1104 financial consultant jobs found

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Financial Business Advisor (Financial Consultant) – P&C Finance Location: Columbus, OH (Hybrid) or Remote U.S. Function: Finance, Forecasting, Strategic Planning, Insurance Accounting, Reinsurance If you are a finance professional who enjoys solving complex business problems, influencing leaders, and helping shape financial strategy in a changing environment, this role offers a unique opportunity to make an impact across Nationwide’s P&C Finance organization. In this role, you will partner closely with CFO teams, controllership, and other finance stakeholders to deliver financial...

Position Title Financial Consultant Location Sterling Heights, MI 48310 Job Summary The Financial Consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and comfort level with market risk. Job Responsibilities: JOB RESPONSIBILITIES     Meets with   customers or prospects to discuss their financial needs and outline   appropriate financial   products that meet the financial goals for customers.     Build and   maintain   excellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing   plans   and daily support ....

Position Title Financial Consultant Location Sayreville, NJ 08872 Job Summary The Financial Consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and comfort level with market risk. Job Responsibilities: JOB RESPONSIBILITIES     Meets with   customers or prospects to discuss their financial needs and outline   appropriate financial   products that meet the financial goals for customers.     Build and   maintain   excellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing   plans   and daily support ....

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Financial Consultant to join our growing team in Denver, CO!   The Financial Consultant will play a critical role in guiding clients through plan design, funding strategies, and vendor negotiations to deliver cost-effective, high-performing benefit programs. How You Will Contribute:   Build and maintain strong relationships with clients, including executive-level contacts Lead strategic planning discussions to align benefit programs with organizational goals Provide financial and analytical support to producers and attend prospect meetings Conduct detailed financial analysis, budgeting, and benefit modeling Monitor and transition clients between funding arrangements (fully insured, level-funded, ASO) Analyze carrier underwriting guidelines and claims data to inform renewal strategy...

Position Title Financial Consultant Location Little Neck, NY 11362 Job Summary The financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and comfort level with market risk. Pay Range: $35,568.00 - $66,534.00 - $97,500.00 Please note this is a commission-based role. Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Build and maintain excellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support.  Indirect talent management for licensed bank staff and responsible for the following: conduct team...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Financial Consultant to join our growing team!  The Financial Assistant assists Benefit Consultants in servicing the financial consulting needs of the employee benefit clients.  Utilizes technical knowledge to retain clients by providing financial expertise.  Role includes evaluating financial and utilization metrics for clients including but not limited to cost projections, plan design modeling and monthly financial reports as well as assisting with other ad-hoc reports and analysis.  This is a client-facing role that will include some involvement in presentations at client functions and meetings. How You Will Contribute: Proficient to expert level financial/underwriting, renewal and marketing, as well as reporting, including but not limited to financial projections, large claim analysis,...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description The Financial Senior Consultant plays a key role in shaping business strategy by translating complex financial data into clear, compelling insights. This role partners closely with leaders across products, markets, and key initiatives to deliver impactful storytelling, drive informed decision-making, and influence operational and strategic outcomes. You will develop forward-looking financial projections, uncover key performance drivers, and proactively identify risks and opportunities—helping the business stay ahead and take action with...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will support the delivery of AWD/SSC Chorus efforts for our NF Flagship Post Issue Optimization effort.  In this position, you will build intelligent workflow & distribution solutions through business configurable technology that will directly support our sales, new business, and post issue service teams.  These products will help to advance our business goals & strategic objectives through close partnerships with technology and business leaders to support the growth of our...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description The Financial Analysis Senior Consultant serves as a strategic finance partner, translating complex financial data into clear, actionable insights that influence business strategy and operational decisions. This role develops compelling financial storylines, identifies key drivers of performance, and builds forward-looking projections to anticipate risk, unlock growth opportunities, and improve profitability. In this role, the consultant plays a critical advisory function to Sales leadership, leveraging deep analytics and business acumen...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. As a Consultant within Finance Data Governance – Data Integration & Quality (DIQ), the role is responsible for mitigating data risk across Finance through preventive, monitoring, and resolution activities to ensure financial data is accurate, complete, timely, accessible, and protected. This associate will partner closely with the Enterprise Data Office, data stewards, governance committees, and finance business partners to support end-to-end data quality and governance processes, driving both proactive controls and effective issue resolution across the financial data ecosystem....

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This Institutional Investment Consultant will service the territory of Massachusetts, Connecticut, Rhode Island, New Hampshire, and Maine for our Investments Management Group. The role will require the Series 7 & 63 licenses with the 66 strongly preferred. Living within the territory is required. This is a G.99 band role. #LI-COLE Job Description Summary Are you fascinated by the capital markets industry and driven to understand the investment side of the business? We distribute...

MarshBerry is growing! We are seeking a Senior Consultant, Financial Consulting  to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is currently seeking a Senior Consultant, Financial Consulting within our Investment Banking and Consulting Team . The position may be located in one of MarshBerry’s office locations, and will work a hybrid schedule; in-office Monday through Thursday, with the option to work remotely on Friday's. This individual...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. About the role: The Financial Resources Consultant is knowledgeable and experienced with pricing Group Insurance and administrative services across Life, Absence/ Disability, Supplemental Health, Vision and/or Dental products. This position partners with internal teams to develop strategy and ensure that our clients receive the most competitive pricing and programs available in the market. This role adds to SNS’ value proposition by developing financial analysis and recommendations to maximize product offerings and cost savings via an evidence-based approach. Essential Duties and Functions: include the following. Other duties may be assigned. Analyzes various group products, including but not limited to, Life/ AD&D, Absence/ Disability, Supplemental Health, Vision and Dental. Serves as the primary financial expert and...

Cons Fin Analysis - FF07BE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Consultant, Financial Planning & Analysis will be a key member of the Employee Benefits FP&A team within the Office of the CFO, partnering closely with senior finance leaders and business stakeholders to drive insight‑led decision making. This role plays a critical part in translating financial and operational data into actionable insights that support profitable growth, expense efficiency, and long‑term strategic objectives across Employee Benefits. This position is designed for a finance professional who thrives at the intersection of analytics, business partnership, and strategy—someone who moves beyond reporting to shape the...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  CNA is one of the premier providers of professional liability insurance. CNA offers excellent work/life balance opportunities and a strong benefits package. We are currently seeking a Complex Claims Consultant in our Financial Lines Claims team. The individual in this position will primarily focus on high severity D&O and E&O claims under policies issued to Public Companies as well as Financial Institutions such as large depository institutions, insurance companies and investment advisors. The Individual in this position will investigate and maintain complex professional liability claims and work within specific limits of authority on assignments requiring significant technical...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: The purpose of this role is to make, maintain and strengthen relationships with Sun Life Financial Distribution advisors in the Canadian Mandarin speaking market nationally so that the insurance needs of the Client are satisfied. The Insurance Sales Director is responsible for executing a tactical business plan to achieve their regional sales targets with a focus on increasing...

As a Healthcare Financial/Actuarial Consultant you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry. The Role With clear guidance and direction, play an active support role in multiple client teams developing financial analyses, outputs and client deliverables across a regional team. Develop working proficiency of core...

As a Senior Director in our Work, Rewards and Careers (WRC) practice, you will lead and partner with Senior Directors to sell and deliver human capital engagements for Financial Services clients. You will oversee consulting engagements (either directly or through project managers) while serving as a strategic thought partner to senior colleagues in developing customized client solutions. You will also provide coaching and mentorship to junior colleagues.  Our projects range in scope from targeted solutions to broad cross-line-of-business engagements, including M&A transactions support and total rewards strategy and optimization. We support clients across a full range of Work, Rewards and Careers disciplines, including:    Rewards:  Rewards strategy design and optimization  Compensation philosophy design   Competitive compensation market analyses  Annual and long-term incentive program design  Sales incentive program design  Pay...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity About the Team: This team focuses on developing and maintaining Target Operating Models (TOMs) and three-year roadmaps for assigned big rock efforts within the Member Protection portfolio, ensuring alignment with architecture standards and enterprise vision. To produce roadmaps and TOMs, they drive collaboration on design...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The Territory Development Representative is a front-end Nationwide Financial sales role focused on outbound advisor development. The person goes through strong paid training, earns licenses, and then becomes one of the first points of contact for financial professionals. Success comes from high outreach activity, strong discovery skills, and the ability to qualify interest and hand opportunities to the right internal wholesaling team. The best candidates tend to come from inside sales, financial...