• Financial Consultant Partner

    Charles Schwab (Huntington Station, NY)
    …and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support ... client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant . The Financial Consultant Partner will help grow… more
    Charles Schwab (05/21/25)
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  • Senior Financial Consultant

    HUB International (New York, NY)
    …and acquisitions. We currently have an opportunity for a **Senior** ** Financial Consultant ** in Employee Benefits. **Essential Responsibilities and Points ... offices is facilitated and supported: Train Senior AEs on financial tools and dashboards. + Manage and oversee large...manage client insurance risk(s) with the goal to minimize financial impact to in-force benefit programs through: + Generate… more
    HUB International (05/20/25)
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  • VP, Financial Consultant - New York,…

    Charles Schwab (New York, NY)
    …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients... futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust,… more
    Charles Schwab (05/22/25)
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  • Financial Consultant

    HUB International (New York, NY)
    …in mergers and acquisitions. We currently have an opportunity for a ** Financial Consultant ** in Employee Benefits. **General Purpose** Responsible for providing ... + Manage data collection process. + Perform data analysis and basic financial analysis. + Conduct plan performance analysis. + Develop claims projections for… more
    HUB International (05/20/25)
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  • New York Internal Audit & Financial

    Robert Half (New York, NY)
    JOB REQUISITION New York Internal Audit & Financial Advisory ( Financial Services) Senior Consultant LOCATION NEW YORK CITY ADDITIONAL LOCATION(S) JOB ... We Need You: Protiviti is looking for an Internal Audit & Financial Advisory Senior Consultant to join our growing Financial Services team. Protiviti's … more
    Robert Half (05/10/25)
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  • Capgemini Invent - Consultant / Senior…

    Capgemini (New York, NY)
    …of €22.5 billion. **Job:** **Organization:** _INVENT OTHERS_ **Title:** _Capgemini Invent - Consultant / Senior Consultant - Financial Services_ ... skilled and motivated Consultants or Senior Consultants with a strong background in Financial Services and Consulting. The ideal candidate will have 3-10 years of… more
    Capgemini (05/07/25)
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  • Financial Consultant

    NBT Bank (Vestal, NY)
    …and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate ... Program (EAP) : Access to support and resources. + Financial and Banking Services : Various benefits and ...Financial and Banking Services : Various benefits and financial planning assistance . Benefits for Part-Time Employees Working… more
    NBT Bank (05/02/25)
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  • Financial Consultant

    Chemung Canal Trust Company (Elmira, NY)
    …for Program Manager review and ensures proper commissions are received/recorded from LPL Financial and other third party providers as necessary. + Works with Program ... respond to client inquiries within established company standards. + Markets financial services by soliciting prospective and current clients, ascertaining their… more
    Chemung Canal Trust Company (05/20/25)
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  • Investment Consultant

    Charles Schwab (Manhasset, NY)
    …Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and ... career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active… more
    Charles Schwab (05/21/25)
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  • Commercial Financial Services | Senior…

    Guidehouse (New York, NY)
    …Required** **:** None **What You Will Do** **:** As a Senior Consultant with Guidehouse, you will have responsibility for client management, solution implementation ... with client sponsors and consulting leaders. As a Senior Consultant , you will be expected to prepare and communicate...years of experience in the banking industry or commercial financial services consulting + 3+ years' experience in one… more
    Guidehouse (03/15/25)
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