Corporate Financial Consultant Jobs

Job Title: Licensed Financial Advisor Needed - Company: Location: Los Angeles, CA Description: Independent Broker/Dealer has a Registered Representative position available in Pasadena, CA. Our organization looks for the right people to help build a successful investment program in our credit union environment. Qualified candidates will have: o FINRA Series 7, 63, 66 and state licenses are REQUIRED o Minimum of 3-5 years experience in sales of investment products (ideally in bank/credit union environment). o Must possess excellent customer service, communication, computer, and presentation skills. o Strong desire for a commission based position with a proven track record in investment sales. o Clean U4. Qualified applicants, please submit your resume to the email listed above. EOE.

Job Title: Financial Advisor Company: Ameriprise Location: Richardson, TX Description: Job ID: 77818 Location: Richardson, TX 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 company¹ 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.² You provide the initiative; we provide the support to help you succeed. Thrive in our diverse and inclusive environment with award-winning training,³ 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. ¹ 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. ² BusinessWeek magazine, September 4, 2008. ³ 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 Consultant Company: First Niagara Bank Location: Cortland, NY Description:                                                                                                           APPLY DIRECTLY TO: WWW.FNFG.COM/CAREERS                                        FINANCIAL CONSULTANT                SYRACUSE/CORTLAND REGIONJOB DUTIES:Having a passion for working with customers and their financial dreams.  The primary functions are to sell mutual funds, annuities, life insurance and investments through the branches of First Niagara.  Other responsibilities include the development of personal business and branch referrals.  Must work closely with branch personnel and provide appropriate sales and product training.  We believe in the power to do more with your money and helping our customers realize this vision. JOB REQUIREMENTS:-High School Diploma -NYS Life and Health Licenses and NASD Series 6 & 63 required-NASD Series 7 & 65 preferred-3 years banking/investment/insurance experience with proven sales success in financial services-Valid NYS Driver's licenseAPPLY DIRECTLY TO:   WWW.FNFG.COM/CAREERSJOB LOCATION:This position will be responsible for the Cortland and Syracuse Regions.

Job Title: Financial Advisor Associate - Ur Company: JPMorgan Chase Location: Chicago, IL Description: Title: Financial Advisor Associate - Urbana, ILLocation: IL-UrbanaAs a Chase Retail Investment Services Financial Advisor, you will acquire and deepen relationships with clients through comprehensive needs based selling of Investment products within our branch environment. This position requires you to conform to legal and regulatory requirements and guidelines associated with FINRA, SEC, CISG and JPMorgan Chase. You will also be required to demonstrate technical expertise, strong sales results in investments and fiduciary products, and strong interpersonal skills as well as provide exceptional service throughout the sales process.If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase. Further information about careers at JPMorgan Chase can be found on our website: www.jpmorganchase.com.* At least two years of financial service sales experience (phone-based sales a plus)* Excellent communication and organizational skills* FINRA Series 7 and 63 licensing required in addition to meeting and exceeding FINRA continuing education requirements and the appropriate state Group 1 - Life and Variable Annuity License* Series 65 and/or 66 license preferred* Acceptable compliance record in prior position(s)* Investment sales, insurance and financial planning experience required* Excellent track record from a legal and consummation of sale perspectiveJPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V

Job Title: Associate Financial Consultant- Grand Rapids, MI Company: Charles Schwab Location: Grand Rapids, MI Description: Charles Schwab?s purpose is to help everyone become financially fit.  Through advocacy and innovation, Schwab has worked to make investing more affordable, more accessible and more understandable for all.  For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them. At Schwab, we respect the unique differences of our employees, our clients and the communities we serve ? striving to create a consistent and rewarding employee experience.  If you share our enthusiasm for helping others, building trusted relationships, possess high ethical standards, and have a desire to learn and grow, there?s a place for you at Schwab!   Organization Objective/Purpose: Building strong, personal relationships with our clients is a key component of our business strategy. Our Associate Financial Consultants will pursue this mission through: - Proactive outbound calls to Schwab clients, partnering with subject matter experts, peers and managers.  - Delivering unparalleled value and outstanding service. - Presenting clients and prospects with a growing array of financial services and products.   Brief Description of Role: We are looking for people with a passion for helping clients?. - Meeting with clients and prospects to identify/analyze their assets and financial goals/objectives, referring more complex financial situations when appropriate. - Providing comprehensive, high touch service and advice to clients and prospects. - Proactive outbound calling.  We value integrity, open communication, perseverance and relentless service to our clients. If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as an Associate Financial Consultant at Charles Schwab.   Technical/Functional Qualifications: We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: - Undergraduate degree  - Series 7 and 63 required, Series 66 preferred - 2 plus years of experience in the financial services industry  - Financial Sales experience preferred   - Knowledge of brokerage/banking products and services - Strong client relationship building experience  This is a summary only and duties and responsibilities may be changed from time to time, or over time.

Job Title: Financial Consultant Company: Humana Location: Louisville, KY Description: Humana Inc., headquartered in Louisville, Kentucky, is one of the nation's largest publicly traded health benefits companies. Humana offers a diversified portfolio of health insurance products and related services - through traditional and consumer-choice plans - to employer groups, government-sponsored plans, and individuals. Today, Humana is a leader in consumer engagement. Throughout its diversified customer portfolio, the company provides guidance that can both help lower costs and lead to a better health plan experience.Role: Finance/Accounting ConsultantLouisville, KentuckyAre you a fit?Are you an analytical thinker and a self-starter? Would you enjoy using your business knowledge to help analyze and improve current financial processes and procedures?Assignment CapsuleAs a Finance/Accounting Consultant you will: perform analysis of data in the areas of financial reporting and planning, profit improvement initiatives and on various departmental projects, using the results you generate to create financial reports. You will also act as a Finance liaison, partnering with associates from other business areas on special projects.Develop methods and criteria for measuring and summarizing financial data and preparing complex analysesDevelop project plans and help implement the testing of business requirements throughout the projectsManage day-to-day tasks related to specific finance projectsEnsure departmental adherence to corporate guidelines, performance standards and all applicable laws and regulationsKey CompetenciesBuilds Trust: You honor your word by doing what you say you are going to do.Implementation/Execution: You are good at organizing and managing multiple priorities and/or projects by using appropriate methodologies and tools.Innovate: You introduce new ideas and processes which improve performance and productivity.Problem Solving: You are a problem solver with the ability to encourage others in collaborative problem solving. Acting as both a broker and consultant regarding resources, you engage others in problem solving without taking over.Role EssentialsBachelor’s Degree in Finance, Accounting or a related field5+ years of accounting and/or finance experienceComprehensive knowledge of all Microsoft Office applications, Visual Basic, Access and multi-dimensional databasesStrong technology/data manipulation skills Role DesirablesMaster’s Degree in Business Administration or a related fieldCertified Public Accountant licenseKnowledge and experience developing applications utilizing SQL (Microsoft and/or Oracle tools) Reporting RelationshipsYou will report to a Finance Manager. This area is under the leadership of the SVP & Chief Financial Officer.

Job Title: Financial Advisor Company: Location: Brooklyn, NY Description: This is a great opportunity to make extra money or if you are really driven a job that can be full time. No base salary. You will be making a difference in people

Job Title: STOCK BROKER TRAINEE & FINANCIAL ADVISORS Company: Location: New York City, NY Description: Wall street firm seeking for self-motivated individual to work in an independent office. Must have strong communication skills, college level and financial knowledge. Will sponsor for Series 7 & 63. Please call Jim at Register to View

Job Title: Financial Advisor Company: Robert Half Finance & Accounting Location: San Francisco, CA Description: Job Title: Financial Advisor JobId: 00420-121911 City: San Francisco State: CA Zip Code: 94104 Description: Our client, a San Francisco Financial Services company seeks a Financial Advisor to join their existing dynamic and expanding team. This company is exciting, innovative, and has an entrepreneurial spirit that has attracted the best and brightest to join their team! This is a very stable, yet hugely growing opportunity. They are looking for a candidate who can hit the ground running. Responsibilities for the Financial Advisor includes but are not limited to the following: ? Conduct annual comprehensive client financial reviews. ? Manage process for monitoring each clients progress toward achievement of financial goals ? Expand existing Client Group through development of strategic alliances, referrals, and promotion of firm within the community ? Manage effectiveness and efficiency of the entire financial planning Compensation is 100K+ Depending on Experience Please contact: Emily Yep Tadlock Register to View

Job Title: FINANCIAL CONSULTANT II--Dallas, TX Company: Capital One Location: Dallas, TX Description: Great People Make Great Companies! When we say our success is all about the talented people who work here, we’ve got the track record to prove it. Our competitive edge begins with the people that we recruit to our team. Just as we use information to develop and grow our products, we apply the same strategy in identifying talented people who will succeed and make a difference at Capital One®. Responsibilities:The Financial Consultant assists clients in meeting their financial goals through personalized, in-depth counseling and recommendations of appropriate investments in equity and debt instruments. Help to determine proper strategy based on anticipated needs to risk tolerance. Keep current on markets and securities of importance to clients. Continually review research materials and financial news for areas of opportunity and concern. Work with officers throughout the Bank to bring the above services to our banking customers and to interest their clients in the benefits of doing business at Capital One.Basic Qualifications: • Bachelors Degree • Series 7 or 6 • 4 years of experience with a recognized brokerage firm, including successful completion of in-depth training program Preferred Qualifications: • Proven track record with production averaging $200K-$700K per year.• Series7/63 and TX Group One Capital One will not file non-immigrant visa petitions for alien workers. As a recipient of TARP funding and under ARRA regulations, Capital One will not sponsor new H-1B petitions or transfer existing H1B Visas. Fingerprinting required based on SEC Regulations for this position upon the first day of employment. Capital One will not file non-immigrant visa petitions for alien workers. As a recipient of TARP funding subject to the ARRA, Capital One will not sponsor new H-1B petitions or transfer existing H1B visas for new hires to Capital One.No agencies please. Capital One is an equal opportunity employer committed to diversity in the workplace. We promote a drug-free work environment. We emphasize recruiting, hiring, and retaining the most qualified candidates and providing them with the opportunity to meet their potential. We provide an environment where differences lead to solutions.Other desired skills: Financial Consultant