3,064 Economic Consultant jobs in the United States

**Short Description**
Bowman has an opportunity for a Financial & Economic Project Consultant to join our team in Redmond, WA. This position may be eligible for a hybrid work schedule.
At Bowman, we believe in creating opportunities for aspiring people to thrive and achieve ambitious goals. That's why a career at Bowman is more than a job. It is an opportunity to be part of a diverse and engaged community of professionals, to be treated as a respected and valued member of a motivated team and to be empowered to do exceptional work that advances the best interest of everyone involved. We recognize the importance of creating a work environment that is both rewarding to our employees and supportive of our unwavering commitment to provide unparalleled service to our clients.
**Purpose**
Complete financial data analysis in support of utility rate, fee and general government studies.
**Responsibilities**
**Leadership and Direction**
+ Perform work under moderate supervision. Receive direction on moderately complex assignments, tasks, and execution. Work is frequently reviewed by more senior staff to ensure application of sound techniques and principles. Review work produced by junior staff for quality assurance.
**At the Operational and Company Level**
+ Assist with the marketing of the firm's capabilities to establish new clients and enhance relationships.
**Do the Work**
+ Draft data collection lists for manager review, update as necessary.
+ Construct analytical spreadsheet models for analysis and to accomplish work tasks.
+ Data input, review and analysis of complex technical financial models.
+ Complete technical analysis free of errors.
+ Execute directed analyses with little supervision.
+ Troubleshoot and validate findings before involving manager.
+ Proactively develop solutions and scenarios for manager review.
+ Identify policy issues and summarize consequences of financial options for manager review.
+ Interpret analytical results and summarize critical content for manager review.
+ Interface with clients to identify issues, requirements, and/or objectives.
+ Participate and provide support on client staff presentations.
+ Assist manager as directed with council presentations.
+ Perform on-site or virtual training of client staff to use models.
+ Prepare and deliver draft technical memos, reports, and presentations for final editing by manager.
+ When appropriate, delegate tasks to analysts and manage progress.
+ Assist with various project administrative tasks when requested (e.g. job setups and closure forms, billing letters, project descriptions).
**Success Metrics and Competencies**
+ Ability to work both independently and within a team environment.
+ Ability to effectively communicate with all levels of the organization and external partners.
+ Highly motivated and problem-solving attitude.
+ Strong sense of urgency in responding to clients.
+ Effective verbal and written communication skills.
+ Strong work ethic and commitment to quality.
+ Self-reliance and ability to operate independently with limited direction.
+ Effective working relationship with internal leaders and peers, as well as external clients.
+ Commitment to working in partnership with others inside and outside the organization.
+ Ability to effectively manage multiple time-sensitive tasks.
+ Data analysis and interpretation skills.
+ Attention to detail.
**Qualifications**
+ Bachelor's degree in economics, business or public administration, mathematics, statistics or other quantitative fields.
+ Three or more (3+) years of relevant industry-related work experience preferred.
+ Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
+ Must hold a valid state driver's license and successfully pass a motor vehicle check.
**About Bowman**
Are you ready to build a career that makes a lasting impact? At Bowman, our people are at the center of everything we do. We're committed to creating an environment where employees can thrive both personally and professionally, while helping to shape the infrastructure of tomorrow.
A career at Bowman means being part of a collaborative, forward-thinking organization where innovation, inclusion, and growth are encouraged at every level. We offer competitive compensation, a supportive work environment, and benefits designed to help our employees succeed.
Salary and eligible variable compensation (if any) commensurate with experience. Range $80,000 - $95,000 and includes a comprehensive benefits package.
**Our comprehensive benefits package includes:**
+ Medical, dental, vision, life, and disability insurance
+ 401(k) retirement savings plan with company match
+ Paid time off, sick leave, and paid holidays
+ Tuition reimbursement and professional development support
+ Discretionary bonuses and other performance-based incentives
+ Employee Assistance Program (EAP), wellness initiatives, and employee discounts
Eligibility for certain benefits may vary based on position, location, and employment status.
**Physical Demands and Working Environment**
+ Primarily indoor professional office environment which may include bright/dim light, noise, fumes, odors, and traffic.
+ Mobility around an office environment.
+ Frequent and prolonged use of standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
+ Occasional lifting or carrying up to 20 pounds.
+ Occasional pushing or pulling up to 20 pounds.
+ Occasional reaching outward or above shoulder.
+ Occasional travel to client meetings.
#LI-BJ1
**Job Description Disclaimer**
Note: While this job description is intended to be an accurate reflection of the job requirements, it is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary at any time with or without notice.
Bowman is proud to be an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace where all employees feel valued and respected. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here ( . If you'd like more information on your EEO rights under the law, please click here ( .
Bowman has an obligation to provide and maintain a safe, healthy, and productive environment for its employees and clients. We are committed to maintaining a drug and alcohol-free workplace.
If you have any questions about the application process, please email .
Bowman is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please go here: If you'd like more information on your EEO rights under the law, please go here:

Company Description

Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work?

J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets.

The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.

Job Description

We are seeking a Senior Consultant to join our Economic Damages & Valuation team. This is a unique opportunity for an entrepreneurial, highly driven person with a well-rounded skill set. The ideal person for this role will need to not only have a strong grasp of consulting and business litigation but also be flexible and a strategic thinker, able to take on a variety of tasks.

The Team and Job Summary:

The ideal candidate for this position possesses a minimum of 2 years of work experience in accounting and/or finance, preferably with exposure to forensic accounting, forensic economics, or valuation. A strong background in financial statement analysis and expert report preparation is required. A Senior Consultant will be responsible for reviewing documents and preparing analysis across multiple projects simultaneously.

The most successful experts in our organization have a strong desire to learn and apply the methodologies used for evaluating economic damages. They constantly apply strong analytical and writing skills to produce expert reports to support our clients.

Job Responsibilities:

• Helping with complex business litigation engagements to evaluate economic damages
• Interacting with clients, including face-to-face meetings, to gather data and information pertinent to the engagement
• Providing insight and expertise on target industries, markets, and competitor information
• Preparing damages analyses, including determining appropriate methodologies and building and reviewing financial models
• Review and analyze reports of opposing damages experts

Qualifications

Required Qualifications:

• Bachelor's or master's degree with strong quantitative bias (e.g. Business, Economics, Math, Finance or Accounting)
• Relevant experience in accounting, finance, or economics
• Proficient in Microsoft Excel and Microsoft Word with strong verbal and written communication skills with the ability to produce high-quality expert reports.
• Strong project management skills.
• Strong analysis and critical thinking skills.
• Able to meet deadlines while being detail-oriented.
• Strong independent work ethic and leadership skills and qualities.
• Exceptional communication skills to support and solve our client's questions and requests.

Preferred Qualifications:

• Professional certifications (ex. CPA, ASA, CVA, ABV, CFA, etc.), or have demonstrated progress towards obtaining certifications.

Physical and Mental Job Qualifications:

• Prolonged periods sitting at a desk and working on a computer.
• Ability to travel as needed.

Additional Information

Some of the Benefits We Have Include
J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team's needs.
Our flexible work environment allows employees to work remotely, when needed.

• Flexible Time Off policy
• Medical, Dental, and Vision Insurance
• 401k Match
• Commuter Benefits.

A reasonable estimate of the salary range for this role is $90,000 - $125,000. Any offered salary range is based on a wide array of factors including but not limited to skillset, experience, training, location, scope of role, management responsibility, etc.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein. California residents can click here to learn more about the personal information we collect and here to learn about additional privacy rights that may be available.
Please explore what we're all about at

EEO and Job Accommodations
We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!

J.S. Held is an equal-opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

If you are an individual with a disability and would like to request for a reasonable accommodation, please email and include "Applicant Accommodation" within the subject line with your request and contact information.

All your information will be kept confidential according to EEO guidelines.

#LI-SG1

#HP-123

Introduction

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates potential for career advancement.

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.

Overview

We are currently seeking a Financial Consultant. This Financial Consultant will meet personally with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals. Consultants will help clients with financial planning decisions for retirement, education, day-to-day expenses and investments. They will meet regularly with clients to assess how life changes such as marriage, job change or the birth of a child will affect the client's financial plan.

As an East West Bank employee, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.

Responsibilities

• Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning, evaluating risk tolerance.
• Markets services by asking for referrals from current clients, meeting prospects at community functions, responding to inquiries, developing promotions, presenting financial planning seminars.
• Develops financial strategies by guiding clients to establish financial goals, matching goals to situation with appropriate financial plans.
• Obtains clients' commitment by explaining proposed financial plans and options, explaining advantages and risks, providing explanations, alleviating concerns, and answering questions.
• Monitors clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying and evaluating new financial strategies, recommending changes in goals and plans.
• Provides financial management information by preparing financial status analyses and reports.
• Updates job knowledge by tracking financial markets, general economic conditions, and new financial products, participating in educational opportunities, reading professional and technical publications, maintaining personal networks, and participating in professional organizations.
• Accomplishes organization goals by accepting ownership for accomplishing new and different requests, exploring opportunities to add value to job accomplishments.
• Consultants may be required to be licensed to buy and sell financial products such as insurance policies, stocks, and bonds.
• May be required to travel or to work non-traditional hours to meet with clients in their homes or businesses.
• Consultants may be asked to offer financial planning classes or seminars to reach out to potential clients.
• Perform other duties as assigned.

Qualifications

• Bachelor or graduate degree in accounting, finance, business, or management.
• Minimum 5-7 years experience in Financial Planning/Consulting, Financial Strategy, Analysis, and Business.
• Financial licenses/state registration as required (L&H, FINRA Series 7 and 66).
• Financial Software knowledge.
• Experience in Corporate Finance, Financial Diagnosis, Financial Operations a plus.
• Travel required (between branches or conduct business meetings offsite with clients).

Compensation

The base pay range for this position is USD $65,000.00/Yr. - USD $68,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

#J-18808-Ljbffr

Financial Consultant

We are currently seeking a Financial Consultant. This Financial Consultant will meet personally with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals. Consultants will help clients with financial planning decisions for retirement, education, day-to-day expenses and investments. They will meet regularly with clients to assess how life changes such as marriage, job change or the birth of a child will affect the client's financial plan.

As an East West Bank employee, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.

Responsibilities

• Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning, evaluating risk tolerance.
• Markets services by asking for referrals from current clients, meeting prospects at community functions, responding to inquiries, developing promotions, presenting financial planning seminars.
• Develops financial strategies by guiding client to establish financial goals, matching goals to situation with appropriate financial plans.
• Obtains clients' commitment by explaining proposed financial plans and options, explaining advantages and risks, providing explanations, alleviating concerns, answering questions.
• Monitors clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying and evaluating new financial strategies, recommending changes in goals and plans.
• Provides financial management information by preparing financial status analyses and reports.
• Updates job knowledge by tracking financial markets, general economic conditions, and new financial products, participating in educational opportunities, reading professional and technical publications, maintaining personal networks, participating in professional organizations.
• Accomplishes organization goals by accepting ownership for accomplishing new and different requests, exploring opportunities to add value to job accomplishments.
• Consultants may be required to be licensed to buy and sell financial products such as insurance policies, stocks and bonds.
• May be required to travel or to work non-traditional hours to meet with clients in their homes or businesses.
• Consultants may be asked to offer financial planning classes or seminars to reach out to potential clients.
• Perform other duties as assigned

Qualifications

• Bachelor or graduate degree in accounting, finance, business or management
• Minimum 5-7 years' experience in Financial Planning/Consulting, Financial Strategy, Analysis and Business
• Financial licenses/state registration as required (L&H, FINRA Series 7 and 66)
• Financial Software knowledge
• Experience in Corporate Finance, Financial Diagnosis, Financial Operations a plus
• Travel required (between branches or conduct business meetings offsite with client)

Compensation

The base pay range for this position is USD $65,000.00/Yr. - USD $68,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

Role

The Financial Consultant provides financial planning and investment advice to members of the credit union. The main goal of the Financial Consultant is to help credit union members maintain a good balance of investment earnings, assets and an acceptable risk level. Financial advisory servicesis often sought when the client wants advice regarding financial investments such as stocks, bonds, mutual funds and other investment strategies. The service provided by a Financial Consultant usually makes strategizing for events, such as asset acquisition or retirement, easier for the clients.

Major Duties and Responsibilities

• Meets with members and examines members' current financial situation through series of questions and analysis of current investment strategies.
• Keeps apprised of and, when applicable, conforms to current financial market trends, strategies and product offerings and regulations and provides objective advice based on this information.
• On a regular basis, organize and deliver financial and economic training to the credit union retail branch staff, mortgage bankers, commercial lenders and financial institution leadership.
• Provides advice on how members can best manager daily expenses and fund specific projects while maximizing profits.
• Continuously markets and promotes employers financial products through meetings, seminars, referrals, etc., and increases revenues while maintaining integrity and explaining risks of investment decisions.
• Operates from assigned branches of the financial institution; Provide onsite coverage and availability, to meet with walk-in members and referrals from the financial institution.
• Must be trustworthy, professional and objective in providing advice.
• Consistently meets deadlines, has a strong sense of urgency and is able to manage stressful situations.
• Comply with SCU security standards, and all State and Federal laws and regulations, including but not limited to, the Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and the Patriot Act in the performance of your duties as applicable.
• Possess the capability to conduct Financial Planning Workshops.

Knowledge and Skills

EXPERIENCE: Three years to five years of similar or related experience, at least three years of progressively responsible experience in the financial services industry working as a Financial Consultant. A proven record of acting in the best interests of the members/investors.

EDUCATION: A Bachelor's Degree, with major course work in Business, Finance/Accounting or a closely related field, or an equivalent combination of training and experience. Must be registered as a Financial Advisor and hold a Series 7, 66 and LIfe Insurance Licenses. Must possess the necessary financial knowledge in insurance, retirement accounts, tax services and financing accounts.

INTERPERSONAL SKILLS: Excellent verbal and written communication skills. Visionary, self-starter with the capability to build longstanding relationships with clients and staff. Have theability to work with and train Branch Staff for referrals is a material part of the job, requiring a significant level of diplomacy and trust.

OTHER SKILLS:

• Strong sales and negotiation skills.
• The knowledge, skills andaptitude necessary to successfully fulfill the responsibilities and expectations illustrated in this job description.

***The above statements reflect the general details necessary to describe the principle functions of the position described and shall not be construed as a detailed description of all work requirements that may be inherent in the position.***

Salary Minimum USD $127,266.46/Yr. Salary Maximum USD $190,899.70/Yr.
#J-18808-Ljbffr

Job Description:

Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

The Expertise We're Looking For

• Previous success in building relationships, uncovering needs and recommending solutions
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Skills You Bring

• Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Being coachable, collaborative, and curious are your "go to" attributes
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, you take initiative and exceed customer expectations
• Extensive knowledge of investment solutions

Our Investments in You

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

• Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
• Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
• Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
• You have a steadfast commitment to your clients while making a positive impact in the community

The base salary range for this position is $55,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Category:

Customer Service, Relationship Management, Sales

time left to apply End Date: September 1, 2025 (29 days left to apply)

job requisition id R.0052992

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

What you will do

The Retirement Consultant delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower customers. The Consultant utilizes detailed information on IRA and investment products and has a solid understanding of the qualified plan environment. The successful Consultant enjoys assisting customers achieve their retirement goals, is a self-starter with excellent organizational skills and has a competitive personality. Must be upbeat, ambitious and enjoy a fast-paced environment. Responsibilities include both inbound and outbound calls and require outstanding follow-through with those they are assisting.

At Empower, we believe in owning your career. New Financial Consultants will have the opportunity to be promoted to Senior Financial Consultant, increasing your overall income potential. Empower offers highly competitive benefits and total compensation packages with the opportunity for monthly incentive compensation.

• Cultivates relationships with customers by delivering personalized service and responds to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity, and perseverance with external and internal customers.
• Assist the customer by retaining current assets through education on available plan specifics and general distribution options.
• Engages in a dialogue which educates customers in making informed distribution decisions and the advantages of participation in a company sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of the proceeds from their retirement accounts.
• Works with active and terminated participants of employer-sponsored plans to provide service, support recommendations on variety of needs including distribution and rollover options, consolidation, investment conversations, savings, and contributions strategies, and more.
• Manages inbound conversations, makes outbound calls, handles service requests, researches, and attempts to resolve issues, develops and implements strategies discussed to assist the customer with achieving their retirement goals.

What you will bring

• Bachelor's degree or an equivalent combination of education and professional work experience
• Demonstrated success in performance/goal-oriented roles, ideally in asset growth and retention.
• Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations within corporate-established timelines and complete FINRA fingerprinting upon hire.
• Motivated self-starter with the ability to learn new information quickly and independently.
• Demonstrated experience managing multiple priorities and ability to handle stressful situations and people daily.

What will set you apart

• Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
• Sound written, verbal and presentation skills, identifies and solves a range of problems in straightforward situations; analyzes possible solutions and assesses each using standard procedures.
• Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC.
• Ability to quickly learn Empower's record keeping system, SalesForce software.

This position can be done remotely.

• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time 16 hours per calendar year
• Leave of absence programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$2,000.00 - 64,000.00

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

What you will do

The Retirement Consultant delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower customers. The Consultant utilizes detailed information on IRA and investment products and has a solid understanding of the qualified plan environment. The successful Consultant enjoys assisting customers achieve their retirement goals, is a self-starter with excellent organizational skills and has a competitive personality. Must be upbeat, ambitious and enjoy a fast-paced environment. Responsibilities include both inbound and outbound calls and require outstanding follow-through with those they are assisting.

At Empower, we believe in owning your career. New Financial Consultants will have the opportunity to be promoted to Senior Financial Consultant, increasing your overall income potential. Empower offers highly competitive benefits and total compensation packages with the opportunity for monthly incentive compensation.

• Cultivates relationships with customers by delivering personalized service and responds to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity, and perseverance with external and internal customers.
• Assist the customer by retaining current assets through education on available plan specifics and general distribution options.
• Engages in a dialogue which educates customers in making informed distribution decisions and the advantages of participation in a company sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of the proceeds from their retirement accounts.
• Works with active and terminated participants of employer-sponsored plans to provide service, support recommendations on variety of needs including distribution and rollover options, consolidation, investment conversations, savings, and contributions strategies, and more.
• Manages inbound conversations, makes outbound calls, handles service requests, researches, and attempts to resolve issues, develops and implements strategies discussed to assist the customer with achieving their retirement goals.

What you will bring

• Bachelor's degree or an equivalent combination of education and professional work experience
• Demonstrated success in performance/goal-oriented roles, ideally in asset growth and retention.
• Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations within corporate-established timelines and complete FINRA fingerprinting upon hire.
• Motivated self-starter with the ability to learn new information quickly and independently.
• Demonstrated experience managing multiple priorities and ability to handle stressful situations and people daily.

What will set you apart

• Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
• Sound written, verbal and presentation skills, identifies and solves a range of problems in straightforward situations; analyzes possible solutions and assesses each using standard procedures.
• Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC.
• Ability to quickly learn Empower's record keeping system, SalesForce software.
• Solid consulting skills.

This position can be done remotely.

• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to 5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time 16 hours per calendar year
• Leave of absence programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

52,000.00 - 64,000.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

09-01-2025

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Remote and Hybrid Positions

For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate homework environment and the required internet connection .

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South Eubank
South Eubank
401 Eubank Blvd SE
Building 2, Suite G
Albuquerque, NM 87123, USA

South Eubank
South Eubank
401 Eubank Blvd SE
Building 2, Suite G
Albuquerque, NM 87123, USA

Nusenda Credit Union is dedicated to excellent member service and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values.

As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more!

Thank you for your interest in joining the Nusenda team!

If you are looking for an opportunity to join our team, our Financial Consultant role might be right for you. You will be a trusted financial resource to existing and potential members by assisting with routine financial transactions at an exceptional service level.You will use a consultative approach to evaluate, educate, and fulfill member financial needs, referring members to specialized departments when necessary. You are experienced with and adaptable to all Teller and Platform functions.

To thrive in this role, you should have one to three years of previous banking or related experience. This position is a mixture of excellent member service, problem solving, and education. In this role, you will identify and educate members on additional products and services the Credit Union can offer them. If you enjoy working with members, coming up with innovative solutions, and are organized and thrive on accuracy, this might be the role for you.

Key Skills and Experience:

• Knowledge of Teller and Platform operations.
• Accuracy in numbers, procedural detail, processing and balancing negotiable instruments.
• Must be able to handle multiple responsibilities, meet deadlines, deal with sensitive information and handle problem resolution.
• Ability to adapt quickly to change and proactively communicate.

We are currently seeking aFull-Time Financial Consultant to join our South Eubank Branch who can work 37-40 hours per week , with open availability Monday-Saturday.

Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Qualifications Skills Behaviors

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Motivations

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Education Experience Licenses & Certifications

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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Join to apply for the Financial Consultant role at RemoteWorker US

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Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity

As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.

The Day-to-Day

As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:

• Work with our Canadian clients to build a trusting and professional relationship
• Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
• Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
• Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
  
  

Qualifications

• CFA (passed any level) and Series 65 (we will help you obtain upon starting)
• 4+ years of experience with portfolio management and client relationship building
• Bachelor's degree
• A thoughtful consultative approach with an emphasis on client focus
  
  

Compensation

• $90,000 - $40,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
• Eligible for discretionary bonus based on firm and individual performance
  
  

Why Fisher Investments

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, 10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
  
  

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Staffing and Recruiting

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