Jobs at Take2 Consulting, LLC

This Vice President level role within Schwab's branch team focuses on managing existing client practices and providing comprehensive wealth management guidance. The position involves developing holistic financial plans covering retirement, investment, and estate planning while building lasting relationships through trust and strategic communication. Key responsibilities include consolidating client assets, generating referrals, and leveraging internal specialist teams to help clients achieve their financial goals. The role appeals to professionals seeking a supportive culture that prioritizes personal and professional growth, offering flexible work options and extensive development resources. Candidates will join a collaborative environment dedicated to transforming the finance industry while enjoying a robust benefits package that includes sabbaticals and tuition reimbursement.

The Sales Consultant II role within the Transatlantic Division of Southern Glazer's Wine and Spirits focuses on driving revenue growth through consultative sales in the off-premise market. Key responsibilities include building lasting customer relationships, developing strategic business growth plans, and utilizing CRM technology to manage account visits and sales opportunities. The position requires regular travel to customer locations and the ability to analyze market data to identify new selling prospects. This opportunity is appealing due to the company's strong family-owned culture, extensive investment in employee development, and comprehensive benefits package including tuition assistance and wellness programs. The role offers a dynamic environment for individuals seeking career growth within an industry-leading beverage distributor.

The Store Consultant role operates within a retail environment focused on delivering exceptional customer experiences through consultative sales and operational support. Key responsibilities include managing complex print, sign, and shipping orders, operating specialized production equipment, and guiding customers through product selection and pricing. The position also involves maintaining store inventory, handling financial transactions, and ensuring a safe, organized workspace. This opportunity appeals to individuals seeking a dynamic, fast-paced setting where they can develop versatile skills in customer service and technical operations. The role offers a collaborative culture that values quality and continuous improvement, with opportunities for team members to grow within the organization while working on-site.

This full-time Leasing Consultant role is based at a 757-unit residential community in Washington, DC, supporting a large college demographic. The position involves greeting prospective residents, conducting property tours, and managing the complete leasing cycle from initial inquiry to lease signing. Key responsibilities also include executing marketing outreach, maintaining accurate records using property management software, and fostering resident retention through dedicated customer service. The role offers a dynamic environment with a strong commission structure and is ideal for individuals seeking growth within a values-driven organization. Donaldson fosters a culture rooted in integrity, teamwork, and compassion, providing comprehensive benefits and opportunities for professional development.

This summer 2026 or winter 2027 tax consultant role involves joining a collaborative team of professionals to help clients analyze complex tax decisions and optimize business strategies. Key responsibilities include researching tax regulations, preparing detailed recommendations based on client facts, and building trusted advisor relationships while managing multiple engagements across various industries. The position appeals to motivated thinkers who thrive in a dynamic environment, offering opportunities to develop specialized knowledge in tax and financial reporting. The role operates on a hybrid model requiring in-office presence two to three days per week, with travel expected between 20 to 50 percent depending on client needs.

This senior-level Investment Consultant role serves as the lead coordinator for a Private Wealth Advisor team within the sales organization. The position focuses on orchestrating business operations, managing client service models, and overseeing team compensation and workflow. Key responsibilities include supervising support professionals, guiding strategic business initiatives for asset growth, facilitating efficient decision-making for advisors, and managing client onboarding and investment strategy implementation. The role offers the appeal of working within a globally recognized firm that emphasizes a collaborative culture, diversity, and comprehensive employee benefits. It provides significant opportunities for professional growth and leadership within a supportive environment dedicated to client success.

This contracted Marine Education Consultant role supports Blue Tech Academy, a flagship program of a new marine technology nonprofit. The position focuses on curriculum development, program management, and building a network of facilitators to deliver marine science education. Key responsibilities include creating NGSS-aligned lesson plans, coordinating workshop logistics, and recruiting educators to expand the program's reach. The role offers a unique ground-floor opportunity to shape the organization's vision and culture while working at the intersection of ocean science and technology. Starting as a part-time remote position with occasional in-person events in Los Angeles, the role provides significant flexibility and the potential to transition into a full-time leadership position as the nonprofit grows.

This Solutions Consultant role within KeyBank's Enterprise Payments division focuses on supporting business development in the healthcare vertical. The position serves as a liaison between sales teams, clients, and product management to deliver treasury management and revenue cycle solutions. Key responsibilities include conducting needs assessments, architecting payment solutions, leading product demonstrations, and managing the implementation process from sales to onboarding. The role appeals to professionals seeking to combine deep healthcare financial technology expertise with sales strategy in a rapidly growing fintech environment. While the position is based in Cleveland, Ohio, the work arrangement includes flexible options for mobile or remote execution alongside in-office collaboration.

This full-time Major Account Consultant role in direct sales is based in Nashville with a hybrid schedule blending in-office and remote work. The position involves owning a territory to generate new business by prospecting key decision-makers, developing tailored uniform service solutions, and negotiating contracts to close high-value deals. Key responsibilities include utilizing CRM tools to manage leads, collaborating with cross-functional teams, and traveling up to 50% within the territory. The role appeals to driven sales professionals seeking career growth within a global leader in the garment services industry. It offers a flexible work arrangement, a supportive team environment, and significant opportunities for advancement in a company consistently recognized for its sales culture.

The Senior Implementation Consultant role serves as a clinical subject matter expert within the implementation team, guiding home health and hospice organizations through the deployment of specialized software across the United States. Key responsibilities include leading clients through discovery and design phases, configuring clinical content, managing change efforts, and mentoring junior staff to ensure successful product adoption. The position offers a meaningful opportunity to support patient care outcomes while working in a collaborative culture that prioritizes work-life balance and professional growth. The role requires up to 50% travel for onsite and remote support, combining technical expertise with leadership to drive operational efficiency for multi-site clients.

This entry-level Neighbor Ambassador role at Prometheus supports leasing operations for the Essex House and The Merrick properties. The position blends customer service, sales, and administrative duties to guide prospective residents through the leasing process while ensuring current neighbors feel at home. Key responsibilities include conducting market surveys, preparing rental agreements, and managing apartment advertisements. The role appeals to those seeking a long-term career in property management within a vertically integrated company recognized for its award-winning culture and B Corporation status. The work arrangement requires weekend availability to match peak community activity, with weekday days off, and offers extensive benefits including fully paid health plans, retirement matching, and tuition reimbursement.

The Sr. Consultant role at Vertafore is a cross-functional position within the implementation team, bridging technical skills and business acumen to support the insurance industry. The individual manages the full lifecycle of enterprise SaaS projects, translating customer needs into configurable requirements and collaborating with engineering teams to refine product roadmaps. This position appeals to proactive professionals seeking a fast-paced environment where they can drive innovation and build strong client relationships. The role offers the opportunity to work with a collaborative culture focused on customer success and industry transformation, with a hybrid work arrangement involving office presence in Denver and potential travel to client sites.

The Floating Leasing Consultant role supports Bell Partners' mission by providing leasing and resident services across multiple properties within a designated region rather than at a single site. Key responsibilities include marketing apartments to prospective residents, managing lease applications and documentation, conducting move-in inspections, and coordinating lease renewals for current tenants. The position requires adherence to Fair Housing standards and maintaining strong relationships with residents and prospects. This opportunity appeals to candidates seeking career growth within a diverse and inclusive culture that empowers associates to make a difference. The role offers a comprehensive benefits package including health insurance and retirement matching, along with customized training programs. Success in this position involves traveling between properties to ensure consistent service delivery and operational excellence.

The Sales Consultant role at Mattress Warehouse involves driving retail sales within a team-oriented bedding environment focused on improving customer sleep quality. Key responsibilities include utilizing the exclusive bedMATCH diagnostic system to provide personalized mattress recommendations, managing in-store product displays, and assisting customers with product loading. The position appeals to motivated individuals through comprehensive paid training, continuous career development opportunities, and a culture that recognizes hard work. The role offers a competitive compensation structure with performance bonuses, extensive benefits including health insurance and 401(k) matching, and flexible scheduling options. This on-site position requires availability for evenings, weekends, and holidays, with potential for bilingual skills to be an asset.

This full-time Financial Consultant role is based in Brea, California, within the Investor Center team. The position focuses on deepening relationships with an existing client base rather than sourcing new business, utilizing Fidelity's institutional feeders to support long-term success. Key responsibilities include engaging face-to-face with customers to offer personalized financial planning, presenting complex investment solutions, and guiding clients toward retirement goals. The role appeals to professionals seeking a stable industry leader that empowers growth through comprehensive training, tuition reimbursement, and a collaborative culture. While the position requires FINRA Series 7 and 66 licenses, the company provides robust support to help associates succeed. The work arrangement is primarily on-site within the branch, emphasizing personal interaction and community impact.

This full-time remote Health Consultant role serves as the primary point of contact for clients seeking guidance on health, fitness, and DEXA technology. The position involves managing high-volume inbound and outbound communications across multiple channels, handling appointment logistics, and providing empathetic, accurate answers to complex wellness inquiries. The role appeals to experienced customer experience professionals passionate about the health industry who thrive in a dynamic, fast-paced environment. Key benefits include a supportive remote culture, opportunities for professional growth, and a comprehensive benefits package including health insurance and retirement planning.

This role involves serving as a Financial Consultant or Partner within a rapidly expanding national firm that operates on an entrepreneurial model. The position supports independent contractors in helping clients navigate their financial journeys through personalized planning, investment strategies, and debt management. Key responsibilities include conducting in-depth client consultations, developing tailored financial solutions, and educating individuals on complex financial concepts. The opportunity is appealing due to its flexible hybrid schedule, comprehensive training programs, and one-on-one mentorship that accommodates those with no prior experience. The culture emphasizes growth without restrictive quotas, offering a path to leadership and the chance to build a rewarding career while working remotely on your own terms.

This full-time Financial Consultant role is based in Brea, California, within the Investor Center team at Fidelity. The position focuses on deepening relationships with an existing client base rather than sourcing new business, utilizing a stable industry-leading platform to create complex financial plans and retirement strategies. Key responsibilities include engaging clients face-to-face to offer personalized guidance, introducing diverse investment solutions, and mentoring customers toward their long-term financial goals. The role appeals to professionals seeking growth and flexibility, supported by comprehensive training programs, tuition reimbursement for certifications, and a collaborative culture that prioritizes holistic employee well-being. Candidates must hold or be able to acquire relevant FINRA licenses to effectively serve a knowledgeable clientele.

This Financial Consultant role is based in Brea, California, within an Investor Center team that leverages an existing client base to focus on relationship building rather than new business sourcing. The position involves engaging clients face-to-face to provide personalized financial planning, retirement strategies, and investment solutions using an open architecture platform. Key responsibilities include deepening client relationships, presenting complex financial strategies, and mentoring customers toward their long-term goals. The role is appealing due to Fidelity's emphasis on professional growth, offering extensive training, tuition reimbursement for certifications, and a supportive culture that prioritizes work-life balance. While the position requires FINRA licensing, the company provides resources to help candidates acquire necessary credentials if not already held.

This Treasury Management Consultant role at U.S. Bank focuses on driving business growth through consultative sales and strategic relationship management. The position involves contacting prospective clients to advise on cash flow practices, managing existing accounts to expand business, and designing sales presentations that recommend tailored treasury solutions. Key responsibilities include identifying opportunities to cross-sell products, assisting in market strategy development, and overseeing the implementation of new services. The role appeals to professionals seeking a career with extensive growth opportunities, a collaborative culture that encourages continuous learning, and a comprehensive benefits package supporting work-life balance and financial security.

This Financial Consultant role is based in Bellevue, Washington, within the Investor Center team at Fidelity. The position focuses on deepening relationships with an existing client base rather than sourcing new business, utilizing a stable industry-leading platform. Key responsibilities include engaging clients face-to-face to provide personalized financial planning, offering guidance on complex investment strategies, and helping customers achieve their retirement goals. The role appeals to professionals seeking long-term growth through extensive training, tuition reimbursement for certifications, and a supportive culture that prioritizes holistic well-being. While the position requires specific FINRA licenses, the company provides the resources and open architecture tools necessary for success in this client-centered environment.

This Financial Consultant role is based in Roslyn, NY, within the Investor Center team at Fidelity. The position focuses on deepening relationships with an existing client base rather than sourcing new business, allowing the consultant to create complex financial plans and offer personalized guidance. Key responsibilities include engaging clients face-to-face, recommending investment strategies, and supporting customers in achieving their retirement goals using an open architecture platform. The role is appealing due to the company's stable industry leadership, extensive training programs, and a culture that prioritizes professional growth and holistic well-being. Candidates benefit from tuition reimbursement for certifications and a supportive environment designed for long-term success. The position requires relevant FINRA licenses and a background in building client rapport.