Consultant Salary at Wealth-X BETA

Job Description Job Description Must be a US citizen. Virtual Events Marketing Manager We're dedicated to providing exceptional experiences to our customers, and that extends to our virtual events and webinars. We're seeking an experienced Virtual Event Marketing Manager to join our team. This role will focus on building awareness for suite of products and services through strategic event marketing campaigns, with a particular emphasis on virtual events and webinars. The ideal candidate will have a strong background in marketing, with a knack for both day-to-day execution and long-term strategy. Key Responsibilities: • Lead end-to-end management of virtual events and webinars, ensuring all timelines and objectives are met. • Oversee virtual event and webinar workstreams and develop tactical plans to achieve established goals. • Foster strong cross-functional relationships with teams such as Product Marketing, Campaigns, Brand, Social, Paid Media to ensure alignment and successful outco

Overview: Stax recently announced a strategic investment by Blue Point Capital Partners which will fuel a new chapter of growth in key areas across the firm including expanding our recruitment and talent development efforts. To support our accelerated growth, Stax is growing our talented team of Senior Consultants. We are seeking individuals with a passion for learning and the desire to tackle the most challenging issues businesses face today. Senior Consultants play a vital role within the firm and are presented with tremendous opportunities for professional development and personal growth. ? During your time at Stax, you will consistently face intellectually challenging projects with clients such as Private Equity funds, Investment Banks, and Fortune 500 companies. Working across a wide spectrum of industries on short-term engagements designed to last 4-12 weeks, you will gain new hands-on experiences with each project you encounter. ? You will also have incredible opportunities to j

Description Summary: Travis Credit Union's (TCU) Financial Services Advisers provide financial consulting services to assist members with identifying their financial goals and objectives. This team acts as a catalyst for the promotion and growth of TCU's financial products and services portfolio. Two career ladders exist within the Financial Services Advisors family: independent consultant or a collective wealth advisory team. By assisting TCU members in identifying and growing their financial health objectives, this team acts as a conduit in providing tools for member objective achievement while supporting TCU's overall services capabilities and strategic objectives. Profile: Reviews, analyzes and recommends appropriate mixture(s) of products and services to support each member's individual financial goals and objectives. Establishes, maintains and develops trusting and effective advisory, fiduciary relationships with members. Conducts financial consulting sessions with members to ide

Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Profes

Description Are you a results-oriented and driven sales professional with a proven track record of achieving sales goals? We're seeking a Financial Consultant who can develop a sales strategy to build new and expand current customer relationships. We support our sales team with the tools, training, management, and competitive compensation necessary to ensure your success. Job seekers should be motivated self-starters with superior communication, customer service, and interpersonal skills. If you are looking for a lucrative position, we want to talk to you today! Responsibilities •Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives. •Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan. •Create customized financial plans using the products and services we offer based on clients' potenti

Description Davis Family Financial, LLC in Phoenix, AZ, is seeking a Wealth Advisor to join our team. As part of our team, you will have the opportunity to work in a dynamic and supportive environment where your expertise and passion for financial planning will be valued. You will have the chance to grow both personally and professionally while helping our clients achieve their financial goals. Join us at Davis Family Financial, LLC, and be part of a team that is dedicated to providing top-notch financial services to clients in Phoenix and beyond. Responsibilities •Analyze clients' financial needs and goals to develop personalized financial plans. •Implement investment strategies to help clients achieve their financial objectives. •Monitor and review clients' accounts to ensure alignment with their financial goals. •Provide ongoing financial guidance and support to clients, including updates on market trends. •Comply with all regulatory requirements and ethical standards in the financi

Job Description Job Description Company Overview: NLS provides intelligence capture, processing, and analysis for our clients. NLS merges time tested techniques and cutting edge technology to provide investors, owners, or contractors greater predictability and insight into projects and their execution. Our team has over 250 years of combined experience in project controls across multiple industries. If you've ever experienced projects with ineffective project controls then you know the trouble it can cause. Position Overview: The Management Consulting-Management Consulting will Provides human resources consultation and support to a designated business unit to define and execute HR strategies that enable accomplishment of business objectives. This role will collaborate with leadership teams and key stakeholders to drive the HR strategy aligned with business goals. This individual will be critical in providing expertise in talent management, organizational development, employee relations

Job Description Job Description Author Solutions is a world leader in the supported self-publishing industry. We are a global company, headquartered in Bloomington, Indiana. We offer a full array of publishing, marketing and book distribution services to a unique and valued customer - authors who have a story to tell. We are excited to be adding experienced professional Marketing Sales Consultants to our growing organization. We are interested in individuals with successful B2C sales experience, who take ownership for their success, are goal oriented and driven. Compensation is robust for those who are willing to work hard and have high expectations and personal goals. We provide extensive training and continued development opportunities. Our Marketing Sales Consultants develop lasting relationships with authors all around the world and play an important part in helping our author’s dreams come true. Does this sound like you? Do you: Set demanding personal goals Strive for excellence a