Corporate Financial Consultant Jobs

Job Title: Financial Advisor /Corpus Christi, TX Company: Valic Location: Corpus Christi, TX Description: When was the last time you were handed a book of business? When was the last time you had an established territory with warm leads? When was the last time you were able to throw away the phone book?If you answered "NEVER" to each of these questions, VALIC is the place for you. As a VALIC Advisor, you will receive the following on your first day: An existing book of business with clients in established territories. Full marketing and technology support. Full benefits package, including medical, dental and life insurance coverage. Professional growth and tuition reimbursement. Company sponsored licensing for non licensed sales professionals. Competitive compensation and grid payout. Training and Development Allowance your first year, straight commission thereafter. Flexible work schedule. The strength and support of a 50-year pioneer and leader in the 403(b) segment. REQUIREMENTS: 3+ years Advisor experience Active FINRA Series 6 or 7 license Active FINRA Series 63 and 65, or 66 license(s) Active state variable life and health licenseIf you are a licensed financial professional, find out why VALIC is the best kept secret in the industry. Throw away your phone book and come join one of the largest retirement plan services providers in the United States.APPLY ONLINE NOW!

Job Title: Financial Advisor Job Company: Ameriprise Location: Bloomfield Hills, MI Description: Financial Advisor Job Job DescriptionAvailable Openings:1Job Title:Financial AdvisorJob ID:77418Bloomfield Hills, MILocation:Business Unit:TPAG-AdvisorsFull/Part Time:Full-TimeEligible for Relocation:NRegular/Temporary:RegularTravel Percentage:NoneLicense:Series 63 - State Securities / Series66-Comb. St. Sec/IAA/IAR / Series 7 - General Securities------------Email to FriendSave JobApply NowReturn to Previous Page------------ResponsibilitiesAmeriprise Advisor Services, Inc. is a diversified financial services Company dedicated to helping our clients work toward achieving their financial objectives by serving as their financial partner. If you are an experienced, Series 7 and 63 or 66 licensed Financial Advisor and would like to explore a career with Ameriprise Advisor Services, Inc., please submit your resume'. We look forward to hearing from you!JOB SUMMARYThe successful Financial Advisor is a master at building relationships with customers who depend on their advice. Their mission is to partner with clients to help them define their investment objectives, determine asset allocation, and track account performance against those objectives.QualificationsWhat does one need to be successful in this role? Knowledge of the industry, product knowledge, and having the drive to succeed are all important factors. Ameriprise Advisor Services, Inc. helps you along the way by providing your clients with a comprehensive suite of products and services in addition to providing you with various strategic marketing assistance.JCODE:23916Ameriprise Advisor Services, Inc.Member NYSE, FINRA & SIPCEqual Opportunity Employer------------Email to FriendSave JobApply NowReturn to Previous Page------------

Job Title: Financial Consultant Health Insurance Mason,OH 45841 Company: WellPoint Location: Mason, OH Description: WellPoint is the nations leading health benefits insurer and a Fortune Top 50 company. At WellPoint, we are dedicated to improving the lives of the people we serve and the health of our communities. WellPoint strives to be the most trusted choice for consumers and a leader in affordable quality care with an unyielding commitment to meeting the needs of our diverse customers. Bring your expertise to our innovative, performance-focused culture, and you will discover lasting rewards and the opportunity to take your career further than you can imagine. Financial Consultant Health Insurance Mason,OH The Financial Consultant in a major health insurance company will have strong analytical and technical skills to review and prepare interpretation of historical financial data, financial projections, and results. Primary duties may include but are not limited to: Identifies complex financial problems or issues related to workflow processes, researches solutions, and implements corrective steps to achieve higher level of operational efficiency. Has responsibility for all aspects of difficult projects that are broad or technical in nature and require troubleshooting, collaboration within or outside the unit Presents findings and recommendations and reports to committee members, department, and/or management. Responsible, with minimal supervision and with appreciable latitude for actions and decisions, for all aspects of difficult projects that are broad in nature. Responsible for training and reviewing the work of lower level Financial Analysts. May provide direction to work assignments of staff. Provides quality customer service to clients as well as ensures promotion of service-oriented approach to assigned functional area(s). Required Skills: Requires a BS/BA in accounting or finance; 3-5 years experience in general accounting, financial planning, management reporting experience; or any combination of education and experience, which would provide an equivalent background. MBA, CPA, or CMA preferred. Health Insurance experience required. Strong analytical and technical skills Advanced proficiency with Microsoft Excel and Access is necessary Knowledge of relational database techniques, visual basics and Powerpoint preferred. Independent problem solving and decision-making skills Excellent professional level communication, verbal and written, skills Innovative, originality, creative judgement and assessment skills WellPoint is ranked No. 1 among health insurers on Fortune Magazines annual list of Americas Most Admired Companies and has been named as one of the Top 50 Companies for Diversity by DiversityInc Magazine. To learn more about our company please visit us at

Job Title: Financial Advisor Company: Stephen James Associates Location: Baltimore, MD Description: SJA's client is currently seeking a Financial Advisor to join their reputable boutique advisory firm. The investment management firm is federally registered and looking for an individual with 3+ years of experience and a transferable book of business of $15M+. This fee based firm has a very competitive compensation structure with the producer being paid on 75% of assets under management; and the firm has the ability to cater a compensation plan on an individual basis. This firm has a network of agreements with regional banks that offers a strong pipe line of referrals. The opportunity provides promising growth and eventual equity in the firm. Qualified individuals will hold a Series 7, 65, and preferably Life & Health as well. For more information please contact directly. Required Skills: FINANCIAL ANALYSIS, SERIES 7, SERIES 65 Stephen James Associates provides professional and managerial placement search services. Stephen James offers both contingent search services for direct placement and interim search for consultants in a host of disciplines including Accounting & Finance, Banking, Human Resources, Marketing and Sales. Recognizing the complexity and importance of finding candidates with specific skills and abilities, Stephen James Associates employs a hands-on recruiting approach to guarantee that they deliver the best candidates available. Stephen James Associates is part of the Allegis Group, the world's largest privately held staffing company. Allegis Group and its subsidiaries are equal opportunity employers.

Job Title: Financial Advisor Company: Ameriprise Location: Corona, CA Description: Job ID: 77827 Location: Corona, CA Available Openings: 1 Business Unit: The Personal Advisors Group Full/Part Time: Full-Time Eligible for Relocation: N Regular/Temporary: Regular Travel Percentage: None License: About Ameriprise You give more, you want more You've worked hard and now you're looking for a career that's as rewarding as it is challenging. Ameriprise Financial is a great place to find just that. With our corporate headquarters in Minneapolis and offices nationwide, we're America's largest financial planning company yet we're also a supportive nationwide family of financial professionals. We're proud to be ranked as one of the "Best Places to Launch a Career" by BusinessWeek magazine. You provide the initiative; we provide the support to help you succeed. Thrive in our diverse and inclusive environment with award-winning training, career development and 360 support guided by accessible leaders. If you're talented, driven, and ready to join a team of professionals who work every day to help their clients plan for and achieve their dreams, you're ready for a career at Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP professionals documented by the Certified Financial Planner Board of Standards, Inc. BusinessWeek magazine, September 4, 2008. DALBAR Financial Intermediary Post-Sale Service Award 2007. Responsibilities If you are an experienced, Series 7 and 63 or 66 licensed Financial Advisor and would like to explore a career with Ameriprise Financial Services, Inc., please submit your resume. We look forward to hearing from you! The successful Financial Advisor is a master at building relationships with customers who depend on their advice. Their mission is to partner with clients to help them define their investment objectives, determine asset allocation, and track account performance against those objectives. Qualifications What does one need to be successful in this role? Knowledge of the industry, product knowledge, and having the drive to succeed are all important factors. Ameriprise Financial Services, Inc. helps you along the way by providing your clients with a comprehensive suite of products and services in addition to providing you with strategic marketing assistance. JCODE:23916

Job Title: Financial Advisor Company: Location: Memphis, tn Description: Categories: Accounting, FinancialMorgan Stanley Smith Barney - U.S Wealth ManagementMorgan Stanley Company OverviewTwo of the most powerful names in wealth management have joined forces to create a new industry leader. In a financial world thats being remade, Morgan Stanleys global wealth management business and Smith Barney have joined forces to offer you thinking and resources to fit the times.Morgan Stanley Smith Barney helps open doors to a wider array of financial products, independent money managers and capital markets. Our Financial Advisors have access to a global network of economists, strategists and research analysts to help manage risk and seek out investment opportunities wherever they may be. To help build the portfolio that can move individual investors in the direction they want to go.Our clients have entrusted us with $1.3 trillion (approx) of their hard-earned assets. Morgan Stanley Smith Barney is dedicated to bringing its clients the help they deserve, at a time when they need it most.Position SummaryParticipation in the Morgan Stanley Smith Barney Financial Advisor Training Program provides an extensive curriculum that will help to prepare you for a Financial Advisor Career. The Program will provide you with an opportunity to learn how to:Build a client base of high net worth individuals Maintain and manage long-term client relationships Provide clients with a high level of individualized client service, full service brokerage services and investment strategies consistent with their individual financial goals and needs RequirementsDemonstrate ability to sell Excellent problem solving, networking, communication, interpersonal and organizational skills Interest in investment and financial markets Demonstrate excellent work ethic and ability to multitask Preferred ExperiencePrior Sales Experience Prior Business Owner/Entrepreneur Prior professional service (Legal, Accoutning, Education, Military) EducationBachelors Degree (Bachelors Degree not required for candidates with more than 5 years of sales experience)Other Qualifications Candidates must:Be authorized to work in the U.S. without restriction as to durationPass a Background CheckPass any applicable pre-employment testsAs part of the application process for this training program, you are required to complete several assessments. After submitting your application, you will receive an e-mail with a link to the assessment. Failure to complete this assessment will render your application incomplete, and you will not be considered for employment.Morgan Stanley Smith BarneyEOE committed to diversifying its workforceM/F/D/VApply Now! Education: 4-Year College Degree Status: Full-time Location: Memphis Post ID: 2396773

Job Title: Financial Services / Financial Advisor Company: Location: Saint Louis, MO Description: Boutique financial services firm seeking to add to its ranks of highly motivated sales professionals. We are in a unique position in that while we are a relatively small firm, we have the backing of one of the largest and oldest financial services companies in the country. We are currently looking for a professional to help us capitalize on business opportunities in the St Louis metro area. Moreover, we are looking for an individual who truly has the drive to earn a six figure salary. The firm specializes in Estate Planning, Business Succession Planning, Retirement and Personal Planning as well as providing benefits to key employees. We offer a competitive benefit package including health insurance, 401(k), pension, training allowance and bonuses. The training program for our Advisors and staff is a comprehensive program providing courses on: insurance, investments, tax, risk, liability, cash flow, business, employee benefits, as well as building their personal business. This is the ideal position for an individual seeking to maximize their earning potential in a very professional environment. Please respond with a copy of your resume or contact information to be considered for a confidential interview

Job Title: financial advisor * Company: Location: Peoria, IL Description: To assist up individuals meet long-term financial goals such as retirement planning, debt management, college tuition, life insurance and estate planning. REQUIREMENTS: *No prior experience is required. *Track record of success in academic and/or career endeavors. *Need to set aside 4-6 hours a week for part time. * We do not provide sponsorship * Vehicle is needed due to no bus transportation to office Email us if you would like this position. Do not send attachments in email please!

Job Title: Financial Consultant II Company: Citizens Financial Group, Inc. Location: Mechanicsburg, PA Description: Citizens Financial Group is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices. Our Financial Consultants will proactively call on potential new clients to promote and sell our investment products and services, while developing strong working relationships with our branch personnel in assigned territory. We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory. Qualifications Series 7 and 63, Life Accident & Health required. Series 24 & 65 a plus. Must have a Bachelor's degree or equivalent work experience. 3-5 years experience selling investment products, and excellent oral and written communication skills. A team orientation with a strong work ethic and entrepreneurial spirit are desired. Other Information Hours per Week: 40 Work Schedule: Monday-Friday 8:00AM-5:00PM Equal Employment Opportunity It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

Job Title: Associate Financial Advisor Company: Ameriprise Financial - Great Lakes Market   Location: Southfield, MI Description: You give more. You want more. You're driven and ready to be part of a team that helps clients plan for their financial futures. As part of an Ameriprise Financial franchise, you'll join with an independent financial advisor in a financial planning practice helping clients reach their financial goals. Ameriprise Financial is America's leader in financial planning,1 with the fourth largest advisor force in the country.2 Ameriprise Financial has been helping people plan for and achieve their dreams for more than 115 years. Today, more than 2 million individual, business and institutional clients3 come to us to help put their dreams more within reach. Independent financial advisors seek associate financial advisor candidates who currently hold series 7, 63, and series 65 or 66 licenses. Ideal candidates will also hold state life, accident and health insurance licenses. Advanced AAMS, CRPC, CFP and CLU certifications are a plus. Associate Financial Advisor A fast paced, Private Wealth Advisory practice in Southfield, MI is seeking a highly motivated, detail-oriented Associate Financial Advisor to join their team. Assist in the design of financial plans and make product recommendations Prepare client net worth summaries, retirement cash flow analyses, portfolio proposals, etc. Research complex issues related to investments, insurance, taxes, retirement, estate planning, etc. Service a client base, process investment and insurance transactions and maintain/service accounts Conduct client meetings, closing sales based on recommendations and engage in client acquisition and prospecting activities.