Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Consultant

WealthBridge Financial Group

WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well-being of individuals and families. Requirements Bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting or a similar role is preferred. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Ability to build and maintain relationships with clients. Familiarity with financial planning software and investment products. 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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Three Way, TN vacancy
  •  ...specialty services to the communities that need them most. About the Role We are seeking a compassionate, detail-oriented Patient Financial Counselor to help patients understand and access financial assistance programs like Medicaid and sliding fee scales, assist with... 
    Suggested
    Work at office
    Monday to Friday

    Christ Community Health Services

    Jackson, TN
    a month 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... 
    Suggested
    Work at office

    Unavailable

    Jackson, TN
    2 days ago
  •  ...9:00AM-1PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting... 
    Suggested
    Full time
    Temporary work
    Work at office

    First Horizon Bank

    Jackson, TN
    11 days 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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Jackson, TN
    3 days ago
  •  ...is energized by challenges? You've come to the right place. YOUR IMPACT You will work in teams of typically 2-3 consultants, playing an active role in all aspects of client engagement. You will combine traditional management consulting skills with issues... 
    Suggested
    Apprenticeship
    Work at office
    Local area
    Easy work
    Flexible hours

    Chandler Macleod

    Milan, TN
    4 days ago
  • $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... 
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Health

    Jackson, TN
    2 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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Jackson, TN
    3 days ago
  • $41.51k

     ...Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals... 
    Full time
    Flexible hours

    Regions Financial

    Jackson, TN
    5 days ago
  •  ...Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer...  ...program/project accomplishment: Identifying, diagnosing, and consulting on problem areas related to implementation and goal achievement... 
    Full time
    Work at office
    Immediate start

    U.S. Department of Housing and Urban Development

    Jackson, TN
    2 days ago
  •  ...5PM | ROTATING SATURDAY 8:30AM-1:00PM Summary Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility for... 
    Work at office
    Night shift

    First Horizon Bank

    Jackson, TN
    5 days ago
  •  ...Patient Financial Services Representative, Level 1 This position is responsible for supporting management in the billing and collection of accounts receivable for inpatient and outpatient accounts, cash application and reconciliation and/or resolving customer service... 
    Work experience placement
    Work at office
    Immediate start

    West Tennessee Healthcare

    Jackson, TN
    5 days ago
  •  ...PM | ROTATING SATURDAY 8:30AM-1:00PM Summary Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility for... 
    Work at office
    Night shift

    First Horizon Bank

    Jackson, TN
    2 days ago
  •  ...Training & development ~ Vision insurance Launch your financial services career with an organization that positively impacts...  ...communities they call home. Role Responsibilities Member Consultation: Meet with client members to assess their insurance needs and... 
    Work from home
    Flexible hours

    West Tennessee Region - Modern Woodmen of America

    Jackson, TN
    3 days ago
  • $48.28k - $60.35k

    Job Description Job Description Title: Grants Manager Job Summary Under the supervision of the Executive Director of the Foundation, the Grants Manager is responsible for leading the full lifecycle of grant development and management in support of the ...
    Local area

    TNBR Careers

    Jackson, TN
    a month ago
  •  ...OneMainFinancial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912,we’velooked beyond credit scores to help people get the money they need today and... 
    Full time
    Traineeship
    Local area
    Monday to Friday

    OneMain Financial

    Jackson, TN
    4 days ago
  • Golden Circle Ford Lincoln | Jackson, TN Full-Time Golden Circle Auto Group has been a trusted name in the automotive industry since 1979. As a local, family-owned business, we take pride in serving our communities with integrity and exceptional customer service. With...
    Full time
    Local area
    Monday to Friday
    Weekday work

    Golden Circle Chevrolet

    Jackson, TN
    2 days ago
  • Introduction At Dobbs Truck Group, a part of our mission is to create relationships and a healthy work environment for our employees. We are always looking for qualified, customer-oriented individuals at Dobbs Truck Group. Overview Dobbs Truck Group operates 23 commercial...
    Temporary work
    Immediate start

    ViziRecruiter,LLC.

    Jackson, TN
    6 days ago
  • Offer a friendly and professional shopping experience to each and every guest from initial greeting to vehicle delivery and follow‑up in order to maintain lasting relationships. We are adding a Parts Counterperson to our growing team! Responsibilities Oversee the parts...
    Local area
    Immediate start

    Serrajackson

    Jackson, TN
    6 days ago
  • $31 - $35 per hour

     ...electrify the world! We are seeking qualified candidates for our Grid Software Internship Program as a Power Systems Technical Consultant beginning in May or June 2027. This Is a fully remote role. You'll Make an Impact By: Supporting the delivery of technical... 
    Remote job
    Hourly pay
    Permanent employment
    Full time
    Work experience placement
    Internship
    Work at office
    Local area
    Immediate start

    Siemens

    Jackson, TN
    1 day ago
  • Dobbs Truck Group Job OpportunityThe Dobbs Truck Group is a growth company that successfully expands our operations and customer base through a high-quality team of employees.Dobbs Truck Group operates 25 commercial truck dealerships through two operating companies – Dobbs...
    Work experience placement
    Work at office

    Dobbs Peterbilt

    Jackson, TN
    5 days ago
  • $13.3 per hour

     ...Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensuring an excellent overall client experience. You will maintain expert knowledge of top beauty brands, execute... 
    Part time
    Flexible hours
    Night shift
    Weekend work

    Kohl's

    Jackson, TN
    5 days ago
  • $11 - $15 per hour

    Your Golden Ticket to a Sun-Kissed Career Our salons are filled with enthusiastic, fun employees who are passionate about client service. Be a part of a positive working environment where you are truly a valued member of the team. Whether you are looking for a fun part...
    Hourly pay
    Part time
    Flexible hours

    Sun Tan City

    Jackson, TN
    2 days ago
  • $11 - $15 per hour

    Your Golden Ticket to a Sun-Kissed Career Our salons are filled with enthusiastic, fun employees who are passionate about client service. Be a part of a positive working environment where you are truly a valued member of the team. Whether you are looking for a fun part...
    Hourly pay
    Full time
    Part time
    Flexible hours

    Glow Brands

    Jackson, TN
    4 days ago
  • $77.2k - $96.5k

     ...in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~ Proficiency with Oracle Cloud... 
    Full time
    Shift work

    World Wide Technology

    Jackson, TN
    1 day ago
  • $42.4k - $53.01k

     ...with degree planning for both Jackson State and their desired four-year institution • Assist students in creating Academic Plans for financial aid appeals and Fresh Start applications • Advise students on the university transfer process; assist in hosting annual transfer... 
    Work at office
    Flexible hours

    TNBR Careers

    Jackson, TN
    23 days ago
  • ABOUT As a Mass Communication Specialist, it’s your job to tell our story. Use your creativity to educate and inform the public about the achievements of Sailors in America’s Navy. Travel the world, document military operations and develop high-profile media campaigns...
    Full time
    Local area
    Overseas

    U.S. Navy

    Jackson, TN
    1 day ago

Do you want to receive more vacancies?

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