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Financial management consultant jobs in New York, New YorkCreate job alerts

  • Financial Advisor
    Financial Advisor
    2 months ago
    $75000–$100000 yearly
    Full-time
    Manhattan, New York

    We are seeking an eager, strategic, and definitive candidate to fill an open Financial Advisor Role that offers room for growth and a promising career. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. At our Midtown, Manhattan location, representatives and advisors strive to understand their client's goals and objectives in order to develop comprehensive solutions that will help their clients reach financial success. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision & goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, Licensing & Designations: Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Why Join Northwestern Mutual: • Top 5 US Independent Broker-Dealers, • Unsurpassed financial strength with total company assets of $366 billion, • Fortune 500® company (June 2024), • #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, • Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management, • Forbes' Best Employers for Diversity Perks at a Glance: • Growth & Development - There are various paths within this career and we are devoted to helping each person grow personally, professionally, and financially, • Culture - Be a part of our "work hard, play hard" office culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities., • Benefits - full comprehensive benefits, • Work/life balance Job Responsibilities: • Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience, • Collaborate with our financial planning team, mentors, and specialists to develop tailored solutions and build personalized, holistic financial plans tailored to every client’s unique needs, • Grow relationships with clients to support them through every stage of life, • Lead and maintain a life of continuing education to ensure your clients are getting your best Compensation & Benefits: • 100% Commission - Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years), • Career launch stipend program eligibility, • Commission structure design to support early development, • Bonus Programs and Production Allowance eligibility, • Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP®, • Retirement Package and Pension Plan, • Medical, Dental, Vision, Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning Schedule: • Monday - Friday, • Full-time, On Site Ideal Candidates Have: • 4-year College Degree or higher, • Legal authorization to work in the US without sponsorship, • Residence within (or planning to relocate to) a reasonable commuting distance to NY, NY, 10022, • Values of integrity and honesty, • A pleasant attitude and dependable judgment, • Entrepreneurial ambitions and a strong sense of motivation and drive, • Excellent time-management, communication, and critical thinking skills, • A history of success in relationship-building or client-facing roles, • A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

    No experience
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  • Business Development Manager
    Business Development Manager
    3 days ago
    Part-time
    Hackensack River Waterfront, Jersey City

    Location: Remote / US-based About Us: We are a boutique fractional CFO and outsourced finance firm helping small and medium-sized businesses optimize their financial strategy, reporting, and operations. Our clients benefit from high-level CFO expertise without the full-time cost. Role Overview: We are looking for a motivated Business Development Manager to drive client acquisition on a 100% commission basis. You will be responsible for generating leads, building relationships, and closing new clients. This is a high-reward role for someone with a proven track record in B2B services sales. Key Responsibilities: • Identify and qualify prospective clients (small and medium-sized businesses) that could benefit from fractional CFO services., • Reach decision-makers (CEOs, CFOs, business owners) via cold calls, email outreach, LinkedIn, and referrals., • Present the value of our services and close deals independently., • Maintain a pipeline of leads and track activity using CRM tools., • Provide insights from the market to help refine our offerings. Requirements: • Proven B2B sales experience, ideally in professional services, consulting, or finance., • Comfortable with high-value deals and long sales cycles., • Excellent communication and presentation skills., • Self-motivated, results-driven, and able to work independently., • Familiarity with CRM tools (HubSpot, Salesforce, etc.) is a plus. Compensation: • 100% commission-based. Earn a flat fee equivalent to one month’s service fee per client upon closing., • Potential for repeat commission or bonus for clients retained beyond the initial engagement., • Flexible schedule – you control your pipeline and earning potential. Why Join Us: • Work remotely with a flexible schedule., • High earning potential with no salary cap., • Represent a trusted, high-value service that makes a tangible difference for business owners.

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  • Sales Consultant
    Sales Consultant
    9 days ago
    $18–$21 hourly
    Full-time
    Flushing, Queens

    Pay: $60,000.00 - $85,000.00 per year Job description: About Eazzy Consulting LLC Eazzy Consulting LLC is a growing business financial consulting firm helping small and mid-sized business owners access working capital solutions nationwide. We work with banks, non-bank lenders, and private capital providers to structure customized funding solutions for business expansion, cash flow stabilization, and growth. We are strategic financial consultants dedicated to helping entrepreneurs stabilize operations and grow sustainably. We are expanding our in-office sales team and hiring Business Financial Consultants immediately. What You Will Do Make outbound calls to business owners Follow up on inbound/outbound leads Identify cash flow challenges Set appointments and collect documents Present funding solutions Maintain CRM records Work closely with funding team to close deals This is a high-activity sales role. Minimum expectation: 100 calls per day. Performance Expectations 2,000+ outbound calls per month 3–5 appointments per day 2+ funded deals per month after ramp-up We provide training — but work ethic is required. Qualifications ✔ Bilingual Mandarin or Cantonese required ✔ Strong communication skills ✔ Comfortable speaking on the phone daily ✔ Organized and disciplined ✔ Sales experience preferred (finance experience a plus) ✔ Must work in-office in Flushing Recent graduates with strong work ethic welcome to apply. Ideal Candidate Competitive Coachable Results-driven Comfortable speaking with business owners Comfortable with structured KPI environment Looking to build long-term career in business finance Bilingual in Mandarin or Cantonese (Required) Strong communication and phone skills Based near Flushing, NY (In-office role) Growth Opportunities Top performers may advance to: Senior Consultant Team Leader Sales Manager What Success Looks Like In your first year, you will: Learn small business funding products Develop strong objection-handling skills Build a referral network Close consistent deals Increase your bonus income High performers may grow into senior or leadership roles. How to Apply Qualified candidates will be contacted for a phone screening followed by in-office interview. Hiring Process Step 1: Resume Submission Step 2: Phone Screening Step 3: In-Person Interview (Flushing Office) Step 4: Offer & Onboarding Visa Sponsorship OPT/CPT available for eligible candidates. H1-B sponsorship may be considered based on performance and company needs. Job Type: Full-time Benefits: Employee assistance program Employee discount Financial planning services Paid training Professional development assistance Referral program Application Question(s): Are you fluent in Mandarin or Cantonese? Are you comfortable making 100+ outbound calls per day? Are you willing to work in-office in Flushing, NY? Do you have prior sales experience? What motivates you more: base salary or performance bonus? Are you able to Start the job right away? Work Location: In person

    Immediate start!
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  • Field Sales Representative (Fulfilling Career)
    Field Sales Representative (Fulfilling Career)
    23 days ago
    $4000 monthly
    Full-time
    Manhattan, New York

    ~~~THIS JOB IS A SALARY POSITON +COMMISSION~~~ If you are in love with the restaurant/bar industry but are tired of the stress, working long hours on nights/weekends/holidays, missing time with friends and family and tired of being on your feet - this really is the perfect opportunity. We are a leading finance and technology provider of Point of Sales systems (POS) & Payments. We provide a revolutionary and disruptive POS technology - which has resulted in successfully serving tens of thousands of businesses across the nation. As part of our new initiative we are revamping our New York sales force and looking for candidates with prior restaurant experience. We are looking for candidates with at least 1+ years in restaurant/bars. Restaurant Management/ Restaurant Consultant experience is a plus. Working Knowledge Needed: Front & Back of the House Backoffice Reporting - Financial Overview, Labor, Food/Bev, Server, P-Mix Reports and Mgmt. General Knowledge of Technology Professional Telephone Etiquette Mindset: Must be looking for a Career, not a job. Must be highly motivated, success driven and dedicated. Team Player with a Growth Mindset Ability to relate Restaurant Knowledge & Experiences to POS Client Requirement: 1 year outside sales experience 1 year experience working in a restaurant Compensation: Large Upfront Commissions Bonus Structure Salary: $4,000/mo Commission : • The maximum profitability bonus is $3,000 in commission per merchant location., • 10 month payout and includes a $1,500 up-front payment., • This depends on the accounts profitability. Benefits: • Profit Sharing, • Travel reimbursement Schedule: Monday-Friday Supplemental pay types: • Bonus opportunities, • Commission pay, • Signing bonus

    No experience
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  • Sales Consultant
    Sales Consultant
    2 months ago
    $40000–$75000 yearly
    Full-time
    Forest Hill, Newark

    We are seeking a highly motivated and customer-focused Sales Consultant to join our team at Greg Daniels - State Farm Insurance Agent. In this role, you will play a crucial part in helping individuals and families protect what matters most to them by providing personalized insurance solutions. Key Responsibilities: • Develop leads, schedule appointments, identify customer needs, and market appropriate State Farm products and services., • Establish customer relationships and follow up with customers in a timely manner., • Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, billing clarification, and claims submissions., • Work with the agent to establish and meet marketing goals., • Maintain a strong work ethic with a total commitment to success each and every day. Qualifications: • Proven experience in a sales or customer service environment is highly preferred., • Excellent communication and interpersonal skills., • Ability to multi-task, organize, and prioritize., • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams., • Must be willing to obtain necessary state insurance licenses. Join our team and build a rewarding career with opportunities for professional growth and competitive compensation, including commission potential, in a supportive agency environment.

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