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Corporate Financial Consultant Jobs

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Job Title: SR.CONSULTANT
Company: Lewis Technical Recruiting
Location: LOS ANGELES, CA

Description:

Summary
Create value for clients and COMPANY by providing quality case work including problem definition, research and analysis, recommendation development, and supporting case manager and leader as required. Capable of leading operations improvement and financial restructuring case initiatives under the direction of case manager or lead.

Essential Responsibilities and Duties
I. Process

A. Prepare financial and operational analyses to aid clients and other stakeholders in opportunity identification, opportunity prioritization, and implementation planning, including but not limited to:

- 13 week cash flow
- 12 month operating plan/pro forma financial statements
- Break-even analysis
- Liquidation analysis
- Product-line, channel, customer, business unit profitability analysis
- Inventory turnover analysis
- Process mapping and value added/non-value added analysis
- Internal and external benchmarking
- Industry research

B. Communicate effectively in both oral and written form in order to communicate points and support sound decision making.
C. Document operational and financial analyses and prepare significant assumptions and notes relating thereto.
D. Directs client teams (when required) in achieving case specific goals and objectives.
E. Track and monitor work plan progress and performance to support project implementation and client value.
F. Obtain internal and external training necessary to develop professional skills requisite for growth within the firm.
G. Maintain COMPANY standards of excellence and methodologies; participate in improving same.

II. Business Development

A. Work to convert stakeholder relationships formed during cases into future referral sources.
B. Support Partners and Managing Directors as required in proposal development.
C. Support Partners and Managing Directors in the preparation of speeches, written articles and conference presentations to build the COMPANY brand and enhance the COMPANY reputation.

III. Management

A. Participate in one or two focused initiatives as requested to strengthen the firm's core competencies and competitive position.
B. Train consultants in COMPANY methods as required to build firm-wide competency.
C. Develop thorough understanding of COMPANY methodologies. Recommend modifications of those methodologies as appropriate. Develop new methodologies as appropriate for new clients and consulting situations.

Qualifications

A. Bachelor's Degree; advanced degree desirable.
B. Minimum of 6 years in a combination of line management, operational consulting, or financial analysis.
C. Demonstrated ability to solve problems and make sound decisions under conditions of high uncertainty and stress.
D. Ability to think independently and work without direct supervision.
E. Strong oral and written communication and presentation skills.
F. Willing to travel extensively.

5-7 YRS EXPERIENCE

Job Title: Junior Partner Financial Advisor
Company: Ameriprise Advisor Services, Inc
Location: Charlotte, NC

Description:
*GREAT PLACE TO BUILD YOUR BUSINESS* Ameriprise 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 have a Series 7 and 63 or 66 license, financial services experience, and would like to explore a career with Ameriprise Advisor Services, Inc., please submit your resume'. We look forward to hearing from you! JOB SUMMARY The TEAM Program is intended for individuals seeking to gain hands-on experience through a partnership with an established Ameriprise Advisor Services, Inc. financial advisor. The primary responsibility of the Junior Partner will be to help strengthen existing client relationships, develop new client relationships and gather assets to build the Senior Partner’s existing book of business, as well as develop new business for the team. Junior Partners will be presented with a training curriculum that is intended to give a broad overview of the Financial Services business. The objective is to work directly with your Senior Partner as a member of a team to develop long-term, advice-based relationships with Ameriprise Advisor Services, Inc. clients. Ameriprise Advisor Services, Inc.Member NYSE, FINRA & SIPCEqual Opportunity Employer H&R Block Financial Advisors, Inc. has become Ameriprise Advisor Services, Inc., an Ameriprise Financial company and is no longer affiliated with HRB, Inc. or any of its affiliates. Investments and financial advisory services are offered through Ameriprise Advisor Services, Inc. Member NYSE/FINRA/SIPC. All references in this website to H&R Block Financial Advisors, Inc. should now be considered references to Ameriprise Advisor Services, Inc. Some products and services described in this website may not be available in all jurisdictions or to all clients.

Job Title: Financial Advisor/Retirement Solutions Broker/Investment & Insurance Sales
Company: Bankers Life and Casualty Co.
Location: Detroit, MI

Description:
Financial Advisor/Retirement Solutions Broker/Investment & Insurance Sales Looking for a great Opportunity? What if... Your colleagues brought their clients to you? You spent your time helping clients, not trying to find them? You have the resources of one of the top broker dealers in the country? You could have all of this and payouts of up to 75%? You Have Found A Great Opportunity Bankers Life and Casualty Company is recruiting registered representatives (Series 6 or 7 and appropriate state securities licenses) with brokerage experience, to join the Retirement Solutions program as a Financial Advisor within a local branch office. Many investment firms fail to fully understand the role of insurance products in financial planning. Many insurance companies don’t offer integrated and independent securities advice tat fits in with their client’ insurance needs. Our Financial Advisors work alongside our 4,600 Career Insurance Agents. Through our partnership with UVEST Financial Services Group, you will be able to provide a full spectrum of independent investment products and services. By working with our Insurance Agents, together you can provide the type of holistic financial solutions that clients deserve. If you are an experienced financial planner with a productive track record and strong teamwork and client skills, we invite you to explore this excellent opportunity. Please email your resume to our central recruiting team at: Register to View We currently have opportunities throughout the country with high priority needs in: Bankers Retirement Solutions is part of the Bankers Life and Casualty Company

Job Title: Financial Advisor
Company: AspenCross - John Hancock Financial Network
Location: Westborough, MA

Description:
We are currently expanding our operations throughout the state of Massachusetts and are looking for individuals to train who are interested in learning how to build a successful financial services practice in their local community. As an AspenCross financial advisor you will help your clients visualize and set financial and life goals, examine their current financial status and design a strategy or plan to help them best utilize their available resources to meet their current or future lifestyle goals. A career as a financial advisor can be a very rewarding experience, by helping your clients achieve their financial dreams and goals you are also able to achieve your own. As an entrepreneur building your own business, you have the opportunity to set your own pace and establish your own income levels. You also have the flexibility to pursue your career, while still having time for your family and other interests. Are you looking for a career that: Allows you to make a meaningful difference in people’s lives Recognizes and Rewards you for your individual efforts Provides you personal freedom - allowing you to live a more balanced life Gives you the ability to set your own income levels – with unlimited growth opportunities Compensation & Benefits A career as a financial advisor can be very lucrative. The entrepreneurial nature of the career means your income will reflect the amount of time spent building and developing your practice. To assist our new financial advisors get their practices up and running in the early years of their career we offer one of the most comprehensive financial support packages in the industry for qualifying new associates, including training subsidies, bonuses and commission enhancements. While you enjoy being in business for yourself, you’ll have the advantage of being part of a large company with an extensive benefits program. Benefits available to qualifying financial advisors include: ? Group Health, Dental, Vision, Long Term Care ? Accidental Death & Dismemberment (AD&D) ? Cash Balance Pension Plan ? Adoption benefits ? Deferred Compensation ? Group Life Insurance ? Long Term Disability (LTD) ? 401(k) Dollar Match ? Stay Fit Benefit Job Requirements You don’t need a financial background to enjoy a successful career as a financial advisor. What you do need is the desire to become a trusted financial advisor, the ability to listen and empathize with someone’s hopes, dreams, concerns and responsibilities, and the passion to be a life-long learner and problem solver. To succeed, you need an entrepreneur’s fire in the belly combined with the ability to develop and nurture long-term relationships. Minimum Requirements BA/BS Degree or Equivalent Professional Experience and Success Have a professional presence, strong oral and written communication skills Strong pattern of success, entrepreneurial spirit, goal oriented, self disciplined and motivated AspenCross financial advisors are passionate about helping their clients achieve their life goals, dreams and aspirations and striving for excellence in all that they do. Whether you are a recent college graduate, someone thinking about a potential career change or an established financial services professional, AspenCross Financial Group’s unique business model can help you achieve the business and personal success you desire. When choosing to build your financial services practice with AspenCross – you will be working with people who truly care about you and your success. At AspenCross, our goal is simple and it drives everything that we do – To make a meaningful difference in people’s lives.

Job Title: Financial Advisor
Company: First Command
Location: JACKSONVILLE, NC

Description:
Become a Financial Advisor with First Command COMPANY OVERVIEW: First Command develops comprehensive financial plans to assist individuals and families in their efforts to reduce debt, build wealth and pursue their financial goals and dreams. Through values-centered planning that encourages consistent saving, disciplined investing and a prudent insurance strategy, First Command Financial Advisors have established lasting relationships with hundreds of thousands of clients since 1958. DESCRIPTION: With a mission to improve the financial well-being of the individuals and families they service, First Command Financial Advisors help clients pursue their financial goals and dreams through personalized financial plans comprising investments, insurance and banking products and services. We embrace time-tested financial principles and advocate consistent saving, disciplined investing and a prudent insurance strategy as ways to reduce debt, build wealth and enhance financial security. As a First Command Financial Advisor, you’ll benefit from strong relationships with clients and your First Command family, enjoy the support to enable successful business results, and reap the financial and personal rewards of a career with unlimited potential for growth and advancement. First Command offers a generous compensation structure and gives you distinct competitive advantages to enable business-building results. Our training spans your career — from education, licensing and preparation for practice management to your initial mentoring and career-long professional development. We equip you with powerful technology tools for the preparation of financial plans to meet your clients’ goals for retirement planning, education planning, estate planning, business planning, risk management and more. Through partnerships with leading financial product providers, we supply you with a wide range of investment, insurance and banking products to help fulfill clients’ plans. We help sustain your success through expert IT support, optional virtual administrative assistance, compliance support, marketing support and expense support.

Job Requirements: REQUIREMENTS: First Command seeks a diverse Advisor force to address diverse clients needs. Consider a career opportunity with First Command if: You hold a four-year college degree or have demonstrated experience in the financial services industry. You’re relationship-oriented, values-focused and results-driven. You endorse and practice honesty, integrity and accountability. You’re self-motivated, positive and eager to learn. First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. First Command Financial Services, Inc. is the parent of First Command Financial Planning, Inc. and First Command Bank. Financial planning services and investment products, including securities are offered by First Command Financial Planning, Inc. (Member SIPC, FINRA). Click Here To Apply https://firstcommand.ats.hrsmart.com/cgi-bin/pm/click.cgi?job_id=57&site_id=35

Job Title: Financial Advisor Company: Ameriprise Financial Location: Marietta, GA Description: US-GA-Marietta

Job Title: Financial Consultant
Company: Kforce Professional Staffing
Location: Washington, DC

Description:
Our client is seeking a Financial Consultant for Alexandria, Ft Belvior and Falls Church, VA. There is no relocation package. The responsibilities and duties of this position include but are not limited to: Provide daily on-site support for client's Chief Financial Executive officeCoordinate across accounting and operational divisions to review accounting/funding documentsVerify financial balances in DoD accounting systemsVerify disbursing and billing information within DoD accounting systemsIdentify and document corrective actions for review and approval by managementSupport documentation needed for organizational auditsDocument processes, instructions, and policy statementsDemonstrate knowledge of DoD Financial Management Regulations, GAAP, and CFO regulationsParticipate in requirements gathering and meetings with clientsThe skills, experience, and knowledge required to be considered for this position include: U.S. CitizenshipApplicants selected will be subject to a government security investigation and must meet eligibility requirements for access to classified informationKnowledge of and experience with Federal accounting regulations and processesPossess 8+ years of experience working within DoD financial accounting/management and analysis - e.g., logistics, budget, program analysis, contract analysis, and/or financial analysis.Must possess prior experience reviewing and clearing unliquidated obligations (ULO) and negative ULOs (NULO).Education: Bachelor's DegreeEducation: Accounting MajorPosition-specific Desired Skills:Experience in DoD accounting, budget, and/or financeManagement consulting experienceBachelor's degree in accounting, finance, or business administration

Job Title: Financial Advisor
Company: First Command
Location: LAKE CITY, FL

Description:
Become a Financial Advisor with First Command COMPANY OVERVIEW: First Command develops comprehensive financial plans to assist individuals and families in their efforts to reduce debt, build wealth and pursue their financial goals and dreams. Through values-centered planning that encourages consistent saving, disciplined investing and a prudent insurance strategy, First Command Financial Advisors have established lasting relationships with hundreds of thousands of clients since 1958. DESCRIPTION: With a mission to improve the financial well-being of the individuals and families they service, First Command Financial Advisors help clients pursue their financial goals and dreams through personalized financial plans comprising investments, insurance and banking products and services. We embrace time-tested financial principles and advocate consistent saving, disciplined investing and a prudent insurance strategy as ways to reduce debt, build wealth and enhance financial security. As a First Command Financial Advisor, you’ll benefit from strong relationships with clients and your First Command family, enjoy the support to enable successful business results, and reap the financial and personal rewards of a career with unlimited potential for growth and advancement. First Command offers a generous compensation structure and gives you distinct competitive advantages to enable business-building results. Our training spans your career — from education, licensing and preparation for practice management to your initial mentoring and career-long professional development. We equip you with powerful technology tools for the preparation of financial plans to meet your clients’ goals for retirement planning, education planning, estate planning, business planning, risk management and more. Through partnerships with leading financial product providers, we supply you with a wide range of investment, insurance and banking products to help fulfill clients’ plans. We help sustain your success through expert IT support, optional virtual administrative assistance, compliance support, marketing support and expense support.

Job Title: Financial Representative / Financial Advisor
Company: Northwestern Mutual Financial
Location: Birmingham, AL

Description:
Job Description: As a Financial Representative with the Northwestern Mutual FinancialNetwork you will provide expert guidance for individuals and businesses in the areas ofretirement solutions, insurance and investment services, estate needs, business solutions,education funding, and employee benefits. You are in business for yourself – but you’renot alone. Supported by our network of specialists, training programs and mentoringopportunities, you have access to the resources; products and assistance you need to helpyour clients achieve their financial goals and build your practice.Accolades: Devotion to its policyowners and interaction with its communities has ledThe Northwestern Mutual Life Insurance Company through 150 years of industry success.Most Admired--According to the March 19, 2007, FORTUNE magazine survey, Northwestern Mutual has been named "America's Most Admired” life insurance company for 24 years.Financial Ratings--The Northwestern Mutual Life Insurance Company is, the nation's largest direct provider of individual life insurance, according to statistics compiled from A. M. Best data, has always received the best possible insurance financial strength ratings from Standard & Poor's (AAA), Fitch Ratings (AAA), A. M. Best (A++) and Moody's (Aaa).Selling Power: 50 Best Companies to Sell For, Nov./Dec. 2006"The 25 Best Service Companies to Sell For" - Ranked Northwestern Mutual #2BusinessWeek: 50 Best Places to Launch a CareerNorthwestern Mutual Financial Network was named as one of the 50 best places to launch a career in 2006. BusinessWeek highlighted the Network in its September of 2006 feature issue.Opportunity: The Northwestern Mutual Financial Network has projected the need for additional financial representatives nationwide over the next 12 months. If you’re a top notch performer, value the freedom of being your own boss, want to be financially rewarded for hard work and have the desire to impact people’s lives positively every day, then you may be a candidate we want to speak with about the opportunity.Preferred qualifications: To be considered for the position, you should have a bachelor’s degree from a four-year institution, have strong interpersonal skills, be self-motivated and have a history of personal success.To apply: If you enjoy working in a fast-paced, highly productive, value-driven environment, please Click Here. For more information, visit our Web Site at http://nmfn.com/ Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI, (NM) and its subsidiaries and affiliates. Financial Representatives are insurance agents of NM. Securities offered through Northwestern Mutual Investment Services, LLC, Register to View , wholly owned by NM, member NASD and SIPC.

Job Title: Financial Consultant, Sun Valley, Ca - Bilinqual English/Spanish
Company: Chase
Location: Sun Valley, 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, a Washington Mutual Inc. Company, 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. Candidates selected for this position will commence their employment subject to the payroll, polices and benefit plans in place for heritage WaMu employees at the same or similar levels. Candidates who remain employed will transition to JPMorgan Chase plans and policies at the same time as heritage WaMu employees, which is expected sometime in 2009. Requirements Qualifications 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 Bilingual English/Spanish Preferred We are an equal opportunity employer. We embrace differences, welcome diversity, and value a culture of respect.