/S Strategy Location: New York City or Remote (US-based) Our client, a leading multi-strategy hedge fund, is seeking an accomplished Senior Portfolio Manager to spearhead a US-focused Consumer Equity Long/Short strategy. This is an exceptional opportunity to join a world-class platform with significant resources and a commitment to empowering top talent. Role Highlights: • Strategy: Consumer Equity Long/Short (US focus), • Capital Allocation: Potential for $1bn+ for the right profile, • Location: NYC or any US-based location, • Structure: Minimal overlap - you won't be one of ten covering the same space, giving you broader scope and autonomy What We're Looking For: • Proven track record of delivering strong, consistent PnL in a US consumer equity L/S strategy, • Deep sector expertise and ability to generate alpha through differentiated insights, • Strong risk management and portfolio construction skills, • Ability to scale and manage significant capital effectively Why Join? • Significant capital allocation and infrastructure support, • Above-market compensation potential - PnL-based bonus structure, negotiable case by case, • Opportunity to run a large book with limited internal competition, • Collaborative, performance-driven culture Company DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry. By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals. We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places. From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. As a Financial Consultant Retirement Plan Advisory Team (RPAT), you will be part of our growing Empow

BizTek People is in search for an experienced Financial Analyst (Consultant) in NYC! Location: New York City (Hybrid Alternate weeks ThursFri) Pay Rate: $72-$82 / hour (depending on experience) Benefits: Health, Dental, Vision, and 401k Duration: 6 months with potential for extension Role Overview:

Principal Consultant Oracle Cloud Consolidations (FCC). FCC Lead Consultant Or Principal Consultant. This role leverages your extensive experience in technology consulting, specifically within Oracle Cloud Financial Consolidations and Close (FCC), to drive client improvements, increase revenue, and

Branch Banking Client Consultant I-Float. A Branch Banking-Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Client Experience: Provide positive client experience by assisting with account quest

Job Description This client is a leading investment bank in NYC looking to expand their Consumer Group with a highly motivated Investment Banking Analyst II/III. This is an opportunity to work in one of the highest revenue-generating groups on the platform. You will gain exposure to sophisticated sell-side M&A transactions for prominent consumer brands, while benefiting from mentorship and a collaborative, entrepreneurial culture. Key Responsibilities • Support all aspects of sell-side M&A processes, including financial analysis, valuation, and preparation of marketing materials., • Conduct in-depth industry and company research within the consumer sector., • Build and maintain detailed financial models to evaluate strategic alternatives., • Assist in drafting presentations and transaction documents for clients and prospective buyers., • Coordinate due diligence and manage data rooms throughout the transaction lifecycle. Qualifications • Experience: 1-2 years of investment banking experience, ideally with exposure to M&A transactions., • Technical Skills: Strong financial modeling, valuation, and analytical capabilities., • Industry Knowledge: Interest or prior experience in the consumer sector is highly preferred., • Education: Bachelor's degree in Finance, Economics, or related field., • Attributes: Exceptional attention to detail, ability to thrive in a fast-paced environment, and strong communication skills. Company DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry. By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals. We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places. From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Job DescriptionAbout the Job You will be aligned with our long-standing client in the OneStream Technical consultant. The candidate should be aware of the latest trends in this industry as are applicable from a domain and technological perspective Title: OneStream Technical consultant Location: New York or New Jersey (Day one onsite) Position : Contract to hire (C2H) Job Description: • Experience in building metadata, business rules, forms, designing cube views, workflow, performing data reconciliation, building custom rules and reports ., • Understanding of Finance business processes, specifically around close and consolidation and Financial Planning and Analysis, • Experience with programming in VB.Net and/or Python and knowledge of RDBMS systems such as SQL Server, • Understanding of cloud-based SaaS and PaaS market offerings, • Ability to work independently and manage multiple task assignmentsPreferred:, • Experience of end-to-end implementations in OneStream, • Build application models that will package specific planning processes (e.g. Sales forecasting, financial planning and forecasting, workforce planning, etc.), • Experience in creation of Business Rules Custom Consolidations, Intercompany eliminations, automating CashFlow, Custom Translations and Currency Overrides, • Experience in preparing deliverables such as design documents, test documentation, training materials and administration/procedural guidesAbout HR PUNDITS Inc. HRP is a trusted partner to leading implementation partners and customers, recognized for our commitment to quality resourcing and sustainable business growth. We prioritize customer success and work collaboratively to drive growth, ensuring that each engagement delivers impactful results and long-term value. Thanks & Regards, Nick