Financial consultant jobs in Mount Vernon, NYCreate job alerts

The business development consultant will be a key contributor to the growth of our employee benefit practice. In addition to federal law requirements, The IMA Financial Group, Inc. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pu...

We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC). Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial profes...

We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC). We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address...

We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC). Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial profes...

We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC). Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial profes...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

This is more than just a job—it’s an opportunity to take control of your financial future, grow without limits, and create the life you want.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Sales Development Representative.Commission-Based, In-Person Sales).Help Businesses Save Money – Earn Uncapped Commission & Daily Bonuses! .Remote – But NOT Work-From-Home (In-Person Sales Required).We are Horizon Payments! Are you outgoing, motivated, and ready to.Sales Develop

Sales Development Representative.Commission-Based, In-Person Sales).Help Businesses Save Money – Earn Uncapped Commission & Daily Bonuses! .Remote – But NOT Work-From-Home (In-Person Sales Required).We are Horizon Payments! Are you outgoing, motivated, and ready to.Sales Develop

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

This is more than just a job—it’s an opportunity to take control of your financial future, grow without limits, and create the life you want.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Sales Development Representative.Commission-Based, In-Person Sales).Help Businesses Save Money – Earn Uncapped Commission & Daily Bonuses! .Remote – But NOT Work-From-Home (In-Person Sales Required).We are Horizon Payments! Are you outgoing, motivated, and ready to.Sales Develop

D Aceto Services LLC is seeking a motivated and detail-oriented Entry-Level Data Analyst to join our team.In this remote position, you will work closely with various departments to analyze data, generate insights, and support decision-making processes.This is a fantastic opportunity for individua...

This is more than just a job—it’s an opportunity to take control of your financial future, grow without limits, and create the life you want.

International financial accounting experience. We are seeking an ambitious hands-on Controller to oversee Lumenalta's financial health, reporting directly to Lumenalta's CFO. Managing the month-end close process and preparing financial statements that are issued timely and in accordance with GAAP...

Sales Development Representative.Commission-Based, In-Person Sales).Help Businesses Save Money – Earn Uncapped Commission & Daily Bonuses! .Remote – But NOT Work-From-Home (In-Person Sales Required).We are Horizon Payments! Are you outgoing, motivated, and ready to.Sales Develop

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

Sales Development Representative.Commission-Based, In-Person Sales).Help Businesses Save Money – Earn Uncapped Commission & Daily Bonuses! .Remote – But NOT Work-From-Home (In-Person Sales Required).We are Horizon Payments! Are you outgoing, motivated, and ready to.Sales Develop

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

This is more than just a job—it’s an opportunity to take control of your financial future, grow without limits, and create the life you want.

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

This is more than just a job—it’s an opportunity to take control of your financial future, grow without limits, and create the life you want.

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

Sales Development Representative.Commission-Based, In-Person Sales).Help Businesses Save Money – Earn Uncapped Commission & Daily Bonuses! .Remote – But NOT Work-From-Home (In-Person Sales Required).We are Horizon Payments! Are you outgoing, motivated, and ready to.Sales Develop

My client is seeking an experienced Construction Project Manager to oversee their ground up affordable housing projects.The ideal candidate will have a proven track record in managing construction projects from inception to completion, with a focus on budget management, scheduling, and team coord...

This is more than just a job—it’s an opportunity to take control of your financial future, grow without limits, and create the life you want.

Our client is seeking a detail-oriented Assistant Project Manager with experience in the Affordable Housing market to join their team.You will work closely with the Project Manager and other team members to support the successful planning, coordination, and execution of affordable housing constru...

Business Process Consultant / Business Analyst (Contract Contingent). ProSidian Seeks a Business Process Consultant / Business Analyst (Contract Contingent) located In Fort Lee, VA (or surrounding area) to support an engagement for Contract Lifecycle Management on behalf of a Federal Government A...

Manage budget and financial reporting * Interpret and analyze reports to ensure adherence to project budget.

MarketSource - JobID: 1323945 [Sales Associate / Team Member] As a Sales Representative at MarketSource, you'll: Drive sales productivity and customer satisfaction within Target Mobile retail locations on various Wireless products, accessories and services to customers; Engage in side-by-side sel...

Analyzes, verifies, authorizes, processes and reports related financial information in support of a specific field or a business unit operation. Designs, develops and implements systems or procedures resulting in the accurate reporting financial or system data. Analyzes, verifies, tracks and repo...

You will be responsible for monitoring financial performance, analyzing operational data, implementing efficiency measures, and providing strategic recommendations to improve overall performance. Financial Monitoring and Analysis:. Monitor and analyze financial performance metrics, including reve...

Experience performing financial variance analysis, reporting out on financials to senior leadership, ad-hoc data requests, and submission of budgets highly preferred. Analyzes, verifies, authorizes, processes and reports related financial information in support of a specific field or a business u...

Investigate irregular financial trends by linking financial information with business results, previous variance analyses, in-depth raw data examination, and close communication with related business teams/divisions. The main functions of a financial analyst are to gather and analyze financial in...

The HIE (Health Information Exchange) consists of different development teams working with InterSystems HealthShare as the core application.Our HIE development team is responsible for building custom solutions using the InterSystems stack of technologies, Cloud Services (Mainly focused on Microso...

You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Professional, you will be an advocate for your clients, co...

Sells products and services to customers in assigned non-bulk multi-dwelling units (MDU) areas/properties with 20+ doors through door-to-door solicitation and lobby events.MAJOR DUTIES AND RESPONSIBILITIES.Actively and consistently support all efforts to simplify and enhance the customer experien...

Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives. Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and...

Ensure quality control over financial transactions and financial reporting across multiple entities. Exemplary history of financial project management. Experience in managing financial reporting, with focus on streamlining accounting processes.

You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. NEFN is looking for self-motivated individuals like you to join our netwo...

Our client, a highly respected construction consultancy with a strong track record of successful projects in New York City, is seeking an experienced.This is an exciting opportunity for a driven and dedicated professional to join a dynamic team and contribute to a high-profile project while advan...

We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC). We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address...

Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives. Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and...

About the job Data Entry Analyst - Remote.This position is dedicated to ensuring accuracy of the foundation of each dental case.Currently, we have 60+ labs throughout the country.Our team is growing, Optimere is looking for a Data Entry Clerk.Previous experience is not necessary; we offer paid, h...

Our Financial Services client is looking for a Director of Risk Management with experience in ... Jack Walsh | Consultant | j.walsh@HamlynWilliams.com | 929-460-8838

Minimum 5 years' experience selling consulting services to Financial Services clients including but not limited to National and regional banks, Asset Management firms, Brokerages, Payments and Card ...