Financial Planner

WealthBridge Financial Group

Job Description

Description

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

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Financial Planner in Missouri vacancy

Financial Planner
Description: About Us At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team... ...personalized touch, and we’re looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting...
Suggested
Temporary work
Work experience placement
Work at office
Larson Financial Group, LLC
Saint Louis, MO
more than 2 months ago
Financial Planner
...Description 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...
Suggested
WealthBridge Financial Group
Gladstone, MO
3 days ago
Financial Planner
...Financial Planner The Financial Planner is responsible for helping clients achieve their financial goals through comprehensive financial planning, personalized recommendations, and exceptional client service. This role works closely with clients and advisory teams to...
Suggested
Work experience placement
Work at office
ebs Recruiters
Saint Louis, MO
1 day ago
Financial Planner Associate (Larson University)
Description: At Larson Financial Holdings, LLC we are seeking eager aspiring Financial Planner Associates to participate in a structured 90-day development program designed to build the knowledge, skills, and licensing requirements necessary for a successful career...
Suggested
Full time
Temporary work
Internship
LARSON FINANCIAL HOLDINGS, LLC
Saint Louis, MO
11 hours ago
Financial Planner
About this position Description: At Larson Financial Group, LLC , we help individuals and families build lasting financial security through... ...rewarding careers. We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve their financial...
Suggested
Work at office
Larson-Financial-Grou
Saint Louis, MO
2 days ago
Financial Planner
Overview 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 tailored advice and strategies that align with their goals. You...
WealthBridge Financial Group
Liberty, MO
2 days ago
Senior Financial Planner
...Senior Financial Planner The Senior Financial Planner is responsible for delivering personalized financial planning and exceptional client service to help clients achieve their long-term financial goals. This role partners closely with clients, advisors, and internal...
Work at office
ebs Recruiters
Saint Louis, MO
3 days ago
Entry-Level Financial Planner | Training & Flexible Schedule
...A financial services firm located in Missouri is seeking an entry-level financial professional. This position requires no prior experience and offers comprehensive training to assist individuals and families in achieving their financial goals. Responsibilities include...
Part time
Flexible hours
Morrison Family Financial
Saint Louis, MO
3 days ago
Senior Financial Planner
...Lead complex, cross-functional initiatives that expand and enhance wealth management offerings, including investment advice, financial planning, retirement income, and participant guidance. Serve as a senior expert in financial planning and wealth management, helping shape...
Jobtailor
California, MO
3 days ago
Personal Banker
PRIMARY PURPOSE OF JOB This position is the focal point in the branch for sales, service and/or referral opportunities in support of the overall branch goals and striving to make lifelong relationships with our customers. This position services existing customers ...
Bank staff
Local area
Night shift
SOUTHERN MISSOURI SAVINGS BANK
Dexter, MO
2 days ago
Personal Banker I
Job Summary: This individual is responsible for the efficient operation of the retail bank lobby. The candidate selected will ensure clients are served promptly and accurately while assisting the department staff in completing all essential functions of a retail branch...
Bank staff
Shift work
Progressive Ozark Bank Inc
Mansfield, MO
4 days ago
VP, Private Banking Relationship Manager
...and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of...
Full time
Work at office
Local area
Enterprise Bank and Trust
Farmington, MO
a month ago
Relationship Banker I
...retaining existing client relationships while providing an exceptional client experience. Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and...
Night shift
Simmons Bank
Sedalia, MO
5 days ago
Relationship Banker
...Regions Financial Corporation in Saint Peters, Missouri, seeks a Senior Consumer Relationship Banker to meet with customers and prospects, assessing financial needs and offering suitable products and guidance to achieve goals. Focus on preferred banking households with...
Regions Bank
Missouri
2 days ago
Relationship Banker
...efficiently processing cash transactions for clients as needed. Having deep conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet their financial goals. Executing the bank's risk culture and...
Flexible hours
Weekend work
Jobtailor
Kansas City, MO
3 days ago
Relationship Banker: Build Lasting Client Relationships
...JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality, offering financial solutions and leveraging technology to assist clients in achieving their goals. You will acquire, manage, and retain client relationships, delivering...
Fairygodboss
Saint Louis, MO
3 days ago
Relationship Banker
...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....
Work at office
Shift work
Weekend work
Day shift
Bank of America
Missouri
2 days ago
Relationship Banker II
$22 - $25 per hour
...and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers...
Full time
Flexible hours
Weekend work
Cathay Bank in
California, MO
2 days ago
Relationship Banker
...A regional financial institution is seeking a Banking Specialist III to manage and expand client relationships. The role involves opening new accounts, assisting clients with banking inquiries, and achieving branch sales goals. Candidates should have a high school diploma...
FirstBank
O Fallon, MO
2 days ago
Relationship Banker
...Day High School/GED: Yes Travel Percentage: None Category: Banking Description Job Summary: A liaison between the customer and the financial institution, building and maintaining that relationship and offering advice and guidance related to bank accounts. As a...
Full time
Work at office
Shift work
Encore Bank
California, MO
3 days ago
Relationship Banker
...I who will deliver an exceptional customer experience at the teller window and over the phone, while helping customers meet their financial goals. You will build personal connections, process transactions, educate customers on digital banking, and collaborate with teammates...
Full time
Regions Bank
Saint Louis, MO
2 days ago
Relationship Banker: Personal Banking & Solutions
...UMB Financial Corporation seeks a Personal Banker to build customer relationships, advise on products, and drive sales. You’ll receive extensive training on UMB’s offerings and work with leaders who mentor and share expertise. The role emphasizes personalized questions...
UMB Financial Corporation
California, MO
5 days ago
Relationship Banker
...DescriptionAt Mabrey Bank, you’ll do more than process transactions — you’ll build lasting relationships and help customers reach their financial goals. As a **Relationship Banker**, you’ll gain hands-on experience across personal banking, customer service, and teller...
Full time
Monday to Friday
The Broken Arrow Economic Development Corporation
California, MO
4 days ago
Relationship Banker II
...Banker (RB) you will build, expand, and retain client relationships while delivering an exceptional client experience. You will assess financial needs and provide solutions through bank products and services to help clients achieve their goals. Essential Duties and...
Simmons Bank
Saint Louis, MO
3 days ago
Relationship Banker I
...needs and refer them to a partner‑centric team that works with small business, corporate and institutional partners, mortgage and financial advisors. Maintain a high level of client satisfaction by engaging customers and ensuring an optimal customer experience. Ensure all...
Night shift
Simmons Bank
Springfield, MO
5 days ago
Relationship Banker
...and assist them with transactions through various self-service resources. This role involves building relationships to help meet financial needs while ensuring compliance with banking regulations. The successful candidate will need to demonstrate exceptional communication...
Bank of America
Saint Louis, MO
2 days ago
Relationship Banker
...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Executes the bank's risk culture and...
Weekend work
Jobtailor
Florissant, MO
3 days ago
Relationship Banker (Floater)
$20 - $24.95 per hour
...qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit . Position is located at 4140 S Fremont, Springfield, Missouri...
Hourly pay
Full time
Monday to Friday
Night shift
Arvest Bank
Springfield, MO
4 days ago
Relationship Banker II
...Company Overview Simmons Bank is a regional community bank providing a full range of financial services. We empower associates to act as trusted advisors while leveraging cutting‑edge technology. Position Overview As a Relationship Banker (RB) you will build, expand, and...
Night shift
Simmons Bank
Reeds Spring, MO
3 days ago
Relationship Banker
...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your...
Immediate start
Afternoon shift
Fairygodboss
Jennings, MO
4 days ago

Do you want to receive more vacancies?

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