Financial Consultant

WealthBridge Financial Group

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.

Requirements

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.
Deomonstrated 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

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Financial Consultant in Paradise Valley, AZ vacancy

Financial Consultant
...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....
Suggested
WealthBridge Financial Group
Paradise Valley, AZ
3 days ago
Financial Consultant
## Financial ConsultantApplyremote type: Hybrid Flexlocations: Phoenix, AZ, USAtime type: Full timeposted on: Posted Todaytime left to... ...days left to apply)job requisition id: R260600334The Financial Consultant provides in person and virtual counseling for all participants...
Suggested
Hourly pay
Work experience placement
Immediate start
Remote work
Flexible hours
3 days per week
Nuveen
Phoenix, AZ
2 days ago
Financial Advisor
...About Us: GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated financial strategies... .... * Conduct regular portfolio reviews and proactive client consultations to adjust strategies based on changing market conditions or life...
Suggested
Local area
GoldBook Financial
Paradise Valley, AZ
4 days ago
Financial Advisor
$100k - $250k
...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized... ...BrokerCheck). ~ Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process. Compensation & Professional...
Suggested
Full time
Work at office
Local area
Wisepath Group
Scottsdale, AZ
1 day ago
Financial Consultant
$52k - $64k
...organization Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies,... ...environment. Your future starts now. What you will do As a Financial Consultant (Retirement Consultant) you will be part of our growing...
Suggested
16 hours
Temporary work
Work experience placement
Casual work
Work at office
Local area
Remote work
Work from home
DEV INC
Tempe, AZ
1 day ago
Financial Services Consultant
...Mercedes-Benz North Scottsdale, a Penske Automotive Group dealership, is looking for an experienced Financial Services Consultant to join our team and deliver extraordinary customer experiences. At Penske Automotive Group (PAG), we strive to create a positive and challenging...
Minimum wage
Local area
Mercedes-Benz of North Scottsdale
Phoenix, AZ
2 days ago
Financial Services Consultant
$110k - $135k
...Finance Analyst will include offering strategic advice on the financial forecast you develop which will address the expenditure allocation... ...’ work experience in finance and accounting, preferably in a consulting capacity 10X TOTAL REWARDS We offer a comprehensive benefits...
Full time
Contract work
Temporary work
Work experience placement
Local area
Remote work
Cardone Ventures
Scottsdale, AZ
23 hours ago
Financial Consultant (Sales)
...highlight the appropriate features, products, and services that Vanguard offers. We’re excited to offer an opportunity for a Financial Consultant to join our mission of empowering our clients to take confident steps toward their financial futures. In this role, you'll...
Vanguard Services Inc
Scottsdale, AZ
2 days ago
Financial Consultant (Remote)
...About the job Financial Consultant (Remote) Empower Your Future with a Flexible, Remote Financial Consulting Role About Us: We’re a forward-thinking financial services company on a mission to educate and empower clients worldwide. With licenses across the U.S....
Part time
Immediate start
Remote work
Worldwide
Flexible hours
Melius Consulting
Phoenix, AZ
23 hours ago
Financial Advisor - PNC Wealth Management
...opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in... ...participate in STEM OPT for this position. Job Description Consults on investment and insurance strategies, as well as the...
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC Financial Services Group
Paradise Valley, AZ
1 day ago
Retail Relationship Banker
$41.71k - $65k
...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...
Full time
Contract work
Part time
Local area
Immediate start
Day shift
BMO
Phoenix, AZ
16 hours ago
Financial Representative
$16 per hour
...Financial Representative Trainee (Sales) - Phoenix, AZ Join to apply for the Financial Representative Trainee (Sales) - Phoenix, AZ role at Mutual of Omaha Continue with Google Continue with Google Financial Representative Trainee (Sales) - Phoenix, AZ 2 days ago Be among...
Hourly pay
Full time
Traineeship
Work at office
Home office
Mutual of Omaha
Phoenix, AZ
3 days ago
Financial Advisor
$51.8k - $95.9k
...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution... ...with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....
Contract work
Part time
Local area
BMO Financial Group
Phoenix, AZ
1 day ago
Financial Aid Advisor
...Financial Aid Advisor Unitek Learning is a leading healthcare education organization focused on preparing the next generation of nurses and healthcare professionals. Through its family of institutions, including Unitek College of Nursing, Eagle Gate College, Provo College...
Work at office
Unitek Learning
Tempe, AZ
4 days ago
Financial Advisor - Phoenix, AZ
...Financial Advisor Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the Team. Are you looking to expand your career and be part of a successful team? Are you driven, self‑motivated, and customer‑focused? If you enjoy working closely with...
Local area
Monday to Friday
Advisor Talent Solutions
Phoenix, AZ
1 day ago
Financial Advisor
$120k
...the Greater Phoenix area but prefer a candidate able to work daily from their Peoria location A well-established, independent financial advisory firm headquartered in Phoenix, Arizona is seeking an experienced Financial Manager to join their growing team. With over...
Work at office
BCI - Brokerage Consultants Inc
Phoenix, AZ
1 day ago
Financial Advisor
...Are you an Experienced Financial Advisor/Financial Planner s eeking an opportunity to serve your clients better? At Pacific Southwest Advisors we can offer you more: More support, More clients, More compensation, and More client satisfaction. Prudential Advisors has opportunities...
Contract work
Work at office
Prudential Advisors
Scottsdale, AZ
1 day ago
Financial Solutions Advisor - Scottsdale Area
...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...
Temporary work
Monday to Friday
Shift work
Day shift
Dormont Manufacturing Company
Scottsdale, AZ
4 days ago
Wealth Financial Advisor
$90k - $100k
...Overview Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll...
Temporary work
Local area
Flexible hours
Unavailable
Phoenix, AZ
2 days ago
Financial Solutions Advisor - Scottsdale Area
...Financial Solutions Advisor - Scottsdale Area Scottsdale, Arizona;Scottsdale, Arizona; Scottsdale, Arizona; Phoenix, Arizona; Phoenix, Arizona; Scottsdale, Arizona; Scottsdale, Arizona; Phoenix, Arizona; Scottsdale, Arizona To proceed with your application, you must...
Temporary work
Work at office
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America
Scottsdale, AZ
4 days ago
Financial Solutions Advisor - Scottsdale Area
...Job Description This role is responsible for providing comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. The position requires client lead triage, referrals to business partners, client meetings to review financial...
Temporary work
Monday to Friday
Day shift
Bank of America
Scottsdale, AZ
1 day ago
Financial Advisor
...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Tempe, AZ
1 day ago
Financial Planner
...Are you an Experienced Financial Advisor/Financial Planner seeking an opportunity to serve your clients better? At Prudential Advisors , we can offer you more: More support, More clients, More compensation, and More client satisfaction. We have opportunities with our Arizona...
Contract work
Local area
Home office
Prudential Advisors
Phoenix, AZ
1 day ago
Financial Advisor
$60k - $80k
...with goals & industry requirements. Duties and Responsibilities: # Meet with existing and prospective clients to promote financial planning and investment services. # Conduct educational seminars and workshops. # Present client financial plan and investment...
Temporary work
Local area
Global Credit Union
Tempe, AZ
4 days ago
Financial Counselor
$19 - $23 per hour
...treatment services to provide patients with a seamless and personalized journey to parenthood. Learn more at About the Role The Financial Counselor is an ideal opportunity for those seeking to be an integral part of a fertility patient’s journey toward becoming a...
Hourly pay
Full time
Remote work
Monday to Friday
Pinnacle Fertility
Scottsdale, AZ
2 days ago
Financial Advisor
...Position Summary In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will be responsible for designing and executing tailored investment strategies that meet...
Full time
Temporary work
Work at office
Local area
Remote work
Monday to Friday
Flexible hours
Moors and Cabot, Inc.
Phoenix, AZ
1 day ago
Financial Advisor
$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
Unavailable
Phoenix, AZ
1 day ago
Financial Advisor
$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 time
Contract work
For contractors
Work at office
Northwestern Mutual
Phoenix, AZ
3 days ago
US Experienced Financial Advisor
$50k
...Financial Advisor 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 clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned...
Work at office
Work from home
Home office
Flexible hours
Arizona Staffing
Phoenix, AZ
2 days ago
Financial Advisor - Phoenix, AZ
...Who We AreAt Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.We align to a set of Values...
Local area
Immediate start
Remote work
Relocation
Corebridge
Phoenix, AZ
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!