Financial Consultant
Wealthbridge-Financial-Group
Overview 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. Responsibilities Engage with clients to understand their financial objectives and risk tolerance. Provide tailored financial advice and strategies that align with clients' goals. Leverage financial tools and analytics to assess client needs and develop action plans. Collaborate with a network of industry experts and access to resources to serve clients effectively. 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
- ...Workplace Financial Consultant This job requires you to live in the Greater Milwaukee/Madison, WI area, as you will be working on local client campuses 4-5 days a week. The Role The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education...SuggestedFull timeLive inLocal areaFlexible hours
$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 officeNorthwestern Mutual
Whitefish Bay, WI4 days ago- ...Position Overview The Patient Financial Counselor plays a vital role in assisting patients with financial resources to eliminate barriers to care while optimizing revenue for the organization. This position connects patients to available financial assistance programs,...SuggestedWork at office
Outreach Community Health Centers
Milwaukee, WI3 days ago $51.8k - $95.9k
...Water Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with... ...partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....SuggestedContract workPart timeLocal areaKoitecc Solutions
Milwaukee, WI4 days ago$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 officeUnavailable
Whitefish Bay, WI2 days ago$65k - $85k
...Financial Advisor Apply Here Who We Are Retirable is a mission‑driven fintech headquartered in New York with a growing advisor hub... ...with peace of mind. Responsibilities Conduct financial planning consultations with warm inbound prospects who’ve requested a consultation....Work at officeMonday to FridayWeekday workDIAGRAM
Milwaukee, WI4 days ago- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities Provide...
Tri-State Wealth Advisors of Prudential Advisors
Milwaukee, WI5 days ago $45k - $100k
...anticipated to remain open for 30 days, from 09-Jul-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 500¹ company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Milwaukee, WI3 days ago- Join our team which is committed to the delivery of the highest quality healthcare service. We are seeking a Patient Financial Counselor who is self-motivated, energetic, and a take-charge individual. Responsibilities: # Assist clients with applying and understanding...Work at office
Sixteenth Street Community Health Center
Milwaukee, WI2 days ago $45k - $100k
...is anticipated to remain open for 30 days, from 15-Jan-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 500¹ company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Milwaukee, WI2 days ago$17.75 - $21 per hour
...mobility and freedom. Could This Be For You? Educate and assist patients with making informed decisions about payment options and financial arrangements regarding their healthcare services. Determine and verify patient insurance coverage and eligibility for financial assistance...Work at officeLocal areaFlexible hoursHanger
Milwaukee, WI3 days ago$100k
...Drake & Associates is a respected financial planning firm in Waukesha, WI, committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our 'One Plan, One Coach' approach and seek a driven...Local areaDrake & Associates Ltd
Milwaukee, WI4 days ago- ...Financial Aid Counselor Position Title: Financial Aid Counselor Reports To: Director of Financial Aid & Veterans Services Department: Financial Aid & Veterans Services Employment Status: Full-time Pay Months: July-June Position Summary: The position of...Full timeWork at officeAfternoon shift
Mount Mary College
Milwaukee, WI1 day ago - ...phone with key customers including: patient families, physician offices, and insurance companies Identifies Self-Pay patients to Financial Counselors based on CHW administrative guidelines and adheres to the Financial Clearance self-pay process as appropriate....Contract workRemote work
$61k - $119k
Northwestern Mutual is seeking a Financial Advisor in Elm Grove, Wisconsin, to guide clients in achieving their financial goals. The role involves building a client base, developing personalized financial plans, and managing these plans over time. The position offers a...$91.8k - $171k
...clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency with investment and planning expertise ensuring clients receive...Contract workPart timeLocal areaShift workBank of Montreal
Milwaukee, WI2 days ago$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...Full timeFor contractorsInternshipLocal areaUnavailable
Elm Grove, WI2 days ago$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...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Milwaukee, WI2 days ago$63.83k - $136.58k
...The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of...Work at officeLocal areaFlexible hoursUMB Bank
Milwaukee, WI5 days ago- ...Job Type Full-time Description Resident Financial Counselor (Senior Living) We are seeking a dedicated and detail-... ...and hospice services via Commonheart , management support and consulting. The people of Illuminus are not just our colleagues, our employees...Full timeTemporary workPart timeReliefFlexible hours
Illuminus
Milwaukee, WI2 days ago - ...Overview At Johnson Financial Group, our Wealth Advisors are more than financial professionals - they are trusted local partners who help clients, families, and businesses make confident decisions for the future. If you are relationship-driven, community-minded, and...Local area
Johnson Financial Group LLC
Milwaukee, WI4 days ago $1,000 per month
...Who We Are Testing "Who We Are" 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Milwaukee, WI1 day ago- ...Northwestern Mutual in Milwaukee, WI is seeking College Financial Representatives for their internship program. In this role, you will learn to develop financial planning strategies, network to build a client base, and gain valuable exposure to proprietary software platforms...Full timeInternshipFlexible hours
Northwestern Mutual
Milwaukee, WI2 days ago - ...Northwestern Mutual is seeking College Financial Representatives for its internship program in Wauwatosa, Wisconsin. Interns receive guidance to build a financial planning practice while engaging with experts and financial products. This opportunity allows you to gain...Full timeInternshipFlexible hours
Northwestern Mutual
Wauwatosa, WI2 days ago - ...Northwestern Mutual's College Financial Representative internship provides guidance, connection, and a framework for building an integrated financial planning practice while you study. You will learn prospecting, develop a business strategy, meet clients, and gain exposure...Full timeInternshipFlexible hours
Northwestern Mutual
Milwaukee, WI1 day ago - ...Bank of America seeks a Merrill Advisor Development Program – Financial Advisor to work with high-net-worth individuals, identifying their financial needs and developing customized investment strategies. This role emphasizes building relationships and delivering comprehensive...
Bank of America
Milwaukee, WI5 days ago - ...income/ expenses, capital injection, bank reconciliation and also documentation filing for finance related accounts. Supporting Financial Operations: Assist with day-to-day financial operations such as accounts payable, accounts receivable, payroll processing, and...
Foxconn Technology Group
Milwaukee, WI5 days ago - Job Overview A law firm seeks a Debt Finance Associate to join its Finance Practice Group in Milwaukee, WI. The associate will engage in a variety of debt finance transactions, including drafting, negotiating, and executing financing documents, and advising on credit facilities...Work at office
BCG Attorney Search
Milwaukee, WI2 days ago $80k - $108k
...and find a professional home, Wipfli offers a career-defining opportunity. Job Summary We are seeking a? Senior Consultant? to deliver financial advisory services to?Federally Qualified Health Centers (FQHCs). In this role, you will partner with senior finance leaders...Temporary workWork experience placementLocal areaRemote workFlexible hoursWipfli
Milwaukee, WI5 days ago$164k - $250k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...Full timeTemporary workFlexible hoursWealth Enhancement Group
Milwaukee, WI3 days ago
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