Financial consultant jobs in New York, NY - Page 3Create job alerts

TravelNurseSource is working with OneStaff Medical to find a qualified Postpartum RN in New York, New York, 10065! Pay Information $1,419 per week About The Position We. Are. OneStaff. Medical. An independently-owned, nationally-recognized and amazingly awesome staffing firm ready to work for ...

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 Sto

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,

Job Description Blue Matter is a rapidly growing management consultancy focused primarily in the biopharmaceutical industry. We partner with our clients to help them achieve commercial success across the lifecycle of their products and portfolios. Our project types include new product planning, l...

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities bro...

Job DescriptionCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to ...

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change a...

Job Description Vice President, HR Business Partner BBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients are comprised of the brightest minds in the financial and investing worlds, ...

Job Description Senior consultant(s) will offer expert consulting skills along with deep product and functional knowledge across various areas of the Back office, Operations, technology, Risk, P&S, Finance, Securities lending and Compliance depending on the department they will be working with.  ...

Job Description Join a well-established leader in the employee benefits and insurance industry, providing mid-market companies with comprehensive solutions across insurance, retirement, and technology platforms.Youll have the autonomy to grow your business while benefiting from a strong support s...

Job DescriptionDescription: Job Title: Functional Consultant- Accounting Location: Remote - USA Type: Full-time (remote) Pay: 68k-75k +bonus About our client Founded in 2003, Saralux is a Technology consulting firm specializing in helping non-profit organizations reach their business goals. ...

Job DescriptionCompany Description About Sia Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists f...

We provide our clients with a comprehensive view of strategic communications that leverages our integrated suite of services, including financial communications, corporate reputation, transaction communications and public affairs in all the major markets around the world. Work within Strategic Co...

The Hartford Financial Lines Errors & Omissions E&O Claims Group has an open Claim Consultant position handling a caseload of third-party Accountants and Miscellaneous Professional Liability (MPL) claims, from inception to final disposition. As these claims are often in litigation, experience han...

We are looking for a Deal Input Consultant to join the financial services industry and support essential banking operations. A strong foundation in financial data entry and document validation within the financial services industry. Proficiency in financial software and tools used in banking and ...

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 Sto

We are seeking a highly skilled and motivated Consultants or Senior Consultants with a strong background in Financial Services and Consulting. As inventive transformation consultants, we blend our strategic, creative and scientific capabilities, collaborating closely with clients to deliver cutti...

Our client is a leading consulting partner specializing in ERP solutions for manufacturing companies.They are dedicated to helping clients streamline their operations and maximize their investment in technology.Their team is passionate about delivering high-quality implementation, upgrade, and pr...

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to esta

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. We are always seeking to attract top talent and expand our community of Financial Professionals. After successfully completing PEP, you wil

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Eligible financial professionals c

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. We are always seeking to attract top talent

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Our network of over 4,300 financia

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. After successfully completing PEP, you will

Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. For more information ...

Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary. Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individu...

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Our network of over 4,300 financia

Prior financial services internal audit consulting or financial services third line internal audit experience. Financial Crime Internal Audit & AML Testing Senior Consultant. As a Senior Consultant in our Regulatory Compliance Financial Crime practice, you will work with a broad array of professi...

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); Employ

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); Employ

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. Our network of over 4,300 financial professionals across the U. We are always seeking to attract top talent and expand our community of Fin

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. We are always seeking to attract top talent and expand our community of Financial Professionals. Our network of over 4,300 financial profes

Submit written or oral reports of audit results to senior management and audit committees including findings, analysis, conclusions and recommended actions. Prior financial services internal audit consulting or financial services third line internal audit experience. Execute across all phases of ...

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. Our network of over 4,300 financial professionals across the U. After successfully completing PEP, you will be eligible to become a 20th Ed

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. We are always seeking to attract top talent and expand our community of Financial Professionals. Equitable Advisors supports you with biwee

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. We are always seeking to attract top talent

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you wi

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 f...

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 in...

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); Employ

We are seeking a skilled and motivated Quantitative Solutions Senior Consultant, who is looking to develop their career in quantitative and liquidity risk management consulting. As a Senior Consultant, you will have the opportunity to serve financial services clients alongside subject matter expe...

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable

Masterworks is looking for Financial Sales Consultants to do outbound work to potential investors by phone, igniting their interest in investing in art, and scheduling them to speak with one of our Senior Financial Advisors. Our ideal candidate has 1-5 years of sales or advisory experience within...

As a Practice Management Consultant, you will help financial advisors excel in their role as entrepreneurs. Practice Management consultants deliver advanced expertise and drive innovation in their respective areas of specialization. As the Practice Management Consultant, Acquisition & Succession,...

Partner with Society Concierge Consultants to support practice management needs for qualifying advisors. As a Practice Management Consultant, you will help financial advisors excel in their role as entrepreneurs. Practice Management consultants deliver advanced expertise and drive innovation in t...

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,...

As an EPL Claims Professional, you will be responsible for handling a caseload of claims-made, EPL claims, from inception to final disposition. As these claims are often duty-to-defend and in litigation, experience handling litigated EPL cases through resolution and managing defense counsel is re...

Prior financial services internal audit consulting or financial services third line internal audit experience. Financial Crime Independent Testing Senior Consultant. As a Senior Consultant in our Regulatory Compliance Financial Crime practice, you will work with a broad array of professionals who...