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4,134 jobs found
09.07.2025
WF
Wells Fargo Mortgage Retail Sales Consultant SAFE United States, West Virginia
Participate in soliciting residential mortgages from various sources. Produce high quality loans which are compliant and provide excellent customer service. Build relationships with realtors, builders, financial professionals, bank stores, past...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Participate in low to moderately complex initiatives and identify opportunity for process improvements within experience design, such as content design, design programs, design research and strategy, or product design. Review...
Applying complex transfer pricing concepts and economic/financial knowledge to resolve client challenges. Providing a fully integrated approach to transfer pricing by preparing documents, participating in advanced pricing agreements (APAs) and...
Apply a holistic approach to solving partners’ business problems. Collaborate with partners to understand business goals and the role of offers in achieving those goals. Lead discovery efforts on behalf...
Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....
Participate in soliciting residential mortgages from various sources. Produce high quality loans which are compliant and provide excellent customer service. Build relationships with realtors, builders, financial professionals, bank stores, past...
Are you an experienced finance consultant looking to get a foot into the tech industry? Look no further than Expoint, the job-searching platform made solely for the tech industry.
As a financial consultant at Expoint, you will be responsible for advising on how to manage the finances of their clients. You will work with a broad range of clients ranging from start-ups to established tech companies. An important part of your role will be to develop strategies to ensure income is balanced and expenses are managed. You will be required to provide up-to-date and accurate financial advice to clients, taking into consideration current and upcoming financial trends. Additionally, you will also advise on financial management strategies to help ensure the clients’ financial health and maximise their profits.
A successful financial consultant should be knowledgeable, analytical and passionate about finance. As a consultant, you will need to have a good understanding of taxation laws, financial management, investment strategies, economics and accounting principles. Good communication and interpersonal skills are essential to understand the goals and requirements of clients. It is also important to have good research and presentation skills to be able to analyse financial data, compile clear and concise reports and present findings to clients.
Expoint is the ideal job search platform for financial consultants looking to join the tech industry. You will have the opportunity to work with a range of clients, while utilising your skills and knowledge in the area of tech finance. To become part of our team, apply now and jumpstart your tech finance career with Expoint.