Top 391 Financial consultant Jobs in Dallas, Tx

Financial Consultant
Optum —Dallas, TX
- $72,800 - $130,000 a year
- Full-time
- 18 years or older
- Pass drug screening
- Mid-level
- On-the-job training
2d
Entry-Level Financial Advisor
Texas National Financial Group —Dallas, TX
- $50,000 - $90,000 a year
- Hybrid work
- No experience needed
- US work authorization
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Guided Solutions Financial Advisor
Allworth Financial —Dallas, TX
- Full-time
- Office
- Continuous improvement
- Mentoring
- Health savings account
- Paid holidays
3d
Financial Advisor/Wealth Manager - Dallas, TX
Florida Financial Advisors —Dallas, TX
- From $100,000 a year
- Weekends as needed
- Mid-level
- Office
- US work authorization
- Health insurance
- 401(k)
Quick Apply
Senior Associate, Capital Markets - TX
Phoenix Energy One, LLC —Dallas, TX
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Accounting
- US work authorization
- Profit sharing
- Health savings account
Quick Apply
Financial Legacy Consultant — Training Provided
The Purposeful Plan —Dallas, TX
- $28,000 - $65,000 a year
- Part-time
- Hybrid work
- 18 years or older
- No experience needed
- Entry level
Quick Apply
1d
Senior Estate Planning Professional
Fisher Investments —Plano, TX
- Hybrid work
- Office
- Analysis skills
- Travel
- Paid holidays
- Health insurance
Retirement Income Consultant
TIAA —Frisco, TX
- $68,800 - $83,800 a year
- Online Application
- Mid-level
- Business development
- Negotiation
International Investment Counselor (US Based) - UK Clients
Fisher Investments —Plano, TX
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Investor relations manager (Financial advisors, RIA's, wealth mgr good fit)
Imperial Asset Management, LLC —Dallas, TX
- $175,000 - $300,000 a year
- Full-time
- Management
- Research
- Residential
Quick Apply
International Investment Counselor (US Based) - Canadian Clients
Fisher Investments —Plano, TX
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Wealth Advisor
TIAA —Frisco, TX
- $80,000 - $95,000 a year
- Online Application
- Research
- Mid-level
- Office
Financial Advisor
Edward Jones —Sunnyvale, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Virtual Financial Consultant
TIAA —Dallas, TX
- $70,600 - $103,000 a year
- Online Application
- Mid-level
- Office
- Business development
- 403(b)
- Life insurance
Financial Representative
Northwestern Mutual - Las Colinas —Euless, TX
- $75,000 - $100,000 a year
- Full-time
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Thrivent Financial —Dallas-Fort Worth, TX
- From $100,000 a year
- Full-time
- Background check
- Office
- US work authorization
- Paid training
- Health savings account
Quick Apply
Registered Branch Associate
Edward Jones —Colleyville, TX
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Wealth Management Client Relationship Manager
TIAA —Dallas, TX
- $71,300 - $80,500 a year
- Online Application
- Mid-level
- Office
- Business development
Virtual Financial Advisor - Dallas - Hybrid
Thrivent —Dallas, TX
- $23.80 - $26.45 an hour
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Associate
Legacy Lab Financial LLC —Irving, TX
- $75,000 - $250,000 a year
- Part-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Work from home
Quick Apply

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financial consultant jobs near dallas, tx

Financial Consultant

Optum -
Dallas, TX

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Job Details

Full-time
$72,800 - $130,000 a year
2 days ago

Benefits

On-the-job training

Qualifications

Confidential information handling
Financial model construction
Spreadsheets
High school diploma or GED
Financial projection model development
Excel data analysis

Full Job Description

This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. For all hires in Minneapolis, Virginia, Maryland, or Washington, D.C. area, you will be required to work in the office for a minimum of four (4) days per week.

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.

OptumRx is looking for a Financial Consultant to join our Optum Specialty & Home Delivery Finance Team. This individual will support and manage pricing and financial impacts of current and future contracts. Financial support of these contracts entails reviewing pricing within contracts, looking for financial opportunity, and reporting on performance. This role is critical to every aspect of our business and will require advanced financial modeling skills, attention to detail and the willingness to push forward in an ambiguous environment. This will be a highly visible role, with the opportunity to present your financial findings to various levels of leadership and serve as an integral part in supporting pharmacy leadership to drive financial performance and growth of Optum Specialty & Home Delivery Pharmacies.

This position is full-time, Monday Friday. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm local time.

We offer weeks of on-the-job training. The hours of the training will be based on schedule or will be discussed on your first day of employment.

Primary Responsibilities:

Create financial models that identify financial opportunities and help inform strategy
Pull data to maintain and create financial reports and models on a monthly and quarterly basis
Monitor newly launched specialty pharmacy products and develop pricing proposals based on various economic/market variable
Support contract negotiation team in the negotiation process by providing ad hoc analytics and reviewing counter offers
Frequent interaction with senior leaders from multiple parts of the business, requiring professional demeanor and ability to articulate concepts in a clear and concise manner
Comfortable working in an environment with competing priorities and tight deadlines

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

High School Diploma/GED
Must be 18 years of age or older
2+ years of experience in Finance/ Pricing/Underwriting
Advanced Microsoft Excel skills (pivot tables, large data sets, formulas)
Ability to analyze data, summarize it, and provide conclusions
Experience preparing and delivering financial results or modeling to management/leadership
Ability to work full-time, Monday Friday. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm local time.

Preferred Qualifications:

Healthcare experience
Experience pulling data to create/maintain financial reporting
Experience working in a matrix environment, building relationships, and partnering with business leaders

Telecommuting Requirements:

Ability to keep all company sensitive documents secure (if applicable)
Required to have a dedicated work area established that is separated from other living areas and provides information privacy.
Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service.

All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy.

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $72,800 - $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.

Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.

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Refine Your Search

financial consultant jobs in dallas, tx

Financial Consultant

Entry-Level Financial Advisor

Guided Solutions Financial Advisor

Financial Advisor/Wealth Manager - Dallas, TX

Senior Associate, Capital Markets - TX

Financial Legacy Consultant — Training Provided

Senior Estate Planning Professional

Retirement Income Consultant

International Investment Counselor (US Based) - UK Clients

Investor relations manager (Financial advisors, RIA's, wealth mgr good fit)

International Investment Counselor (US Based) - Canadian Clients

Wealth Advisor

Financial Advisor

Virtual Financial Consultant

Financial Representative

Financial Advisor

Registered Branch Associate

Wealth Management Client Relationship Manager

Virtual Financial Advisor - Dallas - Hybrid

Wealth Management Associate

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