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
$20 - $30 per hour
...assigned. Interview and evaluate the needs of members and potential members, identify appropriate member needs and cross-sell financial products that meet those needs. Serve membership by providing information and account service in a pleasant, professional and efficient...SuggestedRemote workLevo Federal Credit Union
Sergeant Bluff, IA4 days ago$50k
...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 clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Sioux City, IA3 days ago- ...Financial Counselor Siouxland Community Health Center has an opening for: 1 – Full-Time position The schedule for this position is Monday, Tuesday, Wednesday 8:00am-5:00pm, Thursday 8:00am-noon, and Friday 8:00am-5:00pm Successful candidate must have solid...SuggestedFull timeWork at office
Siouxland Community Health
Sioux City, IA1 day ago - .../ Ag Loan Officers. In addition, this position will provide financial services to Commercial, Ag and Consumer clients. This position... ...on trouble loans including inspections of properties, client consultations, loan modifications, etc. Assists Loan Administrator in performing...SuggestedWork experience placementWork at office
Midstates Bank
Sergeant Bluff, IA11 days ago $20.29 per hour
...may be required. 2. Handle all third party insurance processing for patients, including determination and verification of benefits, financial interview with clients or guardians, and follow-up of financial commitments, while checking for consistency of commitments. 3....SuggestedDaily paidWork at officeMonday to FridayRosecrance
Sioux City, IA12 hours ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Sioux City, IA4 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...Work at office$90.2k
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 make an impact in the lives of the people you serve, helping them build, grow...Full time- SCHC - Iowa Siouxland Community Health Center 1021 Nebraska St Sioux City, IA 51105, USA SCHC - Iowa Siouxland Community Health Center 1021 Nebraska St Sioux City, IA 51105, USA Siouxland Community Health Center has an opening for: 1 - Full-Time position The schedule ...Full timeWork at office
$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 hoursNorthwestern Mutual Life Insurance Company
Sioux City, IA1 day ago$65k - $75k
...Personal Financial Counselors (PFCs) provide financial counseling services at military installations. Primary responsibilities include... ...and counseling that may involve one-on-one counseling, consultation with a commander or other staff, conducting briefings and educational...Contract workWork at officeFlexible hoursFederal Guardian
Sioux City, IA1 day ago- ...# Provides education on investment concepts and available products. # Analyzes and develops financial planning and investment needs of clients and prospects. Consults and recommends financial strategies and products. # Develops and cultivates an internal and external...Work experience placementLocal area
Northwest Bank
Sioux City, IA4 days ago - ...valued. This role provides seamless, one-stop experience by efficiently processing transactions and addressing clients’ sales and financial service needs. Utilizing a need-based selling approach, it offers tailored solutions to help build long-term financial relationships...Work experience placementNight shift
Central Bancompany
Sioux City, IA4 days ago - ...Officer evaluates needs of potential clients and offer appropriate financial products, services, and loans Promote and cross-sell... ...reach out for a confidential conversation- Logan Hovland (Search Consultant with GPAC) Call or email: (***) ***-**** or logan....Local area
gpac
Sioux City, IA4 days ago - ..., short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection. ABOUT SECURITY NATIONAL BANK: Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time...Temporary workMonday to Friday
Security National Bank
Sioux City, IA5 days ago - ..., short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection. ABOUT SECURITY NATIONAL BANK Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested...Temporary workWork at officeMonday to Friday
Security National Bank of South Dakota
Sioux City, IA2 days ago - ...POSITION SUMMARY The Teller II is responsible for providing exceptional customer service by accurately and efficiently processing financial transactions and supporting account opening procedures in accordance with Bank policies. This role demonstrates a higher level of...Work experience placementNight shift
Central Bancompany
Sioux City, IA1 day ago - ...including product referrals and meeting Banking Center Associate Standards. Provide exemplary customer service. Process a variety of financial transactions in a timely and accurate manner. Maintain security of assigned cash, balancing each day's transactions and verifying...Monday to Friday
Great Southern Bancorp
Sioux City, IA2 days ago $65k - $95k
...position will originate, underwrite, and service business loans, as well as identify opportunities to align members with additional financial products and services. The role requires a high level of analytical ability, sound judgment, and a commitment to regulatory...Full timeLevo Credit Union
Sioux City, IA3 days ago$85k
...Senior Financial Analyst – Pay: $85k + DOE – Hours: Full-time, Monday - Friday Summary: Our client is looking for a Senior Financial Analyst to join their finance team. This role blends quantitative analysis with cross‑functional partnership, driving the forecasting and...Full timeTemporary workMonday to FridayAventure Staffing
North Sioux City, SD4 days ago- ...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. Responsibilities Own all financial aspects of the Epic-Customer relationship, ensuring accuracy and timeliness...RelocationVisa sponsorshipRelocation package
Epic
Sioux City, IA1 day ago $90k - $110k
...program-specific requirements. Monitor grant performance, expenditures, deliverables, and reporting deadlines. Prepare and review financial, operational, and programmatic reports. Provide guidance on grant requirements, regulations, and program compliance....Full timeWork at officeRemote workKinetic Staffing
Dakota County, NE10 days ago- Job Description Job Description About Us At Sioux City Ford, we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee here at Sioux City ...Casual workLocal areaImmediate start
Sioux City Ford
Sioux City, IA26 days ago $97k - $192k
...Opportunity for advancement ~ Training & development ~ Vision insurance The Sztapka Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...Casual workWork at officeLocal areaWork from homeFlexible hours- ...meaningful impact. If you're passionate about building trusted relationships and guiding clients through some of the most important financial decisions of their lives, you'll find purpose—and opportunity—here. Your opportunity: Trust Advisor Our Wealth Management...Temporary workMonday to Friday
Security National Bank
Sioux City, IA1 day ago $90.23k
.... Join our team, and together we will make a difference and change the world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for the enterprise...Work experience placementH1bCDM Smith
Sioux City, IA5 days ago$75.2k - $90.3k
...are inspired by big challenges, driven to learn and grow, and dedicated to making a meaningful difference. ABOUT THE ROLE The Financial Analyst for Entegral plays a key role in analyzing, evaluating and optimizing our financial and operational performance. Operating...Full timeWork experience placementRemote workWork from homeFlexible hoursEnterprise
Sioux City, IA2 days ago- ...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. Epic is located just outside Madison, Wisconsin. As a Financial Performance Analyst, you'll be working to ensure...Work experience placementWork at officeRelocationVisa sponsorshipRelocation package
Epic
Sioux City, IA3 days ago - Job Description Job Description Assistant/Associate Professor - Finance The Department of Business and Communication and the Finance program at Briar Cliff University seek to fill an Assistant or Associate Professor of Finance position to begin in Spring 2027 (...Local area
- ...ACCOUNTABILITIES Make and guide independent decisions on underwriting applications through evaluation of business and personal credit reports, financial statements/tax returns, and other underwriting information, and assure completeness and adherence to Bank Credit Policy Assist...Bank staff
Availa Bank
Sioux City, IA4 days ago
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