financial consultant

Astrik

<p>We&rsquo;re Hiring: Financial Consultant (5&ndash;10 Years of Experience)</p><p>We are looking for a highly skilled Financial Consultant to join our dynamic team. The ideal candidate will bring deep analytical expertise, strong business acumen, and a proven track record of delivering impactful financial strategies.</p><p>Requirements:</p><p>Experience: 5&ndash;10 years in financial consulting, strategy, or advisory roles.</p><p>Previous Experience: Must have professional experience at McKinsey &amp; Company.</p><p>Education: Degree from LUMS (Bachelor&rsquo;s or Master&rsquo;s in Finance, Economics, Business, or a related field).</p><p>Skills: Strong financial modeling, strategic problem-solving, and client engagement capabilities.</p><p>What We Offer:</p><p>A collaborative, growth-driven environment.</p><p>Opportunities to work on high-impact projects across industries.</p><p>Competitive compensation and professional development pathways.</p><p>Job Type: Full-time</p><p>Work Location: On the road</p>

Financial Consultant

J & J Financial Services

<p>We are looking to expand our team of financial consultants in a fully remote environment</p><p>This position is an Entry-level Financial Consultant (part-time or full-time).</p><p>Through our in-depth training program, you will also learn how to diagnose needs of an individual or family, have a conversation with them about their financial goals and dreams, and help create a roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (included but are not limited to Getting out of debt, Budgeting, Retirement Planning, Wealth Accumulation, College Planning, Investments, Rollovers, Annuities, Roth IRA, &amp; Insurance).</p><p>Key Responsibilities:</p><ul><li>Study, Learn, and execute with on-the-job training</li><li>Shadow client meetings, plan designs and presentations</li><li>Analyze client financials to determine their needs and risk tolerance</li><li>Review available options for clients</li><li>Recommend which areas or services fit the client's needs</li><li>Follow ethics industry standard</li><li>Complete licensing requirements</li><li>Maintain licenses and industry ethics</li></ul><p>Qualifications - (Please READ)</p><ul><li>Must be over the age of 18</li><li>Driver's License</li><li>Background check required</li><li>Willing to obtain a state license if you do not have one yet (Life, Accident and Health)</li><li>Ability to manage customer relationships and provide tailored financial advice</li><li>2-3 years of customer service/client interaction recommended (not required)</li></ul><p>Qualities we're looking for:</p><ul><li>Entrepreneurial ambition</li><li>Integrity, ethical and a strong sense of morality.</li><li>Passion for making a difference and helping people.</li><li>Self-motivated, accountable, and a team player.</li><li>Ability to receive coaching and feedback.</li><li>Strong interpersonal skills</li><li>Self-motivated</li><li>Enjoys working in a fast-paced, highly productive, value-driven environment</li></ul><p>Schedule: You create your own besides ongoing weekly training - Tuesday 8pm EST/5pm PST and Saturday 12pm EST/9am PST</p><p>Important Note: You don&rsquo;t have to quit your current job to join us. Whether you're exploring a new path or pursuing part-time income, this opportunity is structured to meet you where you are.</p><p>If you&rsquo;re ready to make an impact while building a flexible, fulfilling career, we want to hear from you</p><p>Job Types: Full-time, Part-time, Contract</p><p>Pay: $70,000.00 - $150,000.00 per year</p><p>Expected hours: 15 &ndash; 40 per week</p><p>Benefits:</p><ul><li>Flexible schedule</li><li>Life insurance</li><li>Retirement plan</li></ul><p>Application Question(s):</p><ul><li>Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?</li></ul><p>Unfortunately, we are not able to work with individuals who are not an official U.S Citizen.</p><p>Location:</p><ul><li>United States (Required)</li></ul><p>Work Location: Remote</p>

Jubilee Life Insurance Company Ltd

<p>Job description:</p><p><b>Job description</b></p><p>1. Must be fully aware of the products and services offered by the company.</p><p>2. Identify opportunities to enhance and increase the services offered to clients.</p><p>3. Educate customers regarding services and benefits.</p><p>4. Maintain excellent relationships with clients through superior customer service.</p><p>5. Open customer accounts by recording account information and maintaining the updated records.</p><p>6. Resolve customer complaints with the help of their manager.</p><p>7. Develop new relationships with potential clients to bring in new business.</p><p>Job Types: Full-time, Fresher</p><p>Pay: Rs50,000.00 - Rs100,000.00 per month</p><p>Education:</p><ul><li>Bachelor's (Preferred)</li></ul><p>Experience:</p><ul><li>Sales and Marketing: 1 year (Preferred)</li></ul><p>Location:</p><ul><li>Lahore Johar Town (Preferred)</li></ul><p>Work Location: In person</p>

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><h3 class="jobSectionHeader"><b>
Financial Consultant</b></h3><p>
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3 class="jobSectionHeader"><b>
The Purpose of Your Role</b></h3><p>
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3 class="jobSectionHeader"><b>
The Expertise We&rsquo;re Looking For</b></h3><ul><li>
Previous success in building relationships, uncovering needs and recommending solutions</li><li>
FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3 class="jobSectionHeader"><b>
The Skills You Bring</b></h3><ul><li>
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>
Being coachable, collaborative, and curious are your &quot;go to&quot; attributes</li><li>
Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>
Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>
Extensive knowledge of investment solutions</li></ul><h3 class="jobSectionHeader"><b>
Our Investments in You</b></h3><p>
Fidelity&rsquo;s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3 class="jobSectionHeader"><b>
The Value You Deliver</b></h3><ul><li>
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>
You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3 class="jobSectionHeader"><b>
Certifications:</b></h3>
Certified Financial Planner &reg; / CFP-&reg; - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader"><b>
Category:</b></h3>
Sales<p>
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p></div>

Financial Consultant - Tigard, OR

NuvoLogic Consulting

<div>
 NuvoLogic Consulting is a dynamic and rapidly growing management consulting firm based in Northern Virginia. We partner with public and private sector clients to deliver innovative, data-driven solutions. Our services include risk management; business analytics and data science to help management make insightful decisions; quantitative analysis developing financial and predictive models; internal controls, compliance and governance to ensure processes align with regulatory guidance; and process modernization to enhance, streamline and optimize processes.
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 As a small business, every team member plays a vital role in our success. We welcome inquisitive individuals who thrive in a collaborative, yet challenging environment and who are excited to work alongside other high-performing, solution-focused professionals.
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 At NuvoLogic, we foster a culture of active involvement, professional growth, and mentorship. We offer meaningful opportunities for learning and development, paired with competitive compensation and a collaborative work environment where your ideas are valued and encouraged. You&rsquo;ll have the chance to grow with us, take on new challenges, and be part of shaping our continued success. If you're a well-rounded, detail-oriented problem solver ready to make an impact, we invite you to bring your talents to NuvoLogic and do your best work here.
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 NuvoLogic Consulting is seeking a junior-level Consultant to join our team supporting financial management projects across various public sector clients. The Consultant will work closely with senior team members assisting in performing financial analysis, evaluating processes, conducting due diligence, and preparing reports and presentations for decision makers. The ideal candidate will have a strong analytical background, excellent problem-solving skills, and the ability to work effectively in a team environment.
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   Conduct research and gather data to support program and project initiatives.
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   Assist in the preparation of reports and presentations for senior management and stakeholders.
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   Perform ad hoc analysis and support special projects as assigned.
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   Assist with financial analysis and development and maintenance of quantitative models.
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   Perform due diligence on potential investments, including financial and industry analysis.
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   Collaborate with team members to develop innovative solutions and recommendations.
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   Bachelor&rsquo;s degree in Finance, Business, Economics, or a related field.
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   3+ years of relevant work experience in finance, consulting, or a related field.
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   Strong analytical and quantitative skills.
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   Proficiency in Microsoft Excel, PowerPoint, Word, Visio.
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   Ability to learn and adapt quickly in a fast-paced environment.
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   Excellent written and verbal communication skills.
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   Ability to work effectively both independently and in a team.
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   Experience with financial modeling and forecasting.
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   Experience with data analytics and visualization tools.
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   Experience with programming languages, such as VBA, R, Python, SAS.
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   Health Care Plan (Medical, Dental &amp; Vision)
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   Life Insurance (Basic, Voluntary &amp; AD&amp;D)
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   Retirement Plan (401k, IRA)
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   Paid Time Off (Vacation, Sick &amp; Public Holidays)
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   Short-Term &amp; Long-Term Disability
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   Remote or Hybrid Work
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Financial Management Consultant

Lorien

<strong>Oracle Financial Functional Consultant</strong> <p><strong>Contract Inside IR35</strong></p> <p><strong>Reading (Hybrid 1- 2 days in the office)</strong></p> <p><strong>Duration: 6 months initially, project running until 2027  </strong></p> <p>This <strong>Oracle eBusiness Suite Release 12 Financial Functional Consultant</strong> position offers the chance to join a dynamic and forward-thinking company that is undergoing an exciting transformation. As a key member of the team, you will play a pivotal role in leading the Finance workstream and driving the implementation of a new Operating Unit (OU).</p> <strong>Key Responsibilities:</strong> <ul> <li>Configure, amend, and test Finance-related application setups for the Oracle eBusiness Suite R12 system</li><li>Support user acceptance testing and transition to live operations</li><li>Act as the core Finance subject matter expert, providing accounting guidance to colleagues across various business processes</li><li>Support the roll out of a new costing structure within Oracle, ensuring seamless integration with core financial modules</li></ul> <strong>Required Qualifications and Experience:</strong> <ul> <li>Proven track record in the implementation and support of Oracle eBusiness Suite R12 Financial modules, including General Ledger, Fixed Assets, Cash Management, AGIS, Tax, and Project Accounting</li><li>Extensive experience in Accounts Payable, Accounts Receivable, and Inventory management within the Oracle eBusiness Suite ecosystem</li><li>Demonstrated ability to integrate third-party packages and bespoke applications with Oracle eBusiness Suite</li><li>Strong accounting background, preferably as a qualified accountant</li></ul> <p>Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.</p>

Oracle Financial Functional Consultant

Fractal Analytics

<div><div>It's fun to work in a company where people truly BELIEVE in what they are doing!</div><div></div><div><i>
We're committed to bringing passion and customer focus to the business.</i></div><div></div><div>
Brief about the Team &amp; Fractal:</div><div>
Fractal Analytics is Leading Fortune 500 companies leverage Big Data, analytics, and technology to drive smarter, faster and more accurate decisions in every aspect of their business.</div><div>
Fortune 500 companies recognize analytics is a competitive advantage to understand customers and make better decisions. We deliver insight, innovation, and impact to them through predictive analytics and visual storytelling.</div><div></div><div>
Role Details:</div><ul><li>
Leverage Data to solve key business problems from the clients. They will be working on identifying or creating data driven solutions to solve key problems in the industry.</li><li>
Prior experience in Financial services or Payments industry is preferred (Visa,Mastercard,American express and discover) or any banking domain expertise</li><li>
Ability to architect and design reporting solutions based on client needs.</li><li>
Project Management skills along with strong communication skills, client management skills.</li><li>
Problem Solving, Team &amp; People management</li><li>
Technical capabilities in data engineering (SQL, Python, Pyspark) and visualization (Tableau / power BI)</li><li>
Preference with domain knowledge in financial services</li></ul><div></div><div>
Technical Skills :</div><ul><li>
Leading and managing the end-to-end project management like brainstorm, design, approach, scope, timelines, delivery and transition based on client requirements</li><li>
Hands on coding Python, SQL, Pyspark- mandatory</li><li>
Mandatory BI experience</li><li>
SQL, Analytics, consultancy background (ideally)</li><li>
Good to have Modelling, performance and predictive analytics</li><li>
Basic FS domain knowledge</li><li>
Database design</li></ul><div></div><div>
Non-technical skills :</div><ul><ul><li>Client handling and communication skills</li></ul></ul><div></div><div>
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!</div><div></div><div><div>
Not the right fit? Let us know you're interested in a future opportunity by clicking <i>Introduce Yourself</i> in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest!</div></div></div>

Financial Data Consultant

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