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Financial Modeling Consultant Jobs

Financial Services Consultant Jobs
By Toyota of Pharr At , Pharr, 78577 $150,000 - $250,000 a year
Knowledge of current finance, insurance and aftermarket products, with at least one year of recent dealership experience.
Strong mathematical and analytical skills relevant to calculations of new and used vehicle finance options.
Comprehensive benefits program, including health care options (medical, dental and vision) and 401k savings and retirement plan with company match.
Training, resources and opportunities for career growth and advancement, tailored to individual performance, experience and interests.
Genuine interest in providing an exceptional customer experience.
Excellent communication, interpersonal and organizational skills.
Financial Consultant Jobs
By Empower At , Remote $52,000 - $64,000 a year
Demonstrated sales, relationship management and customer service skills
Bachelor's degree or an equivalent combination of education and professional work experience
Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions
Minimum of 1 year experience in sales, preferably inside sales
Previous experience with inbound and/or phone-based sales
Ability to quickly learn new systems and prior experience with SalesForce a plus
Financial Consultant - Remote
By Optum At , Eden Prairie, 55346, Mn
Experience working collaboratively and influencing across a matrix environment to drive revenue enhancement and expense management initiatives
Bachelor’s degree in finance in Finance, Business or related field or related work experience
Develop, perform and manage the analyses of business and financial metrics as well as performance measures
Develop, perform and manage all aspects of financial planning, budgeting and forecasting
3+ years of progressive financial experience
Proven experience driving business performance in a high growth and fast paced environment
Financial Services Consultant Jobs
By BMW of Ontario At , Ontario, 91761, Ca $120,000 - $200,000 a year
Knowledge of current finance, insurance and aftermarket products, with at least one year of recent dealership experience.
Strong mathematical and analytical skills relevant to calculations of new and used vehicle finance options.
Comprehensive benefits program, including health care options (medical, dental and vision) and 401k savings and retirement plan with company match.
Training, resources and opportunities for career growth and advancement, tailored to individual performance, experience and interests.
Genuine interest in providing an exceptional customer experience.
Excellent communication, interpersonal and organizational skills.
Remote Financial Consultant Jobs
By Capital Flow Enterprise At United States
Able to complete licensing requirements within 30 days
Part-Time and Full-Time Positions Available
Study, Learn, and execute with on-the-job training
Shadow client meetings, plan designs and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Financial Consultant Jobs
By GoldenGate Financials At United States
Able to complete licensing requirements within 30 days
Part-Time and Full-Time Positions Available
Study, Learn, and execute with on-the-job training
Shadow client meetings, plan designs and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Associate Financial Consultant Jobs
By Kennewick Independent Branch of Charles Schwab At Kennewick, WA, United States
Required minimum skills and qualifications:
In addition, ideal candidates will also have the following preferred qualifications:
· Minimum of two years of experience in the financial services industry
· Financial services business development experience
· Strong client relationship building experience
· Knowledge of brokerage/banking products and services
Financial Resource Consultant Jobs
By Kearney & Company At United States
Experience with Financial Management policies and procedures
Manage deadlines with evolving requirements, prioritizing based on client risks
Serves as an advisor (intermediate) to customer’s program and financial management teams in a variety of capacities.
Remain compliant with continuing professional education requirements
Providing advice and expertise in applying the standards of practice to budgeting, accounting, finance, and acquisition.
Preferred experience with working in FSMS.
Risk Modeling Jobs
By Santander Bank, N.A. At New York, NY, United States
Strong risk management principles, methodologies and tools, governance principles and activity preferably in a financial services technology environment.
Advanced knowledge and understanding/competency in regulatory matters and compliance.
Advanced risk, process, and control validation and/or assessment skills.
Advanced credit and risk, process, and control validation and/or assessment skills.
Assesses asset quality, status and appropriateness or existing risk controls/compliance with established underwriting policies/risk tolerance.
Ensures underwriting credit analysis is sound and justifies/mitigates the identified credit risk.
Financial Services Consultant Jobs
By EVA Financial Solutions At Albuquerque-Santa Fe Metropolitan Area, United States

Our financial consulting office is looking for people who have high character and a heart to serve others. We are looking to fill 5-10 vacant REMOTE positions with our company. We are growing FAST! ...

Financial Sales Consultant Jobs
By PNC At Pittsburgh, PA, United States

Understands PNC capabilities, educates and coaches customers on technology options.

Director, Financial Modeling Jobs
By BHG Financial At United States
Lead the process and preparation of forecast reporting packages, FP&A management dashboards and reporting of key metrics and business units.
At least 9-12 years of relevant FP&A experience, with strong leadership skills and the ability to think independently, strategically and operationally.
A bachelor’s degree in finance or accounting; CFA, CPA or MBA is a plus
Strong communication and presentation skills, excellent skills in excel modeling and PowerPoint.
Prior industry and/or asset securitization experience is desirable.
Company-sponsored training and certification opportunities
Financial Services Consultant Jobs
By Infinite Capital At United States
* Outstanding communication skills, both verbal & written
* Full, In-Depth Training Program
* Part-Time and Full-Time Positions Available
* Able to work effectively in a team environment
* Detail-oriented and the ability to follow up on tasks
* Work effectively under pressure and maintain a positive attitude
Financial Modeling Analyst Jobs
By BHG Financial At United States
3 years of progressive accounting or finance experience, with exposure to Financial Services and a CPA certification strongly preferred
Analyze complex financial information, identify trends/opportunities and provide recommendations to leadership/management for decision making.
Partner with other members of the Finance department to ensure accurate support for forecast figures are available upon request.
Bachelor's Degree is required, Finance, Accounting or Economics preferred
Must have strong knowledge of US Generally Accepted Accounting Principles
Experience with complex organizational structures and improving processes
Individual Financial Consultant Jobs
By TIAA At , , Tx $25.53 - $42.55 an hour
Determine where client has a need and create or manage associated opportunity to a won or lost sale.
Possess solid understanding of the organization’s digital new account opening requirements and processes to assist clients through this process.
Take inbound calls from both internal partners and clients to help identify product and investment needs.
Many of the client interactions will require as much as two hours or more on the phone with a consultant.
Make referrals to appropriate partners within the organization such as Individual Advisory Center (IAC), TIAA Client Relationships (TCR), and the Bank.
SRC Indicator: Series 7; Series 63; Series 65; Series 66
Financial Consultant Jobs
By Citizens Business Bank At Orange County, CA, United States

The Financial Consultant is responsible for supporting the CitizensTrust Investment Services business growth of a defined region / territory with a focus on the CBB internal channel. Incumbent works ...

Financial Management Consultant Jobs
By Significance At Norfolk, VA, United States

We have an immediate need for a Financial Management Consultant with professional, interpersonal and analytical skills, who enjoys working creatively with and actively contributing to his or her team, ...

Assistant Financial Consultant Jobs
By Chemung Canal Trust Company At Elmira, NY, United States
Manage at risk/abandoned property accounts, negative balance accounts, RMD’s and accounts missing information for updates and corrections.
Minimum 3 years’ experience in customer service preferred
Strong communicator and interpersonal skills
Input financial information and meeting notes in financial planning software.
Maintain an active awareness and understanding of rules and regulations that affect the investment and insurance business.
Accompany Financial Consultants and Senior Financial Advisors on client meetings.
Financial Consultant Jobs
By The Ohio State University At , Columbus, 43210, Oh $79,000 - $105,000 a year

Career Band: Individual Contributor - Specialized

The Target Hiring Range for this position is $79,000 to $105,000 per year.

Financial Consultant - Remote Opportunity
By Empower At Enfield, CT, United States
Demonstrated customer service, relationship management and sales skills
Bachelor's degree or an equivalent combination of education and professional work experience
Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions
Educate our customers on information specific to their retirement plan and offerings
Minimum of 1 year experience in sales, preferably phone sales
Effective communication skills and comfortable interacting with others