Financial consultant jobs in Yonkers, NYCreate job alerts

A Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. Understand and adhere to all applicable bank policies an...

A Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

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, pursuing financial security and living a full and balanced life. In addition to federal law requirements, The IM...

New Financial Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income potential. As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at ke...

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. We fully support you with an open architecture product platform and top resources in the f...

Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. The business development consultant will be a key contributor to the growth of our employee benefit practice. In addit...

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 ...

The business development consultant will be a key contributor to the growth of our employee benefit practice.

Advise and provide clients with strategic recommendations on Financial Services Risk Management issues facing the financial services sector, focusing on the identification, measurement, and management of Market Risk and Counterparty Credit Risk. Relevant experience in the financial services indus...

Our cross-functional Financial Services industry group comprises more than 2,500 partners, managers, and staff and provides a broad spectrum of services to address the operational, technological, regulatory, and risk management challenges faced by financial services clients across sectors, includ...

In addition to delivering Workday Success Plans services, our Workday professionals will also deliver other Customer Enablement services, such as:. The Workday Success Plans team works directly with customers through targeted micro consulting engagements to help solve their business needs using t...

Part Time Accounting & Finance Consultant. All levels encouraged to apply; high- level consultants seeking work or recent grads looking to expand their knowledge!.

Experience with data integration between Workday Adaptive Planning and Workday Financials and/or other financial systems. The Workday Success Plans team works directly with customers through targeted micro-consulting engagements to help solve their business needs using the Workday application. Co...

CFS is working with a prominent, non-profit agency who is looking for someone to join their fiscal team and support their financial systems.

We have a national and global footprint with a significant portfolio of financial services clients spanning banking, insurance, global markets, asset and wealth management, and payments. Our clients range from the largest, premier global banks, insurers, and financial institutions to super-region...

At Synergy Financial we believein the power of financial education and creating generationalwealth. IndustryType(s): Independent Consulting and FinancialServices. As astatelicensed insurance broker you will have the chance to helpfamilies with various financial services including 401K rolloversan...

A collaborative environment where everyone works together to create a better working world.Excellent training and development prospects, both through established programs and on-the-job training.An excellent team of senior colleagues, dedicated to managing and varying your workload.As a global le...

Prudential Annuities, a division within Prudential’s Individual Retirement Strategies Group, is currently seeking a sales professional to join its growing team as an Inbound Sales Consultant. Receive immediate training, as well as ongoing coaching and mentoring from experienced members of the sal...

Client Relationship Consultant. In addition, individuals in this role will be seen as industry experts and consultants in group benefits in general. Together, we're envisioning a more purpose-led future for financial services - and that starts with you.

Technology Consulting, Non-Financial Services, Senior Consultant – ServiceNow: This position could be located in NY, NJ, NC, GA, IL, PA, MA. You’ll get to work on cutting-edge, disruptive technologies and assist with building and implementing new technology solutions and products to address chal

Senior Consultants in Technology Audit & Advisory work with clients to assess, identify risk, advise, and consult on different technology related topics, including:. As a Senior Consultant, you will be a mentor, trainer, and coach to Interns and Consultants as youfacilitate the successful complet...

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 - Mount Kisco, NY. Schwab’s branch team is at the heart of our firm’smitment to helping clients o

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 ...

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 efficient processes to manage regulatory, capital, liquidity and interest rate r...