1007 financial consultant jobs found

Position Title Virtual Financial Consultant Location Work From Home MI, MI 48098 Job Summary The Virtual Financial Consultant is responsible for delivering personalized financial guidance and investment solutions to mass affluent clients with investable assets typically ranging from $50,000 to $250,000. This role exists to grow and deepen client relationships within the mass affluent segment by providing holistic financial planning, recommending suitable investment products, and connecting clients to the broader Flagstar enterprise. The Virtual Financial Consultant operates fully within a remote/virtual model and is accountable for achieving client engagement, satisfaction, and business development outcomes in full compliance with Flagstar Wealth Services' Retail Investment Sales Program and all applicable regulatory requirements. Job Responsibilities: JOB RESPONSIBILITIES Client Engagement & Relationship Management Proactively engages mass affluent...

Position Title Virtual Financial Consultant Location Nationwide, MI 48098 Job Summary The Virtual Financial Consultant is responsible for delivering personalized financial guidance and investment solutions to mass affluent clients with investable assets typically ranging from $50,000 to $250,000. This role exists to grow and deepen client relationships within the mass affluent segment by providing holistic financial planning, recommending suitable investment products, and connecting clients to the broader Flagstar enterprise. The Virtual Financial Consultant operates fully within a remote/virtual model and is accountable for achieving client engagement, satisfaction, and business development outcomes in full compliance with Flagstar Wealth Services' Retail Investment Sales Program and all applicable regulatory requirements. Job Responsibilities: JOB RESPONSIBILITIES Client Engagement & Relationship Management Proactively engages mass affluent...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Finance and Accounting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits...

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...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Finance and Accounting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits...

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 Sr. Financial Consultant to join our growing team in Plano, TX!         Leads and oversees the servicing of financial consulting needs for employee benefit clients.   Utilizes industry knowledge and expertise to retain clients by providing financial, industry trends, and strategic insights guiding clients through impactful benefit changes.  Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist in negotiating renewal proposals and preparing and recommending plan changes and/or alternative funding recommendations.       How You Will Contribute:     Oversight of monthly financial reports...

Job Description: Financial Consultant, EB – Minneapolis, MN We are looking to add a Financial Consultant to join our Employee Benefits team in Dallas, TX . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Provides Financial/Clinical consulting to clients with respect to their employee benefit health and welfare plans; Responsible for presenting financial/clinical data to clients. Runs and Analyzes client monthly financial reporting (MFSR) and presents MFSRs to clients. Provides complex reporting, presenting results to clients. Participates in development of financial reporting enhancements. Assists in development of new CLUE reporting. Takes prominent role in the development and enhancements of new and existing client budget, financial and clinical analysis and tools. Builds and maintains...

About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity.   Job Description Our team is growing, and we are looking for a Financial Consultant in our Employee Benefits department.   In this role, you will:   Directly   assist   Producers/Account Executives in selling to new accounts by   demonstrating   HUB analytics, alternative risk, and cost management   expertise   Advise...

Position Title Financial Consultant Location Naples, FL 34109-2772 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 Garden City, NY 11530 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 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 ....

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   This position requires the ability to work in the Reading, MA office.   Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all...

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 seeking an Accounting Consultant to join the Financial Control team. The Financial Control team within the Corporate Finance Department is comprised of risk management experts who collaborate with business leaders to establish and manage internal controls over financial reporting while educating the company on financial risk. We consult, advise, and provide governance for the control activities of the Company. This role will have broad exposure to the organization and develop a deep understanding of their supported business areas to ensure key business activities, initiatives, and processes are effectively controlled. The ideal candidate is a self-motivated team player with a strong...

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 Financial Analysis Consultant will be a key member of the Claims Finance team, reporting directly to the Director of Claims Finance. This role serves as the primary finance partner for Claims Solutions and other Claims support organizations, providing financial planning, forecasting, expense management, strategic analysis, and decision support to business leaders. The successful candidate will develop deep partnerships across Claims leadership, Workforce Management, and Finance to provide actionable insights on expenses, staffing, operational performance, and business initiatives. This position offers significant exposure to senior leaders and...

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.  Individual contributor responsible for the overall management, business development, analysis and monitoring of a highly complex book of business. Recognized as a technical expert in an underwriting specialty. Under general management direction, works within broad limits of authority on assignments requiring a high degree of technical complexity and coordination. May have regional, industry segment or company-wide scope. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Works on highly complex underwriting risks employing diagnostic and systematic analysis to assess acceptability. Develops...

About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. About this role:   As the Manager of Financial Consulting, you will   be responsible for   leading the financial consulting practice for all HUB Colorado’s Employee Benefits   practice .    The focus is to provide analytics, financial analysis, and return on investment solutions primarily to self-funded and ASO clients.  In addition, you will also...

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...

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...