Entry Level Financial Consultant Jobs

Exceptional attention to detail and emphasis on risk management

Utilize investigative skills to address daily client inquiries and troubleshoot issues

Skill in presenting complex information clearly and concisely

Effective interpersonal skills for successful teamwork

Gain experience within Investment Banking’s Big 4

Collaborate with clients and other client services teams to process asset transfer requests

► Option to work remotely by computer and phone (in the office, at home or anywhere)

► Professional industry (training and license) with clear advancement path to management and business ownership

Work from home or remote; an online career during and after Covid-19.

► No prior formal industry experience required

► Learn financial strategies to improve personal knowledge and help others

►Able to complete licensing requirements within 30 days

Consult with management to guide and influence long term and strategic decision making within the broadest scope

Proven working experience as a Finance Analyst

Proven knowledge of financial forecasting and diagnosis, corporate finance and information analysis

Gain and update job knowledge to remain informed about novelty in the field

Hands on experience with statistical analysis and statistical packages

Outstanding presentation, reporting and communication skills

Weekly Guarantee Pay + Benefits + Bonus

No prior experience necessary, as this is a consulting position.

Average 1st year income: $80,000 (Years 2+ $125,000)

THIS JOB IS MINIMALLY AFFECTED BY THE ECONOMY (COVID-19)

Culture a Top Priority (Trip rewards, team-building outings)

We are currently in 10 cities and opening more due to the proven success of our representatives.

Invest personally and professionally some time outside of work to strengthen their leadership, customer service, and management skills

Coach and mentor other Entry Level Management Consultants within the office that is in need of a support system

Continue ongoing networking with other top Business Development Representatives and Managers that will help grow one’s knowledge base

Entry Level Management Consultant’s Essential Duties:

Professional experience preferred in the customer service, marketing, and/or sales industry

Research each business/company assigned and stay current on other competitors to maintain our lead within the industry

This position is Remote. Must have Hi Speed Internet to work from home.

Demonstrate an in-depth knowledge of digital marketing.

Health, Dental, and Vision Benefits

Perform 85-100 outbound calls daily to select Healthcare practice across the U.S.

Schedule appointments daily with interested decision makers and send those appointments over to an Account Executive to close.

Work jointly with Account Executives in ensuring prospects show up to their appointments.

Solid analytical skills and problem solving abilities

Bachelors degree in Finance or related field

Good written and verbal communication skills

Excellent team skills and be capable of working within a group toward the completion of a single goal

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans

Your Future: 401k Matching Program, Professional Development Reimbursement

Participates in the design and delivery of presentations on project status and outcomes to management.

An inclusive, client-centered environment where you can develop new skills, enhance your overall business knowledge and work with world-class professionals

Bachelor’s degree in healthcare related degree program, finance, data analytics, or technology all accepted

Excellent written and verbal communications skills

A dynamic, diverse work experience in a growing global organization

Intensive customized training, including in-house leadership development programs, continuing professional education courses, and both classroom and on-the-job training

Matching candidates with suitable roles

Ability to make calls without being deterred

Paid day off on your birthday

Strong leadership or management skills, with a demonstrated ability to effectively manage multiple on-going assignments

Ability to handle multiple tasks, good time management, and organization skills

Excellent written and verbal communication skills

Develop best practices surrounding the use of marketing systems to drive team business and community outreach objectives

Collaborate with Senior Leadership to assist with the hiring, onboarding and training of new employees

Assist in developing product presentations and training materials for department meetings/workshops with new team members

Provide financial planning support to clients

Support investment professionals to cultivate client relationships

Prepare financial plans and check their accuracy

Life Producer/Securities licenses preferred but not required

Must be a United State citizen

Bilingual preferred but not required

Report daily and weekly sales metrics of our entry-level team to upper management

Comprehensive Management Training Program led by industry-leaders

Hands-on coaching and mentorship from Senior-Level Management Consultants

Present features and benefits of specific products to customers to fit their needs

Fundamental understanding of all products/services offered by our renowned clientele

1 year of experience in an environment working with other people in any industry is required

Excellent presentation skills and a proven successful track record of leadership, innovation, problem solving and networking abilities

Spearhead staffing searches for niche/emerging technological skill sets and/or executive level recruitment.

Present hiring and interviewing recommendations to managers and provide full-service support through hiring process by developing sourcing strategy.

Bachelor's degree from a major four-year university; will consider work experience in lieu of a degree

1+ years experience in a relevant industry

2+ years experience interfacing with clients and candidates

Strong leadership or management skills, with a demonstrated ability to effectively manage multiple on-going assignments

Ability to handle multiple tasks, good time management, and organization skills

Excellent written and verbal communication skills

Develop best practices surrounding the use of marketing systems to drive team business and community outreach objectives

Collaborate with Senior Leadership to assist with the hiring, onboarding and training of new employees

Assist in developing product presentations and training materials for department meetings/workshops with new team members

Previous experience in assisting internal and external auditors during financial and operational audits

Join in on monitoring and maintaining internal accounting controls to ensure compliance with Sarbanes Oxley requirements

Less than one year of experience required

Excellent oral and written communications skills

Proficient computer skills including word processing, spreadsheets, presentation software, as well as databases and customer database systems

BA/BS degree in finance or a related field

Finance experience not necessary - We have training programs!

Financial Consultant (Entry-Level) - Management Opportunities in 2 Years!

• Advancement and management opportunities within 2 years

Provide knowledgeable, customized financial guidance

Benefits of working with us:

• Compensation you control and a complete benefits package

✔Remote Opportunity - Work from Home or anywhere with Wi-Fi

✔ Advancement capability to management and increased income

✔Teaching, finance, sales, sports, or military background

✔ NO prior formal industry experience required

✔ Learn financial strategies to improve your own knowledge and help others

✔ Bachelor's degree in finance, business, economics or related field

Train all new team members on company policies & procedures

Ensure all team members maintain continuous training as needed

Roleplay customer service and sales procedures daily or weekly with all appropriate team members

Maintain a positive, productive culture among all team members

Encourage teamwork, positivity, and accountability among all team members

Maintain accurate and timely records on all team members, including on any disciplinary processes

Report daily and weekly sales metrics of our entry-level team to upper management

Comprehensive Management Training Program led by industry-leaders

Hands-on coaching and mentorship from Senior-Level Management Consultants

Present features and benefits of specific products to customers to fit their needs

Fundamental understanding of all products/services offered by our renowned clientele

1 year of experience in an environment working with other people in any industry is required