Financial Consultant
WealthBridge Financial Group
Responsibilities 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. Qualifications & Benefits 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. 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
$45k - $100k
Join to apply for the Financial Advisor role at TieTalent 3 days ago Be among the first 25 applicants Join to apply for the Financial Advisor role at TieTalent Job Overview Job Overview This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The...SuggestedFull timeTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Employer: Clearwater Capital Partners ( Industry: Financial Services Type: Full Time Status: Exempt Reason: New Position Experience: 5... ...industry. The Ideal Financial Advisor Profile The Financial Consultants who can thrive at Clearwater Capital Partners are seasoned, client...SuggestedFull timeTemporary workWork at office
$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands‑on experience,...SuggestedHourly payImmediate startAssociated Banc-Corp
Bartlett, IL5 days ago$43.68k - $69.9k
...to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal...SuggestedWork experience placementWork at officeFifth Third Bank, N.A.
Bartlett, IL2 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Schaumburg, IL4 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
Carol Stream, IL2 days ago$36k - $75k
...Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative...TraineeshipHome officeMutual of Omaha
Villa Park, IL3 days ago$17 - $28.96 per hour
...processing transactions and addressing customer needs. Identify opportunities to recommend products and services that support customers’ financial wellness. Open new accounts and build lasting relationships through personalized service. Partner with specialists across...Hourly pay$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 officeUnavailable
Schaumburg, IL3 days ago- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities...Work at officeFlexible hours
Bankers Life
Schaumburg, IL1 day ago $36k
...Build a Business. Create Your Future. Looking for more than your next job? Join Northwestern Mutual as a Financial Advisor and build a long-term career helping individuals, families, and business owners achieve financial security—while growing a business of your own. No...Work at officeLocal areaBBG Ventures
Glendale Heights, IL3 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...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Elgin, IL3 days ago$18 - $25 per hour
...lasting relationships with our customers, our community and our staff. We are proud to carry a Superior Five Star Rating from Bauer Financial, in recognition of our strong financial performance and strive to continue to offer the highest standard of financial services to...Hourly payFull timeAll shiftsFirst Eagle Bank
Hanover Park, IL4 days ago- ...customers to branch staff. It emphasizes adherence to policies and accurate daily operations. Candidates should be motivated by helping customers manage financial transactions with available technology and resources, while contributing to branch goals and #J-18808-Ljbffr...Part time
PNC
Hanover Park, IL1 day ago $17.31 - $28.85 per hour
...visas or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timePart timeWork experience placementWork at officeShift workPNC
Hanover Park, IL1 day 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...
$80k - $100k
Overview Looking to make an impact at a unique and mission-centered financial services organization? Join Covenant Trust as a Financial... ...their financial goals and charitable purposes. Through a consultative process of understanding a client’s financial needs and unique...$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Elgin, IL1 day ago$90k - $135k
...Full time Requisition ID: JR100900 Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors,...Full timeWork experience placementLocal areaBerkeley Research Group
Medinah, IL3 days ago$120k - $185k
...disability, or protected veteran status. Position Title: Managing Consultant - Corporate Finance - Turnaround & Restructuring... ...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors...Full timeWork experience placementLocal areaBerkeley Research Group
Addison, IL3 days ago$18.7 - $23 per hour
...team as a Student Finance Analyst and play a meaningful role in supporting student success through accurate, timely, and compliant financial aid processing. In this role, you will contribute to essential student finance operations, including Title IV (TIV) awarding,...Full timeWork at officeCovista
Bartlett, IL14 hours 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 areaUnavailable
Barrington, IL5 days ago$75k - $95k
...Overview Topco Associates is currently seeking a Financial Analyst for the Finance team in Itasca, IL. This hybrid role requires work in our Itasca office three times per week and virtually twice per week. The position supports the Pharmacy Program, handling budgeting,...Work at officeFlexible hoursTOPCO, INC
Itasca, IL2 days ago$75k - $95k
...Overview Topco Associates is currently seeking a Financial Analyst for the Finance team in Itasca, IL. This position will be a hybrid role, with the successful candidate conducting work in our Itasca office three times per week and virtually twice per week. Topco...Work at officeFlexible hoursTOPCO, INC
Itasca, IL4 days ago$70k - $90k
...Associate Financial Advisor Wealth Enhancement is an independent wealth 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...Full timeTemporary workFlexible hoursWealth Enhancement Group
Itasca, IL3 days ago$24 - $30 per hour
...banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank,...Hourly payFull timeH1bWork at officeRemote workWork from homeFlexible hoursHuntington Bancshares, Inc.
Carol Stream, IL2 days ago- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...Full timePart time
SkyKey Financial
Glen Ellyn, IL3 days ago $80k - $90k
...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and...Temporary workInterim roleWork at officeLocal areaImmediate startShift workDay shiftBank of America
Schaumburg, IL3 days ago$41.71k - $69k
...Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending... ...smartphones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal...Local areaImmediate startDay shiftBMO U.S.
Hoffman Estates, IL3 days ago$17 - $28.96 per hour
...and provide exceptional service to customers. Successful candidates will process transactions and assist clients in achieving their financial goals. With a focus on customer service, this role offers unmatched growth and training opportunities within the banking industry....Hourly payAssociated Banc-Corp
Roselle, IL1 day ago
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