Financial Consultant jobs in Concord – Browse 25 openings on RoboApply Jobs

Financial Consultant jobs in Concord

Open roles matching “Financial Consultant” with location signals for Concord. 25 active listings on RoboApply Jobs.

25 jobs found

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companydev2 logo
Full-time|On-site|Concord

Join our dynamic team at dev2 as a Financial Consultant, where you will play a pivotal role in guiding clients through their financial journeys. Your expertise will help individuals and businesses make informed financial decisions, optimize their investments, and plan for a secure future. We are looking for a dedicated professional who is passionate about finance and committed to delivering exceptional client service.

Dec 11, 2023
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companyAdvantage Group 3 logo
Full-time|On-site|Concord

About the Role Advantage Group 3 is seeking a Senior Tax Consultant in Concord with a focus on Gift, Estate, Trust, and High Net Worth Individual (HNWI) taxation. This position centers on delivering expert advice and strategic tax planning for clients with complex financial needs. What You Will Do Advise clients on gift, estate, trust, and HNWI tax matters Develop and refine tax strategies to help clients meet their financial goals while complying with all regulations Conduct in-depth tax analysis and prepare comprehensive reports Work directly with clients to create tailored financial plans Address complex tax scenarios and provide clear, actionable recommendations What Sets This Role Apart This role combines technical tax expertise with direct client interaction. Senior Tax Consultants at Advantage Group 3 play a key part in shaping financial outcomes for clients with significant assets and sophisticated needs.

Apr 15, 2026
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companyUnitek Learning logo
Full-time|On-site|Concord

Unitek Learning is seeking a passionate and strategic Director of Financial Aid to lead our financial aid team. In this vital role, you will be responsible for overseeing financial aid operations, ensuring compliance with federal and state regulations, and providing exceptional support to our students in navigating their financial aid options. Your leadership will help empower students to achieve their educational goals.As the Director, you will collaborate closely with various departments to enhance the overall student experience and maintain the integrity of our financial aid processes. You will also play a key role in developing financial aid policies and procedures that align with the company’s mission and values.

Apr 3, 2026
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companyUniteK Learning logo
Full-time|On-site|Concord

Join UniteK Learning as a Financial Aid Administrator in the dynamic field of higher education. In this pivotal role, you will be responsible for assisting students in navigating the financial aid process, ensuring they have access to the resources necessary to support their educational goals. You will work closely with prospective and current students, providing expert guidance on financial aid options, eligibility, and application procedures. Your contributions will directly impact students’ ability to achieve their academic aspirations.

Apr 1, 2026
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companyNew Relic, Inc. logo
Full-time|On-site|Boston, Massachusetts, USA; Concord, New Hampshire, USA; Hartford, Connecticut, USA; Montpelier, Vermont, USA; New York City, New York, USA; Newark, New Jersey, USA; Philadelphia, Pennsylvania, USA; Portland, Maine, USA; Providence, Rhode Island, USA

Role Overview New Relic is looking for a Solutions Consultant II to work closely with customers across the Northeast US. This role focuses on understanding each client’s specific challenges and shaping New Relic’s offerings to fit those needs. The consultant helps customers get the most from New Relic products, supporting their goals and building strong relationships.

Apr 21, 2026
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companyCloset America, a Renuity Company logo
Interior Design Sales Consultant

Closet America, a Renuity Company

Full-time|$75K/yr - $140K/yr|On-site|Concord, NC

Interior Design Sales ConsultantW2 Employment | Comprehensive Training + Performance Bonuses | Flexible Work ScheduleRegion: Charlotte, NCCompany: Closet America, a proud member of the Renuity family.At Closet America, innovation and craftsmanship converge to redefine home living. As a prominent home renovation brand under Renuity, we strive to simplify and enhance the home improvement experience, whether it’s through new bathrooms, tailor-made closets, or exterior enhancements. Our dedicated teams serve homeowners across 36 states and are committed to delivering outstanding results and experiences.We embrace diverse perspectives and encourage individuals from all backgrounds to apply. If you’re eager to leverage your creativity, sales acumen, and design passion to help clients fall in love with their homes, this role is for you.Compensation OverviewUncapped Earnings: Top performers can earn $140,000+ per year, with average earnings around $75,000 annually.Structured training to ensure your success from day one.Bonus incentives awarded for achieving sales milestones.What We ProvideFlexible Work Hours: Enjoy a 5-day workweek with Sundays off.Comprehensive Benefits Package: Medical, dental, paid time off, and a 401(k) plan.Supportive Environment: Participate in weekly team training sessions, mentorship opportunities, and personalized coaching.Opportunities for career advancement within Closet America and the larger Renuity network.Role OverviewAs an Interior Design Sales Consultant, you will assist clients in realizing their ideal storage solutions. By utilizing your creativity, product knowledge, and interpersonal skills, you will guide customers from initial inspiration through to the final installation, transforming their functional needs into stylish, bespoke closet solutions.In this role, you will:Gain expertise in our custom product offerings and learn how to present and sell them effectively.Develop the ability to convert client needs into practical and aesthetically pleasing designs.Employ creativity and spatial awareness to craft personalized closet systems.

Mar 18, 2026
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company
Full-time|$90K/yr - $150K/yr|On-site|Concord, NC

Are you passionate about closing sales and forging relationships, and ready to get hands-on? The Sales & Service Consultant position at A1 Garage Door is tailored for you!In this dynamic role, you will blend consultative sales with practical mechanical work. Engage with homeowners in need of garage door services, establish trust, recommend effective solutions, and seal the deal—all while performing the necessary repairs yourself.No prior garage door experience? We provide comprehensive training to equip you with all the essential mechanical skills for success.Why This Role Stands Out Uncapped commission potential: First-year earnings typically range from $90K to $150K+. Your performance directly impacts your earnings—top performers consistently achieve six-figure incomes. Enjoy a company vehicle (wrapped) and a gas card—think of it as your mobile office! All the tools you need are provided. Comprehensive benefits including medical, dental, vision, and 401k. Paid time off and weekly pay. Participate in a 6-week paid training program (2 weeks in the field and 4 weeks at our Training Academy in Phoenix, AZ, with flights and lodging covered). Earn a $1,000 bonus upon graduating and launching in your market.Your Daily ResponsibilitiesThis position is primarily sales-focused, but you will also engage in hands-on work. Each day will involve:Sales DutiesVisiting homeowners for scheduled service calls.Quickly establish trust, clearly explain options, and successfully close repair or upgrade sales.Repair DutiesReplacing springs, rollers, motors, and other door components.Installing keypads, running wiring, and adjusting equipment for optimal performance.Lubricating and testing equipment to ensure smooth operation.Utilizing basic hand and power tools to complete the work you sell.Customer ServiceDelivering an exceptional customer experience that fosters repeat business and referrals.

Mar 6, 2026
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company
Full-time|$90K/yr - $150K/yr|On-site|Concord, NC

Exciting Career Opportunity in Sales and Mechanical ServicesDo you have a passion for closing sales and fostering relationships? Are you also ready to engage in hands-on mechanical work? This position is tailored for you.At A1 Garage Door Service, our Sales & Service Consultants blend consultative sales with practical mechanical skills. You’ll engage with homeowners requiring services, establish trust, recommend the best solutions, seal the deal, and then carry out the repairs yourself.No prior garage door experience? We provide comprehensive training on all necessary mechanical skills for your success. We're also piloting an AI assistant to facilitate interviews anytime, 24/7, allowing us to connect with qualified candidates more efficiently. Don't forget to check your email after your application!What Sets This Role Apart Unlimited commission potential: First-year earnings generally range from $90K–$150K+. Your performance directly influences your earnings—top achievers consistently reach six-figure incomes. Company vehicle (fully wrapped) plus gas card—your mobile office. All necessary tools provided. Comprehensive medical, dental, vision insurance & 401k plan. Paid time off plus weekly pay. 6-week paid training program (2 weeks on-site and 4 weeks at our Training Academy in Phoenix, AZ—flights and lodging covered). A bonus of $1,000 upon graduation and market launch.Your Day-to-Day ResponsibilitiesThis role primarily focuses on sales, but you will also engage in hands-on work. Daily tasks include:SalesVisit homeowners during scheduled service calls.Quickly build trust, clearly explain options, and close sales for repairs or upgrades.RepairsReplace springs, rollers, motors, and other door components.Install keypads, run wiring, and adjust equipment for optimal functionality.

Mar 2, 2026
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companyGlobal Elite Careers logo
Full-time|Remote|Concord, New Hampshire

About the Role Global Elite Careers invites applications for a remote financial services position based in Concord, New Hampshire. This role centers on helping families secure their financial future and supporting the well-being of children and communities. The company values growth, integrity, and a strong sense of purpose in its team members. What Makes This Role Stand Out Mission-driven work: Help protect families by providing essential financial services that offer security and peace of mind. Remote flexibility: Work from home and shape a routine that fits both your professional and personal life. Room to grow: Advance your career with a company that encourages development and recognizes potential. Direct impact: Guide families through important financial decisions and help them prepare for life's uncertainties. Integrity first: Uphold honesty and trust in every client interaction. What We Look For Genuine interest in supporting others and making a positive difference Strong communication and interpersonal skills Comfort working independently and as part of a team Commitment to ethical conduct in all professional matters How to Apply Those seeking a meaningful, remote career in financial services are encouraged to apply. All interviews will be conducted via Zoom video conferencing.

Apr 22, 2026
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companyCXT Software logo
Full-time|$300K/yr - $375K/yr|On-site|Concord, New Hampshire

Are you an innovative finance executive who views the CFO position as a pivotal role in steering a company's strategic direction? Do you thrive on fostering profitable growth through both organic means and mergers and acquisitions? If you find fulfillment in enhancing processes and systems that minimize manual tasks, empowering your team to focus on delivering valuable insights, then we want you!CXT Software is the technological backbone for delivery operations, catering to courier, last-mile, and healthcare logistics companies across North America. Following our merger with e-Courier, we have consolidated two robust platforms to establish the largest TMS designed specifically for last-mile and courier operations. Recently acquired by Ionic Partners, we are dedicated to enhancing operational efficiency, returning to profitable growth post-investment, and pursuing further acquisitions. Our goal is to double our impact within the next three years, and we are seeking a CFO to spearhead this exciting phase of growth.As a senior leader within our organization, you will collaborate with an exceptional team committed to driving growth, continuous improvement, and developing solutions that enable our customers to achieve efficiencies and expand their businesses. CXT is on a trajectory of organic growth while actively exploring strategic acquisitions to enhance our capabilities and provide our markets with the cutting-edge technology solutions they deserve. In your capacity as CFO, you will play a vital role in these initiatives and serve as a key representative of the company to investors, lenders, and clients. You will be supported by established playbooks, best practices, and seasoned leaders from Ionic, ensuring you have the collaboration and guidance necessary to complement your expertise.This is more than just a finance role; it is a chance to influence the future of our organization through organic growth and acquisitions, while effectively representing CXT to investors and stakeholders. If you are prepared to apply your financial acumen and strategic insight to help CXT accelerate its growth trajectory and lead in its markets, we encourage you to apply!

Apr 2, 2026
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companyGlobal Elite Careers logo
Full-time|Remote|Concord, New Hampshire

About the Role Global Elite Careers is hiring for a remote financial services position based in Concord, New Hampshire. This role centers on helping families secure their financial futures. The team values compassion, integrity, and a strong commitment to supporting others. All work is remote, offering flexibility and the chance to contribute from home. What You Will Do Support families by providing financial guidance and solutions that promote stability and peace of mind. Engage with clients to understand their needs and help them navigate important financial decisions. Uphold high ethical standards in every client interaction, ensuring honesty and transparency. Work independently while collaborating with a mission-driven team focused on making a positive impact. Why Join Global Elite Careers? Mission-Driven Work: Every day brings the chance to make a meaningful difference for families in need. Remote Flexibility: Work from home and maintain a balanced lifestyle while contributing to a cause that matters. Growth and Advancement: The company values each team member and offers opportunities to advance professionally. Supportive Culture: Join a team that values integrity, compassion, and collaboration. What We Look For A genuine desire to help others and make a positive impact. Strong communication and interpersonal skills. Ability to work independently and as part of a collaborative team. Commitment to ethical conduct and integrity in all professional interactions. How to Apply If a career helping families through financial services appeals to you, consider applying to join the team. All interviews are conducted via Zoom video conferencing.

Apr 22, 2026
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companyGlobal Elite Careers logo
Full-time|Remote|Concord, New Hampshire

Role Overview Global Elite Careers is looking for individuals who want to work remotely in the financial services sector. This position centers on helping families in Concord, New Hampshire, secure their financial futures. Team members play a direct role in providing protection and support to clients, contributing to their peace of mind. What Makes This Role Stand Out Mission-Driven Work: Join a team focused on safeguarding families through essential financial services. Remote Flexibility: Work from home and manage your schedule while making a real impact. Growth Opportunities: The company supports professional development and advancement for those who want to build a career in financial services. Supportive Guidance: Use your skills to help families navigate financial decisions and uncertainties. Commitment to Integrity: Every client interaction is built on trust and transparency. What We Look For A genuine interest in helping others and making a positive difference Strong communication and interpersonal skills Ability to work independently and as part of a team Dedication to ethical conduct and professionalism Additional Details This is a remote position. All interviews will be conducted via Zoom video conferencing. If you are ready to build a meaningful career from home, support families, and grow with a company that values compassion and integrity, consider applying to join Global Elite Careers.

Apr 22, 2026
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company
Full-time|$90K/yr - $150K/yr|On-site|Concord, NC

Join Our Team as a Sales & Service Consultant!Are you passionate about closing deals and fostering relationships? If so, this role blends sales expertise with hands-on mechanical work, making it a perfect fit for you.At A1 Garage Door, our Sales & Service Consultants excel at consultative sales while also performing mechanical repairs. You will engage with homeowners who are in need of service, earn their trust, recommend suitable solutions, secure the sale, and take on the repair yourself.No prior garage door experience? We provide comprehensive training to equip you with all the mechanical skills necessary for success.Unique Aspects of This Role Unlimited commission potential: First-year earnings typically range from $90K to over $150K. Your performance directly impacts your earnings—top performers consistently achieve six-figure incomes. Company vehicle (wrapped) and gas card provided—your mobile office. All necessary tools are supplied. Comprehensive medical, dental, vision insurance & 401k. Paid time off and weekly pay. 6-week paid training program (2 weeks in the field, 4 weeks at our Training Academy in Phoenix, AZ, including covered flights and lodging). A $1,000 bonus upon graduation and launching in your market.Your Daily ResponsibilitiesThis is primarily a sales role, with hands-on responsibilities. Daily tasks include:Sales:Conduct scheduled service calls with homeowners.Quickly build trust, clearly explain options, and close sales for repairs or upgrades.Repairs:Replace springs, rollers, motors, and other essential door components.Install keypads, run wiring, and adjust equipment for optimal function.Lubricate and test equipment to ensure smooth operation.Utilize hand and power tools to complete the work you sell.Customer Service:Provide exceptional service to homeowners throughout the entire process.

Mar 6, 2026
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companySonic Automotive logo
Full-time|On-site|Concord

About the Role Sonic Automotive is hiring a Sales Consultant for its Concord Honda location. This position involves working directly with customers, learning about their needs, and helping them navigate the vehicle buying process. The team values collaboration and aims to deliver strong customer service every day. What You Will Do Engage with customers on the showroom floor and online Listen to customer needs and recommend suitable vehicles Guide customers through each step of the purchasing process Work with a wide selection of vehicles Support team goals and contribute to a positive atmosphere What Sonic Automotive Offers Opportunities to build sales skills A team that values collaboration and shared success A varied inventory of vehicles to work with

Apr 16, 2026
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companydev2 logo
Full-time|On-site|Concord

We are seeking a highly skilled and experienced Senior Manager, Information Security Office Consultant to join our dynamic team at dev2. In this pivotal role, you will lead our information security initiatives, ensuring the protection of our digital assets and compliance with industry standards. Your expertise will guide the implementation of robust security policies and practices that safeguard our organization from evolving threats.

Dec 11, 2023
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companyAir Charter Service logo
Full-time|On-site|Concord

A DAY IN THE LIFEDevelop a robust client list through thorough research utilizing internal and external databases, websites, and social media platforms.Proactively engage with potential clients via outbound sales calls, emails, and in-person or virtual meetings, converting prospects into loyal ACS clients.Establish and nurture relationships with Private Jet Operators to guarantee optimal aircraft options that meet client specifications.Foster and maintain enduring client relationships to drive repeat business.Consistently surpass sales activity and financial performance targets.Adhere to company protocols meticulously to safeguard both ACS and client interests.Exhibit comprehensive knowledge of aircraft and the chartering process.Oversee charter bookings from initial inquiry through to successful completion.Monitor and manage flight departures effectively.Expand a diverse and impactful network of contacts both internally and externally.Make prompt and clear decisions, which may involve difficult choices or considered risks.

Mar 6, 2026
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companyGlobal Elite Empire Consultants logo
Part-time|$1K/yr - $2K/yr|Remote|Concord, North Carolina

Global Elite Empire Consultants seeks a Remote Part-Time Client Benefits Representative based in Concord, North Carolina. This role suits those looking for flexible, supplemental income in the financial services field. Most representatives dedicate about 20 hours per week, making it possible to balance this position with other work or personal commitments. All work is performed from home. Key Responsibilities Conduct virtual consultations to discuss and develop personalized financial benefit solutions for clients Build and maintain ongoing client relationships Stay informed about industry trends and product offerings to better serve clients Collaborate with a remote team to achieve shared objectives and provide peer support Typical Day-to-Day Tasks Communicate with clients by phone Arrange appointments for clients interested in benefit programs Present and explain insurance products and benefits in a virtual setting Guide clients through the insurance application process Participate in optional ongoing training sessions to develop skills What to Expect Fully remote work setup Comprehensive training provided Supportive team culture Opportunities for advancement based on performance Weekly compensation Interviews for this position are held via Zoom video conferencing. Global Elite Empire Consultants acts as a third-party recruiter and is not an insurance agency.

Apr 24, 2026
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companyGlobal Elite Careers logo
Remote Enrollment Specialist

Global Elite Careers

Full-time|Remote|Concord, New Hampshire

Role Overview Global Elite Careers is hiring a Remote Enrollment Specialist based in Concord, New Hampshire. This position supports families by guiding them through financial services that help secure their futures. Work from home while building a career grounded in integrity and service. Why Join Global Elite Careers? Purposeful work: Help families gain peace of mind and financial security. Remote flexibility: Set up your workspace at home and manage your schedule to fit your life. Career growth: Advance within a company that recognizes potential and supports development. Meaningful impact: Use your skills to guide families through important decisions and uncertainties. Integrity-driven culture: Uphold transparency, honesty, and trust in every client interaction. What We Look For Genuine interest in supporting and positively influencing others Clear communication and strong interpersonal skills Ability to work independently as well as part of a team Consistent ethical conduct and integrity in all professional dealings Additional Details All interviews are held via Zoom video conferencing. If this remote role aligns with your values and strengths, consider applying to help families build brighter futures with Global Elite Careers.

Apr 22, 2026
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companyJ.S. Held LLC logo
Full-time|On-site|Concord

J.S. Held LLC is on the lookout for a seasoned Industrial Hygiene leader to spearhead and expand our consulting operations throughout the Northeast. This position is perfect for an individual who thrives in managing intricate programs, guiding exceptional teams, and cultivating robust client partnerships.As the Regional Lead, your responsibilities will encompass directing extensive industrial hygiene projects, mentoring technical staff, and playing a pivotal role in our growth within the Northeast market. A profound understanding of asbestos, lead-based paint, mold, and indoor air quality (IAQ) assessments is crucial, along with a strong grasp of regulatory frameworks and proven client interaction skills.Key ResponsibilitiesOversee and manage industrial hygiene projects from inception to completion, ensuring adherence to quality, compliance, and profitability standards.Act as the primary liaison for strategic accounts while nurturing enduring client relationships.Conduct and supervise assessments pertaining to asbestos, lead-based paint, mold, and IAQ.Formulate project scopes, budgets, and proposals in alignment with client objectives.Provide practical technical leadership and mentorship to project managers and field teams.Ensure compliance with OSHA, EPA, and all relevant Northeast state regulations.Drive business development initiatives through presentations, proposals, and participation in industry events.Represent J.S. Held at regional conferences and professional associations.

Feb 16, 2026
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company
AI Transformation Lead

Valsoft Corporation

Full-time|On-site|Concord, New Hampshire, United States

Digital Currency Systems stands at the forefront of technology innovation within the alternative financial services sector. Our platform empowers clients with extensive industry knowledge to handle all facets of modern financial operations. We provide a purpose-built software solution that allows alternative financial service centers to manage transactions, ensure compliance, and streamline daily operations from a unified system—catering to the tens of millions of unbanked and underbanked individuals in America who rely on our services daily.The AI Transformation Lead is tasked with spearheading the identification, construction, validation, and scaling of AI-driven product solutions that yield tangible results for both customers and the business. This is a hands-on, AI-centric position. The ideal AI Transformation Lead actively develops functional solutions using AI, directly collaborates with customers, quickly iterates based on feedback, and works closely with internal teams to automate processes and eliminate manual tasks. This role encompasses all duties of an AI Product Engineer, while also leading customer discovery, validation, prioritization, assessing measurable impacts, and driving internal automation initiatives.This position is not confined to managing backlogs or roadmaps. It is not about handoffs or merely writing requirements in isolation.

Mar 9, 2026

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