Total 2,111 Financial Consultant job vacancies in The United States of America

Job Highlights

· Build relationships with clients

· Career Advancement

Job Responsibilities

Acquire and manage a pool of clients’ investment portfolios

· Understand clients’ financial objectives and investment requirements

· Provide information and comparisons for clients to make informed decisions

· Building and maintaining long-term relationship with clients

· Developing own network with new and existing clients

· Assist clients on their wealth accumulation and protection needs

· Provide recommendation to help clients meet their financial goals and needs

Job Requirements (MAS)

· At least 21 years old

· A full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore or equivalent

· Driven and ambitious to succeed

· Highly Client-focused and people-oriented

· Candidates with sales & investment experience will be highly preferred.

· Candidates with experience will be considered for a senior role

Version 1 seeks an experienced Oracle Finance Consultant. The successful candidate will join our GCC based Oracle e-Business Suite Functional team, forming part of Version 1’s ERP Practice. Candidate should be customer focused and process driven with great documentation skills.  

Responsibilities:

• Provide day to day application support for a variety of clients.
• Requirements gathering and documentation for business changes.
• Work with technical consultants to deliver client requirements.
• Liaise directly with clients to ensure all requests for change are properly designed, assessed, prioritized, and managed through to completion.
• Assist with transitioning clients into support post R12 upgrade projects and from competitors.
• Identifying persistent problems and work with key stakeholders to address the root causes.
• Providing end user application and functionality training.
• Creating test plans and coordinating testing with the different stakeholders.
• Assist in defining and optimizing simple yet effective business processes and drive change within the organization through negotiation and consensus-building.
• Help ensure that MS ERP initiatives follow the proper planning, scheduling, and management processes.
• Assist with risk management and change management on projects.

Looking for a fulfilling career that optimizes your own learning, welfare, and financial qualities? Aspiring to have flexibility in your career and recognition for your hard work? Join us!Whether you are a fresh graduate looking to start a career in the financial industry, an individual looking for a career switch, or an experienced Insurance and Financial practitioner with loads of passion, we have the right platform to ensure your success. Through our effective training programmes, rest assure that your career path is well crafted to ensure success!

Job Description:

• Acquire new clients and build relationships with existing clients by providing sound financial advice and excellent service.
• Providing advice and recommendations to clients in response to their needs.
• Sale of Financial products to meet your clients' financial goals in the areas of investments, protection, savings, and retirement planning.
• Engaging in training activities to have an opportunity to build and manage a team of your own.
• Fast learners with leadership qualities will have the opportunity to fast track to managerial roles.

Job Requirement:

• Minimum qualification: GCE ‘A’ Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.
• At least age 21 (MAS requirement)
• No experience needed as training will be provided to equip you with the necessary skills.
  

Joining Aegis means stepping into a supportive environment where your growth and success are paramount. We are committed to empowering you with the tools and resources needed to thrive in your career.Don't miss this opportunity to embark on a fulfilling journey with Aegis Organization. Take the first step towards realizing your potential and shaping a prosperous future.

Roles & Responsibilities

•To Identify target markets and sales opportunities (Foreigners and expatriates residing locally)
•Develop relationships with targeted market segments (Foreigners and expatriates residing locally)
•Build and maintain targeted client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis
•Maintain relationship with clients and prospective clients by contacting/meeting with them periodically
•Explaining/Giving advice to clients and prospective clients the types of services / investment products and the responsibilities to be taken by the Financial Services Consultant.
•Interview clients to determine their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan
•Research and investigate available insurance/investment products to determine whether they fit into financial plans of clients
•Recommend financial planning strategies to clients to achieve their financial goals and objectives
•Implement financial planning recommendations to clients or prospective clients
•Arranging contracts of insurance for clients with the company
•Collecting initial premium from clients for the company
•Maintain persistency of sales in in-force policies

Requirements

•Diploma/ Degree holder in any discipline
•Prior working experience
•Excellent interpersonal skills and leadership potential

•M5/M9,M9A,HI are advantage

The HIGHEST paying scheme for Insurance Agents / Financial Consultants.

Have you ever wanted to be an insurance agent to help impact lives positively & make good money whilst doing it.

Earn up to $5000 basic pay

+ Highest Commissions of up to 50% of what you closed

+ Free Sales Overseas Trip

+ Quarterly Bonus (Don’t need to wait a year)

How do the 50% commissions work. For example, if you close a client who is saving $500 monthly, $500 x 12 months = $6000. You get 50% which is $3000.

That's ONE case per MONTH.

That’s ALOT of money in this new scheme for Insurance Agents / Financial Consultants, ONLY available in our agency.

Salary: $5,000.00 - $9,000.00 per month

The HIGHEST paying scheme for Insurance Agents / Financial Consultants.

Have you ever wanted to be an insurance agent to help impact lives positively & make good money whilst doing it.

Earn up to $5000 basic pay

+ Highest Commissions of up to 50% of what you closed

+ Free Sales Overseas Trip

+ Quarterly Bonus (Don’t need to wait a year)

How do the 50% commissions work. For example, if you close a client who is saving $500 monthly, $500 x 12 months = $6000. You get 50% which is $3000.

That's ONE case per MONTH.

That’s ALOT of money in this new scheme for Insurance Agents / Financial Consultants, ONLY available in our agency.

Salary: $5,000.00 - $9,000.00 per month

Responsibilities:

• Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
• Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
• Acquire new businesses while maintaining current account portfolio
• Tactful negotiations of contract with prospects
• Process documentations and keeping proper records.
• Planning for personal and corporate clients on risk and wealth management, succession and estate planning.

Requirements:

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Holds a Diploma/Degree qualification
• Prior working experience in sales is seen as an advantage
• Goal oriented, self-driven and pro-active in character
• Strong communication and interpersonal skills

Responsibilities:

• Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
• Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
• Acquire new businesses while maintaining current account portfolio
• Tactful negotiations of contract with prospects
• Process documentations and keeping proper records.
• Planning for personal and corporate clients on risk and wealth management, succession and estate planning.

Requirements:

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Holds a Diploma/Degree qualification
• Prior working experience in sales is seen as an advantage
• Goal oriented, self-driven and pro-active in character
• Strong communication and interpersonal skills

Are you looking to be a financial service professional in a leading multiple provider Financial Advisory firm?

Job Highlights

· Fulfilling Career with Attractive Remuneration Model

· Exciting Career Progression and Developmental Pathway

· Flexible Hours & Work Life Balance

Job Description

We are looking for dynamic and talented candidate to join us as Financial Service Consultant (FSC). As a FSC, you help to plan, manage and work with clients to provide tailor-made solutions specific to their needs and work to ensure that our clients fulfil their financial goals and dreams through our wide-ranging products and services.

Responsibilities

· Develop new client relationships and maintain relationships with existing clients.

· Develop financial plan to provide financial advice, supporting clients in achieving financial needs and financial independence.

· Compare among our range of products to back our recommendations with the best financial solutions.

· Provide our best recommendations to client and facilitate the buying-process.

Benefits

· Performance-based incentives such as commission, allowance, incentives and overseas trips.

· Industry and company recognition, e.g. Million Dollar Round Table and Top Financial Services Consultants Award.

· Continuous professional development through a comprehensive training and development program.

· Opportunity to develop your leadership and management skills by building your very own agency and leading a team of professional Financial Services Consultants.

It makes sense to join us because:

1. We have strong positioning when meeting clients and branding as Singapore's Leading Multi-provider Financial Advisory and wholly owned by NTUC Income.

- You will be working in a multi-provider FA firm in Singapore with established systems and processes to support you to build your financial advisory practice.

- Being a wholly own subsidiary of Income, Infinitum can leverage on the experience and support from Income in transferring technological knowhows.

2. We have very competitive remuneration model for our financial services consultants.

- You can receive the majority of the revenue that you bring in to Infinitum and we celebrate your achievements through our multiple awards and overseas incentive trips.

3. We have strong Support System for New Advisors.

- You will have guided, trained and supported through a proven system as you pick up the necessary skillset and knowledge required to be a successful financial services consultant.

Who are we looking for:

- Driven and Self-Motivated Individuals

- Possess at least a Diploma or A Levels or IB

- 21 years & above

Additional Information

Education Entry Level Qualification Requirements

Diploma, Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, Professional Degree

Consultant, Financial Accounting







Posting date:  16 Apr 2024







Job requisition ID:  42705







Location:  Sydney, NSW, AU







Workplace Type:  Hybrid







Create impact as a Finance Analyst - Group and Reinsurance Accounting    Join the largest insurance group in Australia and New Zealand.???   ??  Your Role?    As a Finance Analyst within our Group & Reinsurance Accounting team, you will perform critical financial accounting and control deliverables as part of month end close for the IAG Group general ledger, ensuring that IAG's reporting requirements are met




... Click here to view more detail / apply for Consultant, Financial Accounting

Are you ready to unleash your potential?

At Deloitte, our purpose is to make an impact that matters for our clients, our people, and the communities we serve.

We believe we have a responsibility to be a force for good, and WorldImpact is our portfolio of initiatives focused on making a tangible impact on society’s biggest challenges and creating a better future. We strive to advise clients on how to deliver purpose-led growth and embed more equitable, inclusive as well as sustainable business practices.

Hence, we seek talented individuals driven to excel and innovate, working together to achieve our shared goals.

We are committed to creating positive work experiences that foster a culture of respect and inclusion, where diverse perspectives are celebrated, and everyone is recognised for their contributions.

Ready to unleash your potential with us? Join the winning team now!

Work you will do

Deloitte brings together professionals with diverse experience to provide customized solutions for clients across all segments of the banking and capital markets industries. We serve our clients locally, while drawing upon the firm’s considerable global resources and industry expertise.

This position aims to provide transformational support to internationally active banks operating in the Southeast Asia (SEA) Region in the Financial Services Industry. You will work alongside our clients to help them to carry out transformation processes in a merger environment to make decisions and implement solutions through driving business value through execution and implementation.

You will work across all key segments within banking and drive the latest and best-in-class transformation narrative for our banking sector clients across SEA. Typical engagements which you could be involved in include:

• Accompanying the transformation challenges in the context of bank mergers
• Support the merger and transformation of an international bank
• Banking and market infrastructure initiatives

You will exercise strong analytical and critical thinking skills, solve complex problems, communicate your findings, conduct impact assessment, and change management. Finally, you will work independently and collaboratively in a team.

You will support our clients in their transformation journey by:

• Facilitate workshops or design discussions to identify opportunities for efficiencies in the current state and recommend quick wins, short-term solutions, and long-term solutions to implement.
• Identifying business requirements/overall strategy and vision, and any opportunities for efficiencies in existing process / service design.
• Understanding how to use technology, human-centered design thinking and innovative approaches to solve our client’s business needs.
• Participating in team problem solving efforts and offer ideas to solve client issues.
• Conducting relevant research, data analysis, and create reports.
• Assessing business processes to streamline core operations’ service delivery.
• Actively expanding consulting skills and professional development through training courses, mentoring, and daily interaction with clients.

Requirements:

If you are someone with:

• Tertiary qualification from a well ranked institution.
• 4 – 8 years of working experience in the Consulting Industry and/or Financial Services Industry.
• Demonstrated experience in leading strategy, operating model definition and implementation which includes:

o Reviewing and defining current and end-state-technology strategies, business models, and aligning them with our client`s investment cases.

o Providing insights on the capabilities, risks and associated costs for desired state.

o Analyzing technology developments and strategies.

o Preparing our clients for Carve-Outs and Integrations with Technology aspects.

o Support in digital transformation of multinationals organisations.

o Design and execution of new digital proposals.

o Targeting Operating Model-led transformation to enable key drivers of change in banking (customer centricity, digitalization, growth, efficiency).

• Experience in operational project and stakeholder management required.
• Experience with Agile / Scrum methodologies, or Professional Scrum Master / Product Owner certifications will be well regarded.
• Human-centered design thinking, logical structuring, and analytical problem-solving skills.
• Proficient in excel and PowerPoint usage to present recommendations to clients and to ensure stakeholder-adequate communication.
• Exceptional interpersonal, team building, and communication skills showcasing executive presence with demonstrated ability to manage senior client stakeholders.
• Commitment to professional excellence, as well as personal and professional growth.
• An appreciation of the consulting lifestyle and ability to travel (both locally and abroad) is a pre-requisite to fit to our short-term and long-term project assignment.

Next Steps

So, what are you waiting for? Join the winning team now.

Position may be based in Singapore, but project location could be anywhere in the Asia-Pacific Region.

Due to volume of applications, we regret only shortlisted candidates will be notified.

Please note that Deloitte will never reach out to you directly via messaging platforms to offer you employment opportunities or request for money or your personal information. Kindly apply for roles that you are interested in via this official Deloitte website.

OCBC opens doors to new opportunities.

Start your career with OCBC as a Senior Personal Financial Consultant!

At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and territories. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. If you have passion, drive and the will to succeed, rise to the challenge today!

Global Consumer Financial Services serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Singapore, our customer proposition caters to different life-stages and needs, ranging from Mighty Savers for children and young families, FRANK by OCBC for youths and young working adults to OCBC Premier Banking for affluent individuals. Besides being the pioneer in various banking products and services which include FRANK by OCBC, full-service Sunday Banking and our award-winning Online Banking, we are also the market leader for Bancassurance sales.

What is it like being a Senior Personal Financial Consultant at OCBC?

As a Senior Personal Financial Consultant, you will be based at one of our island-wide Branches and will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include insurance, loans, unit trusts and structured deposits. With an emphasis on consultative selling to meet customers’ needs, you will also proactively build and manage long-term customer relationship and provide good after-sales service to them.

To help you succeed in your role, you will join our structured training program during the first 6 weeks of your career with us. Thereafter you will also have at least 5 training days every year to help you further develop your career and keep your skills sharp and up-to-date with the latest developments in the industry.

As a successful Personal Financial Consultant, you will have the option to take your career forward by either pursuing our Management Route, on the path of becoming a Branch Manager one day, or the Sales Route, growing into a Senior Relationship Manager working with premier private clients. Plus, as a top performer, you will be invited to trips, visiting great locations across the world from Paris, Barcelona to London and many more.

Qualifications:

The successful candidate should be able to demonstrate the following selection criteria:

• Preferably has a Degree or a Diploma with more than 2 years of relevant retail banking sales experience and proven sales records
• Results-oriented go-getter who works well under pressure.
• Prepared to have flexible working hours that may include working on weekends.

Responsibilities:

• Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
• Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
• Acquire new businesses while maintaining current account portfolio
• Tactful negotiations of contract with prospects
• Process documentations and keeping proper records.
• Planning for personal and corporate clients on risk and wealth management, succession and estate planning.

Requirements:

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Holds a Diploma/Degree qualification
• Prior working experience in sales is seen as an advantage
• Goal oriented, self-driven and pro-active in character
• Strong communication and interpersonal skills

Responsibilities:

• Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
• Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
• Acquire new businesses while maintaining current account portfolio
• Tactful negotiations of contract with prospects
• Process documentations and keeping proper records.
• Planning for personal and corporate clients on risk and wealth management, succession and estate planning.

Requirements:

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Holds a Diploma/Degree qualification
• Prior working experience in sales is seen as an advantage
• Goal oriented, self-driven and pro-active in character
• Strong communication and interpersonal skills

OCBC opens doors to new opportunities.

Start your career with OCBC as a Personal Financial Consultant!

At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and territories. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. If you have passion, drive and the will to succeed, rise to the challenge today!

Global Consumer Financial Services serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Singapore, our customer proposition caters to different life-stages and needs, ranging from Mighty Savers for children and young families, FRANK by OCBC for youths and young working adults to OCBC Premier Banking for affluent individuals. Besides being the pioneer in various banking products and services which include FRANK by OCBC, full-service Sunday Banking and our award-winning Online Banking, we are also the market leader for Bancassurance sales.

What is it like being a Personal Financial Consultant at OCBC?

As a Personal Financial Consultant, you will be based at one of our island-wide Branches and will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include insurance, loans, unit trusts and structured deposits. With an emphasis on consultative selling to meet customers’ needs, you will also proactively build and manage long-term customer relationship and provide good after-sales service to them.

To help you succeed in your role, you will join our structured training program during the first 6 weeks of your career with us. Thereafter you will also have at least 5 training days every year to help you further develop your career and keep your skills sharp and up-to-date with the latest developments in the industry.

As a successful Personal Financial Consultant, you will have the option to take your career forward by either pursuing our Management Route, on the path of becoming a Branch Manager one day, or the Sales Route, growing into a Senior Relationship Manager working with premier private clients. Plus, as a top performer, you will be invited to trips, visiting great locations across the world from Paris, Barcelona to London and many more.

Qualifications:

The successful candidate should be able to demonstrate the following selection criteria:

• Preferably has a Degree or a Diploma with at least 2 years of relevant retail banking sales experience.
• Results-oriented go-getter who works well under pressure.
• Prepared to have flexible working hours that may include working on weekends.
• Candidates with more than 2 years of relevant financial advisory experiences and proven sales records will be considered for senior position.