Occupation
Financial Consultant
A Financial Consultant advises individuals or businesses on managing their money, typically working for wealth management firms, banks, or independent advisory practices to build long-term client relationships. The role centers on financial planning, investment analysis, retirement planning, and tax planning, all delivered through strong client relationship management as consultants tailor recommendations to each client's goals and risk tolerance. Many hold certifications like CFP or Series licenses and combine analytical rigor with the interpersonal skills needed to guide clients through major financial decisions.
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Open Financial Consultant roles (2)
Financial Consultant
Public Service Company of Colorado
Listed on Public Service Company of Colorado’s careers site · Apply there ↗
Financial Consultant
Nuveen
Coralville, IA
Listed on Nuveen’s careers site · Apply there ↗
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From Financial Analyst, Financial Investment Consultant, Financial Planner Consultant, Financial Services Sales Agent, Investment Analyst, Personal Banker, Personal Financial Advisor, Senior Loan Officer.
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WSFS Bank
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Varian Medical Systems
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Financial Analyst, FP&A
Hims and Hers
Full-time · US Remote · $100,000 – $125,000
This Financial Analyst role supports Hims & Hers' FP&A team by building financial models, managing forecast cycles, and preparing executive-facing reports for senior leadership and the board. The position suits someone with 2+ years of analytical finance experience who wants to grow their modeling and analysis skills while contributing to a public healthcare company's strategic planning.
Listed on Hims and Hers’s careers site · Apply there ↗
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