20 Best Financial Consultant jobs (Hiring Now!)

Financial Consultant
U.S. Eagle Federal Credit Union —Santa Fe, NM
Make appropriate follow-up calls to members to ensure member satisfaction. Process routine and complex transactions in accordance with established credit union…
$23.60 an hour
Electrician - Tamworth, NH
Sprague Resources GP LLC —Tamworth, NH
The Electrical Technician performs work of high skill in the inspection repair, testing, calibration, installation and removal of all electronic and electrical…
Estimated: $39.7K - $50.2K a year
Quick Apply
Financial Advisor
Northwestern Mutual- Oswego/Watertown —Oswego, NY
Support for continuing education, e.g. Insurance license, Series 6 or 7 and Series 63 or 66 CFP®, ChFC®, RICP®. Bonus programs and expense allowances.
$71,191.75 - $90,736.30 a year
Quick Apply
Senior Financial Advisor
Bison Financial Group —Lafayette, IN
The position requires a series 7, 66 securities license and insurance license. The position is salary plus bonus/commission.
$70,000 - $100,000 a year
Quick Apply
Trust Officer, Full-Time Geneva, NE
Heartland Bank —Geneva, NE
Bachelor's degree in accounting or related field required; CPA preferred. In this role, you will take all the steps necessary to administer trust relationships…
Estimated: $55.7K - $70.5K a year
Quick Apply
9d
Trust Officer
PremierBank —Fort Atkinson, WI
Current driver’s license and a vehicle with appropriate insurance coverage for occasional travel. Under the direction of the VP/Director of Wealth Management,…
Estimated: $59.5K - $75.4K a year
Quick Apply
Associate Advisor - Hanover, PA
Savant Wealth Management —Hanover, PA
Must obtain a Series 65 license within three (3) months of starting the program. Bachelors Degree from an accredited college or university in the areas of…
Estimated: $54.5K - $69K a year
Financial Services Consultant
DT Financial —Remote
Role consists of helping a wide range of clientele with full fledged financial planning and consulting.
$55,427.24 - $220,000.00 a year
Quick Apply
3d
Financial Advisor - Service Advisor
Retirement Income Solutions LLC —Murfreesboro, TN
Bachelor's degree in finance, business, or a related field - preferred. Strong knowledge of asset management, tax planning, cash management, and financial…
From $60,000 a year
Quick Apply
Financial Consultant
AO Mutuals Inc. —Remote
The ideal candidate will be utilizing many aspects of the financial industry: Wealth Management, Retirement Planning, Tax Deductions, College Funding, Wealth…
$40,000 - $120,000 a year
Quick Apply
12h
Financial Counselor
Cibola General Hospital —Grants, NM
Skill in answering a telephone in a pleasant and helpful manner. 19.Assists with the maintenance of self pay accounts, initiates collection procedures when…
Estimated: $31.8K - $40.3K a year
Quick Apply
10d
Financial Consultant
Shield Guard —Remote
Willing to obtain a state license if you do not have one yet. You create your own beside weekly trainings. Comprehensive Planning Analysis tools, brokerage and…
Estimated: $70.3K - $89K a year
Quick Apply
Financial Consultant
Light Fund —Remote
*\*\*\*\*Optional: Series Licenses, Life, Health or Accident licenses, Finra license, CFP*. Able to complete licensing requirements within 30-60 days.
$30,000 - $125,000 a year
Quick Apply
3d
Financial Planner
PROSTATIS GROUP LLC —Hanover, MD
Primary responsibilities will include creating the financial plan and assisting in the implementation. High volume financial planning practice with 6 offices in…
$75,000 - $125,000 a year
Quick Apply
Financial Consultant
TF Research —Remote
Perform cash flow analysis to optimize liquidity and ensure financial stability. \*\*Responsibilities:\*\* - Conduct analysis to track financial performance and…
Estimated: $90.4K - $115K a year
Quick Apply
8d
Senior Financial Consultant
Veear Projects Inc. —California
Demonstrated success in developing and applying finance concepts, practices and procedures. Cash flow analysis: 5 years (Required).
$85 - $95 an hour
Quick Apply
3d
Financial Representative (Training Provided)
Northwestern Mutual - St. Louis —Columbia, MO
Ideal candidates have a bachelor's degree from a four-year college or university and have strong interpersonal skills, grit and determination.
$76,000 - $176,000 a year
Quick Apply
Family Medicine, Internal Medicine and Med Peds
Chelmsford Family Practice —North Chelmsford, MA
Opportunities for teaching with Tufts or UMass, opportunities to engage in physician leadership and innovative practice models such as integrated behavioral…
Estimated: $166K - $211K a year
Quick Apply
Financial Solutions Advisor - Consumer Investments - Fountain Hills Financial Center
Bank of America —Fountain Hills, AZ
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to…
Estimated: $63.2K - $80K a year
10d
Financial Planning Consultant
Openmind Technologies —Remote
You will roll up your sleeves and drive annual operating plans, quarterly, monthly, and weekly financial forecasts, and ongoing analysis of actuals versus plan…
Up to $110 an hour
Quick Apply
14h

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Financial Consultant

U.S. Eagle Federal Credit Union - Santa Fe, NM

Apply Now

Job Details

Full-time $23.60 an hour

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Sales
Windows
High school diploma or GED
Financial services
Fraud prevention and detection
Lending
1 year
Banking

Full Job Description

U.S. Eagle Federal Credit Union is a local not-for-profit, very for-people place. We are a place that quietly does the right thing in a world that can't stop talking about doing just that. At U.S. Eagle, you can make a big impact and help us create a world where people matter more than profit.

We are hiring multiple full-time positions and are looking for candidates that can work a flexible/variable schedule Monday through Friday.

Starting pay $23.60 with a potential for a higher starting wage based on experience.

We value our employees and offer generous benefits as a way of thanking our staff for their hard work and dedication to our members and our community.

Medical, dental and vision insurance is available the first of the month following date of hire.
Company paid basic life, short-term disability and long-term disability insurance.
401(k) retirement benefit that includes a company contribution and match.
PTO Accrual (15 days off in the first year of employment).
Paid federal holidays and paid birthday day off.

These are just a few of the great benefits our employees enjoy! For more detailed information please visit our Career Opportunities page and click the Benefits tab.

Essential Functions & Responsibilities:

Personally greet each member as they enter the branch with an appropriate "Good Morning or Afternoon" and thanking them for coming in as they exit the branch, referring to them by name as often as possible. Must ask members to remove hats and sunglasses as they enter the building.
Make appropriate follow-up calls to members to ensure member satisfaction. Offer additional products and services that meet their needs.
Answer and resolve member inquiries and conduct research on member accounts as required or requested. Serve as a backup to the Member Representative.
Maintain in-depth knowledge of and comply with all department and security policies, procedures and federal regulations, including BSA requirements.
Encourage and educate members to use self-service conveniences including but not limited to Mobile Banking, Mobile Remote Capture, ATMs and on-line banking to enhance their service experience.
Process routine and complex transactions in accordance with established credit union procedures and performance standards. Open new share accounts, interview members requesting consumer loans and credit cards. Explain loan procedures, obtain necessary documentation, complete applications and route to the underwriting team.
Establish new credit union relationships by utilizing a needs-based approach to provide products and services appropriate for the member's financial needs. Provide guidance to assist members to reach their long-term financial goals.
Demonstrate a high-level of courtesy and efficiency while continuously exceeding service expectations. Achieve all team and individual sales and service goals.
Possess a high-level understanding of NADA reports, loan-to-value, GAP coverage, Mechanical Breakdown coverage, Credit Life and Disability coverage and simple interest calculations.
Understand and explain NCUA share insurance, basic regulatory rules and compliance issues to members. Open and have knowledge of Fiduciary accounts and fraud/forgery procedures. Redeem U.S. Savings Bonds. Provide Notary services and assist members with all IRA requests.
Provide informed, friendly, professional, personal and accurate service and support to all members and associates. Resolve any discrepancies in a timely manner.
Other duties as assigned.

Experience: One year to three years of similar or related experience.

Education: A high school education or GED.

Other Skills:

Excellent written and verbal, analytical and problem-solving skills
Proficient in Windows environment and Microsoft productivity software.
Excellent member service and sales skills
Knowledgeable of financial service products and lending policies and procedures.
Possess working knowledge and understanding of cross-selling techniques.
The ability to accurately evaluate credit bureau reports and notate cross-sell opportunities.
Must be able to work accurately and efficiently under pressure and in a fast-paced environment.
Must be Bondable.
The ability to meet established sales and service goals as required.
Be available to work various hours and locations as needed.

Apply Now

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