Financial Consultant
Wealthbridge-Financial-Group
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting‑edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long‑term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Qualifications Bachelor's degree in finance, accounting, or a related field. Experience in financial consulting or a similar role is preferred. Strong analytical and problem‑solving skills. Excellent communication and interpersonal skills to effectively connect with clients. Demonstrated ability to build and maintain client relationships. Licenses or certifications in financial planning are a plus. Benefits Top‑tier health coverage including medical, dental, and vision plans for you and your dependents 401(k) retirement plan with company match to help you build long‑term security Life and disability insurance for added peace of mind Employee wellness programs and mental health resources Career growth opportunities and ongoing training support #J-18808-Ljbffr Wealthbridge-Financial-Group
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at office$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal area$58.44k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full... ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting...SuggestedContract workTemporary workWork experience placementWork at office$16.42 - $23.19 per hour
...Job Summary and Responsibilities As our Financial Counselor, you will play a critical role in realizing CommonSpirit Health's mission by assisting patients with the financial aspects of their healthcare journey. This position is responsible for ensuring patients understand...Work at office$17.93 - $29.89 per hour
...Location: Heartland Oncology & Hematology Pay Range: $17.93 - $29.89 Job Description Summary: A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining communication...Work at officeImmediate startRemote workMonday to Friday$36k - $75k
...Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative...TraineeshipHome office- ...Health vision and mission by the creation, implementation and maintenance of an effective workflow to assist our patients with the financial responsibility of healthcare. This job is responsible for assisting patients by providing information to patients who require...
$60k - $70k
...Overview Outstanding Financial Advisor Opportunity with Local Regional Firm. This Jobot Job is hosted by Shane Bennett. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary $60,000 - $70,000 per year Why join us? Advisory...Permanent employmentLocal areaRemote work$40k - $48k
...look forward to, visit our careers page: client Benefits. Summary Client’s Advisor Support team provides high-quality support to financial professionals by responding to inbound phone inquiries and accurately processing service-related forms and documentation. Our ideal...Full timeWork at officeShift work- **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal This position is located at our Bellevue, NE Galvin Rd. S. branch. What's Important to You We know your career is just one aspect of a meaningful, complex, ...Night shift
- What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances,...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$50k
...us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as...Work at officeWork from homeHome officeFlexible hours$50 - $85 per hour
We are seeking a skilled Financial Planner to help individuals and families achieve their financial goals through comprehensive planning. In this role, you’ll analyze clients’ financial situations, create personalized plans, and guide them through implementation. If you...Hourly payWork at officeRemote workFlexible hours- ...provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we... ...Employment type Full-time Job function Job function Finance and Consulting Referrals increase your chances of interviewing at Lutz by 2x...Full timeTemporary workWork at office
- 5 days ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Business Development Manager at Prudential Advisors We are looking for Experienced Advisors to join our Team in the Omaha area. You've built a successful practice and now...Full time
$45k - $100k
...is anticipated to remain open for 30 days, from 30-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- As a Financial Advisor with Farm Bureau Financial Services, you have the opportunity to build and lead your own business—creating long-term client relationships, growing recurring income, and building a future with more control over your time, income, and legacy. This...Work at officeLocal area
- Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Financial Advisor Careers at First Command We coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through...Hourly payFor contractorsWork at officeLocal areaHome office
- ...Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll...
$125k - $145k
...clients’ needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling clients’ financial goals. They do this by first listening to and understanding each client’s unique complexities and desires, before acting. The Wealth...Temporary workLocal area$131.46k - $225.36k
...the primary advisor to high-net-worth and ultra-high-net-worth clients, delivering tailored wealth strategies that drive long-term financial success. You’ll lead client relationships end-to-end, partnering with internal specialists to provide integrated solutions across...$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- First Interstate Bank in Bellevue, NE is seeking a friendly Teller to handle daily transactions in the lobby and drive-up lanes, deliver outstanding client service, and help build lasting relationships. You will process deposits and payments, answer questions, and use ...
- ...Herzing University in Omaha seeks a Customer Service professional to assist diverse students in navigating the financial aid process. The role involves guiding students and providing counseling on funding options. This position offers onboarding support and opportunities...Remote work
- ...Northwestern Mutual in Omaha, NE is seeking College Financial Representatives for their internship program. Interns will build a financial planning practice, network with experts, and gain crucial skills in financial literacy and sales. Ideal candidates are full-time students...Full timeInternshipFlexible hours
- ...Education Consultant And Wealth Advisor Great opportunity to join our Retirement and Private Wealth Team! Are you a bright, outgoing... ...retirement plan participants and their families in holistic financial well-being by providing recommendations that will help them...Work experience placementLocal areaImmediate startFlexible hours
- ...that this position is based on our campus in Madison, WI, and requires relocation to the area. We recruit nationally and provide financial relocation assistance. We're looking for a Financial Analyst to work strategically with Epic's customers. You'll work in a creative...RelocationVisa sponsorshipRelocation package
$41.71k - $62.5k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...Part timeLocal areaImmediate startDay shift
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