928 financial consultant jobs found

Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   Location Details: Remote Position Schedule / Shift: Monday – Friday, 8am – 5pm Position Summary: Provides expert financial advice, guidance and counsel supporting business objectives and decisions.  Researches, evaluates and interprets financial data using advanced and emerging financial techniques and tools.  Responsible for providing consulting services to internal customers through participation on projects or corporate initiatives.  Acts as the primary liaison with assigned business project teams to ensure successful achievement of project objectives and goals.  Develops, designs, tests and documents system changes or upgrades.  Coordinates with various departments in preparation for services provided by external organizations (i.e. bench marking, exams, audits, etc). Leads, facilitates and monitors the financial segment of large complex projects/and department...

Job Description: We are looking to add a Financial Consultant to join our EB team in Minneapolis, MN . 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: Runs and analyzes client monthly financial reporting (MFSR) and presents MFSRs to clients. Provides intermediate-level financial reporting and presents results to clients. Works independently and/or under senior team member's guidance to assist with client budget modeling as needed. Recommends basic strategic and tactical initiatives based upon clinical and financial data. Analyzes IBNR results with senior team member oversight. Attends client meetings with occasional day and overnight travel required. Articulates how emerging market conditions impact client health and welfare plans from a cost and clinical perspective. Articulates employee benefit...

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...

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 ....

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...

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...

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 Health Financial Senior Consultant to join our growing team in Minneapolis, MN !  The Health Financial Senior Consultant 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...

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...

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 Technology Finance team plays a critical role in helping one of the company's largest and most strategic investment areas make informed business decisions. As a Financial Analysis Consultant , you will partner directly with Technology leaders and Finance partners to provide financial transparency, enhance forecasting accuracy, and generate insights that improve decision-making across technology investments. This role goes beyond traditional reporting and variance analysis. You will help connect technology activity and financial outcomes through financial modeling, analytics, and business partnership. You will also play an active role in...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Retirement Plan Consultant will assist in managing the strategic planning, consulting, guidance, marketing, investment analysis and servicing of the assigned book of retirement business. This role will help to build the retirement consultant book of business....

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...

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...

Forensic Accountant Specialist - CG07EE 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 Forensic Accounting Specialist will be responsible for providing financial consultant services to Commercial Property adjusters to enhance outcomes of business income and extra expense claims while aligning resources to help drive overall quality through the Claims Excellence program. Key responsibilities include:   Lead forensic evaluation / analysis of certain time element, employee theft, and inventory claim Become directly involved with the review of certain large, catastrophic business income losses overseen at the Home Office level Work in consort with functional property consultants Develop procedures to drive a desirable...

SUMMARY The Chief Financial Officer (CFO) directs all aspects of the accounting and financial activities of the company, providing leadership and coordination in business planning, accounting, budgeting and other tasks necessary to achieve the company’s strategic plan. ESSENTIAL DUTIES AND RESPONSIBILITIES Departmental Responsibility . Supervises and coordinates the work of the following disciplines: Accounting, Risk Management and Investments. Establishes and implements departmental goals, objectives, policies and procedures. Ensures that employees are properly trained and supervised and provides for appropriate succession management. Financial Records and Analysis . Responsible for ensuring accurate financial records are maintained and that financial statements, financial reports and financial analyses are prepared and performed on a timely basis. Analyzes key financial metrics to identify key trends in the business, including opportunities to improve the financial...

Position Title Wealth Services Sales Support & Service Specialist   Location Sun City, AZ 85351-1075   Job Summary The Wealth Sales Support & Service Specialist is a sales support and service role that will be responsible for providing administrative support to one or more Financial Consultants (FC). This individual will report directly to the Sales Support & Service Leader of the Investment & Insurance Division. Administrative support will include working with assigned FC(s) to work with their book of business to set appointments for account reviews, interacting directly with clients on service inquiries, processing transactions related to client accounts, and preparing financial reports to track team(s) progress to goal. This position requires independent thinking, professional communication skills, organizational skills and the ability to help the FC coach/mentor licensed and non-licensed bankers.   Job Responsibilities: JOB RESPONSIBILITIES...

Position Title Wealth Services Sales Support & Service Specialist   Location Bellerose, NY 11426   Job Summary The Wealth Sales Support & Service Specialist is a sales support and service role that will be responsible for providing administrative support to one or more Financial Consultants (FC). This individual will report directly to the Sales Support & Service Leader of the Investment & Insurance Division. Administrative support will include working with assigned FC(s) to work with their book of business to set appointments for account reviews, interacting directly with clients on service inquiries, processing transactions related to client accounts, and preparing financial reports to track team(s) progress to goal. This position requires independent thinking, professional communication skills, organizational skills and the ability to help the FC coach/mentor licensed and non-licensed bankers.   Job Responsibilities: JOB RESPONSIBILITIES...

Position Title Wealth Sales Support & Service Specialist   Location Bellerose, NY 11426   Job Summary The Wealth Sales Support & Service Specialist is a sales support and service role that will be responsible for providing administrative support to one or more Financial Consultants (FC). This individual will report directly to the Sales Support & Service Leader of the Investment & Insurance Division. Administrative support will include working with assigned FC(s) to work with their book of business to set appointments for account reviews, interacting directly with clients on service inquiries, processing transactions related to client accounts, and preparing financial reports to track team(s) progress to goal. This position requires independent thinking, professional communication skills, organizational skills and the ability to help the FC coach/mentor licensed and non-licensed bankers.   Job Responsibilities: JOB RESPONSIBILITIES Identifying,...

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 Health Actuarial Senior Consultant to join our growing team!  The Health Actuarial Senior Consultant 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,...