Find NY Licensed Financial Consultant jobs - NY Area Job Search for Licensed Financial Consultant jobs (page 1)

Displaying 1-10 of 10 results

Senior Licensed Financial Consultant-Suffolk County-Centerea: Capital One - Long Island, New York; Banking / Mortgage; Job Title: Senior Licensed Financial Consultant-Suffolk County-CentereachProfession: Banking -> Investment BankingSummary: Under general supervision, the incumbent must successfully be able to advise clients in investment concepts in a bank environment. The Financial Consultant must meet production goals that are reviewed on a monthly basis. This individual must hold FINRA Series 7, 63 and 65/66 as well as state approved Life and Health Insurance licenses. The position requires a person who is diligent and consistent with relevant regulatory guidelines, including but not limited (see more)

Financial Consultant II (Partner Broker) Garden City-Salisbu: Capital One - Long Island, New York; Sales / Sales Management; Job Title: Financial Consultant II (Partner Broker) Garden City-Salisbury, NYProfession: Sales -> Sales Representative/Business DevelopmentSummary: Under general supervision, the incumbent must successfully be able to advise clients in investment concepts in a bank environment. The Financial Consultant must meet production goals that are reviewed on a monthly basis. This individual must hold FINRA Series 7, 63 and state approved Life and Health Insurance licenses. The position requires a person who is diligent and consistent with relevant regulatory guidelines, including but not (see more)

Financial Consultant III (usa): Capital One - Westchester, New York; Banking / Mortgage; Job Title: Financial Consultant III (usa)Profession: Banking -> Investment BankingSummary: Under general supervision, the incumbent must successfully be able to advise clients in investment concepts in a bank environment. The Financial Consultant must meet production goals that are reviewed on a monthly basis. This individual must hold FINRA Series 7, 63 and 65/66 as well as state approved Life and Health Insurance licenses. The position requires a person who is diligent and consistent with relevant regulatory guidelines, including but not limited to those of FINRA, the SEC and state (see more)

Financial Management Healthcare Managing Consultant: IBM - Westchester, New York; Information Tech / Computer; Financial Management Healthcare Managing Consultant Job ID GBS-0421140 Job type Full-time RegularWork country USA Posted 11-Jul-2011Work city - Any, Job area Consulting & ServicesTravel Up to 4 days a week (home on weekends-based on project requirements) Job category ConsultantBusiness unit ConServ Job role Business Transformation Consultant Job role skillset Business Risk MgtCommissionable/Sales-Incentive jobs only No Job descriptionThe FM healthcare managing consultant has direct accountability for the sell and bill core consulting Financial Management (FM) (see more)

Sales & Risk Consultant - Private Client Services - New York: Marsh & McLennan Companies, Inc. (MMC) - Westchester, New York; Sales / Sales Management; Job Title: Sales & Risk Consultant - Private Client Services - New York, NYProfession: Sales -> Sales Representative/Business DevelopmentDescriptionManages all aspects of prospect development pre-sale through to closing and, in most cases, continues to manage the client relationship for a period of time. As appropriate, ensures a transparent transition of the client to a Client Advisor. Focuses on defining and interpreting the insurance needs of a prospect and identifying solutions to address these needs.Client * Gathers necessary information from prospect in order to prepare (see more)

Personal Financial Associate: First Niagara Financial Group - Albany/Poughkeepsie, New York; Banking / Mortgage; Requisition Number: 4748Job Title: Personal Financial AssociateArea of Interest: BranchesCity: WynantskillState: New YorkRequirements: .High School Diploma.Proven sales track record with bank products, including success with outbound calling efforts.2 years proven sales experience with investment and insurance products.2 years customer service experience.NY Life and Health Insurance License and FINRA Series 6 & 63 licenses requiredMust adhere to pertinent laws, regulations , First Niagara's Compliance Policy and external compliance requirementsJob Description: .Listen to (see more)

Personal Financial Associate: First Niagara Financial Group - Albany/Poughkeepsie, New York; Banking / Mortgage; Requisition Number: 4434Job Title: Personal Financial AssociateArea of Interest: BranchesCity: HudsonState: New YorkRequirements: • High School Diploma• Proven sales track record with bank products, including success with outbound calling efforts• 2 years proven sales experience with investment and insurance products• 2 years customer service experience• PA Life and Health Insurance License and FINRA Series 6 & 63 licenses requiredMust adhere to pertinent laws, regulations , First Niagara’s Compliance Policy and external compliance (see more)

Consulting - Senior Associate - Regulatory Insurance: RSM McGladrey - Westchester, New York; Management; Job Title: Consulting - Senior Associate - Regulatory InsuranceProfession: Analysis/Consulting/Project Management -> Management ConsultingPosition OverviewThe IT Audit Consultant will work as part of a team to conduct objective and independent evaluations of Financial Services Company information technology activities to evaluate whether appropriate controls are in place and functioning effectively, that overall IT security is risk appropriate, that processing is efficient and accurate, and systems procedures are in conformity with company standards. This position has significant (see more)

Consulting - Manager - Health Actuary: RSM McGladrey - Westchester, New York; Management; Job Title: Consulting - Manager - Health ActuaryProfession: Analysis/Consulting/Project Management -> Management ConsultingPosition OverviewThe RSM McGladrey Regulatory Insurance Consulting Practice is currently recruiting candidates for an Actuarial Consultant position. As an Actuarial Consultant you will work with a team of industry professionals on regulatory consulting and other insurance industry engagements. This position has significant opportunity for advancement as well as personal and professional growth.Specific Duties and ResponsibilitiesServe as the actuarial subject (see more)

Finance Strategy and Transformation Managing Consultant - In: IBM - Westchester, New York; Information Tech / Computer; Finance Strategy and Transformation Managing Consultant - Industrial Sector Job ID GBS-0439454 Job type Full-time RegularWork country USA Posted 06-Oct-2011Work city - Any, Job area Consulting & ServicesTravel Up to 4 days a week (home on weekends-based on project requirements) Job category ConsultantBusiness unit ConServ Job role Business Transformation Consultant Job role skillset Financial Ops ImprovementCommissionable/Sales-Incentive jobs only No Job descriptionIBM Global Business ServicesHelp Make the World Work SmarterThe world is getting smarter, (see more)

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