Corporate Financial Advisor Jobs

Job Title: Financial Consultant Company: Sovereign Bank Location: Sandwich, MA Description: Financial Consultants and Advisors - Why Settle for Limited Growth? Take your place with Investment Services at Sovereign Bank, among the industry's finest financial consultants! Combine a comprehensive range of competitive investment products and services with the power and presence of one of the nation's largest banks to help you help your clients pursue their investment goals in the manner best suited for them. Qualified investment clients are not a problem to obtain due to existing relationships, deposit base and lead platforms already in place! As an Investment Services at Sovereign Bank Financial Consultant you will have the opportunity to work in an existing and mature bank program!Responsibilities:     - Strive to maximize revenues and profits by building strategic client and business partner relationships.- Effectively source prospective clients, capitalize on Bank referrals, profile customer needs, refer customers to the appropriate service provider and execute highly customized solutions to meet the needs of the customer.- Responsible for balancing investment growth, increasing revenues, referral activities, customer follow-up, prospect building and personal growth and development.- Focus on building profitable, affluent relationships and strategic business partnerships and must have a wide range of knowledge about financial investment strategies and Bank products and services.- Focus on expanding customer relationships where opportunities exist.- Provides securities, annuities, and insurance products to new and established accounts; develops new business through leads generated from partnering and relationship building skills.- Provides prudent and suitable investment recommendations to individual and corporate clients.Qualifications:- Requirements include Series 6 and 63 securities license and insurance license.- You will be expected to obtain your series 7 and 65 licenses within a reasonable amount of time.- 3 or more years of proven investment sales experience and a track record of success consistent with current production and job stability.- Verifiable annual gross production of $175,000 in investment revenue from a wirehouse and/or $250,000 minimum from a bank program.- These positions are not salaried.- They include a draw, commissions and outstanding benefits package. ABOUT SOVEREIGN: Sovereign Bancorp, Inc., (“Sovereign”) (NYSE: SOV), is the parent company of Sovereign Bank, a financial institution with principal markets in the Northeastern United States. Sovereign Bank has 750 community banking offices, over 2,300 ATMs and approximately 12,000 team members. Sovereign offers a broad array of financial services and products including retail banking, business and corporate banking, cash management, capital markets, wealth management and insurance. For more information on Sovereign Bank, visit http://www.sovereignbank.com or call 1-877-SOV-BANK.We value the advantages afforded only through a diverse work force and encourage all to apply. EOE M/F/D/V

Job Title: Licensed Financial Consultant Company: National City Location: Cincinnati, OH Description: Take your expertise to the bank. At National City, you can make the most of your knowledge, experience, sales savvy and a sincere commitment to doing what’s right for your customers. We offer professionals like you an excellent opportunity to use your talents to help grow branch revenues and build strong customer relationships. National City offers commercial and retail banking, mortgage financing and servicing, consumer finance and asset management services through an extensive multi-state network. Join our team of more than 30,000 top professionals and reach all of your goals with us. Licensed Financial Consultant Job Description Understand your customer’s needs and recommend the best financial solutions from our full array of banking productsAdvise customers on the purchase of packaged investment products, mutual funds, annuities, whole life insuranceOpen checking and savings accounts, handle loans, order checks and provide other customer servicesExpand your customer base through networking and current customersProvide sales mentoring to other branch employeesGrow your career through ongoing training and proven sales success Job Requirements Investment licenses, including NASD Series 6, 63 and state insurance licensing Minimum of 3 years experience in insurance and mutual funds sales, as well as consumer-lending, is preferredA strong track record of sales success and service excellenceDemonstrated sales, relationship development, customer service and sales coaching skillsPrevious experience as a financial advisor, financial consultant, financial planner, financial associate, investment advisor, licensed banker, licensed insurance agent, relationship manager or retirement specialist preferredAssociate’s degree or equivalent We offer Competitive salary and incentive compensationChoice of health and dental plansVision care planAdoption AssistanceLife insurance and disability401(k) with match ($1.15 for every $1.00 you invest) Stock purchase planEmployee privilege bankingComprehensive classroom and on-the-job trainingTuition reimbursementMultiple paths to career development and advancement Qualifications Monday thru Saturday, hours may vary. Financial Advisor, Wealth, Investment, Insurance, Broker See all jobs at this company Related Information National CIty Corporation subsidiaries and member banks are Equal Opportunity Employers. National City does not hire people in F-1 or J-1 status for trainee positions. National City requires candidates to submit to pre-employment drug screening.

Job Title: IN STORE FINANCIAL CONSULTANT Company: PNC Financial Services Group Location: Cherry Hill, NJ Description: As an employee of PNC Financial Services Group, you become part of an organization committed to customers, employees, investors, and the communities in which we do business. PNC is an established, fast-growing and successful financial services company, with businesses organized around retail and commercial banking, asset management, and funds processing.  We are growing rapidly in size, with recent acquisitions in Washington DC, Maryland, and New Jersey. We are also growing in reputation, as a leader in areas such as work/life family culture, "green" building design, frontier technology, and strong corporate social responsibility. As a PNC In-Store Financial Sales Consultant, you will be part of successful and growing retail banking organization, one with almost 3 million customers, and 1,000 branch offices throughout the Northeast and Middle Atlantic. PNC offers selected retail banking services in many supermarkets. As an In-Store Financial Sales Consultants, you are "the face of PNC" in these locations, using service and sales initiative to create new customer relationships. This position is based in our Short Hills Branch in the Shop-Rite on Springdale Road. The Short Hills Branch is open 7 days a week and includes evening hours till 7:45 pm as well as 2-3 weekends a month. This is the right job for someone who is excited about meeting lots of new faces and WORKING a non-traditional banking environment.  Your position will directly assist and report to the local Branch Manager. A typical day takes its cue from the high energy and fast pace of a supermarket environment. You'll initiate conversations with shoppers in the aisles, and use these opportunities to build awareness and then sell a variety of PNC Bank products or services. Over time, you will also have the opportunity to develop strong relationships through customer profiling and needs-based selling. PNC is committed to market leadership, so both you and your in-store colleagues will be backed by state-of-the-industry software, call-desk support, and training resources. You'll also have the prestige, security and room-to-grow offered by a large company, and the "community crossroads" neighborliness in-store branch, where you'll know many customers by name.The successful candidate will have the following qualifications: At least 2 years of  sales and service experience in a financial or retail environment is requiredExperience in customer service is preferredExcellent interpersonal skills are requiredStrong written and verbal communication skillsComputer skills including the ability to work in Windows based applicationsAbility to work evenings and weekends is required PNC is committed to offering you a comprehensive and competitive benefits package.  We design our full time and part time benefits programs based on PNC's benefits philosophy to provide quality levels of coverage at affordable costs over the long term for both employees and PNC. We strive to balance the cost of providing competitive benefits with the need to cover employees with a wide range of protection during and after employment.   Options you may be able to consider include: Medical and Dental CoverageLife InsurancePart Time BenefitsEducation AssistancePaid TrainingPaid VacationCompetitive PayShift Differential401(k) and Pension PlanEmployee Stock Purchase PlanFlexible SchedulesGrowth OpportunityWork/Life Balance PNC is an Equal Employment Opportunity/Affirmative Action Employer -- M/F/D/V/SO

Job Title: Senior Financial Consultant Company: PNC Bank Location: Philadelphia, PA Description: As an employee of PNC Financial Services Group, you become part of an organization committed to customers, employees, investors, and the communities in which we do business. PNC is an established, fast-growing and successful financial services company, with businesses organized around retail and commercial banking, asset management, and funds processing. Our branches are concentrated in eight Mid-Atlantic States and the District of Columbia; additional offices are located nationwide and internationally. We are growing rapidly in size, with recent acquisitions in Washington DC, Maryland, and New Jersey. We are also growing in reputation, as a leader in areas such as work/life family culture, "green" building design, frontier technology, and strong corporate social responsibility.   As a PNC Senior Financial Consultant, you will become part of PNC Investments, a specialized subsidiary of PNC Bank that provides products and services for individuals interested in investing, college planning, or retirement planning. You also join a retail banking organization with almost 3 million customers, more than 1,000 branch offices throughout the Northeast and Middle Atlantic, and a commitment to leadership in the affluent marketplace. As a Senior Financial Consultant, you immediately become an important member of a single branch office. This is a licensed position (Series 7 and 66), and you will use your licenses in order to conduct consultative dialogue with customers, and execute investment transactions.  This position is based in our Haverford Avenue location.  The Haverford branch is open from 9:00 a.m. to 3:00 p.m. Monday through Thursday.  Friday 9:00 a.m. to 6:00 p.m. and Saturday 9:00 a.m. to 12:00 p.m.  Your position will report to a Regional Sales Manager for Investments.   A typical day combines entrepreneurial opportunity with the structure, security and resources of an established name in financial services. Your schedule will be self-managed, and may call for local travel, coordinated with your base PNC branch office. Importantly, you remain "in your element" - active in communities you know and working with your existing network of relationships. As a Senior Financial Consultant, your challenge is to cultivate and grow financial planning relationships for PNC retail banking customers. Clients will trust your authority, industry knowledge and product expertise to help them realize their financial dreams. As you build your client base, you will be able to lean upon PNC Investments' unrivalled technology and call center support. Your business development and prospecting skills will play an important role in attracting new relationships, while partnership with your PNC branch will help you service, retain and grow them. Learn More about PNC Bank Visit Our Website Job Requirements The successful candidate will have the following qualifications: At least 3 years of revenue-generating financial sales experience required. FINRA Series 7 and 66 or (63 & 65) licenses required or obtained within 90 days of start date. Life Insurance License required. Bachelor's degree preferred with an emphasis on business and communications. Strong written and verbal communication skills required. Computer literacy required, including Excel spreadsheet and word processing applications. Local travel is required. PNC is committed to offering you a comprehensive and competitive benefits package.  We design our full time and part time benefits programs based on PNC's benefits philosophy to provide quality levels of coverage at affordable costs over the long term for both employees and PNC. We strive to balance the cost of providing competitive benefits with the need to cover employees with a wide range of protection during and after employment.   Options you may be able to consider include: Medical and Dental Coverage Life Insurance Part Time Benefits Education Assistance Paid Training Paid Vacation Competitive Pay Shift Differential 401(k) and Pension Plan Employee Stock Purchase Plan Flexible Schedules Growth Opportunity Work/Life Balance PNC is an Equal Employment Opportunity/Affirmative Action Employer -- M/F/D/V/SO Save this jobSaved Job(Notes) Email this job Printer-Friendly Version See all jobs at this company

Job Title: Financial Consultant Company: BearingPoint, Inc. Location: Dayton, OH Description: BearingPoint is one of the world's largest providers of management and technology consulting services to Global 2000 companies and government organizations in more than 60 countries worldwide. We have approximately 16,000 employees focusing on the Public Services, Commercial Services and Financial Services industries. Our professionals have built a reputation for knowing what it takes to help clients achieve their goals, and working closely with them to get the job done. BearingPoint is defined by its people - passionate and dedicated individuals who work closely with clients and look out for one another. All members of the BearingPoint team have the opportunity to make an immediate and significant contribution to their projects. Interaction with clients and senior leadership allows our employees to see their impact on a project - and be recognized accordingly. Because of our size and range of clients, consultants are provided with opportunities to develop their skills across a variety of industries and projects. The BearingPoint Air Force Team is currently searching for a Business Consultant. Location: WPAFB Dayton, OH Relocation: No Performance Profile: The candidate will be responsible for MSD financial management in support of the client. This support shall include supporting government functional managers in all manner of financial support tasks, not limited to; providing inputs to financial management tasks and projects, budget formulation planning, spares requirements budget tasks and projects, development of financial and schedule baselines, organizing financial activities, meetings, data calls, preparing financial reports, studies, and briefings on requirements budgeting activities. The contractor shall support the government in performing funds management tasks for (but not limited to) defense working capital (DWC) and operations and maintenance (O&M) funds. These fund management tasks shall include: o funds statusing (obligation and expenditure reporting), o funds control tasks, assisting with accounting and accounting procedures, o conducting audits and related analyses, o managing unliquidated obligations, and assisting in the performance of close out activities. The ideal candidate will be a hard charger who is able to gather information quickly, make assessments and effectively communicate decisions and/or alternatives to the client in a timely manner. The ideal candidate will be able to apply technical knowledge to current and proposed logistics processes as well as communicate those concepts in lay terms back to AF stakeholders. The candidate will possess strong communication and problem solving skills. Position-specific Required Skills: o Must have Bachelor's degree o US Citizen o Able to obtain a Security Clearance/pass a NAC background check o One of the following: o 10+ years experience with financials with a BS degree in a Business related discipline; or o 7+ years experience with financials with a masters degree in a business related discipline o The Public Services sector supports the DoD, requiring candidates to obtain a security clearance that requires US Citizenship o Experience in a military acquisition or support environment required Position-specific Desired Skills: o Master's Degree preferred o Asset management support experience preferred to include: researching supply, writing research papers, building and presenting briefings and providing staff assistance regarding wholesale asset policy and procedures o Experience in management of large-scale system changes preferred to include: Initiating system changes to comply with regulations, instructions, and policies; identifying budget requirements for system changes; preparing, justifying, tracking and prioritizing change requests; assisting in the development, scheduling, integration, test and implementation of system change releases; and supporting the testing of system changes with users o Stock control data maintenance support experience preferred o Familiar with Air Force Suspended Asset Program experience preferred; o Knowledge of Suspended Assets Analysis & Reporting Tool (SART) a plus o Familiar with Materiel Credit Returns (MCR) process to include providing technical, analytical, and reporting services in support of the AF MCR program preferred o Experience with AF inventory reconciliation analysis preferred o Familiar with Air Force Loan/Lease Control (LLC) Program preferred to include administration of the LLC program, review and interpretation of LLC policy and guidance, and LLC process analysis and system optimization o Experience with the AF Demilitarization and Precious Metals Programs preferred o Web site maintenance experience preferred o Strong MS Office products (including Access) skills o Excellent written and oral communication skills o Self motivated and able to work in an independent manner o Able to work in a fast paced deadline-driven environment o Proven ability to communicate, gather requirements, and facilitate technical discussions with clients, management, and team members Logistics: o Up to 10% travel required.

Job Title: Financial Consultant Company: PNC Bank Location: Cumberland, MD Description: As an employee of PNC Financial Services Group, you become part of an organization committed to customers, employees, investors, and the communities in which we do business. PNC is an established, fast-growing and successful financial services company, with businesses organized around retail and commercial banking, asset management, and funds processing. Our branches are concentrated in eight Mid-Atlantic States and the District of Columbia; additional offices are located nationwide and internationally. We are growing rapidly in size, with recent acquisitions in Washington DC, Maryland, and New Jersey. We are also growing in reputation, as a leader in areas such as work/life family culture, "green" building design, frontier technology, and strong corporate social responsibility.   As a PNC Financial Sales Consultant, you'll join a successful and growing retail banking organization, one with almost 3 million retail customers and 1,000 branch offices. There's momentum here: Parent company PNC Financial was named by BusinessWeek magazine as one of its "Top 50 Performers" in any industry. As a Financial Consultant, you immediately become an important member of a single branch office. This position is based in our West Washington Street location in Hagerstown. The Mechanic Street branch is open from 9:00 AM  until 5:00 PM Monday thru Friday and 9:00 AM until 12:00 PM on Saturday.   Every day, your position combines entrepreneurial opportunity with the structure and resources of room-to-grow offered by a large company.  In your role, you'll identify the financial needs of our customers and recommend PNC products and services to meet those needs. You'll use your sales experience, product and procedural knowledge, and willingness to consultatively guide customer issues towards quick resolution. You will also perform Teller transactions as necessary as a part of your regular daily routine.  As a competitor, PNC is committed to market leadership in products, technology, and service. It means both you and your colleagues will be backed by state-of-the-industry software, call-desk support, and training resources.   Learn More about PNC Bank Visit Our Website Job Requirements The successful candidate will have the following qualifications:   1-2 years of sales experience preferably within the financial sales industry 6 months of customer service experience Ability to develop exceptional product and procedural knowledge Proven track record in sales production and a strong desire to succeed Excellent interpersonal skills and professional manner Strong written and verbal communication skills Computer skills to include ability work in Windows based applications Ability to work weekends based on branch needs PNC is committed to offering you a comprehensive and competitive benefits package.  We design our full time and part time benefits programs based on PNC's benefits philosophy to provide quality levels of coverage at affordable costs over the long term for both employees and PNC. We strive to balance the cost of providing competitive benefits with the need to cover employees with a wide range of protection during and after employment.   Options you may be able to consider include: Medical and Dental Coverage Life Insurance Part Time Benefits Education Assistance Paid Training Paid Vacation Competitive Pay Shift Differential 401(k) and Pension Plan Employee Stock Purchase Plan Flexible Schedules Growth Opportunity Work/Life Balance PNC is an Equal Employment Opportunity/Affirmative Action Employer -- M/F/D/V/SO Save this jobSaved Job(Notes) Email this job Printer-Friendly Version See all jobs at this company

Job Title: Data & Financial Consultant / Healthcare experience only Company: Location: Jacksonville, FL Description: Data & Financial Consultant / Healthcare experience only This World Class Health Plan is continually refining their processes and products to offer the best value to more than 4 million members.  This position reports to the Director of Informatics and will impact company performance by building a partnership between the Finance and Medical Management business areas. In this role YOU WILL:    Provide primary data and analysis support to the Risk Analysis and Cost Estimates area within Informatics Be responsible for supplying ad hoc risk adjusted cost reports in support of medical cost management efforts  Create, reconcile, summarize and analyze data  Use risk adjustment tools available to normalize data for analysis purposes  Provide initial estimates of cost-savings related to initiatives impacting facilities (Professional, Pharmacy)  Train others regarding data sources, limitations of data and efficient ways to retrieve data related to risk analysis  Represent Informatics on cross-functional workgroups  Support the design and development of methods, tools, models, frameworks of analysis and research techniques  Support internal and external business users.  Provide ad hoc reporting and analysis services.  Identify and implement standard reporting processes and continuously improve reporting efficiencies.  Identify, document and communicate with Informatics departmental units all business requirements necessary to fill data acquisition and reporting requests.  Present and incorporate into the Informatics development roadmap any Finance data and reporting needs as necessary to ensure continued operational success. Requirements   Bachelor’s degree in Finance, Statistics, Actuarial Science, Math, Business, Computer Science or Clinical Research.  Equivalent work experience may be acceptable.   5 or more years of experience in programming, database management or data validation  Experience with mainframe processing and transferring data between servers, mainframe and PC  Experience with programming languages (e.g., HTML, VBscript, Javascript, SAS, SQL)  Experience communicating and presenting detailed technical information  Knowledge of database management techniques (PC, Mainframe, Client server)  Experience in Healthcare finance  Knowledge of major Health plan information systems (financial, payment, claims, enrollment, income)  Excellent organizational, analytical, interpersonal, written, and verbal communication skills required.     E-mail your resume in a Word Document for Job# 2700 to: Shana Bridge  [Click Here to Email Your Resumé]  – James L. Dooley & Associates   To view all of our job

Job Title: Financial Consultant - Escondido, CA Company: WaMu – JP Morgan Chase Location: San Diego, CA Description: WaMu is now part of JPMorgan Chase & Co., a $2.3 trillion financial institution with operations in more than 60 countries. We believe that a diverse group of talented, committed individuals -- working as a team -- can make a real difference. Our teams serve millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under our J.P. Morgan, Chase and WaMu brands. So if you're ready to work with us, read on!  WaMu Investments is a full-service brokerage firm that specializes in helping individuals meet their financial goals.  Our group offers a broad range of investments products, including mutual funds, fixed and variable annuities, stocks and bonds, life insurance and retirement and estate planning.  Financial Consultants are responsible for managing and growing the existing book of business, meeting and profiling prospective clients, reviewing investment goals, recommending investment products (e.g. stocks, bonds, options, mutual funds, annuities) and preparing presentations.  Provide ongoing client contact and support to ensure you are meeting client investment objectives and closing the sale of investment and securities brokerage products. Financial Consultants are typically responsible for the sales and customer service of one or more Washington Mutual Financial Centers. • FINRA Series 7, 63 and 65 or 66 registrations required• Life and Disability Insurance license required• Minimum 2 years financial services sales experience required • Proven production required • Certified Financial Planner preferred (Education assistance provided for CFP program)• Strong sales results in investment products• Excellent verbal communication and presentation skills• Bank program preferred Washington Mutual is an equal opportunity employer. We embrace differences, welcome diversity, and value a culture of respect.

Job Title: Financial Consultant - 218740 Company: UnitedHealth Group Location: Eden Prairie, MN Description: Job Category:Financial Planning & Analysis Reference Code:218740 Position Type:Full-time Financial Consultant - 218740 Job Description Description Ingenix delivers Intelligence for Health Care. A UnitedHealth Group company, Ingenix unites the brightest minds to transform organizations and improve health care through information and technology. We serve a diverse customer base within the health care community, including health care payers, providers, employers, pharmaceutical companies, consumers, workers’ compensation and auto liability insurers, and government agencies. Why Ingenix?Cutting-edge organization with a positive team environment Significant business growth of 20%+ in 2007, 20%+ in 2008 and beyond. Opportunity to advance and grow within a Fortune 25 company in a dynamic, growing industry. Join a family of 65,000+ employees united by their desire to help people live healthier lives. UnitedHealth Group offers a full range of comprehensive benefits to full-time and part-time employees, including medical, dental and vision, as well as a matching 401k and an employee stock purchase plan. ResponsibilitiesConduct budgeting, forecasting, monthly reporting, variance analysis, and metric reporting. Analyze financial data and make recommendations to senior management. Forecast and plan resource requirements. Serve as a liaison between Ingenix Finance and UnitedHealth Technologies. Perform financial analysis for all inter-segments. Conduct account investigation and cost benefit analysis. Perform complex conceptual analyses. Lead functional or segment teams or projects. Qualifications CompetenciesDemonstrate strong leadership skills Ability to prioritize multiple tasks and projects as assigned Demonstrate strong oral and written communication skills Required3+ years of relevant accounting or finance experience Knowledge of budgeting and forecasting Strong MS Excel skills Bachelor’s degree in finance, accounting or related field DesiredExposure to the healthcare or information technology industry MBA or other similar advanced degreeUnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment. Diversity creates a healthier atmosphere: equal opportunity employer M/F/D/V.

Job Title: Oracle Functional Financial Consultant - Company: Location: macon, GA Description: Computer Mainstream Corporation (CMC) is a currently looking to identify a E-business Suite 11.5.10 Functional Financial Consultant, for one of our clients in the Metro Atlanta area. This would be a 6 month project with great potential to go longer. We pride ourselves in identifying talented professionals for our clients. We have a challenging and rewarding opportunity for an E-business Suite 11.5.10 Functional Financial Consultant. Required Skills: Multiple years of full cycle public sector (state and local) experience in implementing and supporting Oracle Financial Applications. Minimum Years of experience needed for required skills: 3 Preferred Skills: SQL, SQL Plus and Oracle certifications Additional Job Information: Professional Skill Requirements * Eagerness to contribute in a team-oriented environment * Ability to work creatively and analytically in a problem-solving environment * Desire to work in an information systems environment * Good communication (written and oral) and interpersonal skills If you'd like to be rewarded for initiative efforts, and creative thought, come join us! CMC is an Equal Opportunity Employer PLEASE READ PLEASE APPLY AT WWW.COMPMAINCP.COM. Phone calls will not be necessary. Location: Atlanta, GA Compensation: $43.00/hour This is a contract job. Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.