financial advisor consultant

Truist

<div>The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)<div>
Please review the following job description:</div>
JOB SUMMARY 
Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
3. Assist clients with trades, requests for information, research, account problems, etc.
4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.
5. Participate in the preparation for and delivery of client presentations and engagements.
6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
2. 4 years professional experience, including 1 year of experience in the securities industry.
3. FINRA Series 7 and 66.
4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.
5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
1. Willingness to pursue additional credentials in the wealth and investment fields.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work</div>

Financial Consultant, Truist Investment Services, Winter Park, FL

EjadTech - إيجاد التقنية

<div>
 
 🔍 We're Hiring: Risk Management Consultant &amp; Business Continuity Consultant
 
 
 📍 Location: Remote| 💼 Employment Type: Full-Time
 
 
 🧭 Experience Required: 8+Years
 
 
 🎓 Preferred Certifications: CBCP, ISO 22301 Lead Implementer, CRMP
 
 
 
 
 
 Are you passionate about safeguarding critical operations and building resilient organizations? The Business Continuity &amp; Risk Management Consultant is responsible for developing and implementing strategies to ensure the continuity of critical operations and minimize operational risks in compliance with Digital Government Authority (DGA) standards and global frameworks such as ISO 22301. The role includes conducting risk assessments, designing emergency response plans, and ensuring regulatory compliance to enhance business resilience and sustainability.
 
 
 
 
 
 🛡️ Key Responsibilities:
 
 
 Develop and implement Business Continuity (BCP) and Disaster Recovery (DR) plans per DGA &amp; ISO 22301
 
 
 Conduct Business Impact Analysis (BIA) to identify mission-critical operations
 
 
 Design crisis response strategies to mitigate operational and financial risks
 
 
 Maintain and update business continuity &amp; risk frameworks based on current regulations
 
 
 Act as a strategic advisor to departments on resilience and risk readiness
 
 
 Lead crisis simulation exercises to validate organizational preparedness
 
 
 Train internal teams on risk management best practices and digital governance
 
 
 Ensure full compliance with DGA regulations and cybersecurity standards
 
 
 Analyze operational, financial, and technological risks and develop response plans
 
 
 Report on risk assessments and business continuity readiness to senior management
 
 
 
 
 
 ✅ Qualifications &amp; Requirements:
 
 
 Bachelor's degree in IT, Business Administration, Cybersecurity, or a related field
 
 
 8+ years of proven experience in business continuity and risk management
 
 
 Deep knowledge of DGA regulations, ISO standards, and BCM compliance frameworks
 
 
 Certifications such as CBCP, ISO 22301 Lead Implementer, or CRMP are preferred
 
 
 Experience in conducting BIA and risk assessments in complex environments
 
 
 Strong analytical and strategic decision-making abilities
 
 
 Ability to remain composed and lead under pressure
 
 
 Excellent communication, consulting, and training delivery skills
 
</div>

Risk Management Consultant & Business Continuity Consultant

Avensys Consulting

<div>
 
 Avensys is a reputed global IT professional services company headquartered in Singapore. Our service spectrum includes enterprise solution consulting, business intelligence, business process automation and managed services. Given our decade of success, we have evolved to become one of the top trusted providers in Singapore and service a client base across banking and financial services, insurance, information technology, healthcare, retail and supply chain.
 
 
 
 
 
 
 
 
 We are currently looking to hire a
 
 Legal Advisor
 
 
 
 
 Location: Riyadh
 
 ,
 
 Saudi Arabia
 
 
 
 
 
 
 
 Experience:
 
 Minimum 5 years in a similar role
 
 
 
 Preferred Industry:
 
 Construction or Real Estate
 
 
 
 
 
 
 Job Overview:
 
 
 
 We are seeking an experienced
 
 Legal Advisor
 
 to provide legal guidance and support across all company operations, ensuring compliance with local laws and regulations. The ideal candidate will have a experience, working with corporate entities with the ability to draft, review, and negotiate contracts and manage legal risks effectively.
 
 
 
 
 
 
 
 
 
 Key Responsibilities:
 
 
 <ul>
 <li>
 Provide legal advice and support on a wide range of matters related to company operations, contracts, and regulatory compliance.
 </li>
 <li>
 Draft, review, and negotiate commercial agreements, lease contracts, and construction-related contracts.
 </li>
 <li>
 Ensure compliance with Saudi laws and regulations, particularly those relevant to the real estate and construction sectors.
 </li>
 <li>
 Handle legal documentation related to property acquisitions, sales, and project development.
 </li>
 <li>
 Represent the company in legal proceedings, arbitrations, or negotiations when necessary.
 </li>
 <li>
 Liaise with external law firms, government authorities, and stakeholders on legal matters.
 </li>
 <li>
 Assess potential legal risks and provide solutions to mitigate them.
 </li>
 <li>
 Stay updated with changes in laws, regulations, and industry standards affecting the company&rsquo;s business.
 </li>
 </ul>
 
 
 
 
 
 
 
 
 Qualifications &amp; Requirements:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Law
 </li>
 <li>
 Minimum
 
 5 years of proven experience
 
 as a Legal Advisor or Legal Counsel, preferably in the
 
 construction or real estate
 
 industry.
 </li>
 <li>
 Strong knowledge of
 
 Saudi commercial, labor, and real estate laws
 
 .
 </li>
 <li>
 Excellent contract drafting and negotiation skills.
 </li>
 </ul>
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 WHAT&rsquo;S ON OFFER
 
 
 
 You will be remunerated with an excellent base salary and entitled to attractive company benefits. Additionally, you will get the opportunity to enjoy a fun and collaborative work environment, alongside a strong career progression.
 
 
 
 To submit your application, please apply online or email your UPDATED CV in Microsoft Word format to Ahsan@aven-sys.com
 
 . Your interest will be treated with strict confidentiality.
 
 
 
 
 
 CONSULTANT DETAILS
 
 
 Consultant Name: Ahsan
 
 
 Avensys Consulting Pte Ltd
 
 
 EA Licence 12C5759
 
 
 
 
 
 Privacy Statement: Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and Avensys' personal information and privacy policy.
 
 
 
</div>

Corporate Legal Counsel

AlphaBOLD

<div><h2 class="jobSectionHeader">JOB SUMMARY</h2>

AlphaBOLD is seeking an experienced NetSuite Functional Consultant with 5+ years of hands-on experience in NetSuite ERP implementations, enhancements, and support. The ideal candidate will work closely with business stakeholders to gather requirements, design functional solutions, and ensure successful delivery of NetSuite projects in a hybrid working environment.
<h2 class="jobSectionHeader">
KEY RESPONSIBILITIES</h2>
<ul><li>Lead and support end-to-end NetSuite ERP implementations, upgrades, and enhancements</li>
<li>Gather, analyze, and document business requirements and translate them into functional specifications</li>
<li>Configure NetSuite modules including Financials (GL, AP, AR, Fixed Assets), Order to Cash, Procure to Pay, Inventory, and CRM</li>
<li>Conduct fit-gap analysis and propose optimal NetSuite solutions aligned with business needs</li>
<li>Collaborate with technical consultants/developers on SuiteScript, workflows, and integrations</li>
<li>Design and execute UAT (User Acceptance Testing), resolve defects, and support go-live activities</li>
<li>Provide post-implementation support, troubleshooting, and continuous improvement recommendations</li>
<li>Prepare functional documentation, process flows, training materials, and conduct end-user training</li>
<li>Act as a trusted advisor to stakeholders, ensuring best practices and NetSuite standards are followed</li>
</ul><h2 class="jobSectionHeader">REQUIRED SKILLS &amp; QUALIFICATIONS</h2>
<ul><li>5+ years of experience as a NetSuite Functional Consultant</li>
<li>Strong understanding of NetSuite ERP architecture and core modules</li>
<li>Experience in multiple NetSuite implementations (end-to-end preferred)</li>
<li>Solid knowledge of accounting principles and business processes</li>
<li>Experience working with integrations (REST/SOAP, third-party systems)</li>
<li>Ability to work in a hybrid model, collaborating with cross-functional and remote teams</li>
<li>Excellent communication, documentation, and stakeholder management skills</li>
</ul><h3 class="jobSectionHeader">Preferred Qualifications</h3>
<ul><li>NetSuite certifications (e.g., NetSuite SuiteFoundation, Financial User, ERP Consultant)</li>
<li>Experience in industries such as Manufacturing, Retail, E-commerce, or Services</li>
<li>Exposure to SuiteAnalytics, Saved Searches, and Reports</li>
<li>Basic understanding of SuiteScript and NetSuite workflows</li>
</ul><h3 class="jobSectionHeader">What We Offer:</h3>
<ul><li>Competitive salary with USD pegging</li>
<li>Internet and gym reimbursements</li>
<li>Company-sponsored lunch and wellness benefits</li>
<li>Medical coverage including outpatient and inpatient</li>
<li>Paid vacations and holidays</li>
<li>Provident fund, career growth support, and learning opportunities</li>
<li>Collaborative and productive work environment with a focus on employee well-being</li></ul></div>

NetSuite Functional Consultant

Deloitte

<div>
 
 Summary
 
 
 
 
 Position Summary
 
 
 
 
 National Office &ndash; Analyst/ Consultant, Engagement Financial Advisor (EFA Analyst)
 
 
 
 
 Engagement Financial Advisors:
 
 
 
 Deloitte's Engagement Financial Advisor team is comprised of professionals specializing in project and account operations serving as a focal point for aspects of engagement, program, and account management control. Engagement Financial Advisors provide engagement management knowledge for the entire project management team(s) by assisting with initiating and controlling organization and logistical aspects of projects. Their greatest value, however, is in the understanding and application of engagement business and financial processes, both to individual projects and to client accounts.
 
 
 
 Work you&rsquo;ll do
 
 
 
 As an Analyst, Engagement Financial Advisor (EFA), you will assist project leadership in managing revenue and margins by emphasizing cost of delivery that affects overall engagement profitability. In addition, you will:
 
 
 <ul>
 <li>
 Maintain compliance with clients&rsquo; policies, perform internal financial analysis including budgeting, forecasting, and cost variance analysis, and help manage projects&rsquo; billing and receivables process.
 </li>
 <li>
 Monitor project performance and determine improvement areas by developing key performance indicators and frequently communicate with the project team, finance department, and other project stakeholders to keep projects on track and within the scope of cost.
 </li>
 <li>
 Team and collaborate with other EFAs across the practice, including our practitioners in USA.
 
 
 </li>
 </ul>
 As a Consultant, Engagement Financial Advisor (EFA), you will be responsible for supporting one or more engagement teams through successful management of the financial analysis and reconciliation processes and the implementation of engagement management controls. In addition, in this role you will:
 
 
 <ul>
 <li>
 Be responsible for supporting one or more project/engagement teams through successful management of the financial analysis and reconciliation process and the implementation of project management control
 </li>
 <li>
 Prepare budgets and forecasts to project and track financial metrics such as revenue, expense, etc.
 </li>
 <li>
 Interact periodically with senior level internal, and sometimes external, clients to present various analyses, discuss recommendations and provide project financial advice
 </li>
 <li>
 Track expenditures and perform the client bill and receivable collection functions
 </li>
 <li>
 Perform and manage project management office (PMO) functional tasks and perform day-to-day contract management activities
 </li>
 <li>
 Understand and utilize standard processes for project management, quality management, and risk management
 </li>
 <li>
 Contribute to the growth and development of the overall EFA team through active involvement in one or more practice initiatives
 
 
 </li>
 </ul>
 
 Job location
 
 &ndash;Hyderabad (4 days WFO- for first six of months of joining; following 7th month 2-3 days in office)
 
 
 
 Standard Office timing
 
 &ndash; 2PM to 11PM
 
 
 
 The Team
 
 
 
 Our Engagement Financial Advisor team, part of Deloitte Services LLP, helps clients define what they need and how it can be delivered. We work with clients to define their projects&rsquo; scope in as much detail as possible using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for projects&rsquo; phases and activities, people, materials, hardware, and software and produce the best- and worst-case estimates using leading-edge project and client management software to keep clients&rsquo; projects on track and on cost.
 
 
 
 Qualifications
 
 
 
 
 Required:
 
 
 
 <ul>
 <li>
 2 - 7 years of experience
 </li>
 <li>
 B.A. / B.S. majoring in Accounting, Finance, Economics, or Business Management
 </li>
 <li>
 Proficiency with the entire Microsoft Office Suite, including intermediate to advanced Excel and PowerPoint skills
 </li>
 <li>
 Solid understanding of fundamental accounting and finance principles
 </li>
 <li>
 Strong oral and written communication skills, including excellent presentation skills
 </li>
 <li>
 Ability to work effectively, both independently and as a member of a team
 </li>
 <li>
 Attention to detail and ability to handle multiple tasks in a fast-paced environment
 </li>
 <li>
 Ability to "think outside the box" while identifying problems and developing creative solutions
 
 
 </li>
 </ul>
 
 Preferred:
 
 
 
 <ul>
 <li>
 Experience working in a financial analysis role
 </li>
 <li>
 Experience with MS Access and MS Project applications
 </li>
 <li>
 Post Graduate degree
 
 
 </li>
 </ul>
 Lifestyle/Travel Guidelines:
 
 
 <ul>
 <li>
 Engagement Financial Advisors work at a minimum of 45 hours per week, and can often work in excess of that depending on need.
 </li>
 <li>
 At Deloitte, we have adopted a Hybrid Working Model. We expect that the majority of our professionals will reside within a commutable distance of their assigned office location in order to leverage the office facilities for project meetings, coaching and training sessions, collaboration or working from the office, when necessary.
 </li>
 <li>
 All candidates must be willing and able to travel as needed for their clients, however, depending on staffing needs, most positions are in-office-based with limited travel required.
 
 
 </li>
 </ul>
 
 How You&rsquo;ll Grow
 
 
 
 At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there&rsquo;s always room to learn. We offer opportunities to help sharpen skills, work with industry-leading talent on a daily basis, in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career, while delivering products and services to Fortune 500 clients. Explore Deloitte University, The Leadership Center.
 
 
 
 Benefits
 
 
 
 At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.
 
 
 
 Deloitte&rsquo;s culture
 
 
 
 Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture that is inclusive, invites authenticity, leverages our diversity, and where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte.
 
 
 
 Corporate citizenship
 
 
 
 Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte&rsquo;s impact on the world.
 
 
 #EAG-Finance
 
 
 
 Our purpose
 
 
 
 Deloitte&rsquo;s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
 
 
 
 Our people and culture
 
 
 
 Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.
 
 
 
 Professional development
 
 
 
 At Deloitte, professionals have the opportunity to work with some of the best and discover what works best for them. Here, we prioritize professional growth, offering diverse learning and networking opportunities to help accelerate careers and enhance leadership skills. Our state-of-the-art DU: The Leadership Center in India, located in Hyderabad, represents a tangible symbol of our commitment to the holistic growth and development of our people. Explore DU: The Leadership Center in India .
 
 
 
 Benefits To Help You Thrive
 
 
 
 At Deloitte, we know that great people make a great organization. Our comprehensive rewards program helps us deliver a distinctly Deloitte experience that helps that empowers our professionals to thrive mentally, physically, and financially&mdash;and live their purpose. To support our professionals and their loved ones, we offer a broad range of benefits. Eligibility requirements may be based on role, tenure, type of employment and/ or other criteria. Learn more about what working at Deloitte can mean for you.
 
 
 
 Recruiting tips
 
 
 
 From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.
 
 
 Requisition code: 300657
</div>

Analyst/ Consultant- Engagement Financial Advisor

Shiv Software

<div>
 
 
 Position: Associate Advisor
 
 
 
 
 Location: New City, NY
 
 
 
 
 
 
 Seeking a motivated and detail-oriented Associate Advisor to join our growing wealth management team in New City, NY.
 
 
 
 
 
 As an Associate Advisor, you will play a key role in supporting the primary advisor in delivering an exceptional client experience. This role is ideal for someone who is organized, tech-savvy, eager to learn, and passionate about financial planning.
 
 
 
 
 
 
 Responsibilities
 
 
 
 
 Client Service &amp; Meeting Support
 
 
 <ul>
 <li>
 Assist the lead advisor with ongoing client relationship management.
 </li>
 <li>
 Prepare meeting agendas, financial reports, and follow-up summaries.
 </li>
 <li>
 Handle routine client service requests (beneficiary updates, distributions, address changes, forms, etc.).
 </li>
 <li>
 Maintain accurate and compliant client records in CRM and financial planning software.
 </li>
 </ul>
 
 
 Financial Planning &amp; Investment Support
 
 
 <ul>
 <li>
 Help gather and analyze client data to build financial plans.
 </li>
 <li>
 Draft initial plan scenarios, cash-flow projections, and retirement analyses.
 </li>
 <li>
 Support portfolio management tasks such as allocation reviews, account monitoring, and trade preparation (as permitted).
 </li>
 </ul>
 
 
 Operational &amp; Administrative Support
 
 
 <ul>
 <li>
 Coordinate account openings, transfers, and custodian paperwork.
 </li>
 <li>
 Track tasks, follow-ups, and outstanding client items to ensure nothing falls through the cracks.
 </li>
 <li>
 Maintain excellent communication with clients through email and phone
 
 .
 
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 Previous experience in financial services or wealth management strongly preferred.
 </li>
 <li>
 High attention to detail and strong organizational skills.
 </li>
 <li>
 Excellent communication skills (written and verbal).
 </li>
 <li>
 Ability to work in a fast-paced, client-focused environment.
 </li>
 <li>
 Proficiency with financial planning tools, CRM systems, or custodial platforms is a plus.
 </li>
 <li>
 Interest in pursuing CFP&reg;, Series 65, or other industry licenses is a bonus.
 </li>
 </ul>
 
 
</div>

Associate Advisor

Concentrix

<div>
 
 🚀
 
 We&rsquo;re Hiring &ndash; Banking Customer Service Advisor (Banking Account)
 
 🚀
 
 
 We&rsquo;re looking for motivated phone banking Advisors to work for the biggest bank in the world.
 
 
 
 
 Job Title: Phone Banking Advisor.
 
 
 
 
 Job Benefits:
 
 
 22,000 EGP Gross monthly salary
 
 
 Chance to get promoted after 6 months.
 
 
 Transportation is provided all over Cairo.
 
 
 Inbound and outbound calls
 
 
 Free Courses.
 
 
 Location, 6th of October City.
 
 
 
 
 Job Responsibilities:
 
 
 
 
 A banking advisor is the primary point of contact for clients seeking advice on their banking needs
 
 
 Banking advisors also conduct risk assessments, review credit histories, and analyze clients' financial circumstances.
 
 
 A banking advisor's responsibility extends to creating personalized financial solutions for their clients.
 
 
 A banking advisor finds employment in a variety of work environments. Below is a list of possible workplaces for a banking advisor.
 
 
 
 
 Job Requirements:
 
 
 
 
 Excellent in English
 
 
 Having experience of 6 months in Customer Support
 
 
 Graduates from any major
 
 
 Flexibility with night and overnight shifts
 
 
 
</div>

Customer Advisor

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