Financial consultant jobs in Rockville Centre, NYCreate job alerts

As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network atthe ground floor. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.

Meets with customers or prospects to discuss their financial needs and outline appropriate financial products that meet the financial goals for customers. The financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment ...

Assume a Lead role when facilitate CIB Financial Crimes related regulatory exams, internal audits, Independent Testing & Validation engagements including issue monitoring with the guidance of a supervisor (normally a Senior and/or Lead Business Execution Consultant and/or the team's Manager). Sol...

Our Consultants have a deep understanding of Workday Financials applications.

Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Fidelity’s greatest advantage is o...

As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultant Partner (Woodbury, MN). Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr.

A bachelor’s degree in Accounting, Finance, Economics or Business with 5+ 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 3

Understanding of basic financial principles including experience with project financial budgeting and planning. Must demonstrate strong consultative skills and the ability to work effectively with client and other systems technical staff, consultants, and vendors and all levels of staff.

Business Consultant Solutions & DesignCon Solution & Design - CG08OE. Our selected candidate will be accountable for employing a data driven approach to identify, quantify, design, test, implement, and sustain claim process implementation considering process only, Artificial Intelligence and trad...

Hands-on experience in one or more phases of the software development life cycle (SDLC), including requirements definition, architecture design, configuration, and testing. Knowledge of design patterns, best practices and frameworks such as MVC, Microservices, Event-driven and Layered architectur...

Financial Services Risk Management Consultant. As a Consultant within our dynamic team, you will gain experience in a variety of enriching projects that include the development and deployment of business strategies, product offerings, operating models, structural changes, technological transforma...

Deep understanding of ServiceNow Platform end-to-end delivery processes; advanced functional and technical knowledge of the ServiceNow IRM/GRC best practices. Design and deliver comprehensive training programs for end-users on ServiceNow platform utilization. Certifications in Certified ServiceNo...

Provide support and development expertise for strategic streamlined initiatives such as financial wellness and financial literacy. Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. Demonstrated ability in financial services/retirement service...

Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives. Work seamlessly with local Financial Consultants, plan sponsors, RMs and FCDs to engage a broader subset of plan participants around Plan Level Events. The National Ass...

We are seeking people who love to help customers overcome Financial technology challenges and who feel rewarded by driving high levels of customer satisfaction.The ideal candidate helps people to understand tough concepts, facilitating collaboration on effective solutions.Our focus is on helping ...

Build templated quantitative methodologies for climate financial risk estimation that can be leveraged on climate projects, with a focus on transition risk. Familiar with how transition risks can impact supply chains. ERM is a leading global provider of environmental, health, safety, risk, social...

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you.Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform.Here, you will build long-term, dedicated relationsh...

If you’re serious about advising the leading Wealth and Asset Managers in the market and ready to take on some of our clients’ most complex issues, this role is for you. The salary range for this job in most geographic locations in the US is $128,400 to $235,400. You’ll help our clients enhanc

Financial Consultant - Paramus, NJJob Description: Financial Consultant. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and createplex financial plans, then join a team that is a stable industry leader. We fully support you ...

A successful candidate will participate in the transformation and implementation of a critical batch processing within the Compliance tech org in the bank.The ideal candidate must have strong communication skills.Must have interpersonal skills with a proven track record of interacting with differ...

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. VP, Financial Consultant - Paramus, NJ. Schwab’s branch team is at the heart of our firm’smitment to helping clients own t

Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant. Deloitte Risk and Financial Advisory's Financial Services Industry (FSI) Risk, Data and Regulatory professionals help organizations identify the regulatory changes impacting their business and implement effective and effic...

We are seeking an experienced financial modeler with carbon market experience to join this dynamic area of ERM. The Carbon financial Modeler is a core member of the ERM climate markets team, working closely to support the commercial structuring lead. Proven experience working as a financial model...

Essential Duties & Responsibilities.Performs a combination of duties in accordance with departmental guidelines:.Manages an inventory of highly complex commercial claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company prot...