1,000+ matching jobs for “Financial Consultant”How results work Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.
+1 location 2 postings
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering …
Added Oct 27, 2026
Pay posted by employer $28.85–$36.06 per hour
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering …
Added Oct 27, 2026
Pay posted by employer $95,600–$162,400 USD
… a stronger area expert. Major Duties: Responsible for performing a variety of accounting, analytical, & financial reporting duties ensuring client and investor activity reporting is prepared and completed appropriately. …
Added Oct 16, 2026
The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for …
Added Oct 27, 2026
Pay posted by employer $60,000–$70,000
The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for …
Added Oct 27, 2026
Pay posted by employer $60,000–$70,000
The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for …
Added Oct 27, 2026
Who You'll Work With Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, …
Added Oct 27, 2026
Pay posted by employer $60,000–$70,000
The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for …
Added Oct 27, 2026
Pay posted by employer $60,000–$70,000
The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for …
Added Oct 27, 2026
Pay posted by employer $60,000–$70,000
The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for …
Added Oct 27, 2026
The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for …
Added Oct 27, 2026
Pay posted by employer $60,000–$70,000
The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for …
Added Oct 27, 2026
Pay posted by employer $60,000–$70,000
The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for …
Added Oct 27, 2026
The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for …
Added Oct 27, 2026
Pay posted by employer $27–$33
National Outreach Relationship Consultant will build relationships by proactively calling existing and potential customers, engaging them via …
Added Nov 3, 2026
… may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email …
Added Nov 3, 2026
+4 locations
… the Partner AI Experience team, you are the Finance-focused functional expert within your pod for Workday’s Financial Management suite and its agentic AI capabilities. You help ensure the partner’s Finance-aligned teams — …
Added Oct 27, 2026
… clear commercial value and engage confidently with issuers, merchants, acquirers and partners. As Senior Consultant , Payments Authentication & Digital Identity, you will partner with Sales, Product and cross-functional …
Added Oct 27, 2026
+4 locations
Pay posted by employer $125,000–$187,500
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering …
Added Nov 3, 2026
+1 location
… for Charles River are looking to expand their established Implementation Services Team. The Principal Consultant is responsible for all aspects of implementation for the Charles River IMS. They will need to become a …
Added Oct 27, 2026
+1 more
Same role posted 2 times, once per location
Required Qualifications · employer excerpt Series 7 and 66 (or both the 63 and 65) is required; if 66 is not currently held, must be obtained within 90 days Demonstrated passion and interest in financial markets Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy Strong analytical and organizational skills Detail oriented, with strong follow-up skills 11 more in the full description below.
About this opportunity Original employer description Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Job Description:
Responsibilities:
Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
Required Qualifications:
Series 7 and 66 (or both the 63 and 65) is required; if 66 is not currently held, must be obtained within 90 days Demonstrated passion and interest in financial markets Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy Strong analytical and organizational skills Detail oriented, with strong follow-up skills Strong interpersonal skills Ability to multitask in a dynamic environment Basic knowledge of the organization, products and/or services Knowledge of financial markets and trading strategies Excellent verbal and written communication skills Proven ability to meet and exceed productivity and performance goals Technologically savvy and able to quickly learn new systems Ability to adapt and seek solutions for customers in a fast-paced environment Flexible to work assigned shift within center hours of operation Strong desire for point of call resolution Focus on client satisfaction
Desired Qualifications:
Call center experience Previous brokerage experience 1+ years of financial industry experience
Skills:
Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
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