financial consultant

Charles Schwab

<div><div>Virginia Beach, VA
</div>Requisition ID 2026-124633 Category Retail Branch Position type Regular Pay range USD $70,000.00 - $110,000.00 / Year Application deadline 2026-08-14</div>
 <div><div><div><h2 class="jobSectionHeader">Your opportunity</h2><div> 
Schwab&rsquo;s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you&rsquo;ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals&mdash;serving as a trusted partner who guides clients through life&rsquo;s financial decisions with clarity and empathy.</div><div></div><div>
Why you&rsquo;re set up for success</div><div>
You&rsquo;ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve.</div><ul><li>
Schwab Training and Development
</li></ul>To set you up for success, you&rsquo;ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You&rsquo;ll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals.
<ul><li>Career Pathing</li></ul>
As your career evolves, Schwab&rsquo;s four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership&mdash;empowering you to shape your future and make a difference for yourself, your clients, and your community.
You&rsquo;ll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time.<ul><li>
Competitive Compensation</li></ul>
This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase&mdash;rewarding your commitment and tenure in the role with greater earning opportunities over time.<div>
Investment Professionals' Compensation | Charles Schwab</div><h2 class="jobSectionHeader">
What you have</h2><div> 
The expertise you bring:</div><div></div><ul><li>
A valid and active FINRA Series 7 license required
</li><li>Obtaining or acquiring FINRA Series 66 (63/65) license and Life &amp; Health Insurance as it will be required during your tenure on the job.
</li><li>CFP&reg; Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program)</li></ul><div>
The skills you bring:</div><div></div><ul><li>
Business Development</li></ul>
Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation.
Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management<ul><li>
Relationship Building
</li></ul>Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by ing a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients&rsquo; progress toward achieving their goals.
<ul><li>Investment Strategies and Financial Planning</li></ul>
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking &amp; Lending Management, Insurance &amp; Risk Management, and Estate Planning.
Ability to adapt and implement change as the market and business conditions evolve.<div><h2 class="jobSectionHeader"> 
What&rsquo;s in it for you
</h2>At Schwab, you&rsquo;re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration&mdash;so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you &ndash; both today and in the future:<ul><li>
401(k) with company match and Employee stock purchase plan</li><li>
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>
Paid parental leave and family building benefits</li><li>
Tuition reimbursement</li><li>
Health, dental, and vision insurance</li></ul></div>
<div>
</div></div><div><div><h3 class="jobSectionHeader">Share:</h3>
<ul><li>Facebook</li>
<li>LinkedIn</li>
<li>X</li>
<li>Email</li>
</ul></div></div></div><div><h2 class="jobSectionHeader">Eligible Schwabbies receive</h2>
<ul><li><h2 class="jobSectionHeader">Medical, dental and vision benefits</h2>
</li><li><h2 class="jobSectionHeader">401(k) and employee stock purchase plans</h2>
</li><li><h2 class="jobSectionHeader">Tuition reimbursement to keep developing your career</h2>
</li><li><h2 class="jobSectionHeader">Paid parental leave and adoption/family building benefits</h2>
</li><li><h2 class="jobSectionHeader">Sabbatical leave available after five years of employment</h2></li></ul></div></div>

VP; Financial Consultant - Virgina Beach, VA

Banner Health

<div>Department Name:
Admin-Clinic
Work Shift:
Day
Job Category:
Finance
Those who have joined the Banner mission come from all walks of life, united by the common goal: Make health care easier, so life can be better. If changing health care for the better sounds like something you want to be part of, we want to hear from you.
As a Finance Analyst, you will be helping support our Telehealth and Banner Medical Group Finance teams, responsible for all of the Banner Medical Group financial reporting for the Medical Group division, along with the annual budget preparation for those entities, monthly variance analysis of results/trend analysis, as well as incentive payment processing. Banner is seeking applicants that have previous experience within a physician/medical group or health care system setting. Knowledge of medical professional billing including an understanding of CPT codes, wRVUs, and billing systems and processes. Expert level knowledge of MS Excel.
The ideal candidate will have experience in physician compensation, finance, or accounting. This individual will be required to work collaboratively with cross-functional teams. Effective communication is essential as this position will be required to efficiently convey complex information to physicians, HR, finance, legal, and operations. The ability to effectively manage stress and prioritize assignments with shifting deadlines will be critical. This is a unique role requiring an individual who is not only analytical and a critical thinker but also comfortable communicating to physicians and medical group leadership (i.e. Senior Directors, CFO, COO, etc.).
Location: Remote
Schedule: Mon-Fri 8-5
At Banner Medical Group, you'll have the opportunity to perform a critical role in the community where you practice. Banner Medical Group provides both primary and specialty care throughout the communities in which Banner Health operates. We do this in a variety of settings - from smaller group practices like our Banner Health Clinics in Colorado and Wyoming, to large multi-specialty Banner Health Centers in the metropolitan Phoenix area. We currently have more than 1,000 physicians and more than 3,500 total employees in our group and are seeking others to enhance our ability to deliver our nonprofit mission of providing excellent patient care.
POSITION SUMMARY 
This position provides analytical support for the financial positioning and future growth of assigned area/region. This position leads in the development, analysis, and preparation of financial plans, reporting and key performance indicators to achieve overall system and entity strategic goals and objectives. 
 
CORE FUNCTIONS 
1. Provides high level of financial expertise through analysis and interpretation of data gathered for decision support. Gather and challenge assumptions from various multi-disciplinary teams, develop financial proformas, and assist in preparation and presentation of business plans. 
 
2. Leads key financial processes within assigned area or region (e.g. operating budgets, forecasting, program reporting and analysis, charge management, cost accounting, decision support, contracting and reimbursement analysis) by coordinating resources and communication and leading process teams. 
 
3. Ensures regulatory compliance within the assigned business unit(s). Provides assistance, coordination and education, as necessary to internal customers for compliance within contractual and regulatory requirements. 
 
4. Initiates and directs the identification and implementation of operating improvements and efficiencies by identifying important trends and variances through the review of management reports and financial analysis. 
 
5. Implements and help guide processes to implement changes based on data. Provides strategic financial guidance based on high level analysis of various data elements. 
 
6. Provides direction to coordinate implementation and support for financial systems based software products to enhance current and future system functionality. Develops and presents ongoing financial indicators and education programs based on the needs of assigned business unit(s). 
 
7. Prepare accurate and timely management and regulatory reports by accessing information from a variety of sources and utilizing consistent reporting formats and assist in the development of meaningful performance measures. 
 
8. Assignments located at various Banner locations will have regional accountability and will provide financial analysis support for multiple facilities within Banner. 
 
9. Works on complex problems in which analysis of situations or data requires an in-depth evaluation of various factors. Proven advanced analytical and modeling skills are necessary. Must be able to work with minimal supervision and prioritize multiple projects and use of sophisticated software programs. Exercise judgment within generally defined practices and policies in selecting methods and techniques for obtaining solutions. Position interacts with Regulatory Agencies, Information Services Benefits, Finance and Human Resources ensure timely, accurate and efficient reporting of data and processes. Incumbent must be able to read and understand technical pronouncements, identify compliance issues and make independent decisions. Assignments with in the Western Region will have regional scope and accountability. 
MINIMUM QUALIFICATIONS 
Requires a Bachelor&rsquo;s degree in Accounting, Finance or Business Administration or equivalent experience. 
 
Requires a proficiency level typically attained with 7+ years of experience in financial management. Must be able to work with minimal supervision and prioritize multiple projects. Requires excellent human relations skills and the ability to effectively interact and communicate both verbally and in writing with all levels staff and outside professionals. 
 
Must be proficient in the use of sophisticated software programs. Proven advanced, analytical, and modeling skills are necessary. Must possess operational skills and knowledge in healthcare, strong leadership, and confidence. 
 
PREFERRED QUALIFICATIONS 
Previous supervisory/team leadership experience preferred. Master of Business Administration (MBA) preferred. Experience in healthcare financial management preferred. 
 
Additional related education and/or experience preferred.
Estimated Pay Range:
$35.37 - $58.95 / hour Banner Health is committed to pay equity and transparency. The posted compensation range is a reasonable estimate that extends from the lowest to the highest pay Banner Health in good faith believes it might pay for this particular job, based on the circumstances at the time of posting. This range is based on possible base salaries and does not include the value of our total rewards package. Actual pay determined at offer will be based on years of relevant work experience, education, certifications, skills, and geographic location, along with a review of current employees in similar roles to ensure pay equity is achieved and maintained.
EEO Statement:
EEO/Disabled/Veterans
Our organization supports a drug-free work environment.
Privacy Policy:
Privacy Policy</div>

Financial Analysis Consultant Provider Compensation

TLA LLC

<div>Job Description: Finance Resource Generalist-Senior&ndash; Intelligence Community
Position Title: Finance Administrator- Senior 
Clearance Required: Active Government Clearance with Polygraph
Location: Northern Virginia Area
Employment Type: Full-time, On-site 
We are seeking a highly organized and meticulous Finance Administrator- Senior to support financial operations within the U.S. Intelligence Community.
This role is essential to ensuring accurate financial tracking, reporting, documentation, and administrative support for mission-critical programs.
The ideal candidate is dependable, proactive, and able to operate effectively within a secure, demanding environment.
Candidate will provide general, financial, and technical guidance to customers regarding entitlements, accounting requirements, established finance policies on complex financial matters/issues such as OGA and vendor payments, accounting preparation 
 Candidate must be a U.S Citizen and hold a Government Security Clearance with a polygraph.
&quot;Security clearance information is subject to verification. Falsifying or misrepresenting your clearance status may result in disqualification from employment or termination. False statements made in matters involving the U.S. Government may also carry civil or criminal penalties under applicable law.&quot; 
Requirements 
Key Responsibilities-Requirements:<ul><li>Provide information and guidance to team members on the RESERVED procedures, policy interpretation, workflow, and work unit priorities.</li><li>Perform the full range of financial activities and analysis to support management, staff, and customers in the office of assignment.</li><li>Prepare accounting in support of debt collection, vendor payments, Liaison, accounting operations. Banking and finance, Budget or Finance offices, RESERVED, Working Capital Fund businesses, platforms, and Pay &amp; Benefits.</li><li>Reconcile general ledger accounts, bank accounts, sponsor financial systems and subsystems, and/or financial statements and take corrective action as needed/directed</li><li>Review, analyze, and process corrective vouchers on various General Ledger accounts and update information to ensure accuracy.</li><li>Assist in the establishment of commitments and obligations and periodically revalidate them within established guidelines and procedures, being careful to remove funds on commitments and/or obligations that are deemed no longer necessary.</li><li>Provide technical and financial guidance to managers, junior analysts, and team members in area of assignment on complex financial matters such as approving procedures, accounting/financial procedures, and maintenance of data integrity across multiple systems.</li><li>Provide functional expertise to system development activities; create ad hoc system reports and conduct functional testing of business systems.</li><li>Provide general, financial, and technical guidance to customers regarding entitlements, accounting requirements, established finance policies on complex financial matters/issues such as OGA and vendor payments, accounting preparation, General Ledgers, documentation of expenditures based on interpretation and application of finance policies, unique Sponsor authorities, and office policies.</li></ul> 
Work Environment<ul><li>
Position is 100% on-site.</li><li>
May require occasional surge hours during budget cycles or key financial deadlines.</li><li>
Requires strict compliance with government security, finance, and information-handling procedures.</li></ul> 
Education:
A bachelor&rsquo;s degree in finance, business administration, or closely related field.
An additional 3 years of equivalent relevant experience may be substituted for the education requirement
(total of 6 years&rsquo; experience)
Minimum three (3) years professional experience performing financial records processing and financial records management. 
Benefits 
Why Join Us
As a Finance Administrator, you will support essential financial operations that enable critical national security missions. This role offers meaningful work, close collaboration with skilled financial and program professionals, and clear pathways for career development in the federal financial management space. 
TLA is proud to offer its teammates benefits designed for growth, health, wellness, and financial security. For an impactful career doing meaningful work, we are The Logical Answer in a world where being a consultant often feels like you're a commodity, TLA provides a refreshing culture of inclusion, a direct line to leadership, and a family feel where our teammates are valued for their expertise and contributions. Complementing our employee focus are these benefits offered as part of your total compensation package: 
 
<ul><li>Highly competitive salaries are afforded by our low overhead and non-physical footprint.</li><li>Competitive medical, dental, and vision insurance for you and your family</li><li>Health, Flexible Spending, and Dependent Care savings account options</li><li>Group life insurance.</li><li>Company paid short- and long-term disability insurance.</li><li>401(k) retirement plan with 6% company match and immediate vesting</li><li>$5,000 annual professional development allowance to keep your skills sharp.</li><li>$2,000 annual certification allowance</li><li>$500 health and wellness budget</li><li>Generous referral bonuses as you help expand our talent pool.</li><li>Business development bonuses as you share our capabilities throughout your client space.</li><li>Team and family events to celebrate camaraderie and share successes.</li><li>Eleven (11) paid Federal holidays.</li><li>Twenty (22) days paid- time off to use at your discretion.
</li></ul>TLA is an equal opportunity employer 
 Salary Range: $92,500 - $100,000</div>

Finance Resource Generalist- Senior

Northwestern Mutual

Financial Advisor (Training Provided)LOCAL candidates only. Must live in the Greater Milwaukee/Waukesha area or already plan to be moving here.Finance or sales experience are not necessary, but Heart, Grit, and Determination are required.If you&rsquo;re searching for purpose, we&rsquo;re ready to show you the path. Are you ready to build a rewarding career with a vibrant, supportive team? We're on the lookout for authentic, driven individuals who want to make a real difference in the lives of others. Join our fast-growing team as a Financial Representative/Advisor, and become part of a firm that truly believes in your potential.At Northwestern Mutual Waukesha, we are in business for ourselves&mdash;but never by ourselves. Our culture is built on belief in people, a shared mission to help others, and the freedom to create a career that reflects who you are.Why You'll Love Our Culture:Supportive Environment:We don&rsquo;t just hire advisors&mdash;we invest in their success. Our team thrives on camaraderie, mentorship, and leadership. We set high expectations and balance them with a lot of fun, including team-building events that forge strong bonds and lasting friendships.Empowerment &amp; Freedom:Here, you&rsquo;re in control. Enjoy the freedom to shape your own career path, manage your schedule, and grow your client base in a way that aligns with your values and goals. We believe in giving you the space to lead your practice&mdash;while always having your back when you need it.Authenticity &amp; Purpose:We&rsquo;re looking for people who lead with heart and authenticity&mdash;individuals who want more than just a paycheck. If you believe in doing meaningful work, helping others succeed, and pushing through challenges with grit and determination, you&rsquo;ll fit right in.Diverse Backgrounds Welcome:Our advisors come from all walks of life: teaching, military, marketing, social work, restaurant management, IT, engineering, and sports coaching. We value unique perspectives and believe your story strengthens our team.What We Offer:Comprehensive Training &amp; Mentorship:Industry-leading training tailored to you. You&rsquo;ll receive one-on-one coaching, ongoing education, and real-time support to help you grow confidently and competently.Performance-Based Earnings:A results-driven compensation structure with six-figure earning potential in your first year. Your effort and dedication directly impact your income and your future.A Career That Matters:More than just a job&mdash;this is a mission. You&rsquo;ll help individuals, families, and businesses achieve financial security and peace of mind.Pay: $84,000.00 - $200,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Financial planning services</li><li>Flexible schedule</li><li>Health insurance</li><li>Life insurance</li><li>Paid training</li><li>Parental leave</li><li>Professional development assistance</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: Hybrid remote in Waukesha, WI 53188

Financial Advisor

LearnLux

<div><h1 class="jobSectionHeader">About LearnLux</h1>

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner&trade;️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.

We're building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you're energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you'll find this a rewarding environment.

We're a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We're a growth-focused business building for scale, and we're excited by the opportunities and challenges that come with that journey.
<h1 class="jobSectionHeader">
About the Role</h1>

LearnLux is seeking qualified personal finance professionals who have experience providing one-on-one financial guidance to individuals to join our growing team. The ideal candidate will hold relevant personal financial planning designations, certifications, or academic diplomas.

In this role, you will leverage the LearnLux digital platform to work directly with employees across Egypt and the Middle East and North Africa (MENA) Region, delivering unbiased, holistic financial guidance tailored to their unique needs. Your financial expertise and member-first approach will help employees prepare for and achieve their personal financial goals.

This is a fully remote role reporting to our Global Planning Manager.

Key Responsibilities
<ul>
<li>Meet and engage with members remotely via video, chat, and email to guide them on topics such as budgeting, retirement readiness, equity compensation, and more.</li>
<li>Adapt the LearnLux Global Planning methodology to best serve members in the MENA region.</li>
<li>Participate in regular team meetings, contributing your subject matter expertise to continuously improve the financial guidance offered to members.</li>
<li>Develop a deep understanding of member benefit plans, acting as a trusted extension of their HR or benefits team during open enrollment periods.</li>
<li>Collaborate with our content team to create outlines, review financial lessons, and approve content for the LearnLux digital platform.</li>
<li>Lead engagement initiatives for employer partners, including digital webinars and occasional on-site events.</li>
</ul>
You Should Have
<ul>
<li>A designation, certification, or diploma in personal financial planning or a relevant field.</li>
<li>At least three years of experience providing one-on-one guidance across multiple areas of personal finance, including retirement, equity compensation, budgeting, debt management, estate planning, and insurance.</li>
<li>Fluency in Arabic and English, both written and spoken, are required.</li>
<li>A genuine passion for financial education and empowering individuals to make informed financial decisions.</li>
<li>The ability to manage multiple tasks concurrently, prioritize effectively, and collaborate with a distributed team.</li>
</ul>
Nice to Have
<ul>
<li>Advanced knowledge of regional financial systems and regulations in the MENA region.</li>
<li>Experience working in a remote or distributed team environment.</li>
<li>Comfort working across multiple digital applications and platforms.</li>
<li>Experience developing and delivering presentations to large audiences.</li>
</ul><h1 class="jobSectionHeader">Closing</h1>

LearnLux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We're excited to speak with you about joining our team!</div>

Financial Advisor, Egypt

Wealth with no Regrets

Wealth With No Regrets&reg; is an independent registered investment advisory (RIA) firm headquartered in Alpharetta, GA, managing over $400 million in assets for high-net-worth individuals, couples, and families. We help financially successful clients Make the Right Decisions for the Right Reasons &mdash; so they can enjoy a more rewarding retirement and future.We provide financial and retirement planning services that include wealth management, tax strategies, income solutions, protection and legacy planning, and fiduciary services to high-net-worth business owners, executives, professionals, and independent women who have accumulated $1 million or more in savings.The Wealth With No Regrets workplace is one where everyone&rsquo;s work matters, each team member&rsquo;s contributions are valued and appreciated, and together we make a difference for our clients.Qualifications<ul><li>Bachelors Degree in Finance, Accounting, Tax, Business, Economics, or related</li><li>5+ years in Financial Planning</li><li>Preferred PFS designation or PFS (Company will assist with PFS)</li><li>Proficiency in Excel &amp; Planning software's inputs and outputs calculations</li><li>Ability to problem-solve around planning strategist and tax, cash-flow, and investing</li><li>Proven quality of work with strong accuracy and communication skills</li></ul>Nice to Have<ul><li>CFP &ndash; Certified Financial Planner</li><li>CPA - Certified Public Accountant</li><li>Series 65/63/Industry licensure</li></ul>Day to Day<ul><li>Analyzing current plans for prospective clients</li><li>Preparing plans for new clients</li><li>Demonstrating the value of financial planning strategies</li><li>Calculating the value of tax-savvy solutions</li><li>Preparing presentation materials for Financial Advisors to communicate planning strategies</li><li>Interpret and review client financial statements to pull the relevant information needed for evaluating current issues and opportunities</li><li>Organize information, build personal financial statements, and cash flow models</li><li>Build scenarios in financial planning software to evaluate, compare, and present planning techniques</li><li>Be able to follow direction and processes for gathering and analyzing data</li><li>Be comfortable around analyzing investment holdings and performance evaluation</li><li>Follow a process for putting together a presentable plan design for various solutions that also shows the benefits of planning strategies</li><li>Assemble needed supporting materials of financial products, investments, and strategies to confirm the validity of the strategies</li><li>Desire to do work of excellence, meet deadlines, produce accurate work, and consistently deliver relevant material</li></ul>Pay: $95,000.00 - $150,000.00 per yearBenefits:<ul><li>Relocation assistance</li></ul>Application Question(s):<ul><li>Why are you looking to join Wealth With No Regrets?</li><li>Do you already have/are you willing to obtain your PFS designation?</li></ul>License/Certification:<ul><li>CPA or CFP (Preferred)</li></ul>Ability to Commute:<ul><li>Alpharetta, GA 30004 (Required)</li></ul>Work Location: In person

Senior Financial Planner

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3178 financial consultant jobs Near Me

VP; Financial Consultant - Virgina Beach, VA

Financial Analysis Consultant Provider Compensation

Finance Resource Generalist- Senior

Finance Resource Generalist- Senior

Financial Advisor

Financial Advisor, Egypt

Senior Financial Planner