Financial Consultant

Financial Consultant Finance Jobs

32 jobs found

Today

Financial Consultant

Logix Federal Credit Union Valencia, CA

Valencia, CA

Today

$53k+/yr Full time Marketing Business Development Client Relations

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Job Description

Logix Federal Credit Union is hiring a Financial Consultant to support client goals and drive investment sales through LFCU Brokerage & Insurance Services. This onsite role in Valencia, CA focuses on meeting monthly sales targets by connecting with members, identifying financial needs, and delivering guidance across investment products.

Reporting to the credit union’s sales and advisory functions, the Financial Consultant will also handle key operational tasks, coordinate educational seminars, and ensure all activity follows applicable regulatory requirements. The position offers USD 52,728 per year.

Key Responsibilities

Actively prospect the credit union membership to identify potential clients.
Develop member leads through marketing and referral programs for sales staff.
Comply with all regulatory FINRA and State Insurance laws and regulations.
Process new account applications.
Coordinate and present financial information seminars at the credit union or other locations.
Process ticket orders and other operational paperwork in a timely manner.
Cross-sell products and services offered at the credit union.
Generate a minimum of $20,000 gross commissions monthly or meet an assigned goal.
Meet with members to explain the features and benefits of mutual funds, annuities, and other investment related products.
Ensure risk profiles, goals, objectives, and asset allocations are aligned and accurately reflected for each client.
Deliver a full range of investment products and services aligned to client goals and strategies, leveraging specialists and applicable investment management tools where appropriate.
Provide prompt, efficient, and courteous service to both members and co-workers.
Adhere to the member experience standards defined by management.
Work closely with other credit union departments and maintain positive relationships.
Report to work consistently, on time, as scheduled.

Requirements

4 Year / Bachelors Degree (bachelors degree preferred).
Minimum of 3 years of experience in the securities industry.
At least three years recent sales experience offering mutual funds, annuities, and insurance products.
Thorough knowledge of financial markets as they relate to securities and insurance sales and marketing.
Ability to collect and analyze data and analyze periodic financial and insurance-related products.
Community involvement is considered a plus.
California Life Only Insurance agent’s and variable contract licenses are required.
NASD series 7, 63, 65 and/or 66 licenses are required.
Series 6 and 63 may be considered with extensive experience.
Advanced industry accreditation such as CFP, CRPC, or AAMS is required.
Qualified candidates without required credentials must be able to obtain them within six (6) months of hire.
Working experience using the Microsoft Office suite of products.

Tools & Technologies

Microsoft Office

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Today

Licensed Life Insurance Agent/Financial Consultant

Armed Forces Benefits Network Lakewood, WA

Lakewood, WA

Today

$65k - $85k/yr Full time Advisor Client Relations Financial Advisor

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Job Description

Armed Forces Benefits Network supports licensed professionals with a flexible schedule, free leads, and a sales approach designed to keep your time focused. This hybrid role in Lakewood, WA pairs commission-based earnings with pre-scheduled, face-to-face appointments and a clear path to management for strong performers.

What you will do

Conduct face-to-face appointments in your local area, with no travel required
Work 25–40 hours per week, primarily afternoons and evenings
Use confident conversation to build relationships
Use free leads provided to support your appointment schedule

How your pay works

This is a commission role with monthly production bonuses. Compensation ranges from $65,000 to $85,000 per year.

What we need from you

Life Insurance License required. If you do not have one, you must obtain it at time of hire
Ability to get on JBLM. Base access is required for this position
Location: Lakewood, WA 98498 (Preferred)

Schedule and working model

Hybrid remote in Lakewood, WA 98498
Hours: 25–40 hours per week, primarily afternoons and evenings

What makes someone successful here

Confident conversational style and interest in building relationships
Strong time management and a self-directed work approach
Goal-oriented mindset with income tied to output
No prior sales or insurance experience required; training is provided

Role snapshot: Competitive, simplified-issue products, free leads, local face-to-face appointments, commission-based pay, and a clear path to management.

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5d ago

SAP Finance Consultant

Blue Space Healthcare Los Angeles, CA

Los Angeles, CA

5d ago

$65 - $70/hr Full time Accounting ERP Financial Consultant

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Job Description

Blue Space Healthcare is hiring an experienced SAP FI Functional Consultant to configure, implement, and support SAP Financial Accounting in a hybrid role in Los Angeles, CA.

Responsibilities

Configure, implement, and support SAP FI functionality aligned to business and financial requirements
Support core financial processes including General Ledger (GL)
Support core financial processes including Accounts Payable (AP)
Support core financial processes including Accounts Receivable (AR)
Support core financial processes including Asset Accounting (AA)
Support Bank Accounting
Support Financial Closing and Reporting, including month-end, quarter-end, and year-end close activities
Work with finance and accounting teams to understand processes and translate requirements into SAP solutions
Configure and support integration between SAP FI and CO, MM, SD, and other SAP modules
Analyze production issues, perform root-cause analysis, and provide timely resolutions
Support system enhancements, testing, documentation, user training, and deployment activities
Participate in SAP S/4HANA implementation, migration, enhancement, or support initiatives
Collaborate with functional and technical teams on interfaces, reports, conversions, enhancements, and workflows
Ensure SAP financial processes comply with internal controls, accounting standards, and business requirements
Support financial processes related to manufacturing, inventory, procurement, sales, distribution, and supply chain operations

Requirements

Strong hands-on experience as an SAP FI Functional Consultant
Extensive knowledge of GL, AP, AR, Asset Accounting, Bank Accounting, and Financial Closing
Strong understanding of FI integration with CO, MM, and SD
Experience gathering requirements, designing solutions, configuring SAP, and supporting testing and deployment
Experience working directly with finance and business stakeholders
Strong troubleshooting and analytical skills
Excellent communication and documentation skills

Technologies

SAP FI
SAP Financial Accounting
SAP CO
SAP MM
SAP SD
SAP PP
SAP S/4HANA

Food & Beverage Industry Experience (Highly Preferred)

Prior experience supporting Food & Beverage or Consumer Products organizations, especially financial processes involving manufacturing and production
Experience involving inventory valuation and material movements
Exposure to cost of goods sold (COGS) processes
Experience supporting procurement and vendor accounting
Experience with customer billing and revenue recognition
Experience covering product costing and profitability
Experience with intercompany transactions
Experience involving distribution and supply chain operations
Experience with high-volume financial transactions

Preferred Qualifications

Experience with SAP S/4HANA Finance
Previous experience in Food & Beverage, Consumer Products, Manufacturing, or Retail
Experience with SAP CO, including cost center accounting, profit center accounting, internal orders, and product costing
Experience with SAP implementations, upgrades, migrations, or transformation projects
Knowledge of financial reporting, compliance, and internal controls

Location: Los Angeles, CA (hybrid)

Compensation: USD 65 - 70 per hour

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1mo ago

Financial Analysis Consultant

Banner Health Phoenix, AZ 📍 Arizona Remote

Phoenix, AZ

1mo ago Closed

$35 - $58/hr Full time Analytical Skills Budget Management Client Relations

This position is no longer accepting applications (closed Sep 14, 2026).

Job Description

This role provides financial analysis support to strengthen financial positioning and future growth for an assigned area or region, including leadership in planning, reporting, and key performance indicators. The position supports enterprise financial activities while partnering across Finance Operations, clinical leaders, and cross-functional teams.

Location and Work Details

Location: Phoenix, AZ (remote)
Work shift: Day
Job category: Finance
Remote eligibility: Candidates must reside in the state of Arizona to be considered.

Compensation

Estimated pay range: USD 35.37 to 58.95 per hour

Department

Fiscal Services

Role Summary

This position offers analytical support for the financial positioning and future growth of an assigned area or region. The role leads the development, analysis, and preparation of financial plans, reporting, and key performance indicators to align with overall system and entity strategic goals and objectives.

Key Responsibilities

Support the monthly close process, quarterly rolling forecasts, budgeting, and forecasting, ensuring financial reporting is accurate and delivered on time.
Conduct ad hoc financial analyses and provide insights that support operational and strategic decision-making.
Prepare and submit reports to corporate partners.
Collaborate with Finance Operations, clinical leaders, and cross-functional teams to review financial performance, identify trends, and support process improvement initiatives.
Participate in department meetings and lead or contribute to special projects based on business needs.
Gather and challenge assumptions from multi-disciplinary teams, develop financial proformas, and assist with the preparation and presentation of business plans.
Lead key financial processes within an assigned area or region (including operating budgets, forecasting, program reporting and analysis, charge management, cost accounting, decision support, and contracting and reimbursement analysis) by coordinating resources, communication, and process teams.
Support regulatory compliance within assigned business unit(s) by providing assistance, coordination, and education as needed for compliance within contractual and regulatory requirements.
Identify operating improvements and efficiencies by reviewing management reports and performing financial analysis to surface important trends and variances.
Implement and guide process changes based on data and provide strategic financial guidance using high-level analysis across multiple data elements.
Coordinate financial systems implementation and support for software products to enhance current and future functionality; develop and present ongoing financial indicators and education programs aligned to assigned business unit needs.
Prepare accurate and timely management and regulatory reports by pulling data from multiple sources, using consistent reporting formats, and supporting meaningful performance measure development.
Provide financial analysis support for multiple Banner facilities, with regional accountability for assignments at different Banner locations.
Handle complex problems by performing in-depth evaluation of relevant factors, working with minimal supervision, and prioritizing multiple projects using sophisticated software programs.

Minimum Qualifications

Bachelor’s degree in Accounting, Finance, or Business Administration, or equivalent experience.
Proficiency typically achieved with 7+ years of financial management experience.
Ability to work with minimal supervision and prioritize multiple projects.
Excellent human relations skills; ability to communicate effectively verbally and in writing with staff at all levels and outside professionals.
Proficiency in sophisticated software programs, with proven advanced analytical and modeling skills.
Operational skills and knowledge in healthcare, with strong leadership and confidence.
Ability to read and understand technical pronouncements, identify compliance issues, and make independent decisions.
Interacts with Regulatory Agencies, Information Services, Benefits, Finance, and Human Resources to support timely, accurate, and efficient reporting of data and processes.

Preferred Qualifications

Previous supervisory or team leadership experience.
Master of Business Administration (MBA).
Experience in healthcare financial management.
Additional related education and/or experience.

EEO Statement

EEO/Disabled/Veterans

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1mo ago

Financial Consultant

Nusenda Credit Union Santa Fe, NM

Santa Fe, NM

1mo ago Closed

Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Aug 28, 2026).

Job Description

Nusenda Credit Union offers health and wellness options, 401(k) matching contributions, opportunities for professional development, and tuition assistance. This onsite, full-time Financial Consultant role is based at the Southside Branch in Santa Fe, NM, and features a 37 to 40 hour workweek. In this position, you provide consultative financial guidance to members, educate on value‑added products, and refer to business services, mortgage, home equity lending, and investment services.

Benefits

Health and wellness options
401(k) matching contributions
Professional development
Tuition assistance

Responsibilities

Assist members with their financial needs through a consultative, needs-based approach
Identify and educate members on value-added products and services to meet individual needs, including opening and closing accounts or memberships, consumer loans (excluding home loan products), and answering questions about products and services
Refer members to specialized departments as needed
Support the Teller line as needed
Handle problem resolution within your authority
Process transactions in accordance with established policies, procedures, laws and regulations, with a high degree of accuracy

Requirements

Three to five years of similar or related experience
High School Diploma or GED
Knowledge of Teller and Platform Operations
Ability to provide exceptional service
Accuracy in numbers, procedural detail, processing, and balancing negotiable instruments
Capacity to handle multiple responsibilities, meet deadlines, manage sensitive information, and resolve problems
Effective communication with internal and external customers in person and via email

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1mo ago

Financial Consultant

Truist Bank Lexington, KY

Lexington, KY

1mo ago Closed

Full time Advisor Advisor Services Analytical Skills

This position is no longer accepting applications (closed Aug 27, 2026).

Job Description

Truist Bank is seeking a Financial Consultant to support one or more Financial Advisors in Lexington, KY. This onsite role blends consultative client engagement with sales and technical support, helping current clients achieve their financial objectives while actively identifying prospective clients. You will provide leadership to the Financial Advisor team and contribute to both short-term planning and long-term strategy, strengthening the team’s value proposition for clients.

Responsibilities

Help steer the strategic direction of the Financial Advisor team to drive revenue growth.
Consult with clients and prospective clients to analyze goals, risk tolerance, and objectives, recommending investment products and services that align with their needs and implementing those solutions when appropriate.
Assist clients with trades, information requests, research, and account-related issues.
Deliver ongoing client relationship management support, including counsel, relationship reviews, and service initiatives.
Contribute to the preparation and delivery of client presentations and engagements.
Support the Advisor in maintaining a profitable level of securities and insurance sales by pursuing opportunities identified through external networking and internal referrals.
Adhere to professional and ethical standards established by Truist, FINRA, and other regulatory bodies.

Requirements

Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
Four years of professional experience, including at least one year in the securities industry.
FINRA Series 7 and 66 licenses.
Applicable state health and life insurance licenses, with jurisdictional registrations matching the supported advisors.
Organized and self-motivated, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
Proficiency in basic computer applications, particularly Microsoft Office.

Technologies

Microsoft Office

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment insurance
Tax-preferred savings accounts
401(k) plan
Vacation days
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan

Eligibility note: All regular teammates working 20 hours or more per week are eligible for benefits, with coverage including medical, dental, vision, life insurance, disability, and a 401(k) plan, along with paid time off.

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2mo ago

Financial Consultant

Gallagher Benefit Services Walnut Creek, CA

Walnut Creek, CA

2mo ago Closed

$70k - $137k/yr Full time Analytical Skills Budget Management Client Relations

This position is no longer accepting applications (closed Aug 21, 2026).

Job Description

The Financial Consultant role at Gallagher Benefit Services is an onsite position in Walnut Creek, CA. This role guides account teams and clients in financial decision making using specialized tools and represents the Financial & Actuarial Consulting team in core service discussions and client-facing meetings. It requires a Bachelor's degree, a minimum of three years of experience in the employee benefits field in an underwriting capacity, and offers a salary range of USD 70,000 to 136,500 per year.

Responsibilities

Apply advanced skills to evaluate and present monthly, quarterly, and annual reports that reflect client financial status, track product line expenses, renewal projections, funding levels, and rates to Account Management teams and clients as needed.
Train subordinates and develop their capabilities.
Demonstrate proficiency with various proprietary models and tools used to calculate financial results.
Analyze carrier data for clients and provide recommendations to account teams or clients to effectively negotiate rates and funding levels.
Prepare, analyze, and consult on diverse client deliverables defined by the Financial & Actuarial Consulting team scope of services.
Assess whether analyses make sense beyond the numbers and think conceptually about outcomes.
Complete special assignments as directed by management.
Maintain workflow tracking applications or logs in line with management and departmental protocols.
Oversee review of contract documents to understand client parameters that may impact financial reports and identify training opportunities for subordinates.
Evaluate, assign, monitor, and peer review reports produced by subordinates within the Financial Benefits Consulting team when requested.
Demonstrate the ability to gather required data for successful project completion with minimal supervision.
Serve as a resource to branch office staff to resolve complex underwriting questions raised by clients.
Stay informed about local market developments to keep branches equipped with competitive tools.
Assist in preparing presentations, campaigns, newsletters, and other materials related to Financial Benefits Consulting policies and services for internal staff and clients/prospects.
Maintain proficiency with internal systems, including workflow tracking applications, and ensure compliance.
Exhibit strong oral and written communication and presentation skills.
Manage escalated service issues to productive outcomes.
Oversee communications from Analysts regarding processes and data needed for effective client financial analysis.
Peer review and suggest improvements for materials and notices shared across the region and the divisional Financial Benefits Consulting team.

Requirements

Bachelor's degree.
Three years of experience within the employee benefits field in an underwriting capacity.
Working knowledge of Microsoft Windows applications.
Working knowledge of Microsoft Office.