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 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
$100k - $250k
...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic... ...BrokerCheck). Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process. Compensation &...SuggestedWork at officeLocal area- ...stronger support, better technology, and a clearer path toward building long-term enterprise value. If that sounds familiar, Strategic Financial Concepts may be exactly what you've been looking for. Why Experienced Advisors Make the Move Many successful advisors eventually...SuggestedRemote work
$1,000 - $2,000 per month
...AO Garcia Agency is seeking qualified candidates for a part-time remote position in financial services. The role allows you to work from anywhere, leveraging your communication skills to engage with clients and present insurance products effectively. With the opportunity...SuggestedPart timeRemote workFlexible hours- ...About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada...SuggestedExtra incomePart timeRemote work
- ...Summary Are you ready to make a real difference? At BOK Financial, we're passionate about supporting our clients and each other. Join... ..., and retain long‑term client relationships. While providing consultative conversations to existing and prospective clients you will...Suggested
- ...needs and refer customers to partner‑centric teams that work with small business, corporate, institutional partners, and mortgage and financial advisors. Maintain a high level of client satisfaction by engaging customers and ensuring an optimal experience. Ensure all...Night shift
- ...facilitates a welcoming and customer-focused environment. * Builds and maintains relationships with customers to help identify financial products and services that meet their personal and business needs. * Assists customers' accounts with selection of all financial...Local areaFlexible hours
- ...Job Description Job Description Position: PeopleSoft Financials Consultant Location: Oklahoma City, OK Duration: 12+ months Interview: Video + In Person Our client is looking for 3 PeopleSoft consultants for a long-term contract. This is also an immediate...Long term contractImmediate start
- ...committed to bringing passion and customer focus to the business Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while...Night shift
- ...Job Description Join our team as a Patient Financial Advisor at the INTEGRIS Health 5300 Building, in Oklahoma City, OK. INTEGRIS Health... ...physical demand and/or respiratory fit test requirements. Please consult the Physical Demands Project SharePoint site or contact Risk...Work at office
- ...paced ever changing environment. Ability to remain calm and professional in high pressure/stressful situations regarding patient financial and medical conversations. Ability to work with minimal supervision and make independent decisions. Reliable transportation as may...Work experience placementWork at officeLocal areaImmediate start
- ...We believe that our collective efforts will shape a healthier future for the communities we serve. How you'll contribute A Financial Counselor maintains and processes all assigned patient accounts and counsels patients regarding the admitting and discharging processes...Temporary workWork at officeFlexible hoursShift workWeekend workAfternoon shift
$97k - $192k
...Opportunity for advancement Training & development Vision insurance The Mallett 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...Work at officeLocal areaWork from homeFlexible hours- ...adhering to the policies and regulatory standards as they relate to the role. We Offer: An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. An opportunity to make a difference in the lives of others,...Temporary workShift work
$97k - $192k
...income ranging from $97,000 to $192,000+, commensurate with experience and outcomes Exclusive training/development with experienced financial services professionals An environment and culture of mutual support and growth Attainment of prestigious credentials and...Work at officeLocal areaWork from homeFlexible hours$60k - $80k
...Financial Representative Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life....Local area$19.03 - $31.39 per hour
...Summary Responsible for providing quality and efficient financial service to patients through the daily management of assigned tasks. Oversees financial status of patients scheduled to be seen at Brown Health Medical Group Facility. Maintains insurance information for...Work at officeMonday to Friday- ...Financial Counselor II – Responsibilities The Financial Counselor II provides financial guidance and support to patients by reviewing insurance coverage, estimating patient financial responsibility, and assisting with payment arrangements and financial aid applications...
- # Financial AdvisorMV Investment Advisors Building - West Tisbury, MA 02575## OverviewSalary Range$79,261.88 - $89,174.09 Salary## DescriptionThis is a Full-time in person Position located in West Tisbury, Ma **Position Summary:** Responsible for developing new and maintaining...Full timeWork at office
- ...We are dedicated to fostering a culture where every team member understands their purpose and impact on our mission to serve the financial needs of our customers while contributing to the economic vitality of the communities we call home. RCB Bank is committed to creating...Work at officeMonday to FridayFlexible hoursShift work
- ...first point of contact for customers, delivering exceptional service while accurately and efficiently processing a wide range of financial transactions. This role ensures a positive customer experience, protects bank assets, and adheres to all established policies, procedures...Work at officeFlexible hoursNight shift
- If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Full Time Teller Full-time Teller EDMOND, Edmond, OK, US POSITION SUMMARY Ideal candidate is seeking long term employment...Full time
$20 per hour
...high school diploma or equivalent which is required and one-year applicable work experience in a related position is preferred. Financial institution experience preferred. ~ Previous Bank Teller experience from a bank or credit union is preferred Certificates,...Hourly payFull timeWork experience placementCasual workWork at officeImmediate startMonday to Friday- ...We are dedicated to fostering a culture where every team member understands their purpose and impact on our mission to serve the financial needs of our customers while contributing to the economic vitality of the communities we call home. RCB Bank is committed to creating...Work at officeMonday to FridayFlexible hoursShift work
- Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Financial Advisor Careers at First Command Shaping Positive Financial Behaviors since 1958 9 out of 10 of our Financial Advisors are veterans or military spouses. With 165+ offices...Hourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
- ...customers to do business with the Bank. Principal Responsibilities and Duties: Interview present and prospective clients and analyze financial information obtained from clients to help determine strategies for meeting the client’s objectives. Actively participate in the...Work experience placementWork at office
$60k - $120k
...representing a prominent local general agency of OneAmerica Financial® that prioritizes developing high-performing professionals transitioning... ...and financial planning training program. Learn to host consultative discovery conversations to evaluate client needs, financial...Local area$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- ..., and request applicant credit reports, reference checks, and other information relevant to evaluating credit. Analyzes applicant financial status, credit, and asset evaluation to determine feasibility of granting loan. Compiles loan package and facilitates negotiation...Work at office
$60k - $75k
...individuals with a strong focus on sales to join our firm as Financial Advisors (FA) (Financial Planners) . This is a top-tier position... ...is spent on administrative tasks such as writing plans or consulting with the team. Oversee client issues and guide the team to ensure...Full timeLocal areaMonday to FridayFlexible hoursAfternoon shift
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